Estate Inventory and Appraisal (Ohio)

IMPORTANT: THIS IS A PREPARATION GUIDE — NOT THE OFFICIAL COURT FORM

Ohio requires the use of the Supreme Court of Ohio standard probate form Form 6.0
(Inventory and Appraisal) together with Form 6.1 (Schedule of Assets) for the estate
inventory. This template provides the substantive legal content to help you organize and
value estate assets — but you must transfer your content to the official forms before
filing. The standard probate forms are available at
https://www.supremecourt.ohio.gov/forms/all-forms/probate/5 and many counties publish a
local version (e.g., Cuyahoga County Form 6.0 / 6.1). Related forms include Form 6.2 (Waiver
of Notice of Hearing on Inventory) and Form 6.3 (Notice of Hearing on Inventory).
Do not file this document directly with the court in place of Forms 6.0 / 6.1.

INVENTORY AND APPRAISAL OF THE ESTATE

PROBATE COURT OF [COUNTY] COUNTY, OHIO

1. CAPTION AND CASE INFORMATION

2. FIDUCIARY INFORMATION

3. DECEDENT INFORMATION

4. STATEMENT OF DUTY AND FILING DEADLINE

Pursuant to Ohio Rev. Code § 2115.02, the fiduciary shall file with the probate court an inventory of the decedent's real property and tangible and intangible personal property to be administered that has come into the fiduciary's possession or knowledge, within three (3) months after the date of appointment. The contents of the inventory are governed by R.C. § 2115.09, and each item is valued as of the date of death.

☐ This inventory is filed within three months after appointment.
☐ The court has granted additional time to [__/__/____].

Notice to surviving spouse (Ohio Rev. Code § 2115.04). Notice of the time and place of taking the inventory must be served on the surviving spouse not less than five (5) days before the inventory is taken.
☐ Notice served on surviving spouse on [__/__/____]. ☐ Notice waived by surviving spouse. ☐ No surviving spouse.

Hearing on inventory (Ohio Rev. Code § 2115.16). The probate court sets the inventory for hearing and approval; exceptions may be filed by interested persons within the time set by the court.
☐ Hearing date: [__/__/____]. ☐ Notice of hearing waived (Form 6.2).

5. APPRAISAL METHOD AND APPRAISER DESIGNATION (Ohio Rev. Code § 2115.06)

Under Ohio Rev. Code § 2115.06, the real and personal property comprised in the inventory — unless appraisement has been dispensed with by court order — shall be appraised by one suitable disinterested person appointed by the fiduciary, subject to the approval of the court and sworn to a faithful discharge of the trust. The fiduciary, subject to court approval, may appoint separate appraisers for property located in another county and separate appraisers for each asset.

In lieu of appointing an appraiser for real property, the fiduciary may accept the valuation of the real property by the county auditor. The fiduciary determines the value of assets whose values are readily ascertainable and that were not appraised by the appraiser. The appraiser's fee is determined by the fiduciary subject to the approval of the probate judge and may be charged against the estate.

SCHEDULE OF ASSETS (FORM 6.1)

SCHEDULE A — REAL PROPERTY (recapitulated as "Real property")

Schedule A Subtotal: $[________________]

SCHEDULE B — TANGIBLE PERSONAL PROPERTY (recapitulated as "Tangible personal property")

Schedule B Subtotal: $[________________]

SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS (recapitulated as "Intangible personal property")

Schedule C Subtotal: $[________________]

SCHEDULE D — SECURITIES & BUSINESS INTERESTS (recapitulated as "Intangible personal property")

Schedule D Subtotal: $[________________]

SCHEDULE E — OTHER ASSETS (recapitulated as "Intangible personal property")

Schedule E Subtotal: $[________________]

6. RECAPITULATION / SUMMARY (FORM 6.0)

7. FIDUCIARY'S CERTIFICATION

To the knowledge of the fiduciary, the attached Schedule of Assets (Form 6.1) in the decedent's estate is complete. The fiduciary determined the value of those assets whose values were readily ascertainable and which were not appraised by the appraiser, and certifies that such values are correct.

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

Fiduciary Signature: ______________________________________

Printed Name: [FIDUCIARY FULL LEGAL NAME]

8. APPRAISER'S CERTIFICATE (Ohio Rev. Code § 2115.06)

The undersigned appraiser agreed to act as appraiser of the decedent's estate and to appraise the property exhibited truly, honestly, impartially, and to the best of the appraiser's knowledge and ability. The appraiser further says that those assets whose values were not readily ascertainable are indicated on the attached schedule by a check in the "Appraised" column opposite each such item, and that such values are correct.

Appraiser Signature: ______________________________________
Printed Name: [APPRAISER NAME]
Address / Telephone / Email: [________________________________] Date: [__/__/____]

9. CERTIFICATE OF SERVICE / FILING

The original inventory and appraisal (Forms 6.0 and 6.1) is filed with the probate court. Notice of the taking of the inventory was served on the surviving spouse (or waived) per R.C. § 2115.04, and notice of the hearing on the inventory was given or waived per R.C. § 2115.16.

Signature: ______________________________________
Printed Name: [FIDUCIARY / ATTORNEY NAME]
Ohio Attorney Registration No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]

ATTACHMENTS CHECKLIST

☐ Standard Probate Form 6.0 (Inventory and Appraisal)
☐ Standard Probate Form 6.1 (Schedule of Assets) — "Appraised" column marked for appraiser-valued items
☐ Form 6.2 (Waiver of Notice of Hearing on Inventory) and/or Form 6.3 (Notice of Hearing on Inventory), as applicable
☐ County auditor valuation for real property, if accepted in lieu of appraisal (R.C. § 2115.06)
☐ Proof of service of notice to surviving spouse (R.C. § 2115.04) or waiver
☐ Date-of-death account statements (Schedules C, D)
☐ Amended / supplemental inventory for after-discovered property or corrected values

SOURCES AND REFERENCES

• Ohio Rev. Code § 2115.02 — Inventory filed within three months of appointment.
• Ohio Rev. Code § 2115.06 — Appraisers; one suitable disinterested person; county auditor valuation in lieu of appraisal of real property; appraiser compensation.
• Ohio Rev. Code § 2115.09 — Contents of the inventory.
• Ohio Rev. Code § 2115.04 — Notice of taking inventory to surviving spouse (not less than five days).
• Ohio Rev. Code § 2115.16 — Hearing on inventory; exceptions.
• Ohio Rev. Code § 2106.18 — Automobiles transferred to surviving spouse.
• Supreme Court of Ohio Standard Probate Forms 6.0 / 6.1 / 6.2 / 6.3: https://www.supremecourt.ohio.gov/forms/all-forms/probate/5