Deferral Of Fees Application (Pinal)

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.

Deferral Of Fees Application (Pinal) 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 Deferral Of Fees Application (Pinal)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Deferral Of Fees Application (Pinal):

• 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 Deferral Of Fees Application (Pinal) 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 Deferral Of Fees Application (Pinal), 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 Deferral Of Fees Application (Pinal) 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 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 Deferral Of Fees Application (Pinal) 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 this form 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 Deferral Of Fees Application (Pinal), and when in doubt— consult a qualified trust & estates lawyer for that area.

Deferral Of Fees Application (Pinal) 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 Deferral Of Fees Application (Pinal) 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.

Deferral Of Fees Application (Pinal) 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 Deferral Of Fees Application (Pinal). You can use this to get an idea of the context of the form and what type of information is needed.

Revised 09.06.22 DEFERRAL OF FEES APPLICATION PINAL COUNTY INSTRUCTIONS AND FORMS Provided as a Public Service by REBECCA PADILLA Clerk of the Superior Court Page 1 of 1 DeferralApp_COSCPinal_09.06.22 Use only most current version DOCUMENTS REQUIRED FOR DEFERRAL When submitting the Deferral Application, supporting documentation is required for approval. The court has listed below documentation that is acceptable. One of the following must be submitted with your Application: 1.A copy of your last two paycheck stubs. 2.A notarized statement of non-employment. Any persons you are living with at this time who is assisting you financially may sign a notarized document stating they are supporting you. 3.If you receive Food Stamps, SSI, unemployment or any governmental assistance we will need a copy of your letter of assignment/award or verification of the amount of assistance you receive. If your application is based upon your current income, the deferral will be granted if the established gross monthly income (GMI) is at or below these income levels indicated below and considering the number of related individuals in the household. If your income exceeds the amount listed below, you will be set up on a payment plan. *For family units with more than 8 members, add $590 for each additional member at the 150% level, $688 at the 175%, $786 at the 200% level, and $884 at the 225% level. 2022 table - Revised January 12, 2022 Source: https://www.azcourts.gov/courtfilingfees/Fee-Waivers-and-Deferrals/ Authorities The Superior Court shall collect the minimum filing fee for each deferral application submitted to the court. You may be eligible to defer this fee. Administrative Order 2015-97 GMI* 150% GMI 175% GMI 200% GMI 225% $1,699 $1,982 $2,265 $2,548 $2,289 $2,670 $3,052 $3,433 $2,879 $3,359 $3,838 $4,318 $3,469 $4,047 $4,625 $5,203 $4,059 $4,735 $5,412 $6,088 $4,649 $5,424 $6,198 $6,973 $5,239 $6,112 $6,985 $7,858 Household Size (related individuals) 1 2 3 4 5 6 7 8** $5,829 $6,800 $7,772 $8,743 Arizona Supreme Court Page 1 of 5 AOCDFGF1F-090622 Application for Deferral or Waiver of Court Fees or Costs Person Filing: Address (if not protected): City, State, Zip Code: Telephone: Email Address: Representing [ ] Self or [ ] Lawyer for Lawyer’s Bar Number: SUPERIOR COURT OF ARIZONA PINAL COUNTY Name of Petitioner/Plaintiff -vs- Name of Respondent/Defendant Case Number: APPLICATION FOR DE FERRAL OR WAIVER OF COURT FEES OR COSTS AND CONSENT TO ENTRY OF JUDGMENT 1. I cannot pay the fol lowing fees and costs in my case: [X] Any or all filing fees, fees for the issuance of either a summons or subpoena, the cost of attendance at an educational program for divorce and legal separation cases required by A.R.S. § 25-352, court accountant fees and costs, court investigator fees and costs, fees for obtaining one certified copy of letters of temporary or permanent appointment, fees for obtaining one certified copy of a temporary order in a family court case or a final order, judgment, or decree in all civil proceedings. [ ] Fees for service of process by a sheriff, marshal, constable, or law enforcement agency.* [ ] Fees for service by publication.* [ ] Filing fees and photocopy fees for the preparation of the record on appeal. [ ] Court reporter or transcriber fees for the preparation of court transcripts, if the court reporter or transcriber is employed by the court. NOTICE •A Fee Deferral is only a temporary postponement of the payment of the fees due. You may be required to make payments depending on your income. •A Fee Waiver is usually permanent unless your financial circumstances change during the course of this court action. •You must attach the required proof when filing your Application. If you do not attach the required proof, you must complete the financial questionnaire in section 3. •In the Application, “I” and “you” refer to either the “Applicant” (in all case types, except for probate) or the “Estate/Ward/Protected Person” (in probate cases). Case Number: Arizona Supreme Court Page 2 of 5 AOCDFGF1F-090622 Application for Deferral or Waiver of Court Fees or Costs 2. I am requesting a deferral or waiver of fees and costs in my case because: A. [ ] I receive government assistance from the federal Supplemental Security Income (SSI) program.* OR B. [ ] I receive government assistance from the state or federal program marked below: [ ] Temporary Assistance to Needy Families (TANF) [ ] Food Stamps OR C. [ ] I recei ve legal assistance from a non-profit legal aid program. OR D. [ ] My income is insufficient or is barely sufficient to meet the daily essentials of life, and includes no allotment that could be budgeted for the fees and costs that are required to gain access to the court. My gross income as computed on a monthly basis is 150% or less of the current federal poverty level. (Note: Gross monthly income includes your share of your [ ] I have attached the required proof that I participate in a government assistance program. The proof shows my name as the benefit’s recipient and the name of the agency that provides the benefit. (If you have attached proof, you do not need to complete the financial questionnaire in section 3.) [ ] I have attached the required proof that I participate in the Supplemental Security Income program. The proof shows my name as the benefit’s recipient and the name of the agency that provides the benefit. (If you have attached proof, you do not need to complete the financial questionnaire in section 3.) *Supplemental Security Income (SSI) is NOT the same as regular retirement benefits from the Social Security Administration or Social Security Disability Insurance (SSDI) *NOTE: To defer or waive fees for service of process or for service by publication, you must also complete the Affidavit in Support of Application for Deferral or Waiver of Service of Process Fee form (Form No. AOCDFGF3F). [ ] I have attached the required proof that I receive legal assistance from a non-profit legal aid program. The proof shows my name as the recipient and the name of the legal aid pro vider that provides the assistance. (If you have attached proof, you do not need to complete the financial questionnaire in section 3.) Case Number: Arizona Supreme Court Page 3 of 5 AOCDFGF1F-090622 Application for Deferral or Waiver of Court Fees or Costs spouse or domestic partner’s income if available to you.) (See the Poverty Levels Chart in 4(H) to determine if your income is 150% or less of the poverty level.) OR E. [ ] I am permanently unable to pay. My income and liquid assets are insufficient or barely sufficient to meet the daily essentials of life and are unlikely to change in the foreseeable future. OR F. [ ] I do not have the money to pay court filing fees and costs now. I can pay the filing fees and costs at a later date. Explain. OR G. [ ] My income is greater than 150% of the poverty level, but I have proof of extraordinary expenses (including medical expenses and costs of care for elderly or disabled family members) or other expenses that reduce my gross monthly income to 150% or below the poverty level. (See the Poverty Levels Chart in 4(H) to determine if your income is 150% or less of the poverty level.) DESCRIPTION OF EXTRAORDINARY EXPENSES AMOUNT $ $ $ TOTAL EXTRAORDINARY EXPENSES $ H.POVERTY LEVELS CHART. The chart below lists the gross monthly income levels at 150% of the current federal poverty levels based on household size. Household size is the number of related individuals living in your home, including yourself, that you support financially. Use the chart to determine the poverty levels based on your household size and whether your gross monthly income is less than, or more than, 150% of the poverty levels. (AS OF JANUARY 12, 2022) Household Size (all related individuals) Gross Monthly Income Level- 150% Household Size (all related individuals) Gross Monthly Income Level- 150% 1 $1,699 5 $4,059 2 $2,289 6 $4,649 3 $2,879 7 $5,239 4 $3,469 8* $5,829 Case Number: Arizona Supreme Court Page 4 of 5 AOCDFGF1F-090622 Application for Deferral or Waiver of Court Fees or Costs 3. FINANCIAL QUESTIONNAIRE A. How many people, including yourself, do you support financially (including those you pay child support or spousal maintenance for)? List relationship of those you support and check those living with you: ☐☐☐☐ ☐☐☐☐ B. Do you have a job? [ ] Yes [ ] No Employer name: Employer phone number: C. What is your approximate gross monthly income (total income before deductions)?$ D. What is your approximate monthly take home pay (total income after deductions)?$ E. Do you have income from the following sources? [ ] social security [ ] disability [ ] veteran’s benefits [ ] unemployment benefits [ ] spousal or child support [ ] investments [ ] other: •What is your approximate total gross monthly income from these sources? $ •What is your spouse or domestic partner’s approximate total gross monthly income from all sources readily available to you?$ F. What is the approximate total balance of bank and credit union accounts accessible without financial penalty?$ G. What are your average total monthly expenses, including rent/mortgage, utilities, vehicle/transportation, credit cards, insurance, medical/dental, child support, childcare, spousal maintenance, tuition, or other expenses?$ You must complete the financial questionnaire unless you have attached the proof required in section 2(A) for SSI, 2(B) for government assistance, or 2(C) for non-profit legal aid program. Case Number: Arizona Supreme Court Page 5 of 5 AOCDFGF1F-090622 Application for Deferral or Waiver of Court Fees or Costs CONSENT TO ENTRY OF JUDGMENT By signing this Application, I agree that a consent judgment may be entered against me for all fees or cos ts that are deferred but remain unpaid 30 calendar days after entry of the final judgment, decree, or order unless I establish a payment plan and make timely payments, or I submit a Supplemental Application and the court has not made a ruling on it. You will receive a Notice of Court Fees and Costs Due from the court indicating (1) how much is owed and (2) what steps to take to avoid a consent judgment against you. If you are asking for deferral or waiver for service of process costs, or service by publication costs, you must complete the Affidavit in Support of Application for Deferral or Waiver of Service of Process Fee form (Form No. AOCDFGF3F). OATH OR AFFIRMATION FOR APPLICATION FOR DEFERRAL OR WAIVER OF COURT FEES AND COSTS I declare under penalty of perjury that I have read the above statements and to the best of my knowledge and belief these statements are true and correct. Date Applicant’s Signature Applicant’s Printed Name NOTE: You may be ordered to repay any amounts that were waived if the court finds you were not eligible for the fee deferral or waiver. If your case is dismissed for any reason, the fees and costs are still due.