Part 1 Case # ________ 5 East Pine Street Phone: (302) 855-7875 P.O. Box 743 Fax: (302) 853-5871 Georgetown, DE 19947 sussexcountyde.gov STATE OF DELAWARE INVENTORY Register of Wills DateFiled : _____ ______________ Decedent’s Name: Residence at Time of Death: Number and Street Decedent’s Social Security #: City, State and Zip Code Date of Death: Date Letters Granted: Testate: Intestate: County: New Castle Kent Sussex Name of Personal Representative: Address of Personal Representative: Name of Personal Representative: Address of Personal Representative: Name and Address of Attorney, if any: GENERAL INSTRUCTIONS Everyone required to file this Inventory form shall do so within three (3) months after the estate is opened, or within three (3) months of the date of death when an estate is not opened. Extensions may be granted for good cause at the discretion of the Register. Any Personal Representative may be subject, personally and individually, to a fine under 12 Del. C. § 1906 if the Inventory is not filed on time. The Inventory shall be filed in the Office of the Register of Wills of the county in which the estate has been opened, or when no estate is opened, in the county where the Decedent lived at the date of death. The Inventory shall list all personal property the Decedent owned at the date of death. It must also list allreal estate the Decedent owned at the date of death and must provide the parcel/lot number of each piece of real estate, the names/address(es) of the new owner(s) of the real estate, and his/her/their relationship to the Decedent (for example, son). The Inventory must also be filed in every county of the state in which the Decedent owned real estate at the date of death. The person who is responsible for preparing and filing the Inventory must swear or affirm that the information in it is true and correct before the Inventory will be treated as legally filed. If the Decedent died before January 1, 1999, the person responsible for filing this Inventory must file a similar inventory with the Divisi on of Revenue using its form. This must be done within nine (9) months from the date of death, not from the date when the estate was opened. The person who opens an estate for a deceased person is called the “personal representative.” That term includes an executor, administrator, and any other person responsible for filing an Inventory. If more space is needed on any of the following schedules, additional sheets of paper of the same size may be inserted following the appropriate schedule, provided the added sheet refers to the schedule it supplements. The value to be used for any property listed on this Inventory is the fair market value as of the date of death of the Decedent. If the Decedent owned no property of the kind described in any of the following schedules, the word “None” should be written on the page. Pages left blank will result in the Inventory being rejected. Revised 07/2021 |
SCHEDULE A SOLELY OWNED REAL ESTATE Include tax parcel number, deed record number and an adequate description and/or address to identify all real estate and complete the names and addresses and relationship of persons entitled to each parcel and share of each person. Jointly owned property must be disclosed on Schedule D. VALUE AT DATE ITEM NO. DESCRIPTION OF DEATH Please specify the name, address and phone number to whom the tax bill should be mailed: TOTAL of Schedule A - Also list on corresponding line of Recapitulation page. $ 0.00 ESTATE OF: Revised 07/2021 |
SCHEDULE B STOCKS AND BONDS Jointly owned property must be disclosed on Schedule D. DIVIDENDS OF RECORD PRIOR TO DEATH AND FAIR MARKET VALUE ITEM NO. DESCRIPTION PAYABLE AFTER AT DATE OF DEATH DEATH OR INTEREST ACCRUED TO DATE OF DEATH Subtotals $ 0.00 $ 0.00 TOTAL of Schedule B - Also list on corresponding line of Recapitulation page. $ 0.00 ESTATE OF: Revised 07/2021 |
SCHEDULE C MORTGAGES, NOTES, AND CASH Include money in banks and/or mortgages or moneys owed to Decedent at time of death. Mortgages or moneys payable by Decedent are not incl udable on this schedule. Do not list bank account numbers. Jointly owned property should be disclosed on Schedule D. INTEREST OR OTHER FAIR MARKET VALUE ITEM NO. DESCRIPTION INCOME ACCRUED TO AT DATE OF DEATH DATE OF DEATH Subtotals $ 0.00 $ 0.00 TOTAL of Schedule C - Also list on corresponding line of Recapitulation page. $ 0.00 ESTATE OF: Revised 07/2021 |
SCHEDULE D JOINTLY OWNED PROPERTY Did the decedent, at the time of death, own any property (s) with another person with right of survivorship; or (b) with his/her wife/husband? Yes No. If “Yes”, state the name, relationship and address of each surviving co-tenant. Do not list bank account numbers. NAME RELATIONSHIP ADDRESS (Number and Street, City, State and Zip Code A. B. C. INTEREST OR OTHER DESCRIPTION FAIR MARKET VALUE ITEM NO. INCOME ACCRUED TO (Identify co-tenant by using appropriate letter, above) AT DATE OF DEATH DATE OF DEATH Subtotals $ 0.00 $ 0.00 TOTAL of Schedule D - Also list on corresponding line of Recapitulation page. $ 0.00 ESTATE OF: Revised 07/2021 |
SCHEDULE E MISCELLANEOUS PROPERTY List all other personal property not listed on another schedule, including, if owned by or payable to the decedent or the decedent’s estate. For example, life insurance proceeds, employee death benefits, individual retirement accounts, annuities, or anything else that is NOT payable living to a person or atrust. Jointly owned property must be disclosed on Schedule D. INTEREST OR OTHER FAIR MARKET VALUE ITEM NO. DESCRIPTION INCOME ACCRUED TO AT DATE OF DEATH DATE OF DEATH Subtotals $ 0.00 $ 0.00 TOTAL of Schedule E - Also list on corresponding line of Recapitulation page. $ 0.00 ESTATE OF: Revised 07/2021 |
RECAPITULATION The total at the bottom from each schedule should be listed with the corresponding line below. SCHEDULE B Stocks and Bonds $ 0.00 C Mortgages, Notes and Cash $ 0.00 E Miscellaneous Property $ 0.00 TOTAL OF PROBATE ASSETS (Sum of B, C, and E) $ 0.00 A Real Estate $ 0.00 D Jointly Owned Property $ 0.00 GRAND TOTAL (Sum of B, C, E, A and D) $ 0.00 OATH OR AFFIRMATION OF PERSONAL REPRESENTATIVE ________________________________________________________ make(s) solemn oath (or affirmation) that he/she/they has/have made due inquiry concerning the goods, chattels, money and credits due and belonging to ____________________________________________________, “the deceased person,” and that this Inventory contains all the goods, chattels, money and credits due or belonging to the deceased person that has come to the knowledge of the deponent (or affiant) and that the information contained in the Schedule of Real Estate and the information pertaining to Entireties and Jointly Owned Real and Personal Property is true to the best of his/her/their knowledge and belief. _______________________________________________ _______________________________________________ Personal Representative - Sign in the presence of a Notary.Personal Representative - Sign in the presence of a notary. Signed and sworn (or affirmed), before me, on this __________________________________________ , A.D., __________. __________________________________________________ Register of Wills, Notary Public, or other qualified person (State your title) Revised 07/2021 |