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Form 30 Inventory of Wards Estate

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Form 30.

[Caption]

INVENTORY OF WARD'S ESTATE

The undersigned, guardian of the estate of , an incapacitated person, states on oath that to the best of my knowledge and belief, the following is a complete and accurate inventory of all property owned by the ward at the time of my appointment as such guardian, and that the amount set opposite each item of property is its fair market value at the time it came under my control as guardian:

REAL ESTATE

Legal Description and Encumbrances, Liens, Etc., and Net Value

Extent of Ward's Interest Respective Amounts Thereof

$
$
$

Total value of real estate: $

PERSONAL PROPERTY

Household Goods and Personal Effects

[This list should include, but not be limited to, furniture, household and yard equipment, clothing, jewelry, etc.]

Description Encumbrances, Liens, etc., and Net Value

Respective Amounts Thereof

$
$
$

Other Tangible Personal Property

[This list should include, but not be limited to, automobiles and other motor vehicles, farm equipment, livestock, agricultural products, stocks of merchandise, any going business enterprise or interest therein, etc.]

Description Encumbrances, Liens, etc., and Net Value

Respective Amounts Thereof

$
$
$

Intangible Personal Property

[List separately in detail: cash on hand; money on deposit, stating names and addresses of depositories; bonds, stating names of issuers, interest rates, classes, maturity dates, serial numbers, face amounts, and dates to which interest is paid; corporate stocks, stating certificate numbers, names of issuers, classes, and number of shares; notes receivable, stating the names and addresses of makers, dates, amounts, interest rates, and dates to which interest paid, balances due, maturities, and security, if any; accounts receivable, stating names of debtors, dates of last items and balances due; and other intangibles, describing in detail.]

Description Encumbrances, Liens, etc., and Net Value

Respective Amounts Thereof

$
$
$

Total value of personal property: $

SUMMARY

Total real property: $

Total personal property: $

Total estate: $

$

The undersigned is not indebted or obligated to the ward except as stated herein.

Date:

[Signature]

[Affidavit]

Reporter's Notes to Form 30: Paragraph (a) of Ark. Code Ann. § 28-65-321 provides that the inventory is subject to the same requirements for the inventory of a decedent's estate. See Ark. Code Ann. § 28-49-110. Among those requirements is an affidavit.

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What the Form 30 Inventory of Wards Estate Is

Form 30 Inventory of Wards Estate is the formal inventory typically filed in guardianship or conservatorship proceedings to list a ward's assets, liabilities, account balances, real property, personal property, and income sources. The completed inventory supports court oversight, fiduciary accounting, and valuation for administration decisions. Courts use the inventory to confirm the guardian or conservator is safeguarding the ward's property and to set allowances, bond amounts, and reporting schedules; exact submission format and required attachments vary by state and local probate rules.

Why a Complete Form 30 Matters

A full, accurate Form 30 establishes transparency for the court and interested parties, protects the ward's assets, reduces later accounting disputes, and helps the guardian meet statutory duties. Proper documentation also limits exposure to sanctions and supports tax and benefits reporting.

Why a Complete Form 30 Matters

Who Typically Prepares and Reviews Form 30

Guardians, conservators, and their attorneys most commonly prepare Form 30 for submission to the probate or guardianship court.

  • Court-appointed guardians and conservators who manage the ward's finances and property.
  • Probate court clerks and judges who review inventories as part of oversight and accounting.
  • Estate and elder-law attorneys who prepare, review, or certify valuations and attachments.

Family members, fiduciaries, social workers, and certain governmental benefit offices may also review the inventory once filed or served.

Typical Signers and Preparers

Court-Appointed Guardian

The guardian prepares or certifies Form 30 and signs under penalty of perjury. They must ensure the inventory is accurate, attach supporting statements for valuations, and file by the court-ordered deadline to avoid sanctions or bond increases.

Estate Attorney

An attorney often completes or reviews the inventory, prepares valuation exhibits, and files the document with the clerk. Legal counsel helps reconcile asset listings with tax obligations and ongoing fiduciary reporting requirements.

Information Commonly Required on Form 30

Ward Identifiers: Full legal name, DOB
Guardian Identifiers: Name, address, contact
Cash Accounts: Bank, balance
Real Property: Address, value
Personal Property: Vehicles, valuables
Liabilities: Mortgages, debts

Consequences of an Incomplete or Incorrect Inventory

Court Sanctions: Fines or removal
Bond Adjustments: Higher bond required
Tax Exposure: Late reporting
Creditor Claims: Priority disputes
Benefit Loss: Public benefits affected
Criminal Risk: Fraud charges possible

Common Preparation Pitfalls to Avoid

  • Omitting small or jointly held accounts that later create creditor or family disputes and complicate accounting.
  • Using estimated values without documentation; courts expect appraisals or bank statements for material assets when available.
  • Failing to list liabilities, which can misstate net estate value and affect bond or guardianship decisions.
  • Not following the court's required format or omitting required attachments, causing filing rejections or delays.

Step-by-Step: Filling Out Form 30

Follow this sequence to gather materials and complete the inventory accurately before filing with the court.

  • 01
    Gather records: Collect bank statements, deeds, titles, and bills.
  • 02
    List assets: Record each asset, ownership type, and value.
  • 03
    Document liabilities: List mortgages, loans, and unpaid obligations.
  • 04
    Attach evidence: Include appraisals, statements, and certification.

How the Completed Form 30 Moves Through the System

After preparation, the inventory is submitted to the clerk and routed for judicial review; follow local court filing rules for service and copies.

  • File with court: Submit original to the probate or guardianship clerk.
  • Serve parties: Provide copies to interested parties as required.
  • Judge review: Court reviews for completeness and compliance.
  • Record keeping: Clerk files and docket entry is made.

What a Professional Form 30 Inventory Includes

A professionally prepared Form 30 is organized, supported by documentation, and contains clear valuations and ownership details to meet judicial and accounting standards.

Cover Information

Case caption, court name, case number, guardian contact details, and identification for the ward so the inventory can be matched to the docket and tracked by the clerk.

Detailed Asset List

Separate sections for cash, accounts, real estate, vehicles, collections, and personal property with ownership status, current valuation, and source of valuation for each listed item.

Liabilities and Encumbrances

Complete listing of mortgages, loans, unpaid bills, and liens with creditor names and current balances to show net estate position and priority of claims.

Valuation Evidence

Bank statements, appraisals, broker statements, and receipts attached or cited; for significant assets, provide certified appraisals to support values used on the inventory.

Declaration

Signed certification by the guardian or preparer affirming the inventory is true and correct under penalty of perjury, dated and including contact information.

Supplemental Exhibits

Copies of deeds, titles, beneficiary designations, recent account statements, and any guardianship orders that affect disposition or authority over assets.

Digital Submission and Platform Considerations

Courts and clerks increasingly accept electronic filings and e-signed inventories; confirm permitted file formats and authentication requirements.

  • File Formats: PDF, DOCX accepted
  • Authentication: Email, SMS, or KBA
  • Integrations: Salesforce, NetSuite, Microsoft 365

Ensure the chosen platform supports audit trails, tamper-evident PDFs, and any additional authentication or retention features required by the court or regulatory authorities.

eSignature Vendor Pricing and Feature Comparison

Common vendor differences affecting Form 30 workflows include starting price, trial availability, bulk send capability, audit trail presence, HIPAA support, and envelope limits.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes Yes
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About Form 30

Answers to common questions about completion, signature validity, attachments, and filing expectations for Form 30 inventories.


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