Everything you need to know about Arizona Form Instructions: Affidavit Of Succession For Transfer Of Real Property (Pinal), including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related AZ probate forms.
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.
Instructions: Affidavit Of Succession For Transfer Of Real Property (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:
Instructions and forms for telling the personal representative and/or the court you want notice of proceedings in an estate case.
Sometimes it’s tough to find a quick summary— here’s the important details you should know about Instructions: Affidavit Of Succession For Transfer Of Real Property (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 Instructions: Affidavit Of Succession For Transfer Of Real Property (Pinal) up to date, certain details can change from time-to-time with little or no communication.
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.
Fill out all relevant fields in Form Instructions: Affidavit Of Succession For Transfer Of Real Property (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 Instructions: Affidavit Of Succession For Transfer Of Real Property (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).
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.
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?
Sponsored by Atticus App
Join all the other families who have trusted Atticus through probate, and experience the peace that comes from knowing you're taking the right steps, spending the least amount of money, and not wasting a single second.
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.
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?
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.
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.
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.
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 Instructions: Affidavit Of Succession For Transfer Of Real Property (Pinal), and when in doubt— consult a qualified trust & estates lawyer for that area.
Instructions: Affidavit Of Succession For Transfer Of Real Property (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 Instructions: Affidavit Of Succession For Transfer Of Real Property (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.
Instructions: Affidavit Of Succession For Transfer Of Real Property (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.
Form Instructions: Affidavit Of Succession For Transfer Of Real Property (Pinal) is a probate form in Arizona.
Instructions and forms for telling the personal representative and/or the court you want notice of proceedings in an estate case.
Arizona has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Arizona.
During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.
Probate in Arizona, especially without guidance, can take years to finish and cost upwards of $14,000.
What is Arizona Form Instructions: Affidavit Of Succession For Transfer Of Real Property (Pinal)?
Instructions and forms for telling the personal representative and/or the court you want notice of proceedings in an estate case.
What is probate, exactly?
Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).
All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate.
To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate.
Where can I get help with Probate?
The best place? Create an account in Atticus to start getting estate-specific advice.
You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make the best decisions (plus you can write it off as an executor expense).
We’ve also created a list of other probate services. Be sure to check it out!
What does a AZ executor or personal representative have to do?
An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone.
The executor is responsible for the complete management of the probate process, including major responsibilities such as:
Creating an inventory of all probate assets.
Filling out all necessary forms
Paying off all estate debts and taxes
Submitting reports to the court and beneficiaries as requested
And much more. This process often stretches longer than a year.
For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding.
Here’s the text, verbatim, that is found on Arizona Form Instructions: Affidavit Of Succession For Transfer Of Real Property (Pinal). 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 PINAL COUNTY AFFIDAVIT OF SUCCESSION FOR TRANSFER OF REAL PROPERTY TITLE CHECKLIST Please complete the checklist below and include with the Affidavit of Succession. Please note, documents missing any information listed may be rejected by the Registrar. Probate Cover Sheet Is the Probate Information Sheet completely filled out and the correct Nature of Action selected? Original Will (If applicable) Is the Original Will filed with the application? (if applicable) ➢This is needed ONLY if you checked that you are entitled to collect property according to the Will. (#10 of the Affidavit of Succession) Affidavit Is the Affidavit of Succession completely filled out with all questions answered? •Is date of death completed? (#1 on the Affidavit) •Is the full legal description of the property listed? (#4 on the Affidavit) ➢For assistance, you can visit the Pinal County Recorder’s Office website at http://www.pinalcountyaz.gov/Recorder/Pages/home.aspx or contact them at (520)866-6830. •Is the interest of the property decedent completed? (#5 on the Affidavit) •Is the date of the Will completed? (if applicable) (#4, Paragraph #10 on the Affidavit) Is the Affidavit signed and notarized? Other Is the CERTIFIED copy of the death certificate attached to the Affidavit? Are the Consent Waivers giving up all rights to the property signed, notarized and included? (if applicable) Is the Registrar’s Statement of Completeness included? ANCILLARY PROBATE PROCEDURES You may file a Proof of Authority A.R.S. §14-4204 if you were appointed Personal Representative in another state. You may visit www.coscpinalcountyaz.gov/forms for forms and information. This procedure does not transfer the property title. It only gives you the authority to prepare a deed to transfer the property title. Page 1 of 3 PB_ASRP_COSCPinal_06.29.18 Use only most current version AFFIDAVIT OF SUCCESSION FOR TRANSFER OF REAL PROPERTY TITLE AFFIDAVIT INSTEAD OF PROBATE -- SMALL ESTATE 1.WHEN CAN YOU USE AN AFFIDAVIT? You might not have to go to probate court at all, if the estate of the person who died is small enough. Generally, you can file an affidavit to claim personal property without going to probate court if: A.RIGHT TO SUBMIT AFFIDAVIT. You have legal standing or the right to submit an affidavit to persons who have the property of the person who died, or owe money to the person who died, if: 1.You are named in a Will to receive the property of the person who died, and you can prove it; 2.The person who died had no will, but you are entitled to the property under law because of one of the following: •You are the spouse of the person who died; •You are a living child of the person who died, and there is no living spouse; •You are the living parent of the person who died, and there are no living children or spouse; •You are a living brother or sister of the person who died, and there are no living children, spouse, or parents. B.VALUE OF ESTATE. The value of all of the personal property in the decedents estate, wherever located, less liens and encumbrances, does not exceed $100,000.00, and the assessed value of the real property in the decedents estate located in Arizona, less liens and encumbrances against the real property as of the date of the decedents death, does not exceed $100,000.00. C.ENTITLEMENT TO THE PROPERTY: PERSONAL PROPERTY: You are the claiming successor to the personal property and are entitled to payment or delivery of the property. REAL PROPERTY: You are entitled to the real property by reason of the allowance in lieu of homestead ($18,000), exempt property ($7,000) or family allowance ($12,000) by intestate succession as the sole heir or heirs, or by devise under a valid last Will of the decedent. This means any of the following: •You are the living spouse of the person who died or there is no living Page 2 of 3 PB_ASRP_COSCPinal_06.29.18 Use only most current version spouse and you are the living dependent child, OR •The person died without a Will and you are the sole heir, OR •The person died without a Will and the people with equal or greater right than you to the property have all assigned their entire interests in the estate to you, which is proven by the copy of the documents they signed to this effect that you can attach to the affidavit for personal property, OR •The person died and left a valid Will giving the entire estate to you, OR •The person died and left a valid Will and the people with equal or greater right than you to the property have all assigned their entire interests in the estate to you, which are proven by the copy of the documents they signed to this effect that you can attach to the affidavit. 2.WHAT TO DO AFTER YOU HAVE COMPLETED THE AFFIDAVIT: Use only black ink. Do not fold forms, keep forms neat and clean. A.To collect personal property, take the affidavit to the person who has the property or owes the debt. If you are claiming title to a motor vehicle, pay the fee and the motor vehicle division will transfer title to you. B.To claim an interest in real property, take or mail the following documents to the Probate Registrar at the following location: FLORENCE: Clerk of the Superior Court PO Box 2730 971 Jason Lopez Circle Bldg A Florence, AZ 85132 (520)509-3555 •Probate Cover Sheet •Original Affidavit of Succession for Transfer of Real Property. If the estate was previously opened, write on the affidavit the old probate case number. •Original Will if one exists or a certified copy of the Will from the court of record. •Certified Death Certificate. •Judge’s/Registrar’s Statement of Completeness. •Copy of the Closing Statement if there was a probate in another county other than Pinal County. IMPORTANT – An Affidavit of Succession to Real Property cannot be filed until 6 months after the decedent death. FILING FEE: There is a filing fee for filing this Application as well as other Page 3 of 3 PB_ASRP_COSCPinal_06.29.18 Use only most current version charges associated with this case. Inquire with the Clerk’s office regarding the filing fee amount. Payment may be made by cash, Visa, MasterCard, debit or money order. If you cannot pay these fees, you may request the fee(s) be deferred or waived. The Clerk of the Superior Court has the necessary forms to ask for a deferral or waiver. NOTE: With the Application for Deferral, you must provide proof of income (copy of your last 2 most recent paystubs) If the Probate Registrar determines that your affidavit is complete, the Probate Registrar will sign the Statement of Completeness. You will need to purchase a certified copy of the Affidavit, which you must then record the certified copy of the Affidavit with the county recorder where the real property is located. Please check with the Clerk’s office for the current fee of purchasing a “Certified Copy” of the Affidavit of Succession for Transfer of Real Property. The fee is payable to the Clerk of the Superior Court by cash, money order, Visa or MasterCard.
View allArizona probate forms.
Need step-by-step guidance? Let Atticus help find and recommend necessary forms to help you through the process with full confidence— from start to finish.