Fidura

CC-GN-011, the Inventory and Information Report

A list of what the ward owned and owed on the day you were appointed, and the income coming in each month.

By Fidura staff. Last reviewed .

Who files
The guardian of the property
When it’s due
60 days after appointment
Or after the court assumed jurisdiction. Rule 10-707(a) (opens in a new tab)
Where
The court that appointed you
For a minor, that can be the orphans’ court. E&T §13-105 (opens in a new tab)
The form
Required by Rule 10-707 (opens in a new tab)
The court’s copy (PDF) (opens in a new tab)

Guardian of the person only? You don’t file this. The account you file each year after is CC-GN-012.

What you need

Values are as of the date you were appointed. Attach a statement or valuation for each item from that date, or the most recent one.

The rule sets one deadline, 60 days after appointment. The form’s own note says to file it “each year”. Ask the trust clerk which your court expects.

What it asks for

The parts of CC-GN-011
PartWhat goes there
I.A Real estateValue as of your appointment, the mortgage, and how the ward holds title
I.B CashEach bank account, with the last four digits of its number
I.C–I.D Investments and retirementBrokerage, bonds and retirement accounts, last four digits only
I.E VehiclesValue and any lien
I.F Personal propertyEach item worth over $2,500; smaller things described together
I.G OtherAnnuities, burial plans, 529s, cash value of life insurance, debts owed to the ward
II LiabilitiesDebts not already listed as a mortgage or lien above
III Monthly incomePer month: yearly amounts divided by 12, quarterly by 3
IV–V InformationInterests the ward holds less than outright, health coverage, and other matters
BondThe bond’s amount and filing date, with a copy attached

Common mistakes

A full account number

Accounts, policies and cards are listed by the last four digits only.

A section left blank

If a section doesn’t apply, the form asks you to write “Not applicable” or “N/A”.

A mortgage listed twice

A mortgage or lien shown with the real estate or vehicle it secures does not go in Part II again. Part II is for the other debts.

Every household item itemized

List each item worth over $2,500. Describe the rest together, such as “furniture and clothing”.

After you file

The court doesn’t examine the assets themselves unless it directs otherwise. Any interested person who asks for a copy of the inventory gets one, from you or the trust clerk. Rule 10-707(b)–(c) (opens in a new tab)

Your first account

The first CC-GN-012 starts from these figures. Its summary asks for the value on the last account, “or Inventory if this is the first account”.

Sources

Also for Maryland: CC-GN-012, Fiduciary’s Account

We make Fidura, which builds this inventory from a ward’s record. How it produces CC-GN-011

Found an error? developer@fidura.app