Petition For Permanent Appointment Of Conservator For An Adult

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.

Petition For Permanent Appointment Of Conservator For An Adult 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 Petition For Permanent Appointment Of Conservator For An Adult

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition For Permanent Appointment Of Conservator For An Adult:

• 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 pbca11fz - Petition For Permanent Appointment Of Conservator For An Adult 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 pbca11fz, 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 pbca11fz 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 pbca11fz 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 Petition For Permanent Appointment Of Conservator For An Adult 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 pbca11fz 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 pbca11fz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition For Permanent Appointment Of Conservator For An Adult 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 pbca11fz - Petition For Permanent Appointment Of Conservator For An Adult 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.

Petition For Permanent Appointment Of Conservator For An Adult 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 pbca11fz - Petition For Permanent Appointment Of Conservator For An Adult. 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 the Conservatorship of: Case Number PB: PETITION FOR PERMANENT APPOINTMENT OF CONSERVATOR FOR AN ADULT, or a Minor at least 17.5 years of age, Name of Person to be Protected to become effective at age 18 UNDER OATH OR BY AFFIRMATION: INFORMATION REQUIRED BY ARIZONA LAW (A.R.S. § 14-5404) 1.INFORMATION ABOUT THE PETITIONER (the person filing this petition) (My) Name: Address: Telephone: Date of Birth: My interest in or relationship to the person to be protected is: (examples: mother, father, sister, brother, grandparent, legal guardian) 2.INFORMATION ABOUT THE PERSON TO BE PROTECTED (also known as “the proposed pr otected person” or “the ward”) Name: Address: Telephone: Date of Birth: FOR CLERK’S USE ONLY © Superior Court of Arizona in Maricopa CountyPage 1 of 6 PBCA11f - 050115 ALL RIGHTS RESERVED APE Case No. _________________ 3. INFORMATION ABOUT THE PROPOSED CONSERVATOR: (Complete this only if proposed conservator is not the Petitioner.) Name: Address: Telephone: Date of Birth: Relationship to the person to be protected is: (examples: mother, father, sister, brother, grandparent, legal guardian) The proposed conservator named above has priority for appointment under Arizona law A.R.S. § 14-5410, because he or she is: (Already) A conservator, guardian of property or other similar fiduciary appointed or recognized by the appropriate court of any other jurisdiction in which the person to be protected resides. An individual or corporation nominated by the protected person if the protected person is at least fourteen years of age and has, in the opinion of the court, sufficient mental capacity to make an intelligent choice. The person nominated to serve as conservator in the protected person's most recent durable power of attorney. The spouse of the protected person. An adult child of the protected person. A parent of the protected person, or a person nominated by the will of a deceased parent. Any relative of the protected person with whom the protected person has resided for more than six months before the filing of the petition. The nominee of a person who is caring for or paying benefits to the protected person. If the protected person is a veteran, the spouse of a veteran or the minor child of a veteran, the department of veterans' services. A fiduciary who is licensed pursuant to Arizona law, A.R.S. § 14-5651, other than a public fiduciary. A public fiduciary who is licensed pursuant to Arizona law A.R.S. § 14-5651. OTHER. Explain: © Superior Court of Arizona in Maricopa County PBCA11f - 050115 ALL RIGHTS RESERVED APE Page 2 of 6 Case No. _________________ 4. INFORMATION ABOUT OTHER CONSERVATOR OR GUARDIAN: To the best of my knowledge: (Check one box.) No Guardian or Conservator has been appointed in any other court, and no court proceedings are pending for such appointment; OR Someone has been appointed Guardian and/or Conservator, or court proceedings are pending. (If “yes”, provide details below.) Name: Address: Telephone: Date of Birth: Relationship to the person to be protected is: Was appointed GUARDIAN CONSERVATOR for the ward named in #2 above in: Name of Court: Located in: City and State: Date Appointed: Other Details: To my knowledge there are no other court cases concerning the person to be protected, OR There are or have been other court cases involving the ward. (If other court cases of any type, including “custody” matters”, describe below, including name of court, location, type of case, date). Information about additional court cases involving the ward are listed on attachment titled “Additional Cases” made part of this document by this reference. 5. INFORMATION ABOUT NEAREST RELATIVE: (Check one or both. If the nearest relative is neither the petitioner nor the proposed conservator, explain.) The nearest known relative is the petitioner the proposed conservator. (If “not”, explain) Name: Address: Telephone: Relationship to the person to be protected is: © Superior Court of Arizona in Maricopa County PBCA11f - 050115 ALL RIGHTS RESERVED APE Page 3 of 6 Case No. _________________ 6. ASSETS OF THE PROPOSED PROTECTED PERSON (“the ward”): (Check one box) The ward has no substantial assets or income. No bond is required; OR The ward has assets and/or annual income in the approximate amount of $ List/Describe: 7. REASONS FOR CONSERVATORSHIP: The person to be protected needs a Conservator because he or she has property which will be wasted or used up unless proper management is provided, AND (Check one or both boxes that apply): He or she needs funds for his or her support, care and welfare; Funds are needed for the support, care and welfare of others who are entitled to receive support from the protected person. 8. REASONS PERSON CANNOT MANAGE HIS or HER PROPERTY: (Check all that apply): Mental illness, mental deficiency, or mental disorder Physical illness or disability Chronic use of drugs Chronic intoxication Confinement Detention by a foreign power Disappearance 9. APPOINTMENT OF AN ATTORNEY: (The court cannot establish a conservatorship for an adult unless that person is represented by a lawyer appointed by the Court. See the instructions for information on how to get a lawyer appointed.) (Check one box only and fill in the information requested): The person I say needs a conservator already has an attorney who will represent him/her in court about this conservatorship: NAME OF ATTORNEY: ADDRESS: TELEPHONE: Bar # The prior relationship (if any) between the attorney and the Petitioner or the ward consists of: OR © Superior Court of Arizona in Maricopa County PBCA11f - 050115 ALL RIGHTS RESERVED APE Page 4 of 6 Case No. _________________ The person I say needs a conservator has no attorney to represent him or her in court, and I will contact the contact the Office of Public Defense Services at (602) 506-7228 after I file this paperwork for the name of a lawyer to be appointed by the court. 10.INFORMATION FOR APPOINTMENT OF A HEALTH PROFESSIONAL: (O ptional, unless ordered by the Court or you request it in matters of conservatorship) I have the name, address, and telephone number of an authorized health professional (A.R.S. § 14-5303 (C)), a physician, registered nurse, or psychologist, who will examine the person I say needs protection and whose written report I will file with the court: Yes or No 11.REQUIRED STATEMENTS TO THE COURT, UNDER OATH OR AFFIRMATION : (Check the box for each TRUE statement. If any of these statements are not true, do NOT file this Petition unless you have been directed to do so by an attorney licensed to practice in Arizona.) TRUE Venue (the court in which you are filing this Petition) is proper in this county because the person who is said to need a conservatorship lives in or is present in this county, or the person to be protected has assets in this county. TRUE The person who is requesting to be the conservator has completed the required document called Affidavit of Person to be Appointed as Conservator for an Adult and is filing that Affidavit with this Petition as required by Arizona law, A.R.S. § 14-5106. TRUE I or the person I request to be appointed in Paragraph 3 is a suitable and proper person to act as conservator and is entitled to consideration for appointment under Arizona Law, A.R.S. § 14-5106, 5311, and/or 5410. 12.PE RSONS ENTITLED TO NOTICE of this matter under Arizona law §14-5405 and to whom I will give notice of this case: (See instructions.) Name Address Relationship to the Ward A. B. C. D. Additional persons (or agencies) are listed on attachment (titled “Additional Parties Entitled to Notice”, made part of this document by this reference.) © Superior Court of Arizona in Maricopa County PBCA11f - 050115 ALL RIGHTS RESERVED APE Page 5 of 6 Case No. _________________ REQUESTS TO THE COURT: Petitioner asks the Court to: 1. Schedule a hearing to determine if a conservatorship is appropriate; 2. Appoint a lawyer to represent the proposed protected person, and if necessary, appoint a physician or other evaluator authorized by A.R.S. § 14-5303 (C), and a court investigator; 3. After Petitioner gives notice of the hearing to all entitled or required by law to receive notice, hold a hearing to determine if the Court should order a conservatorship; 4. Make a finding that the person needs protection under law including a conservator; 5. Appoint a conservator for the proposed protected person; 6. Make any other orders the Court decides are in the best interests of the person to be protected. UNDER OATH OR AFFIRMATION I swear or affirm under penalty of perjury that the contents of this document are true and correct to the best of my knowledge and belief. Date Petitioner’s Signature __________________________________________ Printed Name 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 PBCA11f - 050115 ALL RIGHTS RESERVED APE Page 6 of 6