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, Inventory and Appraisal (Declaration of Representative/Guardian/Conservator or Small Estate Claimant and Declaration of Probate Referee) has a basic Form Complexity Index of 38/100 — Instafill’s AI completes it in under a minute.
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A completed example of Form DE-160/GC-040 for a decedent's estate, showing the inventory and appraisal declarations.

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
Categories: estate forms, ATO forms, probate forms, representative forms, small estate forms, VA claim forms
Created: February 13, 2026 01:34 AM
A completed example of Form DE-160/GC-040 for a decedent's estate, showing the inventory and appraisal declarations.