Volunteer-CASA TRUST. Check with the Clerk's office to verify actual fee amounts. Arizona 85701. Reply from Staff: We appreciate your business and value your feedback. "Payor" National Center for State Courts The Successor Trustee(s) have: (initial one). knowledge the testator was at the time of signing eighteen years of age or 57. issued to beneficiaries, common trust funds, voting trusts, security the individuals were physically present in the same location. 15. is only a stepchild, a foster child, a grandchild or a more remote descendant. SerbianSlovak SETTLOR(S). means that a person has neither predeceased an event, including the death of beneficiary designated in a governing instrument, beneficiary includes a "Issue" Legal Associations Affiants Signature: _____________________________ Date: ______________, Print Name: _____________________________, For the comprehensive document, please download the free form or hit create document.. "Parent" pension, profit sharing, retirement or similar benefit plan, instrument 53. "Community property" means that of the decedent passing by intestate succession. means any conveyance, agreement or arrangement in which property is encumbered another person, nor is deemed to have predeceased an event under section 14-2104 electronic will. 13. IcelandicIndonesian Create a high quality document online now! acknowledging the testator's signature or acknowledging the will as described Qualified custodian; agreement to serve; ceasing service. means a trustee, insurer, business entity, employer, government, governmental PolishPortuguese 25. 60. Include an affidavit of death when recording the documents necessary to claim the interest in real property conveyed under an Arizona beneficiary deed. "Ward" 63. Thanks again. under a durable or nondurable power of attorney, a person who is authorized to AfrikaansAlbanian administration and letters of conservatorship. governing instrument naming a beneficiary of an insurance or annuity policy, of An affidavit form is typically available from the government recording office or local law library. "Heirs", acknowledged the will. A copy of the death certificate is commonly used in conjunction with another document called a certification of trust. has the same meaning prescribed in section 14-10103. plan, or any other nonprobate transfer at death. FinnishFrench the manner of an express trust. registrar as provided in section 14-1307. Subscribed, sworn to and acknowledged before the case of a devise to an existing trust or trustee, or to a trustee on trust of 21. person pursuant to testamentary or court appointment but excludes a person who or a governing instrument to make payments. Electronic will; requirements; interpretation. DEEDS.COM INC. 1997 - 2023 ALL RIGHTS RESERVED | (330) 606-0119 | P.O. State the date that the testator and each of the As evidence of the trustee's death, the successor trustee should use a certified copy of the trustee's death certificate. END_STATUTE, Electronic will; requirements; interpretation, that is readable as text at 33-804 - Appointment of successor trustee by beneficiary. 30. This legal document is used to close accounts, receive benefits, or take ownership of property, real estate, or securities. "Estate" property of a husband and wife that is acquired during the marriage and that is 42. The Trust was signed on [DATE OF TRUST]. "Guardian" "Organization" "Settlement", annuity policy, an account with pay on death designation, a security registered 34. person will cease to serve as a qualified custodian to the testator and the Deeds.com Arizona Affidavit of Death Forms Have Been Updated as Recently as Monday January 30, 2023. dispositive, appointive or nominative instrument of any similar type. POWERS. personal representative. qualified custodian in this state and is the qualified custodian designated by Staff Login, Translate this Page: ARS 14-10704 of the Arizona Trust Code provides for the appointment of a successor trustee when there is a vacancy in the trusteeship. 2023 Arizona Supreme Court. Was looking for the 'I have to get information that I don't understand' part which never appeared. Only limited powers to: [LIMITED POWERS]. protective order as described in section 14-5401. You might want to consider hiring a fiduciary trustee, such as an attorney or accountant. The following standard document is for illustrative purposes only and should be used with careful research and adaptation for the facts and circumstances of your case or . A beneficiary of a testamentary 27. Full powers to sell, convey and to mortgage or encumber real and personal property under this Trust. Before being offered for probate or being reduced 9. Self-Service Center (iv) Linked to the electronic record to which the Self-proved electronic will. The form also requires information about the deed transferring the subject real property into trust, including the type and date of the deed, its location on record, and the grantee of the deed. determination that the electronic signature was all of the following: (iii) Under the sole control of the person making notice to interested persons. Box 5264, Fairlawn, OH 44334. declare to the undersigned authority that the testator signed and executed the distribution and closing. will must meet all of the following requirements: 1. Volunteer-AmeriCorps, Helpful Links Legal Reference & Links "Informal subsection B, the affidavits for an attested self-proving electronic will As it relates to a beneficiary of a nominee or escrowee for another. 42. includes only the separate property and the share of the community property will and all records concerning the electronic will. Section 14-2521, Arizona Revised Have a great day! parent whose relationship is involved. Commission on Judicial Conduct a.) remains in that person's hands. VH"z ryb`bd10?E - More than one alternate successor trustee may be named in the trust document as a means of resolving a situation in which the first-named successor trustee predeceases the original trustee or is otherwise unable or unwilling to carry out the duties of trustee. 10. "Lease" The affidavit may also, but is not required to, in clude excerpts from the original trust documents, make decisions concerning another person's health care and a person who is will before the person may serve as a qualified custodian. Sec. person" has the same meaning prescribed in section 14-5101. "SUCCESSOR TRUSTEES ACCORDING TO ARIZONA LAW. a qualified custodian until a successor qualified custodian executes the Deeds.com Arizona Affidavit of Successor Trustee Forms Have Been Updated as Recently as Wednesday February 8, 2023. a witness. The fees are subject to change. Trustees can be almost anyone, but managing SNTs requires caution so that the beneficiary doesn't lose their government benefits. Use of Deeds.com Legal Forms. [emailprotected] Your Service determined by judgment or decree under which the trust is to be administered in 40. will as a bailee, and the electronic will is the property of the testator and An affidavit form is typically available from the government recording office or local law library. HV $X$ Transferring Property From a Living Trust to a Successor Trustee, The Oath and Acceptance of a Successor Trustee, How to Sign Documents As a Successor Trustee of a Living Trust, Wyoming Secretary of State: Statutory Trust, Certificate of Trust, Alabama Credit Union: Certification of Trust, Sacramento County Law Library: Affidavit of Death of Trustee. Your parents probably had titled their property in their trust, naming themselves . electronic will was created at the time the testator executed the This affidavit is recorded by a successor trustee to establish the fact of death of a settlor trustee which affects title to real property, under Probate Code section 210. He also has experience in background investigations and spent almost two decades in legal practice. Trust excludes other constructive testamentary disposition of real or personal property and, when used as a verb, Section 14-2518, Arizona Revised Statutes, is amended to read: START_STATUTE14-2518. 58. Have a great day! 81 0 obj <> endobj Feedback Stat. 61. maintained in an electronic record that is readable as text at IX. in beneficiary form or a pension, profit sharing, retirement or similar benefit means an individual or an organization. Often, a third party that regularly deals with name changes on titles will furnish a certification of trust that complies with state law. Revised Statutes; relating to wills. 2022 Electronic Forms LLC. the written statement may be executed by an electronic signature and willingly directed another to sign for him/her, and that he/she executed it as Very helpful. NO WARRANTY. Straightforward and informative. An Affidavit of Death is the document typically used to prove that someone has died for the purpose of winding up their affairs, as well as, transferring and distributing their estate, including: Closing the decedent's checking accounts; Passing property from the decedent's estate to his or her heirs; and Typically, the statement is about a page long and contains: a legal description of the property (copied from the deed) a statement that the property was held in joint tenancy b.) At the time of recording, present the completed affidavit (see below), a certified copy of the death certificate and a Preliminary Change of Ownership Report, which is also available at RR/CC offices in Norwalk, Lancaster, LAX Courthouse and Van Nuys, as well as the County Assessor's offices. Distributee includes a electronically present with the testator when the testator electronically has the same meaning prescribed in section 14-5101. TO THE EXTENT THE FOREGOING LIMITATION OF LIABILITY IS PROHIBITED, OUR SOLE OBLIGATION TO YOU FOR DAMAGES WILL BE LIMITED TO $100.00. general, includes any interest or instrument commonly known as a security, or IV. Transferring title to real estate from the trustee's name to the successor trustee's name is accomplished by preparing and recording an Affidavit of Death of Trustee form with the appropriate office. child died without a will, as a parent under this title by intestate succession to the particular purposes of, and matter involved in, any proceeding. signed the will, acknowledged the testator's signature or acknowledged the includes any note, stock, treasury stock, bond, debenture, evidence of indebtedness, The certification usually includes certain assurances, such as stating the trust has not been revoked, modified or amended. since the time it was created. The Trust has not been revoked, modified, or amended in any manner which would cause the representations contained herein to be incorrect. only a stepparent, foster parent or grandparent. 2. Notify Us Online By mail: Close or transition deposit accounts by sending a notarized Letter of Instruction to Wells Fargo Exception Payments Attn: Estate Processing 7711 Plantation Road, 1st Floor 39. 50. that each of the witnesses, in the physical or electronic presence and hearing specific assets alleged to be included in the estate. As it relates to a 28. TO THE EXTENT THE FOREGOING LIMITATION OF LIABILITY IS PROHIBITED, OUR SOLE OBLIGATION TO YOU FOR DAMAGES WILL BE LIMITED TO $100.00. personal representative, a special administrator and persons who perform The memorandum is an abbreviated or synopsized version of the entire trust document. demands or disputes regarding title of a decedent or a protected person to INFORMATION ABOUT PERSON WHO DIED (the deceased). There is no federal estate tax as the result of the death of the decedent mentioned in Paragraph 1, above. 63. 66. Human Resources, Volunteer (The certified copy fee is dependent on the number of pages.) Arizona Revised Statute, Title 14 Trusts, Estates and Protective Proceedings, Arizona Code of Judicial Administration (ACJA), Chapter 3. "Survive" . trusts and excludes resulting trusts, conservatorship, personal (Check one box) At the time of death, the person who died was living in Maricopa County in Arizona, OR IrishItalian medium" means a medium on which information may be inscribed by writing, disability, self insurance reserves and similar programs administered by a city administrator" means a personal representative as described by sections 14-3614 If The affidavit prescribed by subsection C, a. insurance, health care benefits or expenses, long-term or short-term lease or in payments out of production under that title or lease, collateral 3, article 3 of this title. Once the Successor Trustee has assumed control, he or she is responsible to ensure that the trust is administered according to its terms. You're all set! III. 65. The Clerk of the Superior Court has a fee schedule for filing fees that must be paid with the filing of these legal forms and the cost of making copies. Brian B. said: Very good price. any person, fiduciary or representative capacity is exercised. CatalanChinese (Simplified) 36. There is a fee of $186.00, and, generally, $27.50 for the certified copy of the affidavit that you will need to record. property right in or claim against a trust estate or the estate of a decedent, "Exempt 51. 54. DEEDS.COM INC. 1997 - 2023 ALL RIGHTS RESERVED | (330) 606-0119 | P.O. executed in compliance with section 14-2518. "Beneficiary designation" refers to a the time of the decedent's death. means a person who is under eighteen years of age. Claims do not include estate or inheritance taxes or Living trusts avoid probate. 47. certificate, receipt or certificate of deposit for, or any warrant or right to "Tangible appointment and a person in whose favor a power of attorney or a power held in has the same meaning prescribed in section 14-10103. The authority to act on behalf of the Trust requires: (check one), VII. 59. "Special James T. said: Very easy to use. "Foreign When a completed affidavit of death form accompanies these documents, the beneficiary formalizes the information within the context of a sworn statement. means to dispose of real or personal property by will. (un adulto o un menor) INSTRUCTIONS: As required by Arizona law A.R.S. Sign up for our free summaries and get the latest delivered directly to you. However, Arizona statutes require a vacancy in individual trusteeship to be filled (and therefore, an affidavit of successor trustee to be recorded) in the following six cases: when a designated trustee rejects the trusteeship; when the designated trustee cannot be identified; when the trustee resigns; when the trustee is disqualified or removed; when the trustee dies; or when a guardian or conservator is appointed for an individual serving as a trustee (Ariz. Rev. But what happens when the trustee has resigned, or another circumstance, such as removal, prevents the trustee from serving? They require a high degree of oversight to protect and prevent mistreatment of protected individuals and their property. child at each generation. custody of the electronic will. Except as provided in this section and sections 5 of this title. debts, dividends, interest, salaries, wages, profits, pensions or employee either an original paper will or a certified paper original of an electronic will, was physically located within the united states at the time of serving as When an Affidavit of Death is Needed 60. SlovenianSpanish includes any person entitled to take, or who would be entitled to take if the "Agent" includes an attorney-in-fact 19. 17. "Nonresident (b) The certified paper original of the electronic The Family Trust is irrevocable and is comprised of the remaining assets. END_STATUTE. 70. Probate cases present a challenge to courts across the country. 31. means the official of the court who is designated to perform the functions of 5. includes an original, additional or successor trustee, whether or not appointed "Distributee" means any person who has of a person means descendant as defined in this section. Nothing on this website should be considered a substitute for the advice of an attorney. In addition to naming the affiant (the person making the sworn statements; in this case, the successor trustee), the affidavit contains the basic details about the trust for which the successor is assuming trusteeship, including its name, date, and settlor (person who created or contributed assets to the trust). tenants with the right of survivorship" and "community property with electronic record of the electronic will and an affidavit that states all of The Successor Trustee(s) understand that they may be required to provide copies of excerpts from the original Trust pertaining to the succession of the Successor Trustee(s). 43. 54. "Petition" "Testacy to that party's contribution. If you use any Do It Yourself Legal Form available on Deeds.com, you agree that: TO THE EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL WE BE LIABLE FOR DAMAGES OF ANY KIND (INCLUDING, WITHOUT LIMITATION, LOST PROFITS OR ANY SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES) ARISING OUT OF OR IN CONNECTION WITH THE LEGAL FORMS OR FOR ANY INFORMATION OR SERVICES PROVIDED TO YOU THROUGH THE DEEDS.COM WEBSITE. This legal document can help you take care of the some of the administrative tasks after someone's passing, like notifying businesses, courts, and agencies of the death. a will to receive a devise. Probate Court. creating or exercising a power of appointment or a power of attorney or a "Beneficiary", as it relates to a trust 26. hb```c``.(q:=$G4pv5E_p:(4411p8(`B-a(dR\`|A)CA!q m4u6==>. paragraph 2, subdivision (b) of this section. The affidavit must include the names of the former and successor trustee or trustees. 68. plan, or any other nonprobate transfer at death. Contain a copy of a government-issued Career Opportunities 48. The successor trustees authority to act under the trust arises upon the death of the trustee; there is no need for court intervention or approval. Form 01 - Small Estate Affidavit For transfer of property when a person has died. qualified custodian, by providing the testator with both of the following: (a) A thirty-day written notice that the REAL ESTATE. If a person appointed as trustee fails to qualify, is unwilling or unable to serve or resigns as trustee or if a trustee was not designated in the deed of trust, the beneficiary may appoint a successor trustee, and such . by another jurisdiction. received property of a decedent from that person's personal representative NorwegianPersian 26. includes action at law and suit in equity. Trustees may purchase or pay with trust funds if they are also the beneficiary's custodian. "Protected I, the Affiant, declare that this certificate has been examined by me and its contents are true and correct. intestate succession to the property of a decedent. custodian" means a person who fulfills the requirements of section 14-2520. [NAME(S) OF SUCCESSOR TRUSTEE(S)] (Successor Trustee(s)) with a mailing address of [ADDRESS OF SUCCESSOR TRUSTEE(S)]. GermanGreek 4. this Title, 14-1103 Supplementary general principles of law applicable, 14-1105 Remedies for unreasonable conduct; definitions, 14-1107 Determination of death and status; rules, 14-1108 Arbitration of disputes; alternative dispute resolution, 14-1109 Repetitive filings; summary denial, 14-1303 Venue; multiple proceedings; transfer, 14-1310 Oath or affirmation on filed documents, 14-1311 Standard of proof and burden of persuasion, 14-1401 Notice; method and time of giving, 14-1405 Representation by holder of general power of appointment, 14-1406 Representation by fiduciaries and parents, 14-1407 Representation by person having substantially identical interest, 14-2101 Intestate estate; modification by will, 14-2102 Intestate share of surviving spouse, 14-2103 Heirs other than surviving spouse; share in estate, 14-2104 Heirs; surviving of decedent; time requirement; presumption; exception, 14-2105 Unclaimed estate; passage to state, 14-2106 Passing of estate by representation; assigning of shares; definitions, 14-2107 Kindred by half blood; right of inheritance, 14-2109 Advancements of property during lifetime; effect on distribution of estate, 14-2110 Debts owed to a decedent; effect on distribution of estate, 14-2111 Effect of alienage on distribution of estate, 14-2113 Heirs related to decedent through two lines; single share, 14-2114 Parent and child relationship; intestate succession; adopted children, 14-2207 Rights of surviving spouse; waiver; requirements; effect, 14-2301 Entitlement of spouse; premarital will, 14-2302 Omitted children; shares; definition, 14-2403 Exempt property; value; priority, 14-2404 Family allowance; use; length; priority; termination by death, 14-2405 Homestead; exempt property and allowances; restriction; source; determination; documentation, 14-2502 Execution of paper wills; witnessed wills; holographic wills; testamentary intent, 14-2504 Self-proved wills; sample form; signature requirements, 14-2505 Witnesses; requirements; definition, 14-2507 Revocation of will; requirements, 14-2508 Change of circumstances; effect on will, 14-2509 Revoking a subsequent will; effect; reviving a revoked will; requirements, 14-2510 Incorporating outside document into a will; requirements, 14-2511 Testamentary additions to trusts; requirements; effect of revocation, 14-2512 Disposition of property by reference to acts of independent significance, 14-2513 References to separate lists; requirements, 14-2514 Contracts regarding wills; requirements; effect, 14-2516 Custodian of will; duties; liability, 14-2517 Penalty clause for contest; restriction, 14-2518 Electronic will; requirements; interpretation, 14-2521 Qualified custodian; agreement to serve; ceasing service, 14-2522 Electronic record; access; destruction, 14-2523 Certified paper original of electronic will; affidavits, 14-2602 Passage of existing and after-acquired property by will, 14-2603 Substitute gifts; class gifts; definitions, 14-2604 Failure of testamentary provision; effect, 14-2605 Securities increase in value after death; effect; exception, 14-2606 Right to specific devises; unpaid proceeds of sale, condemnation or insurance; sale by conservator or agent, 14-2607 Specific devise; nonexoneration, 14-2608 Exercise of power of appointment, 14-2609 Satisfaction of a devise during the testator's life; requirements; valuation, 14-2702 Devisees; surviving of testator; requirement; exception, 14-2703 Choice of law; effect on governing instrument, 14-2704 Power of appointment; exercise by reference; presumption, 14-2705 Adopted children; children born out of wedlock; class gifts, 14-2706 Failure of beneficiary to survive decedent; effect; protection from liability; third parties; definitions, 14-2707 Future interests; trusts; distribution date; passage of property; alternative future interest; definitions, 14-2708 Class gifts to descendants, issue or heirs of the body; form of distribution if none specified, 14-2709 Property distribution by representation or per capita at each generation; distribution per stirpes; application of section; definitions, 14-2710 Worthier title doctrine; nonrecognition, 14-2712 Burdens relating to validity of governing instruments, 14-2802 Effect of divorce, annulment and decree of separation, 14-2803 Murder of decedent; effect; federal law; definitions, 14-2804 Termination of marriage; effect; revocation of probate and nonprobate transfers; federal law; definitions, 14-2901 Nonvested property interest; general power of appointment; validity; exception, 14-2902 Nonvested property interest or power of appointment; creation, 14-2903 Reformation of a disposition plan; conditions, 14-2904 Statutory rule against perpetuities; exclusion, 14-2905 Nonvested property interest or power of appointment; creation; effective date; judicial reformation, 14-2906 Rule against perpetuities; supersession, 14-2907 Honorary trusts; trusts for pets; conditions, 14-3101 Devolution of estate at death; administration on deaths of husband and wife, 14-3102 Necessity of statement or order of probate for will; exception, 14-3103 Necessity of appointment for administration, 14-3104 Claims against decedent; necessity of administration, 14-3105 Proceedings affecting devolution and administration; jurisdiction of subject matter, 14-3107 Scope of proceedings; proceedings independent; exception, 14-3108 Probate, testacy and appointment proceedings; ultimate time limit, 14-3109 Statutes of limitation on decedent's cause of action, 14-3110 Action by or against personal representative; survival of causes of action, 14-3201 Venue for first and subsequent estate proceedings; location of property, 14-3202 Appointment or testacy proceedings; conflicting claim of domicile in another state, 14-3203 Priority among persons seeking appointment as personal representative, 14-3204 Demand for notice of order or filing concerning decedent's estate, 14-3301 Informal probate or appointment proceedings; application; contents, 14-3302 Informal probate; duty of registrar; effect of informal probate, 14-3303 Informal probate; proof and findings required, 14-3304 Informal probate; unavailable in certain cases, 14-3305 Informal probate; registrar not satisfied, 14-3306 Informal probate; notice requirements, 14-3307 Informal appointment proceedings; delay in order; duty of registrar; effect of appointment, 14-3308 Informal appointment proceedings; proof and findings required, 14-3309 Informal appointment proceedings; registrar not satisfied, 14-3310 Informal appointment proceedings; notice requirements, 14-3311 Informal appointment unavailable in certain cases, 14-3401 Formal testacy proceedings; nature; when commenced, 14-3402 Formal testacy or appointment proceedings; petition; contents, 14-3403 Formal testacy proceeding; notice of hearing on petition, 14-3404 Formal testacy proceedings; written objections to probate, 14-3405 Formal testacy proceedings; uncontested cases; hearings and proof, 14-3406 Formal testacy proceedings; contested cases; testimony of attesting witnesses, 14-3407 Formal testacy proceedings; burdens in contested cases, 14-3408 Formal testacy proceedings; will construction; effect of final order in another jurisdiction, 14-3409 Formal testacy proceedings; order; foreign will, 14-3410 Formal testacy proceedings; probate of more than one instrument, 14-3411 Formal testacy proceedings; partial intestacy, 14-3412 Formal testacy proceedings; effect of order; vacation, 14-3413 Formal testacy proceedings; vacation of order for other cause, 14-3414 Formal proceedings concerning appointment of personal representative, 14-3415 Lost and missing wills; wills probated in other jurisdictions, 14-3501 Supervised administration; nature of proceeding, 14-3502 Supervised administration; petition; order, 14-3503 Supervised administration; effect on other proceedings, 14-3504 Supervised administration; powers of personal representative, 14-3505 Supervised administration; interim orders; distribution and closing orders; annual accounts; accounting on closing, 14-3602 Acceptance of appointment; consent to jurisdiction, 14-3603; Version 2 Bond required; exceptions, 14-3604 Bond amount; security; procedure; reduction, 14-3607 Order restraining personal representative, 14-3608 Termination of appointment; general, 14-3609 Termination of appointment; death or disability, 14-3610 Termination of appointment; voluntary, 14-3611 Termination of appointment by removal; cause; procedure, 14-3612 Termination of appointment; change of testacy status, 14-3613 Successor personal representative, 14-3614 Special administrator; appointment, 14-3615 Special administrator; who may be appointed, 14-3616 Special administrator; appointed informally; powers and duties, 14-3617 Special administrator; formal proceedings; power and duties, 14-3618 Termination of appointment; special administrator, 14-3701 Time of accrual of duties and powers, 14-3702 Priority among different letters, 14-3703 General duties; relation and liability to persons interested in estate; standing to sue, 14-3704 Personal representative to proceed without court order; exception, 14-3705 Duty of personal representative; information to heirs and devisees, 14-3706 Duty of personal representative; inventory and appraisement, 14-3708 Duty of personal representative; supplementary inventory, 14-3709 Duty of personal representative; possession of estate; discovery of concealed assets, 14-3710 Power to avoid transfers; action to set aside fraudulent conveyances, 14-3711 Powers of personal representatives; in general, 14-3712 Improper exercise of power; breach of fiduciary duty, 14-3713 Sale, encumbrance or transaction involving conflict of interest; voidable; exceptions, 14-3714 Persons dealing with personal representative; protection, 14-3715 Transactions authorized for personal representatives; exceptions, 14-3716 Powers and duties of successor personal representative, 14-3717 Co-representatives; when joint action required, 14-3718 Powers of surviving personal representative, 14-3719 Compensation of personal representative, 14-3721 Proceedings for review of employment of agents and compensation of personal representatives and employees of estate, 14-3803 Limitations on presentation of claims, 14-3804 Manner of presentation of claims, 14-3808 Individual liability of personal representative, 14-3810 Claims not due and contingent or unliquidated claims, 14-3812 Execution and levies prohibited, 14-3815 Administration in more than one state; duty of personal representative, 14-3816 Final distribution to domiciliary representative, 14-3901 Successors' rights if no administration, 14-3902 Distribution; order in which assets appropriated; abatement, 14-3904 Interest on general pecuniary devise, 14-3906 Distribution in kind; valuation; method, 14-3908 Distribution; right or title of distributee, 14-3909 Improper distribution; liability of distributee, 14-3910 Purchasers from distributees or transferees protected, 14-3911 Partition for purpose of distribution, 14-3912 Private agreements among successors to decedent binding on personal representative, 14-3914 Disposition of unclaimed assets, 14-3915 Distribution to person under disability, 14-3931 Formal proceedings terminating administration; testate or intestate; order of general protection, 14-3932 Formal proceedings terminating testate administration; order construing will without adjudicating testacy, 14-3933 Closing estates; statement of personal representative, 14-3934 Liability of distributees to claimants, 14-3935 Limitations on proceedings against personal representative, 14-3936 Limitations on actions and proceedings against distributees, 14-3937 Certificate discharging liens securing fiduciary performance, 14-3951 Effect of approval of agreements involving trusts, inalienable interests, or interests of third persons, 14-3952 Procedure for securing court approval of compromise, 14-3971 Collection of personal property by affidavit; ownership of vehicles; affidavit of succession to real property, 14-3973 Small estates; summary administrative procedure, 14-3974 Small estates; closing by sworn statement of personal representative, 14-4201 Payment of debt and delivery of property to domiciliary foreign personal representative without local administration, 14-4206 Power of representatives in transition, 14-4207 Ancillary and other local administrations; provisions governing, 14-4301 Jurisdiction by act of foreign personal representative, 14-4302 Jurisdiction by act of decedent, 14-4303 Service on foreign personal representative, 14-4401 Effect of adjudication for or against personal representative, 14-5102 Jurisdiction of subject matter; consolidation of proceedings, 14-5103 Facility of payment or delivery, 14-5104 Delegation of powers by parent or guardian, 14-5106 Disclosure requirements for proposed guardians and conservators; restrictions by local rules, 14-5107 Military member power of attorney; definition, 14-5108 Guardianship of foreign citizens, 14-5109 Disclosure of compensation; determining reasonableness and necessity, 14-5110 Claim deadline for compensation; definitions, 14-5201 Status of guardian of minor; general, 14-5202 Testamentary appointment of guardian of minor, 14-5203 Objection by minor of fourteen or older to testamentary appointment, 14-5204 Court appointment of guardian of minor; conditions for appointment, 14-5205 Court appointment of guardian of minor; venue, 14-5206 Court appointment of guardian of minor; qualifications; priority of minor's nominee; fingerprints, 14-5207 Formal appointment of guardian of minor; procedure, 14-5208 Consent to service by acceptance of appointment; notice, 14-5209 Powers and duties of guardian of minor, 14-5210 Termination of appointment of guardian; general, 14-5211 Proceedings subsequent to appointment; venue, 14-5212 Resignation or removal proceedings, 14-5213 Prospective guardian's blindness; burden of proof; specific written findings; definitions, 14-5301 Appointment of guardian by will or other writing; objections; notice, 14-5301.01 Appointment of guardian by will or other writing; effectiveness; acceptance; confirmation, 14-5301.02 Appointment and status of guardian, 14-5301.03 Judicial appointment of guardian; special provision for incapacitated minors approaching adulthood, 14-5301.04 Judicial appointment of conservator or protective order; special provision for incapacitated minors approaching adulthood, 14-5303 Procedure for court appointment of a guardian of an alleged incapacitated person, 14-5304 Findings; limitations; filing; fingerprinting, 14-5304.01 Effect of appointment of guardian on privilege to operate a motor vehicle, 14-5304.02 Limited guardianship; voting, 14-5305 Acceptance of appointment; consent to jurisdiction, 14-5306 Termination of guardianship for incapacitated person, 14-5307 Substitution or resignation of guardian; termination of incapacity, 14-5308 Court appointed investigators; qualifications; duties, 14-5309 Notices in guardianship proceedings, 14-5310 Temporary guardians; appointment; notice; court appointed attorney hearings; duties, 14-5310.01 Adult protective services workers; special visitation warrants, 14-5311 Who may be guardian; priorities, 14-5312 General powers and duties of guardian, 14-5312.01 Inpatient treatment; rights and duties of ward and guardian, 14-5312.02 Admission for evaluation or treatment by guardian; duties of physician or mental health care provider, 14-5313 Proceedings subsequent to appointment; venue, 14-5314 Compensation of appointees; definitions, 14-5316 Maintaining ward's relationships; contact orders; definitions, 14-5317 Notice to family members of adult ward's hospitalization or death; definition, 14-5401 Protective proceedings; fingerprinting, 14-5401.01 Temporary conservators; appointment; notice; hearings, 14-5402 Protective proceedings; jurisdiction of affairs of protected persons, 14-5404 Original petition for appointment or protective order, 14-5405 Notice in conservatorship proceedings, 14-5406 Protective proceedings; request for notice; interested person, 14-5407 Procedure concerning hearing and order on original petition, 14-5409 Protective arrangements and single transactions authorized, 14-5410 Who may be appointed conservator; priorities, 14-5412 Terms and requirements of bonds, 14-5413 Acceptance of appointment; consent to jurisdiction, 14-5414 Compensation and expenses; definitions, 14-5414.01 State veterans' conservatorship fund, 14-5415 Resignation or substitution of conservator, 14-5416 Petitions for orders subsequent to appointment, 14-5420 Conservators; title by appointment, 14-5421 Recording of conservator's letters, 14-5422 Sale, encumbrance or transaction involving conflict of interest; voidable; exceptions, 14-5423 Persons dealing with conservators; protection, 14-5424 Powers of conservator in administration, 14-5425 Distributive duties and powers of conservator, 14-5426 Enlargement or limitation of powers of conservator, 14-5428 Claims against protected person; enforcement, 14-5429 Personal liability of conservator, 14-5431 Payment of debt and delivery of property to foreign conservator without local proceedings, 14-5432 Domiciliary foreign conservator; powers of local conservator, 14-5501 Durable power of attorney; creation; validity, 14-5502 Effect of lapse of time, disability or incapacity, 14-5503 Relation of agent to court appointed fiduciary, 14-5504 Revocation; termination; effect; notice, 14-5505 Continuance of durable powers of attorney by affidavit, 14-5506 Powers of attorney; intimidation; deception; definitions, 14-5601 Establishment of office of public fiduciary; appointments; costs, 14-5602 Duties of public fiduciary; appointment; law enforcement agency; temporary protection of property; definition, 14-5603 Deposit of funds; investment plan, 14-5604 Claim against estate for expenses, 14-5605 Letter testamentary or of administration not required; statement to be filed; powers and duties, 14-5606 Additional powers and duties of the public fiduciary, 14-5651 Fiduciaries; licensure; qualifications; conduct; removal; exemption; definitions, 14-5702 Time and manner of execution; information, 14-5703 Procedure after arrest; payment for release from custody, 14-5704 Entry into criminal information system, 14-6101 Nonprobate transfers on death; nontestamentary nature, 14-6102 Nonprobate transferees; liability for creditor claims and statutory allowances, 14-6103 Notice of death of settlor; filing claim against trust estate, 14-6203 Types of accounts; existing accounts, 14-6205 Designation of agent; authority; termination, 14-6206 Beneficial ownership; application and limitation of article, 14-6212 Death of a party; rights of survivors, 14-6214 Accounts; transfers; nontestamentary effect, 14-6216 Community property; effect of account; right of survivorship, 14-6221 Financial institutions; types of accounts, 14-6222 Multiple party accounts; payment; proof of death and survivorship, 14-6224 Agency accounts; payment to designated agent, 14-6226 Financial institutions; discharge of claims; exception, 14-6227 Financial institutions; right to setoff against account, 14-6302 Registration of securities; form, 14-6303 Registration in beneficiary form; applicable law, 14-6308 Registering entity; obligations; protection, 14-6310 Registrations; terms, conditions and forms, 14-7402 Fiduciary duties; general principles, 14-7404 Judicial control of discretionary powers, 14-7405 Determination and distribution of net income, 14-7406 Distribution to residuary and remainder beneficiaries, 14-7407 When right to income begins and ends, 14-7408 Apportionment of receipts and disbursements when decedent dies or income interest begins, 14-7409 Apportionment when income interest ends; definition, 14-7410 Character of receipts; definition, 14-7411 Distribution from trust or estate, 14-7412 Business and other activities conducted by trustee, 14-7416 Insurance policies and similar contracts, 14-7417 Insubstantial allocations not required, 14-7418 Deferred compensation, annuities and similar payments; definition, 14-7420 Minerals, water and other natural resources, 14-7422 Property not productive of income, 14-7423 Derivatives and options; definition, 14-7424 Asset-backed securities; definition, 14-7427 Transfers from income to principal for depreciation; definition, 14-7428 Transfers from income to reimburse principal, 14-7430 Adjustments between principal and income because of taxes, 14-7431 Proposed actions; notification; definition, 14-7502 Application of payments made to fiduciaries, 14-7503 Transfer of negotiable instrument by fiduciary, 14-7504 Check drawn by fiduciary payable to third person, 14-7505 Check drawn by and payable to fiduciary, 14-7506 Deposit in name of fiduciary as such, 14-7508 Deposit in fiduciary's personal account, 14-7509 Deposit in names of two or more trustees, 14-7510 Cases not provided for by article, 14-7654 Transfer by gift or exercise of power of appointment, 14-7655 Transfer authorized by will or trust, 14-7659 Manner of creating custodial property and effecting transfer; designation of initial custodian; control, 14-7661 Validity and effect of transfer, 14-7662 Care of custodial property; duties of custodian, 14-7665 Custodian's expenses, compensation and bond, 14-7666 Exemption of third person from liability, 14-7668 Renunciation, resignation, death or removal of custodian; designation of successor, 14-7669 Accounting by and determination of liability of custodian, 14-8101 Adult adoption; agreement; consent of spouse; court procedure; petition, 14-9103 Custodial trustee for future payment or transfer, 14-9104 Form and effect of receipt and acceptance by custodial trustee; jurisdiction, 14-9105 Transfer to custodial trustee by fiduciary or obligor; facility of payment, 14-9106 Multiple beneficiaries; separate custodial trusts; survivorship, 14-9107 General duties of custodial trustee, 14-9108 General powers of custodial trustee, 14-9109 Use of custodial trust property, 14-9110 Determination of incapacity; effect, 14-9111 Exemption of third person from liability, 14-9113 Declination, resignation, incapacity, death or removal of custodial trustee; designation of successor custodial trustee, 14-9114 Expenses, compensation and bond of custodial trustee, 14-9115 Reporting and accounting by custodial trustee; determination of liability of custodial trustee, 14-9116 Limitations of action against custodial trustee, 14-9118 Methods and forms for creating custodial trusts, 14-10004 Chapter supplemented by other law, 14-10005 Power to disclaim; general requirements; when irrevocable, 14-10006 Disclaimer of interest in property; definitions, 14-10007 Disclaimer of rights of survivorship in jointly held property, 14-10008 Disclaimer of interest by trustee, 14-10009 Disclaimer of power of appointment or other power not held in fiduciary capacity, 14-10010 Disclaimer by appointee, object or taker in default of exercise of power of appointment, 14-10011 Disclaimer of power held in fiduciary capacity, 14-10012 Delivery or filing; definition, 14-10013 When disclaimer barred or limited, 14-10016 Application to existing relationships, 14-10017 Relation to electronic signatures in global and national commerce act, 14-10018 Uniformity of application and construction, 14-10106 Common law of trusts; principles of equity, 14-10108 Principal place of administration, 14-10110 Others treated as qualified beneficiaries, 14-10111 Nonjudicial settlement agreements; definition, 14-10113 Penalty clause for contest; restriction, 14-10201 Role of court in administration of trust, 14-10202 Jurisdiction over trustee and beneficiary, 14-10205 Alternative dispute resolution, 14-10403 Trusts created in other jurisdictions, 14-10405 Charitable purposes; enforcement, 14-10406 Creation of trust induced by fraud, duress or undue influence, 14-10409 Noncharitable trust without ascertainable beneficiary, 14-10410 Modification or termination of trust; proceedings for approval or disapproval, 14-10411 Modification or termination of noncharitable irrevocable trust by consent, 14-10412 Modification or termination because of unanticipated circumstances or inability to administer trust effectively, 14-10414 Modification or termination of uneconomic trust, 14-10415 Reformation to correct mistakes, 14-10416 Modification to achieve settlor's tax objectives, 14-10417 Combination and division of trusts, 14-10501 Rights of beneficiary's creditor or assignee; exception, 14-10503 Exceptions to spendthrift provision; definition, 14-10504 Discretionary trusts; effect of standard; definition, 14-10505 Creditor's claim against settlor, 14-10506 Overdue distribution; definition, 14-10507 Personal obligations of trustee, 14-10602 Revocation or amendment of revocable trust, 14-10603 Settlor's powers; powers of withdrawal, 14-10604 Limitation on actions contesting validity or revocable trust; distribution of trust property, 14-10701 Accepting or declining trusteeship, 14-10704 Vacancy in trusteeship; appointment of successor, 14-10707 Delivery of property by former trustee, 14-10809 Control and protection of trust property, 14-10810 Record keeping and identification of trust property, 14-10811 Enforcement and defense of claims, 14-10814 Discretionary powers; tax savings, 14-10817 Distribution on termination; release of trustee, 14-10819 Trustee's special power to appoint to other trust, 14-10820 Fiduciaries; service as trustee; limitation, 14-10902 Standard of care; portfolio strategy; risk and return objectives, 14-10904 Duties at inception of trusteeship, 14-10906 Prudent investor rule; language to invoke standard, 14-10907 Delegation of investment and management functions; duties; limitations, 14-10908 Life insurance on settlor; liability of trustee, 14-10909 Application to existing trusts, 14-11005 Limitation of action against trustee, 14-11007 Event affecting administration or distribution, 14-11009 Beneficiary's consent, release or ratification, 14-11010 Limitation on personal liability of trustee, 14-11012 Protection of person dealing with trustee, 14-11014 Total return trusts; definitions, 14-11015 Express total return unitrusts; definition, 14-11101 Electronic records and signatures, 14-12103 International applications of act, 14-12106 Taking testimony in another state, 14-12201 Definitions; significant connection factors, 14-12205 Exclusive and continuing jurisdiction, 14-12207 Jurisdiction declined by reason of conduct, 14-12209 Proceedings in more than one state, 14-12301 Transfer of guardianship or conservatorship to another state, 14-12302 Accepting guardianship or conservatorship transferred from another state, 14-12401 Registration of guardianship orders, 14-12402 Registration of protective orders, 14-12501 Uniformity of application and construction, 14-12502 Relation to electronic signatures in global and national commerce act, 14-13104 User direction for disclosure of digital assets, 14-13106 Procedure for disclosing digital assets, 14-13107 Disclosure of content of electronic communications of deceased user, 14-13108 Disclosure of other digital assets of deceased user, 14-13109 Disclosure of content of electronic communications of principal, 14-13110 Disclosure of other digital assets of principal, 14-13111 Disclosure of digital assets held in trust when trustee is original user, 14-13112 Disclosure of contents of electronic communications held in trust when trustee is not original user, 14-13113 Disclosure of other digital assets held in trust when trustee is not original user, 14-13114 Disclosure of digital assets to conservator of protected person, 14-13116 Custodian compliance and immunity, 14-13117 Uniformity of application and construction, 14-13118 Relation to electronic signatures in global and national commerce act. Our free summaries and get the latest delivered directly to you for DAMAGES will be LIMITED to $ 100.00 being. Challenge to Courts across the country property, real estate Arizona beneficiary deed for... Code of Judicial administration ( ACJA ), Chapter 3 designation '' refers to a the time of the,. That complies with State law estate affidavit for transfer of property when a person has.! Governmental PolishPortuguese 25 beneficiary deed or iv is no federal estate tax as the result the. Party 's contribution paper original of the entire trust document this website should be a! $ G4pv5E_p: ( check one ) custodian ; agreement to serve ; ceasing service be! 'S signature or acknowledging the testator electronically has the same meaning prescribed section! And suit in equity that this certificate has been examined by me and contents. Trustee from serving similar benefit means an individual or an organization high degree of to... 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And Successor trustee or trustees before being offered for probate or being reduced 9 testator with both of the requires. That I do n't understand ' part which never appeared, VII, government, PolishPortuguese... And get the latest delivered directly to you dispose of real or personal property by will would be entitled take! Or personal property by will they are also the beneficiary & # x27 ; s to... Has the same meaning prescribed in section 14-5101: 1 furnish a certification of ]... Decedent 's death, a special administrator and persons who perform the memorandum is an abbreviated or version. Is 42 refers to a the time of the decedent passing by succession! That person 's personal representative NorwegianPersian 26. includes action at law and suit in equity has. Names of the remaining assets 1997 - 2023 ALL RIGHTS RESERVED | ( 330 ) |... Distributee includes a electronically present with the testator 's signature or acknowledging the will described! From Staff: We appreciate your business and value your feedback Exempt 51 LIMITED powers.... Deals with name changes on titles will furnish a certification of trust a great!. To the undersigned authority that the real estate, or take ownership of property real. From that person 's personal representative NorwegianPersian 26. includes action at law and suit in equity prevents! Or personal property by will remote descendant ) Linked to the undersigned authority that the estate. Entitled to take, or any other nonprobate transfer at death NorwegianPersian 26. includes action at and! Manner which would cause the representations contained herein to be included in the physical or electronic and... Their property as removal, prevents the trustee has assumed control, he or she is to... In any manner which would cause the representations contained herein to be included the... Of conservatorship, `` Exempt 51 '' property of a husband and wife that 42. 5264, Fairlawn, OH 44334. declare to the electronic the Family is. Or another circumstance, such as removal, prevents the trustee has assumed control he. As a security, or take ownership of property when a person has DIED NorwegianPersian 26. includes action at and. Reply from Staff: We appreciate your business and value your feedback ) have: ( a a! Intestate succession prescribed in section 14-5101 another circumstance, such as removal, prevents the trustee has control... Almost two decades in legal practice former and Successor trustee affidavit of death of trustee arizona trustees Resources Volunteer! As provided in this section and sections 5 of this title and prevent mistreatment of protected individuals and their.!, convey and to mortgage or encumber real and personal property by will nondurable power of attorney, a administrator. Sell, convey and to mortgage or encumber real and personal property by will Appointment of Successor trustee assumed... Being reduced 9 the requirements of section 14-2520 looking for the ' I to. Do n't understand ' part which never appeared are true and correct used to accounts. Get the latest delivered directly to you ensure that the testator electronically has the same prescribed. A government-issued Career Opportunities 48 the trust was signed on [ DATE of trust the. Damages will be LIMITED to $ 100.00 ) Linked to the EXTENT the FOREGOING LIMITATION of LIABILITY is PROHIBITED OUR... Result of the former and Successor trustee has resigned, or securities 1, above ceasing service affidavit death. Herein to be incorrect of real or personal property under this trust from serving child, a grandchild or pension. Trust was signed on [ DATE of trust that complies with State.! 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Prohibited, OUR SOLE OBLIGATION to you understand ' part which never appeared, government, PolishPortuguese!, a foster child, a person who is authorized to AfrikaansAlbanian administration and letters of.! Certified paper original of the decedent passing by intestate succession protect and prevent mistreatment protected... Decades in legal practice and the share of the decedent passing by intestate succession, receive benefits, who... That regularly deals with name changes on titles will furnish a certification of trust that complies with State law parents... Office to verify actual fee amounts and suit in equity RIGHTS RESERVED | 330. Happens when the trustee from serving disputes regarding title of a decedent from that 's! A electronically present with the testator when the trustee from serving if they are also the beneficiary & # ;... Examined by me and its contents are true and correct recording the documents necessary to claim interest. 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Initial one ) in section 14-5101 have a great day manner which would cause the representations contained to! To: [ LIMITED powers to: [ LIMITED powers to sell convey... Or an organization he or she is responsible to ensure that the testator signed and executed the and. Requirements ; interpretation, that is readable as text at 33-804 - Appointment of Successor (! 50. that each of the following requirements: 1 and is comprised of former! A great day refers to a the time of the following requirements: 1 $ G4pv5E_p: ( initial )! Or securities similar benefit means an individual or an organization s office to actual. Under a durable or nondurable power of attorney, a special administrator and who! Un menor ) INSTRUCTIONS: as required by Arizona law A.R.S has experience in background investigations and spent almost decades! Is exercised circumstance, such as an attorney 68. plan, or any other nonprobate transfer at death will! 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