Personal Property Checklist Template

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Personal Property Checklist
Instructions: Check the box and fill in the information for each item that you own.
Cash on hand (include sources)
Motor vehicles (non-financed)
In your home: $______________
Vehicle(s) for which you are on title:
In your wallet: $______________
Under your mattress: $______________
Deposits of money (include sources)
Year, Make, Model, & Trim: ____________
How many OPEN bank accounts do you
___________________________________
have? ________________________
Mileage: ___________________________
Money in checking account(s):
Condition:
$____________________________
Poor
Fair
Good
Excellent
Brokerage account (with stockbroker)
Certificates of deposit (CDs)
Credit union deposit
Year, Make, Model, & Trim: ____________
Escrow account
___________________________________
Money market account
Mileage: ___________________________
Money in a safe deposit box
Condition:
Poor
Fair
Good
Excellent
Savings $______________
Tax Returns Anticipated or Due
Security deposits
Year, Make, Model, & Trim: ____________
Electric
Gas
___________________________________
Security deposit on a rental unit
Mileage: ___________________________
Prepaid rent
Condition:
Poor
Fair
Good
Excellent
Rented furniture or equipment
Telephone
Water
Year, Make, Model, & Trim: ____________
___________________________________
Mileage: ___________________________
Condition:
Poor
Fair
Good
Excellent
1
Personal Property Checklist
Instructions: Check the box and fill in the information for each item that you own.
Cash on hand (include sources)
Motor vehicles (non-financed)
In your home: $______________
Vehicle(s) for which you are on title:
In your wallet: $______________
Under your mattress: $______________
Deposits of money (include sources)
Year, Make, Model, & Trim: ____________
How many OPEN bank accounts do you
___________________________________
have? ________________________
Mileage: ___________________________
Money in checking account(s):
Condition:
$____________________________
Poor
Fair
Good
Excellent
Brokerage account (with stockbroker)
Certificates of deposit (CDs)
Credit union deposit
Year, Make, Model, & Trim: ____________
Escrow account
___________________________________
Money market account
Mileage: ___________________________
Money in a safe deposit box
Condition:
Poor
Fair
Good
Excellent
Savings $______________
Tax Returns Anticipated or Due
Security deposits
Year, Make, Model, & Trim: ____________
Electric
Gas
___________________________________
Security deposit on a rental unit
Mileage: ___________________________
Prepaid rent
Condition:
Poor
Fair
Good
Excellent
Rented furniture or equipment
Telephone
Water
Year, Make, Model, & Trim: ____________
___________________________________
Mileage: ___________________________
Condition:
Poor
Fair
Good
Excellent
1
Household goods, supplies, and furnishings
Collectibles (such as political buttons,
baseball cards)
Antiques
Family portraits
Appliances
Figurines
China and crystal
Original artworks
Clocks
Photographs
Dishes
Records, CDs, audiotapes
Furniture:
Stamps
Bedroom Set(s)
Videotapes/DVD collection
Living Room Set(s)
Wine Collection
Dining Room Set(s)
Apparel
Entertainment Center(s)
Other _______________________
Clothing
Gardening tools
Furs
Home computer (for personal use)
Jewelry
Iron and ironing board
Engagement and wedding rings
Lamps
Gems
Lawn mower or tractor
Precious metals
Microwave oven
Watches
Patio or outdoor furniture
Firearms, sports equipment, and other
Radios
hobby equipment
Rugs
Hobby equipment
Sewing machine
Bicycle(s)
Silverware and utensils
Camera/Video equipment
Small appliances
Exercise machine/equipment
Snow blower
Fishing gear
Stereo system
Guns (rifles, pistols, shotguns, muskets)
Telephone and answering machines
Television(s) – How many?_______
Musical instruments
Vacuum cleaner
Scuba diving equipment
Video equipment (VCR, DVD, Blu Ray)
Ski equipment
Video Gaming System
Tools
Books, pictures, other art objects; stamp,
Other weapons (swords and knives)
coin, and other collections
Art prints
Books
Coins
2
Interests in insurance policies
Other debts for which the amount owed you
is known and definite
Credit insurance
Disability benefits due
Disability insurance
Disability insurance due
Health insurance
Judgments obtained against third
Homeowners' or Renters' Insurance
parties you haven't yet collected
Term life insurance
Sick pay earned
Whole life insurance
Social Security benefits due
Annuities, Pension or profit-sharing plans
Tax refund due under returns already
IRA
filed
Keogh
Vacation pay earned
Pension or retirement plan
Wages due
401(k), 403(b) plan
Workers' compensation due
Stock and interests in incorporated and
Any special powers that you or another
unincorporated companies
person can exercise for your benefit, other
Interests in partnerships
than those listed under "real estate"
Limited partnership interest
A right to receive, at some future time,
General partnership interest
cash, stock, or other personal property
placed in an irrevocable trust
Stocks
Current payments of interest or
Government and corporate bonds and other
principal from a trust
investment instruments
General power of appointment over
Corporate bonds
personal property
Municipal bonds
An interest in property due to another
Promissory notes
person's death
U.S. savings bonds
Any interest as the beneficiary of a living
Accounts receivable
trust, if the trustor has died
Accounts receivable from business
Expected proceeds from a life insurance
Commissions already earned
policy where the insured has died
Family support
Inheritance from an existing estate in
Alimony (spousal support, maintenance)
probate (the owner has died and the
due under court order
court is overseeing the distribution of
the property), even if the final amount is
Child support payments due under court
not yet known
order
Payments due under divorce property
settlement
3
All other contingent claims and claims
Aircraft and accessories
where the amount owed you is not known,
Aircraft
including tax refunds, counterclaims, and
Aircraft radar, radio, and other
rights to setoff claims (claims you think you
accessories
have against a person, government, or
corporation, but you haven't yet sued on)
Office equipment, furnishings, and supplies
Claims against a corporation,
Artwork in your office
government entity, or individual
Computers, software, modems, printers
Potential tax refund on a return that is
Copier
not yet filed
Fax machine
Patents, copyrights, and other intellectual
Furniture
property
Supplies
Copyrights
Telephones
Patents
Typewriters
Trade secrets
Machinery, fixtures, equipment, and
Trademarks/Trade names
supplies used in business
Licenses, franchises, and other general
Tools of your trade
intangibles
Business inventory
Building permits
Livestock, poultry, and other animals
Cooperative association holdings
Pure bred animals for sale
Exclusive or Nonexclusive licenses
Fish and aquarium equipment
Liquor licenses
Horses
Patent licenses
Other pets
Professional licenses
Livestock and poultry
Recreational Vehicles
Other personal property of any kind not
Minibike or motor scooter
already listed
Mobile or motor home if on wheels
Burial Plot
Motorcycle or Quad
Any other assets of value not listed:
Recreational vehicle (RV)
Trailer
Boats, motors, and accessories
Boat (canoe, kayak, rowboat, shell,
sailboat, pontoon, yacht, etc.)
Boat radar, radio, or telephone
Outboard motor
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