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Idaho Small Estate Affidavit | Form CAO Pb 01

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An Idaho small estate affidavit, or the ‘affidavit collecting personal property of the decedent’ or ‘Form CAO Pb 01’, is for use by the next of kin of a person who died with assets, minus liens and encumbrances, not exceeding $100,000. It cannot be utilized until at least thirty days have passed since the date of death and no applications or petitions have been filed in any court to have the estate probated. This provides an efficient way for a spouse or child to gather the assets of the decedent in an efficient manner without having to engage in a complicated probate process.

Laws – § 15-3-1201

Maximum – $100,000 market value of estate less any liens/encumbrances. This form cannot be used for the transfer of real estate.

Motor Vehicles Only – Use Form ITD 3413 to transfer a vehicle of the Decedent. Must be filed with the Transportation Department (See Locations).

How to Write

Step 1 – In Section 1, write in the name of the deceased, the county in which the deceased resided at the time of death, the date of death and the place of death.

Step 2 – Note that the value of the decedent’s property minus liens and encumbrances may not exceed $100,00.

Step 3 Note that at least thirty days must have passed since the date of death and that no one has previously filed a petition with the probate court to administer the estate.

Step 4 Write in the name of the decedent’s successors and the percentage of the assets he or she is entitled to.

Step 5 – Sign and date in front of a notary public.

Step 6 After it is signed, it can be presented to anyone in possession of the decedent’s personal property.


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