Oregon: Personal Property Memorandum Requirements

verified against the statute 2026-08-11 2 statute sources

The short answer

Yes. Except as otherwise provided in a valid will, Oregon permits a will to refer to a signed separate writing for household items, furniture, furnishings, and personal effects. The writing must describe the items and devisees with reasonable certainty; it excludes money, trade-or-business property, and items evidenced by title documents or certificates. It may be prepared or altered before or after the will, may be electronic, and need not be dated, but the statute states no priority rule for conflicting writings.

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This is the general rule in Oregon. Ask about your specific facts and see which parts of current Oregon law apply, with citations to the statutes.

Governing law and device recognizedYes; will-referenced statement or list under ORS 112.260, except as otherwise provided in a valid will
Will reference requiredYes; the testator's will must refer to the writing, including one to exist at death (§ 112.260(2)(a), (3))
Eligible property and exclusionsHousehold items, furniture, furnishings, and personal effects; excludes money, trade/business property, and title-documented items (§ 112.260(1))
Signature, handwriting, and dateMust be signed; handwriting is not an alternative and no date is required; writing includes an electronic record, document, or image (§ 112.260(2)(b), (5))
Item and devisee identificationHousehold items, furniture, furnishings, personal effects, and devisees described with reasonable certainty (§ 112.260(2)(c))
Timing before or after the willMay be prepared before or after the will and described as one to exist at death (§ 112.260(3))
Alteration, replacement, and conflict priorityMay be altered one or more times; no separate dating, alteration-signature, replacement, or conflict-priority rule stated (§ 112.260(4))
Probate use, effect, and failure consequenceAdmissible as evidence of intended disposition if conditions are met; no separate filing, delivery, lapse, savings, or priority procedure stated (§ 112.260(2))

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Requirements one by one

The device and will reference

ORS § 112.260 recognizes a separate statement or list, except as otherwise
provided in a valid will. The writing does not operate by itself. To be
admissible under the section, it must be referred to in the testator's will.

The will may refer to a writing that “is or will be in existence at the time of
the testator's death.” The testator therefore does not need to prepare the list
before signing the will, but the will must make the statutory connection to the
separate writing.

Eligible property and exclusions

Oregon uses a narrower property category than statutes covering all tangible
personal property. The writing may dispose of household items, furniture,
furnishings, and personal effects. Section 112.260(1) expressly excludes three
groups:

  • money;
  • property used in trade or business; and
  • items evidenced by documents or certificates of title.

The section states no per-item or total value ceiling. But an item still must
fit one of the four included categories and avoid every stated exclusion.

Signature and identification

The writing must be signed by the testator. Handwriting is not an alternative
to the signature, and § 112.260 states no date, witness, acknowledgment, or
notarization requirement for the writing.

The writing must describe the covered items and the devisees with reasonable
certainty. A label that leaves the item or intended recipient uncertain does
not meet the stated admissibility condition.

Timing, electronic form, and alterations

The writing may be prepared before or after execution of the will and need not
have significance apart from its effect on the will's dispositions. Oregon also
defines “writing” to include an electronic record, document, or image. That
expanded form does not remove the signature and identification conditions.

The testator may alter the writing one or more times after creating it. The
section states no separate date, signature-on-each-alteration, replacement, or
priority rule for inconsistent writings. ORS § 112.275 makes § 112.260 one of
the exclusive statutory routes by which a will may be altered.

What trips people up

Physical tangibility alone is not enough. A vehicle or boat may be tangible,
but an item evidenced by a document or certificate of title is expressly
outside § 112.260. The same is true for property used in a trade or business.

The statute permits alterations but does not say that the newest writing
automatically controls every conflict. A blanket “latest list wins” rule should
not be supplied from another state's statute. Clear identification of the
operative signed writing and its changes matters when more than one version
exists.

Common questions

Must the writing be dated or witnessed?

No date or witness condition appears in § 112.260. The writing must be signed
by the testator and must identify the covered items and devisees with reasonable
certainty.

Can the will refer to a list that will be prepared later?

Yes. Section 112.260(3) permits reference to a writing that is or will be in
existence at death, and the writing may be prepared before or after the will.

Can the writing be electronic?

The statutory definition includes an electronic record, document, or image.
The writing still must satisfy the signature, will-reference, property-scope,
and reasonable-certainty conditions.

Is there a separate probate filing deadline?

Section 112.260 makes a qualifying writing admissible as evidence of the
intended disposition but states no separate filing or delivery deadline. A
writing that misses the subsection (2) conditions is not admissible under this
section through the stated route.

Statutes and sources

  • Or. Rev. Stat. § 112.260 — device, will reference, eligible property,
    exclusions, signature, identification, timing, alterations, independent
    significance, electronic form, and admissibility. Oregon Legislature:
    https://www.oregonlegislature.gov/bills_laws/ors/ors112.html (accessed
    2026-08-11).
  • Or. Rev. Stat. § 112.275 — exclusive will revocation and alteration
    routes, including § 112.260. Same official chapter URL (accessed 2026-08-11).

Source links

Every statute quoted above, linked, with the date we checked it.

Or. Rev. Stat. § 112.260 · accessed 2026-08-11
Or. Rev. Stat. § 112.275 · accessed 2026-08-11
This page is general legal information about a will-referenced separate writing for tangible personal property, not legal, tax, valuation, title, firearms, marital-property, ownership, probate, or estate-planning advice about a particular will, writing, person, item, transfer, or estate. The device's availability and effect can depend on the will's exact reference, whether the will remains operative, the property's character and value, the writing's handwriting, signature placement and date, identification of items and recipients, later changes, competing writings, capacity, ownership, and post-death filing or proof. A writing that works in one state may fail in another, and it does not replace required title or transfer procedures. Verified against the cited official sources on the date shown; obtain prompt advice from a licensed estate-planning or probate attorney before preparing, changing, relying on, or administering a personal property memorandum.

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