Schedule of Assets (United States)
This form is a worksheet for a schedule of assets. The form provided here is simply a sample of what the actual form looks like.
SCHEDULE OF ASSETS
Name of Trust: ____________________________________
Date of Trust: ____________________________________
No. __________________
Date of transfer in ____________________________________
Asset transferred to trust ____________________________________
Form of ownership ____________________________________
Tax based on date of transfer ____________________________________
Fair Market Value on date of transfer __________________________
No. __________________
Date of transfer in ____________________________________
Asset transferred to trust ____________________________________
Form of ownership ____________________________________
Tax based on date of transfer ____________________________________
Fair Market Value on date of transfer ___________________________
No. __________________
Date of transfer in ____________________________________
Asset transferred to trust ____________________________________
Form of ownership ____________________________________
Tax based on date of transfer ____________________________________
Fair Market Value on date of transfer ___________________________
No. __________________
Date of transfer in ____________________________________
Asset transferred to trust ____________________________________
Form of ownership ____________________________________
Tax based on date of transfer ____________________________________
Fair Market Value on date of transfer ____________________________
No. __________________
Date of transfer in ____________________________________
Asset transferred to trust ____________________________________
Form of ownership ____________________________________
Tax based on date of transfer ____________________________________
Fair Market Value on date of transfer _______________________
The undersigned Grantor(s) has(ve) reviewed the Schedule of Assets and approve the form of ownership of property as set forth above this date:_______________________
__________________________________
Signature of Grantor
__________________________________
Signature of Grantor