Arizona Probate Form pbip87pz

Procedure: How To Close The Estate

Everything you need to know about Arizona Form pbip87pz, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related AZ probate forms.

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About Procedure: How To Close The Estate

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.

Procedure: How To Close The Estate 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 Procedure: How To Close The Estate

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Procedure: How To Close The Estate:

  • 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 pbip87pz - Procedure: How To Close The Estate up to date, certain details can change from time-to-time with little or no communication.

How to file Form pbip87pz

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 pbip87pz, 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 pbip87pz 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 pbip87pz 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 Procedure: How To Close The Estate 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?

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When Procedure: How To Close The Estate is due

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 pbip87pz 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 pbip87pz, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form pbip87pz Online

Procedure: How To Close The Estate 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 pbip87pz - Procedure: How To Close The Estate 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.

Procedure: How To Close The Estate 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.

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Did you know?

  • Form pbip87pz - Procedure: How To Close The Estate is a probate form in Arizona.

  • Arizona has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Arizona.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in Arizona, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Procedure: How To Close The Estate

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form pbip87pz

Here’s the text, verbatim, that is found on Arizona Form pbip87pz - Procedure: How To Close The Estate. You can use this to get an idea of the context of the form and what type of information is needed.

© Maricopa County Superior Court Page 1 of 2 041519-PBIP87p All Rights Reserved Law Library Resource Center Procedures: How to Close the Estate Use this Packet if:  You have been appointed the Personal Representative of the Estate, whether or not there is a Will, more than four months ago.  You have published the Notice to Creditors according to law more than four months ago.  The Estate has been fully administered and you want to close the Estate. Closing The Estate: After you have paid all the claims and distributed all of the property of the Estate, you are ready to close the Estate. You must do the following: 1. Complete the Closing Statement: See the form called Instructions: How to fill out the Closing Statement. 2. Mail a copy of the Closing Statement: Mail a copy of the Closing Statement to each beneficiary/heir to the estate, any creditors that have filed any claims and any other person who filed a Demand for Notice of the proceedings. Keep a record of when you mailed the Closing Statement and to whom you mailed the Closing Statement. 3. File the original Closing Statement: You can bring the Closing Statement to court or you can mail it. • In person. File the original Closing Statement with the Clerk of Superior Court at one of the following locations and bring a copy of the Closing Statement with you to have it conformed: Downtown Phoenix: Central Court Building, 1 st Floor 201 W est Jefferson Phoenix, AZ 85003 Northeast Phoenix: Northeast Regional Court Facility 18380 North 40 th Street Phoenix, AZ 85032 Surprise: Northwest Regional Court Facility 14264 West Tierra Buena Lane Surprise, AZ 85374 Mesa: Southeast Court Facility,1 st Floor 222 East Javelina Avenue Mesa, AZ 85210 Or • By mail. Mail the original and one copy of the completed and signed Closing Statement along with a self-addressed, stamped return envelope to: Clerk of Superior Court - Probate Department Superior Court of Arizona in Maricopa County Central Court Building, 1st Floor 201 West Jefferson Phoenix, AZ 85003 Also request that a copy of the Closing Statement be conformed (date-stamped) and mailed back to you. This will assure that your file contains a copy of the Closing Statement reflecting the date it was filed with the Probate Court Clerk. © Maricopa County Superior Court Page 2 of 2 041519-PBIP87p All Rights Reserved 4. Order to Appear Hearing: In most informal probate cases, a hearing will not be set. However, if an Order to Appear Hearing has been set in your case because a Closing Statement has not been filed, you have 2 options: • If the Estate has been fully administered and it is ready to be closed, file the original Closing Statement according to the instructions above. Then send a copy of your conformed Closing Statement along with a note requesting that the hearing be canceled to the Commissioner assigned to your case. Address the mailing to the Commissioner assigned to your case at the following address: Commissioner Address: Phone: Commissioner Address: Phone: Mail or deliver the Closing Statement to the Commissioner before whom the Order to Appear Hearing is set early enough so that he/she receives it at least 5 days prior to the hearing. You may confirm in advance of the hearing that the copy has been received by the Commissioner and that your hearing has been canceled by calling the Commissioner’s Judicial Assistant at the telephone number listed above. You will then receive a minute entry several days after the scheduled hearing confirming that the hearing was vacated. Note: The court cannot return long distance telephone calls. OR • If the estate has not been fully administered and it is not ready to be closed, do not file the Closing Statement. The Personal Representative should appear at the hearing or, if the Personal Representative resides outside of Arizona, arrange to appear at the hearing by telephone. Telephonic hearings can be arranged by calling the Commissioner’s Judicial Assistant at the phone numbers listed above. At the hearing, 1) The Personal Representative will be expected to tell the Commissioner the status of the administration of the estate including what tasks remain to be completed to complete the administration of the estate, And 2) The court will set deadlines for completing the tasks and for filing the Closing Statement.

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