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A.R.S. § 14-3505

Court Orders and Closing a Supervised Estate

Verified April 4, 202657th Legislature, 1st Regular Session

In a supervised administration, the court can issue interim orders at any time. This includes partial distributions. The personal representative must file annual accounts with the court. They also submit a final accounting when closing the estate.

Title 14, PROBATE OF WILLS AND ADMINISTRATION

azleg.gov

Interim Orders and Partial Distributions

Supervised administration does not mean everything waits until the very end. The court can issue orders throughout the process. If the personal representative or any interested person requests it, the court may authorize partial distributions.

The court may also approve specific transactions or grant other relief while the estate stays open.

Interim orders approving or directing partial distributions or granting other relief may be issued by the court at any time during the pendency of a supervised administration on the application of the personal representative or any interested person.

A.R.S. § 14-3505(A)

The estate closes through the same process used for other estates under A.R.S. 14-3931. The same notice rules and time limits apply. The court does not keep the estate open without reason.

Annual Accounting Is Required

Supervised administration requires regular reporting to the court. The personal representative must file an account at least once per year.

A supervised personal representative shall file an account with the court not less than annually during his administration, and on closing shall file a final account to be approved under section 14-3931.

A.R.S. § 14-3505(B)

The personal representative must send a copy of each intermediate account to all interested parties. They must also include notice of the hearing.

The court can require a physical check of estate assets. After notice and hearing, the court may approve an intermediate account. That order settles the representative's liabilities for the matters it covers.

On closing, the personal representative files a final account for court approval. If the personal representative resigns or is removed, they must also file an accounting at that point.

14-3505. Supervised administration; interim orders; distribution and closing orders; annual accounts; accounting on closing A. Unless otherwise ordered by the court, supervised administration is terminated by order in accordance with time restrictions, notices and contents of orders prescribed for proceedings under section 14-3931. Interim orders approving or directing partial distributions or granting other relief may be issued by the court at any time during the pendency of a supervised administration on the application of the personal representative or any interested person. B. A supervised personal representative shall file an account with the court not less than annually during his administration, and on closing shall file a final account to be approved under section 14-3931. He shall also account to the court on resignation or removal. Subject to appeal or vacation within the time permitted, an order made on notice and hearing allowing an intermediate account of a personal representative adjudicates his liabilities concerning matters considered in connection therewith. A copy of the intermediate account must be sent to all interested parties along with notice of hearing on the account. In connection with any account, the court may require the personal representative to submit to physical check of the estate in his control, to be made in any manner the court may specify.

This page provides general legal information about Arizona statutes and is not legal advice. For guidance on how this law applies to your situation, speak with a qualified attorney.

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