Inventory Of Fiduciary

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Inventory Of Fiduciary is a commonly used form within New Hampshire. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Inventory Of Fiduciary

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Inventory Of Fiduciary:

• This form pertains to the State of New Hampshire

• The current version of this form was last revised on January 2, 2014

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about New Hampshire’s Form NHJB-2125-P - Inventory Of Fiduciary up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct New Hampshire form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some New Hampshire probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form NHJB-2125-P, take a break, and then review. Probate and estate settlement processes in NH are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form NHJB-2125-P online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form NHJB-2125-P witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Inventory Of Fiduciary to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in New Hampshire.

5 reasons you should submit NHJB-2125-P as quickly as possible:

1. The sooner you begin, the faster New Hampshire can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in New Hampshire. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of New Hampshire is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for New Hampshire probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local New Hampshire probate clerk or court for exact answers regarding Form NHJB-2125-P, and when in doubt— consult a qualified trust & estates lawyer for that area.

Inventory Of Fiduciary is one of the many probate court forms available for download through Atticus.

It may also be available through some New Hampshire probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within New Hampshire.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form NHJB-2125-P - Inventory Of Fiduciary f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the New Hampshire probate court office.

Inventory Of Fiduciary is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any New Hampshire-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on New Hampshire Form NHJB-2125-P - Inventory Of Fiduciary. You can use this to get an idea of the context of the form and what type of information is needed.

THE STATE OF NEW HAMPSHIRE JUDICIAL BRANCH http://www.courts.state.nh.us Court Name: Case Name: Case Number: (if known) INVENTORY OF FIDUCIARY Executor/Administrator Guardian/Conservator Trustee Original Amended (Attach written explanation) 1. Fiduciary Name Fiduciary Name 2. Attorney name Bar ID # 3. BOND AMOUNT ORDERED BY THE COURT $ 4. Answer the following questions only ifprocessing the estate of a deceased person. If you have an attorney, have attorney fee arrangements been discussed? Yes No Have fiduciary fee arrangements been considered? Yes No 5. ESTATE SUMMARY For decedent estates, all values should be as of the date of death. For all other case types, values should be as of the date of the fiduciary’s appointment. A. TOTAL VALUE OF REAL ESTATE ..................................................... $ On a sheet of paper (Attachment A), list each piece of real estate including its street address, city/town where real estate is located, county where deed is recorded, book and page of deed, and the value of each piece of real estate. B. TOTAL VALUE OF PERSONAL ESTATE (from total on second page) ...... $ C. TOTAL VALUE OF ENTIRE ESTATE (Add A and B above) ..................... $ 6. PERSONAL ESTATE DETAIL Enter the total value of the personal property for each category below, and list the specific items and their value for each category on the appropriate attachment. For decedent estates, all values should be as of the date of death. For all other case types, values should be as of the date of the fiduciary’s appointment. A. Cash On Hand (No attachment is required.) .............................................. $ B. Attachment B – Household Furnishings and Effects ............................ $ On a sheet of paper (Attachment B), list the contents of the household and their values. Do not list wearing apparel, Bibles, family pictures, photographs, or other personal trinkets of sentimental rather than intrinsic value. NHJB-2125-P (01/01/2014) Page 1 of 3 Case Name: Case Number: INVENTORY OF FIDUCIARY C. Attachment C – Other Tangible Personal Property .............................. $ On a sheet of paper (Attachment C), list all other tangible personal property including motor or recreational vehicles, farmers' utensils, mechanics tools and livestock. For each motor or recreational vehicle, list the year, make, model and vehicle identification number (VIN). D. Attachment D – Stocks and Bonds ...................................................... $ On a sheet of paper (Attachment D), list stock or bond name, number of shares and value per share. See additional information in the ‘Personal Estate Detail’ box above. E.Attachment E – Deposited in Banks/Financial Institutions ................... $ On a sheet of paper (Attachment E), list the name and address of the bank or financial institution, the account or certificate number, the date of the last interest/dividend paid and the account balance. F.Attachment F – Business Assets ......................................................... $ On a sheet of paper (Attachment F), list all business assets and their values. G.Attachment G – Notes Receivable and Other Written Evidence of Debt Owed to the Deceased or Ward ........................................................... $ On a sheet of paper (Attachment G), list debtor and/or payor, the amount owed, the date of the note and terms of payment. H. Attachment H– Other Miscellaneous Personal Property ...................... $ On a sheet of paper (Attachment H), list any personal property not listed above and the individual values.) TOTAL VALUE OF PERSONAL ESTATE ..................................................... $ Add amounts on lines 6A through 6H (Cash on Hand plus Attachments B through H). Copy the ‘total value of personal estate’ amount to page 1, line 5B of the Estate Summary. 7.The inventory value was determined by: (check all applicable boxes) appraisal taxinformation bank statement other source 8.This section must be completed by the fiduciary completing the form. I/We, the fiduciary, of the estate of , swear that I/we have acted faithfully, impartially and according to my best judgment. I believe that if I have knowledge or possession of any further estate of the deceased, I will immediately amend my inventory. I swear that the foregoing information is true and correct to the best of my knowledge. I understand that making a false statement on this Inventory will subject me to criminal penalties. NHJB-2125-P (01/01/2014) Page 2 of 3 Case Name: Case Number: INVENTORY OF FIDUCIARY I certify that on this date I provided this document(s) to the parties who have filed an appearance for this case or who are otherwise interested parties by: Hand-delivery OR US Mail OR Email (E-mail only by prior agreement of the parties based on Circuit Court Administrative Order). Date Fiduciary Signature Date Fiduciary Signature ATTENTION BENEFICIALLY INTERESTED PARTIES This Inventory may be accepted by the Probate Division unless a written objection, containing the specific factual or legal basis for the objection, is filed within 10 days after the date the Inventory is filed in the Probate Division. Failure to file an objection may forfeit your right to a hearing concerning the Inventory or your objection, and the Probate Division may then act without a hearing or any further notice to you. NHJB-2125-P (01/01/2014) Page 3 of 3