Everything you need to know about Iowa Form PMF 407, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related IA 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.
Application For Allowance And Payment Of Fees For Ordinary Services is a commonly used form within Iowa. 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 Application For Allowance And Payment Of Fees For Ordinary Services:
This form pertains to the State of Iowa
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 Iowa’s Form PMF 407 - Application For Allowance And Payment Of Fees For Ordinary Services 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 Iowa 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 PMF 407, take a break, and then review. Probate and estate settlement processes in IA 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 PMF 407 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 Iowa.
The sooner you begin, the faster Iowa 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 Iowa. 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 Iowa 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 Iowa 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 Iowa probate clerk or court for exact answers regarding Form PMF 407, and when in doubt— consult a qualified trust & estates lawyer for that area.
Application For Allowance And Payment Of Fees For Ordinary Services is one of the many probate court forms available for download through Atticus.
It may also be available through some Iowa 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 Iowa.
While Atticus automatically provides the latest forms, be sure to choose the correct version of Form PMF 407 - Application For Allowance And Payment Of Fees For Ordinary Services 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 Iowa probate court office.
Application For Allowance And Payment Of Fees For Ordinary Services 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 Iowa-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.
Form PMF 407 - Application For Allowance And Payment Of Fees For Ordinary Services is a probate form in Iowa.
Iowa 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 Iowa.
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 Iowa, 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 IA 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 Iowa Form PMF 407 - Application For Allowance And Payment Of Fees For Ordinary Services. You can use this to get an idea of the context of the form and what type of information is needed.
PMF 407 IN THE IOWA DISTRICT COURT FOR COUNTY IN THE MATTER ) Probate No. _______________________ ) OF THE ESTATE OF ) APPLICATION FOR ALLOWANCE AND ) PAYMENT OF FEES , ) Deceased. ) ) STATE OF IOWA, COUNTY OF , ss The undersigned being first duly sworn (or affirmed) states: 1.The undersigned is the duly appointed, qualified and acting Personal Representative of this estate. 2.Regarding fixing of fees, choose one option: __ OPTION 1: It is necessary to fix the fees of the Personal Representative and attorney for the estate. __ OPTION 2: It is necessary to fix the fees of the attorney for the estate. 3.Regarding payment of fees, choose one: __ OPTION 1: The undersigned has served as personal representative and should be allowed a reasonable fee for ordinary services. __ OPTION 2: The undersigned has served as personal representative but waives a fee for services. 4. has served as attorney for the Personal Representative and should be allowed a reasonable fee for ordinary services rendered, together with reimbursement of actual and necessary expenses. 5.Regarding inheritance and estate tax returns, choose one: __ OPTION 1: Where no inheritance or estate tax return No Iowa Inheritance tax return or Federal Estate tax return is required, thus one-half of the above fee can be paid at this time and one-half of the above fee is to be paid when the final report is filed and the costs have been paid. __ OPTION 2: Where inheritance or estate tax return One-half of the above fee is to be paid when the Iowa Inheritance tax return / Federal Estate Tax return is prepared and one-half of the above fee is to be paid when the final report is filed and the costs have been paid. PMF 407 6.The statements made in this Petition are true to the personal knowledge and belief of the undersigned. WHEREFORE, the Personal Representative requests that the Court (select one): __ OPTION 1: approve a reasonable fee for the attorney and authorize the Personal Representative to pay such fees as provided in Iowa Supreme Court Probate Rules. __ OPTION 2: approve reasonable fees for the Personal Representative and the attorney and authorize the Personal Representative to pay such fees as provided in Iowa Supreme Court Probate Rules. __ OPTION 3: fix the time and place of hearing on payment of fees and prescribe the time and manner of service of the notice of such hearing and that upon hearing the Court approve a reasonable fee for the attorney [ __ and Personal Representative]. Personal Representative Signed and sworn to (or affirmed) before me this day of , 20 . Notary Public PMF 407 COMMENTS 1.§§633.197 - 633.198 set forth the statutory provisions relating to fees for ordinary services. See PMF 407A and §633.199 regarding fees for extraordinary services. 2.§633.477(11) requires that the Final Report contain an itemization of services performed unless the Personal Representative elects not to request it. 3.An Affidavit Relative to Compensation, as required by 633.118, should be filed by the attorney for the Personal Representative. 4.See Iowa Rules of Probate Procedure 7.2 for the requirements regarding timing of fee requests and payment of fees.
View allIowa probate forms.
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