Arizona Form 74 PDF Details

At first glance, navigating the intricacies of estate management after a loved one has passed can seem like a daunting task for many. The Arizona 74 form, officially known as the Report of Personal Representative of Decedent, serves as a crucial tool in this process, guiding personal representatives through the reporting requirements set forth by the Arizona Department of Revenue. This form not only aides in ensuring compliance with state regulations but also provides a structured way to account for the decedent's assets. From real estate holdings within Arizona to stocks, bank deposits, and even personal property like automobiles and household furnishings, the form meticulously categorizes assets to paint a comprehensive picture of the estate's value. It further delves into the requirement for attaching pertinent documents like a copy of the death certificate and delves into inquiries about the necessity of filing a federal estate tax return. Specifically designed for original or amended reports, the Arizona 74 form demands meticulous attention to detail, such as listing the legal descriptions of real estate and the market values of various asset classes as of the date of death. In addition to providing a summary and detailed breakdown of the estate’s components, the form also queries about requests for estate tax waivers, thus streamlining the process for personal representatives and attorneys alike. Overall, the Arizona 74 form is indispensable for personal representatives in Arizona, encapsulating the essence of estate reporting in a structured and comprehensive manner.

QuestionAnswer
Form NameArizona Form 74
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesForm74 arizona report of personal representative form

Form Preview Example

ARIZONA FORM

Report of Personal Representative of Decedent

 

 

74

 

 

This report must be completed and returned to:

 

 

 

 

 

 

Estate Tax Unit, Arizona Department of Revenue,1600 W Monroe, Room 610, Phoenix AZ 85007-2650

 

 

 

 

 

For assistance call: (602) 542-4643 or (800) 352-4090 (nationwide toll free)

 

 

 

 

 

 

 

You may also visit our web site at: www.revenue.state.az.us

 

 

CHECK ONE

 

 

 

 

 

 

Original

Amended

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please Print or Type

 

 

 

Estate's federal identification number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of decedent (last, first, middle initial)

 

 

 

 

 

 

Decedent's social security number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of death

 

 

 

 

 

 

 

 

 

 

 

 

 

Residence of decedent (city or town, state, and ZIP code)

 

 

 

 

Probate number (if any)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

County of Probate Court

 

 

 

 

 

 

 

 

 

 

 

 

 

Personal representative

Address

City

 

State

 

 

 

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

Attorney

Address

City

 

State

 

 

 

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

Attach a copy of the death certificate if this is an original report.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Section I

 

 

Summary of Estate

 

 

 

 

 

 

 

 

 

Complete Section III first. Enter values below. (See instructions)

 

 

 

 

 

 

 

 

 

Arizona

 

 

Other Than Arizona

 

 

 

A. Real estate

$

 

 

$

 

 

 

 

 

 

 

B. Bank deposits

$

 

 

$

 

 

 

 

 

 

 

C. Securities

$

 

 

$

 

 

 

 

 

 

 

D. Other assets (household furnishings,

 

 

 

 

 

 

 

 

 

 

 

automobiles, other personal property)

$

 

 

$

 

 

 

 

 

 

 

E. Insurance

$

 

 

$

 

 

 

 

 

 

 

Total value of the estate

 

 

 

 

 

 

 

 

 

 

 

(Add A through E)

$

 

 

$

 

 

 

 

 

 

Is a federal estate tax return (Form 706 or 706NA) being filed?

NO

YES

Section II

Documents Requested

Indicate the type of waiver(s) you are requesting

Estate tax waiver (Real Estate)

Estate tax waiver (Probate)

Section III

Estate Assets

 

Use a continuation sheet if more space is needed

A. Real Estate - Market value at date of death of all real estate in Arizona. $ _______________________.

List legal description(s) of real estate in Arizona. Indicate county and if held as separate or joint tenancy. This can be found on the deed to the property or on the notice of valuation from the county assessor's

office. NOTE, BE SURE TO INCLUDE THE LOT NUMBER AND SUBDIVISION NAME.

ADOR 06-0034 (99)

Complete page 2

Form 74 Page 2

B. Bank Deposits - List accounts in financial institutions.

Name of bank or other institution

Type of account

Balance at date of death

Total Value

$ __________________

C. Securities - List all stocks, bonds, and other securities that were owned by the decedent.

Name of company

Number of shares

Value at date of death

Total Value

$ __________________

D. Other Assets - List other assets (household furnishings, motor vehicles, and other personal property).

Total Value

$ __________________

E. Insurance - Insurance on decedent's life (owned by the decedent).

Total Value

$ __________________

Under penalty of perjury, I declare that I have examined this report, including any accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.

Personal Representative / Surviving Joint Tenant / Attorney

Name (typed or printed)

Social security number or federal employer identification number

Address

City

State

ZIP code

Signature of representative

Date

Phone number

ADOR 06-0034 (99)

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This PDF will require specific details to be entered, so be certain to take the time to fill in what's requested:

1. It is important to fill out the Arizona Form 74 accurately, so pay close attention while filling in the parts comprising all these blanks:

Writing part 1 of Arizona Form 74

2. Once your current task is complete, take the next step – fill out all of these fields - A Real estate B Bank deposits C, Total value of the estate Add A, Is a federal estate tax return, Section II, Documents Requested, Indicate the type of waivers you, Estate tax waiver Real Estate, Estate tax waiver Probate, Section III, Estate Assets, Use a continuation sheet if more, and A Real Estate Market value at with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Estate Assets, Total value of the estate Add A, and A Real estate B Bank deposits C of Arizona Form 74

In terms of Estate Assets and Total value of the estate Add A, be certain you take a second look here. Both these could be the most significant fields in this document.

3. Completing Name of bank or other institution, Type of account, Balance at date of death, C Securities List all stocks, Name of company, Number of shares, Value at date of death, Total Value, D Other Assets List other assets, and Total Value is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Step no. 3 in submitting Arizona Form 74

4. To move ahead, this fourth step involves filling in a handful of empty form fields. Included in these are D Other Assets List other assets, E Insurance Insurance on, Total Value, Total Value, Under penalty of perjury I declare, Personal Representative Surviving, Name typed or printed, Social security number or federal, and Address, which you'll find key to moving forward with this PDF.

Part number 4 for submitting Arizona Form 74

5. Lastly, the following final section is what you should complete prior to submitting the PDF. The blanks at issue include the next: Address, City, Signature of representative, ADOR , State, Date, ZIP code, and Phone number.

Stage no. 5 of filling in Arizona Form 74

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