What Is the Inventory?
After providing notices to the heirs and beneficiaries and filing the affidavit of notice, the next document that you must submit is the inventory (Form CC-1670). On this form, you will list the items of personal property and any pieces of real estate that are included in the estate, along with any bank accounts that the decedent owned with other persons at the time of his or her death.
When Is the Inventory Due?
Example 1. You qualified as administrator in the Clerk’s Office on June 5, 2013. The inventory will be due four months later, in other words, on or before October 5, 2013.
If the inventory would be due on a weekend or a court holiday, your due date is extended until the following business day.
Example 2. You qualified as administrator in the Clerk’s Office on May 17, 2016. The inventory is due four months later, in other words, on or before September 17, 2016. However, because September 17 is a Saturday, your due date is extended to Monday, September 19, 2016, which is the next business day.
Are There Filing Fees?
Yes. You are required to submit filing fees along with the inventory. Please contact our office for help in determining the correct amount of filing fees that will be due.
How Do I Fill Out the Inventory?
Please click on the following links to answer these commonly asked questions:
- How do I list the bank accounts on the inventory?
- How do I list stocks and mutual funds on the inventory?
For more comprehensive help in determining what items must be included on the inventory, please see the official instructions on the Supreme Court website.
How Do I Print the Inventory?
You must print the inventory using the green “Print” button located on the form itself. Do not use your browser’s “Print” button, as this will cause the form to print with gray shading in all of the boxes to be filled out. Inventories printed with gray shading are not acceptable for filing.
Special Note for Chrome Users. We have noticed an issue where the form’s green “Print” button does not remove the gray shading when using Google Chrome’s built-in PDF viewer. (Chrome is a web browser, like Internet Explorer. If you are using Internet Explorer, this issue should not affect you.) If you open the inventory form using another PDF viewer, such as Adobe Reader, the green “Print” button should work properly.