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Adult Guardianship - Guardian Inventory, page 1
Moderate · 50/100Form Complexity Index

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What this form asks for

The AI fills all of it, from your answers or your documents.

This form, officially the Adult Guardianship - Guardian Inventory, is a legal document required by the Superior Court of New Jersey. A court-appointed guardian must use it to provide a complete and accurate inventory of all real and personal property belonging to the incapacitated person's estate. This inventory is crucial for court oversight and ensuring the proper management of the individual's finances. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields111
Pages4
Form Complexity IndexModerate, 50/100

The AI checks your answers before you download

14 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Ensures Caption Information is Complete

This check verifies that the 'In the Matter of the Estate of' (incapacitated person's name), 'County of', and 'Docket No.' fields are all filled out. This information is essential for identifying the specific legal case to which this inventory belongs. A failure would render the document un-fileable as it cannot be correctly associated with a court record.

Verifies At Least One Guardian Signature and Date

Validates that at least the first guardian's signature, printed name, and date fields are completed. The form requires the guardian(s) to personally certify the inventory's accuracy. If no guardian signs, the certification is invalid, and the document has no legal standing.

Validates All Date Formats

Checks that all date fields on the form, including guardian signature dates and the service date, are entered in a valid and recognizable date format (e.g., MM/DD/YYYY). Incorrectly formatted dates can cause confusion and lead to rejection by the Surrogate's office. This ensures data integrity and proper record-keeping.

Confirms Gross Value Calculation in Recapitulation

This validation ensures the 'Gross Value' in the Recapitulation section is the correct sum of the totals from Schedule A, Schedule B, Schedule C, Schedule D, and Schedule E. An incorrect total misrepresents the overall value of the estate's assets. Failures must be corrected to ensure the summary accurately reflects the detailed schedules.

Confirms Net Estate Calculation in Recapitulation

Verifies that the 'Total Net Estate' is calculated correctly by subtracting the 'Schedule F - Encumbrances' total from the 'Gross Value'. This is a critical calculation that represents the net worth of the estate. An error here would provide a fundamentally flawed financial overview to the court and interested parties.

Ensures Schedule Totals Match Line Item Sums

For each schedule (A through G), this check confirms that the 'Total' amount listed at the bottom of the schedule is the correct sum of all individual line item values within that schedule. This prevents simple arithmetic errors and ensures consistency between the detailed entries and their summary totals. Discrepancies would require manual correction by the guardian.

And 8 more checks
  • Validates Use of Market Value for Schedule A and B Totals
  • Checks for Required Account Information in Descriptions
  • Verifies Completeness of Service Certification
  • Logical Date Check for Service Certification
  • Validates All Monetary Fields are Numeric
  • Conditional Requirement for Item Descriptions
  • Consistency Check for Empty Schedules
  • Ensures Recapitulation Income Matches Schedule G Annual Total

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How to Fill Out CN 11799 Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the Guardian Inventory form (CN 11799).
  2. Use the AI assistant to fill in the case caption, including the county, docket number, and the name of the incapacitated person.
  3. Systematically complete Schedules A through E, providing detailed information on all assets such as real property, stocks, bank accounts, retirement funds, and miscellaneous personal property.
  4. Fill out Schedule F to list any liabilities or encumbrances against the assets, and Schedule G to detail all sources of monthly and annual income.
  5. Review the 'Recapitulation' section on page one, which Instafill.ai will automatically populate by totaling the values from each schedule to calculate the gross and net estate values.
  6. Digitally sign and date the guardian certification to attest to the accuracy of the information provided.
  7. Complete the 'Service' certification at the end of the form, listing all interested parties served with a copy, then download the final document for filing with the Surrogate.

Common Mistakes in Completing CN 11799

The ones the AI is built to catch.

Inconsistent Recapitulation Summary
Guardians often meticulously fill out the asset and liability schedules (A-F) but then forget to transfer the totals to the 'Recapitulation' summary on page one, or they make transcription errors. This results in a form with conflicting or incomplete information, which can lead to rejection by the Surrogate's office and require refiling. To avoid this, complete the schedules first, then carefully transfer each total to the summary section, and finally, double-check all figures. AI-powered tools like Instafill.ai can prevent this by automatically calculating and populating the summary based on the data entered in the schedules.
Incorrectly Calculating the Total Net Estate
A frequent error occurs in the 'Recapitulation' section when calculating the 'Total Net Estate'. Filers must subtract the 'Schedule F - Encumbrances' total from the 'Gross Value'. However, many people mistakenly add the encumbrances, which significantly inflates the estate's net worth and presents a false picture of its value. To prevent this, remember that encumbrances are debts that reduce the estate's value and must be subtracted. Using a tool with built-in calculations can eliminate this common arithmetic mistake.
Confusing Market Value with Assessed or Face Value
For Schedule A (Real Property) and Schedule B (Stocks, Bonds), the form requests multiple values but specifies that the 'Market Value' should be used for the total. Filers often get confused and use the 'Municipal Tax Assessed Value' or 'Face Value' in their calculations, leading to an inaccurate inventory total. This can misrepresent the estate's true value, affecting court oversight. Always use the current market value for the final totals on these schedules.
Using Vague or Incomplete Asset Descriptions
In Schedules B, C, and D, the form requires specific details like the financial institution's name, account type, and the last four digits of the account number. Many filers provide vague descriptions like 'Checking Account' or 'IRA' without the necessary identifiers. This makes it impossible for the court to verify or track the assets, leading to requests for more information and delaying the approval process. Before filling out the form, gather all relevant financial statements to ensure you have the required details.
Leaving Empty Schedules Blank Instead of Writing 'NONE'
The instructions explicitly state to enter 'NONE' for any schedule that has no corresponding assets. However, it is common for filers to simply leave these sections completely blank. A blank section creates ambiguity for the court reviewer, who cannot be sure if the filer has no assets for that category or simply forgot to fill it out. This can trigger unnecessary inquiries and delays. Always write 'NONE' in the description and enter '$0' for the total on any unused schedule.
Forgetting to Disclose Out-of-State Assets
Guardians sometimes mistakenly believe they only need to report assets located within New Jersey. The form instructions clearly state that the inventory must list all assets, regardless of their location. Omitting out-of-state property, bank accounts, or investments results in an incomplete and inaccurate filing, which is a serious issue that can lead to legal consequences for the guardian. It is crucial to conduct a thorough search and report all assets of the incapacitated person, wherever they are located.
Improperly Reporting Jointly Owned Assets
When an asset in Schedule A or B is held jointly, filers often list the asset's full value instead of the incapacitated person's actual share. The form requires describing the joint interest, which means specifying the ownership percentage (e.g., 50%) and reporting only that portion of the market value. Reporting the full value overstates the estate and can create legal complications with the other owner. Be sure to clarify ownership and report only the incapacitated person's equity.
Failing to Complete the Service Certification
The certification of service on page three is a critical but often overlooked section. Filers may forget to list the names, relationships, and addresses of all interested parties who were served a copy of the inventory, or they may omit the date and manner of service. Without this completed section, the court has no official record that legal notice requirements were met, which will halt the process until proof of service is properly filed. Complete this section immediately after mailing or delivering the copies.
Missing Signatures from All Guardians
The certification on page one must be dated and signed by the guardian(s) of the estate. If there are co-guardians appointed, all of them must sign the document. A common oversight is having only one guardian sign, which invalidates the filing. This requires the form to be re-circulated for the missing signature, causing significant delays. Ensure all appointed guardians have signed and dated the form before it is submitted to the court.
Manual Calculation and Transcription Errors from a Flat PDF
This form is often distributed as a non-fillable, flat PDF, forcing guardians to print it and fill it out by hand. This process is highly susceptible to errors, including illegible handwriting, mathematical mistakes when totaling schedules, and transcription errors when moving totals to the Recapitulation page. These mistakes can lead to the form being rejected. Using a service like Instafill.ai can convert the non-fillable PDF into an interactive, fillable version with automatic calculations, ensuring legibility, accuracy, and consistency.

Frequently Asked Questions About CN 11799

 

Is it really free for 7 days?
Yes. You pay $0 today. Cancel before Nov 5 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your CN 11799.
Can I fill other forms too?
This plan is for your CN 11799: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
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From your account, in two clicks, any time. No email, no call.
How does the AI fill out CN 11799?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of CN 11799, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is CN 11799 to fill out?
CN 11799 has a Form Complexity Index of 50 out of 100, in the moderate tier: 111 fillable fields across 4 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of the Adult Guardianship - Guardian Inventory form?
This form is used by the court-appointed guardian of an incapacitated person's estate to create a detailed inventory of all the person's assets, debts, and income. It provides a complete financial snapshot for the court and other interested parties.
Who needs to fill out and file this form?
The guardian(s) of the estate for an incapacitated person must complete, sign, and file this form. If there are co-guardians of the estate, all of them must sign the document.
What is the deadline for filing the Guardian Inventory?
The inventory must be filed by the deadline set in the Judgment of Incapacity, which is usually within ninety (90) days of the guardian's appointment. Always check the Judgment to confirm the specific filing deadline.
What information do I need to include on the form?
You must list all of the incapacitated person's assets, including real estate, stocks, bank accounts, retirement funds, personal property, and all sources of income. You must also list any debts or encumbrances, like mortgages or loans.
Do I need to list assets that are located outside of New Jersey?
Yes, the inventory must be a complete list of all assets, regardless of their location. You are required to disclose all out-of-state assets.
What should I write if the incapacitated person has no assets for a particular schedule?
If there are no assets that correspond to a specific schedule, you must enter 'NONE' in that section. All schedules on the form must be completed.
What is the difference between 'Market Value' and 'Tax Assessed Value' for real property in Schedule A?
The 'Tax Assessed Value' is the value used by the municipality for property taxes. The 'Market Value' is an estimate of what the property could sell for, which can be estimated without needing a new formal appraisal.
Where do I file the completed form and is there a fee?
You must file the original inventory with the Surrogate in the county of the guardianship and pay a filing fee of $5 per page. A copy must also be served on all interested parties.
What should I do if the estate is very complex?
For complex or high-value estates, you may wish to consult an attorney or accountant for assistance in completing the form. However, as the guardian, you are still personally responsible for signing and filing the inventory.
Who are the 'interested parties' that I need to send a copy to?
You must serve a copy to all interested persons named in the original guardianship complaint, such as the spouse, parents, and children, as well as anyone else directed by the court. Check the Judgment to confirm who must be served and the required method of service.
Can I use an AI tool to help me fill out this form?
Yes, services like Instafill.ai use AI to help you accurately auto-fill form fields, which can save time and help prevent errors. This is especially useful for forms with many detailed sections.
How can I fill out the Guardian Inventory form online?
To complete this form online, you can upload the PDF to a platform like Instafill.ai. The service makes the document interactive, allowing you to type your information directly into the fields and then save or print the finished form.
The PDF I have isn't fillable. What can I do?
If you have a non-fillable or 'flat' PDF, you can use a service like Instafill.ai to convert it into an interactive, fillable form. Simply upload your document, and the AI will make it possible to complete on your computer.
What is the 'Recapitulation' section on page 1?
The 'Recapitulation' section is a summary of the total values from each schedule (A through G). After completing all schedules, you transfer the totals to this section to provide an overview of the estate's gross and net value.
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