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By: Scott Grossman on April 12th, 2018

Completing an Inventory and Appraisal: The Mechanics

As the personal representative of your loved one’s estate, you are responsible for submitting an inventory and appraisal. This inventory should include the assets of the decedent as of the date that he or she passed away. While the concept may be straightforward, there are several details to the actual mechanics of completing the inventory and appraisal form.

8 Steps for Completing an Inventory and Appraisal Form:

As you get ready to prepare an inventory for your loved one’s estate, it is important to seek guidance from an experienced attorney. He or she can help to ensure that you complete the form properly. The following are eight tips that will help you complete this form:

  1. Use the printed Inventory and Appraisal form and the Inventory and Appraisal attachment provided by the San Diego courts.
  2. Also, complete and sign the front side of the Inventory and Appraisal form.
  3. Furthermore, leave the line for “Total Appraisal by Referee” blank.
  4. Additionally, describe each of the estate’s assets on the attachment forms.
  5. Then list property that can be appraised by the personal representative on Attachment 1.
  6. List property that must be appraised by a probate referee on Attachment 2.
  7. Furthermore, be sure to describe and identify all of the assets on the inventory by including account numbers, legal descriptions, license numbers, and other identifying information.
  8. Ensure that each item of property listed on the inventory is delineated as either the separate property of the decedent or the decedent’s one-half interest as community property of the decedent and his living spouse.


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