Get California Heirship Form

The California Heirship form is a document used to establish the heirs of a deceased property owner. This form requires detailed information about the deceased individual and their known relatives, ensuring that all potential heirs are accurately identified. To get started on filling out the form, please click the button below.

Structure

The California Heirship form plays a crucial role in determining the rightful heirs of a deceased property owner. This form requires the detailed listing of all known relatives, ensuring that no one is overlooked in the process of estate distribution. Each section of the form focuses on different categories of relatives, including spouses, children, grandchildren, parents, and siblings. For each individual listed, specific information such as names, dates of birth, and dates of death must be provided. If there are no known relatives in a particular category, the form allows for the entry of "None." It is important to include certified death certificates for deceased relatives to support the claims made. The form not only serves as a record of familial relationships but also includes a declaration that emphasizes the importance of accuracy and honesty in the information provided. This ensures that the claims are processed smoothly and fairly, allowing heirs to receive their rightful inheritance with dignity and respect.

California Heirship Preview

TABLE OF HEIRSHIP

Deceased Owner Name:

Deceased Date:

LIST ALL KNOWN RELATIVES

Enter “None” in any section for which there is no known relative.

Property ID:

(If you need additional space, attach a second Table of Heirship

identifying all missing relatives for all appropriate sections.)

Section 1

FIRST

MIDDLE

(MAIDEN) LAST

Date of

Marriage

Birth

Death

Deceased Owner’s

Spouse(s)

Section 2

FIRST

MIDDLE

(MAIDEN) LAST

Parent’s Name

Birth

Death

(FROM SECTION 1)

Deceased Owner’s

Children

Section 3

FIRST

MIDDLE

(MAIDEN) LAST

Parent’s Name

Birth

Death

(FROM SECTION 2)

Deceased Owner’s

Grandchildren

Section 4

FIRST

MIDDLE

(MAIDEN) LAST

Birth

Death

Deceased

Father:

Owner’s Parents

Mother:

Section 5

FIRST

MIDDLE

(MAIDEN) LAST

Birth

Death

Deceased Owner’s

Brothers and Sisters

Section 6

FIRST

MIDDLE

(MAIDEN) LAST

Parent’s Name

Birth

Death

(FROM SECTION 5)

Children of Deceased

Owner’s Brothers

and Sisters

I declare under penalty of perjury, under the laws of the State of California, that all statements contained in this Table of Heirship and any accompanying documents are true and correct, with full knowledge that all statements made in the Table of Heirship are subject to investigation and that any false or dishonest statement may be grounds for denial of the submitted claim.

PRINTED NAME	SIGNATURE

DS/gk	Rev. 4/25/2012

Name

Date of Birth

Date of Death

Section 6

Name

Parent’s Name

(FROM SECTION 5)

Date of Birth

Date of Death

Section 5

Section 4

Name

Date of Birth

Date of Death

Name

Parent’s Name

(FROM SECTION 2)

Date of Birth

Date of Death

Section 3

Name

Parent’s Name

(FROM SECTION 1)

Date of Birth

Date of Death

Section 2

Name

Date of Marriage

Date of Birth

Date of Death

Section 1

	TABLE OF HEIRSHIP
	INSTRUCTIONS
Deceased Owner Name	Enter the name of the deceased person whose property you are claiming.

Deceased Date	Enter the date the deceased property owner died.

Property ID	Enter the Property ID found on the claim details page printed with your claim form.

To ensure you receive the funds to which you are entitled, enter the requested information for yourself and all of the deceased property owner’s known relatives, both living and dead. In addition, provide a copy of all pages of the certified death certificate for all deceased relatives listed in all Sections above your name to whom you are directly related (such as, your grandmother/grandfather, mother/father, and/or son/daughter).

Include in this section all of the deceased property owner’s current or former spouses. Enter one spouse per line (living or dead). If the deceased owner never married, enter “None.”

Enter the spouse’s first, middle, (maiden name, if applicable) and last name.

Enter the spouse’s date of marriage to the deceased property owner.

Enter the spouse’s date of birth.

If the spouse is deceased, enter the spouse’s date of death.

Include in this section all of the deceased property owner’s children. Enter one child per line (living or dead). If the deceased owner did not have any children, enter “None.”

Enter the child’s first, middle, (maiden name, if applicable) and last name.

Enter the first name of the child’s parent, as listed in Section 1.

Enter the child’s date of birth.

If the child is deceased, enter the child’s date of death.

Include in this section all of the deceased property owner’s grandchildren. Enter one grandchild per line (living or dead). If the deceased owner did not have any grandchildren, enter “None.”

Enter the grandchild’s first, middle, (maiden name, if applicable) and last name.

Enter the first name of grandchild’s parent, as listed in Section 2.

Enter the grandchild’s date of birth.

If the grandchild is deceased, enter the grandchild’s date of death.

Include in this section both of the deceased property owner’s parents (living or dead).

Enter the parent’s first, middle, (maiden name, if applicable) and last name.

Enter the parent’s date of birth.

If the parent is deceased, enter the parent’s date of death.

Include in this section all of the deceased property owner’s brothers and sisters. Enter one brother or sister per line (living or dead). If the deceased owner did not have any brothers or sisters, enter “None.”

Enter the brother or sister’s first, middle, (maiden name, if applicable) and last name.

Enter the brother or sister’s date of birth.

If the brother or sister is deceased, enter the brother or sister’s date of death.

Include in this section all of the deceased property owner’s nieces and nephews. Enter one niece or nephew per line (living or dead). If the deceased owner did not have any nieces or nephews, enter “None.”

Enter the niece or nephew’s first, middle, (maiden name, if applicable) and last name.

Enter the first name of the niece or nephew’s parent, as listed in Section 5.

Enter the niece or nephew’s date of birth.

If the niece or nephew is deceased, enter the niece or nephew’s date of death.

DS/gk

Rev. 4/25/2012

➤ PDF File

Document Data

Fact Name	Details
Purpose	The California Heirship form is used to identify and document the heirs of a deceased property owner.
Governing Law	This form is governed by California Probate Code Sections 6400-6414.
Required Information	All known relatives of the deceased must be listed, including spouses, children, grandchildren, parents, and siblings.
Certification	The form must be signed under penalty of perjury, affirming the truthfulness of the information provided.
Attachments	A certified death certificate for each deceased relative listed must be included.
Multiple Sections	The form consists of multiple sections, each designated for different categories of relatives.
Filing Deadline	Timely submission of the form is crucial to ensure claims are processed without delay.
Updating Information	If additional relatives are identified, attach a second Table of Heirship to include them.

How to Use California Heirship

Completing the California Heirship form requires careful attention to detail. This form will help establish the rightful heirs to a deceased person's property. Below are the steps to accurately fill out the form.

Deceased Owner Name: Write the full name of the deceased individual whose property is being claimed.
Deceased Date: Enter the date of death for the deceased owner.
Property ID: Input the Property ID found on your claim details page.
Section 1: List all known spouses of the deceased. For each spouse, provide their first, middle (if applicable), maiden (if applicable), and last name, along with the date of marriage, date of birth, and date of death (if applicable). If there are no spouses, write “None.”
Section 2: Document the children of the deceased owner. Include their first, middle (if applicable), maiden (if applicable), and last names, along with their parent’s name (as listed in Section 1), date of birth, and date of death (if applicable). If there are no children, write “None.”
Section 3: Enter the grandchildren's information. Provide their first, middle (if applicable), maiden (if applicable), and last names, along with their parent's name (as listed in Section 2), date of birth, and date of death (if applicable). If there are no grandchildren, write “None.”
Section 4: List the deceased owner’s parents. Include their first, middle (if applicable), maiden (if applicable), and last names, along with their dates of birth and death (if applicable).
Section 5: Document the deceased owner’s siblings. For each sibling, provide their first, middle (if applicable), maiden (if applicable), and last names, along with their dates of birth and death (if applicable). If there are no siblings, write “None.”
Section 6: List the children of the deceased owner’s siblings. Provide their first, middle (if applicable), maiden (if applicable), and last names, along with their parent's name (as listed in Section 5), date of birth, and date of death (if applicable). If there are no nieces or nephews, write “None.”
Declaration: Sign and print your name, confirming that all information provided is true and correct. Include the date of your signature.

Once you have filled out the form, review it carefully for accuracy. Make sure to attach any necessary documents, such as death certificates for deceased relatives. This will help ensure that your claim is processed smoothly.

Key Facts about California Heirship

What is the California Heirship form?

The California Heirship form is a legal document used to identify the heirs of a deceased property owner. This form helps in establishing who is entitled to inherit the property of the deceased. It requires detailed information about the deceased and their relatives, including spouses, children, grandchildren, parents, and siblings.

Who needs to fill out the California Heirship form?

Anyone claiming property from a deceased owner in California should complete this form. This includes heirs, beneficiaries, or individuals who have a legal interest in the property. It is essential to provide accurate information about the deceased and all known relatives to support the claim.

What information is required on the form?

The form requires the name of the deceased, their date of death, and the Property ID. You must list all known relatives, including spouses, children, grandchildren, parents, and siblings. For each relative, provide their full name, date of birth, and date of death if applicable. If there are no known relatives in a section, simply write “None.”

What if I do not know all the relatives?

If you do not know all the relatives of the deceased, fill out the form with the information you have. You can attach additional pages if necessary. It is crucial to be honest and provide as much information as possible. If you are unsure, consider seeking help from family members or legal professionals.

Is a death certificate required?

Yes, a certified death certificate is required for all deceased relatives listed on the form. This includes parents, siblings, and any other relatives directly related to the deceased property owner. Providing this documentation helps verify the information you submit.

What happens if I provide false information?

Providing false information on the California Heirship form can lead to serious consequences. It may result in the denial of your claim. Additionally, it could expose you to legal penalties under California law. Always ensure that the information you provide is accurate and truthful.

Can I submit the form online?

The submission process for the California Heirship form may vary by jurisdiction. Check with the relevant local authorities or court to determine if online submission is available. If not, you may need to submit the form in person or by mail.

What should I do after completing the form?

After completing the California Heirship form, review it carefully to ensure all information is correct. Gather the necessary documents, including death certificates, and submit the form to the appropriate authority. Keep a copy for your records and follow up to confirm receipt and processing.

Common mistakes

Filling out the California Heirship form can be a daunting task, and many people make mistakes that can delay the process or even jeopardize their claims. One common error is failing to provide complete names. Each relative's full name, including middle names and maiden names when applicable, must be included. Omitting any part of a name can lead to confusion and potential disputes over the rightful heirs.

Another frequent mistake involves neglecting to enter "None" in sections where there are no known relatives. Each section must be filled out completely, even if that means indicating the absence of relatives. This oversight can signal to officials that the form is incomplete and may result in unnecessary delays in processing.

Inaccurate dates of birth and death are also problematic. Each entry must be precise, as discrepancies can raise questions about the validity of the claims. Double-checking these dates against official documents can help avoid this mistake. Furthermore, failing to include all known relatives, such as former spouses or stepchildren, can lead to complications. All relevant relationships must be disclosed to ensure a thorough representation of the deceased's family.

People often overlook the requirement to attach certified death certificates for deceased relatives listed on the form. This documentation is crucial for verifying relationships and supporting claims. Without it, the form may be deemed insufficient, causing delays or denials.

Another mistake is using vague or incomplete information in the property ID section. The Property ID must be accurately copied from the claim details page. Providing incorrect or missing information can lead to confusion and hinder the processing of claims.

Lastly, many individuals forget to sign the form. The declaration under penalty of perjury emphasizes the importance of accuracy and truthfulness. A missing signature can render the entire form invalid. Ensuring all sections are filled out completely and accurately, along with a signature, is essential for a successful submission.

Documents used along the form

When dealing with the California Heirship form, several other documents may be required to support your claim and provide a clear picture of the deceased's family structure. Each of these documents serves a specific purpose in establishing the rightful heirs and ensuring the correct distribution of assets. Here’s a list of important forms and documents that are often used alongside the California Heirship form.

Death Certificate: This official document confirms the date and cause of death. It is essential for establishing the legal status of the deceased and is often required for processing claims.
Will: If the deceased left a will, it outlines their wishes regarding asset distribution. This document can clarify the intentions of the deceased and may affect the heirship process.
Trust Documents: If the deceased had a trust, these documents detail how assets are to be managed and distributed. They can provide crucial information about beneficiaries and the management of the estate.
Marriage Certificate: This document proves the legal marriage between the deceased and their spouse(s). It may be necessary to establish the rights of the surviving spouse in the distribution of assets.
Divorce Decree: If the deceased was previously married and divorced, this document outlines the terms of the divorce and can impact the claims of former spouses regarding inheritance.
Birth Certificates: These documents establish the relationship between the deceased and their children or grandchildren. They are often required to confirm the lineage of heirs.
Adoption Records: If any heirs were adopted, these records help to establish their legal status as heirs to the estate, ensuring they are recognized in the heirship process.
Affidavit of Heirship: This document is often used to declare the identity of heirs when there is no will. It may include statements from relatives or friends attesting to the family structure of the deceased.
Property Deeds: These documents provide proof of ownership for the deceased's assets. They are crucial for understanding what property is included in the estate.

Gathering these documents will help streamline the process of claiming inheritance and ensure that all necessary information is available for review. By being prepared with the right paperwork, you can facilitate a smoother transition of assets to the rightful heirs.

Similar forms

Affidavit of Heirship: This document establishes the heirs of a deceased person, similar to the California Heirship form. It lists the deceased's relatives and confirms their relationship to the deceased.
Probate Petition: A probate petition is filed to initiate the probate process, which identifies heirs and distributes the deceased's assets. Like the California Heirship form, it requires information about relatives.
Death Certificate: A death certificate provides official confirmation of a person's death. It is often required alongside the California Heirship form to verify the deceased's passing.
Will: A will outlines how a person's assets should be distributed after death. It complements the California Heirship form by specifying beneficiaries and confirming heirship.
Trust Document: A trust document details the management of assets placed in a trust. It can serve a similar purpose by identifying beneficiaries, much like the California Heirship form.
Family Tree Chart: A family tree chart visually represents family relationships. It can be used alongside the California Heirship form to illustrate the connections between the deceased and their relatives.
Notice to Creditors: This document informs creditors of the deceased's passing and invites them to make claims against the estate. It relates to the California Heirship form by ensuring all potential claims are addressed during the heirship process.

Dos and Don'ts

When filling out the California Heirship form, it is important to follow specific guidelines to ensure accuracy and completeness. Below is a list of things you should and shouldn't do while completing this form.

Do enter the full name of the deceased owner accurately.
Do provide the date of death for the deceased owner.
Do list all known relatives, including spouses, children, and grandchildren.
Do include a copy of the certified death certificates for all deceased relatives you mention.
Don't leave any section blank; if there are no relatives to report, enter “None.”
Don't forget to include the Property ID from your claim details page.
Don't use abbreviations or nicknames for names; provide full legal names.
Don't submit the form without checking for accuracy and completeness.

By adhering to these guidelines, you can help ensure that your claim is processed smoothly and efficiently.

Misconceptions

Understanding the California Heirship form is crucial for anyone involved in property claims after a death. However, several misconceptions often arise. Here are six common misunderstandings:

The form only applies to direct descendants. Many believe that only children and spouses need to be listed. In reality, the form requires information about all known relatives, including parents, siblings, and even grandchildren.
All relatives must be living. Some think that only living relatives can be included. The form actually allows for the inclusion of deceased relatives as well, which is essential for establishing a complete family tree.
Providing a death certificate is optional. It is a common myth that death certificates for deceased relatives are not necessary. However, the form specifically requires copies of death certificates for all deceased relatives listed to validate the claims.
Filling out the form is straightforward and quick. While the form may seem simple, it can be time-consuming. Gathering all required information and documents can take considerable effort, especially if the family tree is complex.
You can leave sections blank if unsure. Some individuals think it's acceptable to skip sections. However, the form instructs users to enter "None" if there are no known relatives in a section, ensuring clarity and completeness.
Only immediate family members need to be reported. There is a misconception that only immediate family members, like spouses and children, are relevant. The form requires information on extended family, including siblings and grandchildren, to provide a comprehensive overview of the deceased's heirs.

Addressing these misconceptions can help ensure that the California Heirship form is completed accurately and efficiently, which is vital for the successful claim of property rights.

Key takeaways

The California Heirship form is a critical document for individuals seeking to claim property from a deceased owner. Understanding how to fill out and use this form effectively can facilitate the claims process.

Accurate Information: Ensure that all names, dates of birth, and dates of death are filled out accurately for the deceased owner and all known relatives.
Property ID: Include the Property ID found on the claim details page. This information is essential for identifying the property in question.
Known Relatives: List all known relatives, including current or former spouses, children, grandchildren, parents, and siblings. If there are none, indicate "None" in the respective sections.
Death Certificates: Provide copies of certified death certificates for all deceased relatives listed in the form. This documentation is necessary to verify relationships.
Sections Breakdown: The form is divided into sections that require specific types of information. Follow the instructions carefully for each section to ensure completeness.
Signature Requirement: The form must be signed and dated, affirming that all information provided is true and correct. False statements may lead to denial of the claim.
Additional Space: If more space is needed for listing relatives, attach a second Table of Heirship. Clearly identify all missing relatives in the appropriate sections.
Review Before Submission: Before submitting the form, review all entries for accuracy and completeness to avoid delays in processing the claim.