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INFORMAL PROBATE

3

Administering and Accounting

as Personal Representative

Before Closing the Estate

(Forms Packet)

PBIPF5f - 5282 - 042916

SELF-SERVICE CENTER

INFORMAL PROBATE

ADMINISTERING AND ACCOUNTING OF THE ESTATE

OF THE PERSON WHO DIED BEFORE CLOSING THE ESTATE

CHECKLIST

Use the forms and instructions in this packet only if the following factors apply to

your situation:



You have been appointed the personal representative of the estate of a

person who died; AND,



The person had a Will or did not have a Will; AND,



You want to transfer property (You must use this packet to transfer any real

property); AND/OR



File the final accounting of the estate of the person who died because you

are ready to close the estate (You do not need to file a final accounting

unless you want to do a formal closing which means you want the court to

review your accounting, or there are some accounting issues that you

want the court to resolve.)

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.

SELF-SERVICE CENTER

INFORMAL PROBATE

Administering and Accounting Before Closing the Estate

Part 3: Forms

This packet contains court forms and instructions to file informal probate. Items in BOLD are forms that you

will need to file with the Court. Non-bold items are instructions or procedures. Do not copy or file those

pages!

Order

File Number

Title

# pages

1

PBIPF5k

Checklist: You may use this packet if . . .

1

2

PBIPF5ft

Table of Contents (this page)

1

3

PBIPF51f

“Instrument or Deed of Distribution”

2

4

PBIPF52f

“Petition for Approval of Accounting”

1

5

PBIPF53f

“Form for Submission of Accounting”

7

6

PBIPF54f

“Fee Statement and Proof of Mailing”

2

7

PBIPF55f

“Court Order Regarding Petition for Approval of

Accounting”

2

8

PBIPF56f

“Notice of Non-Appearance Hearing Regarding Final

Accounting”

1

9

PBIPF57f

“Response to Court Accountant Report”

1

10

PBIPF58f

“Waiver of Notice of Hearing on Petition for Final

Accounting”

1

11

PBIPF59f

“Proof of Notice of Hearing”

2

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.

Page 1 of 1

Person Filing:

Address (if not protected):

City, State, Zip Code:

Telephone:

Email Address:

Lawyer’s Bar Number:

Licensed Fiduciary Number: ____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA

MARICOPA COUNTY

In the Matter of the Estate of: Case Number: PB

INSTRUMENT OR DEED

OF DISTRIBUTION

an Adult a Minor, deceased

I was appointed Personal Representative of the Estate in this case on (date) to distribute

the property of the Estate as required by Title 14 of the Arizona Revised Statutes. I hereby assign, transfer and

release all right, title and interest to the following property to the following person(s):

1. PERSONS TO WHOM PROPERTY FROM THE ESTATE WAS GIVEN and

DESCRIPTION OF PROPERTY:

Name Address Legal Description

2. MONEY STILL OWED ON PROPERTY. Distribution of the property is subject to the following

liability: (If this applies to your case, describe the property, the amount of money still owed on the property,

why the property has not been paid for before or in connection with distribution and the closing of the estate,

and arrangements that have been made to accommodate outstanding liability; otherwise, write “none”)

Property Description:

Money Owed on Property:

Reasons Money Owed:

Arrangements to Pay:

FOR CLERK’S USE ONLY

DED

Page 1 of 2

Case No.

Property Description:

Money Owed on Property:

Reasons Money Owed:

Arrangements to Pay:

Property Description:

Money Owed on Property:

Reasons Money Owed:

Arrangements to Pay:

Personal Representative

Print name

STATE OF

COUNTY OF

Subscribed and sworn to or affirmed before me this: by

(date)

.

(notary seal) Deputy Clerk or Notary Public

DED

Page 2 of 2

Person Filing:

Address (if not protected):

City, State, Zip Code:

Telephone:

Email Address:

Lawyer’s Bar Number:

Licensed Fiduciary Number: ____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA

MARICOPA COUNTY

In the Matter of: Case Number: PB

PETITION FOR APPROVAL OF

FINAL ACCOUNTING

AND/OR

A Deceased Person FEE STATEMENT

State of Arizona )

County of Maricopa ) ss.

THE PETITIONER STATES UNDER OATH AS FOLLOWS:

INSTRUCTIONS: For approval of accounting, put a check mark in boxes 1, 2 and complete number 1:

1. This is the final accounting for this estate, and this accounting covers the period from

(date) to (date).

2. Attached is a correct statement of all financial dealings I had as Personal Representative of the

Estate. The summary of all financial transactions are fully described, itemized, and summarized on

the attached pages. I request that the Court enter an order approving this final accounting. (Be sure

to attach the accounting.)

INSTRUCTIONS: For approvals of fee statements, put a check mark in box number 3:

3. Attached is a copy of the Fee Statement for which I request approval too. (If you check this, attach

the Fee Statement.)

SIGNED

STATE OF

COUNTY OF

Subscribed and sworn to or affirmed before me this: by

(date)

.

(notary seal) Deputy Clerk or Notary Public

FOR CLERK’S USE ONLY

Page 1 of 1

Person Filing:

Address (if not protected):

City, State, Zip Code:

Telephone:

Email Address:

Lawyer’s Bar Number:

Licensed Fiduciary Number: ____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA

IN MARICOPA COUNTY

PROBATE/MENTAL HEALTH DEPARTMENT

FORM FOR SUBMISSION OF FINAL ACCOUNTING

for Informal Probates

IN THE MATTER OF THE ESTATE OF:

Case No. PB

TODAY’S DATE:

INSTRUCTIONS. This form is provided for you to summarize the financial transactions. Accounting

Guidelines are also included in this packet to help you complete this form. Attach this form to the Petition for

Approval of the Final Account.

1. This is the final accounting for this estate. This accounting covers the time period from

(date) to (date).

2. The current amount of the bond is . It should be increased to $ , or

decreased to $ to cover the unrestricted assets plus the unrestricted income.

FOR CLERK’S USE ONLY

©Superior Court of Arizona in Maricopa County PBIPF53f 120109

Page 1 of 8

Case No.

ACCOUNT SUMMARY

INSTRUCTIONS: Complete Lists A-F first, then enter the total from each list on this summary.

A The beginning balance of the Decedent’s

account from LIST A, page 3 $

B. PLUS the money I received during this period of time

on behalf of the Decedent (Person who Died)

from LIST B, page 4 + $

C. PLUS the gains on the value of property I sold or otherwise

disposed of and other adjustments

as itemized in LIST C, page 5 + $

D. MINUS the money I have spent during this time period

as itemized in LIST D, page 6 - $

E. MINUS the losses on the value of property I sold or

otherwise disposed of and other reductions, as itemized

in LIST E, page 7 - $

F. EQUALS the ending balance of the property of the

Decedent as itemized

in LIST F, page 8 (Total) = $

©Superior Court of Arizona in Maricopa County PBIPF53f 120109

Page 2 of 8

Case No.

LIST A-- BEGINNING BALANCE

Itemization of assets of Decedent at the beginning of this account period

(Add, as many sheets of paper as necessary to describe)

Description Value

List all checking accounts,

savings accounts, money

market accounts: (include name

of bank, address, account type,

name account is under, account

number)

List all stocks, bonds, mutual

funds: (include company name,

address, number of shares, value

per unit)

List all Life Insurance Policies:

(include company name, policy

number, cash value)

List all personal property:

Automobiles:

(year, make, model)

Household property:

(total inventory value)

Art or jewelry:

(attach separate list and

describe)

Other:

(itemize and assign value

List all real property:

ENTER TOTAL FROM LIST A HERE AND ON PAGE 2, LINE A $

Note: If the estate owes debts on any of the property listed above, then for each debt also indicate the payee, principal

balance, interest rate, payoff date.

©Superior Court of Arizona in Maricopa County PBIPF53f 120109

Page 3 of 8

Case No.

LIST B--MONEY RECEIVED DURING THIS ACCOUNT PERIOD

(Add, as many sheets of paper as necessary to describe)

DATE PAYER DESCRIPTION AMOUNT $$

TOTAL (ENTER AMOUNT HERE AND AT LINE B ON PAGE 2)

$____________________

©Superior Court of Arizona in Maricopa County PBIPF53f 120109

Page 4 of 8

Case No.

LIST C-- SCHEDULE OF GAINS

Property of the Decedent that was sold or otherwise disposed of

during this account period and other adjustments.

(Add, as many sheets of paper as necessary to describe)

DATE PURCHASER DESCRIPTION AMT $$ GAINED

TOTAL (ENTER AMOUNT HERE AND AT LINE C ON PAGE 2) $_____________________

©Superior Court of Arizona in Maricopa County PBIPF53f 120109

Page 5 of 8

Case No.

LIST D--MONEY SPENT

On behalf of the Decedent during this account period

(Add, as many sheets of paper as necessary to describe)

DATE PAYEE PURPOSE AMOUNT $$ SPENT

TOTAL (ENTER AMOUNT HERE AND AT LINE D ON

PAGE 2) $_____________________

©Superior Court of Arizona in Maricopa County PBIPF53f 120109

Page 6 of 8

Case No.

LIST E--SCHEDULE OF LOSSES

Losses on the value of property sold or otherwise disposed of,

and other reductions in the value of the estate during this account period

(Add, as many sheets of paper as necessary to describe)

DATE PAYEE DESCRIPTION AMNT $$ LOST

TOTAL (ENTER AMOUNT HERE AND AT LINE E ON PAGE 2)

$__________________

©Superior Court of Arizona in Maricopa County PBIPF53f 120109

Page 7 of 8

Case No.

LIST F--VALUE OF THE DECEDENT’S PROPERTY AS OF

THE END OF THIS ACCOUNT PERIOD

Itemization of assets of the Decedent at the end of this account period

(Add, as many sheets of paper as necessary to describe)

Description Value

List all checking accounts,

savings accounts, money

market accounts: (include name

of bank, address, account type,

name account is under, account

number)

List all stocks, bonds, mutual

funds: (include company name,

address, number of shares, value

per unit)

List all Life Insurance Policies:

(include company name, policy

number, cash value)

List all personal property:

Automobiles:

(year, make, model)

Household property:

(total inventory value)

Art or jewelry:

(attach separate list and

describe)

Other:

(itemize and assign value

List all real property:

ENTER TOTAL FROM LIST F HERE AND ON PAGE 2, LINE F $____________________

Note: If the estate owes debts on any of the property listed above, then for each debt also indicate the payee, principal

balance, interest rate, payoff date.

©Superior Court of Arizona in Maricopa County PBIPF53f 120109

Page 8 of 8

Person Filing:

Address (if not protected):

City, State, Zip Code:

Telephone:

Email Address:

Lawyer’s Bar Number:

Licensed Fiduciary Number: ____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA

MARICOPA COUNTY

In the Matter of the: Case Number: PB

FEE STATEMENT

AND PROOF OF MAILING

A Deceased Person

INSTRUCTIONS: This document must be completed in all cases where fees are charged. All activities for which

fees are charged must be specifically listed, such as telephone calls, meetings, staff meetings, conferences,

document preparation, work in house or files, personal visits, trips, and so forth.

STATEMENT OF FEES FOR SERVICES: The following is a statement of fees for services rendered

from (date) to (date):

DATE

DESCRIPTION AND SERVICE PROVIDER

TIME

NUMBER OF HOURS BILLED:

Total number of hours billed is x $ per hour = $ TOTAL CHARGE

FOR CLERK’S USE ONLY

STA

Page 1 of 2

Case No.

PROOF OF MAILING:

A copy of this management plan was mailed or delivered to the following persons:

NAME

ADDRESS

Today’s Date:

Your Signature:

STA

Page 2 of 2

Person Filing:

Address (if not protected):

City, State, Zip Code:

Telephone:

Email Address:

Lawyer’s Bar Number:

Licensed Fiduciary Number: ____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA

MARICOPA COUNTY

In the Matter of: Case Number: PB

ORDER REGARDING

PETITION FOR APPROVAL OF

A Deceased Person FINAL ACCOUNTING and

FEE STATEMENT (if applicable)

NOTICE: This is an important court order that could affect your legal rights. Read it carefully. If you do not

understand it, consult an attorney for legal advice.

FINDINGS OF THE COURT:

1. PETITION FILED. A Petition for Approval of Final Accounting was filed by the Personal Representative

of the Estate.

2. NOTICE. Notice of the Petition was given as required by law or waived by all interested persons or

other:

3. PETITION REVIEWED. The Petition for Approval has been reviewed by the Court Accountant and by

the Court.

IT IS ORDERED:

1. The Accounting is approved as submitted

OR

FOR CLERK’S USE ONLY

ORD

Case No.

The Accounting is approved but with the following provisions:

OR

The Accounting is not approved. The Personal Representative shall file with the court a

written Response to the Court Accountant’s Report, provide a copy of the Response to the Court

Accountant and to all persons entitled to notice of the Final Accounting, and shall address each and

every recommendation of the Court Accountant by (date). If additional

documentation or amended schedules are required by the Court Accountant, they shall be attached

to the Personal Representative’s Response. The Personal Representative shall include a self-

addressed, stamped envelope to the Court Accountant with the Response. Failure of the Personal

Representative to fully address the Court Accountant’s recommendations will result in the court

setting a hearing date at which time the Personal Representative will be required to appear in court

to explain the accounting. The court may also order the Personal Representative to personally bear

additional expenses incurred in resolving the accounting issues.

2. The fee statement is approved and fees are allowed in the amount of $

OR

The fee statement is not approved and the Personal Representative is ordered to do the

following things:

DONE IN OPEN COURT:

JUDICIAL OFFICER OF THE SUPERIOR COURT

ORD

Person Filing:

Address (if not protected):

City, State, Zip Code:

Telephone:

Email Address:

Lawyer’s Bar Number:

Licensed Fiduciary Number: ____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA

MARICOPA COUNTY

In the Matter of: Case Number: PB

NOTICE OF NON APPEARANCE

HEARING REGARDING FINAL

ACCOUNTING

A Deceased Person.

READ THIS NOTICE CAREFULLY. An important court proceeding that affects your rights has

been scheduled. If you do not understand this Notice or the other court papers, contact an attorney for legal advice.

1. NOTICE IS GIVEN that the Personal Representative has filed with the Court the following Petition and

other court papers (List the title of the Petition and the titles of all papers you filed with the court):

1.

2.

3.

4.

5.

2. COURT HEARING. A non-appearance court hearing has been scheduled to consider the Petition and

matters in the court papers as follows:

DATE AND TIME:

PLACE:

JUDICIAL OFFICER:

3. RESPONSE TO PETITION. This is a non-appearance hearing. You do not need to come to the

hearing unless you disagree with the Petition. If you want the judge to know why you disagree with the

Petition, you should come to the hearing and state your objection. You can also file a written objection at

least 10 days prior to the hearing.

DATED:

(Month/Day/Year) Personal Representative’s Signature

FOR CLERK’S USE ONLY

NOH

Person Filing:

Address (if not protected):

City, State, Zip Code:

Telephone:

Email Address:

Lawyer’s Bar Number:

Licensed Fiduciary Number: ____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA

MARICOPA COUNTY

In the Matter of: Case Number PB:

RESPONSE TO COURT ACCOUNTANT

REPORT FINAL ACCOUNTING OF

A Deceased Person PERSONAL REPRESENTATIVE

State of Arizona )

County of Maricopa ) ss.

I am the person responsible for submitting the accounting. I respond under oath to the court accountant

report as follows: (Be sure to address each point raised by the court accountant or the judge in the Order. Attach an

amended accounting and supporting documents, if required. Do not attach bond, bond riders, or proof of restricted

account -- file these separately. Use additional paper if necessary.)

SIGNED:

STATE OF

COUNTY OF

Subscribed and sworn to or affirmed before me this: by

(date)

.

(notary seal) Deputy Clerk or Notary Public

Copy of the foregoing mailed this date: , to the following individuals at the following

addresses:

FOR CLERK’S USE ONLY

RES

Person Filing:

Address (if not protected):

City, State, Zip Code:

Telephone:

Email Address:

Lawyer’s Bar Number:

Licensed Fiduciary Number: _____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA

MARICOPA COUNTY

In the Matter of:

Case Number: PB

WAIVER OF NOTICE OF HEARING

A Deceased Person ON PETITION FOR FINAL

ACCOUNTING

STATE OF ARIZONA )

COUNTY OF MARICOPA ) ss

I state under oath as follows:

1. RECEIVED COURT PAPERS. I have received and read a copy of the following Petition and other

court papers: (Check the box next to the documents you received.)

A.

B.

C.

D.

E.

F.

2. RELATIONSHIP. My relationship to the person who died and is named in the caption above is (explain):

3. WAIVE NOTICE. I waive all notice of any hearing or court proceeding in connection with this matter. I

understand that I can reverse this waiver by filing a written document with the court under this court case

number declaring that I no longer waive notice of hearings and other court proceedings.

Signature

STATE OF

COUNTY OF

Subscribed and sworn to or affirmed before me this: by

(date)

.

(notary seal) Deputy Clerk or Notary Public

FOR CLERK’S USE ONLY

WAV

Person Filing:

Address (if not protected):

City, State, Zip Code:

Telephone:

Email Address:

Lawyer’s Bar Number:

Licensed Fiduciary Number: _____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA

MARICOPA COUNTY

In the Matter of (check one or both) Case Number: PB

PROOF OF NOTICE OF HEARING

A Deceased Person

STATE OF ARIZONA )

County of Maricopa ) ss.

I state under oath the following:

1. DOCUMENTS PROVIDED: I provided copies of the following court documents. List specifically each

court document you provided. Be sure you provided and you list the NOTICE OF HEARING:

1.

2.

3.

4.

5.

2. TO WHOM I GAVE NOTICE: These are the people to whom I gave copies of all the documents listed

in Number 1 above. State the relationship between the person who died and the person you gave the

copies to. (Use extra paper if necessary.)

A. Name:

B. Relationship to person:

C. Date I gave the documents:

D. How I gave the documents -- check at least one box and complete the information:

Personal service (File affidavit of acceptance or of process server or sheriff)

1st class mail, postage prepaid

Certified mail

Registered mail (attach green card to this paper)

Hand delivery by (name)

A. Name:

B. Relationship to person:

FOR CLERK’S USE ONLY

NOT

Case No.

C. Date I gave the documents:

D. How I gave the documents -- check at least one box and complete the information:

Personal service (File affidavit of acceptance or of process server or sheriff)

1st class mail, postage prepaid

Certified mail

Registered mail (attach green card to this paper)

Hand delivery by (name)

A. Name:

B. Relationship to person:

C. Date I gave the documents:

D. How I gave the documents -- check at least one box and complete the information:

Personal service (File affidavit of acceptance or of process server or sheriff)

1st class mail, postage prepaid

Certified mail

Registered mail (attach green card to this paper)

Hand delivery by (name)

A. Name:

B. Relationship to person:

C. Date I gave the documents:

D. How I gave the documents -- check at least one box and complete the information:

Personal service (File affidavit of acceptance or of process server or sheriff)

1st class mail, postage prepaid

Certified mail

Registered mail (attach green card to this paper)

Hand delivery by (name)

Petitioner’s Signature:

STATE OF

COUNTY OF

Subscribed and sworn to or affirmed before me this: by

(date)

.

(notary seal) Deputy Clerk or Notary Public

NOT

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