STATE OF SOUTH CAROLINA
)
IN THE PROBATE COURT
)
COUNTY OF GREENVILLE
)
INVENTORY AND APPRAISEMENT
)
ORIGINAL
)
SUPPLEMENTARY, AMENDED OR CORRECTED #____
)
(
must restate the unchanged information from the original Inventory)
IN THE MATTER OF:
)
)
CASE NUMBER: ________________
(Decedent)
)
______________________________________________________________________________________________________
File the original Inventory and Appraisement with the Probate Court within ninety (90) days following the fiduciary
appointment. A copy shall be sent to each interested person who has demanded it. A Proof of Delivery must be filed with the Court.
The gross fair market value of all probate assets, regardless of location (whether in this state or elsewhere), should be listed as of the
date of death. Continue on additional sheets if necessary. A Supplementary, Amended, or Corrected Inventory should be utilized for
correcting, adjusting or adding to an original inventory, and must restate the unchanged information from the original Inventory. A
qualified and disinterested appraiser may be employed to ascertain the value of any asset. If an appraiser is employed, his/her name
and address must be indicated with the item(s) he/she appraised.
RECAPITULATION
Non-Probate
Probate
(OPTIONAL)
Schedule A - Real Estate ...................................................................................................... …………….……. $__________________
Schedule B - Stocks and Bonds ............................................................................................ …………….……. $__________________
Schedule C - Notes Due Decedent and Cash ....................................................................... …………….……. $__________________
Schedule D - Insurance on Decedent’s Life - Part 1 - Payable to Estate .............................. …………….……. $__________________
Part 2 - Payable to Beneficiary ..................... $ ____________
Schedule E - Jointly Owned Property .................................................................................... $ ____________
Schedule F - Other Miscellaneous Assets Payable to Estate ................................................ …………….……. $__________________
Schedule G - Transfers During Decedent’s Life .................................................................... $ ____________ $__________________
Schedule H - Powers of Appointment .................................................................................... $ ____________ $__________________
Schedule I - Annuities and Retirement Accounts ................................................................ $ ____________ $__________________
TOTAL GROSS VALUE OF PROBATE ESTATE ................................................................ ………………….. $__________________
ENCUMBRANCES............................................................................................................. …………………..
(_________________)
TOTAL NET WORTH OF PROBATE ESTATE / PROBATE ESTATE VALUE .................... ………………….. $__________________
The undersigned, being sworn, states: That the following schedules contain a complete and accurate inventory and appraisement of all
probate real and personal property of this estate so far as the undersigned is informed; that he/she has estimated and/or appraised all
listed property at its fair market value, according to the best of his/her knowledge and ability.
Personal Representative
SWORN to before me this ________day of
Signature:
_______________________________________________
_____________________________, 20_____
Print Name:
_______________________________________________
Address:
_______________________________________________
__________________________________
_______________________________________________
Notary Public for South Carolina
Telephone (Work):
_______________________________________________
My Commission Expires: ______________
(Home):
_______________________________________________
(Cell):
_______________________________________________
Email:
_______________________________________________
Attorney: ____________________________
Address: ____________________________
___________________________________
Telephone: __________________________
Email: ______________________________
Page 1 of 4
FORM #350ES-LF (1/2016)
62-2-805, 62-3-704, 62-3-706, 62-3-707, 62-3-708, 62-3-1203, 62-3-1204