DE-160 - Inventory And Appraisal

Summary

Inventory And Appraisal

Text

Form ID: DE-160
Title: Inventory And Appraisal
Effective Date: 2007-01-01
Mandatory Form: yes
Info Page: https://selfhelp.courts.ca.gov/jcc-form/DE-160
Primary Download URL: https://www.courts.ca.gov/documents/de160.pdf
Form Detail Page:
Inventory And Appraisal
(DE-160)
Tells the court what property is owned by the estate and approximately how much it is worth.
Get form DE-160
Effective: January 1, 2007
Go to
How-to instructions for Probate
PDF Text:
1. Total appraisal by representative, guardian, or conservator (Attachment 1):
3.
DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT
Form Adopted for Mandatory Use 
Judicial Council of California 
DE-160/GC-040 [Rev. January 1, 2007]
Probate Code, §§ 2610-2616, 8800-8980; 
Cal. Rules of Court, rule 7.501 
www.courtinfo.ca.gov
INVENTORY AND APPRAISAL
Page 1 of 2
APPRAISALS
Attachments 1 and 2 together with all prior inventories filed contain a true statement of
SUPERIOR COURT OF CALIFORNIA, COUNTY OF
STREET ADDRESS:
MAILING ADDRESS:
BRANCH NAME:
CITY AND ZIP CODE:
ESTATE OF (Name):
DECEDENT CONSERVATEE MINOR
INVENTORY AND APPRAISAL
Partial No.:
Final
Supplemental
Corrected
Reappraisal for Sale
Property Tax Certificate
FOR COURT USE ONLY
CASE NUMBER:
Date of Death of Decedent or of Appointment of Guardian or 
Conservator:
DE-160/GC-040
all a portion of the estate that has come to my knowledge or possession, including particularly all money and all
just claims the estate has against me. I have truly, honestly, and impartially appraised to the best of my ability each item set forth in 
Attachment 1.
4.
No probate referee is required by order of the court dated (specify):
5. Property tax certificate. I certify that the requirements of Revenue and Taxation Code section 480
are not applicable because the decedent owned no real property in California at the time of death.a.
b. have been satisfied by the filing of a change of ownership statement with the county recorder or assessor of each county 
in California in which the decedent owned property at the time of death.
(SIGNATURE)
Date:
(TYPE OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER)
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
STATEMENT ABOUT THE BOND
(Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.)
6. Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency.
7. Bond filed
8. have been filed with the court for deposits in a blocked account at (specify 
in the amount of: $ Sufficient Insufficient
Receipts for: $
institution and location):
(SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY)
Date:
(TYPE OR PRINT NAME)
ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address):
TELEPHONE NO.: FAX NO. (Optional):
E-MAIL ADDRESS (Optional):
      ATTORNEY FOR (Name):
2. Total appraisal by referee (Attachment 2):
$  
$  
TOTAL:    $

DECLARATION OF PROBATE REFEREE
DE-160/GC-040 [Rev. January 1, 2007] INVENTORY AND APPRAISAL Page 2 of 2
DE-160/GC-040
ESTATE OF (Name):
DECEDENT CONSERVATEE MINOR
CASE NUMBER:
I have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 2.9.
10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is:
Statutory commission:       $
Expenses (specify):           $
                         TOTAL:    $
(SIGNATURE OF REFEREE)
Date:
(TYPE OR PRINT NAME)
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
INSTRUCTIONS
(See Probate Code sections 2610-2616, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additional instructions.)
1. See Probate Code section 8850 for items to be included in the inventory.
2. If the minor or conservatee is or has been during the guardianship or conservatorship confined in a state hospital under the 
jurisdiction of the State Department of Mental Health or the State Department of Developmental Services, mail a copy to the 
director of the appropriate department in Sacramento. (Prob. Code, § 2611.)
3.
The representative, guardian, conservator, or small estate claimant shall list on Attachment 1 and appraise as of 
the date of death of the decedent or the date of appointment of the guardian or conservator, at fair market value, 
moneys, currency, cash items, bank accounts and amounts on deposit with each financial institution (as defined in 
Probate Code section 40), and the proceeds of life and accident insurance policies and retirement plans payable 
upon death in lump sum amounts to the estate, except items whose fair market value is, in the opinion of the 
representative, an amount different from the ostensible value or specified amount.
4. The representative, guardian, conservator, or small estate claimant shall list in Attachment 2 all other assets of the
estate which shall be appraised by the referee.
5. If joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they 
must be separately listed on additional attachments and their value excluded from the total valuation of 
Attachments 1 and 2.
6. Each attachment should conform to the format approved by the Judicial Council. (See Inventory and Appraisal Attach- 
ment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.100—2.119.)

Retrieval chunks

• #1

  Form ID: DE-160 Title: Inventory And Appraisal Effective Date: 2007-01-01 Mandatory Form: yes Info Page: https://selfhelp.courts.ca.gov/jcc-form/DE-160 Primary Download URL: https://www.courts.ca.gov/documents/de160.pdf Form Detail Page: Inventory And Appraisal (DE-160) Tells the court what property is owned …

• #2

  6. Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency. 7. Bond filed 8. have been filed with the court for deposits in a blocked account at (specify in the amount of: $ Sufficient Insufficient Receipts for: $ institution and location): (SIGNATURE OF ATTORNEY OR PARTY WI…

• #3

  4. The representative, guardian, conservator, or small estate claimant shall list in Attachment 2 all other assets of the estate which shall be appraised by the referee. 5. If joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they must be separately listed …