Informal Probate PDF Details

Informal probate is a process that can be used to transfer the property of someone who has died. This process is often less formal and more streamlined than traditional probate, making it a popular choice for those who want to avoid the hassle and expense of going through a court-supervised process. However, there are some risks associated with using informal probate, so it's important to understand what you're getting into before you make any decisions. In this post, we'll take a look at the pros and cons of informal probate so you can make an informed decision about whether it's right for you.

These are some information regarding informal probate. You may go through it prior to typing in the gaps.

Question	Answer
Form Name	Informal Probate
Form Length	22 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	5 min 30 sec
Other names	arizona closing the estate as personal representative, arizona federlal court probat, maricopa probate court, application for informal probate filing in arizona

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INFORMAL

PROBATE

Application for Appointment as

Personal Representative

(known in other states as “executor”)

Part 1: The Application and Notice

(Forms Packet)

©Superior Court of Arizona in Maricopa County

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

©Superior Court of Arizona in Maricopa County

PBIP1k-120412

Page 1 of 1

SELF-SERVICE CENTER

INFORMAL PROBATE

APPLICATION FOR APPOINTMENT AS PERSONAL REPRESENTATIVE

PART 1: The Application and Notice

This packet contains court forms to file and give notice of an Application for Appointment as Personal Representative, whether there was a Will or not. The documents should appear in the following order:

Order	File Number	Title	# pages

1	PBIP1k	Checklist for using this packet	1

2	PBIP1ft	Index (this page)	1

3	PB10f	“Probate Cover Sheet”	2

		“Declaration of Completion of Training” *
4	PBT10f	*See Instructions packet. View training material before you	1
		file to avoid delays.
5	PBIP11f	“Waiver of Right to Appointment and Consent”	1

6	PBIP12f	“Waiver of Bond”	1

7	PBIP13f	“Application for Appointment”	3

8	PBIP14f	“Notice of Application”	1

9	PBIP15f	“Proof of Mailing Notice of Application”	1

10	PB25f	“Declaration Supporting Publication”	2

11	PBIP16f	“Statement of Informal Appointment”	1

12	PBIP17f	“Letters of Appointment and Acceptance of	1
		Appointment”

13	PBIP18f	“Order to Personal Representative and Acknowledgment	5
		and Information to Heirs/Devisees”

The documents you have received are copyrighted by the Superior Court of Arizona in Maricopa 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.

© Superior Court of Arizona in Maricopa County	Page 1 of 1	PBIP1ft-020113
ALL RIGHTS RESERVED

SUPERIOR COURT OF ARIZONA

IN MARICOPA COUNTY

PROBATE INFORMATION COVER SHEET

Case Number: PB

FOR CLERK’S USE ONLY

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

INFORMATION ABOUT THE WARD or THE DECEDENT


NAME:					DATE OF BIRTH:
MAILING ADDRESS :
STREET ADDRESS (if different):
TELEPHONE (Home):					SSN:
TELEPHONE (Cellular):					EMAIL:
ADDITIONAL WARDS ARE INVOLVED. Information listed separately.

INFORMATION ABOUT THE PETITIONER, the person filing these papers.

NAME:

MAILING ADDRESS:


TELEPHONE:		EMAIL:
INFORMATION ABOUT PETITIONER’S ATTORNEY:	Petitioner is not represented by an attorney, or
NAME:		BAR #
TELEPHONE:		EMAIL:


An INTERPRETER IS NEEDED for this language:				By
(List Names of) Persons who need interpreter:		Name:
Name:		Name:

	STAFF USE ONLY: REASON FEES NOT PAID:	Government Charge	Deferred

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

200 ESTATE

____ 201 Formal Appointment of Personal

Representative

____ 202 Informal Appointment of Personal

Representative

____ 203 Ancillary Administration

____ 204 Affidavit of Succession to Realty

____ 205 Trust Administration

____ 206 Formal Probate of Will

____ 207 Informal Probate of Will

____ 208 Proof of Authority

____ 210 Other

Specify

____ 211 Single Transaction/Limited Conservatorship

____ 212 Foreign Domicilliary

220CONSERVATOR

____ 221 Minor

____ 222 Adult Incapacitated Person

230GUARDIANSHIP

____ 231 Minor

____ 232 Adult Protected Person

(including Dementia and Alzheimer’s)

____ 233 Adult Incapacitated Person (Mental Health Powers)*

*(Only if needs inpatient behavioral or mental health treatment)

240GUARDIANSHIP-CONSERVATOR COMBINATION

____ 241 Minor

____ 242 Adult Protected Incapacitated Person

(including Dementia and Alzheimer’s)

____ 243 Adult Protected Incapacitated Person (Mental Health Powers)*

*(Only if needs inpatient behavioral or mental health treatment)

© Superior Court of Arizona in Maricopa County	Page 1 of 2	PB10f-121212
ALL RIGHTS RESERVED	Page 1 of 2
ALL RIGHTS RESERVED

Case No.

INFORMATION ABOUT THE FIDUCIARY,

the person to serve as guardian, conservator, or

personal representative (executor) of the Estate of someone who died.

NAME:

DATE OF BIRTH:

MAILING ADDRESS:

STREET ADDRESS: (if different)

TELEPHONE (Home):

SSN:

TELEPHONE (Cellular):

EMAIL:

TELEPHONE (Work):

CERTIFICATION #

(for State-Licensed Fiduciaries ONLY)

RELATIONSHIP TO THE WARD OR (if an estate matter) THE DECEDENT:

PHYSICAL DESCRIPTION:	RACE:	HEIGHT		WEIGHT:
PHYSICAL DESCRIPTION:	EYE COLOR:		HAIR COLOR:
	EYE COLOR:		HAIR COLOR:

By signing below, I state to the Court under penalty of perjury that the contents of this document are true and correct to the best of my knowledge and belief.

Petitioner or Attorney Signature

NOTICE

SUBMIT THIS FORM WITH NEW CASES ONLY.

If there is already a (Maricopa County) Probate Court case number and you are filing in an existing

Superior Court case in Maricopa County, DO NOT SUBMIT THIS FORM.

© Superior Court of Arizona in Maricopa County	Page 2 of 2	PB10f-121212
ALL RIGHTS RESERVED	Page 2 of 2
ALL RIGHTS RESERVED

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

In the Matter of the Estate of

Case Number PB:

Deceased or

	DECLARATION OF COMPLETION
	OF TRAINING for
Protected Person	NON-LICENSED FIDUCIARIES

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.)

Unlicensed Fiduciary	Date completed:
Conservatorship	Date completed:
Personal Representative	Date completed:
Guardianship	Date completed:

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.

Superior Court of Arizona in Maricopa County

Page 1 of 1

PBT10f-110712

AFF

Name of Person Filing Document:

Your Address:

Your City, State, Zip Code:

Your Telephone Number:

Representing Self (Without a lawyer) or Attorney for

SUPERIOR COURT OF ARIZONA

MARICOPA COUNTY

In the Matter of the Estate of

Case Number:

FOR CLERK’S USE ONLY

an Adult

a Minor, deceased

WAIVER OF RIGHT TO APPOINTMENT AS PERSONAL REPRESENTATIVE AND CONSENT TO APPOINTMENT OF PERSONAL REPRESENTATIVE

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.

4.	I consent to the appointment of (name)			as
	Personal Representative of the estate.
			Signature
STATE OF ARIZONA		)
MARICOPA COUNTY		)ss.
Subscribed and sworn to before me this date:			by		.

My Commission Expires:

Deputy Clerk/Notary

© Superior Court of Arizona in Maricopa County		PBIP11f
June 21, 2007	Page 1 of 1	Use most current version
ALL RIGHTS RESERVED

WAV

Name of Person Filing Document Name:

Your Address:

Your City, State, Zip Code:

Your Telephone Number:

Representing Self (without a lawyer) or Attorney for

SUPERIOR COURT OF ARIZONA

IN MARICOPA COUNTY

In the Matter of the Estate of

Case No:

FOR CLERK’S USE ONLY

an Adult

WAIVER OF BOND

a Minor, deceased

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)

has estimated that the total value of the estate of the person who died is $

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

Subscribed and sworn to or affirmed before me this date:		by		.

Deputy Clerk/Notary Public

My Commission Expires:

© Superior Court of Arizona in Maricopa County	Page 1 of 1	PBIP12f
October 26, 2010	Page 1 of 1	Use only most current version
October 26, 2010		Use only most current version
ALL RIGHTS RESERVED

WAV

Name of Person Filing Document: Your Address:

Your City, State, Zip Code:

Your Telephone Number:

Representing Self (without a lawyer) or Attorney for

FOR CLERK’S USE ONLY

SUPERIOR COURT OF ARIZONA

IN MARICOPA COUNTY

In the Matter of the Estate ofCase No: PB

	APPLICATION FOR INFORMAL
	APPOINTMENT OF PERSONAL
	REPRESENTATIVE
an Adult or a Minor, deceased	(PERSON DIED WITHOUT A WILL - "INTESTATE ESTATE")
	OR
	APPLICATION FOR INFORMAL PROBATE OF
	WILL and FOR INFORMAL APPOINTMENT
	OF PERSONAL REPRESENTATIVE
	(PERSON DIED WITH A WILL - "TESTATE ESTATE")

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").


2.	I live in	(County)			(State), and I am entitled to file this
	Application under A.R.S. 14-3301 because I am:			(check the box that applies)
	The surviving spouse of the person who died;
	An adult child of the person who died;
	A parent of the person who died;
	A brother or sister of the person who died;
	(Check the box only if there is not a Will) A person entitled to property of the person who died
	under Arizona law;
	(Check the box only if there is a Will) A person who was nominated/named as Personal
	Representative by a Will;
	At least 45 days have passed since the person died, and I am a creditor.
3.	The name of the person who died is:			.
	This person died on		, (date of death) at the age of _____ years.

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.

There is a Will and the original of the Will of the person who died, dated , is filed with this Application.

© Superior Court of Arizona in Maricopa County		PBIP13f
October 26, 2010	Page 1 of 3	Use only most current version
ALL RIGHTS RESERVED

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):

Name	Age	Relationship	Address

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)

I have OR I have not received a demand for notice from any interested person, and I am OR I am not aware of any demand for notice by any interested person or any proceedings concerning the person who died, in this state or elsewhere.

I believe that the person who died had no Will. (Check the box only if there is not a Will.)

I exercised reasonable diligence, and I am not aware of any unrevoked Will, amendment to a Will, or a trust signed by the person who died that relates to property in this state.

I believe that the Will datedwas validly executed and is the last Will

of the person who died. I exercised reasonable diligence, and I am not aware of any document that revokes the Will, or any amendment to the Will signed by the person who died.

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) :

Name	Relationship	Address

© Superior Court of Arizona in Maricopa County		PBIP13f
October 26, 2010	Page 2 of 3	Use only most current version
ALL RIGHTS RESERVED

How to Edit Informal Probate Online for Free

The probate forms completing course of action is quick. Our editor enables you to use any PDF form.

Step 1: Hit the orange button "Get Form Here" on the website page.

Step 2: When you have accessed the probate forms editing page you can see the different actions you may conduct relating to your template at the top menu.

To complete the document, provide the details the application will ask you to for each of the next areas:

completing arizona closing the estate as personal representative part 1

Fill in the PROBATE INFORMATION COVER SHEET, FOR CLERKS USE ONLY, A person needing a guardian or, INFORMATION ABOUT THE WARD or THE, Case Number PB, NAME, MAILING ADDRESS, STREET ADDRESS if different, TELEPHONE Home, TELEPHONE Cellular, DATE OF BIRTH, SSN, EMAIL, ADDITIONAL WARDS ARE INVOLVED, and INFORMATION ABOUT THE PETITIONER fields with any data that can be asked by the application.

Filling in arizona closing the estate as personal representative step 2

You will have to give specific particulars inside the segment An INTERPRETER IS NEEDED for this, Name, STAFF USE ONLY REASON FEES NOT PAID, Government Charge, Deferred, NATURE OF ACTION Place an X next, ESTATE Formal Appointment of, Representative, Informal Appointment of Personal, Representative Ancillary, Specify Single, CONSERVATOR Minor Adult, GUARDIANSHIP Minor Adult, including Dementia and Alzheimers, and Adult Incapacitated Person.

step 3 to entering details in arizona closing the estate as personal representative

Inside the part Case No, INFORMATION ABOUT THE FIDUCIARY, the person to serve as guardian, NAME, MAILING ADDRESS, STREET ADDRESS if different, TELEPHONE Home, TELEPHONE Cellular, TELEPHONE Work, DATE OF BIRTH, SSN, EMAIL, CERTIFICATION, RELATIONSHIP TO THE WARD OR if an, and PHYSICAL DESCRIPTION, describe the rights and obligations of the parties.

step 4 to completing arizona closing the estate as personal representative

Finish by analyzing the following fields and completing them correspondingly: Petitioner or Attorney Signature, NOTICE, and SUBMIT THIS FORM WITH NEW CASES.

Filling in arizona closing the estate as personal representative part 5

Step 3: Click the button "Done". The PDF form is available to be transferred. You can save it to your device or send it by email.

Step 4: Make sure to keep away from potential issues by generating no less than two copies of the form.

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