Arizona Probate Form pbca11iz

Instructions: How To Complete All Forms

Everything you need to know about Arizona Form pbca11iz, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related AZ probate forms.

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About Instructions: How To Complete All 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: How To Complete All Forms 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: How To Complete All Forms

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Instructions: How To Complete All Forms:

  • 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 pbca11iz - Instructions: How To Complete All Forms up to date, certain details can change from time-to-time with little or no communication.

How to file Form pbca11iz

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 pbca11iz, 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 pbca11iz 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 pbca11iz 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: How To Complete All Forms 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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When Instructions: How To Complete All Forms is due

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 pbca11iz 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 pbca11iz, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form pbca11iz Online

Instructions: How To Complete All Forms 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 pbca11iz - Instructions: How To Complete All Forms 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: How To Complete All Forms 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.

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Did you know?

  • Form pbca11iz - Instructions: How To Complete All Forms is a probate form in Arizona.

  • 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.

Frequently Asked Questions about Instructions: How To Complete All Forms

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

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!

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

The Exact Text on Form pbca11iz

Here’s the text, verbatim, that is found on Arizona Form pbca11iz - Instructions: How To Complete All Forms. You can use this to get an idea of the context of the form and what type of information is needed.

Self-Service Center INSTRUCTIONS: HOW TO COMPLETE THE FORMS TO ASK THE COURT TO APPOINT A CONSERVATOR OF AN ADULT or a person at least 17.5 years old to become effective at age 18 NOTE: This process, from time of filing to the signing of the court order, may take at least two months. If there is an urgent situation that requires the actions of a conservator in less than that amount of time OR conservatorship will only be needed for a period of 6 months or less, see the Self-Service Center packet for “TEMPORARY ORDERS” for Guardianship/Conservatorship. Refer to the checklist in that packet to help determine whether you need to file for Temporary Orders only, or in addition to these papers for a “permanent” appointment of more than 6 months. BE SURE YOU ONLY NEED TO ASK THE COURT TO APPOINT A CONSERVATOR ONLY, AND NOT A GUARDIAN ALSO (or instead). If you are not sure, see the “Checklist” at the beginning of the “Forms” packet. Note that the Self-Service Center has separate packets to request appointment of a guardian, a conservator, or both a guardian and conservator. The person you say needs a conservator may be referred to by any of the following terms in the court forms or instructions: • “the ward” or “the proposed ward”, • “the person to be protected” or “the person needing protection”, • “the person needing a conservator”. A. COMPLETE THE FORMS TO FILE WITH THE COURT: Fill out all the forms completely and in black ink. Read and follow instructions on the individual forms. FORM 1: PROBATE INFORMATION COVER SHEET (form PB10f). (No copies required) Fill in the information requested about:  the ward, the person for whom the conservator is to be appointed,  the petitioner, you, the person filling out and filing these forms, and  the fiduciary, the person who is to serve as conservator. Leave “Case Number” blank. A case number, beginning with the letters “PB,” will be stamped on the papers by the Clerk of the Court when you file the papers. Use this case number on all other papers you file with the court in this case. • Indicate whether an interpreter will be needed, for what language, and for whom; • Leave the boxes for “Reasons Fee Not Paid” blank, and • For “Nature of Action”, if filing for conservator only, go to #220, and check the box to indicate this is for an adult (age 17 and a half or older). FORM 2: PETITION FOR APPOINTMENT OF CONSERVATOR (PBCA11f) including request for appointment of attorney, health professional (physician or other medical professional to evaluate the physical and/or mental health of the proposed ward), and court investigator. The Court will always appoint a physician or other medical professional to evaluate the mental and physical health of an adult said to need a guardian, and may appoint one in matters of conservatorship, whether involving adults or minors . © Superior Court of Arizona in Maricopa County PBCA11i-0 22613 ALL RIGHTS RESERVED Page 1 of 2 Regarding: (“A” and “B” below do not correspond to lettering on the Petition.) A.Appointment of Attorney: A petition for appointment of a conservator must include a request for the court to appoint a lawyer to represent the person you say needs the c onservator. If the proposed ward already has a lawyer and you want that lawyer t o represent the ward in this matter, list the lawyer’s name and address and explain any prior relationship or dealings between the lawyer and you, and between the l awyer and the person to be protected. If you are not providing the name of a specific lawyer you want to have appointed, ca ll t he Office of Public Defense Services after you file your Petition and other initial papers to get the name of a lawyer to be appointed by the court. See the “Procedures” document in this packet for more specific information including the number to call and what to say when you call. B.Persons Entitled to Notice. In this section, list every person (or agency) legally entitled to receive notice of your request to have a conservator appointed for t he pr oposed ward. Arizona Revised Statutes A.R.S. § 14-5405, provides that in t he m atter of a conservatorship for an adult, notice shall be given to: 1.The proposed ward and his or her spouse and parents or adult children. 2.Any person who is serving as guardian or conservator who has the care and c ustody of the ward. 3.In case no other person is notified under #1 or 2 above, notice must be given t o at least one of the ward’s closest adult relatives, if any can be found. 4.Any person who has filed a Demand for Notice with the Clerk of the Court. For more detailed information on how you are required or permitted by law to give Notice, refer to Self-Service Center packet #2 on “SERVICE”. FORM 3: AFFIDAVIT OF PERSON TO BE APPOINTED (PBGC13f). This document, required by Arizona law A.R.S. §14-5106(A), must be completed by the proposed guardian and filed with the PETITION. The proposed guardian is usually, but not always, the same person as the Petitioner. Read carefully, answer truthfully, and attach explanations as instructed on the document itself. B: COMPLETE OTHER COURT PAPERS: These forms are NOT filed with the Clerk, but you will need them later to schedule a court hearing. •PETITIONER’S INFORMATION SHEET TO COURT INVESTIGATOR (PBGCA12f). This document provides important information to the Court Investigator which will aid the progress of your case. Inaccurate or incomplete information may cause delay. This is not filed but is needed before a hearing will be set. •NOTICE OF HEARING (PBGC18F). * •WAIVER OF NOTICE and WAIVER OF SERVICEMEMBERS CIVIL RELIEF ACT * (PBGC19F) *See PBGC20h in this packet and Packet #2 on “Service” for how and when to use these. NEXT: Read and follow instructions on the separate “PROCEDURES” document (PBCA10p) in this Instructions packet for what to do after you have completed these forms. © Superior Court of Arizona in Maricopa County PBCA11i-022613 ALL RIGHTS RESERVED Page 2 o f 2

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