The Arizona 74 form, officially known as the Report of Personal Representative of Decedent, is a crucial document for estate administration in Arizona. It provides a comprehensive summary of the decedent's estate, including assets and liabilities, and must be submitted to the Arizona Department of Revenue. Completing this form accurately is essential for ensuring compliance with state tax regulations and facilitating the probate process.
The Arizona Form 74, officially known as the Report of Personal Representative of Decedent, is a crucial document that must be completed and submitted to the Estate Tax Unit of the Arizona Department of Revenue. This form serves to provide a comprehensive overview of a decedent's estate, including vital information such as the decedent's name, social security number, date of death, and residence. It is essential to indicate whether the submission is an original or amended report. The form requires the personal representative to detail the estate's federal identification number and probate number, if applicable. Additionally, it outlines the total value of the estate, broken down into categories such as real estate, bank deposits, securities, and other assets. A copy of the death certificate must accompany the original report. The form also includes a section for requesting estate tax waivers and emphasizes the importance of accuracy by requiring a declaration under penalty of perjury. Completing this form correctly is vital for ensuring compliance with Arizona tax laws and facilitating the smooth administration of the decedent's estate.
ARIZONA FORM
Report of Personal Representative of Decedent
74
This report must be completed and returned to:
Estate Tax Unit, Arizona Department of Revenue,1600 W Monroe, Room 610, Phoenix AZ 85007-2650
For assistance call: (602) 542-4643 or (800) 352-4090 (nationwide toll free)
You may also visit our web site at: www.revenue.state.az.us
CHECK ONE
Original
Amended
Please Print or Type
Estate's federal identification number
Name of decedent (last, first, middle initial)
Decedent's social security number
Date of death
Residence of decedent (city or town, state, and ZIP code)
Probate number (if any)
County of Probate Court
Personal representative
Address
City
State
ZIP code
Attorney
Attach a copy of the death certificate if this is an original report.
Section I
Summary of Estate
Complete Section III first. Enter values below. (See instructions)
Arizona
Other Than Arizona
A. Real estate
$
B. Bank deposits
C. Securities
D. Other assets (household furnishings,
automobiles, other personal property)
E. Insurance
Total value of the estate
(Add A through E)
Is a federal estate tax return (Form 706 or 706NA) being filed?
NO
YES
Section II
Documents Requested
Indicate the type of waiver(s) you are requesting
Estate tax waiver (Real Estate)
Estate tax waiver (Probate)
Section III
Estate Assets
Use a continuation sheet if more space is needed
A. Real Estate - Market value at date of death of all real estate in Arizona. $ _______________________.
List legal description(s) of real estate in Arizona. Indicate county and if held as separate or joint tenancy. This can be found on the deed to the property or on the notice of valuation from the county assessor's
office. NOTE, BE SURE TO INCLUDE THE LOT NUMBER AND SUBDIVISION NAME.
ADOR 06-0034 (99)
Complete page 2
Form 74 Page 2
B. Bank Deposits - List accounts in financial institutions.
Name of bank or other institution
Type of account
Balance at date of death
Total Value
$ __________________
C. Securities - List all stocks, bonds, and other securities that were owned by the decedent.
Name of company
Number of shares
Value at date of death
D. Other Assets - List other assets (household furnishings, motor vehicles, and other personal property).
E. Insurance - Insurance on decedent's life (owned by the decedent).
Total Value $ __________________
Under penalty of perjury, I declare that I have examined this report, including any accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.
Personal Representative / Surviving Joint Tenant / Attorney
Name (typed or printed)
Social security number or federal employer identification number
Signature of representative
Date
Phone number
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