Instructions For What To Do After You Are Appointed Personal Representative (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.

Instructions For What To Do After You Are Appointed Personal Representative (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 Instructions For What To Do After You Are Appointed Personal Representative (Coconino)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Instructions For What To Do After You Are Appointed Personal Representative (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 PBIP90p - Instructions For What To Do After You Are Appointed Personal Representative (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 PBIP90p, 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 PBIP90p 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 PBIP90p 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 Instructions For What To Do After You Are Appointed Personal Representative (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 PBIP90p 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 PBIP90p, and when in doubt— consult a qualified trust & estates lawyer for that area.

Instructions For What To Do After You Are Appointed Personal Representative (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 PBIP90p - Instructions For What To Do After You Are Appointed Personal Representative (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.

Instructions For What To Do After You Are Appointed Personal Representative (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 PBIP90p - Instructions For What To Do After You Are Appointed Personal Representative (Coconino). You can use this to get an idea of the context of the form and what type of information is needed.

WHAT TO DO AFTER YOU ARE APPOINTED PERSONAL REPRESENTATIVE Read all instructions before beginning. NOTICES YOU MUST SEND AND PLEADINGS YOU MUST FILE AFTER THE LETTERS ARE ISSUED 1.Within 30 days after your Letters of Appointment are issued, you must mail notice of your appointment to the Arizona Department of Revenue and to the heirs and dev isees whose addresses are reasonably available to you. 2.Only if there is a Will - attach a copy of the Will to the Notice 3.Complete the Proof of Delivery/Mailing of Notice of Appointment and file with the Court. 4.Within 30 (thirty) days of your appointment, you must mail a copy of the “Order to Personal Representative and Acknowledgment and Information to Heirs/Devisees” to all the heirs and devisees of the estate, and to any other persons who have filed a demand for notice. 5.W ithin 45 (forty-five) days of your appointment as Personal Representative, you must file with the Court a notarized statement swearing that a copy of this Order was mailed to each devisee, to each heir in intestate (no will) estates and to any other persons who have filed a demand for notice. 6 Com plete the Notice to Creditors included in this packet to mail or hand-deliver to all creditors y ou k now about. 7.Y ou must also publish the Notice to Creditors, in case there is a creditor who is not aware of th e deat h, who may want to make a claim. Publish in a newspaper of general circulation in this county once a week for three weeks in a row. Use the letter in this packet to help you. 8.A fter the newspaper returns the Affidavit of Publication to you, file with the Court a complet ed c opy of the Proof of Notice to Creditors and the newspaper’s Affidavit of Publication. INVENTORY AND APPRAISEMENT OF ASSETS IN THE ESTATE: 1.W ithin 90 days after the appointment, you must prepare an inventory of property owned by t he dec edent at the time of death. L ist the property with reasonable detail and give its estimated fair market value as of the date of decedent’s death, whether it was held as community or separate property, and what kind and amount of encumbrances on the property might exist. Y ou can employ an appraiser to help determine fair market value if there is reasonable doubt about some asset; but if you do, be sure the appraiser is qualified and disinterested. List t he nam e and address of appraiser(s) on the inventory, and list which item he/she appraised. Superior Court of Arizona in Yavapai County Page 1 of 2 PBIP90p July 2013 ► If a personal representative is unable to comply with the deadline (90 days after the date of appointment) set forth in the AZ Rules of Probate Practice, Rule 31 (A)(1)(a)(b), the personal representative shall, before the deadline file a motion that requests an extension of the deadline. The motion shall state why additional time is required and how much additional time is required. Packet #62(b) Requesting Additional Time to File Inventory can be obtained in the Law Library or Clerk of Court locations. 2.After the inventory is completed, do one of the following: a.Y ou may file the inventory with the Court and send copies to interested persons who request it, OR b.You can choose not to file it, but you must then hand-deliver or mail a copy of the inventory to each of the heirs or people named in the Will and any other interested persons w ho request it. C omplete the Proof of Mailing of Inventory and Appraisement in this packet. 3.I f at any time while administering the estate you realize you failed to list some item in the inventory, or the value or description of the asset was wrong, you must prepare a supplemental inventory with the new information and file it with the Court, or provide copies to all interested persons. PROCEED WITH ADMINISTRATION AND CLOSING Now you are ready to go on to the next steps -- Administration and Closing of the Estate. When the Estate business has been concluded and the remaining assets have been distributed, the Estate is ready to be closed. Complete Packet # 94(b) at https://courts.yavapaiaz.gov/selfservicecenter/ informal-probate-of-an-estatedistribution-of-assets-closing-the-estate. On the form printouts in packet 94(b), you'll need to cross out Yavapai County and write in Coconino County. We use these forms in Coconino County. NOTE: If the Estate business has not been fully concluded and the assets distributed within one (1) year after appointment of the Personal Representative, you will need to file an Estate Status Report, and the Court may require that an account be filed. If you need to file either an Estate Status Report or an account (annual or final), forms and instructions are available in Packet #95. Packet #95 is available in the Law Library or Clerk of Court locations. Superior Court of Arizona in Yavapai County Page 2 of 2 PBIP90p July 2013