Procedures: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor

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: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor 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: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Procedures: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor:

• 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 pbc50pz - Procedures: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor 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 pbc50pz, 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 pbc50pz 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 pbc50pz 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: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor 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.

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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.

5 reasons you should submit pbc50pz 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 pbc50pz, and when in doubt— consult a qualified trust & estates lawyer for that area.

Procedures: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor 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 pbc50pz - Procedures: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor 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: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor 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 pbc50pz - Procedures: What To Do (Within 90 Days) After The Court Hearing Regarding Conservatorship Of An Adult Or Minor. 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: WHAT TO DO (within 90 days) AFTER THE COURT HEARING Regarding CONSERVATORSHIP of an adult or minor After the court hearing, there are numerous tasks to accomplish. Some tasks must be executed before you are officially considered Conservator of the protected person’s estate. Other duties must be accomplished within 30 days of being appointed Conservator. Many of the tasks must be finished and submitted to the court 90 calendar days after the Letters of Conservatorship are issued. Be sure to review the training program at the above website to see the account reporting periods and due dates for filing documents in these packets. THE FIRST WEEK: STEP 1: POST a SURETY BOND. When you are appointed conservator, the court will order that a surety bond be posted to cover all the assets that belong to the protected person. A bond is an insurance policy so that if the conservator misappropriates the money, invests it badly, or makes some other mistake, the protected person will not suffer as a result. The price of that insurance policy can be paid from the protected person’s money, but the conservator must post the bond. The amount of the bond will ordinarily be the principal value of the protected person’s property plus one year’s anticipated income. If the value of the estate changes, you must request an order from the court either reducing or increasing the amount of the bond. Bonding agencies may be found in the local telephone book or online. You must post the surety bond immediately after the court order is signed, because no LETTERS of Appointment will be issued without proof you posted the surety bond. STEP 2: GO to the PROBATE COURT CLERK. If the Judge/Commissioner grants the PETITION for Appointment of a Conservator: A. TAKE the following original documents to the Probate Court Clerk. • ORDER OF APPOINTMENT of a Conservator • LETTERS OF APPOINTMENT • ACCEPTANCE OF LETTERS OF APPOINTMENT • PROOF of surety bond When you present the above-listed documents, the clerk will 1) review the ORDER OF APPOINTMENT and your proof of surety bond, 2) complete the LETTERS, 3) ask you to SIGN the ACCEPTANCE, and 4) file the original documents. B. ASK the Probate Court Clerk to CERTIFY a copy of the LETTERS of Appointment to prove that you have the appointment and authority from the court. ©Superior Court of Arizona in Maricopa County PBC50p 041514 ALL RIGHTS RESERVED Page 1 of 5 Note: A list of current fees is available from the Self Service Center and from the Clerk of Court’s website. Note: 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 Self- Service Center . C. KEEP the following documents in your CONSERVATOR RECORDS: 1. ORDER OF APPOINTMENT. Keep a copy of this to remember what the Judge/Commissioner ordered you to do in this case. 2. LETTERS OF APPOINTMENT. Keep a certified copy of the LETTERS to show anyone who needs to know that you have authority from the court to act as conservator, and what that authority is. 3. ORDER TO CONSERVATORS. Keep a copy of this Order and read it often. This ORDER contains the general instructions about what you are required to do as conservator. Be sure you know your obligations, and what you are required to do under the law. STEP 3: GO to the COUNTY RECORDERS’ OFFICE and RECORD the LETTERS of APPOINTMENT. In addition to recording the LETTERS in the county where the protected person resides, you may need to record the LETTERS at more than one County Recorders’ Office (if the protected person has a residence or does business in more than one county). The act of recording gives the public official notice that you have been appointed the Conservator of the protected person. It also creates a record that identifies you as the only person entitled to transfer property on behalf of the protected person in the event someone should attempt to sell or make any lien or other encumbrance against the real property. A. KEEP a certified copy of the LETTERS of Appointment to show anyone who needs to know that you have authority from the court to act as conservator, and what your authority is. THE FIRST MONTH (Within 30 days after the court order appointing you as conservator) STEP 4: GO TO the PROBATE COURT CLERK to deliver and FILE the following document: A. NOTICE of Filing. 1. Within 30 days after the court order appoints you as conservator and you record the Letters, the Recorders’ Office will send you the recorded copy of the LETTERS of Appointment by mail. You should see a marking on the document that shows it has been recorded and where that record can be found for future reference. 2. Complete the NOTICE of FILING form in this packet set. 3. TAKE the recorded copy of the LETTERS of Appointment and the NOTICE of Filing to the Probate Court Clerk, and ask the clerk to file it with your case. ©Superior Court of Arizona in Maricopa County PBC50p 041514 ALL RIGHTS RESERVED Page 2 of 5 STEP 5: NOTIFY the Court, the U.S. Postal Service, and other service providers of the change from the protected person’s address to your address as Conservator. STEP 6: MARSHALL THE ACCOUNT. This means take control of and safeguard the protected person’s assets, on behalf and for the benefit of, the conservatorship estate. There are a number of ways that you can do this. A. NOTIFY the protected person’s FINANCIAL INSTITUTION(s) of your appointment as Conservator. Set up a meeting with the financial institution, and take the following documents to the meeting: 1. Copy of the Court Order appointing you as Conservator, 2. Certified copy of the LETTER OF APPOINTMENT, 3. Protected person’s Social Security number, 4. Protected person’s date of birth, 5. Protected person’s bank account number(s), 6. Proof of Restricted Account Form PBC91f. NOTE: If the Court order appointing you as conservator, restricts a bank, brokerage account, or any other asset, you must file this “Proof of Restricted Account” form with the court within 30 days after the order or letters are first issued. If the court does not order a restricted account, skip part (b) below. a. Present all of the above documents to the bank manager. Once you have presented your Court order, LETTER OF APPOINTMENT and other information to the bank manager, ask for the account(s) to be retitled into the name of the conservatorship. The purpose of this is to notify the organization (bank, brokerage firm, Motor Vehicle Division) that you are the only person who should be dictating how the asset is held, spent or managed. b. Ask the bank manager to help you complete PBC41f “Proof of Restricted Account” (if the court order or letters restrict any accounts). Also, ask the bank manager to SIGN the FORM. c. Take the signed Proof of Restricted Account form to the Probate Clerk. File this form (signed by the manager at the bank or financial institution) with the Probate Clerk. Filing this form shows the court that you obeyed the court order to properly establish the protected person’s account. B. RE-TITLE VEHICLES. You may re-title the protected person’s vehicles (cars, motorcycles, boats, recreational vehicles or motor homes) in the name of the conservatorship. C. INVENTORY the Protected Person’s ASSETS. As conservator, you must research and make a list of the protected person’s assets. The value listed on the inventory for a particular asset is the value as of your first date of appointment as Conservator. All assets of the protected person’s estate should be listed on the inventory. In this packet se t, you will find a form and instructions about how to complete the inventory. Note: Mail a copy of the inventory to the protected person, if 14 or older, and to other “interested persons” who have not waived the right to receive notice. ©Superior Court of Arizona in Maricopa County PBC50p 041514 ALL RIGHTS RESERVED Page 3 of 5 D. RECORDKEEPING. 1. COLLECT and ORGANIZE the protected person’s records and important papers. 2. BEGIN TO MAINTAIN the protected person’s records and do this throughout your appointment as Conservator. E. CREATE A BUDGET for the estate. Use the specific forms and instructions for “How to Complete an Estate Budget (Form 5)” in this packet set. WITHIN 90 DAYS AFTER THE HEARING: STEP 7: COMPLETE an ESTATE BUDGET/ACCOUNTING for the 9 month reporting period. Please see the specific budget/account (form 5) and instructions in this packet set. A. The first Budget/Accounting (Form 5) is due 90 calendar days after the Letters of Appointment are issued. B. FEE STATEMENT: If you are charging a fee or claiming reimbursement for expenses, you must fill out the FEE STATEMENT and file it with the court. Please see the Fee Statement form and instructions in this packet set. STEP 8: GO to the Probate Clerk of Court and FILE the following documents: • Coversheet Form PBC50f • Estate Budget/Account Form 5 – AND - o SCHEDULE 1: Statement of Receipts and Disbursements o WORKSHEET A (if applicable): Other Receipts and Disbursements Detail o SCHEDULE 2: Statement of Net Assets o WORKSHEET B (if applicable): Other Inventory and Liabilities Detail o SCHEDULE 3: Statement of Sustainability of Conservatorship o WORKSHEET C (if applicable): Adjustments Detail • Inventory • Fee Statement All Form 5 information, documents and attachments are confidential documents and require special handling. When filing confidential information and documents with the Clerk’s Office, place the original document in an envelope that bears the case name and number, the name of the document being filed, the name of the party filing the document, and the label “Confidential Document.” *WARNING  Documents defined as “confidential” require special handling.  Follow “Special Handling Instructions for Confidential Documents” (next page). ©Superior Court of Arizona in Maricopa County PBC50p 041514 ALL RIGHTS RESERVED Page 4 of 5 IMPORTANT! SPECIAL HANDLING INSTRUCTIONS* for CONFIDENTIAL INFORMATION and DOCUMENTS CONFIDENTIAL INFORMATION* INFORMATION DEFINED OR DESIGNATED AS “CONFIDENTIAL INFORMATION” MUST BE SUBMITTED TO THE CLERK IN SEPARATE, UN-SEALED (9”x12”) ENVELOPES.* The following are INFORMATION is defined as “Confidential”: • A social security number of a living person; • Any account number for a financial account (unless limited to the last 4 digits only). The term “financial account” includes  credit card account  debit card account  bank account  brokerage account  insurance policy  annuity contract • Any other information determined by the court to be confidential. CONFIDENTIAL DOCUMENTS* DOCUMENTS DEFINED OR DESIGNATED AS “CONFIDENTIAL DOCUMENTS” BE SUBMITTED TO THE CLERK IN SEPARATE, UN-SEALED (9”x12”) ENVELOPES.* The following are DOCUMENTS are defined as “Confidential”: • Probate Information form • Medical Reports and Records • Inventories and Appraisements • Accountings • Credit Reports • Any other document ordered by the court to be “confidential”. A separate envelope is required for each confidential document and the following information must appear on the outside of each envelope: 1. Case Name and Number (“In the Matter of xxxxx” and “PB 2009xxxxxx”), 2. Name of the document (“Annual Accounting”, “Annual Report”, “Medical Records”. etc,) 3. Name of the party filing the document, and 4. the words “Confidential Document” * Required by Arizona Rules of Probate Procedure (Rule 7) ©Superior Court of Arizona in Maricopa County PBC50p 041514 ALL RIGHTS RESERVED Page 5 of 5