Court Inventory PDF Details

How many times have you been in a courtroom and wondered, "What is all of this stuff for?" There are so many items on the wall or in the corner that you don't know what they do. You may not even be able to tell if there is something missing from the room. The following blog post will help explain what some of these items mean and why they may be used during your day at court. The Court Inventory will take an in-depth look into how courts work and what it means to go through a trial when everything happens inside a courtroom.

You can definitely find it helpful to know the amount of time you'll need to fill in this court inventory and how lengthy this document is.

QuestionAnswer
Form NameCourt Inventory
Form Length4 pages
Fillable?Yes
Fillable fields122
Avg. time to fill out25 min 28 sec
Other namesinventory assets new york, court form inventory, ny inventory of assets, form list inventory

Form Preview Example

SURROGATE’S COURT OF THE STATE OF NEW YORK

 

COUNTY

In The Matter of the Estate of

LIST OF ASSETS/INVENTORY

 

 

(Rule §207.20(a))

_______________________________

 

 

 

Deceased.

FILE NUMBER ________________________

The undersigned, a fiduciary or an attorney for the above estate, certifies that the following recapitulation constitutes the gross estate (for tax purposes) of the above decedent. The following documents are attached:

[ ] a detailed list of assets; or a copy of one of the following: [ ] Form ET-90; [ ] Form TT-385; [ ] Form 706 or Form 706NA.

IF FORM ET-90 IS ATTACHED, ALL RIGHTS TO SECRECY UNDER TAX LAW §994 ARE WAIVED

Date of Death: __________________ Date of Letters: _________________ Type of Letters: _________________________

Name of Each Fiduciary: _____________________________________________________________________________________

(Address, if changed): _______________________________________________________________________________

RECAPITULATION OF

 

Non-Probate, Joint

Individually Owned By

ATTACHED SCHEDULES:

 

or Trust Property

Decedent or Payable to

 

 

 

 

 

Estate

A.

Real Estate

 

$

_________________

$ _________________

B.

Stocks and Bonds

 

_________________

_________________

C.

Mortgages, Notes, Cash, etc.

 

_________________

_________________

D.

Insurance on Decedent’s Life

 

_________________

_________________

E.

Jointly Owned Property

 

_________________

_________________

F.

Miscellaneous & Trust Property

 

_________________

_________________

G.

Transfers During Decedent’s Life

 

_________________

_________________

H.

Powers of Appointment

 

_________________

_________________

I.

Annuities

 

 

_________________

_________________

 

TOTALS

 

$

_________________

$ _________________

Cause of Action Pending for

 

Filing Fee Under §2402(7)

_________________

Wrongful Death or Conscious

 

Filing Fee Initially Paid

_________________

Pain and Suffering:

 

 

Balance (Refund) Due

_________________

Amount Claimed

$________________

 

 

 

 

 

 

 

Certified to be true on ______________, 20_____

 

ATTORNEY

 

 

 

 

Name: ______________________________

 

________________________________________

Address: ____________________________

 

Signature

 

______________________________

 

________________________________________

Phone: ______________________________

 

Print Name

I-1

5/2013

 

 

 

 

GROSS ASSETS

(Attach Additional Page If Necessary)

A.

REAL ESTATE (Individually owned property)

 

 

Description

Date of Death Value

____________________________________________

_______________________________

____________________________________________

_______________________________

____________________________________________

_______________________________

B.

STOCKS AND BONDS (Individually Owned)

 

 

Description, Including Face Amount of Bonds

 

 

and Number of Shares

 

Date of Death Value

____________________________________________

___________________________________

____________________________________________

___________________________________

____________________________________________

___________________________________

C. MORTGAGES, NOTES AND CASH (Including Bank Deposits) (Jointly owned property should be reported at E and trust property at F)

Description

Date of Death Value

____________________________________________

____________________________________

____________________________________________

____________________________________

____________________________________________

____________________________________

D. INSURANCE ON DECEDENT’S LIFE

(1)Payable to Estate

Description

Date of Death Value

_________________________________________

_________________________________

_________________________________________

_________________________________

(2)

Payable to Named Beneficiary

 

Description

Date of Death Value

_________________________________________

__________________________________

_________________________________________

__________________________________

E.JOINTLY OWNED PROPERTY (Real and Personal Property)

(1)Real Estate

 

 

Joint

 

Description

Tenant

Date of Death Value

________________________________

_________________

_______________________

________________________________

_________________

_______________________

(2)

Stocks and Bonds

 

 

 

 

Joint

 

Description

Tenant

Date of Death Value

________________________________

_________________

________________________

________________________________

_________________

________________________

(3)Mortgages, Notes and Cash

 

Joint

 

Description

Tenant

Date of Death Value

________________________________

_________________

_________________________

________________________________

_________________

_________________________

F.OTHER MISCELLANEOUS PROPERTY

(1)Individually Owned

Description

 

Date of Death Value

________________________________

__________________

_________________________

________________________________

__________________

_________________________

(2)Firearms (Check appropriate box)

[

] Yes, see attached Firearms Inventory Form

Date of Death Value

[

] None

___________________________________

(3)Assets Passing to the Estate from Employment

 

Description

Date of Death Value

____________________________________________

___________________________________

____________________________________________

___________________________________

 

(4)

Trust Property

 

 

Description

Date of Death Value

____________________________________________

___________________________________

____________________________________________

___________________________________

G.

TRANSFERS DURING DECEDENT’S LIFE

 

 

Description

Date of Death Value

_____________________________________________

___________________________________

_____________________________________________

___________________________________

H.

POWERS OF APPOINTMENT

 

 

Description

Date of Death Value

_____________________________________________

___________________________________

_____________________________________________

___________________________________

I.

ANNUITIES

 

 

Description

Date of Death Value

_____________________________________________

___________________________________

_____________________________________________

___________________________________

CAUSE OF ACTION for decedent’s wrongful death and for conscious pain and suffering, as well as any other type of action.

 

Court in which

Index

Amount

Description

Action Pending

Number

Demanded

__________________

____________________

_______________

_________________

__________________

____________________

_______________

_________________

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Note the appropriate particulars in (Address, RECAPITULATION OF ATTACHED, Real Estate, Stocks and Bonds, Non, Probate Individually Owned By Decedent or, Mortgages, Insurance on Decedent, s Life, Jointly Owned Property, Miscellaneous & Trust Property, and Transfers During Decedent, s Life area.

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You'll be required to type in the data to let the platform fill in the field Transfers During Decedent, s Life, Powers of Appointment, Annuities, TOTALS, Cause of Action Pending for, ATTORNEY, Name:, Filing Fee Under 2402, 7 Filing, Certified to be true on, and Signature.

Finishing nys inventory of assets form step 3

For paragraph STOCKS AND BONDS (Individually, and Description, indicate the rights and responsibilities.

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Review the fields MORTGAGES, Description, and Date of Death Value and next fill them in.

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