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Guardianship Inventory Form. This is a Washington form and can be use in Spokane Local County.
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Tags: Guardianship Inventory, 21, Washington Local County, Spokane
(Copy Receipt)
(Clerk’s Date Stamp)
SUPERIOR COURT OF
WASHINGTON
COUNTY OF SPOKANE
CASE NO. __________________________
In the Guardianship of:
GUARDIANSHIP INVENTORY
RCW 11.92.040(1)
_____________________________________
(INV)
The
Full
Limited Guardian of the Estate, being first duly sworn, states that the
following is a true and correct inventory of the assets and liabilities of the Incapacitated Person
as of the date of the Order Appointing the Guardian.
A. ASSETS
1.
Real Estate: including the address of the property and its tax assessed value: _________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
2.
Financial Accounts: including the name, address, and phone of the financial institution,
type of account, last four digits of account number, and balance in each account (for example,
savings, checking, money markets, certificates of deposit, retirement accounts, and all investment
accounts):
#21-GUARDIANSHIP INVENTORY
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Name of Financial
Institution
Account
Type
Acct. #
Balance
(last 4 digits only)
As of
Date
Address &
Phone
Address &
Phone
3.
Stocks, Bonds, and other Securities (not held in an account listed above).
Name of Financial
Account
Acct. #
Balance
(last 4 digits only)
Institution
Type
As of
Date
Address &
Phone
Address &
Phone
4.
Personal Property Summary:
Household Furnishings
$
Automobile/Boats
$
Other (including items on attached list)
$
(Attach itemized list of only those items valued at $1,000 or more.)
TOTAL ASSETS $__________________
B. Income
Description
Wages
Supplemental Security Income (SSI)
Social Security
Retirement
Veteran’s Benefits
Retirement
Pension
Dividends and Interest
Other:
Disability
Disability
Per Month
$
$
$
$
$
$
$
TOTAL INCOME $__________________
#21-GUARDIANSHIP INVENTORY
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Revised 3/07
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C. LIABILITIES/DEBTS
Mortgages and Liens: name and address of each mortgage or lien holder and the amount owing
the property encumbered and the amount due monthly: _________________________________
______________________________________________________________________________
______________________________________________________________________________
Installment Loans and Notes: name and address of each loan holder, the amount owing and the
amount due monthly: ___________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
Credit Cards: name and address of each credit card company and the outstanding balance owing
on each and the amount due monthly: _______________________________________________
______________________________________________________________________________
TOTAL LIABILITIES/DEBTS $_____________
D. SUPPLEMENTAL INFORMATION (OPTIONAL)
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
I certify (or declare) under penalty of perjury under the laws of the State of Washington
that to the best of my knowledge the statements above are true and correct.
SIGNED at __________________, Washington this ______ day of ________________, 20 ____
Signature of Guardian
Printed Name of Guardian, WSBA/CPG #
Address
City, State, Zip Code
*Telephone/Fax Number
Email Address
*Under GR 22 (b) (6), parties’ personal telephone number(s) are confidential information.
If you do not want your personal phone number(s) on this public form, complete form #S2Sealed Confidential Information and file in the confidential file.
#21-GUARDIANSHIP INVENTORY
PAGE 3 OF 3
Revised 3/07
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