Estate Inventory and Appraisement (Hawaii)
INVENTORY AND APPRAISEMENT OF THE ESTATE
IN THE CIRCUIT COURT OF THE [ORDINAL] CIRCUIT, STATE OF HAWAII
| Party | Role |
|---|---|
| IN THE MATTER OF THE ESTATE OF [DECEDENT FULL LEGAL NAME], | Deceased |
| Case No.: [____________________] |
Date of death: [__/__/____]
Aggregate gross value of valued probate assets: $[________________]
Personal representative's signature (required on first page if filed): ______________________________
1. PERSONAL REPRESENTATIVE INFORMATION
| Field | Detail |
|---|---|
| Name of Personal Representative | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Personal Representative ☐ Co-Personal Representative |
| Type of Proceeding | ☐ Informal ☐ Formal ☐ Supervised |
| Mailing Address | [STREET ADDRESS], [CITY], Hawaii [ZIP CODE] |
| Telephone | [________________________________] |
| [________________________________] | |
| Date of Appointment | [__/__/____] |
2. DECEDENT INFORMATION
| Field | Detail |
|---|---|
| Full Legal Name | [DECEDENT FULL LEGAL NAME] |
| Also Known As | [AKA(s), if any] |
| Date of Death (valuation date) | [__/__/____] |
| Circuit / County of Domicile at Death | [COUNTY] County, Hawaii |
| Last Residence Address | [STREET ADDRESS], [CITY], Hawaii [ZIP CODE] |
| Testate or Intestate | ☐ Testate (Will dated [__/__/____]) ☐ Intestate |
3. DUTY AND FILING DEADLINE
Pursuant to HRS § 560:3-706, within three (3) months after appointment, a personal representative who is not a special administrator or a successor to a representative who has previously discharged this duty must prepare and file or mail an inventory of property owned by the decedent at the time of death, listing it with reasonable detail, and indicating for each item its fair market value as of the date of the decedent's death and the type and amount of any encumbrance. The personal representative shall send a copy of the inventory to interested persons who request it and may file the original with the court.
| Item | Detail |
|---|---|
| Date of appointment | [__/__/____] |
| Inventory due (3 months after appointment) | [__/__/____] |
| Inventory record | Prepared on [__/__/____]; ☐ original filed with the court ☐ copies mailed to interested persons who requested them ☐ no copy requested as of [__/__/____] |
4. APPRAISAL METHOD
The personal representative has listed each item at its fair market value as of the date of death. Pursuant to HRS § 560:3-707, the personal representative may employ a qualified and disinterested appraiser to ascertain the fair market value of any asset whose value may be subject to reasonable doubt; different persons may be employed to appraise different kinds of assets, and the name and address of any appraiser must be indicated on the inventory with the item(s) appraised.
☐ No appraiser was employed.
☐ Appraiser(s) were employed for the asset(s) identified in Section 6.
SCHEDULE A — REAL PROPERTY
| No. | Description / Address & TMK | Ownership / % Interest | Encumbrance (type & amount) | Fair Market Value (Date of Death) |
|---|---|---|---|---|
| A-1 | [________________________________] | [____________] | [________________] | $[________________] |
| A-2 | [________________________________] | [____________] | [________________] | $[________________] |
| A-3 | [________________________________] | [____________] | [________________] | $[________________] |
Schedule A Subtotal: $[________________]
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| No. | Description (vehicles, furniture, jewelry, collectibles, etc.) | Location | Encumbrance (type & amount, or none) | Fair Market Value (Date of Death) |
|---|---|---|---|---|
| B-1 | [________________________________] | [____________] | [________________] | $[________________] |
| B-2 | [________________________________] | [____________] | [________________] | $[________________] |
| B-3 | [________________________________] | [____________] | [________________] | $[________________] |
Schedule B Subtotal: $[________________]
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| No. | Institution & Account Type | Account No. (last 4) | Encumbrance (type & amount, or none) | Balance / Value (Date of Death) |
|---|---|---|---|---|
| C-1 | [________________________________] | XXXX-[____] | [________________] | $[________________] |
| C-2 | [________________________________] | XXXX-[____] | [________________] | $[________________] |
| C-3 | [________________________________] | XXXX-[____] | [________________] | $[________________] |
Schedule C Subtotal: $[________________]
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| No. | Description (stocks, bonds, mutual funds, LLC/partnership interests) | No. of Shares / % Interest | Encumbrance (type & amount, or none) | Fair Market Value (Date of Death) |
|---|---|---|---|---|
| D-1 | [________________________________] | [____________] | [________________] | $[________________] |
| D-2 | [________________________________] | [____________] | [________________] | $[________________] |
| D-3 | [________________________________] | [____________] | [________________] | $[________________] |
Schedule D Subtotal: $[________________]
SCHEDULE E — OTHER ASSETS
| No. | Description (notes receivable, judgments, causes of action, intellectual property, refunds, etc.) | Encumbrance (type & amount, or none) | Fair Market Value (Date of Death) |
|---|---|---|---|
| E-1 | [________________________________] | [________________] | $[________________] |
| E-2 | [________________________________] | [________________] | $[________________] |
| E-3 | [________________________________] | [________________] | $[________________] |
Schedule E Subtotal: $[________________]
RECAPITULATION / SUMMARY
| Schedule | Asset Category | Total Value |
|---|---|---|
| A | Real Property | $[________________] |
| B | Tangible Personal Property | $[________________] |
| C | Cash, Bank & Financial Accounts | $[________________] |
| D | Securities & Business Interests | $[________________] |
| E | Other Assets | $[________________] |
| TOTAL APPRAISED VALUE OF ESTATE | $[________________] |
5. VERIFICATION
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], certify that I am the personal representative of the Estate of [DECEDENT FULL LEGAL NAME]; that I have read the foregoing Inventory and Appraisement; and that the property listed and the fair market values stated as of the date of death are true and correct to the best of my knowledge, information, and belief.
Executed on [__/__/____] at [CITY], Hawaii.
Personal Representative Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
6. APPRAISER IDENTIFICATION (if an appraiser was employed under § 560:3-707)
Identify each qualified, disinterested appraiser by name and address with the inventory item appraised. If this inventory is filed, also show the appraisal date as required by HPR Rule 60.
| Item(s) Appraised (Schedule / No.) | Appraiser name and address | Appraisal date | Appraised value |
|---|---|---|---|
| [________________] | [________________________________] | [__/__/____] | $[________________] |
7. CERTIFICATE OF SERVICE / FILING
I prepared this Inventory and Appraisement on [__/__/____] after appointment on [__/__/____]. Under HRS § 560:3-706, I record its disposition and each requested copy below:
☐ Filed the original with the Circuit Court of the [ORDINAL] Circuit.
☐ Mailed a copy to each interested person who requested it.
☐ No interested person has requested a copy as of [__/__/____].
| Recipient | Relationship | Address | Date Mailed |
|---|---|---|---|
| [________________________________] | [____________] | [________________________________] | [__/__/____] |
| [________________________________] | [____________] | [________________________________] | [__/__/____] |
| [________________________________] | [____________] | [________________________________] | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
Hawaii Bar No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]
8. LATER CORRECTIONS AND SUPPLEMENTS
If omitted property or an erroneous or misleading value or description is discovered, prepare a supplementary inventory or appraisement under HRS § 560:3-708. If the original was filed, file the amendment or supplement and serve all interested persons under HPR Rule 61. If the original was not filed, furnish the supplementary inventory or information to interested persons who request it or requested the original. Use a complete restatement with marked changes for an amended inventory, or a supplement listing only minor changes, as HPR Rule 61 directs.
ATTACHMENTS CHECKLIST
☐ Letters / order of appointment of personal representative
☐ Real property deeds / TMK records / tax assessment (Schedule A)
☐ Vehicle titles and valuation sources (Schedule B)
☐ Bank / financial account statements as of date of death (Schedule C)
☐ Brokerage statements / stock certificates / business records (Schedule D)
☐ Supporting documentation for other assets (Schedule E)
☐ Appraisal report(s) and appraiser identification (if applicable)
☐ Proof of mailing to interested persons who requested the inventory
SOURCES AND REFERENCES
- HRS § 560:3-706 — Duty of personal representative; inventory and appraisement (3-month deadline; file or mail; copy to interested persons on request).
- HRS § 560:3-707 — Employment of appraisers; name and address shown on inventory.
- HRS § 560:3-708 — Supplementary inventory after omitted property or erroneous value or description.
- Hawaii Probate Rules (HPR) Rules 60–61 — Inventory; supplemental inventory.
About this template
- Last updated
- September 30, 2026
- Citations checked
- September 30, 2026
- Jurisdiction
- Hawaii
- Category
- Estate Planning & Wills
Legal authority
- HRS § 560:3-706 (Duty of personal representative; inventory and appraisement)
- HRS § 560:3-707 (Employment of appraisers)
- HRS § 560:3-708 (Supplementary inventory)
- HPR Rule 60 (Inventory format and content)
- HPR Rule 61 (Inventory amendment or supplement)
Estate planning documents decide what happens to your property, your children, and your medical care when you cannot make those decisions yourself. Wills, trusts, powers of attorney, and health care directives each serve different purposes and each have to meet state law requirements for signing, witnessing, and notarization. A document that looks fine on the page but was not executed correctly can be rejected in probate, which is exactly when it is too late to fix.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on September 30, 2026.
HRS § 560:3-706 (checked September 30, 2026): "Within three months after the appointment, a personal representative, who is not a special administrator or a successor to another representative who has previously discharged this duty, shall prepare and file or mail an inventory of property owned by the decedent at the time of death, listing it with reasonable detail, and indicating as to each listed item, its fair market value as of the date of the decedent's death, and the type and amount of any encumbrance that may exist with reference to any item."
HRS § 560:3-707 (checked September 30, 2026): "The names and addresses of any appraiser shall be indicated on the inventory with the item or items appraised."
HRS § 560:3-708 (checked September 30, 2026): "If any property not included in the original inventory comes to the knowledge of a personal representative or if the personal representative learns that the value or description indicated in the original inventory for any item is erroneous or misleading, the personal representative shall make a supplementary inventory or appraisement showing the market value as of the date of the decedent's death of the new item or the revised market value or descriptions"
HPR Rule 60 (checked September 30, 2026): "Any inventory filed in court shall show on the first page the date of death, and the signature of the personal representative. The inventory shall show the aggregate gross value of the probate assets that have then been valued, the nature and value of each asset with a description of any loans secured by the assets, and if there is an appraisal, the name of the appraiser and the date of the appraisal."
Draft your Estate Inventory and Appraisement (Hawaii) in the editor
Answer a few questions, let the AI editor draft each section from your answers, review it, and download Word and PDF. $99 one time, or $249 per month for every document and every Ezel app.