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Inventory And Appraisement (Personal Representative) (Mandatory) 350PC - South Carolina
| Inventory And Appraisement (Personal Representative) (Mandatory) Form. This is a South Carolina form and can be used in Probate Court Statewide . |
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STATE OF SOUTH CAROLINA COUNTY OF: __________________________ IN THE MATTER OF: _______________________ ) ) ) ) ) ) IN THE PROBATE COURT INVENTORY AND APPRAISEMENT CASE NUMBER: ______________________________ ORIGINAL SUPPLEMENTAL # ________________________________ Personal Representative (s): Last Four Digits of Decedent's Social Security Number: Decedent's Date of Death: Was there a will? XXX-XXDomicile at death: (county) (state) YES NO The undersigned, being sworn, states: That the following schedules contain a complete and accurate inventory and appraisement of all real and personal property of this estate so far as the undersigned is informed: that he/she has estimated and/or appraised all listed property at its fair market value, according to the best of his/her knowledge and ability. SWORN to me this , 20 day of . Signature: Name: Address: E-Mail: Telephone (O): (H): Signature Name: Address: E-Mail: Telephone (O): (H): Notary Public for South Carolina My Commission Expires: Attorney: Address: E-Mail: Telephone: For estates of decedents, the gross fair market valuation of all assets, regardless of situs, should be given as of the date of death. List all out-of-state assets on appropriate schedules. A Supplemental Inventory should be utilized for correcting, adjusting or adding to an original inventory. A qualified and disinterested appraiser may be employed to ascertain the value of any asset, the value of which may be subject to reasonable doubt. If an appraiser is employed, his/her name and address should be indicated with the item or items he/she appraised. Within ninety (90) days following appointment, a copy of the inventory and appraisement shall be sent to each interested person who requests it, and the original inventory filed with the Probate Court. RECAPITULATION Non-Probate Schedule A - Real Estate .......................................................................................... $ Schedule B - Stocks and Bonds ................................................................................... Schedule C - Notes Due Decedent and Cash ................................................................ Schedule D - Insurance on Person's Life: Part 1 - Payable to Estate ................................. Part 2 - Payable to Beneficiary ............................. Schedule E - Jointly Owned Property .............................................................................. Schedule F - Other Miscellaneous .................................................................................. Other Assets Payable to Estate Schedule G - Transfers during Decedent's life .................................................................. Schedule H - Powers of Appointment ............................................................................ Schedule I - Annuities and Retirement Accounts .............................................................. TOTAL GROSS VALUE ............................................................................................. ENCUMBRANCES ............................................................................................. TOTAL NET WORTH ................................................................................................ $ Probate $ ( $ ) FORM #350PC (06/2010) 62-3-704, 62-3-706, 62-3-707, 62-3-708, 62-3-1203 Page 1 of 6 American LegalNet, Inc. www.FormsWorkFlow.com NOTE: WHEN COMPLETING THE FOLLOWING SCHEDULES, PLEASE REMEMBER TO LIST ALL ASSETS, REGARDLESS OF SITUS. ALL OUT-OF-STATE ASSETS MUST BE DISCLOSED. SCHEDULE A - Real Estate Item No. (All interest in real property except those held with right of survivorship) (If none, so state.) (For jointly owned property with right of survivorship, see schedule E) Description (include county and state) Tax Assessor's Fair Market Value for year of Decedent's Death Appraised Value Appraised Value of Decedent's Interest TOTAL SCHEDULE A (also enter under recapitulation, page 1) $ (If none, so state.) (For jointly owned property with right of survivorship, see schedule E) Face Value Appraised Value SCHEDULE B - Stocks and Bonds Item No. Description TOTAL SCHEDULE B (also enter under recapitulation, page 1) $ (If none, so state.) (For jointly owned property with SCHEDULE C - Notes due to Decedent, and Money on hand and in banks right of survivorship, see schedule E) Item No. Description Value TOTAL SCHEDULE C (also enter under recapitulation, page 1) $ (If more space is required, insert tax schedules or additional sheets of same size.) FORM #350PC (06/2010) Page 2 of 6 American LegalNet, Inc. www.FormsWorkFlow.com SCHEDULE D - Insurance (If none, so state.) Part 1 - Life Insurance Payable to the Estate Item No. Description Value TOTAL PART 1 (also enter under recapitulation, page 1) $ Part 2 - Life Insurance Payable to Beneficiaries Item No. Description Beneficiary Value TOTAL PART 2 (also enter under recapitulation, page 1) $ SCHEDULE E - Jointly owned Property (with right of survivorship) (if none, so state.) NOTE: You must complete Schedule E if the Decedent owned any property jointly with right of survivorship at the time of death, whether or not the decedent's interest is included in the gross estate. Percentage includible: 1 - Joint interest held by decedent and spouse - the amount included is one-half (50%) of the value in all cases. 2 - Other joint interest - Generally you must include the full value of the jointly owned property in the gross estate. However, the full value should not be included if you can show that a part of the property originally belonged to the other tenant(s). The amount included is the amount of the decedent's contribution to the joint account(s). Item No. Description Joint Owner(s) Percentage Includible Appraised Value of Decedent's Interest TOTAL SCHEDULE E (also enter under recapitulation, page 1) $ (If more space is required, insert tax schedules or additional sheets of same size.) FORM #350PC (06/2010) Page 3 of 6 American LegalNet, Inc. www.FormsWorkFlow.com SCHEDULE F - Miscellaneous Personal Property - (tangible personal property, employment bonus or award, interest in a partnership or unincorporated business, articles or collections having either artistic or intrinsic value, etc.) (If none, so state.) (For jointly owned property with right of survivorship, see schedule E.) Item No. Description Value TOTAL SCHEDULE F (also enter under recapitulation, page 1) $ NOTE: FOR SCHEDULES G, H, AND I. LIST VALUES ONLY IF PAYABLE TO
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