Small Estates Affidavit Form (S.c.p.a. Section 1310), Table Of Heirs - New York State Comptroller

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THOMAS P. DINAPOLI
110 STATE STREET
STATE COMPTROLLER
ALBANY, NEW YORK 12236
STATE OF NEW YORK
OFFICE OF THE STATE COMPTROLLER
OFFICE OF UNCLAIMED FUNDS
Small Estates Affidavit (S.C.P.A. Section 1310)
Date: ____________________
Reference Number: ______________________
ESTATE OF ____________________________________________________________
NO Administrator, Executor or other Fiduciary has qualified or been appointed to handle the
decedent’s estate. Below, I have initialed the line next to the appropriate section and I have
provided the requested information, when necessary.
_____ Section A - To be completed by Surviving Spouse ONLY
I am the surviving spouse of the decedent and 30 days has not passed since the date of
death. To the best of my knowledge, this payment and all other payments made under
Section 1310 of the Surrogate’s Court Procedure Act, by all debtors of the decedent known to
me after diligent inquiry, do not exceed $30,000.00.
_____ Section B - To be completed by Surviving Spouse, Blood Relative or Creditor
I am the decedent’s ________________________________________________________
and 30 days have passed since the date of death. (ONLY a surviving spouse, a child over
18 years of age, mother, father, sister, brother, niece or nephew may claim under this
section.) To the best of my knowledge, this payment and all other payments made under
Section 1310 of the Surrogate’s Court Procedure Act, by all debtors of the decedent known to
me after diligent inquiry, do not exceed $15,000.00.
NOTE: For Section B a Table of Heirs Form must be completed and made part of this
affidavit.
OR;
I am a creditor of the decedent or a person who has paid or incurred the decedent’s funeral
expense, and 30 days have passed since the date of death. The debt was incurred at the
request of the surviving spouse or other entitled blood relatives. I paid the funeral expenses
from my own funds and I have not been reimbursed in full. I am seeking reimbursement in the
amount of $________________. To the best of my knowledge, this payment and all other
payments made under Section 1310 of the Surrogate’s Court Procedure Act do not, in the
aggregate, exceed $15,000.00. NOTE: A copy of the paid funeral bill must be attached.
I am the surviving spouse, child over 18 years of age, mother, father, sister, brother, niece
or nephew of the decedent and I request that payment be made to:
_______________________________________________________________________
who has incurred expenses of the decedent and is entitled to reimbursement.
____________________________________
________________________________
Relative’s Name – Please Print
Relationship to Decedent
_____________________________________
Relative’s Signature

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