INSTRUCTIONS: CALIFORNIA INVENTORY AND APPRAISAL ATTACHMENT (Form DE-161/GC-041)

The document discussed in this article is filed alongside the California Inventory and Appraisal document contained on form DE-160/GC-040. This document is filed as part of a partial, final, corrected or supplemental inventory for an estate, or one conducted as part of a reappraisal for sale or to obtain a property tax certificate. When insufficient space is provided for documenting all parts of the estate inventory, the attachment discussed here can be used to provide further documentation. All these forms can be found on the website maintained by the California Judicial Branch.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 1: In the first blank box, enter the name of the decedent.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 2: In the second blank box, enter the case number.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 3: On the first blank line, enter the number of attachment.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 4: In the first column of the table provided, enter the number of each item.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 5: In the second column, enter a description of each item.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 6: In the third column, enter the appraised value of each item.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 7: You may complete as many pages of this document as necessary. At the top right hand corner of each page, enter the number out of the total pages this is on the first blank line line and the total number of pages on the second blank line.

California Inventory And Appraisal Attachment DE-161/GC-041 Step 8: When filing this form along with the Inventory and Appraisal contained on form DE-160/GC-040, you must have both a total appraisal conducted by a representative guardian or conservator and an appraisal conducted by a referee. When filing, you will require the signatures of the representative, guardian, conservator or small estate claimant, as well as the signature of the fiduciary or their attorney and the signature of the probate referee. Each attachment prepared and submitted should conform to the format approved by the Judicial Council. More information about this topic can be found at the bottom of the inventory and appraisal form.