I have to file an "Affidavit/Declaration for Collection of Decedent's Deposit Account(s)" form with Bank of America here in California. My mother passed away on 5/31/12 and left behind a checking account, savings account, and Certificate of Deposit with BofA. My name was already on the checking and savings accounts, but not on the CD. I am asked to certify whether or not the "estate
of the decedent includes real property in this state (other than real property held in joint tenancy or otherwise excluded in determining the value of the decedent's estate under California Probate
Code Section 13050). An inventory and appraisement of such real property is attached in accordance with California Probate Code Section 13103."
My name was already on the deeds of two properties (her house in Oakland, CA, and my house in San Leandro, CA) that my mother and I shared joint tenancy. However, she owned a plot of land in Willits, CA (County of Mendocino) where only her name is XXXXX XXXXX deed. A recent Secured Roll Correction from that county recently appraised the land at $6000.
For the BofA form, do I have to file an "inventory and appraisal" for the Willits land? If so, would a copy of either the Secured Roll Correction or recent Tax Bill suffice? Or, must I include another form of documentation?