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

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 What To Do After You Are Appointed Personal Representative (Mohave) 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 What To Do After You Are Appointed Personal Representative (Mohave)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Instructions What To Do After You Are Appointed Personal Representative (Mohave):

• 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 What To Do After You Are Appointed Personal Representative (Mohave) 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 Instructions What To Do After You Are Appointed Personal Representative (Mohave), 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 What To Do After You Are Appointed Personal Representative (Mohave) 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 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 What To Do After You Are Appointed Personal Representative (Mohave) 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 this form 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 Instructions What To Do After You Are Appointed Personal Representative (Mohave), and when in doubt— consult a qualified trust & estates lawyer for that area.

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

3/10/09 Page 1 of 2 INSTRUCTIONS: WHAT TO DO AFTER YOU ARE APPOINTED PERSONAL REPRESENTATIVE USE THIS PACKET ONLY if you have been appointed the Personal Representative of the Estate in an Informal Probate proceeding. 1. NOTICES AND ORDERS YOU MUST SEND AFTER THE LETTERS ARE ISSUED: A. NOTICE OF APPOINTMENT and/or ADMISSION OF WILL; • Within 30 days of your appointment you must complete this Notice and mail or deliver a copy of the Notice to everyone entitled to notice, including all interested persons. If you case involves a Will, check the boxes that say appointment and admission, otherwise only check the boxes that say Appointment of Personal Representative. • If there is a Will, attach a copy of the Will to the Notice. • Complete the PROOF OF DELIVERY/MAILING OF NOTICE, and file it and the original PROOF OF NOTICE with the Clerk’s Office. B. ORDER TO PERSONAL REPRESENTATIVE: • Within 30 days of your appointment you must mail a copy of the ORDER TO PERSONAL REPRESENTATIVE to everyone entitled to notice, including all interested persons. • Complete the PROOF OF DELIVERY/MAILING OF ORDER OF PERSONAL REPRESENTATIVE, and file the original PROOF OF NOTICE with the Clerk’s Office. To simplify things, the PROOF OF NOTICE FOR THE ORDER TO PERSONAL REPRESENTATIVE and the NOTICE OF APPOINTMENT and/or ADMISSION OF WILL are combined into one document. C. NOTICE TO CREDITORS: • Complete the NOTICE TO CREDITORS and mail it to all creditors you know about. File the original NOTICE TO CREDITORS with the Clerk’s Office. • Publish the NOTICE TO CREDITORS. You must do this just in case there is a creditor who is not aware of this matter. Publish in a newspaper of general circulation in the county where the Court hearing is held, once a week for 3 weeks in a row. Use the letter in this packet to help you. • The newspaper will usually file the original AFFIDAVIT OF PUBLICATION and return a copy to you. If the newspaper returns the original AFFIDAVIT OF PUBLICATION to you, file it with the Clerk’s Office. • Complete the PROOF OF NOTICE TO CREDITORS and file the original with the Clerk’s Office. 3/10/09 Page 2 of 2 2. DOCUMENTS YOU MUST COMPLETE: A. INVENTORY AND APPRAISEMENT OF ASSETS IN THE ESTATE: • Within 90 days after your appointment as Personal Representative you must prepare an inventory of property owned by the decedent, you must: 1) List the property with reasonable detail, 2) Estimate its fair market value, 3) Indicate whether it was held as community or separate property, AND 4) What kind and amount of any encumbrances/liens might exist on the property. You can hire an appraiser to determine fair market value if there is a reasonable doubt about some asset. Be sure the appraiser is qualified and disinterested. List the name(s) and address(es) of the appraisers on the inventory, and list which item(s) was/were appraised. • After the inventory is completed, do one of the following: 1) File the inventory with the court and send copies to any interested person who requests it, OR 2) You can choose not to file it, but then you must deliver or mail a copy of the inventory to each of the heirs or people named in the will and any other interested person who requests it. If you do this, complete the PROOF OF MAILING OR DELIVERY OF INVENTORY AND APPRAISEMENT in your packet. (Proof of Delivery is only required in Pinal County, although it is good practice to do so anyway). NOTE: At any time while you are administering the Estate you realize that you failed to list some item in the inventory or the value or description of the asset was wrong, you must file a supplementary inventory with the new information, and file it with the court and give copies to interested parties who request it only, or if you choose not to file it, then give copies to all interested persons. 3. NOW PROCEED WITH ADMINISTRATION AND CLOSING THE ESTATE: Go to the Packet Number 3 called Administering and Accounting before Closing the Estate and packet Number 4 called Closing the Estate.