Procedures For When And How To File Petition For Approval Of Final Accounting Or Fees (Graham)

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 When And How To File Petition For Approval Of Final Accounting Or Fees (Graham) 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 When And How To File Petition For Approval Of Final Accounting Or Fees (Graham)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Procedures For When And How To File Petition For Approval Of Final Accounting Or Fees (Graham):

• 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 PBIPF50p - Procedures For When And How To File Petition For Approval Of Final Accounting Or Fees (Graham) 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 PBIPF50p, 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 PBIPF50p 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 PBIPF50p 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 When And How To File Petition For Approval Of Final Accounting Or Fees (Graham) 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 PBIPF50p 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 PBIPF50p, and when in doubt— consult a qualified trust & estates lawyer for that area.

Procedures For When And How To File Petition For Approval Of Final Accounting Or Fees (Graham) 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 PBIPF50p - Procedures For When And How To File Petition For Approval Of Final Accounting Or Fees (Graham) 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 When And How To File Petition For Approval Of Final Accounting Or Fees (Graham) 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 PBIPF50p - Procedures For When And How To File Petition For Approval Of Final Accounting Or Fees (Graham). You can use this to get an idea of the context of the form and what type of information is needed.

SELF-SERVICE CENTER PROCEDURES: WHEN AND HOW TO FILE PETITION FOR APPROVAL OF FINAL ACCOUNTING, AND APPROVAL OF FEES (if applicable) WHEN TO FILE THE PETITION FOR APPROVAL OF FINAL ACCOUNTING, DEED OF DISTRIBUTION and/or FEES. Follow the instructions below to find out what forms you need to complete and how often you must do so. A. Petition for Approval of Accounting: Prior to closing the case, you may file a Petition to ask the court to approve how the estate was managed. You are not required to file a PETITION FOR APPROVAL OF ACCOUNTING, but you can file this Petition if: •You want the court to do a formal closing, OR •If you have some accounting or distributions issues that you want the court to resolve. To help you complete the Petition, you should read and follow the ACCOUNTING GUIDELINES in this packet. B. Deed of Distribution: The DEED OF DISTRIBUTION must be used to transfer any real estate/real property. After all claims have been settled and you are ready to transfer the property to someone, you need to fill out the DEED OF DISTRIBUTION and record it with the County Recorder. If the Deed of Distribution is being used to transfer real property, it must include the legal description of the property. If the legal description is included on the Deed of Distribution, the County Recorder electronically forwards it to the County Assessor who will then change the name on the property records deed which takes approximately four to six weeks. A new deed is not issued, and the Deed of Distribution serves as the new deed instead. You can file the Deed of Distribution with the Probate Registrar, but it is not required. C. Fee Statement: If you or anyone else is charging fees to the estate, the Petition must also include a REQUEST FOR APPROVAL OF THE FEE STATEMENT, and attach a copy of the FEE STATEMENT. HOW TO FILE THE PETITION FOR APPROVAL OF ACCOUNTING OR FEES if you choose to file this document. Remember you do not have to file this document unless you want to see the Judge/Commissioner regarding some accounting issues. 1.COMPLETE THE PETITION FOR APPROVAL OF ACCOUNTING AND/OR FEES: Complete the Petition, the Accounting and the Account Summary. If you are claiming fees, you must also complete the FEE STATEMENT. 2.COPIES: Make copies of all of the documents: one set for you, one set for the Court Accountant, and one set for each of the interested parties. 3.FILE THE DOCUMENTS WITH THE COURT: Follow carefully these steps: •File the originals with the Probate Clerk of Court. Go to the same court location where your case is pending (Downtown Phoenix, Northeast Phoenix, Northwest (Surprise) or Southeast (Mesa). •Bring the extra copies of the Petition, the Accounting, and the Fee Statement (if applicable) for the Clerk to conform. The Probate Clerk of the Court will keep the original for the Court file and a copy for the Court Accountant. The Probate Clerk will give the copies for you and the other interested parties back to you. •If you cannot or do not want to file the copies in person, you can also mail the documents to the Probate Clerk at the same location where your case is pending. GRAHAM COUNTY SUPERIOR COURT 800 WEST MAIN STREET SAFFORD, ARIZONA 85546 © Superior Court of Arizona in Graham County PBIPF50p-070912 ALL RIGHTS RESERVED Page 1 of 2 A fter the Court Accountant completes a review of your case, you will receive a written notice from the Court. You will receive one of two possible notices: N otice 1: You will be asked to file a RESPONSE TO THE COURT ACCOUNTANT REPORT if the Court Accountant has concerns about the report. If you are required to file a RESPONSE TO THE COURT ACCOUNTANT REPORT, you must send a copy of the Response to the same people entitled to receive the NOTICE OF HEARING (notice is explained below). Bring the original plus at least 4 copies to the Probate Clerk of the Court for filing and distribution of copies in the same manner explained above. OR N otice 2: If the Court Accountant does not have concerns and recommends approval of your Accounting, the Court will set a non-appearance hearing and will notify you by mail of the date, time, place, and Commissioner assigned to your case for the non-appearance hearing. 4.GIVE NOTICE OF THE “NON-APPEARANCE” HEARING TO EVERYONE ENTITLED TO NOTICE: After you receive the information about the date, time, and place of the “non-appearance” hearing, you must give NOTICE OF HEARING and a copy of the Accounting by mail or delivery to all interested persons. Be sure that you do this at least 14 days before the hearing. If mailing the Notice, first class postage-prepai d m ail is sufficient. Certified or registered mail with return receipt is an extra step you can take to prove that t he per son you want to have notice did get the notice. 5.Give copies of everything to the Judge/Commissioner: At least 10 days before your non- appearance hearing, mail or hand-deliver the following documents to the Judge/Commissioner who is hearing your case. All the copies must be the ones that you had conformed by the Clerk of Court when you filed the original: •C opy of NOTICE OF HEARING, •Copy of PROOF OF NOTICE, •Original and 2 copies of the ORDER REGARDING PETITION FOR APPROVAL OF ACCOUNTING, AND •Copy of the PETITION FOR APPROVAL OF ACCOUNTING. Y ou do not need to come to the “non-appearance” hearing. The purpose of a “non-appearance” hearing is to give persons who object to the paperwork the opportunity to let the Judge/Commissioner know they have an objection. So, if someone shows up at the scheduled “non appearance hearing”, the Court will reset the hearing for a new date, time and place. You will get notice of the new hearing date in the mail from the Court. If you receive a new hearing date, you must go to the hearing. C ourt approval of the Final Accounting and fees is required. At or after the “non-appearance” hearing date, the Judge/Commissioner will decide whether to approve the Petition, or ask you to for additional information. If the Petition is not approved, be sure to follow the instructions on the court order you receive from the Judge/Commissioner. OTHER HELP: If you still have questions about this procedure, you can ask a lawyer for legal advice. You can look up a lawyer in the telephone book under “attorneys”. Also, the Self-Service Center has a list of lawyers who will help you help yourself. © Superior Court of Arizona in Graham County PBIPF50p-070912 ALL RIGHTS RESERVED Page 2 of 2