Free Appointment as Personal Representative Packet - Arizona


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Pages: 14
Date: June 26, 2006
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State: Arizona
Category: Court Forms - Local
Author: MGriglak
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Page Size: Letter (8 1/2" x 11")
URL

http://pinalcountyaz.gov/Departments/JudicialBranch/ClerkoftheCourt/Documents/Downloads/Probate/Appointment%20as%20Personal%20Representative%20Package.pdf

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APPOINTMENT AS PERSONAL REPRESENTATIVE

PINAL COUNTY
THE APPOINTMENT AS PERSONAL REPRESENTATIVE, NOTICE OF APPOINTMENT, INVENTORY AND APPRAISEMENT INSTRUCTIONS AND FORMS
Provided as a Public Service by Kristi Youtsey Ruiz Clerk of the Superior Court

PINAL COUNTY CLERK OF SUPERIOR COURT SELF SERVICE CENTER

THE APPOINTMENT, NOTICE OF APPOINTMENT, INVENTORY AND APPRAISEMENT FORMS LIST
How to assemble these documents
This packet contains court forms about the Appointment, the Notice of Appointment and the Inventory and Appraisement; whether or not there was a will. Be sure this packet contains the following documents. Order Form Number 1 PB2 Table 1 PB2 Procedures 2 PB2 List 3 PB2 Informal 4 PB2 Proof of Delivery 5 PB2 Notice to Creditors 6 PB2 Publication 7 PB2 Proof of Document Table on Instructions in this packet What to do after you are appointed Personal Representative Checklist for Appointment Notice of Appointment Proof of Delivery or Mail of Notice of Appointment... Notice to Creditors Letter to Publisher About Creditors Proof of Notice to Creditors No. pages 1 2 1 2 1 1 1 1

Notice to Creditors

8 PB2 Inventory & Appraisement

Inventory and Appraisement

3

The documents you have received are copyrighted by the Superior Court of Arizona in Pinal County. You have permission to use them for any lawful purpose. These forms shall not be used to engage in the unauthorized practice of law. The Court assumes no responsibility and accepts no liability for actions taken by users of these documents, including reliance on their contents. The documents are under continual revision and are current only for the day they were received. It is strongly recommended that you verify on a regular basis that you have the most current documents. It is strongly recommended that you contact an attorney to assist you in completing these forms if you have any questions. You should contact an attorney that handles Probate Estates to find out what to do.

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Table Use only most current form

PINAL COUNTY CLERK OF SUPERIOR COURT SELF SERVICE CENTER PROCEDURES: WHAT TO DO AFTER YOU ARE APPOINTED PERSONAL REPRESENTATIVE
USE THIS PACKET only if you have been appointed the Personal Representative of the Estate in an Informal Probate. USE ONLY BLACK INK TO FILL OUT THE FORMS. 1. NOTICES AND ORDERS YOU MUST SEND AFTER THE LETTERS ARE ISSUED: A. NOTICE OF APPOINTMENT and/or ADMISSION of WILL:
Within ten (10) days of your appointment you must complete this Notice and mail or deliver
a copy of the Notice to everyone entitled to notice. This includes all interested person. If your case involves a Will, check the boxes that say appointment and admission, if your case does not involve a Will, only check the boxes that say appointment of personal representative. If there is a Will, attach a copy of the Will to the Notice. Complete the Proof of Delivery/Mailing of Notice, and file it and the original Notice with the Clerk of Superior Court Probate Registrar.

B. ORDER TO PERSONAL REPRESENTATIVE:
Within ten (10) days of your appointment you must mail a copy of the Order to Personal Representative to everyone entitled to notice. This includes all interested persons. Complete the Proof of Delivery/Mailing of Order of Personal Representative, and file the original Proof of Notice with the Clerk of Superior Court Probate Register. To simplify things, we have combined the Proof of Notice for the Order to Personal Representative and the Notice of Appointment and/or Admission of Will into one document (PB2Proof of Delivery)

C. NOTICE TO CREDITORS:
Complete the Notice to Creditors included in this packet and mail it to all creditors you know about. File the original Notice of Creditors with the Clerk of Superior Court Probate Registrar. Publish the Notice to Creditors. You must do this just in case there is a creditor who is not aware of this matter. Publish in a newspaper of general circulation in this county, once a week for three (3) weeks in a row. Use the letter in this packet to help you. The newspaper will usually file the original Affidavit of Publication and return a copy to you. If the newspaper returns the original Affidavit of Publication to you, file it with the Clerk of Superior Court Probate Registrar.

Complete the Proof of Notice to Creditors and file the original with the Clerk of Superior Court Probate Registrar.
Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED PB 2 Procedures Use only most current form

2.

DOCUMENTS YOU MUST COMPLETE:
A. INVENTORY AND APPRAISEMENT OF ASSETS IN THE ESTATE: Within ninety (90) days after your appointment as Personal Representative you must prepare an inventory of property owned by the person who died. You must list the property the property with reasonable detail, estimate its fair market value, tell whether it was held as community or separate property, and what kind of any encumbrances/liens on the property might exist. You can hire an appraiser to determine fair market value of there is reasonable doubt about some asset. If you do this be sure the appraiser is qualified and disinterested. List the name and address of appraisers on the inventory, and list which item(s) he or she appraised. After the inventory is completed, do one of the following: a. You may file the inventory with the court and send copies to any interested person who requests it, OR b. You can choose not to file it, but then you must deliver or mail a copy of inventory to each of the heirs or people named in the will and other interested person who requests it. If you do this, complete the Proof of Mailing or Delivery of Inventory and Appraisement that is in your packet and file it with the Clerk of Superior Court Probate Registrar. If at any time while you are administering the Estate you realize that you failed to list some item in the inventory, or the value or description of the asset was wrong, you must file a supplementary inventory with the new information, and file it with the Clerk of the Superior Court Probate Registrar and give copies to interested parties. You may choose not to file it, but you must give copies to interested parties and file Proof of Mailing or Delivery of Supplementary Inventory with the Clerk of Superior Court Probate Registrar.





3.

NOW PROCEED WITH ADMINISTRATION AND CLOSING THE ESTATE:
Go to the packet called Administering and Accounting Before Closing the Estate and the packet called Closing the Estate.

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Procedures Use only most current form

PINAL COUNTY CLERK OF SUPERIOR COURT SELF SERVICE CENTER

APPOINTMENT OF PERSONAL REPRESENTATIVE AND ADMISSION OF WILL (if applicable)
CHECKLIST
USE THE FORMS AND INSTRUCTIONS in this packet only if the following factors apply to your situation:
You have been appointed Personal Representative of the estate of a person that died. AND



You have signed the Acceptance of Appointment and are ready to give notice that you have been appointed.

READ ME:

It is very important for you to know that when you sign a court document, you may be helping or hurting your case. Before you sign any court document, or get involved with a court case, it is important that you see a lawyer to make sure you are doing the right thing.

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Check List Use only most current form

Name of Person Filing Document: ________________________________ Your Address: _________________________________________________ Your City, State, Zip Code: _______________________________________ Your Telephone Number: ________________________________________ Attorney Bar No. & Representing __________________________________

SUPERIOR COURT OF ARIZONA PINAL COUNTY
In the Matter of the Estate of ) ) ) ) ) ) _________________________________) [ ] an Adult or [ ] a Minor, deceased

PB 2__________________________ NOTICE OF: INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE
(Person died without a Will "Intestate Estate")

OR INFORMAL PROBATE OF A WILL AND INFORMAL APPOINTMENT OF A PERSONAL REPRESENTATIVE AND ADMISSION OF WILL
(Person died with a Will "Testate Estate")

1. 2.

This Notice is being sent to those persons who have, or may have some interest in the Estate of the person named in the court caption above, who died on ____________________________ (date).

MY NAME AND ADDRESS:
My name is: ______________________________________________________________________ My address is: ____________________________________________________________________

3.

Documents Filed: On __________________ I filed the following document with the court:
[ ] Application for Informal Appointment of Personal Representative because the person died without a Will "Intestate Estate," OR [ ] Application for Inforaml Probate of Will and for Inforaml Appointment of Personal Representative because the person died with a Will "Testate Estate"

4.

APPOINTMENT AS PERSONAL REPRESENTATIVE: On ____________________ (date) the
Probate Registrar appointed ___________________________________________________ (name) as Personal Representative of the Estate of the person who died.

5.

BOND: No bond is required or a bond in the amount of $_____________________ is required which has
been filed with the court.

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Notice of Informal Appointment Use only most current form

6.

LOCATION OF PAPERS: Papers relating to the Estate are available for your inspection and are on file
with the Court at the address listed below:

Clerk of the Superior Court Pinal County Justice Complex 971 Jason Lopez Circle Bldg A Florence AZ 85232 (520) 866-5300 7. COPY OF WILLL: (Only if there is a will) A copy of the Will is attached to this Notice for you. You have
four (4) months from the date you receive this Notice to begin a Formal probate case. DATED: ___________________________________ ___________________________________ Signature ___________________________________ Print Name

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Notice of Informal Appointment Use only most current form

Name of Person Filing Document: ________________________________ Your Address: _________________________________________________ Your City, State, Zip Code: _______________________________________ Your Telephone Number: ________________________________________ Attorney Bar No. & Representing __________________________________

SUPERIOR COURT OF ARIZONA PINAL COUNTY
In the Matter of the Estate of ) ) ) ) ) _________________________________) [ ] an Adult or [ ] a Minor, deceased

PB 2________________________ PROOF OF DELIVERY OR MAIL OF [ ] NOTICE INFORMAL APPOINTMENT OF PERSONAL REPRESENTIVE [ ] ADMISSION OF WILL TO PROBATE [ ] ORDER TO PERSONAL REPRESENTATIVE

STATE OF ARIZONA County of Pinal

) ) ss.

1. DOCUMENTS: I delivered or mailed by first class mail, postage prepaid a copy of the following documents:
(Check one box) [ ] (If no Will exists) NOTICE OF INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE and separate ORDER TO PERSONAL REPRESENTATIVE (Person died without a Will "Intestate Estate"), OR [ ] (If a Will exists) NOTICE OF ADMISSION OF A WILL AND INFORMAL APPOINTMENT OF A PERSONAL REPRESENTATIVE and separate ORDER TO PERSONAL REPRESENTATIVE (person died with a Will "Testate Estate").

2. PERSONS. I mailed or delivered the documents to the following persons entitled to notice of this case. (if you
need more room, attach a sheet of paper): NAME ADDRESS DATE MAILED OR DELIVERED

Signature _____________________________________ Print Name __________________________________ SUBSCRIBED AND SWORN TO before me this _____________ day of _____________________, 20 ____. My Commissions Expires: By ________________________________ Deputy Clerk/Notary Public
PB 2 Proof of Delivery Use only most current form

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

Name of Person Filing Document: ________________________________ Your Address: _________________________________________________ Your City, State, Zip Code: _______________________________________ Your Telephone Number: ________________________________________ Attorney Bar No. & Representing __________________________________

SUPERIOR COURT OF ARIZONA PINAL COUNTY
) ) ) ) ) _________________________________) [ ] an Adult or [ ] a Minor, deceased In the Matter of the Estate of

PB 2_______________________ NOTICE TO CREDITORS OF INFORMAL APPOINTMENT AND/OR INFORMAL REPRESENTATIVE AND/OR INFORMAL PROBATE OF A WILL

NOTICE IS GIVEN THAT: 1. PERSONAL REPRESENTATIVE: _______________________________________________(name)
has been appointed Personal Representative of this Estate on _______________________________ (date).

2. DEADLINE TO MAKE CLAIMS. All persons having claims against the Estate are required to their claims
within four months after the date of the first publication of this Notice or the claims will be forever barred.

3. NOTICE OF CLAIMS: Claims must be presented by delivering or mailing a written statement of the claim to
the Personal Representative at (address) __________________________________________________________________________________________ ____________________________________________________________________________________

4. NOTICE OF APPOINMENT. A copy of the Notice of Appointment is attached to the copies of this
document mailed to all creditors. DATED: _______________________________________ ________________________________________ Personal Representative _________________________________________ Print Name

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Notice to Creditors Use only most current form

Print Name

Print Address

Month/Day/Year

Name of Newspaper

Address

RE: PB 2_______________________________ To Whom It May Concern: Enclosed is a court file-stamped copy of the Notice to Creditors in the above matter. In accordance with A.R.S. 143801, please publish this Notice in your newspaper once a week for three (3) weeks in a row. Enclosed is a check or money order in the amount of $_________________ for the cost of the publication. Upon receipt of this letter, please call me at ______________________________ to tell me when the first publication will occur. When all three weeks of publication have been completed, please file the original Affidavit of Publication with the Court and send me one copy. Thank you for your help in this matter. Yours truly, __________________________________ (Signature) Enclosed: Copy of Notice to Creditors Check or Money Order (call newspaper ahead of time to find out what the charge is)

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Publication Use only most current form

Name of Person Filing Document: ________________________________ Your Address: _________________________________________________ Your City, State, Zip Code: _______________________________________ Your Telephone Number: ________________________________________ Attorney Bar No. & Representing __________________________________

SUPERIOR COURT OF ARIZONA PINAL COUNTY
In the Matter of the Estate of ) )
) )

PB 2_______________________ PROOF OF DELIVERY OR MAILING OR PUBLISHING NOTICE TO CREDITORS OF INFORMAL APPOINTMENT OF PERSONAL REPRESENTAITVE AND/OR INFORMAL REPBATE OF A WILL

) _________________________________) [ ] an Adult or [ ] a Minor, deceased

STATE OF ARIZONA County of Pinal

) ) ss.

1.

Notice. I delivered or mailed by first class mail, postage prepaid a copy of the Notice to Creditors to the
following known creditors entitled to such notice (if you need more room, attach a sheet of paper): Name Address Date Mailed or Delivered

_______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________

2.

Publication. The Notice to Creditors was published in the following newspaper on the following dates. The Affidavit of Publication is filed separately. Name of newspaper: ___________________________________________________________________
Dates of publication: A. / / , B. / / , C. / / ,

Signature_________________________________

Print Name ________________________________

SUBSCRIBED AND SWORN TO before me this ____________ day of __________________________, 20_______. My Commission Expires: By _______________________________ Deputy Clerk / Notary Public

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Proof of Notice to Creditors Use only most current form

Name of Person Filing Document: ________________________________ Your Address: _________________________________________________ Your City, State, Zip Code: _______________________________________ Your Telephone Number: ________________________________________ Attorney Bar No. & Representing __________________________________

SUPERIOR COURT OF ARIZONA PINAL COUNTY
In the Matter of the Estate of ) ) ) ) ) _________________________________) [ ] an Adult or [ ] a Minor, deceased STATE OF ARIZONA County of Pinal ) )ss.

PB 2______________________ INVENTORY AND APPRAISEMENT AND PROOF OF MAILING

I am the Personal Representative for the person who died and I state under oath as follows:

1. TRUE AND CORRECT STATEMENT: The following inventory of property is a true and correct statement
of all property known to me to be owned by the person who died at his or her death.

2. TOTAL ESTIMATED VALUE: The total estimated value of all real and personal property in the estate, as
supported by the following itemization of property, is $________________________________________. 3. DESCRIPTION OF PROPERTY AND DEBT: this document accurately describes each item of property, estimates the fair market value of the property as of the date of my appointment, describes the nature of the property as community or separate property, and itemizes the type and amount of all debts, mortgages, or liens relating to each item of property. 4. NOTICE TO OTHER PARTIES: A copy of this document was hand-delivered or mailed by first class mail, postage prepaid, to the following persons: (attach additional paper if necessary) Name Address Relationship to Person who Died Date Mailed or Delivered

Signature ________________________________ Print Name ______________________________ SUBSCRIBED AND SWORN TO before me this __________ day of ______________________ , 20______. My Commission Expires: By ____________________________________ Deputy Clerk / Notary Public

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Inventory and Appraisement Use only most current form

INVENOTRY AND APPAISEMENT OF PROPERTY IN ESTATE
(Use additional sheets of paper if necessary) Inventory date: _________________________

REAL PROPERTY
A. General Information:
Property Description And Address 1. 2. 3. 4. 5. 6. 7. 8. Community OR Separate Property Estimated Value in Dollars Dollars of Debt

Total estimated fair market value of real property: Total estimated debt on real property:

$_______________

$________________

B. Information About Real Property Items Listed Above That Were Appraised:
Name Address Item Number Above

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Inventory and Appraisement Use only most current form

PERSONAL PROPERTY
A. General Information:
Property Description 1. 2. 3. 4. 5. 6. 7. 8. 9. Community OR Separate Property Estimated Value in Dollars Dollars of Debt

Total estimated fair market value of personal property: Total estimated debt on personal property:

$_______________

$________________

C. Information About Personal Property Items Listed Above That Were Appraised:
Name Address Item Number Above

Superior Court of Arizona in Pinal County November 22, 2004 ALL RIGHTS RESERVED

PB 2 Inventory and Appraisement Use only most current form