Fidura

CM20, the Inventory

Delaware’s two-page inventory for a guardian of the property. The PDF has no fillable fields, so print it and fill it in.

By Fidura staff. Last reviewed .

Who files
The guardian of the property of a person with a disability
Not needed if the Court has excused accountings. 12 Del. C. §3944(a) (opens in a new tab)
When it’s due
30 days after appointment
12 Del. C. §3921(b) (opens in a new tab)
Where
The Register in Chancery for the county where the case was opened
An attorney e-files it; a guardian without one files on paper.
The form
Form CM20
The court’s copy (PDF) (opens in a new tab)

Each guardian signs a declaration under penalty of perjury.

What it asks for

List everything the ward owned on the day you were appointed, at fair market value. §3921(b) (opens in a new tab)

The parts of CM20
PartWhat goes there
Bank AccountsBank name, account number, value and any joint owner
Additional AssetsReal estate, vehicles, stocks, collectibles and the rest: description, value and any joint owner
Monthly IncomeEach source, such as Social Security, a pension or an annuity, and its monthly amount

If the Court doubts a value, it may appoint an appraiser and raise the bond. Ch. Ct. R. 111 (opens in a new tab)

Common mistakes

Listing the guardianship account

The form says not to. List the accounts the ward held on the day you were appointed.

A shared asset with no detail

For anything owned with someone else, name the co-owner. Say whether they have a right of survivorship and what percentage the ward owns.

Assets found after filing

File a supplemental inventory within 30 days of finding or receiving them. §3921(b) (opens in a new tab)

Your first account

The form says what you list here must match your first accounting. Schedule A of the first CM22 uses these asset values.

Sources

Also for Delaware: CM22, Guardian’s Accounting

We make Fidura, guardianship accounting software built on a reconciled register for each ward. See the product

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