INVENTORY AND APPRAISAL OF ESTATE

COURT INFORMATION

State of: [________________________________]

County of: [________________________________]

Court: [☐ Probate Court ☐ Surrogate's Court ☐ Superior Court ☐ Circuit Court]

Case Number: [________________________________]

IN THE MATTER OF THE ESTATE OF:

Decedent's Full Legal Name: [________________________________]

Also Known As: [________________________________]

DECEASED

FILING INFORMATION

Type of Inventory:

☐ Initial Inventory
☐ Supplemental/Amended Inventory
☐ Final Inventory

Date of Decedent's Death: [__/__/____]

Date of Appointment as Personal Representative: [__/__/____]

Inventory Filing Deadline: [__/__/____]

[// GUIDANCE: UPC requires filing within 3 months; California = 4 months; Texas = 90 days; New York = 6 months]

PERSONAL REPRESENTATIVE INFORMATION

Name: [________________________________]

Address:
[________________________________]
[________________________________]

Telephone: [(___)___-____]

Email: [________________________________]

VALUATION DATE

All assets are valued as of the DATE OF DEATH: [__/__/____]

[// GUIDANCE: Federal estate tax purposes use date of death value; alternate valuation date (6 months) available for Form 706 if elected]

SCHEDULE A: REAL PROPERTY

[// GUIDANCE: Include all real property owned solely by decedent or as tenant in common. Exclude joint tenancy property that passes outside probate.]

Appraiser for Real Property:
Name: [________________________________]
License/Certification: [________________________________]
Date of Appraisal: [__/__/____]

SCHEDULE A TOTAL: $[________________________________]

SCHEDULE B: STOCKS AND BONDS

[// GUIDANCE: Value publicly traded securities at mean between high and low on date of death. Closely held stock requires professional valuation.]

Bonds:

SCHEDULE B TOTAL: $[________________________________]

SCHEDULE C: MORTGAGES, NOTES, AND CASH DUE DECEDENT

[// GUIDANCE: Include debts owed TO the decedent, not BY the decedent]

SCHEDULE C TOTAL: $[________________________________]

SCHEDULE D: INSURANCE ON DECEDENT'S LIFE

[// GUIDANCE: Include only if payable to the ESTATE. Life insurance payable to named beneficiaries is non-probate.]

SCHEDULE D TOTAL: $[________________________________]

SCHEDULE E: JOINTLY OWNED PROPERTY

[// GUIDANCE: Report decedent's fractional interest; survivorship property typically non-probate but may be reported for informational purposes]

SCHEDULE E TOTAL (Decedent's Interest Only): $[________________________________]

SCHEDULE F: OTHER MISCELLANEOUS PROPERTY

F-1: Bank Accounts and Cash

Bank Accounts Subtotal: $[____________]

F-2: Vehicles

Vehicles Subtotal: $[____________]

F-3: Household Furniture and Personal Effects

Household/Personal Effects Subtotal: $[____________]

F-4: Jewelry, Art, and Collectibles

Jewelry/Art/Collectibles Subtotal: $[____________]

F-5: Business Interests

Business Interests Subtotal: $[____________]

F-6: Retirement Accounts (Payable to Estate)

[// GUIDANCE: Only include if payable to estate; accounts with named beneficiaries are non-probate]

Retirement Accounts Subtotal: $[____________]

F-7: Intellectual Property and Royalties

Intellectual Property Subtotal: $[____________]

F-8: Digital Assets

Digital Assets Subtotal: $[____________]

F-9: Miscellaneous

Miscellaneous Subtotal: $[____________]

SCHEDULE F TOTAL: $[________________________________]

SUMMARY OF ESTATE VALUES

NON-PROBATE ASSETS (For Information Only)

[// GUIDANCE: These assets pass outside probate but may be relevant for tax purposes]

Total Non-Probate Assets: $[____________]

Total Estate (Probate + Non-Probate): $[____________]

APPRAISAL CERTIFICATION

Court-Appointed Appraiser/Probate Referee (if applicable)

I, [APPRAISER NAME], having been duly appointed by the Court to appraise the property of this estate, do hereby certify that I have appraised all items marked with an asterisk (*) or designated to be appraised by me, and that the values shown are the fair market values as of the date of death.

Appraiser Name: [________________________________]
License/Appointment Number: [________________________________]
Signature: _________________________________
Date: [__/__/____]

Personal Representative Certification

I, [PERSONAL REPRESENTATIVE NAME], the [Executor/Administrator/Personal Representative] of this Estate, hereby certify that:

1. This inventory contains a complete and accurate list of all the property of the estate that has come to my knowledge.

2. The values of items not appraised by a court-appointed appraiser are the fair market values as of the date of the decedent's death to the best of my knowledge and belief.

3. I have made diligent efforts to discover all assets of the estate.

I declare under penalty of perjury under the laws of the State of [STATE] that the foregoing is true and correct.

Signature: _________________________________
Printed Name: [________________________________]
Date: [__/__/____]

ATTACHMENTS

☐ Appraisal reports for real property
☐ Business valuation reports
☐ Jewelry/art appraisals
☐ Vehicle valuation documentation
☐ Bank/brokerage statements (date of death values)
☐ Life insurance Form 712
☐ Stock certificates/bond documentation
☐ Other: [________________________________]

STATE-SPECIFIC NOTES

[// GUIDANCE: Common variations by jurisdiction]

California: Use Judicial Council Forms DE-160, DE-161; Probate Referee required for most assets
Texas: Sworn inventory filed under Estates Code; independent appraisals may be required
Florida: Inventory filed within 60 days of Letters
New York: Inventory not routinely filed; schedule submitted with estate tax return
Illinois: Inventory filed within 60 days
Pennsylvania: Formal inventory filed with first account

END OF INVENTORY AND APPRAISAL