Personal Inventory Template Page 6
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19Tax Records
Copies of my income tax returns are located: ___________
__________________________________________________
Notes:
Documents for current year’s taxes are located: _________
__________________________________________________
My tax preparer is: _________________________________
Address: ___________________________________________
__________________________________________________
Telephone: ________________________________________
Prior years’ tax records are located: ___________________
__________________________________________________
__________________________________________________
Real Estate
The deed to my home is located: _____________________
__________________________________________________
Title to residence is held in my name only:
Yes
No
(If No, names of joint holders) _______________________
__________________________________________________
Papers related to my home are located:
(Check each item which applies and give location)
Deed ___________________________________________
Copy of mortgage ________________________________
Closing statement ________________________________
Title abstract ____________________________________
Surveys _________________________________________
Building cost ____________________________________
Title insurance ___________________________________
Insurance policies _______________________________
Tax records _____________________________________
Leases __________________________________________
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Parent category: Business