State Laws
- Maximum Amount: $40,000, the value of the entire estate, less liens, debts, and encumbrances.[1]
- Signing Requirements: A sworn affidavit, filed with a clerk’s certificate.[2]
- Where to File: With the clerk of the probate division of the circuit court of the county where the decedent resided.[3]
- When to File: 30 days after death.[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 receives the entire estate if the decedent left no descendants. If all of the decedent’s descendants are also the spouse’s, the spouse receives the first $20,000 plus one-half of the rest. If the decedent left descendants from another relationship, the spouse receives one-half.[6]
- No Spouse, Children: The share not passing to the spouse goes to the children equally, with a deceased child’s share passing to that child’s descendants. If there is no surviving spouse, the children take the entire estate.[7]
How to File a Small Estate
Step 1 – Wait 30 Days
At least 30 days must pass after the decedent’s death before the affidavit may be used.[8]
Step 2 – Confirm the Estate Qualifies
The value of the entire estate, less liens, debts, and encumbrances, must be $40,000 or less.[9]
Step 3 – Prepare the Small Estate Affidavit
Obtain the affidavit, and list the assets, their values, the debts, and the distributees and their shares (by will, or by intestate succession under § 474.010).[10][11]
Step 4 – File With the Probate Division
File the sworn affidavit with the clerk of the probate division of the circuit court, post any required bond, and (if the property exceeds $15,000) allow the clerk to publish notice to creditors.[12]
Step 5 – Collect or Record
Use the certified affidavit and clerk’s certificate to collect the assets; for real property, record a certified copy with the recorder of deeds in each county where the real estate is located.[13]
Sources
- Mo. Rev. Stat. § 473.097(1)
- Mo. Rev. Stat. § 473.097(2)
- Mo. Rev. Stat. § 473.097(1)
- Mo. Rev. Stat. § 473.097(1)
- Mo. Rev. Stat. § 474.015
- Mo. Rev. Stat. § 474.010(1)
- Mo. Rev. Stat. § 474.010(2)
- Mo. Rev. Stat. § 473.097(1)
- Mo. Rev. Stat. § 473.097(1)
- Mo. Rev. Stat. § 473.097(1)
- Mo. Rev. Stat. § 474.010
- Mo. Rev. Stat. § 473.097
- Mo. Rev. Stat. § 473.097