Maricopa Arizona Petition for Approving of Final Accounting of Personal Representative or Fee Statement

State:
Arizona
County:
Maricopa
Control #:
AZ-PB-16-IN
Format:
Word; 
Rich Text
Instant download

Description

An Order is an official written statement from the court commanding a certain action, and is signed by the judge. Failure to comply with the order is unlawful and may result in contempt of court charges. This document, a sample Order Approving Account of Personal Representative, Conservator or Guardian - Arizona, can be used as a model to draft an order requested for submission by the court (the court often directs a party to draft an order). Adapt the language to the facts and circumstances of your case. Available for download now in standard format(s).

The Maricopa Arizona Petition for Approving of Final Accounting of Personal Representative or Fee Statement is a legal document used in the probate process. This petition is typically filed by the personal representative of an estate or an individual responsible for handling the financial affairs of a deceased person. It is used to request the court's approval of the final accounting and distribution of assets to the beneficiaries or heirs of the estate. The purpose of this petition is to provide a detailed breakdown of the financial transactions and expenses incurred throughout the probate administration. It outlines the assets owned by the decedent, debts and liabilities paid, expenses related to the estate administration, as well as the fees and compensation sought by the personal representative or their attorney. The Maricopa Arizona Petition for Approving of Final Accounting of Personal Representative or Fee Statement should include the following information: 1. Identifying Information: This section includes the name of the probate court, the estate’s case number, the full legal name of the decedent, and the name of the personal representative seeking approval. 2. Summary of Assets: The petitioner must provide a comprehensive list of all assets owned by the decedent, including real estate, bank accounts, investment accounts, stocks, and bonds. Each asset should be described in detail, including its estimated value at the time of the decedent's death. 3. Outstanding Debts and Liabilities: This section should outline any outstanding debts or liabilities owed by the decedent. It should include mortgages, loans, credit card debt, taxes, and any other financial obligations. The petitioner should provide supporting documentation for each debt listed. 4. Administration Expenses: The petitioner must detail all expenses incurred during the probate process, such as court fees, attorney fees, appraisal fees, accounting fees, and any other costs associated with the estate administration. Each expense should be supported by receipts or invoices. 5. Proposed Distribution to Beneficiaries: This section outlines the proposed distribution plan for the estate's assets. The petitioner should specify how the remaining assets will be distributed among the beneficiaries or heirs, in accordance with the decedent's will or Arizona intestate succession laws. 6. Fee Statement: If the petitioner is seeking compensation for their services as a personal representative or their attorney is seeking fees, a detailed fee statement must be included. This statement should clearly indicate the amount of compensation requested, the hourly rate (if applicable), and the total hours worked. Different types of Maricopa Arizona Petition for Approving of Final Accounting of Personal Representative or Fee Statement may also include variations such as "Supplemental Petition for Approving of Final Accounting" if there are additional assets or changes to the initial accounting report. Additionally, a "Petition for Partial Approval of Final Accounting" might be used when the personal representative wishes to distribute a portion of the estate's assets before the final accounting is approved. It is crucial to consult with an experienced probate attorney or legal professional familiar with Arizona's laws and requirements to ensure the accurate preparation and filing of this petition.

The Maricopa Arizona Petition for Approving of Final Accounting of Personal Representative or Fee Statement is a legal document used in the probate process. This petition is typically filed by the personal representative of an estate or an individual responsible for handling the financial affairs of a deceased person. It is used to request the court's approval of the final accounting and distribution of assets to the beneficiaries or heirs of the estate. The purpose of this petition is to provide a detailed breakdown of the financial transactions and expenses incurred throughout the probate administration. It outlines the assets owned by the decedent, debts and liabilities paid, expenses related to the estate administration, as well as the fees and compensation sought by the personal representative or their attorney. The Maricopa Arizona Petition for Approving of Final Accounting of Personal Representative or Fee Statement should include the following information: 1. Identifying Information: This section includes the name of the probate court, the estate’s case number, the full legal name of the decedent, and the name of the personal representative seeking approval. 2. Summary of Assets: The petitioner must provide a comprehensive list of all assets owned by the decedent, including real estate, bank accounts, investment accounts, stocks, and bonds. Each asset should be described in detail, including its estimated value at the time of the decedent's death. 3. Outstanding Debts and Liabilities: This section should outline any outstanding debts or liabilities owed by the decedent. It should include mortgages, loans, credit card debt, taxes, and any other financial obligations. The petitioner should provide supporting documentation for each debt listed. 4. Administration Expenses: The petitioner must detail all expenses incurred during the probate process, such as court fees, attorney fees, appraisal fees, accounting fees, and any other costs associated with the estate administration. Each expense should be supported by receipts or invoices. 5. Proposed Distribution to Beneficiaries: This section outlines the proposed distribution plan for the estate's assets. The petitioner should specify how the remaining assets will be distributed among the beneficiaries or heirs, in accordance with the decedent's will or Arizona intestate succession laws. 6. Fee Statement: If the petitioner is seeking compensation for their services as a personal representative or their attorney is seeking fees, a detailed fee statement must be included. This statement should clearly indicate the amount of compensation requested, the hourly rate (if applicable), and the total hours worked. Different types of Maricopa Arizona Petition for Approving of Final Accounting of Personal Representative or Fee Statement may also include variations such as "Supplemental Petition for Approving of Final Accounting" if there are additional assets or changes to the initial accounting report. Additionally, a "Petition for Partial Approval of Final Accounting" might be used when the personal representative wishes to distribute a portion of the estate's assets before the final accounting is approved. It is crucial to consult with an experienced probate attorney or legal professional familiar with Arizona's laws and requirements to ensure the accurate preparation and filing of this petition.

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Maricopa Arizona Petition for Approving of Final Accounting of Personal Representative or Fee Statement