Everything you need to know about Arizona Form pbgca10pz, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related AZ probate forms.
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 Request Appointment Of Permanent Guardian And Conservator For 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:
Sometimes it’s tough to find a quick summary— here’s the important details you should know about Procedures: How To Request Appointment Of Permanent Guardian And Conservator For 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 pbgca10pz - Procedures: How To Request Appointment Of Permanent Guardian And Conservator For An Adult up to date, certain details can change from time-to-time with little or no communication.
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.
Fill out all relevant fields in Form pbgca10pz, 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 pbgca10pz 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).
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.
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.
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?
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.
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.
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.
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 pbgca10pz, and when in doubt— consult a qualified trust & estates lawyer for that area.
Procedures: How To Request Appointment Of Permanent Guardian And Conservator For 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 pbgca10pz - Procedures: How To Request Appointment Of Permanent Guardian And Conservator For 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.
Procedures: How To Request Appointment Of Permanent Guardian And Conservator For 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.
Form pbgca10pz - Procedures: How To Request Appointment Of Permanent Guardian And Conservator For An Adult 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.
What is probate, exactly?
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.
Where can I get help with 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!
What does a AZ executor or personal representative have to do?
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.
Here’s the text, verbatim, that is found on Arizona Form pbgca10pz - Procedures: How To Request Appointment Of Permanent Guardian And Conservator For An Adult. 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 Page 1 of 5 PBGCA10p 041519 ALL RIGHTS RESERVED Law Library Resource Center Procedures: How to Request Appointment of Permanent Guardian and Conservator for an Adult Step 1. Make copies and separate into complete sets as follows: Set 1: Originals for the Clerk of Superior Court, Probate • Probate Information Cover Sheet (pb10f) • Petition for Permanent Appointment (pbgca11f) • Affidavit of Person to be Appointed (pbgc13f) Set 2: Copies for Judicial Officer (deliver at least 5 days before the hearing) • Petition for Permanent Appointment • Affidavit of Person to be Appointed Set 4 & More: Copies for Persons (or Agencies) to Receive Notice • Petition for Permanent Appointment • Affidavit of Person to be Appointed Set 2: Copies for You • Petition for Permanent Appointment • Affidavit of Person to be Appointed Step 2. Take the originals and all sets of copies to the clerk to file at any of the following Superior Court locations in Maricopa County: 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 Step 3. Pay your filing fee plus the probate court investigator fee. • A list of current fees is available from the Law Library Resource Center and from the Clerk of Superior 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 Superior Court. Deferral Applications are available at no charge from the Law Library Resource Center. Step 4. Get your copies back. The Clerk will file the originals, stamp the copies with a case number to indicate the copies conform to (are the same as) original documents filed with the Court, and return the copies to you. Note your case number beginning with “PB” and use it on every paper you file with the court in this matter from now on. © Superior Court of Arizona in Maricopa County Page 2 of 5 PBGCA10p 041519 ALL RIGHTS RESERVED Step 5. Get a court hearing date: A.I f filing in downtown Phoenix, at 201 West Jefferson, after filing, walk to East Court Building, 3 rd Floor, to Probate Court Administration t o immediately ask to schedule a hearing, or . . . B.If f iling at a court location where there is no Calendar Clerk available: •Wa it until 2 to 3 days after filing (so Clerk can see information in data system). •Call 602-506-5510 and tell the clerk you need to schedule a hearing. •Provide the case number. •The Clerk will provide you with the date, time, and location of the hearing, as well as t he nam e of the Judicial Officer assigned to conduct the hearing. •Please write it down! Don’t lose it! Or . . . C.If filing at a court location where there is no Calendar Clerk available and you do not want to wait the 3-5 days: •Br ing your documents to the downtown Phoenix Probate Court Administration offices in- person to schedule the hearing. •Present one clerk-stamped (conformed) copy of the following documents to Probate Court Administration: P etition for Appointment of Guardian and Conservator for an Adult (Fo rm PB GCA11F) , Affi davit of Person to be appointed (Form PBGC13F) , And the original plus one copy of the: Petitioner’s Information Sheet to Court Investigator (Form PBGCA12f), P robate Court Administration will then provide you with a printout with information on when and where the hearing is, as well as the name of the assigned Judicial Officer. This is important information. Don’t lose this document! N ote the following: oThe hearing will be scheduled for some 4-6 weeks from the date you submit your request, whether submitted by phone or in-person. oY ou may file at any of the Clerk of Superior Court locations listed above. The hearing may, however, be scheduled at a different court facility. Step 6. Get the name and address of a court-appointed lawyer: © Superior Court of Arizona in Maricopa County Page 3 of 5 PBGCA10p 041519 ALL RIGHTS RESERVED Step 7. Complete the “order appointing attorney, health professional*, and court investigator” (Form PBGCA14F). Note that the Petitioner is responsible for any fees charged by the physician or other evaluator for the examination and for preparing the report to the Court. Notice: Court authorization for inpatient mental or behavioral health treatment requires recommendation by a licensed psychologist or psychiatrist. A.R.S. § 14-5312.01(B). Step 8. Step 9. Give the “order appointing” (form pbgca14f) to the Probate Registrar. Serve notice: Fill out the Notice of Hearing form (PBGC18f) with the information about time and place of the hearing that you obtained in Step 5 above, and serve notic e to everyone who is legally entitled to know about the court cas e and what you have asked the Court to order concerning the person to be protected. To “Serve” notice means to deliv er notice as required or permitted by law. Per sons entitled to notice may sign a notarized Waiver of Notice (PBGC19f), which will allow you to not serve notice to those persons, unless they later file to reverse that waiver. Effective 6/1/2021 Step 6 is no longer applicable. Please skip to next step. Effective 6/1/2021 Step 7 is no longer applicable. Please skip to next step. Effective 6/1/2021 Step 8 is no longer applicable. Please skip to next step. © Superior Court of Arizona in Maricopa County Page 4 of 5 PBGCA10p 041519 ALL RIGHTS RESERVED Notice can (or must) be given in different ways to different persons. Read “Information on Legal Notice” (PBGC20h) in this packet, and see Law Library Resource Center packet #2, “Service and Notice of Court Hearing” for court forms and more detailed information on serving notice regarding conservatorship of an adult. Step 10. Regarding the physician or other health professional appointed to evaluate the person said to need a guardian and conservator in Steps 7 and 8 above: • Provide that evaluator with the “Guidelines for Health Professional’s Report” (PBGCA15f) and the case number. • The physician or other evaluator may use the form supplied with the guidelines or provide the information in any other format that appropriately conveys the necessary information. • Get the report back from the evaluator. * • Make sure the Report has the case number on it. • Present the Report plus two copies to the filing counter at least five (5) days before the scheduled date of the hearing. The Clerk will date-stamp them all, file one as the original, and return the others to you. • To keep the Report out of the public record, see “Special Handling for Confidential Documents”, (PB13h) for information on filing as a “Confidential Document”. • Get the date-stamped copies back from the Clerk, and 1. Keep one to bring to court with you and keep for your records, and 2. Deliver one to the attorney appointed in in Step 8 above. * Due to concerns about federal patient privacy regulations some medical professionals may not be willing to turn the report over to you since your appointment as guardian and conservator is not yet final. If this is the case, the physician or other evaluator may file the report at or mail it to the Clerk at any of the locations listed in Step 2 above (even though the instructions on the Guidelines say “Please do not file your report with the Clerk of Superior Court”). If filing in person, do so at least five (5) days before the date of the scheduled hearing. If mailing, it is recommended that the papers be posted at least 10 days before the hearing. © Superior Court of Arizona in Maricopa County Page 5 of 5 PBGCA10p 041519 ALL RIGHTS RESERVED Read this: After giving notice to all interested persons: • Complete the Declaration of Notice stating how and when you gave notice. • Make two (2) copies of the: o Notice of Hearing o Waiver of Notice (If any) o Declaration of Notice provided o Order Appointing an Attorney, health professional, court investigator • If filing in-person, do so at least 5 days before the hearing. • If you file the documents before the hearing, the Clerk will stamp and keep one set, and return the copies for you to bring with you to the hearing. • If you are mailing these documents to the Court:  Make a copy before mailing to keep and bring to the hearing;  It is recommended that you post them 10 full days before the hearing.  The Probate Clerk will file the originals for you and deliver the copies to the Judicial Officer assigned to the hearing.  Remember to bring your copies of the documents to the hearing. Important: Guardians and Conservators must complete court-approved training before permanent appointment! See “Notice Regarding Training Requirements”.
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