{"text_format":"3","workbook":"xlsx","n_sheets":3,"sheets":["Probate Inventory","Probate Assets","Probate Liabilities"],"not_rendered":{"defined_names":1},"read":"whole","date_system":"1900"}

{"sheet":"Probate Inventory","index":0,"n_rows":45,"n_cols":35,"rows_kept":45,"merged":[[0,1,0,30],[0,31,0,39],[1,1,5,39],[6,1,6,6],[6,7,6,39],[7,1,7,6],[7,7,7,39],[9,1,9,6],[9,7,9,39],[10,1,10,6],[10,7,10,39],[11,1,11,6],[11,7,11,20],[11,21,11,26],[11,27,11,30],[11,31,11,33],[11,34,11,39],[12,1,12,6],[12,7,12,20],[12,21,12,26],[13,1,13,6],[13,7,13,20],[13,21,13,26],[14,1,14,6],[14,7,14,20],[14,21,14,26],[15,1,15,6],[17,1,17,39],[18,1,18,6],[18,7,18,12],[18,13,18,15],[18,16,18,18],[18,19,18,26],[18,27,18,31],[18,32,18,39],[19,1,19,6],[19,7,19,12],[19,13,19,15],[19,16,19,18],[19,19,19,26],[19,27,19,31],[19,32,19,39],[20,1,20,6],[20,7,20,12],[20,13,20,15],[20,16,20,18],[20,19,20,26],[20,27,20,31],[20,32,20,39],[21,1,21,6],[21,7,21,12],[21,13,21,15],[21,16,21,18],[21,19,21,26],[21,27,21,31],[21,32,21,39],[22,1,22,6],[22,7,22,12],[22,13,22,15],[22,16,22,18],[22,19,22,26],[22,27,22,31],[22,32,22,39],[23,1,23,6],[23,7,23,12],[23,13,23,15],[23,16,23,18],[23,19,23,26],[23,27,23,31],[23,32,23,39],[25,1,25,39],[26,1,26,6],[26,7,26,12],[26,13,26,18],[26,19,26,26],[26,27,26,31],[26,32,26,39],[27,1,27,6],[27,7,27,12],[27,13,27,18],[27,19,27,26],[27,27,27,31],[27,32,27,39],[28,1,28,6],[28,7,28,12],[28,13,28,18],[28,19,28,26],[28,27,28,31],[28,32,28,39],[29,1,29,6],[29,7,29,12],[29,13,29,18],[29,19,29,26],[29,27,29,31],[29,32,29,39],[30,1,30,6],[30,7,30,12],[30,13,30,18],[30,19,30,26],[30,27,30,31],[30,32,30,39],[31,1,31,6],[31,7,31,12],[31,13,31,18],[31,19,31,26],[31,27,31,31],[31,32,31,39],[33,1,33,12],[33,14,33,39],[34,1,34,12],[34,14,34,21],[34,22,34,25],[34,26,34,33],[34,34,34,39],[35,2,35,12],[35,14,35,21],[35,22,35,25],[35,26,35,33],[35,34,35,39],[36,2,36,12],[36,14,36,21],[36,22,36,25],[36,26,36,33],[36,34,36,39],[37,2,37,12],[37,14,37,21],[37,22,37,25],[37,26,37,33],[37,34,37,39],[38,2,38,12],[38,14,38,21],[38,22,38,25],[38,26,38,33],[38,34,38,39],[39,2,39,12],[39,14,39,21],[39,22,39,25],[39,26,39,33],[39,34,39,39],[40,2,40,12],[40,14,40,21],[40,22,40,25],[40,26,40,33],[40,34,40,39],[41,2,41,12],[41,14,41,21],[41,22,41,25],[41,26,41,33],[41,34,41,39],[42,2,42,12],[42,14,42,21],[42,22,42,25],[42,26,42,33],[42,34,42,38],[43,2,43,12],[43,14,43,21],[43,22,43,25],[43,26,43,33],[43,34,43,39],[44,2,44,12],[44,14,44,21],[44,22,44,25],[44,26,44,33],[44,34,44,39]]}
[]
[null,"Probate Inventory"]
[]
[]
[]
[]
[null,"Name of Executor(s)",{"$nulls":5},"Allan Mattsson"]
[null,"Contact Information",{"$nulls":5},"4567 Main St, Buffalo, NY 98052"]
[]
[null,"Decedent's Name",{"$nulls":5},"August Bergquist"]
[null,"Street Address",{"$nulls":5},"6789 Main St"]
[null,"City",{"$nulls":5},"Buffalo",{"$nulls":13},"State",{"$nulls":5},"NY",{"$nulls":3},"Postcode",null,null,98052]
[null,"SSN",{"$nulls":5},"AAA-GG-SSSS",{"$nulls":13},"Occupation",{"$nulls":5},"Dentist"]
[null,"Date of Birth",{"$nulls":5},"1965-12-08",{"$nulls":13},"Place of Birth",{"$nulls":5},"NY"]
[null,"Date of Death",{"$nulls":5},{"$f":"TODAY()-3","v":"2022-05-10"},{"$nulls":13},"Place of Death",{"$nulls":5},"NY"]
[null,"Additional Information"]
[]
[null,"  Spouse, Children and Other Dependents"]
[null,"Name",{"$nulls":5},"Relationship",{"$nulls":5},"Dependent",null,null,"Age",null,null,"Address",{"$nulls":7},"Phone Number",{"$nulls":4},"Email"]
[null,"Mirjam Nilsson",{"$nulls":5},"Personal Representative",{"$nulls":5},"No",null,null,30]
[null,"Victoria Lindqvist",{"$nulls":5},"Spouse",{"$nulls":5},"Yes",null,null,35]
[null,"Alexander Martensson",{"$nulls":5},"Child",{"$nulls":5},"Yes",null,null,12]
[]
[]
[]
[null,"Professional Advisors"]
[null,"Advisor Type",{"$nulls":5},"Contact Person",{"$nulls":5},"Company",{"$nulls":5},"Address",{"$nulls":7},"Phone Number",{"$nulls":4},"Email"]
[null,"Accountant"]
[null,"Lawyer/Notary"]
[null,"Other"]
[]
[]
[]
[null,"  Probate Checklist",{"$nulls":12},"  Probate Inventories"]
[null,"    Checklist Items",{"$nulls":12},"Probate Assets",{"$nulls":7},"Value (£)",{"$nulls":3},"Probate Liabilities",{"$nulls":7},"Value (£)"]
[null,"✔","Last Will, Testament or any other documents",{"$nulls":11},{"$f":"'Probate Assets'!B12","v":"Bank Accounts"},{"$nulls":7},{"$f":"'Probate Assets'!G20","v":{"v":0,"d":"£0.00"}},{"$nulls":3},{"$f":"'Probate Liabilities'!B11","v":"Mortgages"},{"$nulls":7},{"$f":"'Probate Liabilities'!G18","v":{"v":0,"d":"£0.00"}}]
[null,"✔","Safe deposit rental agreement and keys",{"$nulls":11},{"$f":"'Probate Assets'!B22","v":"Personal Investments"},{"$nulls":7},{"$f":"'Probate Assets'!G30","v":{"v":0,"d":"£0.00"}},{"$nulls":3},{"$f":"'Probate Liabilities'!B21","v":"Personal Loans and Lines of Credit"},{"$nulls":7},{"$f":"'Probate Liabilities'!G28","v":{"v":0,"d":"£0.00"}}]
[null,"✖","Passwords for computers and online accounts",{"$nulls":11},{"$f":"'Probate Assets'!B32","v":"Business Interests"},{"$nulls":7},{"$f":"'Probate Assets'!G40","v":{"v":0,"d":"£0.00"}},{"$nulls":3},{"$f":"'Probate Liabilities'!B31","v":"Business Interests"},{"$nulls":7},{"$f":"'Probate Liabilities'!G38","v":{"v":0,"d":"£0.00"}}]
[null,"✔","Living trust agreements",{"$nulls":11},{"$f":"'Probate Assets'!B42","v":"Real Estate"},{"$nulls":7},{"$f":"'Probate Assets'!G50","v":{"v":0,"d":"£0.00"}},{"$nulls":3},{"$f":"'Probate Liabilities'!B41","v":"Credit Cards"},{"$nulls":7},{"$f":"'Probate Liabilities'!G48","v":{"v":0,"d":"£0.00"}}]
[null,"✔","Life insurance, health/accident and insurance policies",{"$nulls":11},{"$f":"'Probate Assets'!B52","v":"Pension Plans"},{"$nulls":7},{"$f":"'Probate Assets'!G60","v":{"v":0,"d":"£0.00"}},{"$nulls":3},{"$f":"'Probate Liabilities'!B51","v":"Other Liabilities"},{"$nulls":7},{"$f":"'Probate Liabilities'!G58","v":{"v":0,"d":"£0.00"}}]
[null,"✔","Financial statements",{"$nulls":11},{"$f":"'Probate Assets'!B62","v":"Insurance"},{"$nulls":7},{"$f":"'Probate Assets'!G70","v":{"v":0,"d":"£0.00"}}]
[null,"✔","Income tax returns for the past three years",{"$nulls":11},{"$f":"'Probate Assets'!B72","v":"Private Loans and Mortgages"},{"$nulls":7},{"$f":"'Probate Assets'!G80","v":{"v":0,"d":"£0.00"}}]
[null,"✔","Birth and death certificates",{"$nulls":11},{"$f":"'Probate Assets'!B82","v":"Interest in other Estates and Trusts"},{"$nulls":7},{"$f":"'Probate Assets'!G90","v":{"v":0,"d":"£0.00"}}]
[null,"✖","Deeds, mortgages and lease statements",{"$nulls":11},{"$f":"'Probate Assets'!B92","v":"Personal Effects and other Assets"},{"$nulls":7},{"$f":"'Probate Assets'!G100","v":{"v":0,"d":"£0.00"}}]
[null,"☐","Unpaid bills and notes",{"$nulls":11},"Assets Total",{"$nulls":7},{"$f":"'Probate Assets'!G10","v":{"v":0,"d":"£0.00"}},{"$nulls":3},"Liabilities Total",{"$nulls":7},{"$f":"SUM(AI36:AN44)","v":{"v":0,"d":"£0.00"}}]

{"sheet":"Probate Assets","index":1,"n_rows":100,"n_cols":8,"rows_kept":100,"merged":[[0,1,0,7],[1,1,5,7],[6,1,7,7],[11,1,11,7],[12,1,12,7],[21,1,21,7],[22,1,22,7],[31,1,31,7],[32,1,32,7],[41,1,41,7],[42,1,42,7],[51,1,51,7],[52,1,52,7],[61,1,61,7],[62,1,62,7],[71,1,71,7],[72,1,72,7],[81,1,81,7],[82,1,82,7],[91,1,91,7],[92,1,92,7]]}
[]
[null,"Probate Assets"]
[]
[]
[]
[]
[null,"Use this worksheet to create an inventory of the probate assets. You will need to determine the market value of each estate asset at date of death. Review all records, including financial statements, insurance policies and tax returns to obtain market values. You may also need to get an appraisal of personal items (i.e., art work, collections, antiques, etc.). Make sure to include any foreign assets in the inventory as well, such as real estate, securities or overseas business interests. You may wish to get professional assistance to obtain an accurate market value for foreign assets."]
[]
[]
[null,"Total Assets",{"$nulls":4},{"$f":"tblBankAccounts[[#Totals],[Balance ]]+tblPersonalInvestments[[#Totals],[Market Value]]+tblBusinessInterests[[#Totals],[Value ]]+tblRealEstate[[#Totals],[Market Price]]+tblPensionPlans[[#Totals],[Value ]]+tblInsurance[[#Totals],[Cash Value ]]+tblMortgages[[#Totals],[Balance Owed ]]+tblTrusts[[#Totals],[Distribution Amount]]+tblOtherAssets[[#Totals],[Value ]]","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Bank Accounts"]
[null,"List all bank accounts including cash, traveler’s checks, money orders, and accounts with commercial banks, savings banks, credit unions, etc. Include all names listed on the account and actual cash value which refers to the exact dollar and change amount at the time of death."]
[null,"Financial Institution ","Address","Phone","Account Number","Account Type","Balance ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblBankAccounts[[Balance ]])","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Personal Investments"]
[null,"List cash accounts, margin accounts, Tax Free Savings Accounts, Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Locked-in RRIFs, Locked-in RRSPs, Life Income Funds, Prescribed Retirement Income Funds, Registered Education Savings Plans, annuities, etc."]
[null,"Company","Address","Phone","Account Number","Beneficiary","Market Value","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblPersonalInvestments[Market Value])","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Business Interests"]
[null,"List all business interests including sole proprietorships, professional practices, corporations, partnerships, limited liability companies and partnerships, joint ventures and other non-publicly traded business entities. "]
[null,"Business Name","Address","Phone","Contact","Type","Value ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblBusinessInterests[[Value ]])","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Real Estate"]
[null,"List any real property on which Decedent and/or Decedent’s surviving spouse/partner are an owner, joint owner or have an interest in any manner, including property purchased in recreational developments and time-shares. Obtain copies of the deeds. Provide a description of the real estate with its physical address. List the fair market value of the property, based on the most recent assessment by the tax assessor."]
[null,"Address","Title held by","Phone","Contact","Purchase Price","Market Price","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":3},{"$f":"SUBTOTAL(109,tblRealEstate[Purchase Price])","v":{"v":0,"d":"£0.00"}},{"$f":"SUBTOTAL(109,tblRealEstate[Market Price])","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Pension Plans"]
[null,"List defined benefits, money purchases or defined contributions, DPSP or group RRSP, etc."]
[null,"Company","Phone","Plan Type","Beneficiary","Email","Value ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblPensionPlans[[Value ]])","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Insurance"]
[null,"Include living trusts, life insurance policies with named beneficiaries and investment accounts that transferred on death, as non-probate assets. If the court enquires about these assets, the executor can easily reference the list of non-probate assets and explain their absence from the probate inventory."]
[null,"Issuer","Policy Number","Phone","Beneficiary","Face Value ","Cash Value ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":3},{"$f":"SUBTOTAL(109,tblInsurance[[Face Value ]])","v":{"v":0,"d":"£0.00"}},{"$f":"SUBTOTAL(109,tblInsurance[[Cash Value ]])","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Private Loans and Mortgages"]
[null,"List private loans and mortgages where the deceased person was the lender."]
[null,"Name of Borrower","Address","Phone","Type","Original Amount","Balance Owed ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":3},{"$f":"SUBTOTAL(109,tblMortgages[Original Amount])","v":{"v":0,"d":"£0.00"}},{"$f":"SUBTOTAL(109,tblMortgages[[Balance Owed ]])","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Interest in other Estates and Trusts"]
[null,"List assets registered in the deceased person’s name held on behalf of others (e.g. assets held by the deceased person as a trustee or assets held under a Power of Attorney)."]
[null,"Name of Estate/Trust","Name of Executor/Trustee","Phone","Address","Email","Distribution Amount","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblTrusts[Distribution Amount])","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Personal Effects and other Assets"]
[null,"List all personal items for example; cars, jewelry, art, antiques, furniture. Include items that may have been held in a safety deposit box or safekeeping."]
[null,"Item Description","Location","Phone","Contact","Beneficiary","Value ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblOtherAssets[[Value ]])","v":{"v":0,"d":"£0.00"}}]

{"sheet":"Probate Liabilities","index":2,"n_rows":58,"n_cols":8,"rows_kept":58,"merged":[[0,1,0,7],[1,1,5,7],[6,1,6,7],[10,1,10,7],[20,1,20,7],[30,1,30,7],[40,1,40,7],[50,1,50,7]]}
[]
[null,"Probate Liabilities"]
[]
[]
[]
[]
[null,"Use this worksheet to capture the details of the estate's liabilities, both domestic and foreign. You will require a valuation of each liability as at the date of death."]
[]
[null,"Total Assets",{"$nulls":4},{"$f":"SUM(G18,G28,G38,G48,G58)","v":{"v":0,"d":"£0.00"}}]
[]
[null,"Mortgages"]
[null,"Financial Institution ","Address","Phone","Title Held By","Account Number","Balance ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblBankAccounts2[[Balance ]])","v":{"v":0,"d":"£0.00"}}]
[]
[]
[null,"Personal Loans and Lines of Credit"]
[null,"Financial Institution","Address","Phone"," Account Number","Type","Balance ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblPersonalInvestments3[[Balance ]])","v":{"v":0,"d":"£0.00"}}]
[]
[]
[null,"Business Interests"]
[null,"Business Name","Address"," Phone"," Contact","Type","Value ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblBusinessInterests4[[Value ]])","v":{"v":0,"d":"£0.00"}}]
[]
[]
[null,"Credit Cards"]
[null,"Credit Card Company","Company Address","Phone","Card Number","Expiry Date ","Balance ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":3},{"$f":"SUBTOTAL(109,tblRealEstate5[[Expiry Date ]])","v":0},{"$f":"SUBTOTAL(109,tblRealEstate5[[Balance ]])","v":{"v":0,"d":"£0.00"}}]
[]
[]
[null,"Other Liabilities"]
[null,"Item Description","Location","Phone","Contact","Beneficiary","Value ","Notes"]
[]
[]
[]
[]
[]
[null,"Total",{"$nulls":4},{"$f":"SUBTOTAL(109,tblPensionPlans6[[Value ]])","v":{"v":0,"d":"£0.00"}}]