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Fill and Sign the Guardianship Inventory Wisconsin Form

Fill and Sign the Guardianship Inventory Wisconsin Form

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STATE OF WISCONSIN, CIRCUIT COURT,       COUNTY For Official Use IN THE MATTER OF       Ward’s Name Amended Guardianship or Conservatorship Inventory Case No.       As guardian or conservator, I certify that: 1. This inventory with schedules includes all of the ward’s or conservatee’s interests in property and any marital property interest regardless of how the asset is titled. 2. Upon diligent inquiry, I have not been able to discover any other property or interest in property of my ward or conservatee. SUMMARY OF PROPERTY (Value of Ward’s or Conservatee’s Estate as of date Letters of Guardianship or Conservatorship were issued.) Date Letters Issued       The following is a listing of all the ward’s or conservatee’s property at its fair market value on date Letters of Guardianship or Conservatorship were issued. (a) The ward’s or conservatee’s interests in property and any marital property interests regardless of how the asset is titled. $       (b) Minus total value of encumbrances, liens or other charges upon each item - $       (c) Net value of property subject to this guardianship or conservatorship $       Schedules showing details are attached. Note: This form with the statutory filing fee shall be filed within 60 days of appointment. Signature of Guardian/Conservator Signature of Co-Guardian Subscribed and sworn to before me on       Notary Public/Court Official My commission expires:       Subscribed and sworn to before me on       Notary Public/Court Official My commission expires:       GN-3440, 01/07 Guardianship or Conservatorship Inventory §§54.60 and 54.76, Wisconsin Statutes This form shall not be modified. It may be supplemented with additional material. Page 1 of 3 Guardianship or Conservatorship Inventory Page 2 of 3 Case No. Error: Reference source not found Name of Attorney       Address       Telephone Number       Bar Number       Supporting Inventory Schedules ASSETS: List all of the ward’s assets including interests in property and any marital property interest, regardless of how the asset is titled. For each asset, indicate how the asset is held or titled; the name and relationship to the ward of any co-owner; the marital property classification of the property and, for any property that is marital property, the spouse who has management and control rights with respect to the property. Also indicate related encumbrances, liens or other charges upon each item, any beneficiary or payable on death designations, jointly owned property, and any interest in a life estate. Carry these totals to line (a) and line (b) in the summary of property on page 1. INCOME: In addition, separately list all of the ward’s sources of income. Do not include income in the totals in the summary of property on page 1. Value of Ward's or Conservatee’s Interest on Date Letters Issued: GN-3440, 01/07 Guardianship or Conservatorship Inventory § §54.60 and 54.76, Wisconsin Statutes This form shall not be modified. It may be supplemented with additional material. Page 2 of 3 Guardianship or Conservatorship Inventory Page 3 of 3 Case No. Error: Reference source not found             GN-3440, 01/07 Guardianship or Conservatorship Inventory § §54.60 and 54.76, Wisconsin Statutes This form shall not be modified. It may be supplemented with additional material. Page 3 of 3

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