Verified Initial Inventory

Select County Name of Ward: [entering the Ward's name here will auto-populate this document]GID:Case Number: [entering the Case Number here will auto-populate this document] www.jud6.org Amended Form? [Place 'Yes' in this box.] NoSchedule A-1$0.00 Schedule A-2$0.00 Schedule B-1$0.00 Schedule B-2$0.00 Schedule B-3$0.00 Schedule B-4$0.00 ADDITIONAL INSTRUCTIONS may be found by clicking on this link: INSTRUCTIONS Verified Initial Inventory report ("Report") is due within 60 days after the Letters of Guardianship are signed, pursuant to FS 744.362.Enter all amounts in this document in numbers, e.g., 2500.50 or -2500.50. Each entry will be automatically converted into dollars and cents: $2,500.50 or ($2,500.50).Amounts herein represent the Ward's percentage ownership of/interest in the respective assets, liabilities and other financial information.VERIFIED INITIAL INVENTORY IN THE CIRCUIT COURT, SIXTH JUDICIAL CIRCUIT, FLORIDA For Official Use Only: 01/00/00 SUMMARY I $0.00 Part IIGID for the Ward: (continued)SCHEDULE A: Real Estate Assets / LiabilitiesReal Estate / Real PropertyReal Estate Liabilities SCHEDULE B: Cash / Personal Property / Intangible Assets / LiabilitiesCash Assets /Cash Equivalent Assets $0.00 $0.00 Personal Property AssetsLiabilities/Secured and Unsecured Debt/Notes/Loans REQUIRED INFORMATIONPart ICase Number: [this Case Number is auto-populated from the "Case Number" box, above]0Type of Guardianship:***THE FOLLOWING DATA WILL AUTO-COMPLETE---YOU WILL NOT NEED TO FILL IN ANY INFORMATION.***GuardianVERIFIED INITIAL INVENTORY OF GUARDIAN A Safe Deposit Box inventory should be filed separately from this Verified Initial Inventory. However, the CONTENTS of the Safe Deposit Box should also be LISTED in this Inventory on the appropriate schedule. GID is the date the Letters of Guardianship were signed.Real Estate Assets, Net of LiabilitiesCash/Personal Property/Intangible Assets, Net of LiabilitiesAll values for assets should be the value as of the Guardianship Inception Date ("GID").*** The first page of each schedule of this Verified Initial Inventory report is to be submitted, even if there are NO assets/liabilities listed on the schedule.***Remove any blank pages and attach documentation relevant to each schedule behind that particular schedule.Round all percents to hundredths (41.66667% = 41.67%).CAUTION: By tabbing to the Ward's % cell or clicking on this cell, you must enter the percent amount as digits, such as 70, without the % sign. The 70 will show as 70%. If you double click on this cell, you must use the % sign. Otherwise the percent will be incorrect, e.g., 70 will show as 7000%.0IN RE: GUARDIANSHIP OF: [this Ward's Name is auto-populated from the "Name of Ward" box, above]Social Security Number:Intangible AssetsAttorney for Guardian: American LegalNet, Inc. www.FormsWorkFlow.com Name of Ward:0Page 2Case Number: Schedule C-1Schedule C-2Schedule C-3Schedule C-4Schedule C-5(continued) Lawsuits Pending by the WardSCHEDULE C: Other Financial InformationValue of Trusts for the WardJoint Owners of Ward's Assets $0.00 $0.00 $0.00 Income (Annualized)Lawsuits Pending Against the Ward $0.00 $0.00 ***THE FOLLOWING DATA WILL AUTO-COMPLETE---YOU WILL NOT NEED TO FILL IN ANY INFORMATION.***Summary (Cont'd)VERIFIED INITIAL INVENTORYIN THE CIRCUIT COURT, SIXTH JUDICIAL CIRCUIT, FLORIDAPart III SUMMARY II0 American LegalNet, Inc. www.FormsWorkFlow.com 0Case Number:0Page 1Line #Personal Residence?Income Property?Full Asset Value as of GIDWard's % [CAUTION]Ward's Value as of GID $200,000.00 50.00%$100,000.00 $150,000.00 100.00%$150,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 IN THE CIRCUIT COURT, SIXTH JUDICIAL CIRCUIT, FLORIDASchedule A-1Name of Ward:VERIFIED INITIAL INVENTORY SCHEDULE A-1: Real Estate / Real Property423(continued)Real Estate / Real Property, All PagesReal Estate / Real Property, Page 1 1 EXAMPLE 2 Duplex / Rental Property456 Elm StLargo, FL 33770123 Main St. Real Estate / Real Property DescriptionEXAMPLE 2Clearwater, FL 33762Jointly owned with spouseFirst line / Income Property?: Indicate 'Yes' or 'No' in this box if the Property is an Income property of the ward. CAUTION: By tabbing to the Ward's % cell or clicking on this cell, you must enter the percent amount as digits, such as 70, without the % sign. The 70 will show as 70%. If you double click on this cell, you must use the % sign. Otherwise the percent will be incorrect, e.g., 70 will show as 7000%. EXAMPLE 1 Single Family HomeEXAMPLE 1INSTRUCTIONS***Attach the Property Appraiser's record of each Property behind this Schedule.*** http://www.pcpao.org http://appraiser.pascogov.com/search/ ***All values for Property should be the value as of the GID.*** The Pinellas County Property Appraiser's website is at 205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205.The Pasco County Property Appraiser's website is at 205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205.First line / Personal Residence?: Indicate 'Yes' or 'No' in this box if the Property is a Personal Residence of the ward.Second line: Street Address, including Unit / Apartment / Suite Number, of Property.Third line: City / State / Zip Code of Property.Ward's Value = Full Asset Value times Ward's Percentage Ownership of the Real Estate / Real Property. American LegalNet, Inc. www.FormsWorkFlow.com 0Case Number:0Page 2Line #Personal Residence?Income Property?Full Asset Value as of GIDWard's % [CAUTION]Ward's Value as of GID $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 11Name of Ward:IN THE CIRCUIT COURT, SIXTH JUDICIAL CIRCUIT, FLORIDAVERIFIED INITIAL INVENTORY SCHEDULE A-1: Real Estate / Real Property (Cont'd)Schedule A-1Real Estate / Real Property Description56798(continued)Real Estate / Real Property, Page 21210 American LegalNet, Inc. www.FormsWorkFlow.com 0Case Number:0Page 3Line #Personal Residence?Income Property?Full Asset Value as of GIDWard's % [CAUTION]Ward's Value as of GID $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 19Name of Ward:IN THE CIRCUIT COURT, SIXTH JUDICIAL CIRCUIT, FLORIDAVERIFIED INITIAL INVENTORY SCHEDULE A-1: Real Estate / Real Property (Cont'd)Schedule A-1Real Estate / Real Property Description1314151716(continued)Real Estate / Real Property, Page 3 2018 American LegalNet, Inc. www.FormsWorkFlow.com 0Case Number:0Page 1 Pasco County Pinellas County Line #Type?Full Debt Balance as of GIDWard's % [CAUTION] Ward's Debt Balance as of GID $200,000.00 50.00%$100,000.00 $100,000.00 100.00%$100,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 INSTRUCTIONS https://public.co.pinellas.fl.us/captcha/captcha.jsp?successPage=/login/captchasuccess.jsp Pinellas County Records Login is at the following website:***Attach a copy of the mortgage statement, deed, note, etc. for each Property behind this Schedule.*** [See below.]CAUTION: By tabbing to the Ward's % cell or clicking on this cell, you must enter the percent amount as digits, such as 70, without the % sign. The 70 will show as 70%. If you double click on this cell, you must use the % sign. Otherwise the percent will be incorrect, e.g., 70 will show as 7000%.First line / Type?: Indicate if the liability is a mortgage [M] / Note [N] / Loan [L] / or Other [O] Debt. ***Only liabilities on real estate assets are listed here.******Please list the liabilities in the same order that the real estate was listed on Schedule A-1.***First line: Name of Lending Institution (Bank, Credit Union, etc.) / Private Lender / Other Type of Lender.The above noted documents may be found in the "Public Records" of the county where the Property is located205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205205.***All values for liabilities should be the value as of the GID.***Real Estate Liability DescriptionThird line: Lending Institution's Account Number (NOT Routing Number) for this Liability.Second l