Inventory and Appraisal Attachment (Judicial Council of California Form DE-161, GC-041) Completed Form Examples and Samples
View a clear, filled-out sample of the California Inventory and Appraisal Attachment (Form DE-161 / GC-041). This free example demonstrates how to correctly list assets such as real property, stocks, and bank accounts for probate and conservatorship cases, helping you complete the form accurately.
Inventory and Appraisal Attachment (DE-161, GC-041) Example – Probate Estate
How this form was filled:
This example shows how to complete the Inventory and Appraisal Attachment (Form DE-161/GC-041) for a California probate case. It illustrates the proper method for itemizing various assets of a decedent, such as real estate, stocks, bank accounts, and personal property, on separate attachment pages as required by the court.
Information used to fill out the document:
- Case Name: Estate of Sarah Miller
- Case Number: PR-2026-001234
- Form Type: Attachment to Inventory and Appraisal (Form DE-160/GC-040)
- Attachment 1 - Item 1 (Real Property): Real property located at 456 Oak Avenue, Sacramento, CA 95814. APN: 123-4567-890-0000. Legal Description: Lot 5 of Block 10, as shown on the map of 'Oakwood Subdivision,' recorded June 1, 1985, in Book 20 of Maps, Page 30, Sacramento County Records.
- Attachment 2 - Item 1 (Stocks): 100 shares of Apple Inc. (AAPL) common stock, CUSIP: 037833100. Held in brokerage account at Charles Schwab, Acct No. ...9876.
- Attachment 3 - Item 1 (Bank Account): Checking Account No. ...1234 at Bank of America, Sacramento, CA. Balance as of date of death, January 15, 2026.
- Attachment 4 - Item 1 (Personal Property): 2023 Toyota Camry, VIN: ...XYZ123.
- Total Number of Pages: 4
What this filled form sample shows:
- Correctly categorizes different types of assets onto separate attachment pages as required.
- Provides a legally sufficient description for real property, including the full address, Assessor's Parcel Number (APN), and legal description.
- Demonstrates how to list securities with essential identifiers like the company name, ticker symbol, and CUSIP number.
- Shows proper formatting for listing bank accounts and other cash assets for appraisal.
- Includes a clear example of itemizing tangible personal property, such as a vehicle with its VIN.
Form specifications and details:
| Use Case: | Listing assets of a decedent for a California probate estate inventory. |
| Form Name: | Inventory and Appraisal Attachment |
| Form Number: | DE-161, GC-041 |
| Jurisdiction: | Judicial Council of California |
| Purpose: | To provide a detailed, itemized list of estate assets to be appraised by a probate referee. |
| Filing Requirement: | Filed with the court as an attachment to the main Inventory and Appraisal form (DE-160/GC-040). |
Created: February 13, 2026 01:38 AM
