Petition For Permanent Appointment Of Guardian And 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.

Petition For Permanent Appointment Of Guardian And 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 Petition For Permanent Appointment Of Guardian And Conservator For A Minor

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition For Permanent Appointment Of Guardian And 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 pbgcm11fz - Petition For Permanent Appointment Of Guardian And 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 pbgcm11fz, 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 pbgcm11fz 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 pbgcm11fz 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 Guardian And 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 pbgcm11fz 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 pbgcm11fz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition For Permanent Appointment Of Guardian And 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 pbgcm11fz - Petition For Permanent Appointment Of Guardian And 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.

Petition For Permanent Appointment Of Guardian And 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 pbgcm11fz - Petition For Permanent Appointment Of Guardian And 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.

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 Guardianship and Conservatorship of: Case Number PB: PETITION FOR PERMANENT APPOINTMENT OF GUARDIAN AND CONSERVATOR FOR A MINOR A Minor A.R.S. § 14-5201, § 14-5401 UNDER OATH OR BY AFFIRMATION INFORMATION REQUIRED BY ARIZONA LAW (A.R.S. § 14-5401) 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(s) to be protected is: (examples: mother, father, sister, brother, grandparent, legal guardian) 2.INFORMATION ABOUT THE MINOR(S) TO BE PROTECTED (also known as the “proposed pr otected Minor”, “the Ward” or “the proposed Ward”) . Name: is married Address: Telephone: Date of Birth: Name: is married Address: Telephone: Date of Birth: Name: is married Address: Telephone: Date of Birth: Continues on attachment titled “Additional Minors to be Protected”, made part of this document by reference. FOR CLERK’S USE ONLY © Superior Court of Arizona in Maricopa County PBGCM11f - 082316 ALL RIGHTS RESERVEDPage 1 of 6 APE Case No. __________________ 3. INFORMATION ABOUT THE PROPOSED GUARDIAN-CONSERVATOR: (Complete this only if the proposed guardian-conservator is not the same person as the Petitioner.) Name: Address: Telephone: Date of Birth: Relationship to the proposed Ward(s): (examples: mother, father, sister, brother, grandparent, legal guardian) A. The proposed guardian-conservator has priority for appointment as a CONSERVATOR under Arizona law A.R.S. § 14-5410, because he or she is: (Already) An appointed conservator, guardian 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 spouse of the protected minor. A person nominated by the will of a deceased parent. Any non-parent relative of the protected person with whom the protected minor has resided for more than six months before the filing of the petition. A person nominated by someone who is caring for or paying benefits to the protected minor. 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: B. The proposed guardian-conservator qualifies for appointment as a GUARDIAN under Arizona law, A.R.S. §14-5202 (and sections that follow) because: (C heck all that apply) Proposed appointee was selected by the WILL of a deceased parent. Proposed appointee was selected by the Minor who is 14 or more years of age. Proposed appointee is a relative of the Minor and has had care and custody of the Minor for at least six (6) months prior to filing this Petition. Proposed appointee was chosen to be the guardian by someone who is caring for the Minor or is paying benefits for the Minor. Proposed appointee is a public fiduciary, a professional guardian, conservator, or the Arizona Veterans' Service Commission. The proposed appointee is not related by blood to the Minor and the person will submit a full set of fingerprints to the court required by A.R.S. § 14-5206 within five (5) days of filing this Petition. © Superior Court of Arizona in Maricopa County PBGCM11f - 082316 ALL RIGHTS RESERVED APE Page 2 of 6 Case No. __________________ 4.REASONS FOR CONSERVATORSHIP: A Conservator is needed because the Minor(s): (Check all that apply): Owns money or property that requires management or protection which cannot otherwise be provided; May have business affairs which may be jeopardized or prevented by his or her minority; Needs funds for his or her support and education, and protection is necessary or desirable to obtain or provide funds. 5.ASSETS OF THE MINOR(s) TO BE PROTECTED: (Check one box) There are currently no substantial assets or income belonging to the proposed ward(s), but appointment is necessary to protect expected or potential income or assets. OR The proposed ward(s) has/have assets and/or annual income in the approximate amount of $ List/Describe: 6.REASONS FOR GUARDIANSHIP: The appointment of a guardian for the Minor is necessary or desirable to provide continuing care and supervision of the Minor, and is in the best interests of t he minor because: 7.PARENTAL RIGHTS. All parental rights of custody regarding the Minor have been terminated or suspended by: Written consent of the parent(s) to the guardianship. Prior court order. (You must provide the court with a certified copy of the order.) Abandonment of the Minor for at least six (6) months prior to the filing of this Petition. Other circumstances. Explain: 8.DISABILITY OR INCAPACITATION. Is the Minor (or any proposed protected Minor) disabled or incapacitated to the extent that he or she will continue to need a guardian or conservator AFTER reaching the age of 18? NO. No proposed protected minor will need a guardian or conservator after the age of 18. YES. At least one proposed protected minor WILL need a guardian or conservator after the age of 18. If “yes”, and protection is proposed for more than one Minor in this petition, the names of those who will continue to need a guardian or conservator after the age of 18 are: © Superior Court of Arizona in Maricopa County PBGCM11f - 082316 ALL RIGHTS RESERVED APE Page 3 of 6 Case No. __________________ 9.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 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: 10.INFORMATION ABOUT OTHER COURT CASES OR AGENCY INVOLVEMENT There are or were other court cases or involvement with government, social services or law enforcement agencies involving the ward. (Describe below, including type of case, name of court or agency involved (such as DCS (Arizona Department of Child Safety)), location, and date). Continues on attachment “Additional Cases or Agency Matters”, made part of this document by reference. 11.I NFORMATION ABOUT NEAREST RELATIVE: The nearest known relative is the petitioner the proposed conservator NEITHER. Name: Address: Telephone: Relationship to the person to be protected is: 12.OTHER CLAIMS TO CHILD(REN): (Provide the information requested IF there are persons [or agencies] with whom the child(ren) have lived or others who might claim rights to the child(ren).) Name: Address: Telephone: Relationship to the person to be protected is: Continues on attachment titled “Additional Claims”, made part of this document by reference. (The following statement is required to appear on all petitions for guardianship. A.R.S. § 14-5303(B)) © Superior Court of Arizona in Maricopa County PBGCM11f - 082316 ALL RIGHTS RESERVED APE Page 4 of 6 Case No. __________________ Authority granted to a guardian may include the authority to withhold or withdraw life sustaining treatment, including artificial food and fluid. NOTICE ARIZONA LAW § 14-5405 requires that notice of the hearing on a matter of conservatorship shall be given to each of the following: 1. The protected person or the person allegedly in need of protection if that person is fourteen years of age or older. 2. The spouse, parents and adult children of the protected person or person allegedly in need of protection, or if no spouse, parents or adult children can be located, at least one adult relative of the protected person or the person allegedly in need of protection, if such a relative can be found. 3. Any person who is serving as guardian or conservator or who has the care and custody of the protected person or person allegedly in need of protection. 4. Any person who has filed a demand for notice. 13. PERSONS ENTITLED TO NOTICE: I WILL PROVIDE NOTICE OF THIS MATTER TO THE FOLLOWING PERSONS: Name Address (Street Address, City, State, Zip) Proposed Ward: (required if over 14) Attorney for Ward: (if applicable) Mother of the Ward* Father of the Ward* Current Guardian: (State relation to the Ward, if any) Person the Ward recently lived with: Other: (State relation to Ward, if any) Other: (State relation to Ward, if any) *if parental rights have not been permanently severed/terminated by court order. © Superior Court of Arizona in Maricopa County PBGCM11f - 082316 ALL RIGHTS RESERVED APE Page 5 of 6 Case No. __________________ 14. 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.) This court is the proper venue for this case because the Minor(s) who needs protection lives in or is present in this county, or has assets in this county. The proposed guardian-conservator has completed an “Affidavit of Person to be Appointed” as required by Arizona law, A.R.S. § 14-5106, which is filed with this Petition. The person proposed is a suitable and proper person to act as guardian-conservator and is entitled to consideration for appointment under Arizona law, including A.R.S. §§ 14-5106, 5206, 5311, and/or 5410. REQUESTS TO THE COURT: Petitioner asks the Court to: 1. Schedule a hearing to determine if a guardianship and conservatorship is appropriate; 2. 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 guardianship and conservatorship; 3. Make a finding that the person needs protection under law including a guardian-conservator; 4. Appoint a permanent guardian-conservator for the proposed ward or wards; 5. Make any other orders the Court decides are in the best interests of the minor(s) to be protected, 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 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 PBGCM11f - 082316 ALL RIGHTS RESERVED APE Page 6 of 6