Inventory, Appraisement, And List Of Claims

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Inventory, Appraisement, And List Of Claims is a commonly used form within Texas. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Inventory, Appraisement, And List Of Claims

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Inventory, Appraisement, And List Of Claims:

• This form pertains to the State of Texas

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Texas’s Form Inventory, Appraisement, And List Of Claims up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Texas form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Texas probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Inventory, Appraisement, And List Of Claims, take a break, and then review. Probate and estate settlement processes in TX are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form Inventory, Appraisement, And List Of Claims online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Inventory, Appraisement, And List Of Claims to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Texas.

5 reasons you should submit this form as quickly as possible:

1. The sooner you begin, the faster Texas can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Texas. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Texas is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Texas probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Texas probate clerk or court for exact answers regarding Form Inventory, Appraisement, And List Of Claims, and when in doubt— consult a qualified trust & estates lawyer for that area.

Inventory, Appraisement, And List Of Claims is one of the many probate court forms available for download through Atticus.

It may also be available through some Texas probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Texas.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Inventory, Appraisement, And List Of Claims f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Texas probate court office.

Inventory, Appraisement, And List Of Claims is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Texas-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Texas Form Inventory, Appraisement, And List Of Claims. You can use this to get an idea of the context of the form and what type of information is needed.

No. ________________ IN THE ESTATE OF ) ) IN THE _____________ COURT FOR ) ______________ COUNTY, TEXAS ____________________________, ) DECEASED ) Inventory, Appraisement, and List of Claims Date of Death: _________________ The following is a full, true, and complete inventory and appraisement of all real property located in Texas and all personal property regardless of where located, together with a list of claims due and owing to this estate as of the date of death, that have come to the possession or knowledge of the undersigned. ______________________________________________________________________ Inventory and Appraisement Real Property (See Schedule A) $____________ Stocks and Bonds (See Schedule B) $____________ Mortgages, Notes, and Cash (See Schedule C) $____________ Insurance Payable to Estate (See Schedule D) $____________ Jointly Owned Property (See Schedule E) $____________ Miscellaneous Property (See Schedule F) $____________ Annuities (See Schedule I) $____________ Total $____________ SCHEDULE A – REAL PROPERTY Only real property located in Texas is included on the inventory. A timeshare estate is real property. A timeshare use is not. A timeshare use should be listed among Miscellaneous Property, even if located in another state or country. Item # Legal Description Community or Separate Property Value Community Property: $_______________________ Separate Property: $_______________________ TOTAL VALUE OF SCHEDULE A: $_________________________ SCHEDULE B – STOCKS AND BONDS Item # Description Community or Separate Property Value Community Property: $_______________________ Separate Property: $_______________________ TOTAL VALUE OF SCHEDULE B: $_________________________ SCHEDULE C – MORTGAGES, NOTES, AND CASH Item # Description Community or Separate Property Value Community Property: $_______________________ Separate Property: $_______________________ TOTAL VALUE OF SCHEDULE C: $_________________________ SCHEDULE D – INSURANCE PAYABLE TO THE ESTATE Item # Description Community or Separate Property Value Community Property: $_______________________ Separate Property: $_______________________ TOTAL VALUE OF SCHEDULE D: $_________________________ SCHEDULE E – JOINTLY OWNED PROPERTY Item # Description Community or Separate Property Value Community Property: $_______________________ Separate Property: $_______________________ TOTAL VALUE OF SCHEDULE E: $_________________________ SCHEDULE F – MISCELLANOEOUS PROPERTY Item # Description Community or Separate Property Value Community Property: $_______________________ Separate Property: $_______________________ TOTAL VALUE OF SCHEDULE F: $_________________________ SCHEDULE I – ANNUTIES Item # Description Community or Separate Property Value Community Property: $_______________________ Separate Property: $_______________________ TOTAL VALUE OF SCHEDULE I: $_________________________ LIST OF CLAIMS Item # Description Value TOTAL CLAIMS: $ _______________________ The foregoing Inventory, Appraisement, and List of Claims should be approved and ordered entered of record. Respectfully submitted, _________________________________ SIGNATURE Printed name:______________________ Address: __________________________ Phone: ____________________________ Email: ____________________________ STATE OF TEXAS ) ) COUNTY OF ______ ) I, _________________, having been duly sworn, hereby state on my oath that the foregoing Inventory, Appraisement, and List of Claims is a true and complete statement of all the property and claims of the estate that have come to my knowledge. ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Signature SUBSCRIBED AND SWORN TO BEFORE ME by _____________ on _____________. ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ ________________________________________________________________________________ Notary Public, State of Texas Order The foregoing Inventory, Appraisement, and List of Claims of the above estate having been filed and presented, and the Court having considered and examined the same and being satisfied that it should be approved, and there having been no objections made thereto, it is in all respects APPROVED and ORDERED entered of record. SIGNED on ___________________________. ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ _____________________________________________________________________________ Judge Presiding