New Hampshire Inventory of Fiduciary

State:
New Hampshire
Control #:
NH-BH-119-06
Format:
PDF
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Description

A05 Inventory of Fiduciary

The New Hampshire Inventory of Fiduciary is a legal document that provides a comprehensive overview of the assets and liabilities of an estate managed by a fiduciary. This document is typically required in probate cases to establish the value of the estate for the purposes of administration. It includes detailed information about real and personal property, as well as any debts owed by or to the estate.

To complete the New Hampshire Inventory of Fiduciary, you should follow these steps:

  1. Begin by entering the court name, case name, and case number if known.
  2. Fill in the date of fiduciary appointment at the top of the form.
  3. List the names and capacities of fiduciaries involved in the case.
  4. Provide details of any attorneys or appraisers associated with the case.
  5. Detail the total value of both real estate and personal property, attaching additional sheets as necessary to itemize assets.
  6. Sign and date where indicated to confirm the accuracy of the information provided.

The New Hampshire Inventory of Fiduciary should be used by fiduciaries managing the estate of a deceased person or a ward. This includes executors, administrators, or legal guardians responsible for overseeing and reporting the financial state of the estate to the probate court.

The main components of the New Hampshire Inventory of Fiduciary include:

  • Fiduciary information: Names and capacities of the fiduciaries and any associated legal representation.
  • Asset details: Comprehensive listings and valuations of real and personal property.
  • Financial data: Information on debts, bank accounts, and other financial assets.
  • Attachments: Additional documents supporting the inventory, such as appraisals and detailed asset descriptions.

In New Hampshire, specific requirements for filing the Inventory of Fiduciary include adhering to deadlines set by the probate court and ensuring that the inventory is filed within a specified timeframe following the fiduciary's appointment. Additionally, all asset values must reflect the fair market value as of the date of the decedent's death or appointment if managing a ward's estate.

Using the New Hampshire Inventory of Fiduciary online offers several advantages:

  • Accessibility: The form can be completed and submitted from anywhere.
  • Efficiency: Automatic calculations can reduce errors.
  • Guidance: Online platforms often provide helpful tips and resources for completing the form accurately.

When completing the New Hampshire Inventory of Fiduciary, avoid these common mistakes:

  • Failing to include all assets or liabilities in the inventory.
  • Providing outdated valuations for property.
  • Not attaching required documents or supporting information.
  • Missing signatures or dates on the completed form.
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New Hampshire Inventory of Fiduciary