Real Estate Lawyers in Calgary

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					         INVENTORY OF THE PROPERTY AND DEBTS OF THE DECEASED

                    REAL ESTATE
              (Including Leasehold Interests)
                  Give Legal and Municipal
               Description and Market Value,                        (2)
NO. OF          including Improvements less          (1)          TOTAL
PARCEL                 Encumbrances.            MARKET VALUE   ENCUMBRANCES        NET




Particulars of Insurance on Real Property:

Particulars of any Required Vacancy Permit:

Description of any Real Property held in Joint Tenancy:


                MORTGAGES AND                                                     TOTAL
NO. OF       ENCUMBRANCES ON REAL                                             (Enter in Column
PARCEL        ESTATE LISTED ABOVE                PRINCIPAL      INTEREST          2 above)
Inventory of the Property and Debts of the Deceased                                 Page 2



                               MINES AND MINERALS
                    Give particulars of Mines and Minerals unless
                      included under Real Estate listed above.                   VALUE




Particulars of any lease granted in respect of mines and minerals interests:




                MONEYS SECURED BY MORTGAGE OR BY AGREEMENT FOR SALE

  NAME OF               DESCRIPTION OF
 MORTGAGOR             LAND OR PROPERTY
    OR                   SECURED AND
 PURCHASER             NATURE OF CHARGE               PRINCIPAL       INTEREST   TOTAL




Particulars of any Promissory Notes held by Deceased:

Particulars of any other Debts due to Deceased:
Inventory of the Property and Debts of the Deceased                                                      Page 3



                                                      CASH
           Including Bank Accounts, Term and Savings Deposits, Guaranteed Investment Certificates,
          and all items immediately convertible to cash. Also include particulars of uncashed cheques,
             especially Old Age Security and Canada Pension Plan cheques for the month of death.

           WHERE SITUATE AND
           TYPE OF INVESTMENT
(include: Name of Bank, Branch Address, Type
  of Account or Asset, Reference Number, and
     Term Deposit or Guaranteed Investment
  Certificate issue date, maturity date, principal
   amount, interest rate, and type/frequency of
                 interest payments)                    PRINCIPAL            INTEREST               TOTAL




Particulars of any Safety Deposit Boxes owned by Deceased (indicate Bank, Branch Address, Box
Number, Key Number, Persons having access, and Location of Keys):



Particulars (Name of Bank, Branch Address, Type of Account or Asset, Reference Number, and Term
Deposit or Guaranteed Investment Certificate issue date, maturity date, principal amount, interest
rate, and type/frequency of interest payments) in respect of any Jointly owned assets, including
whether right-of-survivorship agreement is in effect in respect of such assets:




Particulars of any employer benefits due to Deceased (salary, vacation pay, outstanding medical
claims for reimbursement, and death or other benefits):
Inventory of the Property and Debts of the Deceased                                               Page 4



                                LIFE INSURANCE (PAYABLE TO ESTATE)

                                                           ADD
                                                      ACCUMULATED
 NAME AND ADDRESS                                     DIVIDENDS OR
    OF COMPANY                    FACE VALUE            INTEREST      LESS LOANS            VALUE




Particulars of Life Insurance payable to named beneficiary, and who is to file notice of claim:



Particulars of Life Insurance Policies owned on life of others:




                                ANNUITIES OR OTHER INTERESTS
                        Give particulars of all Annuities, Pension Benefits,
         Registered Retirement Savings Plans, Registered Retirement Income Funds, etc.,
                            purchased by Deceased or others, including
                benefits from other Estates which remain or are payable to Estate.

      TYPE OF ANNUITY, PENSION,
       OR OTHER INTEREST, AND
        DESCRIPTION THEREOF                            PRINCIPAL       INTEREST              VALUE




Particulars of Canada Pension Plan Death Benefit:
Inventory of the Property and Debts of the Deceased                                           Page 5




Particulars of Annuities/Pensions/R.R.S.P. payable to alternate annuitants/designated beneficiaries,
and who is to file notification of death of annuitant/pensioner/contributor:



Amount of tax-deductible R.R.S.P./pension contributions made in year of death:



Can further contributions be made in year of death to R.R.S.P./pension?



Amount of any R.R.I.F. payments received during year of death:




                 STOCKS, SHARES, BONDS, MUTUAL FUNDS, AND DEBENTURES

                                    TYPE, DESCRIPTION
                                 (REGISTRATION NUMBER,
                              SERIES, ISSUE DATE, INTEREST
                                RATE, DUE DATE/MATURITY
                               DATE, EXACT OWNER'S NAME
NAME OF COMPANY                 REGISTERED ON BOND OR            NUMBER                   MARKET
 OR GOVERNMENT                CERTIFICATE), AND UNIT VALUE        HELD           SITUS     VALUE




Particulars of any Stocks, Shares, Bonds, Mutual Funds, and Debentures owned jointly:
Inventory of the Property and Debts of the Deceased                                          Page 6



                                 PERSONAL PROPERTY
                  Including Personal Effects, Household Goods and Furniture,
               listing and giving description thereof if value appears significant.
                          Also list and provide value of any automobiles
                        (year, make, model, serial number, and any liens),
                       jewellery, antiques, and coin/art/stamp collections,
       as well as any articles specifically disposed of in any Will/Codicil/Memorandum.   VALUE




                             FARMING INTERESTS
               Give description and value of all machinery, cattle,
             and other farm animals and produce as at date of death.                      VALUE




                             BUSINESS INTERESTS
       Give brief inventory and statement of stock in trade and liabilities
         if Deceased interested in sole proprietorship or partnership.                    VALUE
Inventory of the Property and Debts of the Deceased                        Page 7




                  OTHER PROPERTY NOT INCLUDED ABOVE
        (Include Calgary Co-op Share Membership Equity Account, etc.)   VALUE




Particulars of any interest of Deceased in any other Estates/Trusts:
Inventory of the Property and Debts of the Deceased                                            Page 8



           SCHEDULE OF DEBTS
           (Other than Mortgages or
         Encumbrances on Real Estate)
   Include Name, Full Street and Mailing
 Address with Postal Code of Creditor, and
    Particulars of Debt (such as Funeral
    Expenses, including Honorariums to
   Priest/Minister, Organist, Soloist, etc.,
   Funeral Reception Costs, and Funeral
 Home/Crematorium/Interment billings, but
      not including Headstone billing)                   PRINCIPAL               INTEREST   TOTAL




Particulars of any gravemarker arrangements and whether consent of residuary beneficiaries
obtained:



Particulars of any Debts due by the Deceased/Deceased's Estate, including particulars of any loans
or lease commitments or automatic debits from bank accounts:



Particulars of charge accounts (VISA, MasterCard, etc.) to be cancelled:



Particulars of subscriptions to be cancelled and refunds to be obtained:



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