Guidelines For Health Professional's Report

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.

Guidelines For Health Professional's Report 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 Guidelines For Health Professional's Report

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Guidelines For Health Professional's Report:

• 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 pbgca15fz - Guidelines For Health Professional's Report 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 pbgca15fz, 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 pbgca15fz 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 pbgca15fz 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 Guidelines For Health Professional's Report 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?

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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 pbgca15fz 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 pbgca15fz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Guidelines For Health Professional's Report 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 pbgca15fz - Guidelines For Health Professional's Report 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.

Guidelines For Health Professional's Report 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 pbgca15fz - Guidelines For Health Professional's Report. You can use this to get an idea of the context of the form and what type of information is needed.

GUIDELINES FOR HEALTH PROFESSIONAL’S REPORT COURT CASE NUMBER: PB NAME OF EVALUATOR: EVALUATOR’S PROFESSION: Physician Registered Nurse Psychologist NAME OF PATIENT (subject of this evaluation): (Person said to need guardian) NAME OF PETITIONER: PETITIONER’S TELEPHONE NUMBER: DATE AND TIME OF COURT HEARING: © Superior Court of Arizona in Maricopa County PBGCA15f-092017 ALL RIGHTS RESERVED Page 1 of 6 INSTRUCTIONS TO PETITIONER: Fill in the information below and give this document to the physician, registered nurse, or psychologist appointed by the Court to evaluate the health of the person said to need protection immediately after the “ORDER APPOINTING (Attorney, Health Professional, and Court Investigator)” is signed. The complete written report should be given to everyone listed in the “ORDER APPOINTING” no later than 10 days before the scheduled hearing. INSTRUCTIONS TO PHYSICIAN OR OTHER EVALUATOR: A court case has been filed that asks the court to appoint a guardian for the person named as “Patient” above. Before granting such a petition, the court must decide if mental, physical, or other cause exists which requires appointment of a guardian. To make that decision, the Court needs to know what you think about: • the person’s mental and physical health, and • whether the person needs inpatient mental health treatment, and • whether the person’s driving privileges should be suspended. The court has developed this form to make it easier for you to prepare your report. You may submit your report using this form or in any format you choose, but please provide the same type of information as provided for on this form. Note that if the Petitioner is seeking authority to consent to inpatient mental health treatment this report or a separate report recommending such authority must be signed by a licensed psychologist or psychiatrist. (A.R.S. § 14-5303(C)) After you complete the report, give the original report to the Petitioner, who is responsible for distributing copies to the proper parties. Please do not file your report with the Clerk of the Court. PLEASE DATE AND SIGN YOUR REPORT. The Court realizes that your time is valuable. THANK YOU FOR YOUR TIME AND ASSISTANCE. FOR CLERK’S USE ONLY Case No. © Superior Court of Arizona in Maricopa County ALL RIGHTS RESERVED PBGCA15f-092017 Page 2 of 6 QUESTIONS FOR HEALTH PROFESSIONAL TO ANSWER: 3.Why were you asked to do this evaluation? I have been the person’s physician for many years. I was asked to do so by the family. I was selected by an attorney. My office is close to the person’s residence. I am a doctor, registered nurse, or psychologist, for the person’s nursing home. Other: 4.What is your area of specialty? Are you Board Certified in this area? Yes No In any other areas? Yes No If “yes”, list: 5.Does the person you are evaluating appear to be having difficulty in any of the following areas? Mental disorder Physical illness Chronic intoxication or drug use Cognitive abilities Anything else (explain below) Physical illness ONLY 6.If he or she is having difficulty, please specify the nature of the illness, disorder, etc., including diagnosis: 7.Has the person been treated or hospitalized before for this difficulty? Yes No If yes, when and where? 1.What is the date you last saw the patient? (Include date of this report if patient seen that date) ___________________________________________ 2.How long have you been treating the patient? ____________________________________________ Note: If not enough space on this form to answer, write in “See attached” and respond on separate page. Please re-state the question on the attachment and use same number as from this document. Case No. © Superior Court of Arizona in Maricopa County ALL RIGHTS RESERVED PBGCA15f-092017 Page 3 of 6 8.Is the person able to do the following things? Please check each applicable box. Pay his or her bills Take medication appropriately Obtain food Provide adequate housing Live alone Exercise daily self-help skills Make appropriate judgments that will protect him or her personally, physically, or financially Drive a motor vehicle. (If “yes”, explain below.) If you believe a guardianship is warranted but you believe the person to be protected is capable of and should be permitted to drive a motor vehicle, please explain. 9.If the person is currently on medication, please list: 10.Do you believe that the medication is affecting the person’s ability to respond coherently? Yes No 11.Do you believe that the medication is affecting the person’s ability to ambulate? Yes No 12.Do you believe that a “medication holiday,” if possible, would help you better evaluate the person? Yes No 13.Do you believe that any changes made in the type or amount of drugs the person is receiving would noticeably affect his or her mental or physical abilities? Yes No 14.Do you believe that any further medical evaluation or treatment would benefit the person? Yes No If so, please give your recommendation: 15.Do you think the person would benefit from other types of therapy such as counseling? Yes No If yes, describe: Case No. © Superior Court of Arizona in Maricopa County ALL RIGHTS RESERVED PBGCA15f-092017 Page 4 of 6 16.Where do you think the person should live today? At home with a companion At home with a nurse In a group home In a boarding home In a supervisory care facility In a nursing home In a hospital In an Inpatient Psychiatric Facility for inpatient mental health treatment. Explain. Other -- please explain. 17.Do you believe that the person’s condition could improve within 6 months to a year? Yes No 18.Is there is any reason for the court to review this matter again within less than one year? Yes No 19.Please make any additional comments or suggestions you think would be helpful to the court in making this decision. MENTAL HEALTH TREATMENT ISSUES (This section must be completed IF the petitioner is requesting authority for a guardian to consent to inpatient mental health treatment, and if so, this report or a separate report covering this information must be completed and signed by a licensed psychologist or psychiatrist.) 1.Is it the opinion of the undersigned that the patient is incapacitated as a result of a mental disorder? Yes No 2. What is the mental disorder? Note: If not enough space on this form to answer, write in “See attached” and respond on separate page. Please re-state the question on the attachment and use same number as from this document. Case No. © Superior Court of Arizona in Maricopa County ALL RIGHTS RESERVED PBGCA15f-092017 Page 5 of 6 3.Is it the opinion of the undersigned that the patient is likely to need inpatient mental health care and treatment within the next year? Yes No (The maximum term for which authority may be granted to place a patient in an Inpatient Psychiatric Facility and treatment is one year. This authority may be renewed or extended based on the evaluation and recommendation of a licensed physician or psychologist submitted with the annual report of the guardian. A.R.S. § 14-5312.01(P)) 4.In the event that the answer to #3 is “Yes”, please explain the need for, and the anticipated onset and duration of the inpatient treatment: 5.What kind of treatment is the patient currently receiving for this disorder? 6.Give a comprehensive assessment of any functional impairments of the patient. 7.How and to what extent do these impairments affect the patient’s ability to receive or evaluate information needed in making or communicating personal and financial decisions? 8.What tasks of daily living is the patient capable of performing without direction or with minimal direction? 9.What is the most appropriate rehabilitation plan or care plan for the patient? 10.What would be the least restrictive living arrangement reasonably available for the patient? Case No. © Superior Court of Arizona in Maricopa County ALL RIGHTS RESERVED PBGCA15f-092017 Page 6 of 6 11.Is there any reason why this patient should not personally appear in court? Yes No If “yes”, please explain. 12.Please make any additional comments or suggestions you feel would be valuable to the court: DATE REPORT PREPARED: SIGNATURE PRINTED NAME, PROFESSIONAL TITLE (MD, RN, etc.)