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 ordered a different filing date of [__/__/____]; a copy of the order is attached.
☐ The will expressly exempts the executor from filing an inventory (Ala. Code § 43-2-311); this inventory is nonetheless being filed. The exemption does not apply if an interested person makes the affidavit described in § 43-2-311(1) or the court finds the estate likely to be wasted to an interested person's prejudice under § 43-2-311(2).
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
Under § 43-2-835(a), the personal representative must state each item's fair market value as of the date of death and identify any encumbrance. An appraisal may support a valuation where an asset's value is uncertain; identify the appraisal or other valuation data relied upon. Follow any additional requirement in an applicable court order or local form.
| 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 | Encumbrance (type/amount, or none) |
|---|---|---|---|---|
| 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 | Encumbrance (type/amount, or none) |
|---|---|---|---|---|---|
| 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 | Encumbrance (type/amount, or none) |
|---|---|---|---|---|
| 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 | Encumbrance (type/amount, or none) |
|---|---|---|---|---|
| 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 | $[________________] | |
| Less: Encumbrances (from Schedules A–E) | ($[________________]) | |
| 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 property was omitted or a listed value or description proves erroneous or misleading (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
- Last updated
- October 13, 2026
- Citations checked
- October 13, 2026
- Jurisdiction
- Alabama
- Category
- Estate Planning & Wills
Legal authority
- Ala. Code § 43-2-835 (Duty of Personal Representative; Inventory and Appraisement)
- Ala. Code § 43-2-311 (Testator May Exempt Executor from Filing Inventory)
- Ala. Code § 43-2-836 (Supplementary Inventory)
- Ala. Code §§ 43-8-110 to 43-8-112 (homestead allowance, exempt property, and family allowance)
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.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on October 13, 2026.
Ala. Code § 43-2-835(a)-(b) (checked October 13, 2026): "Within two months after appointment, a personal representative, who is not a special administrator or a successor to another 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 that may exist with reference to any item."
Ala. Code § 43-2-835(b) (checked October 13, 2026): "The personal representative shall send a copy of the inventory to interested persons who request it."
Ala. Code § 43-2-311 (checked October 13, 2026): "Any testator may, by express provision in his or her will to that effect, exempt an executor from filing an inventory or making any report or final settlement"
Ala. Code § 43-2-836 (checked October 13, 2026): "If any property not included in the initial inventory comes to the knowledge of a personal representative or if the personal representative learns that the value or description indicated in the initial inventory for any item is erroneous or misleading, the personal representative shall make a supplement to the initial inventory or appraisement"
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