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.
The form covers a wide range of asset categories. You must list all of the following:
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.
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.
| Question | Answer |
|---|---|
| Form Name | Court Inventory Form |
| Form Length | 4 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 1 min |
| Other names | court inventory, nys inventory of assets form, surrogate's court inventory of assets, new york inventory of assets |
