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Affidavit of Self-Adjudication

Also known as affidavit of self-adjudication (sole heir), sole heir affidavit, or estate self adjudication.

Read the sample Affidavit of Self-Adjudication

For the only heir of a person who left no will and no unpaid debts, to take over the whole estate without going to court.

Formalities required. Validity depends on how it is signed, witnessed, notarized, or registered. Follow the execution steps exactly.

  • Free live preview
  • Word and PDF download
  • 9 guided steps
  • Independent Philippine estate-lawyer review required before signing or filing

Sample with fictional details. Read more of it →

How it works

  1. Answer the guided questions

    9 short steps, in plain language. Watch the document take shape as you go. No card, and no account needed to try it.

  2. Review it and save your draft

    Read the finished wording, the warnings that apply to you, and your signing checklist. Sign in to save your draft and come back to it.

  3. Pay once and download

    Pay ₱899 through secure PayMongo checkout, then download the Word and PDF files. Revise it for 30 days at no extra charge.

What is an Affidavit of Self-Adjudication?

An Affidavit of Self-Adjudication is a document that records how the estate of a person who has died is settled among the people entitled to it.

What this template does. Prepare an eligible sole heir's sworn Rule 74 self-adjudication after exact exclusive-heirship, no-debt, asset, publication, bond, estate-tax, eCAR, and title checks.

Also searched as

  • sole heir affidavit
  • estate self adjudication
  • affidavit sole heir

Commonly used by

  • Sole heirs

Legal considerations

Formalities required. Exactly one verified heir must exist; a false or incomplete sole-heir statement cannot bind an omitted heir or creditor and requires professional heirship, tax, publication, bond, eCAR, title and transfer processing.

How it is signed

Depends on the route you choose. How it must be signed depends on the choices you make in the questions. Your signing checklist states exactly which formalities apply to your version.

What it draws on

  • Rules of Court Rule 74
  • Civil Code on intestate succession
  • TRAIN estate-tax rules
  • BIR Form 1801 and RMC 33-2026
  • Registry and issuer requirements

The exact provisions, with links to the official text, are listed under the Philippine law behind it.

How to complete your Affidavit of Self-Adjudication

The guided interview takes you through 9 steps. The document updates as you answer, and some questions appear only when your earlier answers make them relevant.

  1. Step 1

    Confirm the Rule 74 route

    This route is available only when the decedent died intestate, left no outstanding debts, and all heirs participate or minors are duly represented.

    Up to 6 questions
  2. Step 2

    Establish death, domicile and marital property

    Death and last domicile drive succession, tax jurisdiction, venue, publication context, and the surviving spouse's separate share. The estate-tax return is due one year after death, and the local transfer tax 60 days after death.

    Up to 15 questions
  3. Step 3

    Identify every legal heir

    Rule 74 does not bind an heir who did not participate or had no notice. Heirship must follow intestate succession, filiation, adoption, representation, and marital-status records. The Registry of Deeds and the BIR need each heir's citizenship, civil status, and TIN.

    Up to 71 questions
  4. Step 4

    Prove there are no outstanding debts

    The two-year presumption is not a declaration that creditors have vanished. Publication and bond protect claims but do not erase valid rights.

    Up to 5 questions
  5. Step 5

    Inventory the entire estate

    Every registrable asset needs the exact source record, ownership share, date-of-death value, liens, and issuer-specific transfer route. Bank deposits, vehicles, shares, and household items are all personal property, and the Rule 74 bond equals their total value.

    Up to 19 questions
  6. Step 6

    Define the adjudication or partition

    The plan must allocate every asset and reconcile hereditary shares. Unequal allocations, waivers, sales, and equalization payments can create separate tax and conveyance consequences.

    Up to 6 questions
  7. Step 7

    Build the BIR estate-tax file

    The tax law at death controls. The estate-tax return is due within one year of death; late filing adds surcharges and interest. New estate-tax-amnesty availment closed in 2025; a timely paid amnesty case may still need settlement proof for eCAR under current 2026 BIR guidance.

    Up to 11 questions
  8. Step 8

    Plan publication, bond and transfers

    Rule 74 requires publication once a week for three consecutive weeks in a newspaper of general circulation in the province, and a bond equal to the certified value of all personal property as a condition before Registry filing.

    Up to 7 questions
  9. Step 9

    Execute and file the correct instrument

    A registrable instrument is signed by every party in the presence of two instrumental witnesses, who also sign. All of them sign the left margin of every page, and the notary states the page count. A multiple-heir deed is acknowledged; a sole heir swears to and acknowledges the affidavit.

    Up to 7 questions

Sample Affidavit of Self-Adjudication

This is how the opening of a finished document reads. Every name, address, and amount is invented. Your own document is built from your answers, so its wording changes with them.

8 clauses, about 919 words in the complete sample.

Affidavit of Self-Adjudication of Estate

Republic of the Philippines · Rule 74 engineering draft · Template v0.2.0

SWORN STATEMENT

I, Carlos Bautista Mercado, Filipino, of legal age, single, TIN 456-789-012-000, residing at 9 Acacia Lane, Barangay Kapitolyo, Pasig City 1603, the decedent's only child (illegitimate, with the decedent named as mother in his PSA birth record), after having been duly sworn, state:

1. Lourdes Bautista Mercado, Filipino, TIN 567-890-123-000, died intestate on April 18, 2026 at Pasig City, with last legal domicile at 9 Acacia Lane, Barangay Kapitolyo, Pasig City 1603. No will or codicil was found after the documented search, and no probate or administration proceeding is known to be pending.

2. The certified death record is: PSA-issued certified death certificate, Registry No. 2026-0733, Civil Registry of Pasig City. The decedent's civil status at death was single.

3. I am the sole and only verified intestate heir and of legal age. The complete succession and representation basis is: The decedent was single and died intestate. Her only child, whose filiation to her is shown in his PSA birth record, is the sole heir. Her parents died before her, and no spouse or other compulsory heir survives her.. The primary records are: PSA birth certificate of the sole heir naming the decedent as his mother, PSA certificate of no marriage (CENOMAR) of the decedent, and PSA death certificates of the decedent's parents..

4. The debt investigation was: The heir reviewed bank, credit, utility, and tax records, made inquiries with known creditors, and searched court records in Pasig City.. Supporting proof is: Paid-in-full certificates and official receipts retained by the heir.. The estate has no outstanding debt requiring administration; this statement does not extinguish a valid claim of a creditor or nonparticipant protected by Rule 74.

5. The estate assets are fully described in the schedules below from current title, tax, issuer, valuation and possession records. Known liens and restrictions are: None known after current registry and creditor review..

SCHEDULE A — REAL PROPERTY

Residential townhouse and lot at 9 Acacia Lane, Pasig City, Transfer Certificate of Title No. 0067890, about 96 square meters, registered in the decedent's name and free of mortgage.

Schedule A covers one (1) parcel of land.

SCHEDULE B — OTHER PERSONAL PROPERTY

Household furniture and appliances, valued in the heir's inventory at the date of death.

Value of the other personal property: ₱150,000.00.

SCHEDULE C — FINANCIAL ASSETS

Savings account no. ending 7730 at Bayanihan Savings Bank, Pasig branch.

Date-of-death value of the financial assets: ₱320,000.00.

SELF-ADJUDICATION

I adjudicate to myself, subject to law, tax, creditor, registry and issuer requirements, the decedent's entire net estate described above. My resulting adjudicated share is 100%. The asset-by-asset implementation is: The entire estate, being the townhouse and lot, the bank deposit, and the personal property, is adjudicated to the sole heir.

This instrument does not transfer the surviving spouse's separate share, another person's property, an omitted asset, or an interest subject to a separate required conveyance/approval merely by describing it here.

No separate sale, donation, gratuitous waiver, or equalization payment is represented as occurring outside the shares and asset partition expressly stated above.

PUBLICATION, BOND, TAX AND REGISTRATION

The fact of this self-adjudication will be published once a week for three consecutive weeks in Balita Metro Weekly, a newspaper of general circulation in the province where the decedent last resided. Publication does not bind a person who did not participate or had no notice beyond what law permits.

The total value of all personal property of the estate, including the financial assets, vehicles, shares and business interests, and other personal property in the schedules above, is ₱470,000.00, as certified under oath by the undersigned heir. A bond in that amount will be filed with the Registry of Deeds simultaneously with, and as a condition precedent to, the filing of this instrument, conditioned on the payment of any just claim under Rule 74, Section 4.

The estate-tax return has been filed and the estate tax paid. The parties' application for the BIR electronic Certificate Authorizing Registration (eCAR) is being processed. Applicable Revenue District Office: BIR Revenue District Office covering the decedent's last domicile in Pasig City.

After tax clearance/eCAR, the parties will complete: Obtain the BIR eCAR, local transfer-tax clearance, Registry of Deeds transfer, assessor update, and each asset issuer's transfer approval.. Relevant Registry of Deeds: Registry of Deeds of Pasig City.

The rest of the document covers

  • RESERVATIONS AND UNDERTAKINGS
  • JURAT — FOR THE NOTARIAL OFFICER TO COMPLETE

No free download for this document. A sole-heir affidavit must be true in every detail about the heirs and debts, and a copied sample can leave out someone entitled to inherit. Build yours through the guided questions instead.

Make it with your details

A finished document, built from your answers.

  • Editable Word and print-ready PDF

    Download the same finished document in both formats, generated from your exact answers.

  • Your purchased version stays yours

    The wording you paid for is locked and can be downloaded again at any time from your account.

  • 30 days of included revisions

    Change facts, dates, or parties in a separate revision draft and download the update at no extra charge.

  • Signing and execution checklist

    Plain steps for signatures, witnesses, notarization, registration, or tax filing where the document needs them.

  • Legal source record

    The Philippine statutes, rules, and provisions behind the template, with the date each was last checked.

Before you start.

How much is the Self-Adjudication?
₱899, paid once. The interview and live preview are free, and the price covers the Word and PDF files, 30 days of revisions, and your account copy. There is no subscription. See all pricing →
How long does it take?
The guided interview has 9 steps and up to 147 questions. Some questions only appear when they apply to your situation, so you may answer fewer. You can read the document as it builds, and sign in to save a draft and finish later.
Do I need a notary?
Depends on the route you choose. How it must be signed depends on the choices you make in the questions. Your signing checklist states exactly which formalities apply to your version. Your signing checklist lists the exact steps for your version.
Is it reviewed by a lawyer?
This template’s current status is: Independent Philippine estate-lawyer review required before signing or filing. LAW.PH is legal self-help software, not a law firm, and will not describe a document as lawyer-reviewed until an independent Philippine lawyer has approved this exact version.
Is there a free template?
You can read the sample on this page for free. A sole-heir affidavit must be true in every detail about the heirs and debts, and a copied sample can leave out someone entitled to inherit. Build yours through the guided questions instead.
Can I change it after I buy it?
Yes. For 30 days you can create a separate revision draft, update your answers, and download the revised files at no extra charge. The version you originally bought is preserved unchanged.
Which law does it follow?
It is drafted under Philippine law and relies on 10 official sources, each listed above with the provisions used and the date it was last checked.
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