Instructions For Preliminary Inventory On Side Two Of Application For Probate And Letters - Form Aoc-E-201

ADVERTISEMENT

,16758&7,216 )25 35(/,0,1$5< ,19(1725<
21 6,'( 7:2 2) $33/,&$7,21 )25 352%$7( $1' /(77(56
)250 $2&( 5(9 
7+( &/(5. ,6 7+( -8'*( 2) 352%$7( $1' &$1127 35$&7,&( /$: 25 *,9( /(*$/ $'9,&(
$&&25',1*/< 7+( &/(5. 6 67$)) &$1127 +(/3 <28 ),// 287 7+,6 )250 3$576 2) 7+,6 )250 $5(
6(/)(;3/$1$725< +2:(9(5 )25 $1< 1(&(66$5< $66,67$1&( <28 6+28/' &2168/7 $1
$77251(<
$SSOLFDWLRQ )RU 3UREDWH $QG /HWWHUV 7HVWDPHQWDU\ 2U /HWWHUV 2I $GPLQLVWUDWLRQ &7$ )RUP $2&( 5HY 
ZLOO WKH SHUVRQ QDPHG DV H[HFXWRU LQ WKH ZLOO PD\ TXDOLI\ E\ DSSO\LQJ WR WKH &OHUN RI 6XSHULRU &RXUW XVLQJ WKLV IRUP
,I WKH GHFHGHQW OHIW D
6LGH WZR RI WKLV IRUP FRQWDLQV D SUHOLPLQDU\ OLVWLQJ RI WKH DVVHWV RI WKH HVWDWH 7KLV SDUW RI WKH IRUP LV LQWHQGHG DV D SUHOLPLQDU\ UHSRUW WR WKH
FOHUN WKH 1RUWK &DUROLQD 'HSDUWPHQW RI 5HYHQXH KHLUV DQG FUHGLWRUV RI WKH QDWXUH DQG SUREDEOH YDOXH RI WKH SURSHUW\ UHDO DQG SHUVRQDO
ZKHUHYHU ORFDWHG RZQHG E\ WKH GHFHGHQW DV RI WKH GDWH RI GHDWK
*HQHUDO ,QVWUXFWLRQV
8VH D W\SHZULWHU WR ILOO RXW WKH IRUP RU SULQWZULWH QHDWO\ LQ
EODFN LQN
$OO YDOXHV UHSRUWHG VKRXOG EH WKH
RI WKH LWHP
,I WKHUH LV QRW VXIILFLHQW VSDFH RQ WKH IRUP FRQWLQXH
IDLU PDUNHW YDOXH
DV RI WKH GDWH RI GHDWK
RQ D VHSDUDWH DWWDFKPHQW
([FHSW ZKHUH LQVWUXFWHG WR LWHPL]H \RX VKRXOG UHSRUW LQ D OXPS VXP WKH HVWLPDWHG WRWDO YDOXH RI DOO SURSHUW\ LQ HDFK FDWHJRU\ $ FRPSOHWH
LWHPL]DWLRQ DQG YDOXDWLRQ RI GHFHGHQW V SURSHUW\ PXVW EH OLVWHG RQ WKH ,QYHQWRU\ )RUP
$2&( DQG ILOHG ZLWK WKH FOHUN ZLWKLQ WKUHH PRQWKV
DIWHU TXDOLI\LQJ
z
$FFRXQW LQFOXGHV DFFRXQWV LQ EDQNV VDYLQJV DQG ORDQV DQG RWKHU ILQDQFLDO LQVWLWXWLRQV LQFOXGLQJ PRQH\ PDUNHW DFFRXQWV ZLWK
EURNHUDJH KRXVHV RU VLPLODU LQVWLWXWLRQV
z
-RLQW $FFRXQW :LWK 5LJKW 2I 6XUYLYRUVKLS LV DQ DFFRXQW LQ WKH QDPH RI WZR RU PRUH SHUVRQV LQ ZKLFK WKH GHSRVLW DJUHHPHQW  LV
VLJQHG E\ DOO SDUWLHV DQG  H[SUHVVO\ SURYLGHV WKDW XSRQ WKH GHDWK RI RQH RI WKH MRLQW GHSRVLWRUV WKH LQWHUHVW RI WKH GHFHGHQW SDVVHV WR
ZLWKRXW
WKH VXUYLYRU V  $Q\ MRLQW DFFRXQW ZKLFK LV QRW ZLWK ULJKW RI VXUYLYRUVKLS LV D MRLQW DFFRXQW
ULJKW RI VXUYLYRUVKLS
z
6WRFNV 2U %RQGV :LWK 5LJKW 2I 6XUYLYRUVKLS DUH VHFXULWLHV LQ ZKLFK WKH FHUWLILFDWH FOHDUO\ VWDWHV WKDW XSRQ WKH GHDWK RI RQH RI WKH MRLQW
RZQHUV WKH LQWHUHVW RI WKH GHFHGHQW SDVVHV WR WKH VXUYLYRU V  $Q\ MRLQWO\ RZQHG VHFXULW\ ZKLFK LV QRW RZQHG ZLWK ULJKW RI
ZLWKRXW
VXUYLYRUVKLS LV RZQHG
ULJKW RI VXUYLYRUVKLS
3$57 , 3523(57< 2) 7+( (67$7(

'HSRVLWV ,Q 6ROH 1DPH 2I 'HFHGHQW  )RU HDFK DFFRXQW OLVW WKH QDPH RI WKH LQVWLWXWLRQ WKH DFFRXQW QXPEHU DQG WKH EDODQFH RQ WKH GDWH RI
GHDWK
:LWKRXW 5LJKW 2I 6XUYLYRUVKLS  )RU HDFK DFFRXQW OLVW WKH QDPH RI WKH LQVWLWXWLRQ WKH DFFRXQW QXPEHU DQG WKH QDPH V RI

-RLQW $FFRXQWV
WKH RWKHU MRLQW RZQHU V  ,I WKH SHUFHQWDJH RZQHG E\ WKH GHFHGHQW FDQ EH GHWHUPLQHG UHSRUW WKDW SHUFHQWDJH DQG WKH YDOXH RI WKDW
SHUFHQWDJH ,I WKH SHUFHQWDJH RZQHG E\ WKH GHFHGHQW LV XQFOHDU UHSRUW WKH SHUFHQWDJH DV  DQG OLVW WKH WRWDO DPRXQW RQ GHSRVLW RQ WKH
GDWH RI GHDWK $ FRS\ RI WKH VLJQDWXUH FDUG RU GHSRVLWRU\ FRQWUDFW VKRXOG EH DWWDFKHG HLWKHU WR WKLV IRUP RU WKH LQYHQWRU\ $2&(
6WRFNV $QG %RQGV ,Q 6ROH 1DPH 2I 'HFHGHQW 2U -RLQWO\ 2ZQHG :LWKRXW 5LJKW 2I 6XUYLYRUVKLS  ,I WKH SHUFHQWDJH RZQHG E\ WKH GHFHGHQW

FDQ EH GHWHUPLQHG UHSRUW WKDW SHUFHQWDJH DQG WKH YDOXH LQ D OXPS VXP RI WKDW SHUFHQWDJH ,I WKH SHUFHQWDJH RZQHG LV XQFOHDU UHSRUW WKH
SHUFHQWDJH DV  DQG OLVW WKH WRWDO YDOXH LQ D OXPS VXP RI DOO VXFK VWRFNV DQG ERQGV $ GHWDLOHG LWHPL]DWLRQ RI WKHVH DVVHWV PXVW EH
UHSRUWHG LQ WKH ,QYHQWRU\ $2&( 
WKURXJK  7KHVH FDWHJRULHV VKRXOG EH VHOIH[SODQDWRU\

,QWHUHVW LQ 3DUWQHUVKLS 2U 6ROH 3URSULHWRU %XVLQHVVHV  5HSRUW DOO VROHO\ RZQHG EXVLQHVV LQWHUHVW DQG DOO SDUWQHUVKLSV LQ ZKLFK WKH GHFHGHQW

ZDV D JHQHUDO RU OLPLWHG SDUWQHU /LVW WKH QDPH RI WKH EXVLQHVV RU SDUWQHUVKLS WKH QDPHV RI WKH VXUYLYLQJ SDUWQHUV WKH GHFHGHQW V
SHUFHQWDJH LQWHUHVW LQ WKDW SDUWQHUVKLS DQG WKH YDOXH RI WKDW SDUWQHUVKLS LQWHUHVW RU EXVLQHVV
WKURXJK  7KHVH FDWHJRULHV VKRXOG EH VHOIH[SODQDWRU\

5HDO (VWDWH :LOOHG 7R 7KH (VWDWH 
 %
5HDO SURSHUW\ ZLOOHG WR DQ\ SHUVRQ RU HQWLW\ RWKHU WKDQ WKH HVWDWH PXVW EH UHSRUWHG LQ 3DUW ,,


/LVW RQO\ UHDO HVWDWH ZKLFK WKH GHFHGHQW GHYLVHG ZLOOHG WR WKH HVWDWH RU WR WKH H[HFXWRU LQ WKH FDSDFLW\ DV H[HFXWRU QRW DV DQ
,WHP 

LQGLYLGXDO  8VXDOO\ VXFK D GHYLVH LV DFFRPSDQLHG E\ D GLUHFWLRQ WR VHOO WKH UHDO HVWDWH DQG GLVWULEXWH WKH SURFHHGV DV VSHFLILHG LQ WKH ZLOO
(VWLPDWHG $QQXDO ,QFRPH 2I 7KH (VWDWH  ,QFRPH RI WKH HVWDWH LQFOXGHV IRU H[DPSOH LQWHUHVW RQ FKHFNLQJ DQG RWKHU DFFRXQWV

RSHQHG LQ
 GLYLGHQGV DQG LQWHUHVW RQ VWRFNV DQG ERQGV RZQHG LQ WKH QDPH RI WKH HVWDWH DQG RWKHU LQFRPH WR WKH HVWDWH
WKH QDPH RI WKH HVWDWH
,QFRPH RI WKH HVWDWH GRHV QRW LQFOXGH LQWHUHVW RQ DFFRXQWV RU GLYLGHQGV RU LQWHUHVW RQ VWRFNV RU ERQGV ZKLFK SDVV GLUHFWO\ WR D VXUYLYLQJ
MRLQW RZQHU
  
$2&
,QVWUXFWLRQV 5HY 
 $GPLQLVWUDWLYH 2IILFH RI WKH &RXUWV
2YHU

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Legal
Go
Page of 2