Get Va Cc-1671 2012-2025

Filling out the VA CC-1671, the inventory for the estate of an incapacitated adult, is an important step in properly managing the estate and its assets. This guide provides clear, step-by-step instructions to help users navigate the form easily, ensuring all necessary information is provided accurately.

Follow the steps to complete the VA CC-1671 accurately and efficiently.

1. Click the ‘Get Form’ button to obtain the document and open it in your preferred online editing tool.
2. Enter the court file number in the designated field. This number is typically provided by the court and is essential for proper identification of the file.
3. Indicate the circuit court from which you are filing by entering the appropriate name. This will ensure that the inventory is linked to the correct court.
4. Fill in the incapacitated person’s name clearly. Use their full legal name to avoid any confusion.
5. Provide the names of the fiduciaries involved in managing the estate. This can include conservators, trustees, or others responsible for asset management.
6. Input the date when the fiduciaries qualified. This date is crucial as it marks the official taking on of responsibilities.
7. Select one of the options indicating the nature of the inventory by checking the appropriate box: whether it is the first inventory, an inventory showing after-discovered assets, or an amended inventory.
8. Select the type of fiduciary filing the inventory by checking the relevant box, such as conservator or trustee for an ex-service person.
9. Total the value of assets listed in Parts 1, 2, 5, and 8 for bond purposes and enter this amount in the specified field.
10. Proceed to Part 1 and describe the incapacitated person’s personal estate under your supervision, providing total value for this section.
11. Move to Part 2 to list the incapacitated person’s real estate in Virginia, also detailing the value.
12. Continue with Part 3 to note other real estate the incapacitated person owns in Virginia.
13. In Part 4, provide details about any real estate owned outside of Virginia.
14. In Part 5, document interests in any property that will pass upon the incapacitated person's death by way of survivorship or beneficiary designation.
15. Complete Part 6 by indicating any interests the incapacitated person has in trusts.
16. In Part 7, specify the rights to periodic payments from certain U.S. government agencies, including the total annual value.
17. In Part 8, list the right to periodic payments from other sources, ensuring to provide the total annual value.
18. Complete the Certificate of Accuracy and Completeness by having each fiduciary sign and date the document, confirming that the inventory is accurate and complete.
19. Submit the form for review, and once completed, save changes, download, print, or share the VA CC-1671 as necessary.

Begin completing your VA CC-1671 form online today to ensure the effective management of the estate.