Inventory

What goes on the Inventory?

An inventory contains all of the estate's assets and liabilities valued at the date of death (for estates) or date of qualification of the conservator (for conservatorships). The gross estate fee, for a deceased estate, will be calculated from the inventory form. 

How do I calculate the gross estate fee from the Inventory form?  

All you need to do is present the inventory to the Probate Court and a staff member will calculate the fee for you. You will receive an Inventory Fee Calculation Sheet listing total amount owed.

Do I have to file an Inventory or just show it?  

The filing of an inventory is required for supervised estates or conservatorships. It must be shown to the Court on unsupervised estates, but it does not need to be filed.  If the Personal Representative wishes the inventory to be returned, he/she must provide a prepaid self addressed return envelope along with a request for the return on the inventory.