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Pima Arizona Form 3903: What You Should Know

Article 5.5.4.7; Right of Retainer Article 3.10.4.1, 5.9.3.5.7.3; Declaration of Intention to Make the Will in Effect; Declaration of Intent to Sign the Will to Make the Will in Effect Article 3.10.4.1, 5.9.3.5.7.1; Declaration of Intent to Sign the Will to Change the Will 14-2108; Declarations (in-transit) for estate tax purposes of will, codicil, or other irrevocable instrument (exceptions) of personal representatives 14-3650, 36-3953, 6-10, 6-13; Uniform Transfers to Minors Act.(for use of the State's Uniform Transfers to Minors Act.) Form 3903, Moving Expenses (see below). 4020, Annual Reports; Annual Exhibits (see following.) • Form 3903, General Information Form. • Form 3903-A, Transfer of Personal Property, and accompanying Statements of Account for Annual Reports of Expenses, and accompanying Statements of Receipt of Transfers, (see below), may not be used for certain types of property transfers (see 4020) that are more than three years old. Also, Form 3903-A, Transfer of Personal Property, and accompanying Statements of Account for Annual Reports of Expenses, and accompanying Statements of Receipt of Transfers, may not be used for certain types of property transfers that are more than three (3) years old. 4022, Annual Reports and Exhibit for Annual Report; Annual Exhibits. • Annual Reports. The annual report shall include a written statement that is not more than thirty (30) days prior to the date of the next annual report, and shall contain information about property transferred during the year. • Affidavit of Exclusion of Liability. The annual report shall include an Affidavit of Exclusion of Liability to the California and Federal Probate Tribunals, California Secretary of State, and Secretary of the State. The Affidavit of Exclusion of Liability shall include information such as, if any, liability was withheld from the final asset transfer statements (form 3903), as well as any other documents that the Secretary of State requires in a form in compliance with this code. • Affidavit/Statement of Exaction.

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