Annual Report Of Guardian

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.

Annual Report Of Guardian 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 Annual Report Of Guardian

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Annual Report Of Guardian:

• 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 pbgcg92fz - Annual Report Of Guardian 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 pbgcg92fz, 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 pbgcg92fz 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 pbgcg92fz 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 Annual Report Of Guardian 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?

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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 pbgcg92fz 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 pbgcg92fz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Annual Report Of Guardian 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 pbgcg92fz - Annual Report Of Guardian 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.

Annual Report Of Guardian 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 pbgcg92fz - Annual Report Of Guardian. You can use this to get an idea of the context of the form and what type of information is needed.

©Superior Court of Arizona in Maricopa County Page 1 of 4 PBGCG92f – 041519 ALL RIGHTS RESERVED Person Filing: Address (if not protected): City, State, Zip Code: Telephone: Email Address: ATLAS Number: __________________ Lawyer’s Bar Number: Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent SUPERIOR COURT OF ARIZONA IN ___________ COUNTY In the Matter of Guardianship for: Case Number PB: ANNUAL REPORT OF GUARDIAN DUE: - - Name of the Protected Person, the Ward Month Date Year Instructions to Guardian: Arizona law (A.R.S. §14-5209(B)(5) and §14-5315), and Arizona Rules of Probate Court Procedure Rule 30(c) requires every guardian of a protected or incapacitated adult or minor to advise the court each year regarding their Ward. Complete this report each year and file it on or before the date listed in the Order or if no date is specified, on or before the anniversary date of the “Letters of Appointment”. When complete, mail to: Probate Court Administration: East Court Building, 3rd Floor, 101 West Jefferson, Phoenix, Arizona 85003 You must also mail a copy of the report to anyone else who has “appeared” in the case and fill out the Declaration of Mailing at the end of the report to show the names and addresses of all the people to whom you mailed the report and the date of mailing. Refer to the document “Instructions: How to Fill out the Probate Court Annual Report of Guardian” to make sure you have completed this report correctly and completely and that you have provided copies to all persons required by law. I am the Guardian and make these statements: 1.Reporting period: This annual report covers the period FROM: - - TO:- - Month Date Year Month Date Year FOR CLERK’S USE ONLY Case No. ©Superior Court of Arizona in Maricopa County Page 2 of 4 PBGCG92f – 041519 ALL RIGHTS RESERVED 2.Information about the ward, the protected or incapacitated person: Ward’s Name: Ward’s Date of Birth: Telephone: Ward’s Address: Ward’s email: 3.Living situation: A.Describe the residential situation where the Ward lives (private home, boarding home, nursing home, etc.) B.Give the name of the facility, address, name and telephone number of the person in charge of the home or facility. Name of Person in Charge: Name of Facility: Address: Telephone Number: Email Address: C.Primary weekday location: Monday-Friday, 8:00 A.M. TO 5:00 P.M., where the Ward may usually be found: (List full address below) 4.Physicians: Please list the name of the ward’s primary physician, and any other medical specialists the ward has seen during the past year. Doctor’s Name: Doctor’s Address: Doctor’s Telephone Number: Doctor’s Email Address: Doctor’s Name: Doctor’s Address: Doctor’s Telephone Number: Doctor’s Email Address: Specialist’s Name: Specialist’s Address: Specialist’s Telephone: Specialist’s Email Address: Case No. ©Superior Court of Arizona in Maricopa County Page 3 of 4 PBGCG92f – 041519 ALL RIGHTS RESERVED 5.Ward’s physical and mental health. A.Date the Ward was last seen by a doctor: B. Changes in Ward’s health. Have there been any major changes in the Ward’s physical and/or mental condition in the last year? If so, please describe the change. C. Attach a copy of the doctor’s report about the Ward’s current physical and mental condition. 6.About the ward’s guardian. Guardian’s Name: Guardian’s Address: Telephone Number: Email Address: 7.Guardianship status. A. Number of visits the Guardian has seen the Ward in the last 12 months: B.Date of the last visit: _____________ C.The Guardian’s opinion about whether the guardianship should continue: (Explain.) 8.Asset management: Who is the person responsible for managing the Ward’s assets? Name: Address: Telephone Number: Email Address: 9.Benefits received: Does the ward receive any local, county, state, or federal agency benefits? (SSI, AHCCCS, Medicaid, Food stamps) Please describe below: Agency Caseworker/ Contact Type of Benefit Case No. ©Superior Court of Arizona in Maricopa County Page 4 of 4 PBGCG92f – 041519 ALL RIGHTS RESERVED 10. Services received: Does the ward receive any local, county, state, or federal agency services? If so, write in the name(s) of the agency, the contact name, and describe the services received by the ward. Agency Caseworker/ Contact Type of Service 11. Declaration of mailing: I state to the Court under penalty of perjury that I mailed this Annual Report of the Guardian to the following people at the following address(es) on this Month/ Day/ Year: . Under Penalty of Perjury: By signing below, I state to the Court that the contents of this “Annual Report of Guardian” are true and correct to the best of my knowledge and belief. Dated: Signature of Guardian Printed Name