{"product_id":"tillaggsbouppteckning-ny-tillgang-skuld-word-pdf-excel","title":"Supplementary Inventory of Estate – New Asset or Liability, Summons \u0026 Excel | Word\/PDF","description":"\u003cp\u003e\u003cstrong\u003eSupplementary inventory – templates and working documents for an estate under Swedish law.\u003c\/strong\u003e Use the package when a new asset, liability, or other relevant error is discovered after the original inventory has been drawn up. You get editable Word documents, searchable PDF versions, and an Excel register. The package does \u003cstrong\u003enot\u003c\/strong\u003e replace the Swedish Tax Agency's official form SKV 4578, nor does it automatically determine whether a supplementary inventory is required.\u003c\/p\u003e\n\u003ch2\u003eWhen is the package suitable?\u003c\/h2\u003e\u003cp\u003eFor estate owners, inventory preparers, and administrators who need to document the addition, convene a new inventory meeting, keep records of attendance and evidence, and check the submission. Individual assessment is required in cases of disputes among heirs, complex valuations, foreign connections, or uncertain legal grounds.\u003c\/p\u003e\n\u003cdiv style=\"border:2px solid #23668d;background:#eaf3f8;padding:16px;margin:18px 0;border-radius:6px\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 files:\u003c\/strong\u003e 7 editable DOCX files, 7 corresponding searchable PDFs, and 1 XLSX file with nine tabs. These are seven documents in two formats plus an Excel tool, not fourteen different legal templates. The main documents and Excel tool are in Swedish; a separate English User Guide explains how to use them.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003cdiv style=\"border:2px solid #23668d;background:#f5f9fc;padding:16px;margin:18px 0;border-radius:6px\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e02. What the files contain\u003c\/h2\u003e\n\n\u003cp\u003eMain document with sections for additions, a new inventory meeting, and certifications; notice of meeting; attendance and meeting minutes; valuation and evidence appendix; submission check with cover letter; Swedish guide; English guide; and an Excel file with cases, items, notices, evidence, and key administrative metrics.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003ch2\u003eFile by file\u003c\/h2\u003e\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\u003cth\u003eLanguage\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e01. Main document\u003c\/td\u003e\n\n\u003ctd\u003eDocument the addition\/correction, confirmation, and certification by two inventory preparers\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e02. Notice of meeting\u003c\/td\u003e\n\n\u003ctd\u003eConvene relevant persons to a new inventory meeting\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e03. Notice and attendance minutes\u003c\/td\u003e\n\n\u003ctd\u003eCollect identification, proof of notice, and attendance records\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e04. Addition and valuation appendix\u003c\/td\u003e\n\n\u003ctd\u003eTraceable documentation of items and evidence\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e05. Inventory meeting and submission check\u003c\/td\u003e\n\n\u003ctd\u003eCheckpoints and cover letter template\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e06. User guide\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step instructions, deadlines, and limitations\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e07. English User Guide\u003c\/td\u003e\n\n\u003ctd\u003eEnglish explanation of Swedish documents (not a foreign-law template)\u003c\/td\u003e\n\n\u003ctd\u003eEN\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e08. Excel register\u003c\/td\u003e\n\n\u003ctd\u003eNine tabs with case, amount, notice, and control overviews\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eExcel\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\u003ch2\u003eExcel – actual functions and limitations\u003c\/h2\u003e\u003cp\u003eThe tabs are Dashboard, Cases, Items, Notices, Evidence, Inventory Meeting, Submission, Control, and Read Me. The Dashboard shows the number of registered items, totals the entered assets and liabilities, and displays an arithmetic difference. The workbook does \u003cstrong\u003enot\u003c\/strong\u003e determine inheritance shares, legal validity, rights to property, or registration. Deadlines must be assessed and checked manually.\u003c\/p\u003e\n\u003ch2\u003eHow to use the documents\u003c\/h2\u003e\u003col\u003e\n\n\u003cli\u003eCheck whether a new asset, liability, or relevant error justifies an addition, and document the date of discovery.\u003c\/li\u003e\n\n\u003cli\u003eObtain the previous inventory, supporting documentation, and relevant persons.\u003c\/li\u003e\n\n\u003cli\u003eConvene everyone who needs to be convened in good time and secure proof of notice.\u003c\/li\u003e\n\n\u003cli\u003eHold a new inventory meeting with the inventory preparer's confirmation and certification by two inventory preparers.\u003c\/li\u003e\n\n\u003cli\u003eCheck the official form SKV 4578 and submit it to the Swedish Tax Agency within the applicable time. Monitor the registration separately.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\u003ch2\u003eImportant legal matters – Swedish law\u003c\/h2\u003e\u003cp\u003eAccording to \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/arvdabalk-1958637_sfs-1958-637\/\"\u003eChapter 20, Section 10 of the Swedish Inheritance Code\u003c\/a\u003e, a supplementary inventory for a new asset, liability, or other relevant error must normally be drawn up within one month of discovery. According to Chapter 20, Sections 8 and 10, a one-month deadline for submission normally applies after the inventory is drawn up. A special three-month deadline exists in the specific case of a surviving cohabitant's request for debt coverage; the package does not automate this special rule. Since 1 July 2026, updated legal terms have been used, including inventory preparer and the inventory preparer's confirmation.\u003c\/p\u003e\n\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\n\u003ch3\u003eIs the package the same as the Swedish Tax Agency's form?\u003c\/h3\u003e\u003cp\u003eNo. The Swedish Tax Agency's official \u003ca href=\"https:\/\/www.skatteverket.se\/privat\/etjansterochblanketter\/blanketterbroschyrer\/blanketter\/info\/4578.4.5c281c7015abecc2e203c9ff.html\"\u003eSKV 4578\u003c\/a\u003e can be obtained free of charge from the agency. The package offers editable templates, appendices, notices, and a workbook.\u003c\/p\u003e\n\u003ch3\u003eMust a new inventory meeting be held?\u003c\/h3\u003e\u003cp\u003eYes, when a supplementary inventory is required under the rules, a new inventory meeting must be held, including a new notice and new certifications.\u003c\/p\u003e\n\u003ch3\u003eCan the PDF files be filled in digitally?\u003c\/h3\u003e\u003cp\u003eThe PDF versions are searchable and intended for reading or printing; they are not offered as interactive fillable PDF forms. Edit the Word documents when the fields need to be filled in.\u003c\/p\u003e\n\u003ch3\u003eIs the English guide an English legal template?\u003c\/h3\u003e\u003cp\u003eNo. The English User Guide explains how to use the Swedish templates and does not adapt them to the laws of another country.\u003c\/p\u003e\n\u003ch2\u003eRelated\u003c\/h2\u003e\n\u003cp\u003eIn-depth: \u003ca href=\"\/en\/blogs\/arvskifteshandling-guide\/bouppteckning-2026-tidsfrister-kallelse-nya-regler\"\u003eInventory 2026 – deadlines, notices, and new rules\u003c\/a\u003e provides background on the ordinary inventory meeting and supplementary inventory.\u003c\/p\u003e\n\u003cp\u003eSee \u003ca href=\"\/en\/collections\/dodsbo-arv-mallar\"\u003eEstate \u0026amp; Inheritance – Templates\u003c\/a\u003e for supplementary documents and choose between the original inventory, supplementary inventory, and distribution of the estate based on your situation.\u003c\/p\u003e\n\u003ch2\u003eSources and version\u003c\/h2\u003e\u003cp\u003eSwedish Inheritance Code (1958:637), Chapter 20, Sections 2–4, 6, 8, and 10; \u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2026.14\/340719.html\"\u003eSwedish Tax Agency legal guidance\u003c\/a\u003e, and SKV 4578. AI-assisted source review: 2026-11-02. No external legal review of this version has been performed. Product version 1.0.\u003c\/p\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56445322527062,"sku":"TILLBOUP-20261102","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_tillaggsbouppteckning_huvudbild_1600.png?v=1793638511","url":"https:\/\/mallbutiken.se\/en\/products\/tillaggsbouppteckning-ny-tillgang-skuld-word-pdf-excel","provider":"Mallbutiken","version":"1.0","type":"link"}