
Last updated: 12/29/2016
Order Of Appointment Of Permanent Guardian And Conservator Of Minor {PBGCM81f}
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Description
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 FOR CLERK'S USE ONLY Respondent SUPERIOR COURT OF ARIZONA IN MARICOPA COUNTY In the Matter of the Guardianship and Conservatorship of Case Number: PB ORDER OF APPOINTMENT OF A PERMANENT GUARDIAN AND CONSERVATOR for a MINOR Name of Minor(s) Warning: Appointment is not effective until the Letters of Appointment have been issued by the Clerk of the Superior Court. The Court has read the sworn "Petition for Appointment of a Guardian and Conservator for A Minor" and held a hearing to determine whether the Court should enter the Order requested in the Petition. THE COURT FINDS: A. B. Petitioner is entitled to file the petition under Arizona law, A.R.S. 14-5303(A) and 14-5404(A); Petitioner has given "Notice of Hearing" as required by law or "Notice of Hearing" was waived by all interested parties; Venue in this county is proper; C. D. GUARDIANSHIP AND CONSERVATORSHIP: 1. 2. The above-captioned minor is an unmarried person born on All parental rights of custody have been terminated or suspended by prior court order, written consent of the parent or other circumstances. No guardian of the minor has been appointed by Will or any order of any court, and no other proceedings for the appointment of a guardian are pending in any other court. The welfare and best interests of the minor require the appointment of a guardian. A fingerprint report has been reviewed and the Court has concluded that it contains nothing to prevent the appointment or no fingerprint report was required. PBGCM81f - 041216 Page 1 of 4 American LegalNet, Inc. www.FormsWorkFlow.com © Superior Court of Arizona in Maricopa County ALL RIGHTS RESERVED Case No._________________ 3. Appointment of a conservator is necessary because the minor owns money or property that requires management or protection which cannot otherwise be provided or has or may have business affairs which may be jeopardized or prevented by his minority, or the minor needs funds for his or her education and protection is necessary or desirable to obtain or provide funds. (Name) 4. is qualified to serve as guardian and conservator for the minor. IT IS ORDERED: (check the boxes that apply) 1. APPOINTMENT OF GUARDIAN AND CONSERVATOR: The Court appoints: (Name) as Guardian and Conservator for the Minor named in the caption above. 2. BOND: OR The Guardian and Conservator must file a bond in the amount of $ with the Clerk of the Court, Probate Registrar before issuance of the letters. Bond is not required and is waived. 3. ISSUANCE OF LETTERS: Upon filing the bond, "Letters of Guardianship and Conservatorship of a Minor" shall be issued by the Clerk of the Court, Probate Registrar, SUBJECT TO THE FOLLOWING RESTRICTIONS: 4. RESTRICTED ACCOUNT: Funds shall be deposited into an interest bearing, federally insured restricted account at a financial institution engaged in business in Arizona. The account should be titled: "The Estate of (name of minor), a Minor, by (name of conservator), Conservator." No withdrawals of principal or interest may be made without certified order of the superior court. Unless otherwise ordered by the court, reinvestment may be made without further court order so long as funds remain insured and restricted in this institution at this branch. (Arizona Rules of Probate Procedure, (A.R.P.P.) Rule 22 (C) 2). The Conservator may only hold funds in a depository which agrees to be bound by the terms of this Order and to make written proof of its agreement to be bound, including such proof of the account, the account number, the amount of the deposit, the notarized signature of the depository branch manager, and the agreement not to permit any withdrawal unless it is first provided with a certified copy of this Court's order permitting the withdrawal. The following funds/accounts shall be restricted: a. THE PERSON RESPONSIBLE for establishing the restricted account(s) and filing the proof required within 30 days of this order is: the Conservator the Attorney for Conservator the Attorney for the minor © Superior Court of Arizona in Maricopa County ALL RIGHTS RESERVED the Attorney for the insurance company PBGCM81f - 041216 Page 2 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Case No._________________ b. ESTABLISHING AN ANNUITY CONTRACT: The conservator and/or counsel shall file with the Court proof of purchase of the annuity in the form of a copy of the annuity contract and proof of the carrier's agreement to abide by the terms of this Order within thirty (30) days. 5. RESTRICTED REAL PROPERTY (real estate/land): No restricted realty shall be leased for a period of more than one year, sold, encumbered or conveyed without prior court order. The following property or properties shall be restricted: PROOF OF RECORDED RESTRICTION: The Conservator is responsible for filing proof of recorded restriction with the Court within 30 days of this Order. 6. ACCEPTANCE OF LETTERS: The Guardian-Conservator shall sign the "Acceptance of the Letters" under oath or by affirmation, and file the Acceptance with the Clerk of the Court, Probate Registrar. 7. INVENTORY and CREDIT REPORT: Within 90 calendar days of this date, the Conservator must prepare and file with the Clerk of the Court a detailed inventory of the protected person's assets indicating fair market value, as required by A.R.S. § 14-5418, and attach to the inventory a copy of the protected person's credit report that is dated within ninety days before the filing of the inventory, OR "Inventory" and Credit Report are waived and are not required to be filed with the court. 8. ESTATE BUDGET: Within 90 calendar days of the appointment date, the Conservator must prepare and file with the Clerk of the Court a detailed budget for the current year. A new budget must be prepared and filed with the Annual Accounting for each year thereafter. (A.R.P.P. Rule 30.3) 9. STATEMENT OF SUSTAINABILITY: Within 90 calendar days of the appointment date, the Conservator must provide the court with an estimate as to whether the assets available to the Conservator are enough to meet the expenses of the protected person for the duration of time the protected person is expected to need care or fiduciary services. (A.R.P.P. Rule 30.2) 10. ANNUAL ACCOUNTING OF CONSERVATOR: The Conservato
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