Maine Probate Form PB-010

Guardianship Case File Checklist

Everything you need to know about Maine Form PB-010, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related ME probate forms.

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About Guardianship Case File Checklist

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.

Guardianship Case File Checklist is a commonly used form within Maine. 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:

View Form PB-010

ME Form PB-010, which may also referred to as Guardianship Case File Checklist, is a probate form in Maine. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Atticus Fast Facts About Guardianship Case File Checklist

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Guardianship Case File Checklist:

  • This form pertains to the State of Maine

  • The official Maine source for this form is here.

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 ’s Form PB-010 - Guardianship Case File Checklist up to date, certain details can change from time-to-time with little or no communication.

How to file Form PB-010

Step 1 - Download the correct Maine 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 Maine 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 PB-010, take a break, and then review. Probate and estate settlement processes in ME 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 PB-010 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 PB-010 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 Guardianship Case File Checklist 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 Guardianship Case File Checklist 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 Maine.

5 reasons you should submit PB-010 as quickly as possible:

  1. The sooner you begin, the faster Maine 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 Maine. 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 Maine 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 Maine 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 Maine probate clerk or court for exact answers regarding Form PB-010, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form PB-010 Online

Guardianship Case File Checklist is one of the many probate court forms available for download through Atticus.

It may also be available through some Maine 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 Maine.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form PB-010 - Guardianship Case File Checklist 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 Maine probate court office.

Guardianship Case File Checklist 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 Maine-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

View Form PB-010

ME Form PB-010, which may also referred to as Guardianship Case File Checklist, is a probate form in Maine. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Did you know?

  • Form PB-010 - Guardianship Case File Checklist is a probate form in Maine.

  • Maine 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 Maine.

  • 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 Maine, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Guardianship Case File Checklist

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 PB-010

Here’s the text, verbatim, that is found on Maine Form PB-010 - Guardianship Case File Checklist. You can use this to get an idea of the context of the form and what type of information is needed.

CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov PB-010, Rev. 09/20 Guardianship Case File Checklist Page 1 of 2 www.courts.maine.gov GUARDIANSHIP CASE FILE CHECKLIST *As of September 1, 2019, the courts will accept only 18-C forms (Rev. 9/19 or after) Required at the time of filing: FILING FEE $50 or CV-067/191 Application to Proceed Without Payment of Fees and Financial Affidavit FM-002 Family and Probate Matter Summary Sheet PB-004 Social Security Number Confidential Disclosure Form(s) PB-003 Jurisdictional Affidavit Petition (check one) GS-001 Petition for Appointment of Guardian of Minor IF APPLICABLE: GS-003 Motion for Appointment of Guardian of Minor on an Emergency Basis (note: GS-003 can be filed only if GS-001 is filed at the same time or beforehand.) GS-009 Petition for Modification/Termination/Removal/Resignation of Guardian(ship) GS-008 Acceptance of Appointment by Guardian of Minor Please note: At the time of filing, the petitioner(s) will receive a date for the initial court appearance on the Petition and, if applicable, a date for the hearing on the Motion for Appointment of Guardian on an Emergency Basis. Thereafter, the petitioner(s) must serve the petition, hearing date(s), and other accompanying forms on the respondent(s). If GS-003 Motion for Appointment of Guardian of a Minor on an Emergency Basis is filed with GS-001 at case filing or any time thereafter: Required after the Judge reviews the motion: If the Court makes an ex-parte a ppointment, the petitioner(s) must provide notice of the following to all respondents: GS-004 Order Appointing Guardian of Minor on an Emergency Basis GS-013 Letters of Guardianship GS-005 Notice of Appointment and Order Setting Hearing on Petition for Appointment of Guardian of Minor on Emergency Basis If the Court does not make an ex-parte appointment, the petitioner(s) must provide notice of the GS- 019 Order Setting Hearing to all respondents. Required BEFORE the hearing on the motion for emergency appointment: GS-006 Affidavit of Notice (to be reviewed by the Judge). CONTAINS NONPUBLIC DIGITAL INFORMATION MAINE JUDICIAL BRANCH ADA Notice: The Maine Judicial Branch complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation contact the Court Access Coordinator, accessibility@courts.maine.gov, or a court clerk. Language Services: For language assistance and interpreters, contact a court clerk or interpreters@courts.maine.gov PB-010, Rev. 09/20 Guardianship Case File Checklist Page 2 of 2 www.courts.maine.gov Required to be filed BEFORE the final hearing on the petition may be held: PB-008 Summons Adoption, Guardianship, and Name Change with Proof of Service (acknowledgement, green mail card, or sheriff return of service) Proof of Service (check all that apply) Minor aged 14 or over Primary caretaker during previous 60 days Any living parent, or if none, the nearest kinship adult that can be found Any person nominated to be guardian by the minor Any appointee of a parent whose appointment has not been prevented or terminated Any guardian or conservator currently acting for the minor in this state or anywhere else GS-017 Child Support Affidavit GS-018 Child Support Worksheet

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