Estate Inventory and Appraisement (Alabama)
INVENTORY AND APPRAISEMENT OF THE ESTATE
IN THE PROBATE COURT OF [COUNTY] COUNTY, ALABAMA
1. CAPTION AND CASE INFORMATION
| Field | Detail |
|---|---|
| IN THE MATTER OF THE ESTATE OF: | [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], Deceased |
| Case / Estate No. | [____________________________________] |
| Court | Probate Court of [COUNTY] County, Alabama |
| Type of Administration | ☐ Testate (with will) ☐ Intestate (no will) |
2. PERSONAL REPRESENTATIVE INFORMATION
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Executor (Letters Testamentary) ☐ Administrator (Letters of Administration) ☐ Administrator with Will Annexed |
| Mailing Address | [STREET ADDRESS], [CITY], Alabama [ZIP CODE] |
| Telephone / Email | [________________________________] |
| Date Letters Issued | [__/__/____] |
3. DECEDENT INFORMATION
| Field | Detail |
|---|---|
| Full Legal Name | [DECEDENT FULL LEGAL NAME] |
| Also Known As | [AKA(s), if any] |
| Date of Death (Valuation Date) | [__/__/____] |
| County of Domicile at Death | [COUNTY] County, Alabama |
| Social Security No. (last 4) | XXX-XX-[____] |
4. STATEMENT OF DUTY AND FILING DEADLINE
Pursuant to Ala. Code § 43-2-835(a), within two (2) months after appointment, a personal representative (who is not a special administrator or a successor to a representative who has previously discharged this duty) shall file an inventory of property owned by the decedent at the time of death, listing it with reasonable detail and indicating, as to each listed item, its fair market value as of the date of the decedent's death and the type and amount of any encumbrance.
☐ This inventory is filed within two months after the personal representative's appointment.
☐ The court has, for good cause, extended the time for filing to [__/__/____].
☐ The will expressly exempts the personal representative from filing an inventory (Ala. Code § 43-2-311); this inventory is nonetheless prepared and furnished to interested persons.
Pursuant to Ala. Code § 43-2-835(b), the personal representative shall send a copy of this inventory to interested persons who request it.
5. APPRAISAL METHOD
Alabama law does not require a court-appointed appraiser for an ordinary estate inventory. The personal representative determines and states the fair market value of each item as of the date of death. Where the value of an asset is subject to reasonable doubt (e.g., real estate, closely held business interests, collectibles), the personal representative may engage a qualified, disinterested appraiser and attach the appraisal.
| Asset Appraised | Appraiser Name | Address | Date of Appraisal |
|---|---|---|---|
| [________________________________] | [____________________] | [____________________] | [__/__/____] |
| [________________________________] | [____________________] | [____________________] | [__/__/____] |
SCHEDULE A — REAL PROPERTY
| # | Description / Street Address | County & Parcel/Tax ID | Legal Description (Book/Page or Lot/Block) | Date-of-Death FMV | Encumbrance (type/amount) |
|---|---|---|---|---|---|
| A-1 | [________________________________] | [____________________] | [____________________] | $[________________] | [________________] |
| A-2 | [________________________________] | [____________________] | [____________________] | $[________________] | [________________] |
| A-3 | [________________________________] | [____________________] | [____________________] | $[________________] | [________________] |
Schedule A Subtotal (gross FMV): $[________________]
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| # | Item Description | VIN / Serial / Identifier | Date-of-Death FMV |
|---|---|---|---|
| B-1 | [Vehicle: year/make/model] | [____________________] | $[________________] |
| B-2 | [Household goods & furnishings] | [____________________] | $[________________] |
| B-3 | [Jewelry / watches] | [____________________] | $[________________] |
| B-4 | [Firearms / collectibles / art] | [____________________] | $[________________] |
| B-5 | [________________________________] | [____________________] | $[________________] |
Schedule B Subtotal: $[________________]
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| # | Institution | Account Type | Acct No. (last 4) | Balance at Death |
|---|---|---|---|---|
| C-1 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-2 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-3 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-4 | Cash on hand / uncashed checks | — | — | $[________________] |
Schedule C Subtotal: $[________________]
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| # | Description (issuer / type / shares or units) | Identifier (CUSIP / acct) | Date-of-Death FMV |
|---|---|---|---|
| D-1 | [Brokerage account] | [____________________] | $[________________] |
| D-2 | [Stocks / bonds / mutual funds] | [____________________] | $[________________] |
| D-3 | [LLC / partnership / closely held business interest] | [____________________] | $[________________] |
| D-4 | [________________________________] | [____________________] | $[________________] |
Schedule D Subtotal: $[________________]
SCHEDULE E — OTHER ASSETS
| # | Description | Identifier / Source | Date-of-Death FMV |
|---|---|---|---|
| E-1 | [Promissory notes / receivables owed to decedent] | [____________________] | $[________________] |
| E-2 | [Life insurance payable to the ESTATE] | [____________________] | $[________________] |
| E-3 | [Tax / utility refunds; final wages] | [____________________] | $[________________] |
| E-4 | [Intellectual property / royalties / other] | [____________________] | $[________________] |
Schedule E Subtotal: $[________________]
6. RECAPITULATION / SUMMARY
| Schedule | Description | Appraised Value |
|---|---|---|
| A | Real Property (gross) | $[________________] |
| B | Tangible Personal Property | $[________________] |
| C | Cash, Bank & Financial Accounts | $[________________] |
| D | Securities & Business Interests | $[________________] |
| E | Other Assets | $[________________] |
| TOTAL GROSS APPRAISED VALUE OF ESTATE | $[________________] | |
| Less: Encumbrances (from Schedule A) | ($[________________]) | |
| NET APPRAISED VALUE | $[________________] |
7. VERIFICATION / OATH OF PERSONAL REPRESENTATIVE
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the duly appointed and acting personal representative of the Estate of [DECEDENT FULL LEGAL NAME], being first duly sworn, state under oath that the foregoing inventory and appraisement is a true and complete list of all property owned by the decedent at the time of death that has come to my knowledge and possession, and that the fair market values stated as of the date of death are true and correct to the best of my knowledge, information, and belief.
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
Date: [__/__/____]
STATE OF ALABAMA, [COUNTY] COUNTY
Sworn to and subscribed before me this [____] day of [MONTH], [YEAR].
Notary Public: ______________________________________ My commission expires: [__/__/____]
8. CERTIFICATE OF SERVICE / FILING
Pursuant to Ala. Code § 43-2-835(b), a copy of this inventory has been furnished to each interested person who requested it. The original is filed with the Probate Court of [COUNTY] County, Alabama.
| Interested Person Served | Address | Method | Date |
|---|---|---|---|
| [________________________________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
| [________________________________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
Alabama State Bar No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]
ATTACHMENTS CHECKLIST
☐ Local Probate Court inventory form (if the county supplies one)
☐ Independent appraisals (real estate, business interests, collectibles)
☐ Date-of-death account statements (Schedule C)
☐ Brokerage / securities statements (Schedule D)
☐ Vehicle title(s) / valuation printouts (Schedule B)
☐ Supplementary inventory, if after-discovered property is found (Ala. Code § 43-2-836)
☐ Proof of furnishing copy to requesting interested persons (Ala. Code § 43-2-835(b))
SOURCES AND REFERENCES
- Ala. Code § 43-2-835 — Duty of Personal Representative; Inventory and Appraisement (two months; FMV at date of death; copy to requesting interested persons).
- Ala. Code § 43-2-311 — Testator May Exempt Executor from Filing Inventory or Making Report or Final Settlement.
- Ala. Code § 43-2-836 — Supplementary Inventory.
- Ala. Code § 43-8-110 et seq. — Exempt property and family allowance.
About This Template
Estate planning documents decide what happens to your property, your children, and your medical care when you cannot make those decisions yourself. Wills, trusts, powers of attorney, and health care directives each serve different purposes and each have to meet state law requirements for signing, witnessing, and notarization. A document that looks fine on the page but was not executed correctly can be rejected in probate, which is exactly when it is too late to fix.
Important Notice
This template is provided for informational purposes. It is not legal advice. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Last updated: June 2026
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