Inventory and Appraisement of the Estate (District of Columbia)

Before you use this: Check whether the estate is supervised, whether a supervised filing waiver applies, and whether the Probate Division directs use of its current Inventory Summary and Inventory Schedule.

INVENTORY AND APPRAISEMENT OF THE ESTATE

Administration No.: [____________________________________] Type: ☐ Supervised ☐ Unsupervised

1. PERSONAL REPRESENTATIVE

2. DECEDENT

Each item below states its fair market value on the date of the decedent's death, as required by D.C. Code § 20-711(a).

3. DUTY AND DEADLINE

Under D.C. Code § 20-711(a), subject to the successor-representative rule in § 20-715, the personal representative shall, within three (3) months of appointment, prepare a verified inventory of property owned by the decedent at death. Describe each item in reasonable detail and state its date-of-death fair market value and the type and amount of any encumbrance. Include real property; tangible personal property other than the listed clothing, family food, pictures, and Bibles; corporate stocks; debts owed to the decedent, including bonds and notes; bank and similar accounts and money; debts owed to the decedent by the representative; and other interests passing by will or intestacy.

• Date appointed: [__/__/____]
• Inventory due (3 months later): [__/__/____]

Filing path:
☐ Supervised (§ 20-711(b)): File the verified inventory with the Court unless filing is waived under § 20-731. Certify that, within the previous 15 days, a copy of the inventory and notice of the stated filing date were mailed or delivered to all interested persons. A supervised successor may instead file a written consent to a prior representative's inventory under § 20-715.
☐ Unsupervised (§ 20-713.01): Within 3 months after appointment, mail or deliver the inventory to each interested person. Filing the verified original with the Court is optional. This duty does not apply to a special administrator or a successor whose predecessor already discharged it.

For an unsupervised estate, later discovered property or an erroneous or misleading value or description requires a supplementary inventory or appraisement. File the supplement if the original was filed, and mail or deliver copies to interested persons (§ 20-713.01(d)).

4. APPRAISAL METHOD

Supervised administration (§ 20-712): Each inventoried item's date-of-death fair market value is determined by an appraisal. The representative may personally appraise debts, bank accounts, cash, and exchange-traded or regularly priced over-the-counter stocks listed in § 20-712(a); other items require a standing or special appraiser. Each appraisal is verified by its appraiser, and any outside appraiser's name and address appear with the item appraised. If filing was initially excused and later required, § 20-712(d) excuses appraisals unless the Court orders otherwise for good cause.

Unsupervised administration (§ 20-713.01(c)): The representative may use a standing appraiser or a qualified, disinterested appraiser for an asset whose value is reasonably in doubt. Identify the appraiser's name and address with each item appraised.

☐ No outside appraiser was used. ☐ One or more appraisers were used (identified in the Schedules and § 7).

SCHEDULE A — REAL PROPERTY

SCHEDULE B — TANGIBLE PERSONAL PROPERTY

SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS

SCHEDULE D — SECURITIES & BUSINESS INTERESTS

SCHEDULE E — DEBTS OWED TO DECEDENT / OTHER ASSETS

RECAPITULATION / SUMMARY

5. VERIFICATION OF PERSONAL REPRESENTATIVE

I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the personal representative of the Estate of [DECEDENT FULL LEGAL NAME], solemnly declare and affirm under penalty of law that I have read the foregoing inventory and appraisement, that it is a true and complete inventory of all property owned by the decedent at the time of death so far as I am informed, and that the values stated are the fair market values of the property on the date of the decedent's death.

Executed on [__/__/____] at [CITY], [STATE].

Signature: ______________________________________

Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME], Personal Representative

6. APPRAISER'S VERIFICATION (supervised administration — D.C. Code § 20-712(b))

I solemnly declare and affirm under penalty of law that I have impartially valued the property identified below to the best of my skill and judgment. Each supervised appraisal must describe and value its items in columnar form and be verified by its appraiser. In unsupervised administration, identify any appraiser used with the applicable item under § 20-713.01(c).

Appraiser Signature: ______________________________________ Date: [__/__/____]

7. CERTIFICATE OF FILING / MAILING TO INTERESTED PERSONS

☐ Supervised administration (§ 20-711(b)): I certify that, within the 15 days before filing, a copy of this inventory and notice that it will be filed on or before [__/__/____] were mailed or delivered to every interested person identified below.

☐ Unsupervised administration (§ 20-713.01(a)-(b)): I certify that, within 3 months after appointment, this inventory was mailed or delivered to every interested person identified below. ☐ The verified original was also filed with the Court (optional).

Date inventory filed with Probate Division, if filed: [__/__/____].

Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
D.C. Bar No.: [____________] (if applicable)

ATTACHMENTS CHECKLIST

☐ Probate Division Inventory Summary and Inventory Schedule, if required for this filing
☐ Schedules A–E (asset detail)
☐ Verified appraisal(s) required for supervised administration (§ 20-712)
☐ Deeds / Square-Suffix-Lot (SSL) for DC real property (Schedule A)
☐ Date-of-death account statements (Schedule C)
☐ Certificate of mailing/delivery to interested persons (applicable path in § 7)
☐ Copy of Letters of Administration / order of appointment

SOURCES AND REFERENCES

• D.C. Code § 20-711 — Inventory; general
• D.C. Code § 20-712 — Inventory; appraisal
• D.C. Code § 20-713.01 — Inventory and account in unsupervised administration
• D.C. Code § 20-715 — Supervised successor inventory or written consent
• D.C. Code § 20-731 — Supervised inventory filing waiver
• Superior Court of the District of Columbia, Probate Division — Inventory Summary and Inventory Schedule: https://www.dccourts.gov/sites/default/files/pdf-forms/large-estates/InventorySummaryandInventorySchedule-ADM.pdf