Colorado > Statewide > Probate
Decedents Estate Inventory JDF 941 - Colorado
| Decedents Estate Inventory Form. This is a Colorado form and can be used in Probate Statewide . |
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District Court Denver Probate Court ___________________ County, Colorado Court Address: In the Matter of the Estate of: Deceased Attorney or Party Without Attorney (Name and Address): COURT USE ONLY Case Number: Phone Number: FAX Number: E-mail: Atty. Reg. #: Division Courtroom DECEDENT'S ESTATE INVENTORY Within three months after appointment, a Personal Representative shall prepare an Inventory of property owned by the Decedent that is subject to disposition by Will or intestate succession. The Inventory must list the property with reasonable detail, indicate the Decedent's interest in the property, and include the fair market value as of the Decedent's date of death. The type and amount of any liens and encumbrances on the property must also be listed. If additional property is discovered after the initial inventory has been completed, a supplemental inventory listing the newly discovered property shall be completed. If additional space is needed, separate sheets may be used. who request it or it may be filed with the Court. The Inventory shall be sent to interested persons INVENTORY SUMMARY Schedule Asset Category Real Estate 1 Stocks, Bonds, Mutual Funds, Securities and Investment Accounts 2 Mortgage, Notes and Cash 3 Life Insurance 4 Pensions, Profit Sharing Plans, Annuities and Retirement Funds 5 Motor and Recreation Vehicles 6 Other Assets 7 Total Gross Value Liens and Encumbrances on Inventoried Assets 8 Total Net Value Value JDF 941 R10-12 DECEDENT'S ESTATE INVENTORY © 2012 Colorado Judicial Department for use in the Courts of Colorado Page 1 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Schedule 1 Real Estate (List complete addresses.) None Type of Property (Home, Rental, Land, etc.) Estimated Value (what you could sell it for in its current condition) $ Total (also enter this total on the Inventory Summary on page 1) Schedule 2 Stocks, Bonds, Mutual Funds, Securities and Investment Accounts None Number of Shares or Account Number (last 4-digits only) $ Value $ Total (also enter this total on the Inventory Summary on page 1) Schedule 3 Mortgages, Notes and Cash (Mortgages and notes payable to the Decedent, cash on hand, checking and savings accounts and certificates of deposit.) $ Type of Account Account Number (last 4digits only) Balance None $ Total (also enter this total on the Inventory Summary on page 1) Schedule 4 Life Insurance (Include only those items payable to the estate.) $ None Policy # (last 4 digits) Net Proceeds Paid or Payable to Estate Total (also enter this total on the Inventory Summary on page 1) $ JDF 941 R10-12 DECEDENT'S ESTATE INVENTORY © 2012 Colorado Judicial Department for use in the Courts of Colorado Page 2 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Schedule 5 Pensions, Profit Sharing Plans, Annuities and Retirement Funds (Include only those items payable to the estate.) Type of Plan (401(k), IRA, 457, PERA, Military, etc.) Account # (last 4-digits only, if applicable) Value None $ Total (also enter this total on the Inventory Summary on page 1) Schedule 6 Motor and Recreation Vehicles (Including motorcycles, ATV's, boats, etc.) $ Year Make and Model Estimated Value (what you could sell it for in its current condition) None $ Total (also enter this total on the Inventory Summary on page 1) Schedule 7 Other Assets None $ Estimated Value (what you could sell it for in its current condition) $ Total (also enter this total on the Inventory Summary on page 1) Total Assets (also enter this total on the Inventory Summary on page 1) $ $ JDF 941 R10-12 DECEDENT'S ESTATE INVENTORY © 2012 Colorado Judicial Department for use in the Courts of Colorado Page 3 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Liens and Encumbrances on Inventoried Assets If any asset listed in this Inventory has a secured associated debt, such as a mortgage or a car loan, indicate below. Schedule 8 Description of Liability/Debt Mortgages Mortgages Motor Vehicle Loans Other Secured Debt Other Secured Debt Name of Financial Institution Account Number (last 4digits only) Balance $ Total Encumbrances on Inventoried Assets (also enter this total on the $ Inventory Summary on page 1) I state under penalty of perjury that this is a true and complete Inventory of this estate to the best of my knowledge, information and belief. I understand that this Inventory is subject to audit and verification. Date: _____________________________________________ Signature of Personal Representative Address City, State and Zip Code CERTIFICATE OF SERVICE The Inventory shall be sent to interested persons who request it or the original Inventory may be filed with the Court. I certify that on Name of Person to Whom you are Sending this Document (date) a copy of this Inventory was served on each of the following: Relationship to Decedent Address Manner of Service* *Insert one of the following: Hand Delivery, First-Class Mail, Certified Mail, E-Served or Faxed. ___________________________________________ Signature JDF 941 R10-12 DECEDENT'S ESTATE INVENTORY © 2012 Colorado Judicial Department for use in the Courts of Colorado Page 4 of 4 American LegalNet, Inc. www.FormsWorkFlow.com
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