Estate inventory, state by state

The inventory is usually the first document a court asks an executor for, due within the first few months. These are states whose courts name a specific inventory form, plus Arizona, where Maricopa County’s self-service center publishes one: what each form asks for, when it is due, and how to arrive with every number ready.

Type a state name, its abbreviation, or the form number, or tap one below.

Top of the sample Alaska accounting: the Superior Court caption and the property taken into the estate.

Alaska

P-370: what it asks for, and when it is due.
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Top of the sample Arizona Maricopa PBIPF53f style final accounting: the superior court caption and the account summary.

Arizona

PBIP46f: what it asks for, and when it is due.
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Top of the sample Arkansas Form 20 account: the court caption and the numbered charges to the accountant.

Arkansas

Form 17: what it asks for, and when it is due.
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Top of the sample Colorado JDF 942 style accounting: the court caption and the summary of receipts and expenditures.

Colorado

JDF 941SC: what it asks for, and when it is due.
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Top of the sample Connecticut PC-246 Financial Report: the court caption and the assets-and-income-received schedule.

Connecticut

PC-2407: what it asks for, and when it is due.
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Top of the sample Delaware inventory: the Register of Wills caption and Schedule A, sole real estate.

Delaware

N.C. 600RW: what it asks for, and when it is due.
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Top of the sample Kentucky AOC-846 Settlement of Estate: the case caption and the assets-and-investments table.

Kentucky

AOC-841: what it asks for, and when it is due.
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Top of the sample Maine DE-406 style probate account: the county caption and the opening balances.

Maine

DE-405: what it asks for, and when it is due.
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Top of the sample Maryland Administration Account: the court caption and the Summary of Transactions by schedule.

Maryland

RW1122/RW1123: what it asks for, and when it is due.
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Top of the sample Massachusetts MPC 853 style Account: the court caption and the summary of schedules.

Massachusetts

MPC 854: what it asks for, and when it is due.
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Top of the sample Michigan PC 584 style account: the probate court caption and the summary.

Michigan

PC 577: what it asks for, and when it is due.
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Top of the sample Montana accounting and statement to close: the district court caption, the title, and the opening panel on what the accounting prescribes.

Montana

Form 15.1: why it does not apply, and what Montana requires.
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Top of the sample New Hampshire NHJB-2117-Pe style accounting: the Probate Division caption and the account summary.

New Hampshire

NHJB-2125-Pe: what it asks for, and when it is due.
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Top of the sample North Carolina AOC-E-506 style account: the clerk's caption and the summary.

North Carolina

AOC-E-505: what it asks for, and when it is due.
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Top of the sample North Dakota closing statement: the district court caption, the title, and the statement's first numbered paragraphs.

North Dakota

Form 10: what it asks for, and when it is due.
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Top of the sample Ohio Form 13.0 style account: the probate court caption and the account-type lines.

Ohio

6.0: what it asks for, and when it is due.
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Top of the sample South Dakota circuit court caption, the title, and the declaration under penalty of perjury.

South Dakota

UJS-140: why it does not apply, and what South Dakota requires.
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Top of the sample Vermont Summary of Account for Estate: the probate division caption, the title, and the annual and final account checkboxes.

Vermont

700-00030: what it asks for, and when it is due.
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Top of the sample Virginia CC-1680 style account: the Commonwealth caption and the Account Summary.

Virginia

CC-1670: what it asks for, and when it is due.
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Top of the sample West Virginia appraisement: the county commission caption, the title, and Schedule A's two value columns.

West Virginia

ET 6.01: what it asks for, and when it is due.
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For a state not listed here, the full state guide covers what its courts expect and every deadline with its statute. To see a finished document instead, open the sample accountings.

Keeping the books for an estate?

Recording is free for as long as the estate takes: the ledger, the inventory, the distributions, and the deadlines for your state. Every document opens as a free preview with your own numbers. $149 (one-time payment) per estate lifts the watermark. Full refund within 14 days, and your records export free at any time.

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