Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons is a commonly used form within Arizona. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons:

• This form pertains to the State of Arizona

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Arizona’s Form AOC PBPAFORM2F - Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Arizona form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Arizona probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form AOC PBPAFORM2F, take a break, and then review. Probate and estate settlement processes in AZ are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form AOC PBPAFORM2F online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form AOC PBPAFORM2F witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

Sponsored by Atticus App

Need help with Arizona Probate?

Join all the other families who have trusted Atticus through probate, and experience the peace that comes from knowing you're taking the right steps, spending the least amount of money, and not wasting a single second.

Start for free

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Arizona.

5 reasons you should submit AOC PBPAFORM2F as quickly as possible:

1. The sooner you begin, the faster Arizona can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Arizona. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Arizona is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Arizona probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Arizona probate clerk or court for exact answers regarding Form AOC PBPAFORM2F, and when in doubt— consult a qualified trust & estates lawyer for that area.

Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons is one of the many probate court forms available for download through Atticus.

It may also be available through some Arizona probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Arizona.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form AOC PBPAFORM2F - Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Arizona probate court office.

Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Arizona-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Arizona Form AOC PBPAFORM2F - Form 2 - Order To Guardian And Acknowledgment And Information To Interested Persons. You can use this to get an idea of the context of the form and what type of information is needed.

Name of Person Filing Document: Address: City, State, Zip Code: Telephone Number: Attorney Bar Number (if applicable): Licensed Fiduciary Number (if applicable): Representing [ ] Self or [ ] Attorney for: IN THE SUPERIOR COURT OF THE STATE OF ARIZONA IN AND FOR THE COUNTY OF In the Matter of the Guardianship ofCase Number: ORDER TO GUARDIAN AND ACKNOWLEDGEMENT AND INFORMATION TO INTERESTED PERSONS Ward’s Name, [ ] a Minor [ ] an Adult(Assigned Judicial Officer) Warning: This appointment is not effective until the Letters of Appointment have been issued by the Clerk of the Superior Court. The welfare and best interest of the person named above (“your ward”) are matters of great concern to this Court. By accepting appointment as guardian you have subjected yourself to the power and supervision of the Court. Therefore, to assist you in the performance of your duties, this Order is entered. You are required to be guided by it and comply with its provisions, as it relates to your duties as guardian of your ward as follows: 1.You have powers and responsibilities similar to those of a parent of a minor child, except that you are not legally obligated to contribute to the support of your ward from your own funds. 2.Unless the Order appointing you provides otherwise, your duties and responsibilities include (but are not limited to) making appropriate arrangements to see that your ward's personal needs (such as food, clothing, and shelter) are met. 3.You are responsible for making decisions concerning your ward's educational, social, and religious Effective January 1, 2017Page 1 of 5AOC PBPAFORM2F Revised November 9, 2016 FOR CLERK’S USE ONLY Case Number: activities. If your ward is 14 years of age or older, you must take into account the ward's preferences to the extent they are known to you or can be discovered with a reasonable amount of effort. 4.You are responsible for encouraging and allowing contact between your ward and other persons who have a significant relationship with your ward, unless there is reason to believe that contact would be detrimental to the ward’s health, safety, or welfare. 5.You are responsible for making decisions concerning your ward's medical needs. Such decisions include (but are not limited to) the decision to place your ward in a nursing home or other health care facility and the employment of doctors, nurses, or other professionals to provide for your ward's health care needs. However, you are to use the least restrictive means and environment available that meet your ward's needs. 6.You may arrange for medical care to be provided even if your ward does not wish to have it, but you may not place your ward in an inpatient psychiatric facility against your ward's will unless the Court specifically has authorized you to consent to such placement. 7.You are required to notify the ward’s family members as soon as practicable if your ward is admitted to a hospital for more than 3 days or if your ward dies. 8.You may handle small amounts of money or property belonging to your ward without being appointed as a conservator. A “small amount” means that the ward does not receive income (from all sources) exceeding $10,000 per year, does not accumulate excess funds exceeding that amount, and does not own real property. If more than these amounts come into your possession, or are accumulated by you, you are required to petition the Court for the appointment of a conservator. 9.If you handle any money or property belonging to your ward, you have a duty to do each of the following: a.Care for and protect your ward's personal effects; b.Apply any monies you receive for your ward's current support, care, and education needs; c.Conserve any excess funds not so spent for your ward's future needs; d.Maintain your ward's funds in a separate account, distinct from your own and identified as belonging to the ward; e.Maintain records of all of the ward's property received and expended during the period of the guardianship; f.Account to your ward or your ward's successors at the termination of the guardianship; and g.Not purchase, lease, borrow, or use your ward's property or money for your benefit or anyone else's, without prior Court approval. Effective January 1, 2017Page 2 of 5AOC PBPAFORM2F Revised November 9, 2016 Case Number: 10.You shall not accept any compensation of any kind for placing your ward in a particular nursing home or other care facility, using a certain doctor, or using a certain lawyer. “Compensation” includes, but is not limited to, direct or indirect payments of money, “kickbacks,” gifts, favors, and other kinds of personal benefits. If you believe a certain placement or service, that might otherwise be considered self-dealing or a conflict of interest, is in the best interest of your ward, you must document to the Court your reasoning for selecting such placement or service and obtain Court approval. 11.You will need to obtain a certified copy of the Letters of Appointment that are issued to you by the Clerk of the Superior Court. Your certified copy is proof of your authority to act as guardian of your ward, and you should have this document available when acting on behalf of your ward. You may need to obtain additional (or updated) copies from time to time for delivery to, or inspection by, the people with whom you are dealing. 12.You are required to report annually, in writing, with respect to your ward's residence, physical and mental health, whether there still is a need for a guardian, and (if there is no conservator) your ward's financial situation. Your report is due each year on the anniversary date of the issuance of your Letters of Appointment as permanent guardian. 13.If your ward's physical address changes, you shall notify the Court by updating the Probate Information Form within three (3) days of learning of the change in your ward's physical address. If your ward dies, you shall notify the Court in writing of the ward's death within ten (10) days of learning that the ward has died. 14.You must be conscious at all times of the needs and best interests of your ward. If the circumstances that made a guardianship necessary should end, you are responsible for petitioning the Court to terminate the guardianship and obtaining your discharge as guardian. Even if the guardianship should terminate by operation of law, you will not be discharged from your responsibilities until you have obtained an Order from this Court discharging you. 15.If you become unable to continue with your duties for any reason, you (or your guardian or conservator, if any) must petition the Court to accept your resignation and appoint a successor. If you should die, your personal representative or someone acting on your behalf must advise the Court and petition for the appointment of a successor. 16.If you have any questions about the meaning of this Order or the duties that it and the statutes impose upon you by reason of your appointment as guardian, you should consult an attorney or petition the Court for instructions. 17.If you are not a licensed fiduciary and are not related by blood or marriage to the ward, you are not entitled to compensation for your services as the ward's guardian. See A.R.S. §14-5651(K)(1). 18.Within thirty (30) days after your Letters of Appointment as guardian are issued, you must mail a copy of this Order to Guardian and Acknowledgement and Information to Interested Persons to the following: a.Your ward; Effective January 1, 2017Page 3 of 5AOC PBPAFORM2F Revised November 9, 2016 Case Number: b.Your ward’s attorney, spouse, parents, and adult children; c.Your ward’s conservator if one has been appointed for your ward; and d.Any person who has filed a demand for notice in connection with this matter. This is only an outline of some of your duties as guardian. It is your responsibility to obtain proper legal advice about your duties. Failure to do so may result in personal financial liability for any losses. WARNING: FAILURE TO OBEY THE ORDERS OF THIS COURT AND THE STATUTORY PROVISIONS RELATING TO GUARDIANS MAY RESULT IN YOUR REMOVAL FROM OFFICE AND OTHER PENALTIES. IN SOME CIRCUMSTANCES, YOU MAY BE HELD IN CONTEMPT OF COURT, AND YOUR CONTEMPT MAY BE PUNISHED BY CONFINEMENT IN JAIL, A FINE, OR BOTH. This Order shall be effective on __________________________, the minor’s eighteenth (18 th ) birthday. DATED this ___ day of _______________, 20 ___. __________________________________________ Judicial Officer’s Signature __________________________________________ Judicial Officer’s Name (Type or Print Name) Effective January 1, 2017Page 4 of 5AOC PBPAFORM2F Revised November 9, 2016 Case Number: ACKNOWLEDGEMENT I (We), the undersigned acknowledges receiving a copy of this Order and agrees to be bound by its provisions, whether or not read before signing, as long as serving as guardian. ____________________________________________________________________________ Guardian’s Signature ______________________________________ Guardian’s Name (Type or Print Name) Date ____________________________________________________________________________ Co-Guardian’s Signature (if any) ______________________________________ Co-Guardian’s Name (Type or Print Name) Date Effective January 1, 2017Page 5 of 5AOC PBPAFORM2F Revised November 9, 2016