Arizona Form 74 PDF Details

What This Form Covers

Arizona Form 74 is the official estate reporting document required by the Arizona Department of Revenue. Personal representatives complete this two-page form to disclose all estate assets and their fair market values as of the date of death. The form covers five categories of assets: real estate (legal descriptions and market values), bank deposits (account details and balances at the date of death), securities (company name, share count, and market value), other personal property (including automobiles and household furnishings), and insurance proceeds payable to the estate. All values must be recorded as of the date of death, and the completed form must be accompanied by a certified copy of the death certificate.

Assets You Must Report

The form divides estate assets into five sections:

Required Documents

Attach the following documents when filing this form:

The form also includes a section for requesting estate tax waivers for both real estate and probate assets. Each waiver request must be submitted with the appropriate supporting documentation.

Federal Estate Tax

Section I of the form asks whether a federal estate tax return is required. For deaths in 2024, the federal estate tax exemption is $13.61 million per individual. Most Arizona estates do not meet this threshold and are not required to file a federal return.

If the estate qualifies as a small estate under Arizona law, the Arizona Small Estate Affidavit may be a simpler option than full probate. For Arizona income tax filings related to the estate, see the Arizona Tax Return form.

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

How to Edit Arizona Form 74 Online for Free

Using FormsPal's free online PDF editor, you can fill in and edit Arizona Form 74 directly in your browser without downloading any software. Before you start, gather the decedent's Social Security number, a certified death certificate, and statements showing all asset values as of the date of death. Here is how to complete the form:

What You Need

Have these documents ready before you begin:

  • Decedent's Social Security number
  • Certified copy of the death certificate
  • Legal descriptions of all real property in the estate
  • Bank account statements showing balances at the date of death
  • Brokerage statements or stock certificates
  • Appraisals for real estate or other high-value assets

Using FormsPal's online PDF editor, you can fill in and edit the document directly in your browser. Here is how:

Step 1: Click the "Get Form" button at the top of this page to open the PDF editor. All required fields are displayed inside the tool.

Writing part 1 of Arizona Form 74

Step 2: Fill in the estate asset sections. Pay close attention to these fields:

  • Real estate (A): legal description and market value
  • Bank deposits (B): bank name, account type, balance at date of death
  • Total value of the estate: add all sections A through E
  • Federal estate tax return required: yes or no
Estate Assets, Total value of the estate Add A, and A Real estate B Bank deposits C of Arizona Form 74

The Estate Assets section and Total Estate Value fields are the most important parts of this form. Double-check them for accuracy before proceeding.

Step 3: Complete the securities and other assets sections:

  • Securities (C): company name, share count, value at date of death
  • Other assets (D): list all personal property with individual values
  • Total Value: confirm totals for each section
Step no. 3 in submitting Arizona Form 74

Step 4: Fill in the insurance and representative information fields:

  • Insurance (E): insurance on the estate
  • Personal representative name, Social Security number or federal ID, and address
  • Declaration under penalty of perjury
Part number 4 for submitting Arizona Form 74

Step 5: Complete the final section with the representative's address, city, state, ZIP code, phone number, signature, and date. Then click "Done" to download or print your completed form.

Stage no. 5 of filling in Arizona Form 74

FormsPal saves your edits automatically. You can return to the form at any time to make changes. All information entered in the editor stays private.

Frequently Asked Questions

Who is required to file this form?

The personal representative (executor or administrator) of a deceased person's estate must file this form with the Arizona Department of Revenue. Filing is required when the estate is subject to Arizona estate reporting requirements.

Where do I submit the completed form?

Mail the completed form to the Arizona Department of Revenue. The mailing address appears on the form itself. Include all required attachments, such as the certified death certificate.

What is the filing deadline?

This form is generally due within 15 months after the date of death. An extension may be available in certain circumstances. Contact the Arizona Department of Revenue for current deadlines.

Do I need an attorney to complete this form?

You are not required to hire an attorney, but estates with significant assets or complex tax situations may benefit from professional guidance. A certified public accountant or estate attorney can help ensure accuracy.

For related Arizona estate documents, visit the Arizona Small Estate Affidavit page or review the Arizona General Warranty Deed if real estate transfers are part of the estate.