Revised 09/2018
5 East Pine Street
P
.O. Box 743
Georgetown, DE 19947
Phone: (302) 855-7875
Fax: (302) 853-5871
sussexcountyde.gov
STATE OF DELAWARE
INVENTORY
for
Register of Wills
Date Filed: ___________________
Decedent’s Name:
Residence at Time of Death:
Number and Street
___________________________________________ Decedent’s Social Security #:
City, State and Zip Code
Date of Death: ________________________________ Date Letters Granted:
Testate: Intestate: County: New Castle Kent Sussex
Name of Personal Representative:
Address of Personal Representative:
Name of Personal Representative:
Address of Personal Representative:
Name and Address of Attorney, if any:
GENERAL INSTRUCTIONS
Everyone required to file this Inventory form shall do so within three (3) months after the estate is opened, or within
three (3) months of the date of death when an estate is not opened. Extensions may be granted for good cause at the
discretion of the Register. Any Personal Representative may be subject, personally and individually, to a fine under
12 Del. C.
§ 1906 if the Inventory is not filed on time. The Inventory shall be filed in the Office of the Register of Wills of
the county in which the estate has been opened, or when no estate is opened, in the county where the Decedent lived at
the date of death. The Inventory shall list all personal property the Decedent owned at the date of death. It must also list
all real estate the Decedent owned at the date of death and must provide the parcel/lot number of each piece of real estate,
the names/address(es) of the new owner(s) of the real estate, and his/her/their relationship to the Decedent (for example,
son). The Inventory must also be filed in every county of the state in which the Decedent owned real estate at the date of
death. The person who is responsible for preparing and filing the Inventory must swear or affirm that the information in it is
true and correct before the Inventory will be treated as legally filed.
If the Decedent owned no property of the kind described in any of the following schedules, the word “None” should
be written on the page.
If the Decedent died before January 1, 1999, the person responsible for filing this Inventory must file a similar
inventory with the Division of Revenue using its form. This must be done within nine (9) months from the date of death, not
from the date when the estate was opened.
The person who opens an estate for a deceased person is called the “personal representative.” That term includes
an executor, administrator, and any other person responsible for filing an Inventory.
If more space is needed on any of the following schedules, additional sheets of paper of the same size may be
inserted following the appropriate schedule, provided the added sheet refers to the schedule it supplements.
The value to be used for any property listed on this Inventory is the fair market value as of the date of death of the
Decedent.
SCHEDULE A
SOLELY OWNED REAL ESTATE
Include
tax parcel number, deed record number and a description adequate to identify all real estate and
complete the names and addresses and relationship of persons entitled to each parcel and share of each person.
Jointly owned property must be disclosed on Schedule D.
ITEM NO. DESCRIPTION
VALUE AT DATE
OF DEATH
Please specify the name, address and phone number to whom the tax bill
should be mailed:
TOTAL (Also enter on the Recapitulation page)
ESTATE OF:
Revised 09/2018
$ 0.00
Revised 09/2018
SCHEDULE B
STOCKS AND BONDS
Jointl
y owned property must be disclosed on Schedule D.
ITEM NO. DESCRIPTION
FAIR MARKET VALUE
AT DATE OF DEATH
DIVIDENDS OF
RECORD PRIOR TO
DEATH AND
PAYABLE AFTER
DEATH OR
INTEREST ACCRUED
TO DATE OF DEATH
TOTAL (also enter on the Recapitulation page)
ESTATE OF:
$ 0.00
$ 0.00
$ 0.00
Revised 09/2018
SCHEDULE C
MORTGAGES, NOTES AND CASH
Include money in banks and/or mortgages or moneys owed to Decedent at time of death. Mortgages or
moneys payable by Decedent are not includable on this schedule. Jointly owned property should be
disclosed on Schedule D.
ITEM NO. DESCRIPTION
FAIR MARKET VALUE
AT DATE OF DEATH
INTEREST OR OTHER
INCOME ACCRUED TO
DATE OF DEATH
TOTAL (also enter on the Recapitulation page)
ESTATE OF:
$ 0.00
$ 0.00
$ 0.00
Revised 09/2018
SCHEDULE D
JOINTLY OWNED PROPERTY
Did the decedent, at the time of death, own any property (s) with another person with right of survivorship; or
(b) with his/her wife/husband? Yes No. If “Yes”, state the name, relationship and address of each
surviving co-tenant.
NAME
RELATIONSHIP
A.
B.
C.
ITEM NO.
DESCRIPTION
(Identify co-tenant by using appropriate letter, above)
FAIR MARKET VALUE
AT DATE OF DEATH
INTEREST OR OTHER
INCOME ACCRUED TO
DATE OF DEATH
TOTAL (also enter on the Recapitulation page)
ESTATE OF:
$ 0.00
$ 0.00
$ 0.00
Revised 09/2018
SCHEDULE E
MISCELLANEOUS PROPERTY
List al
l other personal property not listed on another schedule, including, if owned by or payable to the decedent
or the decedent’s estate. For example, life insurance proceeds, employee death benefits, individual retirement
accounts, annuities or anything else that is NOT
payable to a living person or a trust. Jointly owned property
must be disclosed on Schedule D.
ITEM NO. DESCRIPTION
FAIR MARKET VALUE
AT DATE OF DEATH
INTEREST OR OTHER
INCOME ACCRUED TO
DATE OF DEATH
TOTAL (also enter on the Recapitulation page)
ESTATE OF:
$ 0.00
$ 0.00
$ 0.00
Revised 09/2018
SCHEDULE
B Stock
s and Bonds
C Mortg
ages, Notes and Cash
E Miscellaneous Property
RECAPITULATION
TOTAL
OF PROBATE ASSETS
(Sum of B, C, and E)
A Real Es
tate
D Jointl
y Owned Property
TOTAL
(Sum of B, C, E, A and D)
OATH OR AFFIRMATION OF PERSONAL REPRESENTATIVE
________________________________________________________ make(
s) solemn oath (or affirmation) that
he/she/they has/have made due inquiry concerning the goods, chattels, money and credits due and belonging
to ____________________________________________________, “the deceased person,” and that this
Inventory contains all the goods, chattels, money and credits due or belonging to the deceased person that has
come to the knowledge of the deponent (or affiant) and that the information contained in the Schedule of Real
Estate and the information pertaining to Entireties and Jointly Owned Real and Personal Property is true to the
best of his/her/their knowledge and belief.
_______________________________________________
Personal Representative
_______________________________________________
Personal Representative
Signed and sworn (or affirmed), before me, on this ________ day of _______________________, A.D., __________.
_______________
___________________________________
Notary Public or other qualified person
(State your title)
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00