The NHJB 2125 P form is a crucial document used in New Hampshire's probate process to inventory the assets of an estate. This form helps fiduciaries, such as executors or guardians, provide a detailed account of the estate's assets, including real estate and personal property. Completing this form accurately is essential for the proper administration of the estate.
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The NHJB 2125 P form plays a crucial role in the management of fiduciary responsibilities within the New Hampshire judicial system. Designed for use by executors, administrators, guardians, conservators, and trustees, this form serves as an inventory of the estate's assets, ensuring transparency and accountability. It requires detailed information about the fiduciary, including names, court orders, and bond amounts, while also prompting fiduciaries to consider attorney fees and their own compensation. For estates of deceased individuals, the form captures values as of the date of death, providing a comprehensive summary of both real and personal estate. This includes the total value of real estate, cash on hand, household furnishings, and various other categories of personal property. Attachments play a significant role, as they allow fiduciaries to itemize assets like stocks, bonds, and business assets, ensuring that every component of the estate is accounted for. The form also emphasizes the importance of accuracy and honesty, as any misrepresentation could lead to serious legal consequences. Ultimately, the NHJB 2125 P form is not just a bureaucratic requirement; it is a vital tool that helps maintain the integrity of the estate administration process, safeguarding the interests of all parties involved.
THE STATE OF NEW HAMPSHIRE
JUDICIAL BRANCH
http://www.courts.state.nh.us
Court Name:
Case Name:
Case Number:
(if known)
INVENTORY OF FIDUCIARY
Executor/Administrator Guardian/Conservator Trustee
Original
Amended (Attach written explanation)
1.Fiduciary Name Fiduciary Name
2. Attorney name
Bar ID #
3. BOND AMOUNT ORDERED BY THE COURT $
4. Answer the following questions only if processing the estate of a deceased person.
If you have an attorney, have attorney fee arrangements been discussed?
Yes
Have fiduciary fee arrangements been considered?
No
5.
ESTATE SUMMARY
For decedent estates, all values should be as of the date of death. For all other case types, values should be as of the date of the fiduciary’s appointment.
A. TOTAL VALUE OF REAL ESTATE
$
On a sheet of paper (Attachment A), list each piece of real estate including its
street address, city/town where real estate is located, county where deed is recorded, book and page of deed, and the value of each piece of real estate.
B. TOTAL VALUE OF PERSONAL ESTATE (from total on second page)
C. TOTAL VALUE OF ENTIRE ESTATE (Add A and B above)
6.
PERSONAL ESTATE DETAIL
Enter the total value of the personal property for each category below, and list the specific items and their value for each category on the appropriate attachment. For decedent estates, all values should be as of the date of death. For all other case types, values should be as of the date of the fiduciary’s appointment.
A.
Cash On Hand (No attachment is required.)
B.
Attachment B – Household Furnishings and Effects
On a sheet of paper (Attachment B), list the contents of the household and
their values. Do not list wearing apparel, Bibles, family pictures, photographs, or other personal trinkets of sentimental rather than intrinsic value.
NHJB-2125-P (01/01/2014)
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C. Attachment C – Other Tangible Personal Property
On a sheet of paper (Attachment C), list all other tangible personal property
including motor or recreational vehicles, farmers' utensils, mechanics tools and livestock. For each motor or recreational vehicle, list the year, make, model and vehicle identification number (VIN).
D. Attachment D – Stocks and Bonds
On a sheet of paper (Attachment D), list stock or bond name, number of shares and value per share. See additional information in the ‘Personal Estate Detail’ box above.
E. Attachment E – Deposited in Banks/Financial Institutions
On a sheet of paper (Attachment E), list the name and address of the bank or financial institution, the account or certificate number, the date of the last interest/dividend paid and the account balance.
F. Attachment F – Business Assets
On a sheet of paper (Attachment F), list all business assets and their values.
G. Attachment G – Notes Receivable and Other Written Evidence of Debt
Owed to the Deceased or Ward
On a sheet of paper (Attachment G), list debtor and/or payor, the amount
owed, the date of the note and terms of payment.
H. Attachment H– Other Miscellaneous Personal Property
On a sheet of paper (Attachment H), list any personal property not listed
above and the individual values.)
TOTAL VALUE OF PERSONAL ESTATE
Add amounts on lines 6A through 6H (Cash on Hand plus Attachments B through H). Copy the ‘total value of personal estate’ amount to page 1, line 5B of the Estate Summary.
7. The inventory value was determined by: (check all applicable boxes)
appraisal
tax information
bank statement
other source
8. This section must be completed by the fiduciary completing the form.
I/We,
the fiduciary, of the estate of
,swear that I/we have acted faithfully, impartially and according to my best judgment. I believe that if I have knowledge or possession of any further estate of the deceased, I will immediately amend my inventory. I swear that the foregoing information is true and correct to the best of my knowledge. I understand that making a false statement on this Inventory will subject me to criminal penalties.
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I certify that on this date I provided this document(s) to the parties who have filed an appearance for
this case or who are otherwise interested parties by:
Hand-delivery OR
US Mail OR
Email (E-mail only by prior agreement of the parties based on Circuit Court Administrative Order).
Date
Fiduciary Signature
ATTENTION BENEFICIALLY INTERESTED PARTIES
This Inventory may be accepted by the Probate Division unless a written objection, containing the specific factual or legal basis for the objection, is filed within 10 days after the date the Inventory is filed in the Probate Division. Failure to file an objection may forfeit your right to a hearing concerning the Inventory or your objection, and the Probate Division may then act without a hearing or any further notice to you.
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What is the purpose of the NHJB 2125 P form?
The NHJB 2125 P form serves as an inventory of fiduciary assets in the context of probate proceedings. This document is crucial for detailing the assets of a deceased person's estate, which may include real estate, personal property, and financial accounts. By providing a comprehensive overview of the estate's value, the form ensures transparency and accountability for the fiduciary, whether they are an executor, administrator, guardian, conservator, or trustee.
Who needs to fill out the NHJB 2125 P form?
What information is required on the NHJB 2125 P form?
The form requires detailed information about the fiduciary, including their name and the name of the attorney representing them. Additionally, it asks for the bond amount ordered by the court, if applicable. The inventory section must include a summary of the estate's total value, broken down into real estate and personal property categories. Each category of personal property requires specific details, such as descriptions and values, which should be documented on attached sheets.
How should values be determined for the inventory?
Values should be assessed based on specific dates. For decedent estates, all values must reflect the date of death. In cases involving living individuals, values should correspond to the date when the fiduciary was appointed. Various methods can be used to determine these values, including appraisals, tax assessments, and bank statements. It is essential to check all applicable boxes on the form to indicate how the inventory values were determined.
What happens if someone disagrees with the inventory submitted?
If a party with an interest in the estate disagrees with the inventory, they have the right to file a written objection. This objection must be submitted within ten days of the inventory being filed in the Probate Division. It is important to include specific factual or legal reasons for the objection. If no objection is filed within this timeframe, the right to a hearing may be forfeited, and the Probate Division can proceed without further notice.
What are the consequences of providing false information on the form?
Providing false information on the NHJB 2125 P form can lead to serious consequences. The fiduciary must swear that the information is true to the best of their knowledge. If it is later discovered that false statements were made, the fiduciary may face criminal penalties. This underscores the importance of accuracy and honesty when completing the form, as it reflects not only on the fiduciary's integrity but also on their legal obligations.
Misconceptions about the NHJB 2125 P form can lead to confusion for fiduciaries and interested parties. Here are nine common misconceptions along with clarifications:
New Hampshire Load - The form requires a declaration of compliance with New Hampshire traffic and motor vehicle laws.
Parenting Plan Nh - It serves both temporary and final arrangements for parenting responsibilities.
To further understand the requirements and format of the document, it is helpful to reference comprehensive resources such as toptemplates.info/bill-of-sale/california-bill-of-sale, which provide guidance on properly completing a California Bill of Sale form to ensure all legal aspects are addressed.
Nhjb 2185 Fp - The spouse of the petitioner may need to assent if they are also a parent of the child.