Form For Submission Of Final Accounting (Graham)

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 For Submission Of Final Accounting (Graham) 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 For Submission Of Final Accounting (Graham)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Form For Submission Of Final Accounting (Graham):

• 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 PBIPF53f - Form For Submission Of Final Accounting (Graham) 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 PBIPF53f, 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 PBIPF53f 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 PBIPF53f 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 For Submission Of Final Accounting (Graham) 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 PBIPF53f 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 PBIPF53f, and when in doubt— consult a qualified trust & estates lawyer for that area.

Form For Submission Of Final Accounting (Graham) 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 PBIPF53f - Form For Submission Of Final Accounting (Graham) 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 For Submission Of Final Accounting (Graham) 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 PBIPF53f - Form For Submission Of Final Accounting (Graham). 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 GRAHAM COUNTY PROBATE/MENTAL HEALTH DEPARTMENT FORM FOR SUBMISSION OF FINAL ACCOUNTING for Informal Probates IN THE MATTER OF THE ESTATE OF: Case No. PB TODAY’S DATE: INSTRUCTIONS. This form is provided for you to summarize the financial transactions. Accounting Guidelines are also included in this packet to help you complete this form. Attach this form to the Petition for Approval of the Final Account. 1.This is the final accounting for this estate. This accounting covers the time period from (date) to (date). 2.The current amount of the bond is . It should be increased to $ , or decreased to $ to cover the unrestricted assets plus the unrestricted income. FOR CLERK’S USE ONLY ©Superior Court of Arizona in Graham County PBIPF53f 120109 ALL RIGHTS RESERVED Use only most current version Page 1 of 8 Case No. ACCOUNT SUMMARY INSTRUCTIONS: Complete Lists A-F first, then enter the total from each list on this summary. A T he beginning balance of the Decedent’s account from LIST A, page 3 $ B. PLU S the money I received during this period of time on behalf of the Decedent (Person who Died) from LIST B, page 4 +$ C. PLU S the gains on the value of property I sold or otherwise disposed of and other adjustments as itemized in LIST C, page 5 +$ D. MI NUS the money I have spent during this time period as itemized in LIST D, page 6 -$ E. MI NUS the losses on the value of property I sold or otherwise disposed of and other reductions, as itemized in LIST E, page 7 -$ F. E QUALS the ending balance of the property of the Decedent as itemized in LIST F, page 8 (Total) =$ ©Superior Court of Arizona in Graham County PBIPF53f 120109 ALL RIGHTS RESERVED Use only most current version Page 2 of 8 Case No. LIST A-- BEGINNING BALANCE Itemization of assets of Decedent at the beginning of this account period (Add, as many sheets of paper as necessary to describe) Description Value List all checking accounts, savings accounts, money market accounts: (include name of bank, address, account type, name account is under, account number) List all stocks, bonds, mutual funds: (include company name, address, number of shares, value per unit) List all Life Insurance Policies: (include company name, policy number, cash value) List all personal property: Automobiles: (year, make, model) Household property: (total inventory value) Art or jewelry: (attach separate list and describe) Other: (itemize and assign value List all real property: ENTER TOTAL FROM LIST A HERE AND ON PAGE 2, LINE A $ Not e: If the estate owes debts on any of the property listed above, then for each debt also indicate the payee, principal balance, interest rate, payoff date. ©Superior Court of Arizona in Graham County PBIPF53f 120109 ALL RIGHTS RESERVED Use only most current version Page 3 of 8 Case No. LIST B--MONEY RECEIVED DURING THIS ACCOUNT PERIOD (Add, as many sheets of paper as necessary to describe) D ATE PAYER DESCRIPTION AMOUNT $$ TO TAL (ENTER AMOUNT HERE AND AT LINE B ON PAGE 2) $____________________ © Su perior Court of Ar izona in Graham County ALL RIGHTS RESERVED Page 4 of 8 PBIPF53f 120109 Use only most current version Case No. LIST C-- SCHEDULE OF GAINS Property of the Decedent that was sold or otherwise disposed of during this account period and other adjustments. (Add, as many sheets of paper as necessary to describe) D ATE PURCHASER DESCRIPTION AMT $$ GAINED TOTAL (ENTER AMOUNT HERE AND AT LINE C ON PAGE 2) $_____________________ © Su perior Court of Ar izona in Graham County ALL RIGHTS RESERVED Page 5 of 8 PBIPF53f 120109 Use only most current version Case No. LIST D --MONEY SPENT On behalf of the Decedent during this account period (Add, as many sheets of paper as necessary to describe) D ATE PAYEE PURPOSE AMOUNT $$ SPENT TO TAL (ENTER AMOUNT HERE AND AT LINE D ON PAGE 2) $_____________________ © Su perior Court of Ar izona in Graham County ALL RIGHTS RESERVED Page 6 of 8 PBIPF53f 120109 Use only most current version Case No. LIST E --SCHEDULE OF LOSSES Losses on the value of property sold or otherwise disposed of, and other reductions in the value of the estate during this account period (Add, as many sheets of paper as necessary to describe) D ATE PAYEE DESCRIPTION AMNT $$ LOST TO TAL (ENTER AMOUNT HERE AND AT LINE E ON PAGE 2) $__________________ © Su perior Court of Ar izona in Graham County ALL RIGHTS RESERVED Page 7 of 8 PBIPF53f 120109 Use only most current version Case No. LIST F--VALUE OF THE DECEDENT’S PROPERTY AS OF THE END OF THIS ACCOUNT PERIOD Itemization of assets of the Decedent at the end of this account period (Add, as many sheets of paper as necessary to describe) Descr iption Value List all checking accounts, savings accounts, money market accounts: (include name of bank, address, account type, name account is under, account number) List all stocks, bonds, mutual funds: (include company name, address, number of shares, value per unit) List all Life Insurance Policies: (include company name, policy number, cash value) List all personal property: Automobiles: (year, make, model) Household property: (total inventory value) Art or jewelry: (attach separate list and describe) Other: (itemize and assign value List all real property: ENTER TOTAL FROM LIST F HERE AND ON PAGE 2, LINE F $____________________ Note: If the estate owes debts on any of the property listed above, then for each debt also indicate the payee, principal balance, interest rate, payoff date. ©Superior Court of Arizona in Graham County PBIPF53f 120109 ALL RIGHTS RESERVED Use only most current version Page 8 of 8