Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN RE: THE ESTATE OF: CASE NO. PETITION FOR APPROVAL OF [ ] FINAL ACCOUNTING OF PERSONAL REPRESENTATIVE[ ] FEE STATEMENT Decedent.________________________________________________________________________________PB16INSTATE OF ARIZONA ) )ss County of ______________ )THE PETITIONER STATES UNDER OATH AS FOLLOWS:1.[ ] This is the final accounting for this estate, and this accounting covers the period from
____________ __________________________________ to
_________________________________________.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..3. [ ] Attached is a receipt of payment of the charge of $175 for review of this Petition by the
court accountant.4. [ ] Attached is a copy of the Fee Statement for which I also request approval. I have read the foregoing document and affirm that the statements made therein are true and correct to
the best of my knowledge and belief. Dated: _______________________
__________________________________________
_____ Signature of Personal Representative SUBSCRIBED AND SWORN before me this _____ day of _________________________________,
199_____
Notary Public
________________________ ____________________
(Seal)Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN RE: THE ESTATE OF: CASE NO. STATEMENT OF ANNUAL ACCOUNTING OF PERSONAL REPRESENTATIVE Decedent__________________________________________________________________________________PB16INDATE OF SUBMISSION _____________________________________1.This is the final accounting for this estate. This accounting covers the time period from
_________________ _________________________________ to
_________________________________________________.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.
ACCOUNT SUMMARY AThe beginning balance of the Decedent account from EXHIBIT A,
$ B.PLUS the money I received during this period of time on behalf of the Decedent from EXHIBIT B,
+$ C.PLUS the gains on the value of property I sold or otherwise disposed of and other adjustments
as itemized in EXHIBIT C,
+$ D.MINUS the money I have spent during this time period as itemized in EXHIBIT D,
-$
__________________________ E.MINUS the losses on the value of property I sold or otherwise disposed of and other reductions, as itemized in EXHIBIT E,
-$
__________________________ F. EQUALS the ending balance of the property of the Decedent as itemized on EXHIBIT F,
= $
__________________________ EXHIBIT 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 valueENTER TOTAL FROM LIST A HERE AND ON PAGE 1, LINE A$ ___________________________NOTE: IF THE ESTATE OWES DEBTS ON ANY OF THE PROPERTY LISTED ABOVE, INCLUDING
CREDIT CARD DEBT, THEN FOR EACH DEBT ALSO INDICATE THE PAYEE, PRINCIPAL
BALANCE, INTEREST RATE, PAYOFF DATE. EXHIBIT 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 1) $ ______________
EXHIBIT C-- SCHEDULE OF GAINS Property of the Decedent that was sold or otherwise disposed of during this accounting and other adjustments. (Add as many sheets of paper as necessary to describe) DATE OF SALEDESCRIPTIONSALE
PRICE
LESS FEE
PAID
LESS THE VALUE OF ASSET
AS REPORTED IN
PREVIOUS ACCOUNTING
OR INVENTORY
AMOUNT
OF PROFIT
TOTAL (ENTER AMOUNT HERE AND AT LINE C ON PAGE 1) $ _______________ EXHIBIT D--MONEY SPENT On behalf of the Decedent during this account period.(Add as many sheets of paper as necessary to describe) DATECHECK
NUMBER
PAYEEPURPOSEAMOUNT SPENT
TOTAL (ENTER AMOUNT HERE AND AT LINE D ON PAGE 1) $ _______________
EXHIBIT 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 SOLDDESCRIPTIONSALE
PRICE
LESS ANYFEE PAIDLESS THE VALUE OF ASSET
AS REPORTED IN PREVIOUS
ACCOUNTING OR
INVENTORY
AMOUNT OF
DOLLARS
LOSSED
TOTAL (ENTER AMOUNT HERE AND AT LINE E ON PAGE 1) $ ______________ EXHIBIT F--VALUE OF DECEDENT’S PROPERTY AT THE END OF THIS ACCOUNTING PERIOD Itemization of assets of the ward 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 valueENTER TOTAL FROM LIST F HERE AND ON PAGE 1, LINE F $ ________________________________NOTE: IF THE ESTATE OWES DEBTS ON ANY OF THE PROPERTY LISTED ABOVE, INCLUDING
ANY CREDIT CARD DEBT, THEN FOR EACH DEBT ALSO INDICATE THE PAYEE, PRINCIPAL
BALANCE, INTEREST RATE, PAYOFF DATE.
Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN THE MATTER OF THE ESTATE OF: CASE NO. FEE STATEMENT ( LOCAL RULE 5.7 ) AND PROOF OF MAILING Decedent._________________________________________________________________________________PB16IN
NOTE: 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, conferences, document preparation, work
in house or files, personal visits, trips, etc..1. The following is a statement of fees for services rendered from _________________________, 19___ to
___________________________________, _________:DATE DESCRIPTION AND SERVICE PROVIDER TIME_________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ ____________2. Total number of hours billed is ______________ X $ ______________ per hour = $ _____________.3. A copy of this management plan was mailed or delivered to the following persons:NAME ADDRESS________________________
________________________________________________
_______________________________ ____________________________________________________________________________________________________________________________________Dated: ________________________________ __________________________________________________Signature of Personal Representative Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN THE MATTER OF THE ESTATE OF: CASE NO.ORDER FOR APPROVAL OF FINALACCOUNTING AND [ ] FEE STATEMENT Decedent.__________________________________________________________________________________PB16IN
THE COURT FINDS THAT:1.A Petition for Approval of Final Accounting was filed by ____________________________ on
____________________________________.2.Notice of the Petition was given as required by law; OR waived by all interested persons; OR other: _______________________________________________________________________________ 3.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 for the period from _____________________________ to
____________________________________. OR The Accounting is approved but with the following provisions: ______________________________
____________________________________________________________________________________ ________________________________________________________________________________________________________________________________________________________________________ _______________________________________________________________ OR The Accounting is not approved. The Personal Representative must file with the court a written
Respon se to
the Court Accou ntant’s Report, provide a
copy of
the Response to
the Court Accountant and to
all person s entitled to notice of the
Final Accounting, and
shall address each and every recom mendat ion of
the Court Accou ntant by ______ ______ ____________________, 199_____. If
additio nal docum entatio n or
amend ed schedu les are
required by
the Court Accou ntant, they shall be attached to the
Person al Representative’s Respon se. The Personal Repres
entativ e shall
include a self-
addressed, stampe d envelope to
the Court Accountant with the Response. Failure of Petitio ner to
fully address the Court Accou ntant’s recom mendat ions 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 Repres entative to
personally bear additio nal expenses incurre d in
resolvi ng the
accoun ting issues. 2. The Fee Statement is approved and fees are allowed in the amount of $ _______________________ OR The Fee Statement is not approved and Petitioner is ordered to do the following things in order to obtain
approval: ___________________________________________________________________
________________________________________________________________________________________________________________________________________________________________________ ____________________________________________________________________________________ DONE IN OPEN COURT THIS DATE: ______________________________ _______________________________________________Judge / Commissioner of the Superior Court
Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN THE MATTER OF THE ESTATE OF: CASE NO. NOTICE OF NON APPEARANCE HEARING
REGARDING FINAL ACCOUNTING Decedent. __________________________________________________________________________________PB16IN
READ THIS 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: 2.COURT HEARING. A “non-appearance court hearing” has been scheduled to consider the Petition and
issues in the court papers as follows: DATE AND TIME: _______________________________________________________________________ LOCATION: _____________________________________________________________________________ BEFORE THE HONORABLE:
______________________________________________________________ 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: _____________________________ _______________________________________ Signature of Personal Representative Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN THE MATTER OF THE ESTATE OF: CASE NO. RESPONSE TO COURT ACCOUNTANT REPORT FINAL ACCOUNTING OF PERSONAL REPRESENTATIVE Decedent.__________________________________________________________________________________PB16IN
STATE OF ARIZONA ) )ss County of _______________ )I am the Personal Representative in this case. I submit under oath to the court the accountant report as follows:
I have addressed each issue raised by the court accountant or the judge in the order. I have attached an
amended accounting and supporting documents, if I was required to do so. __________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ _DATED: ____________________________
____________________________________
______ Signature of Personal Representative SUBSCRIBED AND SWORN to before me this _____ day of _________________________________,
199_____ by _____________________________________________.Notary Public:
____________ ________________________ __________________(Seal)Copy of the foregoing mailed this ______ day of ________________________________ , 19_______, to:______________________________________________ __________________________________________________________________________________________________________________________________________________________________________________________________________________________By ___________________________________________
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