Instructions: How To Complete The Forms To Ask The Court To Appoint A Conservator For A Minor

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 The Forms To Ask The Court To Appoint A Conservator For A Minor 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 The Forms To Ask The Court To Appoint A Conservator For A Minor

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Instructions: How To Complete The Forms To Ask The Court To Appoint A Conservator For A Minor:

• 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 pbcm11iz - Instructions: How To Complete The Forms To Ask The Court To Appoint A Conservator For A Minor 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 pbcm11iz, 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 pbcm11iz 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 pbcm11iz 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 The Forms To Ask The Court To Appoint A Conservator For A Minor 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.

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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 pbcm11iz 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 pbcm11iz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Instructions: How To Complete The Forms To Ask The Court To Appoint A Conservator For A Minor 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 pbcm11iz - Instructions: How To Complete The Forms To Ask The Court To Appoint A Conservator For A Minor 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 The Forms To Ask The Court To Appoint A Conservator For A Minor 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 pbcm11iz - Instructions: How To Complete The Forms To Ask The Court To Appoint A Conservator For A Minor. 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 FOR A MINOR PLEASE NOTE THE FOLLOWING: A. 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. B. This process, from time of filing to the signing of the court order appointing a conservator, 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 the papers for a “permanent” appointment of more than 6 months. C. If the minor is at least age 17 and a half and will only need a conservator after reaching the age of 18, please see the Self-Service Center packet “Conservatorship for an Adult - or person at least age 17.5 years old to become effective at age 18.” D. 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”, “the proposed ward”, “the proposed protected person (or minor)”, • “the person to be protected”, or “the person needing protection”, • “the person (or minor) needing a conservator”. 1. COMPLETE THE COURT FORMS FOR FILING: Read and follow any instructions on the individual forms. Fill out all the forms completely and in BLACK INK. PROBATE INFORMATION COVER SHEET (form PB10f). (1 only. 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 page 2, #220, and check the box to indicate whether for a minor or for an adult (including persons age 17 and a half or older who will need a conservator after turning 18). © Superior Court of Arizona in Maricopa County PBCM11i-0 82316 ALL RIGHTS RESERVED Page 1 of 4 PETITION FOR PERMANENT APPOINTMENT OF CONSERVATOR (PBCM11f) Read the Petition carefully and provide all applicable information requested – in black ink! If additional space is needed for any section: • Write “See attached” below the answer space provided, and • Complete the information on an attached page with the same title as that section, for example: “Other Protective Proceedings”. At top, left: Fill in the requested information (“Your Name”, etc.) that applies to the Petitioner, the person filing the papers requesting appointment of a conservator. In the case caption, under “In the Matter of”, write in the name of the minor(s) for whom the conservator is to be appointed. Leave “Case Number” blank. The Clerk will stamp a case number on the papers when the Petition and other papers are filed with the court. 1. Information about Petitioner: Provide the information requested in the space provided (even if it duplicates what you filled in at top, left). Describe your connection to the minor(s) for whom the conservator is to be appointed in the space provided to list your “interest in or relationship to” the persons to be protected. 2. Information about the Minors to be protected: Provide the requested information. Check the box to indicate which, if any, of the minors are legally married. 3. Information about the Proposed Conservator: A. If the Petitioner is asking to be appointed as conservator, you may omit filling in this section and go to part “B”. If the Petitioner is naming someone else to serve as conservator, provide the information as applies to that other person. B. Arizona law A.R.S. § 14-5410 establishes a priority list of persons who may serve as conservator. Check the box(es) to indicate which applies to the person named to serve as conservator in this petition. If none of those listed apply, you may review the statute at a law library or online to determine if the proposed conservator is otherwise qualified. If so, check the box for “Other”, and briefly describe the “other qualification” in the space provided. 4. Other Protective Proceedings: This refers only to other court cases involving matters of guardianship and/or conservatorship for the minors for whom appointment of a conservator is requested in this petition. Check the appropriate box. If there are or have been other guardianship/conservatorship cases, provide the information requested. If additional space is needed, write “See attached” and complete the information on an attached page with the same title as this section, “Other Protective Proceedings”. 5. Other Court Cases or Administrative Proceedings: This refers to any other type of court case such as family court cases involving who has authority to make legal decisions for the minors and days and hours the minors will be with one parent or the other (“parenting time”), or administrative proceeding such as a DCS (Arizona Department of Child Safety) hearing. If additional space is needed, write “See attached” and complete the information on an attached page with the same title as this section. © Superior Court of Arizona in Maricopa County PBCM11i-0 82316 ALL RIGHTS RESERVED Page 2 of 4 6. Assets and Income: Check the box to indicate whether the minor(s) have income or assets (bank accounts, land, cash, property that can be exchanged for cash). If “yes”, list or describe. 7. Reasons for Conservatorship: Check the box for any statement (one or more) that applies. 8. Disability or Incapacitation: Check one box to answer “Yes” or “No”. If “yes”, list the name of any minor named in this petition who will continue to need a conservator after reaching the age of 18. 9. Required Statements to the Court: According to Arizona law ALL THREE of these statements MUST be true in order for this court to have the power to appoint the person proposed as conservator for the minors named in this petition. If you are not sure all of the statements are true, you should not proceed unless advised to do so by an attorney licensed to practice in Arizona. 10. Attachments: If there was not enough space to provide all the information requested for any section of the Petition and you listed or continued the information on an attached page, check this box and be sure to attach the extra pages. Read the NOTICE about who the law requires you to give notice to about your request for the court to appoint a conservator for the proposed protected person(s). 11. 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 the proposed ward. Arizona Revised Statutes A.R.S. § 14-5405, provides that in the matter of a conservatorship for an adult, notice must be given to: 1. The proposed ward’s parents (IF the ward is 14 or older, the ward too). 2. If the proposed protected minor is married, his or her spouse. 3. Any person who is serving as guardian or conservator as well as any person who the ward is living with or who is providing care for the ward. 4. In case no other person is notified under #1 or 2 above, notice must be given to at least one of the ward’s closest adult relatives if any can be found. 5. 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”. 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 conservator and filed with the Petition. The proposed conservator is usually, but not always, the same person as the Petitioner. Read carefully, answer truthfully, and attach any required explanations as instructed. © Superior Court of Arizona in Maricopa County PBCM11i-0 82316 ALL RIGHTS RESERVED Page 3 of 4 CONSENT OF PARENT (with Optional WAIVER OF NOTICE) (PBGCM13f). Assuming: • both parents are living, • have not had their parental rights permanently terminated (“severed”) by court order, • have not been declared mentally incompetent, and • can be located, it is preferable that each parent should complete and sign a CONSENT to be filed with the Court. If a parent does not feel the need to receive legal notice of future court proceedings about this conservatorship, he or she may optionally choose to check the box to Waive Notice. If you cannot obtain the signed consent of one or both parents: be prepared to show the court that you gave proper legal notice of the request for appointment of a conservator to both parents. If you were unable to locate and deliver notice to one or both parents, be prepared to inform the Court of what actions you took to try to deliver notice, and to show proof that you gave notice by running a legal notice advertisement in the proper form and for the required number of publications. See the Self Service Center packet #2 on “SERVICE” for detailed instructions on giving notice by publication. 2. OTHER COURT DOCUMENTS IN THE #1 FORMS PACKET: • NOTICE OF HEARING (PBGC18F). AFTER you file your papers with the Clerk, you will get the information to fill out the Notice of Hearing, and serve the Notice along with the other required papers on those entitled to receive notice of this case. See the separate “Procedures” document (PBCM10P) in this packet for information. • WAIVER OF NOTICE and SERVICEMEMBERS CIVIL RELIEF ACT WAIVER (PBGC19F). Persons entitled to notice may sign a notarized Waiver of Notice which will allow you to NOT have to serve notice to those persons unless they later file to reverse that waiver. Persons entitled to notice who are unavailable due to active duty military service may also separately choose to waive rights that may exist under the Servicemembers’ Civil Relief Act that might delay or otherwise interfere with the court proceeding. These documents are not filed with the Clerk at the beginning of the case. NEXT: See the separate “PROCEDURES” document (PBCM10p) in this packet for detailed information on what to do after you have completed these forms. © Superior Court of Arizona in Maricopa County PBCM11i-0 82316 ALL RIGHTS RESERVED Page 4 of 4