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

How to Edit Court Inventory Online for Free

FormsPal's PDF editor lets you complete the court inventory form online without printing or mailing. Follow these steps to fill it out correctly.

Step 1: Open the Court Inventory Form

Click the orange "Get Form Now" button at the top of this page. The form opens instantly in the PDF editor without any software to download.

Step 2: Enter the Asset Details

Fill in each section of the court inventory form that applies to the estate. Complete the fields for Mortgages, Notes, and Cash; Insurance on Decedent's Life; Jointly Owned Property; Miscellaneous Trust Property; Transfers During Decedent's Life; Powers of Appointment; and Annuities. Enter totals in the TOTALS row.

entering details in nys inventory of assets form part 1

Step 3: Identify the Responsible Party

Fill in the Name, Address, and Phone fields. Add the Signature and Print Name to certify the accuracy of all listed estate assets. The attorney filing the form must also complete the ATTORNEY section and the Filing Fee fields.

nys inventory of assets form Mortgages Notes Cash etc, Insurance on Decedents Life, Jointly Owned Property, Miscellaneous Trust Property, Transfers During Decedents Life, Powers of Appointment, Annuities, TOTALS, Cause of Action Pending for, ATTORNEY, Filing Fee Under Filing Fee, and Certified to be true on blanks to fill out

Step 4: List Stocks, Bonds, and Real Estate

Use the Description and Date of Death Value columns to record individually owned stocks and bonds. Enter real estate holdings with the corresponding valuations in the spaces provided.

stage 3 to completing nys inventory of assets form Entering details in nys inventory of assets form step 4

Step 5: Save and Download the Completed Form

Click the "Done" button when all sections are complete. Download the finished court inventory form to your device or send it by email. FormsPal does not store or share your personal information.

Filling in nys inventory of assets form part 5

If you need related estate documents, FormsPal also provides an affidavit of heirship and a power of attorney form to help manage the estate.

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