Petition For Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of 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 Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of 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 Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of An Adult

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition For Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of 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 pbgcda11fz - Petition For Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of 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 pbgcda11fz, 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 pbgcda11fz 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 pbgcda11fz 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 Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of 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 pbgcda11fz 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 pbgcda11fz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition For Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of 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 pbgcda11fz - Petition For Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of 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 Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of 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 pbgcda11fz - Petition For Termination Of Guardianship/conservatorship And/or Discharge Of Guardian/conservator Of 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 (check one or both) Case Number: PB Guardianship Conservatorship of PETITION FOR TERMINATION OF GUARDIAN/CONSERVATORSHIP and/or DISCHARGE of GUARDIAN/ the Ward (an Incapacitated or Protected Adult) CONSERVATOR of an ADULT 1. INFORMATION ABOUT THE CURRENT GUARDIAN and/or CONSERVATOR: (Name) ________________________________________________was appointed and accepted a ppointment as: (check one box): Guardian and Conservator on: (date) (Month, Day, Year) Guardian on: (date) (Month, Day, Year) Conservator on: (date) (Month, Day, Year) Guardian/Conservator’s address: 2.INFORMATION ABOUT THE WARD, the incapacitated or protected adult: Name: Date of Birth_____/______/_____. 3.FOR PETITIONS TO TERMINATE THE GUARDIANSHIP and/or CONSERVATORSHIP: The need for the Guardian and/or Conservator has ended because: The Ward died on this date: ____________________ (Attach death certificate or obituary). The Ward moved out of state on (date) ______________ to (where) ____________________. FOR CLERK’S USE ONLY ©Superior Court of Arizona in Maricopa County PBGCDA11f 050115 ALL RIGHTS RESERVEDUse only most current version PTT Page 1 of 4 Case Number: PB_________________ The need for the Guardian and/or Conservator has ended because the Ward is now capable of conducting his or her own affairs. (Attach current Physician’s report or form PBGCA15f to support assertion that ward’s capacity is restored.) 4.FOR PETITIONS TO DISCHARGE THE GUARDIAN and/or CONSERVATOR: Guardianship and/or Conservatorship has already been terminated or should be, as requested above. A successor (replacement) Guardian and/or Conservator has already been appointed, or has applied for appointment and the appointment is pending, or should be appointed to serve by the Court. The name of the person appointed, or who seeks appointment as successor guardian and/or conservator, or who is being nominated to serve as successor guardian and/or conservator is: NOTE: If a successor (replacement) Guardian and/or Conservator is appointed, or will be appointed, then the case will continue to be open until terminated by the court. The current Guardian and/or Conservator is no longer able to serve, does not want to serve, or should not be allowed to continue to serve as Guardian and/or Conservator and a successor Guardian and/or Conservator should be appointed by the Court. (Explain here or attach explanation). Numbers 5, 6, 7, and 8, apply to Conservatorships only. If no Conservatorship, skip to #9. 5.RESTRICTED ASSETS: INFORMATION ABOUT THE CURRENT RESTRICTED ACCOUNT A. RESTRICTED FINANCIAL ASSETS: 1.Amount now in restricted account:$ 2.Financial Account Number: (last 4 nos.) 3.Name and address of financial institution: Information about additional restricted accounts is listed on attached page. ©Superior Court of Arizona in Maricopa County PBGCDA11f 050115 ALL RIGHTS RESERVEDUse only most current version PTT Page 2 of 4 Case Number: PB_________________ B.RESTRICTED REAL PROPERTY: 1.Estimated market value of real property: $ 2.Estimated lien(s) owed on real property: 3.Address for real property: Information about additional restricted real property is listed on attached page. 6.STATEMENT ABOUT RESTRICTED FUNDS: (check one box) I HAVE NOT MADE or I HAVE MADE previous withdrawals from this or any other restricted account without a written of order of this Court, as follows (Explain in detail about amount, date, reason). 7.REQUEST ABOUT RESTRICTED FUNDS: (check one box) I ask that the restricted funds be released to the Ward's estate because the Ward has died. The name of the Personal Representative (“executor”) of the estate is: ________________________________, and the administration of the decedent’s estate is pending in Case No .:_________________, in the State of _____________________, in _______________________________ County. I ask that the restricted funds be released to the Ward because he or she is now capable of controlling the funds currently held for his or her benefit. Other (Explain): 8. There are no restricted assets in the Conservatorship, and the Final Accounting for this Conservatorship is filed with this Petition for Termination or has been filed separately. The Court is asked to review and approve the Final Accounting. 9.THEREFORE, I ask the Court to schedule a hearing and to enter an order: (Read carefully and check the boxes to indicate exactly what you want the Court to order.) A. Discharging the person currently serving as: guardian and conservator guardian (only) conservator (only) B. Terminating and closing the case because the protected person no longer needs a guardian or a conservator. ©Superior Court of Arizona in Maricopa County PBGCDA11f 050115 ALL RIGHTS RESERVEDUse only most current version PTT Page 3 of 4 Case Number: PB_________________ C.Relating to Conservatorships only: 1.Directing the release of funds to the former ward as requested in the Petition; 2.Requiring proof that the funds have been released to the former ward or his or her estate within 30 days after entry of an order; 3.Approving the Final Accounting 4.Releasing restricted real property at: Address: Tax Assessor’s Parcel ID # Address: Tax Assessor’s Parcel ID # D. Other (Explain): 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 Signature STATE OF COUNTY OF Subscribed and sworn to or affirmed before me this: (date) by . (notary seal) Deputy Clerk or Notary Public ©Superior Court of Arizona in Maricopa County PBGCDA11f 050115 ALL RIGHTS RESERVEDUse only most current version PTT Page 4 of 4