About This Worksheet
Create a comprehensive inventory of estate assets including real property, accounts, vehicles, and personal property.
This worksheet helps you organize and calculate the key information for estate inventory worksheet. Fill in each section carefully. Use the calculation areas to verify your numbers before transferring them to the official form.
How to Complete This Worksheet
- Print this worksheet or use it on screen.
- Complete each section in order.
- Use a calculator for all math. Do not estimate.
- Double-check every calculation before moving to the next section.
- Transfer final figures to your official form when complete.
- Keep this worksheet with your records.
Estate Inventory Worksheet Calculations
Enter your figures for estate inventory worksheet below. Pull numbers from official documents, not estimates.
Estate Inventory Worksheet
| A. | Current assessed value of your property | $ ________ |
| B. | Your estimated fair market value based on comparable sales | $ ________ |
| C. | Difference between assessed and estimated value (A minus B) | $ ________ |
| D. | Current tax rate (mills or percentage) | % ________ |
| E. | Tax you are currently paying (A x D) | $ ________ |
| F. | Tax you should be paying (B x D) | $ ________ |
| G. | Annual tax savings if appeal is successful (E minus F) | $ ________ |
| H. | Cost of appraisal (if getting one) | $ ________ |
| I. | Appeal filing fee | $ ________ |
| J. | Net savings first year (G minus H minus I) | $ ________ |
Your Information
Enter your details as they appear on your official documents.
As it appears on your government ID.
Today's date, MM/DD/YYYY.
From prior estate inventory worksheet filings. Write N/A if none.
Additional Notes
Record any other information relevant to your estate inventory worksheet calculations.
Verification
Before transferring figures to your official form, confirm:
- All figures are accurate and match your source documents.
- All calculations have been double-checked with a calculator.
- Names and dates match your official identification.
- Information is consistent with requirements for estate inventory worksheet.