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Here is the text we could read:

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address):

DE-160/GC-040

FOR COURT USE ONLY

FAX NO. (Optional):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF
STREET ADDRESS:

TELEPHONE NO.:

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name):

MAILING ADDRESS:

CITY AND ZIP CODE:

BRANCH NAME:

ESTATE OF (Name):

DECEDENT

CONSERVATEE

MINOR

INVENTORY AND APPRAISAL

CASE NUMBER:

Date of Death of Decedent or of Appointment of Guardian or
Conservator:

Partial No.:
Final
Supplemental

Corrected
Reappraisal for Sale
Property Tax Certificate

APPRAISALS

1. Total appraisal by representative, guardian, or conservator (Attachment 1):

2. Total appraisal by referee (Attachment 2):

TOTAL: $

DECLARATION OF REPRESENTATIVE, GUARDIAN, CONSERVATOR, OR SMALL ESTATE CLAIMANT

Attachments 1 and 2 together with all prior inventories filed contain a true statement of

all

a portion

of the estate that has come to my knowledge or possession, including particularly all money and all

just claims the estate has against me. I have truly, honestly, and impartially appraised to the best of my ability each item set forth in
Attachment 1.

No probate referee is required

by order of the court dated (specify):

5. Property tax certificate. I certify that the requirements of Revenue and Taxation Code section 480

a.
b.

are not applicable because the decedent owned no real property in California at the time of death.
have been satisfied by the filing of a change of ownership statement with the county recorder or assessor of each county
in California in which the decedent owned property at the time of death.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:

6.
7.

Date:

(TYPE OR PRINT NAME; INCLUDE TITLE IF CORPORATE OFFICER)

(SIGNATURE)

STATEMENT ABOUT THE BOND
(Complete in all cases. Must be signed by attorney for fiduciary, or by fiduciary without an attorney.)

Bond is waived, or the sole fiduciary is a corporate fiduciary or an exempt government agency.
Bond filed
Receipts for: $
institution and location):

Sufficient
have been filed with the court for deposits in a blocked account at (specify

in the amount of: $

Insufficient

(TYPE OR PRINT NAME)

(SIGNATURE OF ATTORNEY OR PARTY WITHOUT ATTORNEY)

Form Adopted for Mandatory Use
Judicial Council of California
DE-160/GC-040 [Rev. January 1, 2007]

INVENTORY AND APPRAISAL

Page 1 of 2

Probate Code, §§ 2610-2616, 8800-8980;
Cal. Rules of Court, rule 7.501
www.courtinfo.ca.gov

ESTATE OF (Name):

CASE NUMBER:

DE-160/GC-040

DECEDENT

CONSERVATEE

MINOR

DECLARATION OF PROBATE REFEREE

I have truly, honestly, and impartially appraised to the best of my ability each item set forth in Attachment 2.

9.
10. A true account of my commission and expenses actually and necessarily incurred pursuant to my appointment is:

Statutory commission: $
Expenses (specify): $
TOTAL: $

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:

(TYPE OR PRINT NAME)

(SIGNATURE OF REFEREE)

(See Probate Code sections 2610-2616, 8801, 8804, 8852, 8905, 8960, 8961, and 8963 for additional instructions.)

INSTRUCTIONS

1. See Probate Code section 8850 for items to be included in the inventory.

If the minor or conservatee is or has been during the guardianship or conservatorship confined in a state hospital under the
jurisdiction of the State Department of Mental Health or the State Department of Developmental Services, mail a copy to the
director of the appropriate department in Sacramento. (Prob. Code, § 2611.)

3. The representative, guardian, conservator, or small estate claimant shall list on Attachment 1 and appraise as of
the date of death of the decedent or the date of appointment of the guardian or conservator, at fair market value,
moneys, currency, cash items, bank accounts and amounts on deposit with each financial institution (as defined in
Probate Code section 40), and the proceeds of life and accident insurance policies and retirement plans payable
upon death in lump sum amounts to the estate, except items whose fair market value is, in the opinion of the
representative, an amount different from the ostensible value or specified amount.

4. The representative, guardian, conservator, or small estate claimant shall list in Attachment 2 all other assets of the

estate which shall be appraised by the referee.

If joint tenancy and other assets are listed for appraisal purposes only and not as part of the probate estate, they
must be separately listed on additional attachments and their value excluded from the total valuation of
Attachments 1 and 2.

6. Each attachment should conform to the format approved by the Judicial Council. (See Inventory and Appraisal Attach-

ment (form DE-161/GC-041) and Cal. Rules of Court, rules 2.100—2.119.)

DE-160/GC-040 [Rev. January 1, 2007]

INVENTORY AND APPRAISAL

Page 2 of 2

Inventory And Appraisal

This info page is part of the LIT Lab's Form Explorer project. It is not associated with the California state courts. To learn more about the project, check out our about page.

Downloads: You can download both the original form (last checked 2023-03) and the machine-processed form with normalized data fields.

About This Form:

Sourced from selfhelp.courts.ca.gov (2023-03)
Page(s): 2
Fields(s): 56
Average fields per page: 28
Reading Level: Grade 8
LIST Grouping(s): ES-00-00-00-00, ES-02-00-00-00.

Use our Rate My PDF tool to learn more. Go beyond the above insights and learn more about this or any pdf form at RateMyPDF.com, includes: counts of difficult words used, passive voice decetion, and suggestions for how to make the form more usable.

Identified Data Fields:

We have done our best to automaticly identify and name form fields according to our naming conventions. When possible, we've used names tied to our question library. See e.g., user1_name. If we think we've found a match to a question in our library, it is highlighted in green. Novel names are auto generated. So, you will probably need to edit some of them if you're trying to stick to the convention.

Here are the fields we could identify.

e_page_caption_court_info_county was DE-160[0].Page1[0].P1Caption[0].CourtInfo[0].CrtCounty[0] (0.55 conf)
e_page_caption_court_info_street was DE-160[0].Page1[0].P1Caption[0].CourtInfo[0].CrtStreet[0] (0.38 conf)
e_page_caption_court_info_add was DE-160[0].Page1[0].P1Caption[0].CourtInfo[0].CrtMailingAdd[0] (0.45 conf)
e_page_caption_court_info_branch was DE-160[0].Page1[0].P1Caption[0].CourtInfo[0].CrtBranch[0] (0.38 conf)
e_page_caption_court_info_city was DE-160[0].Page1[0].P1Caption[0].CourtInfo[0].CrtCityZip[0] (0.41 conf)
e_page_caption_title_party_name__1 was DE-160[0].Page1[0].P1Caption[0].TitlePartyName[0].Party1[0] (0.37 conf)
page_p_title_party_name__1 was DE-160[0].Page1[0].P1Caption[0].TitlePartyName[0].#area[0].petitioner_cb1[0] (0.37 conf)
page_p_title_party_name__2 was DE-160[0].Page1[0].P1Caption[0].TitlePartyName[0].#area[0].petitioner_cb1[1] (0.37 conf)
page_p_title_party_name__3 was DE-160[0].Page1[0].P1Caption[0].TitlePartyName[0].#area[0].petitioner_cb1[2] (0.37 conf)
page_p_caption_form_title was DE-160[0].Page1[0].P1Caption[0].FormTitle[0].Checkbox[0] (0.40 conf)
page_caption_form_title_text_field was DE-160[0].Page1[0].P1Caption[0].FormTitle[0].TextField[0] (0.37 conf)
page_form_title_area_check_box__1 was DE-160[0].Page1[0].P1Caption[0].FormTitle[0].#area[0].CheckBoxCaption[0] (0.43 conf)
page_form_title_area_check_box__2 was DE-160[0].Page1[0].P1Caption[0].FormTitle[0].#area[1].CheckBoxCaption[1] (0.43 conf)
page_form_title_area_check_box__3 was DE-160[0].Page1[0].P1Caption[0].FormTitle[0].#area[2].CheckBoxCaption[2] (0.43 conf)
page_form_title_area_check_box__4 was DE-160[0].Page1[0].P1Caption[0].FormTitle[0].#area[3].CheckBoxCaption[3] (0.43 conf)
page_form_title_area_check_box__5 was DE-160[0].Page1[0].P1Caption[0].FormTitle[0].#area[4].CheckBoxCaption[4] (0.43 conf)
e_page_p_caption_case_number was DE-160[0].Page1[0].P1Caption[0].CaseNumber[0].CaseNumber[0] (0.34 conf)
page_p_case_number_text_field was DE-160[0].Page1[0].P1Caption[0].CaseNumber[0].TextField[0] (0.36 conf)
e_page_p_area_check_box__1 was DE-160[0].Page1[0].P1Caption[0].#area[0].CheckBoxCaption[0] (0.46 conf)
e_page_p_area_check_box__2 was DE-160[0].Page1[0].P1Caption[0].#area[0].#area[1].CheckBoxCaption[1] (0.46 conf)
e_page_p_area_check_box__3 was DE-160[0].Page1[0].P1Caption[0].#area[2].CheckBoxCaption[2] (0.46 conf)
e_page_p_area_check_box__4 was DE-160[0].Page1[0].P1Caption[0].#area[2].#area[3].CheckBoxCaption[3] (0.46 conf)
e_page_p_caption_text_field__1 was DE-160[0].Page1[0].P1Caption[0].TextField6[0] (0.37 conf)
e_page_p_area_check_box__5 was DE-160[0].Page1[0].P1Caption[0].#area[4].CheckBoxCaption[4] (0.46 conf)
e_page_p_area_check_box__6 was DE-160[0].Page1[0].P1Caption[0].#area[5].CheckBox19[0] (0.36 conf)
e_page_p_caption_area_date__1 was DE-160[0].Page1[0].P1Caption[0].#area[6].Date[0] (0.39 conf)
page_p_caption_area_print_name__1 was DE-160[0].Page1[0].P1Caption[0].#area[6].PrintName[0] (0.37 conf)
e_page_p_area_check_box__7 was DE-160[0].Page1[0].P1Caption[0].#area[7].CheckBoxCaption[5] (0.46 conf)
e_page_p_area_check_box__8 was DE-160[0].Page1[0].P1Caption[0].#area[8].CheckBoxCaption[6] (0.46 conf)
e_page_p_caption_decimal_field__1 was DE-160[0].Page1[0].P1Caption[0].DecimalField8[0] (0.38 conf)
e_page_p_caption_area_petitioner__1 was DE-160[0].Page1[0].P1Caption[0].#area[9].petitioner_cb[0] (0.36 conf)
e_page_p_caption_area_petitioner__2 was DE-160[0].Page1[0].P1Caption[0].#area[10].petitioner_cb[1] (0.36 conf)
e_page_p_area_check_box__9 was DE-160[0].Page1[0].P1Caption[0].#area[11].CheckBoxCaption[7] (0.46 conf)
e_page_p_caption_decimal_field__2 was DE-160[0].Page1[0].P1Caption[0].DecimalField7[0] (0.38 conf)
e_page_p_caption_text_field__2 was DE-160[0].Page1[0].P1Caption[0].TextField6[1] (0.37 conf)
e_page_p_caption_area_date__2 was DE-160[0].Page1[0].P1Caption[0].#area[12].Date[1] (0.39 conf)
page_p_caption_area_print_name__2 was DE-160[0].Page1[0].P1Caption[0].#area[12].PrintName[1] (0.37 conf)
e_page_p_caption_atty_party_info_text_field was DE-160[0].Page1[0].P1Caption[0].AttyPartyInfo[0].TextField1[0] (0.35 conf)
e_page_p_caption_atty_party_info_phone was DE-160[0].Page1[0].P1Caption[0].AttyPartyInfo[0].Phone[0] (0.41 conf)
e_page_p_caption_atty_party_info_fax was DE-160[0].Page1[0].P1Caption[0].AttyPartyInfo[0].Fax[0] (0.41 conf)
e_page_p_caption_atty_party_info_email__1 was DE-160[0].Page1[0].P1Caption[0].AttyPartyInfo[0].Email[0] (0.41 conf)
e_page_p_caption_atty_party_info_email__2 was DE-160[0].Page1[0].P1Caption[0].AttyPartyInfo[0].Email[1] (0.41 conf)
e_page_decimal_field__1 was DE-160[0].Page1[0].DecimalField3[0] (0.32 conf)
e_page_decimal_field__2 was DE-160[0].Page1[0].DecimalField2[0] (0.32 conf)
e_page_decimal_field__3 was DE-160[0].Page1[0].DecimalField1[0] (0.32 conf)
e_page_text_field was DE-160[0].Page1[0].TextField6[0] (0.33 conf)
e_page_caption_title_party_name__2 was DE-160[0].Page2[0].PxCaption[0].TitlePartyName[0].Party1[0] (0.33 conf)
e_px_caption_party_name__1 was DE-160[0].Page2[0].PxCaption[0].TitlePartyName[0].#area[0].petitioner_cb1[0] (0.32 conf)
e_px_caption_party_name__2 was DE-160[0].Page2[0].PxCaption[0].TitlePartyName[0].#area[0].petitioner_cb1[1] (0.32 conf)
e_px_caption_party_name__3 was DE-160[0].Page2[0].PxCaption[0].TitlePartyName[0].#area[0].petitioner_cb1[2] (0.32 conf)
e_page_px_caption_case_number was DE-160[0].Page2[0].PxCaption[0].CaseNumber[0].CaseNumber[0] (0.35 conf)
e_page_decimal_field__4 was DE-160[0].Page2[0].DecimalField6[0] (0.32 conf)
e_page_decimal_field__5 was DE-160[0].Page2[0].DecimalField5[0] (0.32 conf)
e_page_decimal_field__6 was DE-160[0].Page2[0].DecimalField4[0] (0.32 conf)
e_page_area_date was DE-160[0].Page2[0].#area[0].Date[0] (0.30 conf)
e_page_area_print_name was DE-160[0].Page2[0].#area[0].PrintName[0] (0.30 conf)

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The Legal Innovation & Technology Lab's Form Explorer Beta @ Suffolk Law School Last updated 2023-04-02

Inventory And Appraisal

About This Form:

Identified Data Fields:

Create an Interactive Version of this Form:

The Legal Innovation & Technology Lab's Form Explorer ^Beta @ Suffolk Law School Last updated 2023-04-02