Inventory Of Property And Proof Of Mailing Or Delivery

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.

Inventory Of Property And Proof Of Mailing Or Delivery 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 Inventory Of Property And Proof Of Mailing Or Delivery

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Inventory Of Property And Proof Of Mailing Or Delivery:

• 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 pbc42fz - Inventory Of Property And Proof Of Mailing Or Delivery 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 pbc42fz, 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 pbc42fz 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 pbc42fz 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 Inventory Of Property And Proof Of Mailing Or Delivery 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?

Sponsored by Atticus App

Need help with Arizona Probate?

Join all the other families who have trusted Atticus through probate, and experience the peace that comes from knowing you're taking the right steps, spending the least amount of money, and not wasting a single second.

Start for free

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 pbc42fz 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 pbc42fz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Inventory Of Property And Proof Of Mailing Or Delivery 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 pbc42fz - Inventory Of Property And Proof Of Mailing Or Delivery 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.

Inventory Of Property And Proof Of Mailing Or Delivery 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 pbc42fz - Inventory Of Property And Proof Of Mailing Or Delivery. You can use this to get an idea of the context of the form and what type of information is needed.

Person Filing: Address (if not protected): City, State, Zip Code: Telephone: Email Address: Lawyer’s Bar Number: Licensed Fiduciary Number: ____________________________________ Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent SUPERIOR COURT OF ARIZONA IN _____________ COUNTY In the Matter of : Case Number: PB INVENTORY OF PROPERTY and PROOF of its MAILING OR DELIVERY an Adult a Minor I am the Conservator for the above-named person and I state under oath or by affirmation as follows: 1.TRUE AND CORRECT STATEMENT. The following inventory of property is a true and correct statement of all the property known to me to be owned by the person named above at the time of my appointment. 2.TOTAL VALUE. The total estimated fair market value and estimated debt of all real property in the es tate, supported by the following itemization of property is: •The total estimated fair market value of all real property in the estate is $. •T he total estimated fair market value of all personal property in the estate is___________________. •T he total estimated debt of all real property in the estate is $ ___________________. •T he total estimated debt of all personal property in the estate is $ ___________________. 3.DESCRI PTION OF PROPERTY AND DEBT. This document accurately describes each item of real and personal property, estimates the fair market value of the property as of the inventory date, describes the nature of the property as community or separate property, and itemizes the type and am ount of all debts, mortgages, or liens relating to each item of property. FOR CLERK’S USE ONLY ©Superior Court of Arizona in Maricopa County PBC42f 042916 ALL RIGHTS RESERVEDPage 1 of 5 Case No.: PB_____________________ 4. CREDIT REPORT: Pursuant to Arizona Revised Statutes § 14-5418, I attached to this inventory a copy of the protected person's consumer credit report that is dated within ninety days before the filing of the inventory, and is from a credit reporting agency 5. NOTICE TO OTHER PARTIES. A copy of this document was hand-delivered or mailed by first class mail, postage prepaid, to the following persons: (Attach additional paper if necessary.) Name Address Relationship to Protected Person Date Mailed or Delivered Date Petitioner’s Signature STATE OF COUNTY OF Subscribed and sworn to or affirmed before me this: by (date) . (notary seal) Deputy Clerk or Notary Public ©Superior Court of Arizona in Maricopa County PBC42f 042916 ALL RIGHTS RESERVED Page 2 of 5 Case No.: PB_____________________ INVENTORY AND APPRAISEMENT OF PROPERTY IN ESTATE (use additional sheets of paper if necessary) Inventory Date: CHECKING ACCOUNTS SAVINGS ACCOUNTS, MONEY MARKET ACCOUNTS (Include both Restricted and Unrestricted Bank Accounts) Bank Name Bank Address Account Type Name Account is Under Account Number Actual Value STOCKS, BONDS, MUTUAL FUNDS AND OTHER INVESTMENTS (Include Other Money-Denominated Assets, and Tax-Deferred Assets) Bank Name Bank Address Account Type Name Account is Under Account Number Actual Value ©Superior Court of Arizona in Maricopa County PBC42f 042916 ALL RIGHTS RESERVED Page 3 of 5 Case No.: PB_____________________ LIFE INSURANCE POLICIES COMPANY NAME POLICY NUMBER CASH VALUE CASH ON HAND Location of Cash at Home or on Ward Value Amount REAL PROPERTY (Real Estate) Property Description and Address Community OR Separate Property Estimated Value in Dollars Current Balance Owed Was Property Value Appraised? Yes OR No? 1. 2. 3. 4. 5. 6. 7. Total estimated fair market value of real property: $ Total estimated debt on real property: $ ©Superior Court of Arizona in Maricopa County PBC42f 042916 ALL RIGHTS RESERVED Page 4 of 5 Case No.: PB_____________________ PERSONAL PROPERTY (Include Vehicles (year, make, model), Business Ownership Interests, Household Items and Personal Effects, Art or Jewelry (itemize) and other (itemize)) Property Description Property Detail Community OR Separate Property Estimated Value in Dollars Current Balance Owed Total estimated fair market value of personal property: $ Total estimated debt on personal property: $  NOTE: Pursuant to Arizona Revised Statutes § 14-5418, “[t]he conservator shall attach to the inventory a copy of the protected person's consumer credit report from a credit reporting agency that is dated within ninety days before the filing of the inventory.” ©Superior Court of Arizona in Maricopa County PBC42f 042916 ALL RIGHTS RESERVED Page 5 of 5