Legal Question in Wills and Trusts in California

Affidavit-Death of Joint Tenant
My husband & I live in a home that he owns jointly with his mother who passed away in 2003. We need to file an affidavit, to remonve his mom and a quitclaim to add me to title. I have a question regarding the affidavit, there is a section to declare the full valve of all real & personal property owned by the decednet at time of death? Does this need to be filled out, and if so are there any tax implications and what needs to be included in the value?Could this possibly increase our property taxes? We do not plan to sell our home and his mother did not own much at the time of her death. Also, the form we are using was downloaded from our county recorders website.

Asked on 8/07/05, 11:44 pm

OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

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Re: Affidavit-Death of Joint Tenant

It is to determine whether or not the estate needs to go thru probate. Call me directly at (619) 222-3504.

Answered on 8/08/05, 12:13 pm

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