Court Inventory Form PDF Details

A court inventory form documents every asset held in a decedent's estate for the Surrogate's Court of New York. Fiduciaries and attorneys complete this form to declare the gross estate for tax and probate purposes.

What Assets Belong on the Court Inventory Form

The form covers a wide range of asset categories. You must list all of the following:

Supporting Schedules and Tax Forms

Along with the court inventory form, you may need to attach additional schedules. Form ET-90 covers New York estate tax. Form TT-385 addresses taxable transfers. IRS Form 706 or Form 706NA applies to federal estate tax obligations. Each schedule covers a specific category of assets or a particular tax treatment.

Who Must Complete the Court Inventory

Any fiduciary appointed to administer a New York estate must file a court inventory form. This includes executors named in a will and court-appointed administrators. The fiduciary certifies that all listed assets are accurate and complete. For complete estate planning, you may also benefit from a last will and testament or a small estate affidavit to document the full scope of the estate.

QuestionAnswer
Form NameCourt Inventory Form
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namescourt inventory, nys inventory of assets form, surrogate's court inventory of assets, new york inventory of assets

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