Form 11799 "Guardian Inventory Form" - New Jersey

What Is Form 11799?

This is a legal form that was released by the New Jersey Superior Court - a government authority operating within New Jersey. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on February 1, 2017;
  • The latest edition provided by the New Jersey Superior Court;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form 11799 by clicking the link below or browse more documents and templates provided by the New Jersey Superior Court.

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Download Form 11799 "Guardian Inventory Form" - New Jersey

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Instructions: Guardian Inventory
A Judgment of Incapacity may direct the filing, usually within ninety (90) days, of an inventory of the estate of
the incapacitated person. Always check the Judgment to confirm the deadline for filing as well as who must be
served with a copy of the inventory.
The Guardian Inventory form is a three-page document to which additional sheets may be attached if necessary.
The caption should be completed to reflect the name of the incapacitated person, the county of the guardianship,
and the docket number. If you are the only guardian of the estate, then you alone must date and sign below the
certification language. If there is more than one guardian of the estate, then all such guardians must date and
sign the certification.
Below the lines for signatures is a section for “RECAPITULATION” in which the information set forth in the
following schedules is restated to provide an overview of the inventory. As noted at the bottom of page 1, the
inventory must list all assets, regardless of whether such assets are located in New Jersey or out-of-state. The
inventory must be completed as to all schedules, and the proper entry for any schedule without corresponding
assets is “NONE”.
Specific instructions are provided as to each schedule included in the inventory. You should follow these
directions carefully and attach additional pages as needed. If you are handling a complex and/or highly
valuable guardianship estate, then you may wish to consult with an attorney or an accountant to assist you in
completing the Inventory Form. Even if you retain a professional for assistance, the inventory must be filed by
the guardian(s) personally and not by the attorney or accountant.
Note that Schedule A - Real Property, and Schedule B - Stocks, Bonds, Mutual Funds, Securities and
Investment Accounts, include two (2) columns for valuation. For real property, you are asked to provide both
the municipal tax assessed value and the market value. For Schedule B, you are asked to provide face value, if
applicable, and market value. Some assets, like bonds, will have both a face value and a market value. For
those assets, list both the face value and market value. Other assets will only have a market value. To calculate
the totals for these schedules, add together the market value amounts. Market value may be estimated rather
than based upon a new appraisal. For further information, see the Frequently Asked Questions (FAQ) section.
At the bottom of page 3 is a certification of service which must be completed prior to filing. In general, the
inventory must be served by the guardian(s) on all interested persons listed in the verified complaint for
guardianship, as well as any parties who subsequently entered an appearance in the action. You should check
the Judgment to determine if you are required to serve the inventory on anyone else. The Judgment may also
specify how service should be effectuated (i.e., certified mail). Remember that when you file the original
inventory, you must pay a fee of $5/page to the Surrogate.
Revised 02/2017, CN 11799 (Guardian Inventory)
Instructions: Guardian Inventory
A Judgment of Incapacity may direct the filing, usually within ninety (90) days, of an inventory of the estate of
the incapacitated person. Always check the Judgment to confirm the deadline for filing as well as who must be
served with a copy of the inventory.
The Guardian Inventory form is a three-page document to which additional sheets may be attached if necessary.
The caption should be completed to reflect the name of the incapacitated person, the county of the guardianship,
and the docket number. If you are the only guardian of the estate, then you alone must date and sign below the
certification language. If there is more than one guardian of the estate, then all such guardians must date and
sign the certification.
Below the lines for signatures is a section for “RECAPITULATION” in which the information set forth in the
following schedules is restated to provide an overview of the inventory. As noted at the bottom of page 1, the
inventory must list all assets, regardless of whether such assets are located in New Jersey or out-of-state. The
inventory must be completed as to all schedules, and the proper entry for any schedule without corresponding
assets is “NONE”.
Specific instructions are provided as to each schedule included in the inventory. You should follow these
directions carefully and attach additional pages as needed. If you are handling a complex and/or highly
valuable guardianship estate, then you may wish to consult with an attorney or an accountant to assist you in
completing the Inventory Form. Even if you retain a professional for assistance, the inventory must be filed by
the guardian(s) personally and not by the attorney or accountant.
Note that Schedule A - Real Property, and Schedule B - Stocks, Bonds, Mutual Funds, Securities and
Investment Accounts, include two (2) columns for valuation. For real property, you are asked to provide both
the municipal tax assessed value and the market value. For Schedule B, you are asked to provide face value, if
applicable, and market value. Some assets, like bonds, will have both a face value and a market value. For
those assets, list both the face value and market value. Other assets will only have a market value. To calculate
the totals for these schedules, add together the market value amounts. Market value may be estimated rather
than based upon a new appraisal. For further information, see the Frequently Asked Questions (FAQ) section.
At the bottom of page 3 is a certification of service which must be completed prior to filing. In general, the
inventory must be served by the guardian(s) on all interested persons listed in the verified complaint for
guardianship, as well as any parties who subsequently entered an appearance in the action. You should check
the Judgment to determine if you are required to serve the inventory on anyone else. The Judgment may also
specify how service should be effectuated (i.e., certified mail). Remember that when you file the original
inventory, you must pay a fee of $5/page to the Surrogate.
Revised 02/2017, CN 11799 (Guardian Inventory)
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Guardian Inventory Form
Notice to Interested Parties: Interested parties should act to protect the welfare and/or finances of an adult incapacitated
person under legal guardianship. Within the time and in the manner provided by law, interested parties may file a motion
to object to actions taken by the guardian or to seek review of the guardianship. Although some guardianship reports are
subject to review by authorized Judiciary and/or Surrogate personnel, interested parties remain responsible for requesting
court review as to any misstatements or misconduct by a guardian.
Superior Court of New Jersey
Chancery Division - Probate Part
In the Matter of the Estate of,
County of
Docket No.
,
Guardianship
an Incapacitated Person
Estate Inventory
Within ninety days (90) following appointment, the guardian(s) of the estate shall file an original inventory with
the Surrogate, as Deputy Superior Court Clerk, Chancery Division, Probate Part, and serve a copy of the
inventory on the interested persons named in the verified guardianship complaint and those who subsequently
appeared in the action or to whom the court directs.
The Guardian(s) of the Estate hereby certify and say:
The following schedules contain a complete and accurate inventory and valuation of all real and
personal property of this estate, so far as the undersigned is informed. I/we certify that the foregoing
statements made by me/us are true. to the best of my/our knowledge, and that I/we will supplement this
form as may be necessary should additional information become available. I/we am/are aware that if
any of the foregoing statements made by me/us are willfully false, I/we am/are subject to punishment.
Date
Signature
Print Name
Date
Signature
Print Name
Recapitulation
Schedule A - Real Property
$
0.00
Schedule B - Stocks, Bonds, Mutual Funds, Securities and Investment Accounts
$
0.00
Schedule C - Cash, Bank Accounts, Notes Due
$
0.00
Schedule D - Pensions, Retirement Accounts, Annuities, Profit Sharing Plans
$
0.00
Schedule E - Miscellaneous Personal Property
$
0.00
Gross Value
$
0.00
$ (
)
Schedule F - Encumbrances
0.00
Total Net Estate
$
0.00
Schedule G - Annual Income
$
0.00
Note: When completing the following schedules, please list all assets, regardless of its location. All out-of-state
assets must be disclosed. Enter “NONE” for schedules without corresponding assets.
Revised 02/2017, CN 11799 (Guard ian Inventory)
page 1 of 3
SCHEDULE A - Real Property. All interests in real property including real property held in common or jointly
with other and, if held jointly, describe the interest. If none, so state.
Municipal Tax
Item No.
Description: Address (include county and state)
Market Value
Assessed Value
.
.
$
$
.
.
$
$
Total Schedule A (also enter under recapitulation, page 1) $
0.00
.
SCHEDULE B - Stocks, Bonds, Mutual Funds, Securities and Investment Accounts. Include all interests in
stocks, bonds, mutual funds, securities and investment accounts including interests held in common or jointly
with other(s) or in trust, and, if held jointly, describe the interest. If none, so state.
Description (include name of financial institution, account type, number
Item No.
Face Value
Market Value
of shares or last four digits of account and date value fixed.)
.
.
$
$
.
.
$
$
.
.
$
$
Total Schedule B (also enter under recapitulation, page 1) $
.
0.00
SCHEDULE C - Money on hand, checking and savings accounts and certificates of deposit in banks and notes
or other indebtedness due the incapacitated person. If none, so state.
Description (include name of financial institution, account type, last four digits of accounts and
Item No.
Value
date value fixed.)
.
$
.
$
.
$
0.00
.
Total Schedule C (also enter under recapitulation, page 1) $
SCHEDULE D - Pensions, retirement accounts (IRA’s, 401(k), annuities, profit sharing plans et cetera).
Include last four digits of account. If none, so state.
Description (include name of financial institution, account type, last four digits of accounts and
Item No.
Value
date value fixed.)
$
.
.
$
.
Total Schedule D (also enter under recapitulation, page 1) $
0.00
SCHEDULE E - Miscellaneous Personal Property - (tangible personal property, motor vehicles, recreation
vehicles, employment bonus or award, interest in a partnership or unincorporated business, articles or
collections having either artistic or intrinsic value, et cetera) If none, so state.
Item No.
Description
Value
.
$
.
$
.
$
.
$
.
Total Schedule E (also enter under recapitulation, page 1) $
0.00
Revised 02/2017, CN 11799 (Guard ian Inventory)
page 2 of 3
SCHEDULE F - Liabilities/ Encumbrances. If any asset listed in this Inventory has a secured associated debt,
such as a mortgage or a car loan, indicate below. List all other debts If none, so state.
Encumbrance
Item No.
Description
Amount
.
$
.
$
.
$
.
Total Schedule F (also enter under recapitulation, page 1) $
0.00
SCHEDULE G - All Sources of Income
Item No.
Description
Annual Amount
.
$
.
$
$
.
$
.
0.00
.
Total Annual Income (also enter under recapitulation, page 1) $
Service
I certify that on
, a copy of this inventory was served on each of the following interested parties
(e.g., incapacitated person’s spouse, parents, siblings and children, et cetera):
Relationship to
Manner of S ervice
Name of Person S erved this
Incapacitated
Address
(U.S . Mail, Personal
Document
Person
S ervice)
Revised 02/2017, CN 11799 (Guard ian Inventory)
page 3 of 3
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