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What is a Personal Representative?

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Checklist

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Letters

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Estate Planning: Property Ownership

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Who Gets Grandma’s Yellow Pie Plate? Transferring Non-titled Property

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Power of Attorney over Protected Person or Minor Child

Power of Attorney over Protected Person or Minor Child

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Notice and Information to Heirs and Divisees

 

INSTRUCTIONS: MONTANA NOTICE AND INFORMATION TO HEIRS AND DEVISEES 

 

 

The form discussed in this article is used by the personal representative of a Montana estate to give notice of its administration to all persons who have or may have interest in the estate. This document can be obtained from the website maintained by the Montana Courts system.

 

Montana Notice And Information To Heirs And Devisees Step 1: On the first blank line, enter your name.

 

Montana Notice And Information To Heirs And Devisees Step 2: On the next blank line, enter your street address.

 

Montana Notice And Information To Heirs And Devisees Step 3: On the next blank line, enter your city, state and zip code.

 

Montana Notice And Information To Heirs And Devisees Step 4: On the next blank line, enter your telephone number, including the area code.

 

Montana Notice And Information To Heirs And Devisees Step 5: On the next blank line, enter the number of the district in which your county is located.

 

Montana Notice And Information To Heirs And Devisees Step 6: On the next blank line, enter the name of your county.

 

Montana Notice And Information To Heirs And Devisees Step 7: On the next blank line, enter the name of the deceased.

 

Montana Notice And Information To Heirs And Devisees Step 8: On the first blank line of line 1, enter the name of the decent.

 

Montana Notice And Information To Heirs And Devisees Step 9: On the next two blank lines, enter the date of death and the last two digits of the year in which death occurred.

 

Montana Notice And Information To Heirs And Devisees Step 10: On the first two blank lines of line 3, enter the name and address of the personal representative.

 

Montana Notice And Information To Heirs And Devisees Step 11: On the next three blank lines, enter the date, month and last two digits of the year in which the personal representative was appointed.

 

Montana Notice And Information To Heirs And Devisees Step 12: On line 4, enter the number of the district court, as well as its county and city.

 

Montana Notice And Information To Heirs And Devisees Step 13: On line 5, provide the date, month and last two digits of the year, then sign the form where indicated.

 

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Estate Planning: Wills

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Form 285 General Disclosure/Representation Authorization Form (replaces 72-0105)

Form 285 General Disclosure/Representation Authorization Form (replaces 72-0105)

 

INSTRUCTIONS: ARIZONA GENERAL DISCLOSURE/REPRESENTATION AUTHORIZATION FORM (Form 285)

 

 

To authorize an appointee to discuss and receive confidential information pertaining to Arizona tax matters, a form 285 should be used. This document can be obtained from the website maintained by the Arizona Department of Revenue.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 1: The first section concerns the taxpayer. Enter their name in the first box.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 2: Enter the taxpayer's spouse's name, if applicable, in the second box.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 3: Enter the taxpayer's present name and address, as well as their daytime phone number. Provide all applicable identifying numbers on the right.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 4: The second section concerns the appointee. Enter their name, present address, daytime phone number, and the applicable identifying numbers.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 5: The third section concerns the type of tax matters you are authorizing your appointee to receive confidential materials pertaining to.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 6: Additional authorizations are documented in the fourth section.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 7: Check the box in the fifth section if you wish to authorize your appointee with power of attorney.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 8: If you wish to revoke an earlier authorization, check the box on the sixth section.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 9: The seventh section should only be completed if you are a corporation with a controlled subsidiary.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 10: The eighth section requires the taxpayer's signature, which should be entered on the first blank line.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 11: Print the taxpayer's name on the second blank line.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 12: Enter the taxpayer's title on the third blank line.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 14: If authorization was granted in the fourth and fifth sections, the appointee is required to enter their signature in the table provided at the bottom of the page, as well as entering the date, the jurisdiction, and indicating their designation with a check mark.

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Revocation of Power of Attorney

Revocation of Power of Attorney

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