Affidavit Of Person To Be Appointed Guardian And/or Conservator

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.

Affidavit Of Person To Be Appointed Guardian And/or Conservator 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 Affidavit Of Person To Be Appointed Guardian And/or Conservator

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Affidavit Of Person To Be Appointed Guardian And/or Conservator:

• 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 pbgc13fz - Affidavit Of Person To Be Appointed Guardian And/or Conservator 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 pbgc13fz, 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 pbgc13fz 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 pbgc13fz 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 Affidavit Of Person To Be Appointed Guardian And/or Conservator 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.

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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 pbgc13fz 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 pbgc13fz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Affidavit Of Person To Be Appointed Guardian And/or Conservator 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 pbgc13fz - Affidavit Of Person To Be Appointed Guardian And/or Conservator 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.

Affidavit Of Person To Be Appointed Guardian And/or Conservator 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 pbgc13fz - Affidavit Of Person To Be Appointed Guardian And/or Conservator. You can use this to get an idea of the context of the form and what type of information is needed.

Person Filing: Address (if not protected): City, State, Zip Code: Telephone: Email Address: Lawyer’s Bar Number: Licensed Fiduciary Number: ____________________________________ Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent SUPERIOR COURT OF ARIZONA IN ____________ COUNTY In the Matter of the Case Number: PB Guardianship and/or Conservatorship of: AFFIDAVIT OF PERSON TO BE APPOINTED GUARDIAN OR CONSERVATOR A.R.S. § 14-5106 an Adult or a Minor INSTRUCTIONS: As required by Arizona law A.R.S. § 14-5106, indicate whether statements 1-11 below are true or false, and provide the information requested to complete “12” and “13”. Explain any “false” statements on separate page(s) and attach to this document before filing. S ign the document in the presence of a Clerk of the Court or a Notary Public, and file along with the Petition for Appointment of Guardian and/or Conservator. UNDER PENALTY OF PERJURY, I SWEAR OR AFFIRM: 1. True or False. I have not been convicted of a felony in any jurisdiction. 2. True or False. I have not acted as a guardian or conservator for another person for at least three years before I filed this Petition. 3. True or False. I know and understand the powers and duties I would have as a guardian and/or conservator. 4. True or False. I have not had a power of attorney for anyone for at least three years before I filed this Petition. 5. True or False. To the best of my knowledge, neither I nor any business in which I have an interest is listed in the Elder Abuse Registry at the Office of the Arizona Attorney General. 6. True or False. If I have been a guardian/conservator before, I either filed the required documents on time, or within 3 months of receiving a notice from the court that the report/accounting was due. 7. True or False. I have never been removed by the court as a guardian or conservator. FOR CLERK’S USE ONLY ©Superior Court of Arizona in Maricopa County PBGC13f - 050115 ALL RIGHTS RESERVED AFF Page 1 of 2 Case No.: ____________________ 8. True or False. Neither I nor any business in which I have an interest has ever received anything of value greater than a total of one hundred dollars in any one year by gift, or will, or inheritance from an individual or the estate of an individual to whom I was not related by blood or marriage and for whom I served at any time as guardian, conservator, trustee, or attorney-in-fact. 9. True or False. To the best of my knowledge, neither I nor any business in which I have an interest is named as a personal representative, trustee, devisee (beneficiary of a will), or other type of beneficiary for any individual to whom I am not related by blood or marriage and for whom I have ever served as guardian, conservator, trustee, or attorney-in-fact. 10. True or False. I have no interest in any business that provides housing, health care, nursing care, residential care, assisted living, home health services, or comfort care services to any individual. (Explain every “false” above on separate page(s) and attach to this document before filing.) 11. My relationship to the proposed person in need of protection is: (Examples: parent/grandparent/sister/caregiver/friend) 12. I met the proposed ward under the following circumstances: OATH OR AFFIRMATION OF THE PERSON TO BE APPOINTED GUARDIAN AND/OR CONSERVATOR I swear or affirm that I have read and understand the contents of this document, and that the information I have provided is true and correct to the best of my knowledge and belief. Date Signature Printed Name STATE OF COUNTY OF Subscribed and sworn to or affirmed before me this: by (date) . (notary seal) Deputy Clerk or Notary Public NOTE: IF YOU ANSWERED “FALSE” TO ANY QUESTION ABOVE, YOU MUST ATTACH AN EXPLANATION AS INSTRUCTED ON THE NEXT PAGE. The page following is an instruction page only. Do NOT file it with the Court. Page 2 of 2 ©Superior Court of Arizona in Maricopa County PBGC13f - 050115 ALL RIGHTS RESERVED AFF Case No.: ____________________ EXPLANATIONS THAT MUST BE ADDED TO THE AFFIDAVIT OF A PERSON WHO WANTS TO BE APPOINTED GUARDIAN OR CONSERVATOR (Required by Arizona Law: A.R.S. § 14-5106) For any corresponding numbered statement on the Affidavit which you marked False, explain the following on a separate page or pages and attach to your Affidavit. The information provided in the attachment is covered by the same oath or affirmation and penalty of perjury as the Affidavit. FILE THE EXPLANATIONS WITH THE AFFIDAVIT, BUT DO NOT FILE THIS PAGE. 1. As to each felony for which you have been convicted, list: a. The nature of the offense. b. The name and address of the sentencing court. c. The case number. d. The date of conviction. e. The terms of the sentence. f. The name and telephone number of any current probation or parole officer. g. The reasons why the conviction should not disqualify you from appointment. 2. If you have acted as guardian or conservator within three years before filing this petition, list: a. The names of individuals for whom you are currently serving, and court case numbers. b. The names of individuals for whom your appointment has been terminated within the three-year period, and the court case number. 3. State the total number of persons for whom you have served as a guardian or conservator. If you have acted under a power of attorney for the proposed ward/protected person, explain: a. The date the power of attorney was signed. b. The place where it was signed. c. The actions you have taken pursuant to the power of attorney. d. Whether the power of attorney is currently in effect. 4. If you do not have the required information, please explain how you intend to obtain this information. 5. State the reason for such listing on Elder Abuse Registry and the name of any business in which you have an interest that is listed on the Registry . 6. List the name and location of the court and the name and case number of the files in which you were delinquent in filing the required report. 7. List the name and location of the court, the name and case number of each file, and the circumstances of your removal. 8. State the number of occasions on which you and/or any business in which you have an interest received such gifts, list and describe the gifts, the dates received, and list the value of each. 9. State the number of occasions on which you or any business in which you have an interest have been named as a personal representative, trustee, or other type beneficiary listed. 10. List the name and address of each business and the extent and nature of your interest. DO NOT FILE THIS SHEET WITH THE CLERK’S OFFICE INSTRUCTION SHEET ONLY Page 1 of 1 ©Superior Court of Arizona in Maricopa County PBGC13f - 050115 ALL RIGHTS RESERVED AFF