NY I-1 2013-2025 free printable template

SURROGATE'S COURT OF THE STATE OF NEW YORK COUNTY In The Matter of the Estate of LIST OF ASSETS/INVENTORY (Rule 207.20(a)) Deceased FILE NUMBER The undersigned, a fiduciary or an attorney for the

How to fill out inventory of assets new york form

How to fill out NY I-1

1. Obtain the NY I-1 form from the official New York State Department of Motor Vehicles (DMV) website or local office.
2. Read the instructions carefully before starting to fill out the form.
3. Provide your personal information in the designated fields, including your name, address, and contact details.
4. Fill out information regarding your vehicle, such as make, model, year, and vehicle identification number (VIN).
5. Indicate the purpose for filing the NY I-1 form, such as registering a new vehicle or applying for a title.
6. Review your completed form for accuracy and ensure all required fields are filled out.
7. Sign and date the form where indicated.
8. Submit the form in person at your local DMV office or through the specified submission method mentioned in the instructions.

Who needs NY I-1?

1. Individuals who are registering a vehicle in New York for the first time.
2. People who are applying for a title for a vehicle that is not currently registered in New York.
3. Those needing to transfer ownership of a vehicle to another person.

• Who needs an Inventory of assets form?
• What is the purpose of the Inventory of assets form?
• What documents must accompany the Inventory of assets form?
• • Does the Inventory of assets form have a validity period?
  • What information should be provided in the Inventory of assets form?
  • What do I do with the Inventory of assets form after its completion?

Who needs an Inventory of assets form?

This form is made to be used in the Surrogate’s Court of New York state. The document provides important information about the assets of the deceased person.

What is the purpose of the Inventory of assets form?

This form contains information about the fiduciaries, the deceased, the gross estate (for tax purposes), insurance information, etc. The form is completed by the fiduciary or the attorney for the estate of the deceased. When all the required documents are ready, they are filed with the court to start the probate process.

What documents must accompany the Inventory of assets form?

This form must be accompanied by the detailed list of assets, Form ET-90, Form TT-385, Form 706 or Form 706NA. The check of a paid court fee should also be attached.

Does the Inventory of assets form have a validity period?

This form must be completed by the estate representative not later than nine months after the date of the owner’s death.

What information should be provided in the Inventory of assets form?

The real estate representative has to indicate the name of the deceased, date of death, date of letters and type of letters. He should list all the fiduciaries as well.

The rest of the form should provide the following information:

• The value and description of the gross assets: real estate; stocks and bonds; mortgages, notes, and cash; insurance on decedent’s life; jointly owned property; other miscellaneous property (individually owned, firearms, trust property); transfers during decedent’s life; powers of appointment; annuities

• If the decedent’s death was wrongful, the representative must describe the action and indicate the court in which the action is pending and the demanded amount.

The form must be signed by the attorney who should also type the name, address and phone number.

What do I do with the Inventory of assets form after its completion?

The form is filed with the Surrogate’s Court of the New York state. The estate representative should keep one copy for personal record.

Video instructions and help with filling out and completing new york state inventory of assets

Instructions and Help about new york probate inventory of assets

Hi and thank you for tuning in to Clancy relocation and logistics asset management information video while our system has a wide range of capabilities we'll be focusing on the asset management tracking here are just a few key benefits to an implementation of the asset management tracking system Clancy can perform a wall-to-wall physical inventory and can reconcile to a current asset ledger we also offer a hosted asset management service for continuing asset tracking and control once your assets are entered reports can be generated that are tailored to your enterprises needs have you ever found yourself wondering how many chairs do you have in storage or how many deaths do you have currently on site through 24-hour online access and customized reporting these answers and more are a click away all inventories include a description and picture of each item but can also be as detailed as necessary including dimensions manufacture serial numbers or any other characteristics desired this system can also track the status of the lease of your IT hardware ranging from data centers to desktop technology barcodes and labels can come in assorted shapes and sizes fitting whatever labeling needs your company has when labeling office assets it is key to keep barcodes in a consistent yet in conspicuous location to help keep the assets easily identifiable while still maintaining a pleasing aesthetic our team handles all assets with the utmost care regardless of the customer or of the item for decades Plan C relocation logistics has been a trusted resource by large and small companies alike we are eager to show you what we can do for you in your organization

People Also Ask about inventory of assets ny surrogate's court

Do all wills in NY have to be probated?

Only an estate valued over $30,000 must be probated when there is a will. The court has a “small estate proceeding” when the estate is below $30,000. An estate without a will is “administered,” not probated.

What assets are subject to probate in New York State?

ing to New York state law, all estates worth over $50,000 are subject to go through probate. However, there are some instances where certain assets like: Insurance policies, joint accounts, assets in a living trust, assets held in joint tenancy are all not subject to probate in New York.

What is an inventory of assets for an estate NY?

An inventory is simply a list of all of the assets included in the estate. It is part of the required reports and court filings in New York estate administration. The purpose of the inventory is two-fold. One is to allow people who have an interest in the estate to find out what assets it contains.

How long does the executor have to pay the beneficiaries in NY State?

Six months: By the sixth month, the executor must ensure creditors are paid, resolve disputes and file Federal Income Tax return forms 1040 and 1041. Nine months: In an ideal case, the court should distribute benefits to heirs, discharge the personal representative and close the estate.

What is the New York State Rule 207.20 A?

Section 207.20 - Inventory of assets (a) The fiduciary or the attorney of record shall furnish the court with an Inventory of Assets form which identifies the following: (1) those assets that either were owned by the decedent individually, including those in which the decedent had a partial interest, or were payable or

What is the inventory of assets in New York surrogate?

What is an Inventory of Assets? Answer: The Inventory of Assets is a form that is required by the Surrogate's Court. The Inventory of Assets must be completed and furnished to the Court by the fiduciary of the estate.

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What is NY I-1?

NY I-1 is a form used to report and pay the New York State Unrelated Business Income Tax (UBIT) for organizations that are exempt from federal income tax, such as non-profit organizations.

Who is required to file NY I-1?

Organizations exempt from federal income tax that have unrelated business income of $1,000 or more in a tax year are required to file the NY I-1 form.

How to fill out NY I-1?

To fill out NY I-1, organizations must provide information such as their name, address, federal Employer Identification Number (EIN), and details about their unrelated business income, including calculations of income and expenses.

What is the purpose of NY I-1?

The purpose of NY I-1 is to report unrelated business income to the New York State Department of Taxation and Finance and to pay any taxes owed on that income.

What information must be reported on NY I-1?

Organizations must report their total unrelated business income, deductions related to that income, the amount of tax calculated, and any payments made or credits available.