REAL PROPERTY Total estimated fair market value of real property:

Total estimated debt on real property:

Total Proceeds from Sale of Separate Real Property

GENERAL INFORMATION

Public Record
Leal Description of URL or Title Probate
Property and Address State Document link Property Class Asset
Community Y
Separate Y
Community N
Separate N

Total
Probate Property Total
Non-Probate Property Total
INFORMATION ABOUT REAL PROPERTY ITEMS LISTED ABOVE THAT WE

Appraisal Company Contact Address

alue of real property: $-
n real property: $-
eparate Real Property $-

TION

Estimated
Value in Appraised Purchase
Dollars Value Dollars of Debt Price Sale Price
$- $- $- $- $-
$- $- $- $- $-
$- $- $- $- $-
$- $- $- $- $-

$- $- $- $- $-
$- $- $- $- $-
$- $- $- $- $-
MS LISTED ABOVE THAT WERE APPRAISED:
Who
contracted Item number
Appraisal Date appraiser from above
Date of Sale /
Purchase Item No
HFJJr001
HFJJr002
HFJJr003
 Location Death Certificate
Document Date Deceased Time Deceased State Domiciled
Deceased Request Date

Certified Copy Death

Certificate
DOT Accident Report
Original Will and Codicil

Sender Request Date Receipt Date Current Bill Title

Records of any public Old Age Assistance

assistance received by
the decedent Aid to the
Medical Assistance (including Permanently and
Medicaid) Totally Disabled
Medicaid
Other

Document Title Sender Request Date Receipt Date Payee

Documents regarding
outstanding bills, debts,
or claims against the
decendent such as: General
Obligations - Utilities and
Monthly Services Document Title Sender Request Date Receipt Date Payee

Document Title Sender Request Date Receipt Date Issuer

Credit card records and

statements, issuers, and
account numbers.
 Credit card records and
statements, issuers, and
account numbers.

Loan or Note Title Sender Request Date Receipt Date Lender Name

Loans and notes due

(including mortgages): name
of the lender(s) and the
amount(s) owed at death.

Unpaid taxes – income,

property, business Document Title Description Request Date Receipt Date Tax Category
enterprise, interest and
dividends,

Medical or hospital expenses

and other monies owing for Document Title Description Request Date Receipt Date Tax Category
the last illness.
Other General Obligations

Mortgages Due
Loan or Note Title Sender Request Date Receipt Date Lender Name

Funeral charges and

monument expenses. Contact Phone /
Company Address Contact Account Status
Email
All important records of any
business that the decedent Document Title Business Name EIN Owner Relationship
owned, either totally or in
part, including information
regarding assets and debts.

Assets
Stocks and Bonds
Certificates. Account Holiding
Instrament Date Acquired Receipt Date
Number Company

Certificates of title to Title Requested

personal property such as Legal Owner VIN or ID Acquired Date Title Holder
Date
automobiles.

Insurance policies or any Holiding

pension or profit sharing plan Holder Sender Request Date Receipt Date
Company
for which a death benefit is
available
Decedent’s last Federal Holiding
income tax return and NH Instrament Sender Request Date Receipt Date
Company
Interest and Dividends Tax
Return

Find the name and address of the decedent’s accountant, if any

Gift Tax returns. Holiding
Instrament Sender Request Date Receipt Date
Company

Papers concerning Social

Security and Veteran’s Service Number Name Grade Status Prasent Address
Benefits.

Bank Accounts
Name and Address of Bank Address1 Address2 City State
Bank(s).

Safe Deposit Box Number(s). Bank Address1 Address2 City State

Location of Key(s).
Contents of the Safe Deposit Item Category
Box(es).

Savings Account Numbers. Bank Address1 Address2 City State

Checking Account Numbers. Bank Address1 Address2 City State

Checking Account Numbers.

Balance(s) at date of death. Bank Address1 Address2 City State

Certificate of Deposit
numbers and amounts. Item Name Holder Count Units Date Acquired Valuation 1/22/09

Investment or Money Market Bank Address1 Address2 City State

Account numbers and
amounts.

Real Estate
List the following for all real estate owned by the decedent, whether or not it was held in joint tenancy.
County (United States County Records)
State
Location. (If the real estate is located out of state, you should consult an attorney in that state to
determine
Parcel the correct procedures.)
Legal Description
Deed Reference (book and page number at County Registry of Deeds).
Mortgage and name of bank holding mortgage.
Mortgage and name of bank holding mortgage. (Payment Address and Contact)
Mortgage Insurance
Mortgage Insurance Annual Amount Due
Mortgage Amount (Start)
Mortgage Amount Owed (on death)
Mortgage Monthly Payment Amount (on death)
Assessed Value at date of death (on tax bill).
Name(s) on deed.
Securities
If possible, photocopy certificates. If not, list the following information:
Name of Corporation. Certificate Number. Common or Number of shares. Value at date of death. Name(s) on
Preferred stock certificates.

NOTE: The actual investment certificates can either be held by the brokerage firm (“in street name”) or, by the decedent. If the latter, you will need to loo

Include the titles, registrations and insurance policies for the following:
NOTE: if the vehicles are being operated while probate is pending, make sure the insurance company is notified and the policies are fully paid.
Owner Title Registration Insurance Policy Cost

Automobiles
Automobiles
Automobiles
ıRecreational Vehicles
Boats
Airplanes
List the following: Valuable personal property:
Coin Collection Electronics
Jewelry Electronics
Antique Electronics
Art Collection
Stamp Collection
Gun Collection
Make arrangements for any pets which may need to be removed from the decedent’s premises and cared for.
Pet
Life insurance
Company name. Policy number. Amount. Beneficiary. Insurance Agent's Name

NOTE: If death occurred accidentally on a trip paid for, at least in part, with a credit card, the card issuing company will often provide life insurance and/or
Therefore, the decedent’s credit card records should be
 Date
Holder Requirements Location of Original Legal Owner
Received

Payee Owing Budget Payment Pay Date

Account Number Owing Budget Payment Pay Date

Account Number Balance Owing Payment Pay Date

Account Number Balance Owing Payment Pay Date

 Account Number Owing Budget Payment Pay Date

Payee and Address Owing Budget Payment Pay Date

Payee and Address Owing Budget Payment Pay Date

Value at
Account Number Owing Budget Due on Death date of
death.

Value at
Description of Services
Owing Budget Payment date of
Performed
death.
 Value at
Business Address Public Records ID Start Date End Datre date of
death.

Value at
Holding Company Contact
Quantity Unit Unit Cost date of
info
death.

Title Holder and Address Insurance Street Value Owing Payout

Account Number Owing Budget Payment Pay Date

Account Number Owing Budget Payment

Account Number Owing Budget Payment

Organization

Zip Phone Fax Email

Zip Phone Fax Email Balance

Balance

Zip Phone Fax Email Balance

Zip Phone Fax Email Balance

 Zip Phone Fax Email Balance

Address Phone Fax Notes

Zip Phone Fax Email

 Type of bond (i.e. US Treasury, Series number. Numbers on the Face value of the Value at date Monthly or year-end
Savings, municipal etc.). bonds. bonds. of death. account statements from
which decedent’s
investment holdings can
be determined.

. If the latter, you will need to look for the stock or bond certificate among the decedent’s effects.

policies are fully paid.

Value 1/22/09 VIN Title Owner Value on Death
 Insurance Agent's Address Insurance Agent's Phone Where the policies are located?

ften provide life insurance and/or reviewed. If there are no records, contact the card-issuing companymedical coverage.
Class Year Make Type Model Color VIN
Community
Separate
JTWROS
License Plate Condition Purchase Price Value on 1/22/209
Registered Onwer Registered Address New Owner
Vocabulary
A-B Trust

Administrator
Administrator

Affidavit
Affidavit
Age of Majority
Alimony

Alternative Date of Death

Ancillary Administration
Annual Exclusion

Appraisal
Appreciated Property
Ascendants
Assignment
Bankruptcy
Beneficiary
Beneficiary
Bequest

Bequest
Bond
Breach of Trust
Buy-Sell Agreement
Bypass Trust

Capital Gain
Capital Gains And Losses
Capital Gains Tax

Capital Loss

Chapter 13 Bankruptcy
Chapter 7 Bankruptcy
Charitable Gift Annuity

Charitable Income Tax

Reduction

Charitable Trust
Children's Trust
Claim Against An Estate
Codicil
Codicil
Cohabitation Agreement

Collateral
Common-Law Marriage

Community Property

Conservator
Consideration
Contest of A Will
Contract

Corporate Fiduciary
Cost Basis
Creditor
Creditor
Custodian

Custodian of the Will

Date of Death
Death Taxes

Debtor
Decendent
Deduction
Deed

Default
Defined Contribution Plan

Descendants
Disbursements
Docket Number
Domicile
Donee / Donor
Durable Power of Attorney

Easement
Elective Share

Encumbrance
Equitable Distribution

Escrow

Escrow Account
Estate
Estate Tax

Ex Parte

Executor

Executor

Fiduciary
Fiduciary

Fiduciary Duty

Foreclosure
Gift Tax

Gift Tax Annual Exclusion

Grantor
Gross Estate
Guardian
Guardian

Guardian Ad Litem

Heir
Heirs
Homestead
Inter Vivos
Interest
Interested Person
Intestate
Intestate
Intestate Succession
Invasion of A Trust
Inventory
Irrevocable Trust
Joint and Survivor Annuity

Joint Ownership
Joint Ownership

Joint Property

Jurisdiction
Last Will
Letters of Administration
Lien

Living Trust
Living Will

Marital Deduction
Pension Plan
Personal Property
Personal Representative

Petition
Power of Appointment
Power of Attorney

Preference
Principal

Pro Rata
Probate
Probate
Probate Estate
Promissory Note
Prudent Investor Rule
Real Property

Real Property
Remainderman
Revocable Trust
Settlor
Ss-4
Successor Trustee or Executor

Summary Administration
Tangible Personal Property

Testamentary Trust
Testate
Title
Trust

Trust Agreement
Trust Fund
Trustee
Unified Credit
Will

Exempt property:
Homestead allowance:
Definition
Also called a “marital life estate” is a trust designed to help couples with combined assets over $600,
each member of a couple to use the $600,000 estate tax exemption.
The individual or institution appointed by the court to oversee the settlement of an estate of a person
An individual appointed by the court to manage one's estate when he or she dies without leaving a wi
are responsible for collecting property, paying debts and taxes and distributing assets to beneficiaries
The written declaration of facts made voluntarily under oath.
A written statement made under oath.
The age when a person acquires all the rights and responsibilities of being an adult. In most states, th
Also called maintenance or spousal support. In a divorce or separation, the money paid by one spouse
comes with marriage.
The executor or trustee of an estate has the option to appraise or value assets six months after the de
the event that assets values have declined over this six month period.
The Probate of the decedent’s property located in a different state than which the decedent lived.
The amount of money or value of property (currently $12,000 for an individual and $24,000 for husba
year without incurring gift tax.
The process of determining the fair market value of property or asset   within an estate.
Property such as real estate, classic automobiles, works of art; investments or stocks which have incre
The ancestors of a person either alive or deceased such as; parents, grandparents, great-grandparent
The transfer of legal rights, such as the time left on a lease, from one person to another.
Insolvency; a process governed by federal law to help when people cannot or will not pay their debts.
Person named in a will or insurance policy to receive money or property; person who receives benefits
An individual named in a will or trust document to receive money, property, principal or income from
To give or leave personal property or assets by will to an individual or charity. A bequest may be for a

A Gift of property given under the terms of a will.

Money that backs a promise that an individual will perform a duty.
Failure of a trustee to fulfill required duties; includes doing things illegally, negligently or forgetfully.
An agreement among business partners that specifies how shares in the business are to be transferre
Also called a marital life estate or an A-B trust. A trust designed to help couples with combined assets
allows each member of a couple to use the $600,000 estate tax exemption.
The profit made from the sale of a capital asset, such as real estate, a house, jewelry or stocks and bo
A tax calculation, the difference between the purchase price (cost) and selling price (proceeds).
A tax that is assessed on the difference between the cost basis (the original amount of purchase) of a
tax rate is 15% for most�types of investment property.
The loss that results from the sale of a capital asset, such as real estate, a house, jewelry or stocks an
business (personal) loan.)
A type of bankruptcy in which a person keeps his assets and pays creditors according to an approved
A type of bankruptcy in which a person's assets are liquidated (collected and sold) and the proceeds a
An agreement in which you transfer cash or other assets to a charitable organization in exchange for
life or for a term of years. The annuity payout rate is fixed and is determined by the age of the annuit
A deduction is provided to a donor who makes a gift to qualifying charities. If cash is donated to a pub
of his adjusted gross income. If the gift is property held long term, the donor may obtain a deduction

A trust having a charitable organization as a beneficiary.

A trust set up as part of a will or outside of a will to provide funds for a child.
Refers to a charge against an estate to settle an agreement or an outstanding obligation (as in the ca
A additional legal document that changes or modifies an earlier will.
An addition or other change to an existing will.
Also called a living-together contract.  A document that spells out the terms of a relationship and ofte
divided if the relationship ends.
An asset that a borrower agrees to give up if he or she fails to repay a loan.
In some states, a couple is considered married if they meet certain requirements, such as living toget
a couple has all the rights and obligations of a traditionally married couple.
Property acquired by a couple during their marriage. Refers to the system in some states for dividing
spouse. In this system, everything a husband and wife acquire once they are married is owned equall
the money to purchase the asset or whose name the asset is held in.
Person appointed to manage the property and finances of another. Sometimes called a guardian.
Something of value that is given in exchange for getting something from another person.
Challenging the validity of a will, through a legal proceeding, to prevent the distribution of estate asse
An agreement between two or more parties in which an offer is made and accepted, and each party b
oral or just plain understood. Some contracts are required to be in writing in order to be enforced.
An institution that acts for the benefit of another. For example - a bank acting as trustee.
The original value of an asset, such as stock, before its appreciation or depreciation.
A individual, business or entity which may be owed money by an estate.
A person (or institution) to whom money is owed.
Under the Uniform Transfers to Minors Act, the person appointed to manage and dispense funds for a
requirements.
The person who has the Will when the person who wrote the Will dies.
The date the decedents dies. (see step up on death article)
Federal and state taxes that are due against property or the transfer of assets upon the death of the o
taxes. (estate tax calculator)
Person who owes money.
The person who died.
For tax purposes, the portion of an estate that does not generate tax (such as the unlimited marital de
A written legal document that describes a piece of property and outlines its boundaries. The seller of
the buyer in exchange for an agreed upon sum of money.
The failure to fulfill a legal obligation, such as neglecting to pay back a loan on schedule.
Also called an individual account plan.  A type of retirement plan in which the employer pays a specifi
among the individual accounts of each participating employee. Profit-sharing, employee stock owners

Any children or offspring leaving or deceased including grandchildren.

Legal expenses that a lawyer passes on to a client, such as for photocopying, overnight mail and mes
Number designation assigned to each case filed in a particular court.
The state and county that the decedents lived (primary residence).
The recipient of a gift; the giver of a gift.
A written legal document that allows an individual to designate another person to act on his or her be
disabled or incompetent.
Gives one party the right to go onto another party's property. Utilities often get easements that allow
Refers to probate laws that allow a spouse to take a certain portion of an estate when the other spous

Any claim or restriction on a property's title.

In a divorce, one of the ways in which property is divided. In states with equitable distribution system
both spouses. Equitable distribution does not necessarily mean equal distribution, and ownership doe
must be fair and just (equitable).
Money or documents, such as a deed or title, held by a third party until the conditions of an agreemen
estate transaction, the deed to the property will be held "in escrow".
A special account in which a lawyer or escrow agent deposits money or documents that do not belong
All the property a person owns.
A tax imposed at one's death on the transfer of most types of property. Individuals pay a federal estat
2004 increasing to $3.5 million in 2009. Under current legislation, the estate tax is due to be repealed
Latin that means "by or for one party." Refers to situations in which only one party (and not the adver
forbidden.  
This person (sometimes also called the Personal Representative) is named in a will to oversee the dec
and possible sale of the probate home and property, payment of debts and taxes, and the distribution

The individual or institution named in a will responsible for carrying out the provisions specified in a w
named individuals. (see word of caution)
A person or institution legally responsible for the management, investment and distributions of prope
The individual or institution responsible for acting in the best interests of another party. Fiduciaries ar
good faith when making decisions for the benefit of another. (see fiduciary duties article)
An obligation to act in the best interest of another party. For instance, a corporation's board member
fiduciary duty to the trust's beneficiaries, and an attorney has a fiduciary duty to a client.
When a borrower cannot repay a loan and the lender seeks to sell the property.
A tax assessed on transfers made by a donor to an individual during life. The gift tax is generally�pai
Under current law, an individual can gift $1 million during his lifetime without being taxed. In addition
recipients as he wishes without paying taxes.
The provision in the tax law that exempts the first $11,000�in present-interest gifts a person gives to

An person who gives property outright or through a trust document.

The total value of property or assets held by an individual as defined for federal estate tax purposes.
Person assigned by the court to take care of minor children or incompetent adults.  Sometimes called
A individual or institution (trust company) determined by a court to manage the property of a individu

Latin for "guardian at law." The person appointed by the court to look out for the best interests of the

A person inherits funds or property from the estate of a person who has died.
Persons who are entitled by law to inherit the property of the deceased if there is no will specifying ho
Property that is set aside for a specific family member that cannot be transferred to a third party.
A type of trust created during one's lifetime to hold property for the benefit of another person.
Any right or ownership in property.
A person who may have a claim against a decedent’s estate or an interest in a distribution or outcome
The term used when someone dies without a will.
The term for dying without a will. (see beneficiary statutory payout calculator for each state)
The order of who inherits the property when someone dies without a Will.
Refers to a distribution of assets made from the principal of a trust.
A list of estate assets values and liabilities. (see getting organzied checklist)
A type of trust that cannot be revoked or changed in any way.
A form of pension fund payment in which the retired participant gets a check every month. If and whe
monthly check equal to one-half of the benefit for the rest of his or her life.
The ownership of property by two or more people, usually with the right of survivorship.
Also called joint tenancy, this phrase refers to ownership of property by two or more persons, general
the surviving owner or owners assume ownership). (see transfer of property article)
Sometimes called joint tenancy.  Property that names a co-owner on its deed or title.  Co-owners retai
 A co-owner in a joint property arrangement cannot give away his or her share of the property.
The authority of a court to determines legal cases.
Literally, the will last executed by an individual, which revokes any former existing wills.
Documentation signed by the probate court give a person authority to act on behalf of an estate.
A claim against someone's property. A lien is instituted in order to secure payment from the property
a common lien.
A trust that takes effect while the settlor is still alive.
A legal document in which an individual states, in advance of final illness or injury, his or her wishes r
life.
A deduction allowing for the unlimited transfer of any or all property from one spouse to the other gen
An employer's program for providing retirement income to eligible employees.
Smaller items owned by a person like cash, stocks, jewelry, clothing, furniture, boats or cars.
(also known as the administrator or executor) The person in charge of overseeing the distribution of t
manages the legal affairs of the estate and is often granted power of attorney for the deceased.
Documents filed in probate court to request that an action be taken, such as a petition to open an est
The power given by an individual to another in a will or trust document to determine which persons w
A legal document authorizing one individual to act as the agent or "attorney" for another (the "princip
for all matters, he or she has general power of attorney. Authority to act solely regarding specified sit
granted extends beyond the disability of the principal, the attorney has durable power of attorney.
The payment of certain types of creditors before other creditors.
Refers to the assets included in a trust that yield income. In an agency relationship, this word refers to
his or her behalf. Principal also refers to an asset of an estate or trust which is viewed separately from
accounting).
A portion of value based on percentage amount.
The legal process which decides how,, where and to whom the decedent's property is distributed.
The process through which a will is proved to be valid and the legal procedure of settling an estate.
Property passing from a decendent's estate by his or her will or as directed by State intestate success
A written document in which a borrower agrees (promises) to pay back money to a lender according t
Legal term that refers to the duty of the fiduciary to invest and manage assets in the best interests of
Land and all the things that are attached to it (homes, offices, buildings, etc.). Anything that is not rea
house is real property, but a dining room set is not.anything that isn't nailed down, dug into or built on
Land and that which is attached to the land.
In the case of a trust, this term refers to the individual who will receive the principal of a trust when fi
A type of trust that can be terminated by the settlor (the opposite of an irrevocable trust).
An individual who establishes a trust in order to transfer property. (See Grantor)
The application form that is used to apply for a federal tax identification number with the IRS. (get SS
An individual or institution taking the place of a trustee or executor unable to continue the responsibil

A simplified probate proceeding for estate valued at less than a stipulated amount (see state statues)
Anything other than real estate or money, including furniture, cars, jewelry and china.

A type of trust that is established under the will of a deceased individual.

Making and leaving a valid will; an individual who dies without having made a will is said to have died
Legal ownership of property. (see transfer by title article)
A legal, fiduciary relationship in which an individual or institution (the trustee) holds legal title to prop
property for the benefit of another person or beneficiary.
A legal document that establishes a trust and outlines the rules and guidelines affecting its managem
Property held in trust. This term originally applied only to money held in trust, but is frequently used w
The individual or institution with responsibility for management of property placed in trust for the ben
A federal tax credit that offsets gift and estate-tax liability. (see unified Credit & estate tax charts)
A legal document expressing the wishes of an individual regarding distribution of his or her property a

The decedent's surviving spouse is entitled $7,000 in household furniture, automobiles, furnishings, a
no surviving spouse, the decedent's children are entitled to share the same value.
A decedent's surviving spouse is entitled to a homestead allowance of $18,000. If there is no surviving spouse, each minor child and each dep
ounting to $18,000 divided by the number of minor and dependent children of the decedent.
 Property Property Property Type
Property Characterization Description
Characterization Type 1 2

All property, other than separate

Real Land &
Community property, which is acquired by either
Property Improvemnts
spouse during marriage.

All property, other than separate

Real
Community Oil property, which is acquired by either
Property
spouse during marriage.

All property, other than separate

Real
Community Gas property, which is acquired by either
Property
spouse during marriage.
All property, other than separate
Real Mineral
Community property, which is acquired by either
Property Interests
spouse during marriage.
All property, other than separate
Personal
Community Cash Accounts property, which is acquired by either
Property
spouse during marriage.
All property, other than separate
Personal
Community Bank Accounts property, which is acquired by either
Property
spouse during marriage.
All property, other than separate
Personal
Community Clothing property, which is acquired by either
Property
spouse during marriage.
All property, other than separate
Personal Personal
Community property, which is acquired by either
Property Effects
spouse during marriage.
All property, other than separate
Personal Household
Community property, which is acquired by either
Property Furnishings
spouse during marriage.
All property, other than separate
Personal
Community Motor Vehicles property, which is acquired by either
Property
spouse during marriage.
All property, other than separate
Personal Stocks &
Community property, which is acquired by either
Property Bonds
spouse during marriage.
All property, other than separate
Personal Life Insurance
Community property, which is acquired by either
Property Policies
spouse during marriage.
All property, other than separate
Personal Governmet
Community property, which is acquired by either
Property Benefits
spouse during marriage.
All property, other than separate
Personal Retirement
Community property, which is acquired by either
Property Benefits
spouse during marriage.
All property, other than separate
Personal Employee
Community property, which is acquired by either
Property Benefits
spouse during marriage.
Real Land &
Separate Owned before Marriage
Property Improvemnts
 Real Land & Acquired during marriage by gift or
Separate
Property Improvemnts inheritance

Damages awarded during marriage from

Real Land & a personal injury lawsuit, except
Separate
Property Improvemnts damages representing the loss of earning
capacity, also are separate property.

Real
Separate Oil Owned before Marriage
Property
Real Acquired during marriage by gift or
Separate Oil
Property inheritance

Damages awarded during marriage from

Real a personal injury lawsuit, except
Separate Oil
Property damages representing the loss of earning
capacity, also are separate property.

Real
Separate Gas Owned before Marriage
Property
Real Acquired during marriage by gift or
Separate Gas
Property inheritance

Damages awarded during marriage from

Real a personal injury lawsuit, except
Separate Gas
Property damages representing the loss of earning
capacity, also are separate property.

Real Mineral
Separate Owned before Marriage
Property Interests
Real Mineral Acquired during marriage by gift or
Separate
Property Interests inheritance

Damages awarded during marriage from

Real Mineral a personal injury lawsuit, except
Separate
Property Interests damages representing the loss of earning
capacity, also are separate property.

Personal
Separate Cash Accounts Owned before Marriage
Property
Personal Acquired during marriage by gift or
Separate Cash Accounts
Property inheritance

Damages awarded during marriage from

Personal a personal injury lawsuit, except
Separate Cash Accounts
Property damages representing the loss of earning
capacity, also are separate property.

Personal
Separate Bank Accounts Owned before Marriage
Property
Personal Acquired during marriage by gift or
Separate Bank Accounts
Property inheritance

Damages awarded during marriage from

Personal a personal injury lawsuit, except
Separate Bank Accounts
Property damages representing the loss of earning
capacity, also are separate property.
 Personal
Separate Clothing Owned before Marriage
Property
Personal Acquired during marriage by gift or
Separate Clothing
Property inheritance

Damages awarded during marriage from

Personal a personal injury lawsuit, except
Separate Clothing
Property damages representing the loss of earning
capacity, also are separate property.

Personal Personal
Separate Owned before Marriage
Property Effects
Personal Personal Acquired during marriage by gift or
Separate
Property Effects inheritance

Damages awarded during marriage from

Personal Personal a personal injury lawsuit, except
Separate
Property Effects damages representing the loss of earning
capacity, also are separate property.

Personal Household
Separate Owned before Marriage
Property Furnishings
Personal Household Acquired during marriage by gift or
Separate
Property Furnishings inheritance

Damages awarded during marriage from

Personal Household a personal injury lawsuit, except
Separate
Property Furnishings damages representing the loss of earning
capacity, also are separate property.

Personal
Separate Motor Vehicles Owned before Marriage
Property
Personal Acquired during marriage by gift or
Separate Motor Vehicles
Property inheritance

Damages awarded during marriage from

Personal a personal injury lawsuit, except
Separate Motor Vehicles
Property damages representing the loss of earning
capacity, also are separate property.

Personal Stocks &

Separate Owned before Marriage
Property Bonds
Personal Stocks & Acquired during marriage by gift or
Separate
Property Bonds inheritance

Damages awarded during marriage from

Personal Stocks & a personal injury lawsuit, except
Separate
Property Bonds damages representing the loss of earning
capacity, also are separate property.

Personal Life Insurance

Separate Owned before Marriage
Property Policies

Personal Life Insurance Acquired during marriage by gift or

Separate
Property Policies inheritance
 Damages awarded during marriage from
Personal Life Insurance a personal injury lawsuit, except
Separate
Property Policies damages representing the loss of earning
capacity, also are separate property.

Personal Governmet
Separate Owned before Marriage
Property Benefits
Personal Governmet Acquired during marriage by gift or
Separate
Property Benefits inheritance

Damages awarded during marriage from

Personal Governmet a personal injury lawsuit, except
Separate
Property Benefits damages representing the loss of earning
capacity, also are separate property.

Personal Retirement
Separate Owned before Marriage
Property Benefits
Personal Retirement Acquired during marriage by gift or
Separate
Property Benefits inheritance

Damages awarded during marriage from

Personal Retirement a personal injury lawsuit, except
Separate
Property Benefits damages representing the loss of earning
capacity, also are separate property.

Personal Employee
Separate Owned before Marriage
Property Benefits
Personal Employee Acquired during marriage by gift or
Separate
Property Benefits inheritance

Damages awarded during marriage from

Personal Employee a personal injury lawsuit, except
Separate
Property Benefits damages representing the loss of earning
capacity, also are separate property.
 Surviving
Surviving Surviving Surviving Surviving Children
Spouse Children Spouse Children Share - TX Column1
Share - AZ Share - AZ Share - TX Share - TX (Life
Estate)

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

50% 50% 50% 50%

33% 67% 100% $117,000.00

33% 67% 100% $15,150.00

33% 67% 100%

33% 67% 100%

33% 67% 100%

33% 67% 100%

33% 67% 100%

33% 67% 100%

33% 67% 100%

33% 67% 100%

33% 67% 100%

33% 67% 100%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67% $2,00.00

33% 67%
33% 67%

33% 67% Diamond Earings and rings

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%
33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%

33% 67%
 Principal Types of Non-
Non-probatable Asset
probatable Assets

Life insurance proceeds, IRAs, Employee benefit

Property passing by
plan proceeds, Pension, Profit-Sharing,
contract
Employee Retirement Plan
Certain types of bank accounts, Certificates of
Property passing by Deposits, Stocks & Bonds, Certain Savings
survivorship Bonds issued by US Government (EE Savings
Bonds)

Property held in trust for the benefit of the

Property held in trust
decendent
Inheritance
Name of
Corporation.

Certificate
Number.
Common or
Preferred
stock

Number of
shares.
Value at date
of death.

Name(s) on
certificates.

Type of bond
(i.e. US
Treasury,
Savings,
municipal
etc.).

Series
number.
Numbers on
the bonds.

Face value of
the bonds.

Value at date
of death.

Name(s) on
certificates.

Monthly or
year-end
account
statements
from which
decedent’s
investment
holdings can
be
determined.