State Laws
- Maximum Amount: $100,000. Motor vehicles registered in the decedent’s name may be transferred regardless of value and are not counted toward the limit. The affidavit covers personal property only, not real estate.[1]
- Signing Requirements: Sworn under oath.[2]
- Where to File: Not filed with the court, presented directly to the person or institution holding the asset.[3]
- When to File: No waiting period; the affidavit may be presented with a certified death certificate.[4]
- Survivor Requirements: A rightful heir must survive the decedent by at least 120 hours (5 days).[5]
Rightful Heirs (Hierarchy)
If the decedent did not have a will, the beneficiary hierarchy is as follows:
- Spouse: The surviving spouse (or reciprocal beneficiary) receives the entire estate; Hawaii’s lowest guaranteed spousal first share is $220,000, which is more than the $100,000 small estate limit.[6]
- No Spouse, Children: If there is no surviving spouse, the estate passes to the decedent’s descendants, with a deceased child’s share passing to that child’s descendants.[7]
How to File a Small Estate
Step 1 – Confirm the Estate Qualifies
The gross value of the decedent’s Hawaii estate must be $100,000 or less (motor vehicles excluded), and no personal representative may have been appointed or be pending.[8]
Step 2 – Obtain the Death Certificate
Obtain a certified copy of the decedent’s death certificate.[9]
Step 3 – Complete the Affidavit
Complete the Affidavit for Collection of Personal Property of the Decedent (Form 3C-E-210), or the automobile version (Form 3C-E-312) for a vehicle.[10]
Step 4 – Sign
Sign the affidavit under oath.[11]
Step 5 – Present the Affidavit to the Asset Holder
Present the notarized affidavit and death certificate directly to the bank, transfer agent, employer, or DMV to collect or transfer the property.[12]
Sources
- Haw. Rev. Stat. § 560:3-1201(a)(1)
- Haw. Rev. Stat. § 560:3-1201(a)
- Haw. Rev. Stat. § 560:3-1201(a)
- Haw. Rev. Stat. § 560:3-1201(a)
- Haw. Rev. Stat. § 560:2-104
- Haw. Rev. Stat. § 560:2-102
- Haw. Rev. Stat. § 560:2-103
- Haw. Rev. Stat. § 560:3-1201(a)
- Haw. Rev. Stat. § 560:3-1201(a)
- Haw. Rev. Stat. § 560:3-1201
- Haw. Rev. Stat. § 560:3-1201(a)
- Haw. Rev. Stat. § 560:3-1201(a)