Informal Probate – Fill Out and Use This PDF

SELF-SERVICE CENTER

INFORMAL PROBATE

APPOINTMENT OF PERSONAL REPRESENTATIVE

AND ADMISSION OF WILL (if applicable)

CHECKLIST

You may use the forms and instructions in this packet only if the following factors apply to your situation:

You are related to a person who died or you have a legal interest in the person’s property.

The person had a will or did not have a will.

If the person did have a will, you have the original will, AND

The person died more than 120 hours ago, but less than 2 years ago.*

You want to file court papers to be appointed the Personal Representative of the

*There are certain limited exceptions to the two-year limitation for informal probate listed in Arizona Revised Statutes (A.R.S.) Title 14 § 3108. An attorney may be of assistance in determining whether your situation qualifies for one of the exceptions or in handling the more complex “formal” probate process for which forms and instructions are not available from the court.

READ ME: Consulting a lawyer before filing documents with the court may help prevent unexpected results. A list of lawyers you may hire to advise you on handling your own case or to perform specific tasks, as well as a list of court-approved mediators can be found on the Self- Service Center website at www.superiorcourt.maricopa.gov/SSC

A person needing a guardian or conservator is the “ward”. A person who died is the “decedent”.

INFORMATION ABOUT THE WARD or THE DECEDENT

INFORMATION ABOUT THE PETITIONER, the person filing these papers.

NAME:

MAILING ADDRESS:

NATURE OF ACTION: Place an "X" next to number which describes the nature of the case. Check only ONE.

Your Name:

Your Address:

Your City, Zip Code:

Your Telephone No.

Represents Self OR Attorney for:

State Bar Number (if applicable):

FOR CLERK’S USE ONLY

SUPERIOR COURT OF ARIZONA

IN MARICOPA COUNTY

Rule 27.1 of the Arizona Rules of Probate Procedure requires that a person to be appointed guardian, conservator, or personal representative of an estate, who is neither a state-licensed fiduciary nor a corporation, complete a training program approved by the Supreme Court of this state before permanent Letters of Appointment are issued.

UNDER PENALTY OF PERJURY

I state to the Court that in accord with Rule 27.1 of the Arizona Rules of Probate Procedure, I have completed the required training for non-licensed, non-corporate fiduciaries, as indicated below: (Check all that apply and provide applicable information.)

Date:

Signature

Printed Name

INSTRUCTIONS: Fill out this Declaration completely and provide accurate information. Make at least one copy. You will need to file the original with the Clerk of Court and provide a copy to the Probate Registrar before receiving any permanent letters of appointment.

AFF

THE UNDERSIGNED PERSON STATES AS FOLLOWS:

1. I am: (check one box)

(Check only if there is NO Will) an heir of the decedent's estate without a Will or (Check only if there IS a Will) a person named in the decedent's Will.

2.I have priority for appointment as Personal Representative of this estate under A.R.S. 14-3203 because: (check which box applies)

(Check only if there IS a Will) I am named as Personal Representative in the Will of the person who died;

(Check only if there IS a Will) I am the surviving spouse of the person who died and I am named in the Will;

(Check only if there IS a Will) I am another person named in the Will of the person who died; I am the surviving spouse of the person who died;

I am another person entitled to inherit the property of the person who died because (explain)

3.I waive and want to give up any right I have to appointment as the Personal Representative of this estate.

My Commission Expires:

Deputy Clerk/Notary

WAV

THE UNDERSIGNED PERSON STATES AS FOLLOWS:

1. I am: (check one box)

(only if there is no Will) an heir of the decedent's estate without a Will or (only if there is a Will) person named in the decedent's Will.

2.The person who is applying to be the Personal Representative of the estate

(name)

3.I waive any and all bond in connection with his or her appointment as Personal Representative. I ask that the court not require any bond in this proceeding.

Signature

Deputy Clerk/Notary Public

My Commission Expires:

WAV

SUPERIOR COURT OF ARIZONA

IN MARICOPA COUNTY

In the Matter of the Estate ofCase No: PB

1.This is an application for: (check one box)

Informal Appointment of Personal Representative because the person died

without a Will ("Intestate Estate") OR

Informal Probate of Will and for Informal Appointment of Personal

Representative because the person died with a Will (“Testate Estate").

At the time of death, the person who died lived in the following county and state:

.and 120 hours or more have passed since the time of death.

Case No.

5.The person who died left behind the following persons who are the surviving spouse, children and others entitled to take property under Arizona law: (if you need more space, attach a separate page):

6.This is the correct county in which to file the probate because the person who died was a resident of this county or owned property in this county at the time of death.

7.To the best of my knowledge, (check one box)

no personal representative for the estate has been appointed in this state or elsewhere OR a personal representative for the estate has been appointed in this state or elsewhere:

(name of the person) (name of state)

10.I have priority for appointment as Personal Representative because there is a will and: (Check boxes that apply – if there is a will)

I am named as personal representative in the Will of the person who died;

I am the surviving spouse of the person who died and am named in the Will; I am another person named in the Will of the person who died;

I am the surviving spouse of the person who died;

I am another person entitled to inherit the property of the person who died because (explain):

11.The names, relationships and addresses of all parties who have a prior or equal right to appointment under A.R.S. 14-3203 are (if you need more space, attach a separate page) :