Arizona Probate Form

Procedures: How To Apply To Be The Personal Representative (Pinal)

Everything you need to know about Arizona Form Procedures: How To Apply To Be The Personal Representative (Pinal), 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 Procedures: How To Apply To Be The Personal Representative (Pinal)

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: How To Apply To Be The Personal Representative (Pinal) 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: How To Apply To Be The Personal Representative (Pinal)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Procedures: How To Apply To Be The Personal Representative (Pinal):

  • 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 Procedures: How To Apply To Be The Personal Representative (Pinal) up to date, certain details can change from time-to-time with little or no communication.

How to file Form Procedures: How To Apply To Be The Personal Representative (Pinal)

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 Procedures: How To Apply To Be The Personal Representative (Pinal), 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 Procedures: How To Apply To Be The Personal Representative (Pinal) 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 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: How To Apply To Be The Personal Representative (Pinal) 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 Procedures: How To Apply To Be The Personal Representative (Pinal) 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 this form 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 Procedures: How To Apply To Be The Personal Representative (Pinal), and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit this form Online

Procedures: How To Apply To Be The Personal Representative (Pinal) 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 Procedures: How To Apply To Be The Personal Representative (Pinal) 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: How To Apply To Be The Personal Representative (Pinal) 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 Procedures: How To Apply To Be The Personal Representative (Pinal) 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 Procedures: How To Apply To Be The Personal Representative (Pinal)

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 Procedures: How To Apply To Be The Personal Representative (Pinal)

Here’s the text, verbatim, that is found on Arizona Form Procedures: How To Apply To Be The Personal Representative (Pinal). You can use this to get an idea of the context of the form and what type of information is needed.

Page 1 of 3 PB_AAPR_COSCPinal_04.19.18 Use only most current version PROCEDURES HOW TO APPLY TO BE THE PERSONAL REPRESENTAITVE USE THIS PACKET IF ✓You want to apply to be the Personal Representative of the estate of a person who died without a Will OR ✓You want to apply to be the Personal Representative of the estate of a person who died with a Will and you have the original Will or a certified copy of the original Will to give to the Probate Registrar. ✓The death of the person occurred more than 120 hours ago. If the amount if time hasn’t passed, you must wait until the 120 hours has passed. WHAT TO DO BEFORE YOU COME TO COURT TO FILE ANYTHING: 1.Decide if you are asking for an appointment as Personal Representative when the person died with no Will, or with a Will. If the person died with a Will, you will also be asking for the Will to be admitted into informal probate. 2.Decide if you are an appropriate person to be the Personal Representative. Generally, to file the Application you must be: •Over 18 years of age •The surviving spouse of the person who died, •An adult child of the person who died, •A parent of the person who died, •A brother or sister of the person who died, •A person entitled to property of the person who died, •A person who was named as personal representative by Will, OR •You are a creditor and 45 days have gone by since the person died. Read the Application and all the others papers in this packet so you have a good idea what kind of information you will need to file for the Appointment to be Personal Representative. 3.Decide who the other people are that are entitled to be Personal Representative and are the likely persons who will inherit property under the Will or to whom property will pass by law if there is no Will and who are creditors of the estate. If you are not sure about this, talk to an attorney who can help you decide. 4.Complete the Application, if you want to be appointed as Personal Representative. Page 2 of 3 PB_AAPR_COSCPinal_04.19.18 Use only most current version 5.Go to the people who could also be Personal Representatives. Ask them if they are willing to sign a Waiver of Appointment and will agree to the appointment. If they are willing to sign a Waiver, have them sign the Waiver in this packet. If the Waiver is signed, mail or deliver a copy of the Waiver to all interested persons. 6.Estimate what you think is the total value of the estate of the decedent. Go to the people who are entitled to inherit the property under a Will, or to whom property will pass by law if there is no Will, and ask them if they are willing to have you act as personal representative without a bond. If they are willing, ask them to sign the Waiver of Bond document. If all interested persons sign the Waiver of Bond, mail or deliver copies of the Waiver to all interested persons. 7.Fill out the Probate Cover Sheet, the Application, and Probate Information Sheet. Attach the original Will. Make enough copies for all interested persons. Decide in which court location you will file the Application. The choices are: Visit our website for office locations or feel free to give us a call. Contact Information for all Offices Toll Free: 888.431.1311 • Local: 520.509.3555 or 311 • Fax: 520.866.5320 File the original Application, Probate Cover Sheet, Probate Information Sheet, the original Will, all Waiver of Rights to Appointment (if needed), Waiver of Bond (if needed) and have the copies conformed by the Clerk and returned to you. (Conformed means that the original was filed with the court and you receive a stamped copy). FILING FEE: There is a filing fee for filing this Application for Appointment of Personal Representative and well as other charges associated with this case. Inquire with the Clerk’s office regarding the filing fee amount. Payment may be made by cash, Money Order, Visa, MasterCard debit or credit. If you cannot pay these fees, you may request the fee(s) be deferred or waived. The Clerk of the Superior Court has the necessary forms to ask for a deferral or waiver. NOTE: With the Application for Deferral, you must provide proof of income (2 copies of your most recent pay stubs) 8.Complete the Notice of Application. Mail or hand-deliver a copy of the Notice of Application and the Application for Informal Appointment of Personal Representative to everyone entitled to the notice. Read the Notice of Application in this packet to learn who must get notice. Page 3 of 3 PB_AAPR_COSCPinal_04.19.18 Use only most current version 9.If people are entitled to notice and you cannot find them even though you tried very hard to find them, you can publish the notice. Read the documents in this packet on how to serve papers when you don’t know where the other party lives on how to do this. You must publish once a week for three weeks in a row. If you publish, be sure you complete the Affidavit of Circumstances about Publication. You will receive an Affidavit of Publication from the newspaper. 10.Complete the Proof of Delivery or Mailing of Notice of Application. 11.Complete the Training Requirements for Customers filing Probate and/or Guardianship matters. New requirements for probate and guardianship matters went into effect September 1, 2012. Non-licensed fiduciaries, typically family members, are to receive training. Specifically, Rule 27.1(A) of the Arizona Rules of Probate Procedure states: “Any person who is neither a licensed fiduciary under A.R.S. § 14-5651 nor a financial institution shall complete a training program approved by the supreme court before letters to serve as a guardian, conservator, or personal representative are issued....” The probate training modules provided by the Administrative Office of the Courts may be found on their new Probate resource webpage at From this page you will find a link to the training modules as well as other probate-related resources such as the new forms and fee guidelines. Please refer to the NOTICE in this packet for more information on completing the training. WHAT TO DO NEXT: See the Procedures for Appointment of Personal Representative AFTER You Have Filed the Application, in this packet.

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