Procedures For Appointment Of Personal Representative

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.

Procedures For Appointment Of Personal Representative 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 Procedures For Appointment Of Personal Representative

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Procedures For Appointment Of Personal Representative:

• 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 pbip16pz - Procedures For Appointment Of Personal Representative 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 pbip16pz, 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 pbip16pz 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 pbip16pz 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 Procedures For Appointment Of Personal Representative 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 pbip16pz 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 pbip16pz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Procedures For Appointment Of Personal Representative 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 pbip16pz - Procedures For Appointment Of Personal Representative 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.

Procedures For Appointment Of Personal Representative 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 pbip16pz - Procedures For Appointment Of Personal Representative. You can use this to get an idea of the context of the form and what type of information is needed.

© Superior Court of Arizona in Maricopa County PBIP16p-052020 ALL RIGHTS RESERVED Page 1 of 2 Law Library Resource Center PROCEDURES FOR APPOINTMENT OF PERSONAL REPRESENTATIVE AND ADMISSION OF WILL (if any) TO PROBATE STEP 1 VIEW REQUIRED TRAINING MATERIALS BEFORE YOU FILE! View the required training information so that you may turn in the Certificate (or “Declaration”) of Completion of Training at the same time you file your Application and other papers for appointment as personal representative of the estate of the person who died (“the decedent”). See the “Notice Regarding Training Requirements” in this packet for more detailed information, but note that you may access and complete the training FREE online at: http://www.azcourts.gov/probate/Training.aspx STEP 2 BRING PAPERS TO COURT, PAY FILING FEE, and FILE: Bring the documents listed below to the Filing Counter at the court location you choose for filing, and pay the filing fee. Cash, AMEX/VISA/MasterCard debit or credit cards, or money order made payable to the “Clerk of Superior Court” are acceptable forms of payment. A list of current fees is available from the Law Library Resource Center website or from the Clerk of Court’s website. If you cannot afford the filing fee and/or the fee for having the papers served by the Sheriff or by publication, you may request a deferral (payment plan) when you file your papers with the Clerk of the Court. Deferral Applications are available at no charge from the Law Library Resource Center. The Clerk will accept the originals to be reviewed by the Probate Registrar or Deputy Registrar within 3 business days after the date of submission. Make and present extra copies of all originals for the Probate Registrar to date-stamp and return to you as proof of filing. REQUIRED DOCUMENTS: • PROBATE INFORMATION COVERSHEET • INFORMAL CHECKLIST • APPLICATION FOR APPOINTMENT (Signed and notarized original plus at least one copy) • Original WILL, if decedent had a Will • NOTICE OF APPLICATION (original plus at least one copy) © Superior Court of Arizona in Maricopa County PBIP16p-052020 ALL RIGHTS RESERVED Page 2 of 2 • PROOF OF MAILING OF NOTICE OF APPLICATION (original plus at least one copy) • DECLARATION SUPPORTING PUBLICATION (includes AFFIDAVIT OF PUBLICATION (if you published) (original plus at least one copy)+ • STATEMENT OF INFORMAL APPOINTMENT (original plus at least one copy) • LETTERS and ACCEPTANCE OF APPOINTMENT (Signed original plus at least one copy) • ORDER TO PERSONAL REPRESENTATIVE (Signed original plus at least one copy) • CERTIFICATE (or “Declaration”) OF COMPLETION OF TRAINING (original plus copy) OPTIONAL DOCUMENTS: • Signed and notarized original WAIVER OF RIGHT TO APPOINTMENT and CONSENT (if anyone signed) (plus at least one copy) • Signed and notarized original WAIVER OF BOND (if anyone signed) (plus at least one copy) STEP 3 Before you make any copies, complete the STATEMENT OF INFORMAL APPOINTMENT except for the part about the bond and the signature of the Probate Registrar. Use Black Ink Only. Also, complete the caption of the LETTERS and the caption of the ORDER TO PERSONAL REPRESENTATIVE, which includes the information about you and the decedent (the person who died). STEP 4 If all is in order, the Probate Registrar will: • Sign the STATEMENT, • Submit the WILL (if there is one), • Issue the LETTERS OF APPOINTMENT, AND • Sign the ORDER TO PERSONAL REPRESENTATIVE. STEP 5 Once reviewed by the Probate Registrar you will be contacted based upon information provided to us on the contact information sheet and notified that the documents are ready for pickup. If documents are deficient, you will be notified and you may resubmit upon correction of deficiencies. Documents must be picked up within 24 hours (1 business day) of notification. STEP 6 If you are required to post a bond, the Clerk will not issue the LETTERS until you have filed proof of the bond. After you file proof of the bond the LETTERS will be issued by the Clerk. STEP 7 You will need to get a certified copy of the LETTERS, to prove you were appointed. There is a certification fee plus a fee per page to make copies. Also ask the Probate Registrar to date-stamp (“conform”) a copy of the STATEMENT OF INFORMAL APPOINTMENT for you.