AI Generated British Inventory of Assets
PDF & Word - 2026 Updated

This Inventory of Assets is prepared on 14 October 2024.

This Inventory of Assets takes effect from the date of death of the deceased.

This Inventory of Assets is being prepared for probate purposes to list all assets of the deceased for estate administration in the United Kingdom.

The date of death of the deceased was 15 May 2023.

This inventory is for a deceased person's estate.

The personal representatives of the estate are: Executor 1 - Alice Johnson, 45 Elm Grove, London, SW1P 3AA; Executor 2 - Robert Smith, 78 Pine Lane, Manchester, M2 4BB.

Assets means all property and interests in property of any kind whatsoever, wherever situated, owned by the deceased, including but not limited to real estate, personal property, financial assets, and intellectual property.

All monetary values in this Inventory of Assets are expressed in British Pound (GBP).

The governing law for interpretation purposes is England and Wales.

The cut-off for asset valuations in this Inventory of Assets is the date of death, 15 May 2023.

Headings in this Inventory of Assets are for reference only and do not affect interpretation.

If any provision of this Inventory of Assets is held to be invalid or unenforceable, such provision shall be severed from the Inventory of Assets and the remaining provisions shall continue in full force and effect.

The estate owns real property in the United Kingdom with Land Registry title number LON123456.

The type of ownership interest in the property is Freehold, acquired by the deceased on 15 June 2015. The property was held solely by the deceased with no joint tenancy or beneficial interests held by others.

The full address of the property is 123 High Street, London, SW1A 1AA.

The property is a three-bedroom semi-detached house with a garden, approximately 150 square meters.

The market value of the property as at the date of death (15 May 2023) is 450000 GBP.

There is a mortgage secured against the property with lender Barclays Mortgages, account number MORT-987654, outstanding balance as at date of death 15 May 2023 of 180000 GBP. There are no other encumbrances.

The property is not currently rented out to tenants.

The deceased owned the following furniture items with individual valuations as at 15 May 2023: living room sofa (leather, brown) valued at 800 GBP, dining table with 6 chairs (oak wood) valued at 1200 GBP, bedroom king-size bed with wardrobe valued at 500 GBP. Total furniture: 2500 GBP. These do not require separate professional valuation.

The deceased owned a vehicle: Ford Focus, 2018 model, 1.5 TDCi diesel, registration number AB12 CDE, VIN WF0PXXGCFD1234567, MOT valid to April 2023, valued at 12000 GBP as at 15 May 2023 (per CAP guide and dealer appraisal).

The deceased possessed jewellery with individual valuations as at 15 May 2023: gold wedding ring with diamond inset (18k gold, inscription 'Forever') valued at 1500 GBP, silver necklace with pearl pendant valued at 800 GBP, pair of gold earrings valued at 1200 GBP. Total jewellery: 3500 GBP. These were professionally valued by a qualified jeweller on 20 June 2023.

The deceased owned art or collectibles with individual valuations as at 15 May 2023: original oil painting by local artist (landscape, 24x36 inches, dated 2015) valued at 1000 GBP, collection of vintage stamps (50 pieces, British Empire era) valued at 500 GBP. Total art/collectibles: 1500 GBP. The painting required separate professional valuation by an art appraiser.

The deceased had additional household goods and chattels including kitchen appliances, clothing, books and garden tools with an aggregate value of 2000 GBP as at 15 May 2023 (estimated per HMRC guidelines for probate).

The deceased (full name: John Edward Doe) held the following sole bank accounts with balances as at date of death 15 May 2023 (including accrued interest to that date): Barclays Bank, Current Account, sort code 20-12-34, account number 12345678, balance 15250 GBP. No joint accounts.

The deceased held a savings account with Nationwide Building Society, sort code 07-12-34, account number 87654321, balance as at 15 May 2023 of 8500 GBP.

The deceased held an ISA with HSBC, sort code 40-12-34, account number 11223344, balance as at 15 May 2023 of 22000 GBP (ISA status confirmed).

The deceased held no physical cash or cash equivalents not in bank accounts.

The deceased held the following investments separately, with quantities, descriptions and market values as at 15 May 2023: 500 ordinary shares in Barclays PLC (broker: Hargreaves Lansdown, Companies House ref: 00048839, not held in ISA), market value 7500 GBP; 1000 units in Vanguard FTSE All-World UCITS ETF (platform: Interactive Investor, fund manager ref: IE00BK5BQT80, held in ISA wrapper), market value 18500 GBP. Total 26000 GBP.

There were no dividends or income due but unpaid at the date of death.

The deceased held a 25% ownership interest in Tech Innovations Ltd (Companies House number 12345678), comprising 250 ordinary shares per share certificate number SH-456. The interest was acquired on 15 March 2015. There is a shareholders agreement dated 1 April 2015 restricting transfer of shares. The shares are transferable subject to pre-emption rights under the company's articles of association.

The value of the business interest as at date of death 15 May 2023 is 50000 GBP, determined using the earnings multiple valuation method by a qualified business valuer (report dated 10 July 2023). There were no directors' loans or company debts owed to or from the estate.

The deceased owned the following patents: Patent GB1234567 (UK jurisdiction, renewal date 15 June 2025, estimated value as at 15 May 2023: 15000 GBP, no licensing agreements).

The deceased owned the following trademarks: Trademark UK0000321456 (UK jurisdiction, renewal date 10 October 2026, estimated value as at 15 May 2023: 8000 GBP, licensed to third party under agreement dated 2020).

The deceased owned no copyrights or other IP with probate value.

Mortgage: Barclays Bank PLC, address 1 Churchill Place, London E14 5HP, account/reference MORT-987654, balance outstanding at 15 May 2023: 180000 GBP (no interest due at death). Matches details in Real Property section. Documentation: mortgage deed ref BD-789.

Personal loan: HSBC Bank, address 8 Canada Square, London E14 5HQ, account 55667788, balance at 15 May 2023: 4500 GBP plus interest due of 45 GBP. Documentation: loan agreement ref LN-112.

Hire purchase on vehicle: Ford Finance, address Central Park, Leeds LS11 5LT, account HP-334455, balance at 15 May 2023: 6500 GBP. Documentation: HP agreement ref HP-223.

Utility bills: British Gas, outstanding at 15 May 2023: 320 GBP (account ref UTIL-6677).

Funeral expenses: 4500 GBP (invoice from Co-op Funeralcare ref F-9988).

Solicitor fees for probate: estimated 2500 GBP.

No credit card debts, overdrafts, tax liabilities or other debts.

Pension: Aviva Pension Provider, policy number PEN-998877, value at date of death 15 May 2023: 125000 GBP. This does not form part of the estate and passes by beneficiary nomination to spouse.

Life insurance: Legal & General, policy number LI-445566, sum assured 100000 GBP, written in trust, therefore does not form part of the estate. Beneficiary: spouse (death benefit payable directly).

No annuities held by the deceased.

All valuations are as at the date of death, 15 May 2023, on the basis of open market value in accordance with HMRC guidelines (Section 160 IHTA 1984).

Professional valuers used: Property valuer - Jane Brown MRICS (RICS qualified), valuation dated 5 June 2023; Jewellery valuer - David Green FGA (gemmologist), dated 20 June 2023; Art valuer - Sarah White (member of Society of Fine Art Auctioneers), dated 15 June 2023; Business valuer - Michael Black FCA (chartered accountant), report dated 10 July 2023. Bank, investment and pension values provided by respective institutions as at date of death.