Opening Appointment Worksheet

RICHLAND COUNTY PROBATE COURT WORKSHEET This worksheet should be completed BEFORE your interview with Court personnel. If this form has not been completed, Court Personnel cannot determine if you will need legal assistance or if you can handle the estate yourself. (Remember, it may be necessary to call 576-1961 to reschedule an appointment, if you have not completed the required forms.) A. REAL ESTATE (IN STATE AND OUT OF STATE) LOCATION (Street/City/State) Owner's Name Value _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ CEMETARY PLOT(S) (Owned by decedent) Location: ___________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ B. STOCKS, BONDS (in decedent's name alone) Stocks: ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Bonds: ________________________________________________________________ ________________________________________________________________ C. CASH, BANK ACCOUNTS*, NOTES (BEING PAID TO DECEDENT) *Bank accounts with "or" ­ See Schedule E. Cash on hand? yes ___ no ___ If yes, amount: $__________________________ Paycheck? yes ___ no ___ If yes, amount: $__________________________ From: ___________________________ Payable to: _______________________________ Refund checks? yes ___ no ___ If yes, amount: $__________________________ From: ___________________________ Payable to: _______________________________ From: ___________________________ Payable to: _______________________________ Mortgage due decedent? yes ___ no ___ If yes, amount: $____________________ From: ___________________________ Inheritance to be received by decedent: yes ___ no ___ Describe: __________ ______________________________________________________________________________ Bank/Company Name Amount Checking account(s):___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Page 1 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Savings account(s): ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ C. D.(s): Other (list): ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ D. PART 1 ­ INSURANCE PAYABLE TO THE ESTATE: Company Name & Policy Number Face Value _______________________________________________________________________________ _______________________________________________________________________________ PART 2 ­ INSURANCE PAYABLE TO BENEFICIARY: Beneficiary Name Company Name & Policy No. Face Value _______________________________________________________________________________ _______________________________________________________________________________ E. JOINTLY OWNED PROPERTY (With Right of Survivorship) Exact Names on Account Checking Account(s): Bank/Company Name Amount __________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ Certificate(s) Of Deposit: __________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ Stocks: __________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ Bonds: _________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ Real Property: _______________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ (Bring copy of Deed) Page 2 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Other (list ­ vehicles, etc.): ______________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ F. MISCELLANEOUS Household Goods & Furnishings: ______________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ Exact name on Title Year/Model Value Vehicles (auto, etc.): _______________________________________________________ _______________________________________________________ _______________________________________________________ Boat, motors, and Trailers: _______________________________________________________ _______________________________________________________ _______________________________________________________ Mobile Homes: _______________________________________________________ _______________________________________________________ Farm Equipment: _______________________________________________________ _______________________________________________________ Description Business owned: Jewelry (of value): Collectibles: Other (list): Approximate Value _______________________________________________________ _______________________________________________________ _______________________________________________________ ____________