Fill and Sign the Estate Inventory Colorado Form

 District Court  Denver Probate Court ___________________ County, Colorado Court Address: In the Matter of the Estate of: Deceased COURT USE ONLY Attorney or Party Without Attorney (Name and Address): Phone Number: E-mail: FAX Number: Atty. Reg. #: Case Number: 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. The Inventory shall be sent to interested persons who request it or it may be filed with the Court. INVENTORY SUMMARY Schedul e Asset Category Value 1 Real Estate 2 Stocks, Bonds, Mutual Funds, Securities and Investment Accounts 3 Mortgage, Notes and Cash 4 Life Insurance 5 Pensions, Profit Sharing Plans, Annuities and Retirement Funds 6 Motor and Recreation Vehicles 7 Other Assets Total Gross Value 8 Liens and Encumbrances on Inventoried Assets Total Net Value JDF 941 R8 17 DECEDENT’S ESTATE INVENTORY Page 1 of 4 © 2017 Colorado Judicial Department for use in the Courts of Colorado 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.)  None Type of Account Account Number (last 4- digits only) Balance $ 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 R8 17 DECEDENT’S ESTATE INVENTORY Page 2 of 4 © 2017 Colorado Judicial Department for use in the Courts of Colorado Schedule 5 – Pensions, Profit Sharing Plans, Annuities and Retirement Funds (Include only those items payable to the estate.)  None Type of Plan (401(k), IRA, 457, PERA, Military, etc.) Account # (last 4-digits only, if applicable) Value $ Total (also enter this total on the Inventory Summary on page 1) $ Schedule 6 – Motor and Recreation Vehicles (Including motorcycles, ATV’s, boats, etc.)  None Year Make and Model 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 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) $ 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 Name of Financial Institution Account Number (last 4- digits only) Balance Mortgages $ Mortgages Motor Vehicle Loans Other Secured Debt Other Secured Debt Total Encumbrances on Inventoried Assets (also enter this total on the Inventory Summary on page 1) $ JDF 941 R8 17 DECEDENT’S ESTATE INVENTORY Page 3 of 4 © 2017 Colorado Judicial Department for use in the Courts of Colorado  By checking this box, I am acknowledging I am filling in the blanks and not changing anything else on the form.  By checking this box, I am acknowledging that I have made a change to the original content of this form. (Checking this box requires you to remove JDF number and copyright at the bottom of the form.) 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 (date) a copy of this Inventory was served on each of the following: Name of Person to Whom you are Sending this Document 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 R8 17 DECEDENT’S ESTATE INVENTORY Page 4 of 4 © 2017 Colorado Judicial Department for use in the Courts of Colorado