Inventory And Appraisal
California · Judicial Council of California · Effective January 1, 2007
This form is used to tell the court what property belongs to an estate and to estimate the value of that property. It requires the person in charge of the estate to list and appraise the assets.
The court describes it as: Tells the court what property is owned by the estate and approximately how much it is worth.
Where this fits in a case
General & infoInformation / general use — not tied to one step of a case
This form is used in probate cases to create a detailed list and valuation of all the property belonging to the person who passed away.
Either party may file.
Official instructions
How-to guides published by the court for this form.
Common questions
- Who fills out this form?
- The representative, guardian, conservator, or small estate claimant fills out this form. It can also be completed by a probate referee.
- What does this form require?
- It requires listing and appraising all the estate's property, including money, bank accounts, and insurance proceeds.
- Are there different parts to this form?
- Yes, it has sections for the representative to appraise items and another section for a probate referee to appraise items.
Revision history
No changes recorded since we started tracking this form on October 9, 2026. The current version took effect January 1, 2007.
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