Inventory Schedule {700-00030} | Pdf Fpdf Docx | Vermont

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Inventory Schedule {700-00030} | Pdf Fpdf Docx | Vermont

Last updated: 5/21/2024

Inventory Schedule {700-00030}

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700-00030 - INVENTORY. List all real and personal estate. Give the fair market value as of the decedent’s date of death and as of the date of fiduciary’s appointment for all other cases. If you use an appraiser, the name and address of each appraiser and the items appraised must be attached to this inventory. A. If the inventory includes real property, a copy of the deed or the most recent property tax bill showing the assessed value of the property. Real estate descriptions must include type of deed, grantor(s) and grantee(s), date of execution, book and page numbers and town where recorded. B. If the inventory includes a mobile home, a copy of the mobile home bill of sale or other transfer of title document showing title is in the name of the decedent. C. Bank accounts should be identified by name of bank, type of account, and last 4 digits of the account number, with total balance in account. Other investment accounts should be similarly identified. D. If the inventory includes motor vehicles, a copy of the most recent title document or registration. E. If the inventory includes any other item or collection of items the value of which exceeds five thousand dollars, a description of the item or items, the fair market value of the item or items, and such other information as the court requires. F. If there are any liens, they should be identified by name of lienholder and approximate amount owed, within the property description. You must sign this Inventory and file the original with the court. You must send a copy of this form to all interested persons and file a Certificate of Service telling the court how you did so.

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