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Video instructions and help with filling out and completing Fill Form 5495 Decedent

Instructions and Help about Fill Form 5495 Decedent

A decedent's estate inventory form is a form provided by the county probate court. Typically, a personal representative must prepare an inventory list of the decedent's estate property within three months after appointment as the personal representative. I recommend consulting with an attorney to advise and assist you with the completion of this form. Here's an example of a decedent's estate inventory form from Denver County. As you can see, there are eight categories or schedules as they are referred to on the form. Those schedules are: 1. Real estate 2. Stocks, bonds, mutual funds, securities, and investment accounts 3. Mortgage notes, cash, and bank checking, savings, CDs, and health savings accounts 4. Life insurance 5. Pensions, profit-sharing plans, annuities, and retirement funds 6. Motor and recreational vehicles 7. Other assets 8. Liens and encumbrances on inventory assets For the purposes of this video, we are just going to take a look at Schedule 1: Real estate. The form asks you to fill in the name in which title is held and list complete addresses, type of property (home, rental, land, etc.), and the estimated value (what you could sell it for in its current condition). I can assist you with determining the full name or names in which title is held to any real estate properties here in Colorado, as well as the type of properties such as home, rental, land, commercial, etc. I can also assist you in determining the estimated value of the property. And as requested in Schedule 8, I can also assist you in determining what liens and encumbrances are of record against any real estate property. Please feel free to give me a call at (303) 295-3478 and visit our website at coloradoprobateteam.com for tons of other resources. We look forward to assisting you....