Get Formular E 3011 Nachlassinventar - Steuern Sg

Filling out the Formular E 3011 Nachlassinventar - Steuern Sg is an essential step in managing estate matters. This guide provides clear instructions on how to complete each section of the form online, ensuring a smooth and accurate submission process.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. In the personal details section (I. Personalien der Erblasserin / des Erblassers), provide the full name of the deceased, along with their date of birth, occupation, and residential address. Select the marital status and provide the place of residence.
3. Indicate the date of death and provide details of the surviving partner, including their name, date of birth, and residential address.
4. List the children under parental custody by providing their first names and dates of birth.
5. Proceed to the section on estate assets (II. Nachlassaktiven). Fill in the relevant information regarding real estate, specifying the value in Swiss Francs and the municipality.
6. Continue filling out the various asset classes, including rights of use, business assets, securities, cash, and insurance policies. Provide accurate values and relevant details for each category.
7. For liabilities (III. Nachlasspassiven), subtract any debts such as loans and ongoing liabilities from the total assets listed. Calculate the net estate value.
8. Complete the calculations for the net estate as of the date of death and ensure to provide any required accompanying documents.
9. In the final section (V. Adressen der Erben), confirm the accuracy of the information provided by listing the names and addresses of the heirs and obtaining necessary signatures.
10. After verifying all information, you can save changes, download, print, or share the completed form as needed.

Complete your documents online efficiently and ensure compliance with local regulations.