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Fiduciary and Estate Tax

Attorneys, personal representatives or fiduciary of a trust or estate can request a Certificate of Taxes from Arizona Department of Revenue based on any of the following:

  • the estate's Arizona taxable income for the tax year is $1,000 or more;
  • the trust's Arizona taxable income for the tax year is $100 or more;
  • the estate or trust's gross income for the tax year is $5,000 or more, regardless of the amount of the taxable income.

 

To obtain a Certificate of Payment of Taxes, ALL of the following documents must to be mailed to the Arizona Department of Revenue at the address link below.

  • The Court letter, NOTICE OF INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE for the deceased 
  • A completed and signed Arizona Form 210 Notice of Assumption of Duties in a Fiduciary Capacity
  • The final Arizona Form 141AZ Arizona Fiduciary Income Tax Return*

 

*The tax returns should to be up-to-date or a notarized affidavit needs to be submitted stating the reason for the missing return(s) for current or previous tax years (past four years).

 

Contact Us For More Information

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FIDUCIARY FORMS

 

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Arizona Department of Revenue
(602) 255-3381
1600 West Monroe Street
Phoenix, AZ 85007
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