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JDF 94 1SC R6/19 DECEDENT’S ESTATE INVENTORY Page 1 of 4 ❑ District Court ❑ Denver Probate Court ___________________ County, Colorado Court Address: In the Matter of the Estate of : Deceased COURT USE ONLY Attorney or Party W ithout Attorney (Name and Address): Phone Number: E-mail: FAX Number: Atty. Reg. #: Case Number: Division Courtroom DECEDENT’S ESTATE INVENTORY Within 3months after appointment, a personal representative must 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 invent ory has been completed, a supplemental inventory listing the newly discovered property must be completed. If additional space is needed , separate sheets may be used. The inventory must be sent to interested persons who request it or it may be filed with the court. INVENTORY SUMMARY Schedule Asset Category Value 1 Real Estate 2 Stocks, Bonds, Mutual Funds, Securities , and Investment Accounts 3 Mortgage, Notes, Cash, and bank checking, savings, certificates of deposit and health savings accounts 4 Life Insurance 5 Pension s, 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 (Total Gross Value minus Liens and Encumbrances) JDF 94 1SC R6/19 DECEDENT’S ESTATE INVENTORY Page 2 of 4 Schedule 1 – Real Estate (State name in which title is held and l ist 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 (State name in which title is held.) ❑ 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 – Mortgage, Notes, Cash, and Bank Checking, Savings, Certificates of Deposit and Health Savings Accounts (State name in which title is held .) ❑ 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 94 1SC R6/19 DECEDENT’S ESTATE INVENTORY Page 3 of 4 Schedule 5 – Pension s, 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.) (State name in which title is held.) ❑ 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 (If titled, stated name in which title is held) ❑ 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 an y 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 94 1SC R6/19 DECEDENT’S ESTATE INVENTORY Page 4 of 4 ❑ 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. VERIFICATION I declare under penalty of perjury under the law of Colorado that the foregoing is true and correct. Executed on the ______ day of Executed on the ______ day of (date) (date) _______________________, _________, _______________________, _________, (month) (year) (month) (year) at __________________________________ ____ at ______________________________________ (city or other location, and state OR country) (city or other location, and state OR country) _______________________________ _______________________________ (printed name) (printed name) _______________________________ _______________________________ (Signature of Personal Representative ) (Signature of Co -Personal Representative , if any) ________________________________________ __________________ Attorney Signature, (if any) Date CERTIFICATE OF SERVICE I certify that on ___________________ (date), a copy of this _______________ (name of document) was served as follows on each of the following: Name and Address Relationship to Decedent, Ward, or Protected Person Manner of Service* *Insert one of the following: hand delivery, first -class mail, certified mail, e -service, or fax. ___________________________________________ Signature