Inventory and Appraisal (Judicial Council of California) (Form DE-160/GC-040) Instructions
This form contains 60 fields organized into 18 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Appraisal Values | ||
| Total Appraisal by Representative | Number |
Enter the total appraisal value by the representative, guardian, or conservator, as detailed in Attachment 1.
|
| Total Appraisal by Referee | Number |
Enter the total appraisal value by the referee, as detailed in Attachment 2.
|
| Total Appraisal Sum | Number |
Enter the total sum of all appraisals.
|
| Attorney or Party Information | ||
| Attorney or Party Information | Text |
Provide the name, State Bar number, and address for the attorney or party without an attorney.
|
| Telephone Number | Text |
Enter the telephone number of the attorney or party.
|
| Fax Number (Optional) | Text |
Provide the optional fax number of the attorney or party.
|
| Email Address (Optional) | Text |
Enter the optional email address of the attorney or party.
|
| Attorney For Name | Text |
State the name of the party for whom the attorney is acting.
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| Bond Statement Signature | ||
| Bond Statement Date | Date |
Enter the date the bond statement is signed.
|
| Bond Statement Signer Printed Name | Text |
Enter the typed or printed name and title of the corporate officer signing the bond statement.
|
| Case Information | ||
| Case Number | Text |
Enter the case number for this legal proceeding.
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| Date of Death or Appointment | Date |
Enter the date of death of the decedent or the date of appointment of the guardian or conservator.
|
| Case Number | ||
| Case Number | Text |
Enter the case number for this form.
|
| Commission and Expenses | ||
| Statutory Commission | Number |
Enter the amount of the statutory commission.
|
| Expenses | Number |
Enter the amount of the expenses incurred.
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| Total Commission and Expenses | Number |
Enter the total amount of commission and expenses.
|
| Court Information | ||
| County | Text |
Enter the name of the county for the Superior Court of California.
|
| Street Address | Text |
Enter the street address of the court.
|
| Mailing Address | Text |
Enter the mailing address of the court.
|
| Branch Name | Text |
Enter the specific branch name of the court.
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| City and Zip Code | Text |
Enter the city and zip code of the court.
|
| Declaration Signature | ||
| Declaration Date | Date |
Enter the date of the declaration.
|
| Declarant Printed Name and Title | Text |
Enter the printed name and title of the person making the declaration.
|
| Declaration Statement | ||
| All Estate | Checkbox |
Check this box if the attached inventories, along with all prior inventories, constitute a true statement of the entirety of the estate.
|
| A Portion of Estate | Checkbox |
Check this box if the attached inventories, along with all prior inventories, constitute a true statement of only a portion of the estate.
|
| Number of Attachments/Inventories in Statement | Text |
Enter the number of attachments and prior inventories that together form a true statement of the estate.
|
| Estate Information | ||
| Estate Name | Text |
Enter the full name of the estate.
|
| Decedent | Checkbox |
Check this box if the estate information pertains to a deceased person.
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| Conservatee | Checkbox |
Check this box if the estate information pertains to a conservatee.
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| Minor | Checkbox |
Check this box if the estate information pertains to a minor.
|
| Estate Name | ||
| Estate Name | Text |
Enter the full name of the estate.
|
| Estate Type | ||
| Decedent Estate Type | Checkbox |
Check this box if the estate type is for a decedent.
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| Conservatee Estate Type | Checkbox |
Check this box if the estate type is for a conservatee.
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| Minor Estate Type | Checkbox |
Check this box if the estate type is for a minor.
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| General | ||
| Print this form | Button | |
| Save this form | Button | |
| Clear this form | Button | |
| For your protection and privacy, please press the Clear This Form button after you have printed the form | Button | |
| Inventory and Appraisal Type | ||
| Partial No. | Checkbox |
Check this box if the inventory and appraisal is a partial filing, indicating that not all assets are included in this appraisal.
|
| Partial Inventory Number | Text |
Enter the partial inventory number.
|
| Final | Checkbox |
Check this box if this is the final inventory and appraisal for the estate.
|
| Supplemental | Checkbox |
Check this box if this inventory and appraisal is an addition to a previously filed one.
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| Corrected | Checkbox |
Check this box if this inventory and appraisal is a corrected version of a previously filed one.
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| Reappraisal for Sale | Checkbox |
Check this box if this inventory and appraisal is specifically for the purpose of reappraising assets prior to their sale.
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| Property Tax Certificate | Checkbox |
Check this box if this inventory and appraisal is being submitted as a property tax certificate.
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| Probate Referee Requirement | ||
| No probate referee is required | Checkbox |
Check this box if no probate referee is required for the inventory and appraisal.
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| By order of the court dated | Checkbox |
Check this box if no probate referee is required specifically by an order of the court, and then specify the date of that order.
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| Probate Referee Requirement Date | Date |
Enter the date of the court order specifying that no probate referee is required.
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| Property Tax Certificate Certification | ||
| Property Tax Certificate a. Not Applicable | Checkbox |
Check this box if the property tax certificate requirements are not applicable because the decedent owned no real property in California at the time of death.
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| Property Tax Certificate b. Requirements Satisfied | Checkbox |
Check this box if the property tax certificate requirements have been satisfied by filing a change of ownership statement with the county recorder or assessor for each county in California where the decedent owned property at the time of death.
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| Referee Declaration | ||
| Declaration Date | Date |
Enter the date of the declaration.
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| Referee's Printed Name | Text |
Enter the typed or printed name of the referee.
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| Statement About The Bond | ||
| 6. Bond Waived or Sole Fiduciary Is Corporate/Exempt | Checkbox |
Check this box if the bond is waived, or if the sole fiduciary is a corporate fiduciary or an exempt government agency.
|
| 7. Bond Filed In Amount | Checkbox |
Check this box if a bond has been filed and specify the amount in the adjacent field.
|
| Bond Amount | Number |
Enter the monetary amount of the bond filed.
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| 7. Bond Amount Sufficient | Checkbox |
Check this box if the filed bond amount is sufficient.
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| 7. Bond Amount Insufficient | Checkbox |
Check this box if the filed bond amount is insufficient.
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| 8. Receipts For Deposits Filed | Checkbox |
Check this box if receipts for deposits have been filed with the court for a blocked account and specify the institution and location.
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| Receipts Amount | Number |
Enter the monetary amount for which receipts have been filed.
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| Blocked Account Institution and Location | Text |
Provide the name and location of the institution where deposits for the blocked account have been filed.
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