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Nonprobate > Statutory Nonprobate Assets
The section "Statutory Nonprobate Assets": Probate Assets That Are Convertible to Nonprobate Assets Due to Specific Statutory Exceptions on the website page Determining Decedent's Probate Assets listed seven probate assets that could be converted into nonprobate assets by specific federal or Washington statutes. This paragraph describes the documents needed to transfer these "statutory nonprobate assets" to the extent that any of them are in Decedent's estate and you elect to convert them under the relevant statute.
Washington Law:
Bank Accounts to $2,500:
A certified copy of Decedent's Death Certificate.
An Affidavit or Declaration under Penalty of Perjury
stating that you are a
qualified recipient of the funds (eg, the depositor's
surviving spouse or next of kin), and that no personal
representative has been appointed for his/her estate.
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Credit Union Accounts to $1,000:
A certified copy of Decedent's Death Certificate.
An Affidavit or Declaration under Penalty of Perjury
stating that you are a
qualified recipient of the funds (eg, the depositor's
surviving spouse or next of kin), and that no personal
representative has been appointed for his/her estate.
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Unpaid Wages to $2,500:
A certified copy of Decedent's Death Certificate.
An Affidavit or Declaration under Penalty of Perjury
stating that you are a
qualified recipient of the funds (the worker's surviving
spouse, children, or parents, in that order), and that no personal
representative has been appointed for his/her estate.
RCW 49.48.120
Social Security Benefits up to $1,000:
An Affidavit or Declaration under Penalty of Perjury that shows: The Decedent's date of death, The relationship of the claimant to
the Decedent, That no Personal Representative has
been appointed or anticipated to be appointed, and That the claimant has the highest
priority among all possible claimants (the surviving spouse,
children, or issue, in that order).
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Vehicles:
Washington Department of Licensing
Form
TD-420-041: Affidavit of Inheritance/Litigation, stating that Decedent
left no estate necessitating administration, and that no Personal
Representative has been appointed for his/her estate.
Federal Law:
IRS Tax Refunds:
IRS
Form 1310:
Statement of Person Claiming Refund Due a Deceased Taxpayer, stating that
the applicant will apply the refund according to the laws of
Decedent's resident state and no personal representative has been appointed
for Decedent's estate.
US Savings Bonds:
Either: Telephone the Seattle branch of the
Federal Reserve Bank, at 206 343-3734, or Go to
their
website.