Instructions: How To Fill Out The Annual Report

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 Fill Out The Annual Report 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 Fill Out The Annual Report

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Instructions: How To Fill Out The Annual Report:

• 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 pbgcg92iz - Instructions: How To Fill Out The Annual Report 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 pbgcg92iz, 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 pbgcg92iz 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 pbgcg92iz 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 Fill Out The Annual Report 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 pbgcg92iz 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 pbgcg92iz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Instructions: How To Fill Out The Annual Report 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 pbgcg92iz - Instructions: How To Fill Out The Annual Report 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 Fill Out The Annual Report 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 pbgcg92iz - Instructions: How To Fill Out The Annual Report. 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 Maricopa County PBGCG92i 122812 ALL RIGHTS RESERVED Page 1 of 2 SELF-SERVICE CENTER INSTRUCTIONS: HOW TO FILL OUT THE ANNUAL REPORT form for THE GUARDIANSHIP USE THIS FORM if you have been appointed as the Guardian/Conservator for the Ward, and it has been at least 9 months since your appointment. You must complete this form every year you are the Guardian for the Ward. Please follow the appropriate Annual Report due dates: 1. The guardian's first Annual Report shall cover the time from the date the guardian's letters of appointment were first issued through and including the last day of the ninth month after the date the guardian's permanent letters were issued (unless otherwise ordered by the Court). File the Annual Report with the court on or before the anniversary date of the issuance of the guardian's permanent letters of appointment. 2. All subsequent Annual Reports of guardian shall cover the time from the ending date of the most recent previously filed Annual Report of guardian through and including the last date of the twelfth month thereafter (unless otherwise ordered by the court). The report shall be filed with the court on or before the anniversary date of the issuance of the guardian's permanent letters. 3. If the guardian is unable to file an Annual Report of guardian within the time set forth in this rule, the guardian shall, before the deadline, file a motion that requests additional time to file the report. The motion shall state why additional time is required and how much additional time is required to file the report. 4. For purposes of this rule (Rule 30(c), Arizona Rules of Probate Procedure) if the guardian's appointment initially was temporary, “the date the guardian's letters were first issued” shall mean the date the guardian's temporary letters were issued; otherwise, “the date the guardian's letters were first issued” shall mean the date the guardian's permanent letters were issued. Follow these steps to complete this Annual Report form: STEP 1 Complete this ANNUAL REPORT using Black Ink Only. Top of Page: Fill in your name, address, telephone, and other information about the guardianship, including the DATE the Annual Report is due. Paragraph 1: REPORTING PERIOD: Write the following information: • The date your reporting period begins, and • The date your reporting period ends. Paragraph 2: About the WARD: Complete the following: • The Name of the Ward (the person you are the Guardian for), • The Ward’s date of birth, address, and telephone number Paragraph 3: LIVING SITUATION: Complete the following: • Describe the setting where the Ward lives (not the address). Things to include would be whether it is a private home, boarding home, or nursing home. How many people live in the Ward’s room? Who looks after the Ward, and so forth, AND • The name of the person in charge of the residence, the name of the place where the Ward lives, the address, and the telephone number and the e-mail address of the residence. • Write in the full address of the place the ward can usually be found Mondays through Fridays. ©Superior Court of Arizona in Maricopa County PBGCG92i 122812 ALL RIGHTS RESERVED Page 2 of 2 Paragraph 4: PHYSICIANS AND SPECIALISTS. Note: This section contains CONFIDENTIAL INFORMATION thus, SPECIAL HANDLING is REQUIRED: Write in the Ward’s current doctor, the doctor’s address and telephone number. • Also, if the ward has other doctors or specialists, write in the appropriate facts. Paragraph 5: PHYSICAL and MENTAL HEALTH. Note: This section contains CONFIDENTIAL INFORMATION thus, SPECIAL HANDLING is REQUIRED. Give the following information about the Ward’s physical and mental health: • Write in the date the Ward was last seen by a doctor, • Describe any changes in the Ward’s health, AND • Make sure you attach a current copy of the doctor’s report about condition of the Ward’s current physical and mental health. Paragraph 6: Information about the Ward’s Guardian. This is information about you. Give your name, address, and telephone number and e-mail address. Paragraph 7: GUARDIANSHIP STATUS. Information about the Guardianship. • Write in the number of times you have seen the Ward in the last 12 months, and the date of your last visit. • Then tell the Judge/Commissioner whether or not you think the guardianship should continue and the reasons it should or should not continue. Paragraph 8: ASSET MANAGEMENT. Information about the person responsible for the Ward’s assets. • Write in the name, address, and telephone number, and e-mail address of the person responsible for the Ward’s assets. If the Ward does not have any assets, then write in N/A for not applicable. Paragraph 9: BENEFITS RECEIVED. • If the Ward receives any local, state, county or federal agency benefits, write in the name of the agency. • If a person from the above agency coordinates the benefits with the ward, write in the name of that person or caseworker. • In the last column, describe the kind of benefit(s) the Ward receives. If the Ward does not receive any benefits, write in no. Paragraph 10: SERVICES RECEIVED. • If the Ward receives any local, state, county or federal agency services, write in the name of the agency. • If a person from the above agency coordinates the services with the ward, write in the name of that person or caseworker. • In the last column, describe the kind of service(s) the Ward receives. If the Ward does not receive any services, write in no. Paragraph 11: MAILING DECLARATION • Write the names and addresses of the people to whom you mailed a copy of this ANNUAL REPORT and the date you mailed them. Then sign your name to show that you mailed the document. Signature: Make sure you sign and print your name, AND date the document. STEP 2 Read the Self-Service Center packet Procedures: How to File the Annual Report of the Guardian.