Rule 4.18 - Review of Pending Decedents Estates; Status Report(A) Completion; Verification. At the time a personal representative or special administrator is appointed, the Court will order the fiduciary to file a status report between 60 and 30 days before the second anniversary of the appointment and set a review hearing on the non-appearance calendar to review any status report filed by the fiduciary or the fiduciary's counsel.(B) Status Report. The status report must include the following: (1) Reasons why the estate has not been closed;(2) Tasks remaining to be completed;(3) Distributions to beneficiaries;(4) Inventory of assets remaining;(5) Status of insurance and taxes on assets, if applicable;(6) Name and address of unpaid creditors including amounts owed; and(7) Estimated time for completion of the estate administration. The personal representative must mail a copy of the status report to all interested persons no later than 30 days before the review hearing and must file proof of notice with the Court.
(C) Early Completion. The procedure described in Pima County Local Rule 4.19 must be followed on each subsequent anniversary of the appointment until the estate is closed unless otherwise ordered by the Court. If the estate is closed before any status date, the status and compliance hearing dates shall be vacated.(D) Noncompliance. For failure of the fiduciary or the fiduciary's counsel to comply with this rule, a judge or commissioner of the probate division may make such order as permitted by law, including, but not limited to, the following: (1) removal of the fiduciary(2) taxation of costs and/or attorneys' fees then or subsequently incurred; or(3) imposition upon either counsel or the fiduciary of further sanction or penalty provided by statute, rule or authority of the Court, including contempt of court.L. R. Prac. Sup. Ct. 4.18
Added effective 7/1/2018.