[IA] How do I add specific language to a state’s small estate affidavit?
According to the credit union where my father’s remaining dollars are, the small estate affidavit needs to include any applicable debt owed to the Iowa Department of Human Services for benefits the deceased person received has either been paid or will be paid by these funds, and any applicable taxes due to the Iowa Department of Revenue have either been paid or will be paid from these funds. My father died in January 2023, and I assure you all has been taken care of. How do I add this language to Iowa's affidavit?
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It sounds like you’re having a technical, not a legal, issue. Unfortunately, I can’t help with technical program issues—only legal questions. For technical help, you’ll need to reach out to an IT expert. Is there anything else I can help answer legally?
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Iowa Small Estate Affidavit Form | Affidavit for Distribution of Property
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According to the credit union where my father’s remaining dollars are, the small estate affidavit needs to include:
- Any applicable debt owed to the Iowa Department of Human Services for benefits the deceased person received has either been paid or will be paid by these funds.
- Any applicable taxes due to the Iowa Department of Revenue have either been paid or will be paid from these funds.
My father died in January 2023, and I assure you all has been taken care of.
Lexi, Chatbot
I’m sorry to hear about your father. Have you already completed the small estate affidavit?
I cannot get it to print with that on it.
Lexi, Chatbot
Have you gathered all the necessary documentation related to your father’s remaining funds and debts owed?
Yes.
Lexi, Chatbot
Is there anything else the lawyer should know before I connect you?
I don’t think so.
Seth
Hi there! My name is Seth and I am a licensed attorney. Please tell me how I can help you today.
I’m trying to close out my father’s account and need a small estate affidavit for collection of under $10,000. He passed away 1/17/2023 and to the best of our knowledge all debts have been paid. The credit union needs the affidavit to state those two statements about DHS and taxes, but I can’t get the letter to print that way.
Seth
I’m sorry to hear about your father’s passing. Do you have a copy of the required form?
Yes, and I can forward it to you, if you have an email.
Seth
That’s fine, but what exactly is it that you need my legal assistance with today?
How do I get those statements to print on this required document?
Seth
It sounds like you’re having a technical, not a legal, issue. Unfortunately, I can’t help with technical program issues—only legal questions. For technical help, you’ll need to reach out to an IT expert. Is there anything else I can help answer legally?
Can I get my $49 back?
Seth
I don’t handle billing issues. Please reach out to the organization you signed up with for that. I wish you the best. Take care.
Seth
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