Inventory and Appraisement of the Estate (Colorado)
INVENTORY AND APPRAISEMENT OF THE ESTATE
| Party | Designation |
|---|---|
| DISTRICT COURT, [COUNTY] COUNTY, COLORADO | |
| (Denver Probate Court if the decedent was domiciled in the City and County of Denver) | |
| IN THE MATTER OF THE ESTATE OF: | |
| [DECEDENT FULL LEGAL NAME], a/k/a [AKA, IF ANY], | Deceased |
Case Number: [____________________________________] Division/Courtroom: [____]
1. PERSONAL REPRESENTATIVE
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Mailing Address | [STREET ADDRESS], [CITY], [STATE] [ZIP] |
| Telephone / Email | [________________________________] |
| Capacity | ☐ Personal Representative ☐ Co-Personal Representative |
| Appointment | ☐ Informal (Registrar) ☐ Formal (Court) |
| Date of Appointment | [__/__/____] |
| Relationship to Decedent | [____________________________________] |
☐ I am the originally appointed personal representative.
☐ I succeeded a representative who had not discharged the inventory duty.
2. DECEDENT
| 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, Colorado |
| Last Address | [STREET ADDRESS], [CITY], Colorado [ZIP] |
| Testacy | ☐ Testate (will dated [__/__/____]) ☐ Intestate |
All values stated in this inventory are the fair market value as of the date of the decedent's death, as required by C.R.S. § 15-12-706(1).
3. DUTY AND DEADLINE
Under C.R.S. § 15-12-706(1), within three (3) months after appointment the personal representative shall prepare an inventory of property owned by the decedent and subject to disposition by will or intestate succession at the time of death, listing it with reasonable detail and indicating, as to each item, its fair market value as of the date of death and the type and amount of any encumbrance.
- Date of appointment: [__/__/____]
- Inventory due (3 months later): [__/__/____]
If a later-discovered asset or a material value or description error appears, the personal representative must prepare a supplementary inventory under C.R.S. § 15-12-708.
Under C.R.S. § 15-12-706(2), the personal representative shall send a copy of the inventory to interested persons who request it, or may file the original with the court. Under C.R.S. § 15-12-706(3), if the heirs or devisees are unknown — or are known but no one is qualified to receive their distributive share — the personal representative shall also, within those three months, deliver or mail a copy to the Colorado Attorney General.
4. APPRAISAL METHOD
Pursuant to C.R.S. § 15-12-707, the personal representative may employ qualified and disinterested appraisers to ascertain the fair market value, as of the date of death, of any asset whose value is subject to reasonable doubt; different persons may appraise different kinds of assets, and the appraiser's name and address must be indicated on the inventory with the item(s) appraised.
☐ No outside appraiser was used. ☐ One or more appraisers were used (identified by name, address, and item in the appraiser table below).
For each asset in Schedules A–E, list any lien or other encumbrance by item number in Schedule F. The recap uses gross asset values and subtracts Schedule F once to calculate net value.
SCHEDULE A — REAL PROPERTY
| # | Description / Street Address | County & Parcel No. | Legal Description (abbrev.) | Decedent’s Interest | Date-of-Death FMV of Interest | Encumbrance (type/amount; also Schedule F) |
|---|---|---|---|---|---|---|
| A-1 | [________________________________] | [____________] | [____________] | [____________] | $[________________] | [____________] |
| A-2 | [________________________________] | [____________] | [____________] | [____________] | $[________________] | [____________] |
| Gross subtotal A | $[______________] |
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| # | Description | Location | Appraiser (if any) | Date-of-Death FMV |
|---|---|---|---|---|
| B-1 | Household furnishings & appliances | [____________] | [____________] | $[________________] |
| B-2 | Motor vehicles (year/make/VIN) | [____________] | [____________] | $[________________] |
| B-3 | Jewelry / furs / collectibles | [____________] | [____________] | $[________________] |
| B-4 | Firearms / tools / equipment | [____________] | [____________] | $[________________] |
| B-5 | [________________________________] | [____________] | [____________] | $[________________] |
| Subtotal B | $[______________] |
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| # | Institution | Account Type | Account No. (last 4) | Date-of-Death Balance |
|---|---|---|---|---|
| C-1 | [____________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Mkt | XXXX-[____] | $[________________] |
| C-2 | [____________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Mkt | XXXX-[____] | $[________________] |
| C-3 | Cash on hand | — | — | $[________________] |
| Subtotal C | $[______________] |
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| # | Description (issuer / entity) | No. of Shares / % Interest | Appraiser (if any) | Date-of-Death FMV |
|---|---|---|---|---|
| D-1 | Publicly traded securities — [____________] | [____________] | [____________] | $[________________] |
| D-2 | Closely held business interest — [____________] | [____________]% | [____________] | $[________________] |
| D-3 | Bonds / notes / brokerage account — [____________] | [____________] | [____________] | $[________________] |
| Subtotal D | $[______________] |
SCHEDULE E — OTHER ASSETS
| # | Description | Appraiser (if any) | Date-of-Death FMV |
|---|---|---|---|
| E-1 | Debts/receivables owed to decedent | [____________] | $[________________] |
| E-2 | Life insurance / annuity payable to estate | [____________] | $[________________] |
| E-3 | Intellectual property / royalties | [____________] | $[________________] |
| E-4 | Mineral / oil & gas interests | [____________] | $[________________] |
| E-5 | [________________________________] | [____________] | $[________________] |
| Subtotal E | $[______________] |
SCHEDULE F — ENCUMBRANCES ON INVENTORIED ASSETS
Identify each encumbered item by its schedule and item number; state the type and amount of the lien or security interest.
| Asset item (#) | Type of encumbrance | Creditor (if known) | Date-of-death amount |
|---|---|---|---|
| [____] | [________________] | [________________] | $[________] |
| [____] | [________________] | [________________] | $[________] |
| Total encumbrances | $[________] |
RECAPITULATION / SUMMARY
| Schedule | Asset Class | Total Date-of-Death FMV |
|---|---|---|
| A | Real Property (gross value of decedent’s interest) | $[________________] |
| B | Tangible Personal Property | $[________________] |
| C | Cash, Bank & Financial Accounts | $[________________] |
| D | Securities & Business Interests | $[________________] |
| E | Other Assets | $[________________] |
| TOTAL GROSS INVENTORY VALUE | $[________________] | |
| F | Total encumbrances on inventoried assets | $[________________] |
| TOTAL NET INVENTORY VALUE | $[________________] |
5. OATH / AFFIRMATION OF PERSONAL REPRESENTATIVE
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the personal representative of the Estate of [DECEDENT FULL LEGAL NAME], affirm that this inventory and appraisement is complete and accurate so far as I am informed. The values shown are fair market values of the Decedent’s interests as of the date of death.
I declare under penalty of perjury under the law of Colorado that the foregoing is true and correct.
Executed on [__/__/____] at [CITY], [STATE].
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME], Personal Representative
Co-Personal Representative Signature (if any): ______________________________
Co-Personal Representative Printed Name: [NAME]
6. APPRAISERS USED (IF ANY — C.R.S. § 15-12-707)
| Appraiser Name | Address | Item(s) Appraised | Date-of-Death Appraised Value |
|---|---|---|---|
| [____________] | [____________] | [____________] | $[________________] |
7. CERTIFICATE OF SERVICE / DELIVERY
I certify that copies of this Inventory and Appraisement were sent to the recipients listed below. If C.R.S. § 15-12-706(3) applies, the Attorney General received a copy by delivery or mail within three months after appointment.
| Recipient | Capacity | Address | Method | Date Sent |
|---|---|---|---|---|
| [____________] | Interested person (requested) | [____________] | [____________] | [__/__/____] |
| [____________] | Interested person (requested) | [____________] | [____________] | [__/__/____] |
| Colorado Attorney General | If heirs/devisees unknown or none qualified | [CURRENT MAILING ADDRESS] | ☐ Mail ☐ Delivery | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
Colorado Attorney Reg. No.: [____________] (if applicable)
Additional schedule pages attached (if needed): [____]
SOURCES AND REFERENCES
- C.R.S. § 15-12-706 — Duty of personal representative — inventory and appraisement
- C.R.S. § 15-12-707 — Employment of appraisers
- Colorado Judicial Branch, optional JDF 941 (Decedent's Estate Inventory): https://www.coloradojudicial.gov/self-help-and-forms/self-help-forms/decedents-estate-inventory
About this template
- Last updated
- October 27, 2026
- Citations checked
- October 27, 2026
- Jurisdiction
- Colorado
- Category
- Estate Planning & Wills
Legal authority
- C.R.S. § 15-12-706 (Duty of personal representative — inventory and appraisement)
- C.R.S. § 15-12-707 (Employment of appraisers)
- C.R.S. § 15-12-708 (Supplementary inventory)
- C.R.S. § 15-10-201(10), (27) (Court; interested person)
- C.R.S. § 13-27-104 (effect of unsworn declaration)
- C.R.S. § 13-27-106 (unsworn declaration form)
- Colorado Judicial Department Form JDF 941 (Decedent's Estate Inventory)
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 27, 2026.
C.R.S. § 15-10-201(27) (checked October 27, 2026): ""Interested person" includes heirs, devisees, children, spouses, creditors, beneficiaries, trust directors, and any others having a property right in or claim against a trust estate or the estate of a decedent, ward, or protected person, which may be affected by the proceeding."
C.R.S. § 15-12-706(1) (checked October 27, 2026): "Within three months after his appointment, a personal representative who is not a successor to another representative who has previously discharged this duty shall prepare an inventory of property owned by the decedent and subject to disposition by will or intestate succession at the time of his 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."
C.R.S. § 15-12-706(2) (checked October 27, 2026): "The personal representative shall send a copy of the inventory to interested persons who request it, or he may file the original of the inventory with the court."
C.R.S. § 15-12-707 (checked October 27, 2026): "The personal representative may employ qualified and disinterested appraisers to assist him in ascertaining the fair market value as of the date of the decedent's death of any asset the value of which may be subject to reasonable doubt."
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