State Laws
- Maximum Amount: $100,000, the value of the estate, net of liens and encumbrances.[1]
- Signing Requirements: A sworn affidavit.[2]
- Where to File: Not filed with the court, presented directly to the person or institution holding the asset.[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. North Dakota guarantees the spouse a first share of at least $150,000, 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 – 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 estate (net of liens and encumbrances) must be $100,000 or less, the estate must contain no real property, and no personal representative may be pending or appointed in any jurisdiction.[9]
Step 3 – Complete the Affidavit
Complete the Affidavit for Collection of Personal Property of the Decedent (the North Dakota Courts Form 1), stating the four required facts.[10]
Step 4 – Sign the Affidavit
Execute the affidavit as a sworn statement.[11]
Step 5 – Present the Affidavit to the Asset Holder
Present the affidavit to the bank, debtor, or transfer agent holding the property to obtain payment or transfer.[12]
Sources
- N.D. Cent. Code § 30.1-23-01
- N.D. Cent. Code § 30.1-23-01
- N.D. Cent. Code § 30.1-23-01
- N.D. Cent. Code § 30.1-23-01
- N.D. Cent. Code § 30.1-04-04
- N.D. Cent. Code § 30.1-04-02
- N.D. Cent. Code § 30.1-04-03
- N.D. Cent. Code § 30.1-23-01
- N.D. Cent. Code § 30.1-23-01
- N.D. Cent. Code § 30.1-23-01
- N.D. Cent. Code § 30.1-23-01
- N.D. Cent. Code § 30.1-23-01