Form Nhjb 2125 P PDF Details

The NHJB-2125-P form, a crucial document within the New Hampshire Judicial Branch, plays an integral role in the administration of fiduciary responsibilities, be they for executors/administrators, guardians/conservators, or trustees. This comprehensive form requires the detailed listing of an estate's assets, offering a structured layout for reporting both real and personal property values at the time of a decedent's death or upon a fiduciary's appointment in other cases. It prompts fiduciaries to disclose everything from cash on hand to tangible personal properties like motor vehicles and household furnishings, stocks, bank deposits, business assets, and even debts owed to the estate. Besides asset disclosure, the form engages with the fiduciary's obligations regarding the arrangement of attorney and fiduciary fees, underscoring the necessity for transparency and fair dealing. Moreover, it mandates a sworn affirmation from the fiduciary, attesting to the accuracy of the information provided and highlighting the legal implications of falsifications. The document concludes with procedural instructions for distributing the completed form, including the vital stipulation that interested parties have a limited window to file objections, thereby emphasizing the form's significance in the probate process and the broader administration of justice.

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Form NameForm Nhjb 2125 P
Form Length3 pages
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Fillable fields0
Avg. time to fill out45 sec
Other namesnhjb 2125 p nhjb 2125 p form

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THE STATE OF NEW HAMPSHIRE

JUDICIAL BRANCH

http://www.courts.state.nh.us

Court Name:

Case Name:

Case Number:

(if known)

INVENTORY OF FIDUCIARY

Executor/Administrator Guardian/Conservator Trustee

Original

Amended (Attach written explanation)

1.Fiduciary Name Fiduciary Name

2. Attorney name

 

Bar ID #

3. BOND AMOUNT ORDERED BY THE COURT $

4. Answer the following questions only if processing the estate of a deceased person.

If you have an attorney, have attorney fee arrangements been discussed?

Yes

Have fiduciary fee arrangements been considered?

Yes

No

No

5.

ESTATE SUMMARY

For decedent estates, all values should be as of the date of death. For all other case types, values should be as of the date of the fiduciary’s appointment.

A. TOTAL VALUE OF REAL ESTATE

$

On a sheet of paper (Attachment A), list each piece of real estate including its

street address, city/town where real estate is located, county where deed is recorded, book and page of deed, and the value of each piece of real estate.

 

 

B. TOTAL VALUE OF PERSONAL ESTATE (from total on second page)

$

 

 

 

 

 

C. TOTAL VALUE OF ENTIRE ESTATE (Add A and B above)

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6.

PERSONAL ESTATE DETAIL

 

 

 

 

Enter the total value of the personal property for each category below, and list the specific items and their value for each category on the appropriate attachment. For decedent estates, all values should be as of the date of death. For all other case types, values should be as of the date of the fiduciary’s appointment.

A.

Cash On Hand (No attachment is required.)

$

B.

Attachment B – Household Furnishings and Effects

$

On a sheet of paper (Attachment B), list the contents of the household and

their values. Do not list wearing apparel, Bibles, family pictures, photographs, or other personal trinkets of sentimental rather than intrinsic value.

NHJB-2125-P (01/01/2014)

Page 1 of 3

Case Name:

Case Number:

INVENTORY OF FIDUCIARY

C. Attachment C – Other Tangible Personal Property

$

On a sheet of paper (Attachment C), list all other tangible personal property

including motor or recreational vehicles, farmers' utensils, mechanics tools and livestock. For each motor or recreational vehicle, list the year, make, model and vehicle identification number (VIN).

D. Attachment D – Stocks and Bonds

$

On a sheet of paper (Attachment D), list stock or bond name, number of shares and value per share. See additional information in the ‘Personal Estate Detail’ box above.

E. Attachment E – Deposited in Banks/Financial Institutions

$

On a sheet of paper (Attachment E), list the name and address of the bank or financial institution, the account or certificate number, the date of the last interest/dividend paid and the account balance.

F. Attachment F – Business Assets

$

On a sheet of paper (Attachment F), list all business assets and their values.

G. Attachment G – Notes Receivable and Other Written Evidence of Debt

 

Owed to the Deceased or Ward

$

On a sheet of paper (Attachment G), list debtor and/or payor, the amount

 

owed, the date of the note and terms of payment.

 

H. Attachment H– Other Miscellaneous Personal Property

$

On a sheet of paper (Attachment H), list any personal property not listed

 

above and the individual values.)

 

TOTAL VALUE OF PERSONAL ESTATE

$

Add amounts on lines 6A through 6H (Cash on Hand plus Attachments B through H). Copy the ‘total value of personal estate’ amount to page 1, line 5B of the Estate Summary.

7. The inventory value was determined by: (check all applicable boxes)

appraisal

tax information

bank statement

other source

8. This section must be completed by the fiduciary completing the form.

I/We,

 

the fiduciary, of the estate of

,swear that I/we have acted faithfully, impartially and according to my best judgment. I believe that if I have knowledge or possession of any further estate of the deceased, I will immediately amend my inventory. I swear that the foregoing information is true and correct to the best of my knowledge. I understand that making a false statement on this Inventory will subject me to criminal penalties.

NHJB-2125-P (01/01/2014)

Page 2 of 3

Case Name:

Case Number:

INVENTORY OF FIDUCIARY

I certify that on this date I provided this document(s) to the parties who have filed an appearance for

this case or who are otherwise interested parties by:

Hand-delivery OR

US Mail OR

Email (E-mail only by prior agreement of the parties based on Circuit Court Administrative Order).

 

 

 

 

Date

Fiduciary Signature

 

 

 

 

 

Date

Fiduciary Signature

 

ATTENTION BENEFICIALLY INTERESTED PARTIES

This Inventory may be accepted by the Probate Division unless a written objection, containing the specific factual or legal basis for the objection, is filed within 10 days after the date the Inventory is filed in the Probate Division. Failure to file an objection may forfeit your right to a hearing concerning the Inventory or your objection, and the Probate Division may then act without a hearing or any further notice to you.

NHJB-2125-P (01/01/2014)

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