Form DE-160/GC-040, Inventory and Appraisal (Declaration of Representative/Guardian/Conservator or Small Estate Claimant and Declaration of Probate Referee) Completed Form Examples and Samples
View a detailed, filled-out example of California Judicial Council Form DE-160/GC-040, Inventory and Appraisal. This sample guides you through completing the form for a decedent's estate, conservatorship, or guardianship, including the representative's declaration and asset attachments.
Form DE-160/GC-040 Example – Decedent's Estate Inventory and Appraisal
How this form was filled:
This sample demonstrates how to complete the Inventory and Appraisal (Form DE-160/GC-040) for a decedent's estate in California. It shows the declaration of the personal representative, the itemization of assets on Attachments 1 and 2, and the subsequent declaration by the appointed probate referee.
Information used to fill out the document:
- Attorney Name: Susan Davis, Esq.
- Attorney for: John Smith, Petitioner
- Court: SUPERIOR COURT OF CALIFORNIA, COUNTY OF ANYCOUNTY
- Case Name: ESTATE OF JANE SMITH, Decedent
- Case Number: 26PR01234
- Filing Type: Decedent's Estate
- Appraisal Type: Final
- Date of Death: October 15, 2025
- Personal Representative: John Smith
- Probate Referee: Robert Brown
- Attachment 1 Total Value: $15,250.00
- Attachment 2 Total Value: $750,500.00
- Total Inventory Value: $765,750.00
- Representative Signature Date: February 10, 2026
- Referee Signature Date: February 25, 2026
- Assets on Attachment 1: Bank of America Checking Account (...1234), U.S. Savings Bonds
- Assets on Attachment 2: Single-family residence at 456 Oak Avenue, Anytown, CA 90210; 100 shares of XYZ Corp. common stock
What this filled form sample shows:
- Correctly identifies the case type as a decedent's estate and indicates a Final inventory.
- Properly separates assets between Attachment 1 (appraised by the representative, e.g., cash accounts) and Attachment 2 (appraised by the probate referee, e.g., real property).
- Includes a completed Declaration of Representative with a signature and date.
- Shows a completed Declaration of Probate Referee, which is filled out after the referee completes their appraisal.
- Demonstrates the calculation of the total estate value by combining the values from both attachments.
Form specifications and details:
| Form Number: | DE-160/GC-040 |
| Form Name: | Inventory and Appraisal |
| Use Case: | Probate of a decedent's estate |
| Jurisdiction: | California |
Created: February 13, 2026 01:34 AM
