Inventory and Appraisement of the Estate (District of Columbia)

IMPORTANT: THIS IS A PREPARATION GUIDE — USE WITH THE PROBATE DIVISION FORM

District of Columbia decedents' estates are administered in the Superior Court of the
District of Columbia, Probate Division (Office of the Register of Wills). The verified
inventory required by D.C. Code § 20-711 is prepared within 3 months of appointment.
In supervised administration the inventory is filed with the Court with a certificate
of mailing to interested persons (§ 20-711(b)); in unsupervised administration it is sent
to interested persons and may be filed (§ 20-713.01). This template supplies the
substantive content; transfer it onto the Probate Division's current inventory form before
filing. Forms: https://www.dccourts.gov/superior-court/probate-division.

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), the personal representative shall, within three (3) months of appointment, prepare a verified inventory of property owned by the decedent at the time of death. The inventory shall list each item of property, describe each item in reasonable detail, indicate the fair market value of each item on the date of death, and indicate the type and amount of any encumbrance. The inventory shall include: (1) real property; (2) tangible personal property (excluding wearing apparel other than furs and jewelry, food for the family, family pictures, and family Bibles); (3) corporate stocks; (4) debts owed to the decedent, including bonds and notes; (5) bank accounts, building association shares, savings and loan accounts, and money; (6) debts owed to the decedent by the personal representative; and (7) any other interest in property passing by will or intestate succession.

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

Filing path:
☐ Supervised (§ 20-711(b)): File the verified inventory with the Court, with a certificate that, within the previous 15 days, a copy was mailed or delivered to all interested persons with notice of the filing date.
☐ Unsupervised (§ 20-713.01): Send the inventory to interested persons; it may also be filed with the Court.

4. APPRAISAL METHOD

Under D.C. Code § 20-712, the personal representative may employ a qualified and disinterested appraiser to ascertain the fair market value of any asset whose value is subject to reasonable doubt; the appraiser's name and address shall be indicated on the inventory with the item(s) appraised. The personal representative may personally determine the value of cash and items not subject to reasonable doubt.

☐ 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], declare under penalty of perjury under the laws of the District of Columbia 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 CERTIFICATE (if appraiser employed — D.C. Code § 20-712)

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

7. CERTIFICATE OF FILING / MAILING TO INTERESTED PERSONS

I certify that, within the previous 15 days, a copy of this Inventory and Appraisement was mailed or delivered to all interested persons (D.C. Code § 20-711(b) for supervised administration; § 20-713.01 for unsupervised administration), with notice of the filing date:

☐ Original filed with the Probate Division on [__/__/____] (supervised) / ☐ Filed (optional, unsupervised).

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

ATTACHMENTS CHECKLIST

☐ Probate Division Inventory form / cover sheet — completed
☐ Schedules A–E (asset detail)
☐ Appraisal report(s), if any (§ 20-712)
☐ Deeds / Square-Suffix-Lot (SSL) for DC real property (Schedule A)
☐ Date-of-death account statements (Schedule C)
☐ Certificate of mailing to interested persons (§ 20-711(b))
☐ 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
• Superior Court of the District of Columbia, Probate Division — Inventory and Accounting Guide: https://www.dccourts.gov/superior-court/probate-division