Nova Scotia Probate Form Form 29

Inventory

Everything you need to know about Nova Scotia Form Form 29, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related NS probate forms.

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About Inventory

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 is a commonly used form within Nova Scotia. 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:

View Form Form 29

NS Form Form 29, which may also referred to as Inventory, is a probate form in Nova Scotia. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Atticus Fast Facts About Inventory

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

  • This form pertains to the Province/Territory of Nova Scotia

  • The official Nova Scotia source for this form is here.

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 ’s Form Form 29 - Inventory up to date, certain details can change from time-to-time with little or no communication.

How to file Form Form 29

Step 1 - Download the correct Nova Scotia 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 Nova Scotia 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 Provinces/Territories have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Form 29, take a break, and then review. Probate and estate settlement processes in NS 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 Form 29 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 Form 29 witnessed or notarized (if required)

Some Provinces/Territories 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 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.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Inventory is due

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 Nova Scotia.

5 reasons you should submit Form 29 as quickly as possible:

  1. The sooner you begin, the faster Nova Scotia 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 Nova Scotia. 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 Province/Territory of Nova Scotia 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 Nova Scotia probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the Province/Territory’s government officials, call the local Nova Scotia probate clerk or court for exact answers regarding Form Form 29, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form Form 29 Online

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

It may also be available through some Nova Scotia 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 Nova Scotia.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Form 29 - Inventory 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 Nova Scotia probate court office.

Inventory 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 Nova Scotia-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

View Form Form 29

NS Form Form 29, which may also referred to as Inventory, is a probate form in Nova Scotia. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Did you know?

  • Form Form 29 - Inventory is a probate form in Nova Scotia.

  • Nova Scotia has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Nova Scotia.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in Nova Scotia, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Inventory

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form Form 29

Here’s the text, verbatim, that is found on Nova Scotia Form Form 29 - Inventory. You can use this to get an idea of the context of the form and what type of information is needed.

Form 29 Probate District: ** Probate Court File No.: ** IN THE COURT OF PROBATE FOR NOVA SCOTIA IN THE ESTATE OF **, Deceased Inventory (S. 45) Note: attach a schedule for any type of property for which there is insufficient space. Part I:Real Property in Nova Scotia (includes mortgage interests, and vendors' and purchasers' interests in agreements of purchase and sale, and the complete address of the real property) PID Less: [list mortgage(s), balance owing and name(s) of mortgagees(s)] Less: [list encumbrances and balance owing] Total of real property value Value at Death $ Part II:Personal Property (all assets except real property) Value at Death Bank accounts, cash on hand 1.Bank: Branch: Savings account: Accrued interest: Principal: Chequing account : 2.Cash on hand: 3.Uncashed cheques (with particulars): Subtotal value bank accounts, cash on hand: Life insurance payable to the estate Company: Policy number: Subtotal value life insurance: - 2 - Form 29 (cont.) Bonds and debentures Value at Death Number: Coupons due or accrued interest: Subtotal value bonds and debentures: Stocks and shares Company: Certificate No: Number of shares: Subtotal value stocks and shares: Annuities, pensions, superannuation, RRSPs, RRIFs payable to the estate Description: Description: Description: Subtotal value annuities, pensions, superannuation, RRSPs, RRIFs: Household goods, personal effects, vehicles, boats Description: Subtotal value household goods, personal effects, vehicles, boats: Business interests Description: Subtotal value business interests: Miscellaneous property not before mentioned Description: Subtotal value miscellaneous property: Total personal property value $ Total value of estate $ Affidavit I, **[name of personal representative], the personal representative of this estate make oath and say: 1.The inventory of this estate is to the best of my knowledge, information and belief, a true statement of all the assets of the deceased at the date of death, and shows the fair market value of those assets. (285acbf1-6fe9-4a9d-85df-d51cb35cc7d1) - 3 - Form 29 (cont.) 2.I shall file a further inventory with the court within 30 days after any additional real or personal property comes into my possession or knowledge or where any valuation in this inventory appears to me to have been made in error. 3.The value of the deceased's estate for the purpose of subsection 87(1) of the Probate Act and Section 41 of the Probate Court Practice, Procedure and Forms Regulations (a)is unchanged from the date of the grant. (b)has changed to $** but no adjustment is required to the probate tax payable on the estate. (c)has changed to $** and a payment of probate tax in the amount of $** shall be made to reflect this change. (d)has changed to $** and a refund of probate tax in the amount of $** is hereby applied for to reflect this change. [Note: choose the applicable option in paragraph 3 and delete the others.] Sworn before me at **, in the County of **, Province of Nova Scotia, this _____ day of _____________, 201**. A Barrister of the Supreme Court of Nova Scotia Commissioner of Oaths in and for the Province of Nova Scotia Notary Public in and for the Province of ** ) ) ) ) ) ) ) ) ) **[Signature of personal representative] [The text and signature area of this form may be adapted as required where there is more than one personal representative.] Form 29 replaced: O.I.C. 2010-175, N.S. Reg. 63/2010/ (285acbf1-6fe9-4a9d-85df-d51cb35cc7d1)

Get Your Probate Forms

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