•
7.2
Proceeds of insurance policies, retirement plans, and/or annuities payable upon death.
ATTACHMENT 2
Property listed on Attachment 2 are assets for which value may vary and therefore are appraised by the Probate Referee, and may be prior appraised by a third party appraiser. Attachment Two (2) may include, but is not limited to, the following property: • Real property •
Personal property such as: o Household furniture and furnishings o Vehicles, water craft and mobile homes ( mobile homes can at times be considered real property; be sure to check registration) o Jewelry, art and collectibles o Weapons such as rifles and hand guns o Coin collections o Rare and/or unique items
7.3
•
Stocks, bonds, and business interests
•
Promissory notes
PROBATE REFEREE: ATTACHMENT 2
AND
SUPPORTING DOCUMENTS
Provide the I&A to the Probate Referee as well as any supporting documents regarding the items on Attachment 2. The supporting documents may include, but are not limited to, the following: • Valuation information provided by a third-party appraiser. o Coins o Guns o Art, etc. •
Statements from the Secretary of State and/or company officer deeming the security to be appraised worthless.
•
Any “blue book” information, which can be ascertained on a vehicle.
•
Pictures or other documentation concerning the condition of the property to be valued
•
Information pertinent to the appraisal of real property. o Factors affecting the property value. §
Condition; positive and negative
§
Location
§
Accessibility of utilities
o Copies of independent appraisals; Broker’s Price Opinion or Comprehensive Market Analysis. o Description of existing liens and/or easements, if any.
Page | 14