Estate Inventory and Appraisement (Georgia)

INVENTORY AND APPRAISEMENT OF THE ESTATE

IN THE PROBATE COURT OF [COUNTY] COUNTY, STATE OF GEORGIA

1. PERSONAL REPRESENTATIVE INFORMATION

2. DECEDENT INFORMATION

3. DUTY AND FILING DEADLINE

Pursuant to O.C.G.A. § 53-7-30, unless otherwise provided by will or relieved under O.C.G.A. § 53-7-32 or § 53-7-33, the personal representative must prepare an inventory of all of the property of the decedent, file the inventory with the probate court, and deliver a copy by first-class mail to the beneficiaries of a testate estate or the heirs of an intestate estate within six (6) months after qualification of the personal representative. The time for filing may be extended by the probate court for good cause shown.

4. APPRAISAL METHOD

The personal representative has determined the fair market value of estate property as of the date of death stated above. Cash, bank deposits, and items of readily ascertainable value were valued by the personal representative. For any asset the value of which is subject to reasonable doubt, the personal representative may appoint one or more appraisers pursuant to O.C.G.A. § 53-7-31.

☐ No appraiser was required.
☐ Appraiser(s) were appointed for the asset(s) noted in the schedules below (see Appraiser's Certificate, Section 11).

SCHEDULE A — REAL PROPERTY

Schedule A Subtotal: $[________________]

SCHEDULE B — TANGIBLE PERSONAL PROPERTY

Schedule B Subtotal: $[________________]

SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS

Schedule C Subtotal: $[________________]

SCHEDULE D — SECURITIES & BUSINESS INTERESTS

Schedule D Subtotal: $[________________]

SCHEDULE E — OTHER ASSETS

Schedule E Subtotal: $[________________]

RECAPITULATION / SUMMARY

5. VERIFICATION

I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the personal representative of the Estate of [DECEDENT FULL LEGAL NAME], being duly sworn, state that the foregoing inventory contains a true statement of all the property of the decedent within my knowledge, that the appraised values are true to the best of my knowledge and belief, and that this inventory has been or will be mailed to all beneficiaries or heirs entitled to receive it as required by O.C.G.A. § 53-7-30.

The following beneficiary/heir has waived the right to receive the inventory (O.C.G.A. § 53-7-32): [NAME OR "None"].

I verify the foregoing under penalty of perjury in the same manner as a petition filed in the probate court.

Personal Representative Signature: ______________________________________

Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]

Date: [__/__/____]

Sworn to and subscribed before me this [____] day of [MONTH], [YEAR].

______________________________________
☐ Notary Public ☐ Clerk / Deputy Clerk, Probate Court
My commission expires: [__/__/____]

6. APPRAISER'S CERTIFICATE (if appraiser appointed under § 53-7-31)

I, [APPRAISER FULL NAME], certify that I am a qualified and disinterested appraiser, that I appraised the asset(s) identified below at their fair market value as of the date of the decedent's death, and that the values stated are true and correct to the best of my knowledge and belief.

Appraiser Signature: ______________________________________
Printed Name / Address: [________________________________]
Date: [__/__/____]

7. CERTIFICATE OF SERVICE / FILING

I certify that on [__/__/____] I filed the foregoing Inventory and Appraisement with the Probate Court of [COUNTY] County, Georgia, and delivered a copy by first-class mail to each beneficiary (testate) or heir (intestate) entitled to receive it under O.C.G.A. § 53-7-30, within six (6) months after my qualification, addressed as follows:

Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
Georgia Bar No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]

ATTACHMENTS CHECKLIST

☐ Certified copy of Letters Testamentary / Letters of Administration
☐ Real property deeds / tax assessor records / parcel IDs (Schedule A)
☐ Vehicle titles and valuation sources (Schedule B)
☐ Bank / financial account statements as of date of death (Schedule C)
☐ Brokerage statements / stock certificates / business records (Schedule D)
☐ Supporting documentation for other assets (Schedule E)
☐ Appraisal report(s) and Appraiser's Certificate (if applicable)
☐ Written waivers of inventory from heirs/beneficiaries (O.C.G.A. § 53-7-32), if any
☐ Proof of mailing to beneficiaries/heirs

SOURCES AND REFERENCES

• O.C.G.A. § 53-7-30 — Inventory: filing, contents, six-month deadline, mailing to beneficiaries/heirs.
• O.C.G.A. § 53-7-31 — Appraisers; appraisal of property.
• O.C.G.A. § 53-7-32 — Waiver of right to receive and relief from duty to make inventory.
• O.C.G.A. § 53-7-33 — Relief by will provision.
• Council of Probate Court Judges of Georgia, Standard Forms (GPCSF): https://gaprobate.gov/standard-forms/ (no decedent-estate inventory form; confirm local filing format with the county probate court).