Information: Application For Informal Appointment (Coconino)

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.

Information: Application For Informal Appointment (Coconino) 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 Information: Application For Informal Appointment (Coconino)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Information: Application For Informal Appointment (Coconino):

• 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 PBIP10i - Information: Application For Informal Appointment (Coconino) 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 PBIP10i, 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 PBIP10i 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 PBIP10i 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 Information: Application For Informal Appointment (Coconino) 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 PBIP10i 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 PBIP10i, and when in doubt— consult a qualified trust & estates lawyer for that area.

Information: Application For Informal Appointment (Coconino) 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 PBIP10i - Information: Application For Informal Appointment (Coconino) 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.

Information: Application For Informal Appointment (Coconino) 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 PBIP10i - Information: Application For Informal Appointment (Coconino). You can use this to get an idea of the context of the form and what type of information is needed.

INFORMATION APPLICATION FOR APPOINTMENT (INFORMAL APPOINTMENT) USE THIS PACKET IF: You want to apply to be the Personal Representative of the Estate of a person who died without a Will OR You want to apply to be the Personal Representative of the Estate of a person who died with a Will and you have the original Will to give to the Court; The death of the person occurred more than 120 hours (5 days) ago. If that amount of time hasn’t passed, you must wait until the 120 hours have passed. WHAT TO DO BEFORE YOU COME TO COURT TO FILE ANYTHING: 1.Decide if you are asking for an appointment as Personal Representative when the person died without a Will or with a Will. If the person died with a Will, you will also be asking for the Will to be admitted into informal probate. •NOTE: [Non-licensed fiduciaries serving as guardians, conservators or personal representatives are required by Rule 27.1 of the Arizona Rules of Probate Procedure to complete training prescribed by the Supreme Court. The training shall be completed before letters to serve as guardian, conservator, or personal representative are issued unless the appointment was made pursuant to sections 14-5310(A), 14-5401.01(A) or 14-5207, or otherwise ordered by the court.] You can complete the training at this web site: http://www.azcourts.gov/probate/probate.aspx 2.Decide if you are an appropriate person to be the Personal Representative. To do this, read the Application and apply the information presented in the training noted above. It will help you know what the law requires. Also read the Application and all the other papers in this packet so that you have a good idea what kind of information you will need to file for the appointment as Personal Representative. 3.Decide: a)who all the other peopl e are who are entitled to be Personal Representative; b)who are the likely persons who will inherit property under the Will or to whom property will pass by law if there is no Will; and c)who are creditors of the Estate. If you are not sure about this, talk to a lawyer who can help you decide. 4.Complete the Application if you want to be appointed as Personal Representative. 5.Contact the people who could also be Personal Representatives. Ask them if they are willing to sign a Waiver of Appointment and will agree to your appointment. If they are, ask them to sign the Waiver of Right to Appointment document. 6.Estimate the total value of the Estate of the deceased person. Contact the people who are entitled to inherit the property under a Will, or to whom property will pass by law if there is no Will, and ask them i f they are willing to have you act as Personal Representative without a bond. If they are willing, as k them to sign the Waiver of Bond document. Page 1 of 3 PBIP10i Superior Court of Arizona in Yavapai County June 2016 7.The court location you are required to file the Application in is determined by the residence of the decedent at t he time of d eath. Decide in which court location you are required to file the Application and all the other court papers. If you are not sure where to file the Application, contact the Court. 8.Complete the Statement of Informal Appointment, except for t he part about the bond and the signature of the Clerk of Court. 9.Make at least one copy of each document. Now you are ready to file the application and to see if you will be appointed the Personal Representative. FILE THE COURT PAPERS 1.Bring or mail the original and a copy of the following documents with you to the Court. If filing by mail, send the original and a copy of the following documents along with a self addressed stamped envelope so that the Court can mail you court-stamped copies of the documents that are filed. •Probate Cover Sheet •Probate Information Form •Application for Appointment •Original Will, if person who died had a Will •Certificate of completion for the Unlicensed Fiduciary Overview (if non-licensed fiduciary) •Certificate of completion for Personal Representative Training (if non-licensed fiduciary) •Signed Waiver of Right to Appointment and Consent (if applicable) •Signed Waiver of Bond (if applicable) •Statement of Informal Appointment •Proposed Order to Personal Representative •Letters of Appointment and signed, notarized Acceptance of Appointment 2.There is a $324 fee to file these papers. The Court accepts cash, cashier’s checks, or money orders payable to “Clerk of Superior Court”. If you are unable to pay, or if the Estate cannot afford t o reimburse you, you may be entitled to have the fees waived or deferred. Ask for the Application for Deferral of Fees. If the application is approved for deferral, there will be an additional fee (which may also be deferred/waived) assessed at the time of filing. 3.The Court will open a file. The Court will court-stamp (conform) your copies of the documents that are filed so you have a record of when and what documents were filed. 4.The Court will enter the case into the docket (court record). The Court will review the papers to determine if they comply with the law. If all is in order, the Court will sign the Statement admitting the Will (if there is one) and the Order to Personal Representative, and will issue the Letters of Personal Representative. This process may take up to two days. If you have provided a self addressed, stamped envelope, the conformed copy of the Statement, the Order to Personal Representative and the Letters of Appointment will be mailed to you OR you can make arrangements to pick them up after they are signed. 5.If the Court requires you to post a bond, you will need to get a surety bond or provide cash in the amount required. When the bond is filed with the court, the Court will issue the Letters of Appointment. Page 2 of 3 PBIP10i Superior Court of Arizona in Yavapai County June 2016 6.Ask the Court for a certified copy of the Letters of Appointment to prove you were appointed as the Personal Representative of the Estate. There is a fee for certification, plus a charge for copying each page. To check out the current fees go online to https://coconino.az.gov/614/ Superior-Court-Filing-Fees. WHAT TO DO NEXT Now you are ready to give Notice of the Appointment, complete the Inventory of Property, and proceed to conduct the administration of the Estate. Page 3 of 3 PBIP10i Superior Court of Arizona in Yavapai County June 2016