The Affidavit of Death and Heirship is a fundamental legal document in Philippine succession law, typically used when a person dies leaving property but formal court proceedings for estate settlement may not be necessary or as part of larger estate proceedings. This document is particularly important in the Philippine legal system where extrajudicial settlement of estates is common for qualifying cases. The affidavit must comply with the Civil Code of the Philippines, the Rules of Court (particularly Rule 74), and local notarial regulations. It serves multiple purposes: establishing the fact of death, identifying legal heirs, facilitating property transfers, and supporting tax compliance. The document is often required by banks, government agencies, and property registrars to process estate-related transactions.
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1. Title and Jurisdiction: States the document type and jurisdiction where it is being executed
2. Affiant Information: Identifies the person making the sworn statement, including their full legal name, age, citizenship, and address
3. Deceased Person Information: Details about the deceased person including full name, date of death, place of death, and last known address
4. Relationship Statement: Establishes the relationship between the affiant and the deceased
5. Death Circumstances: Facts regarding the death, including cause if known, and reference to death certificate
6. Marital Status: Statement about the deceased person's marital status at time of death
7. Heir Identification: Comprehensive list of all legal heirs, their relationships to the deceased, ages, and addresses
8. Property Statement: General statement about the existence of property left by the deceased
9. Verification: Statement verifying that all information provided is true and correct
10. Oath: Formal oath statement required for affidavits in the Philippines
11. Execution: Signature block, date, and place of execution
1. Previous Marriages: Required if the deceased had any previous marriages, listing former spouses and status of those marriages
2. Adopted Children: Required if the deceased had any legally adopted children who are entitled to inherit
3. Disinherited Heirs: Required if any legal heirs were disinherited through a valid will
4. Will Statement: Required if the deceased left a will, including details of the will's execution and location
5. Estate Tax Statement: Optional statement regarding estate tax compliance, particularly useful for high-value estates
6. Waiver of Rights: Required if any heirs are waiving their rights to inherit
7. Foreign Property: Required if the deceased owned property in other countries
1. Death Certificate: Certified true copy of the death certificate
2. Birth Certificates: Copies of birth certificates establishing relationships of heirs to deceased
3. Marriage Certificate: Copy of marriage certificate if deceased was married
4. Property List: Detailed inventory of known properties left by the deceased
5. Family Tree: Diagram showing relationships between deceased and all claimed heirs
6. Supporting Affidavits: Additional affidavits from other family members or witnesses confirming facts stated in main affidavit
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