2025 Session Last amended: 1986 session

§ 524.3-706 — Duty of Personal Representative; Inventory and Appraisement

Plain-Language Summary

The personal representative must prepare and file or mail an inventory of the property the decedent owned at death, listing each item in reasonable detail with its fair market value as of the date of death and any encumbrance on it. The inventory is due within six months after the representative is appointed or nine months after the decedent's death, whichever is later. A copy must be sent to the surviving spouse, to all residuary distributees, and to any interested person or creditor who requests one.

Practical Notes
If you are appointed personal representative, calendar the filing deadline early: the inventory is due within six months of your appointment or nine months after the death, whichever falls later. For each asset (real estate, accounts, vehicles, personal property) record a reasonable description, its fair market value on the date of death, and any debts or liens against it. Send copies to the surviving spouse and the residuary beneficiaries, and respond to copy requests from interested persons or creditors. A special administrator, or a successor representative when the prior one already filed, does not have to repeat this duty.