Estate Inventory and Valuation (Inventory and Appraisement) — Kansas
INVENTORY AND APPRAISEMENT OF THE ESTATE
(INVENTORY AND VALUATION — K.S.A. 59-1201)
COURT CAPTION
| Field | Detail |
|---|---|
| IN THE DISTRICT COURT OF [COUNTY] COUNTY, KANSAS | (Probate Division) |
| IN THE MATTER OF THE ESTATE OF | |
| [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], | Deceased. |
| Case No. | [____________________________________] |
| (Pursuant to K.S.A. Chapter 59) |
1. PERSONAL REPRESENTATIVE
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Executor (testate) ☐ Administrator (intestate) ☐ Administrator w/ Will Annexed |
| Address | [STREET ADDRESS], [CITY], Kansas [ZIP CODE] |
| Telephone / Email | [________________________] / [________________________] |
| Date Letters of Appointment Issued | [__/__/____] |
This Inventory and Valuation is filed within thirty (30) days after the date of the letters of appointment as required by K.S.A. 59-1201, unless a longer time has been granted by the Court.
☐ The Court granted additional time to file to [__/__/____] (order dated [__/__/____]).
2. DECEDENT INFORMATION
| Field | Detail |
|---|---|
| Full Legal Name | [DECEDENT FULL LEGAL NAME] |
| Residence at Death | [STREET ADDRESS], [CITY], [COUNTY] County, Kansas [ZIP CODE] |
| Date of Death (valuation date) | [__/__/____] |
| Testate or Intestate | ☐ Testate (Will dated [__/__/____]) ☐ Intestate |
| Surviving Spouse | [________________________________] |
The value stated opposite each item is the full and fair value as of the date of death of the Decedent, the controlling valuation date under K.S.A. 59-1201.
3. DUTY AND FILING DEADLINE
Pursuant to K.S.A. 59-1201, within thirty days after the date of the personal representative's letters of appointment (unless a longer time is granted by the Court), the personal representative shall make an inventory stating opposite each item the full and fair value as of the date of death, verified by the personal representative's affidavit, of all real estate and tangible personal property owned by the Decedent and located in Kansas, and of all intangible property wherever located that comes to the personal representative's possession or knowledge. If the Decedent was a member of a partnership, the inventory must contain a separate inventory and valuation of the whole partnership estate and of the Decedent's proportional share.
If property is discovered after the inventory is filed, a supplemental inventory must be filed under K.S.A. 59-1203 within 30 days after discovery of the assets.
4. APPRAISEMENT / VALUATION METHOD
Under K.S.A. 59-1202, no independent appraisement is made unless a party having an interest in the estate requests one. If requested, the personal representative appoints not more than three appraisers, who must be approved by the Court, and who shall, within thirty (30) days after their appointment, state the value opposite each item and deliver the inventory and appraisement, certified under oath, to the personal representative for filing with the District Court.
☐ No interested party has requested an independent appraisement; the personal representative states the values by affidavit (K.S.A. 59-1201).
☐ An interested party has requested an appraisement; appraisers have been appointed and approved by the Court (K.S.A. 59-1202) — see Appraisers' Certificate below.
Valuation sources used:
☐ Date-of-death account statements ☐ County appraiser / comparable sales (real estate) ☐ Licensed appraiser ☐ Broker statements (securities) ☐ Dealer/blue-book quotation (vehicles)
SCHEDULE A — REAL ESTATE
| # | Plat / Survey Legal Description & Address | Ownership / Fractional Interest | Encumbrance (lien/mortgage) | Full & Fair Value (date of death) |
|---|---|---|---|---|
| A-1 | [________________________________] | [____________] | $[________________] | $[________________] |
| A-2 | [________________________________] | [____________] | $[________________] | $[________________] |
| A-3 | [________________________________] | [____________] | $[________________] | $[________________] |
Schedule A Subtotal: $[________________]
SCHEDULE B — TANGIBLE PERSONAL PROPERTY (FURNITURE, HOUSEHOLD GOODS, WEARING APPAREL)
| # | Description | Location | Full & Fair Value (date of death) |
|---|---|---|---|
| B-1 | [Household furniture & goods] | [____________] | $[________________] |
| B-2 | [Wearing apparel / personal effects] | [____________] | $[________________] |
| B-3 | [Vehicle — year/make/model/VIN] | [____________] | $[________________] |
| B-4 | [Farm machinery / equipment / livestock] | [____________] | $[________________] |
| B-5 | [Jewelry / collectibles / other tangible] | [____________] | $[________________] |
Schedule B Subtotal: $[________________]
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| # | Institution | Account Type / Last 4 | Sole or Joint / POD | Value (date of death) |
|---|---|---|---|---|
| C-1 | [____________] | [Checking] ••••[____] | ☐ Sole ☐ Joint ☐ POD | $[________________] |
| C-2 | [____________] | [Savings] ••••[____] | ☐ Sole ☐ Joint ☐ POD | $[________________] |
| C-3 | [____________] | [CD / Money Market] ••••[____] | ☐ Sole ☐ Joint ☐ POD | $[________________] |
| C-4 | [Cash on hand] | — | — | $[________________] |
Schedule C Subtotal: $[________________]
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| # | Description (issuer / shares / certificate no. / CUSIP / % interest) | Holder / Custodian | Value (date of death) |
|---|---|---|---|
| D-1 | [____ shares ____________ — certificate no. ____] | [____________] | $[________________] |
| D-2 | [Bonds / mortgages / notes — debtor: ____________; recording data: ____] | [____________] | $[________________] |
| D-3 | [Brokerage account ••••____ / mutual funds] | [____________] | $[________________] |
| D-4 | [____% partnership / LLC interest in ____________ (separate partnership inventory attached)] | — | $[________________] |
Schedule D Subtotal: $[________________]
SCHEDULE E — ALL OTHER PERSONAL PROPERTY
| # | Description | Probate / Nonprobate | Value (date of death) |
|---|---|---|---|
| E-1 | [Debts/notes owed to decedent — obligor: ____________] | ☐ Probate ☐ Nonprobate | $[________________] |
| E-2 | [Life insurance / retirement payable to estate] | ☐ Probate ☐ Nonprobate | $[________________] |
| E-3 | [Intellectual property / royalties] | ☐ Probate ☐ Nonprobate | $[________________] |
| E-4 | [Refunds, claims, causes of action, other] | ☐ Probate ☐ Nonprobate | $[________________] |
Schedule E Subtotal: $[________________]
RECAPITULATION / SUMMARY
| Schedule | Category | Full & Fair Value (date of death) |
|---|---|---|
| A | Real Estate | $[________________] |
| B | Tangible Personal Property | $[________________] |
| C | Cash, Bank & Financial Accounts | $[________________] |
| D | Securities & Business Interests | $[________________] |
| E | All Other Personal Property | $[________________] |
| TOTAL ESTATE (date-of-death value) | $[________________] |
VERIFICATION OF PERSONAL REPRESENTATIVE
Select the execution route approved for this filing. K.S.A. 59-1201 calls for
verification by the personal representative's affidavit, while K.S.A. 53-601
generally permits a qualifying unsworn declaration under penalty of perjury in
place of a required affidavit, subject to its exceptions. Do not execute both
routes unless the court directs otherwise.
Option A — Sworn Affidavit
STATE OF KANSAS, COUNTY OF [COUNTY], ss:
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], of lawful age, being first duly sworn upon oath, state that I am the duly appointed and acting personal representative of the Estate of [DECEDENT FULL LEGAL NAME]; that the foregoing Inventory and Valuation is a true and complete inventory of all real estate and tangible personal property of the Decedent located in Kansas, and of all intangible property of the Decedent wherever located, that has come to my possession or knowledge; and that the value stated opposite each item is the full and fair value thereof as of the date of death of the Decedent.
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
Subscribed and sworn to before me on [__/__/____].
______________________________________
Notary Public — My commission expires: [__/__/____]
Option B — Unsworn Declaration Under K.S.A. 53-601
I declare under penalty of perjury that the foregoing is true and correct.
Executed on [__/__/____].
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
APPRAISERS' CERTIFICATE (ONLY IF APPRAISEMENT REQUESTED — K.S.A. 59-1202)
We, the undersigned appraisers appointed by the personal representative and approved by the Court, having been duly sworn, certify that within thirty (30) days after our appointment we examined the property described in the foregoing inventory and that the value stated opposite each item is, in our judgment, its full and fair value as of the date of death of the Decedent.
| Appraiser | Signature | Date |
|---|---|---|
| [APPRAISER 1 NAME] | ______________________ | [__/__/____] |
| [APPRAISER 2 NAME] | ______________________ | [__/__/____] |
| [APPRAISER 3 NAME] | ______________________ | [__/__/____] |
Subscribed and sworn to before me on [__/__/____]. ______________________ Notary Public
ATTORNEY OF RECORD
Attorney for the Estate: [ATTORNEY NAME]
Kansas Supreme Court / Bar No.: [________________]
Firm / Address: [________________________________]
Telephone / Email: [________________________] / [________________________]
CERTIFICATE OF FILING AND SERVICE
This Inventory and Valuation was filed with the Clerk of the District Court of [COUNTY] County, Kansas, on [__/__/____], and a copy was served on the following interested persons:
| Person Served | Capacity | Address | Method | Date Served |
|---|---|---|---|---|
| [________________________________] | [Spouse/Heir/Devisee] | [________________________] | [Mail/eFile] | [__/__/____] |
| [________________________________] | [Heir/Devisee] | [________________________] | [Mail/eFile] | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
ATTACHMENTS CHECKLIST
☐ Plat / survey legal descriptions and deeds for real estate (Schedule A)
☐ Date-of-death financial account statements (Schedule C)
☐ Stock certificates / brokerage statements (Schedule D)
☐ Separate partnership inventory and valuation, if applicable (K.S.A. 59-1201)
☐ Appraisers' certified inventory and appraisement, if requested (K.S.A. 59-1202)
☐ Supplemental inventory for after-discovered property (K.S.A. 59-1203), if applicable
☐ Court order granting additional time to file, if any
☐ Filing fee / eFiling confirmation
About this template
- Last updated
- August 26, 2026
- Jurisdiction
- Kansas
- Category
- Estate Planning & Wills
Legal authority
- K.S.A. 59-1201 (Inventory and valuation; within 30 days after letters of appointment)
- K.S.A. 59-1202 (Appraisement; appraisers appointed on request of interested party)
- K.S.A. 59-1203 (Property discovered after filing; supplemental inventory)
- K.S.A. 53-601 (Unsworn declaration alternative where permitted; statutory exceptions apply)
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
The statutes this template relies on are listed under Legal authority.
K.S.A. 59-1201 (checked August 26, 2026): "Within 30 days after the date of a personal representative's letters of appointment, unless a longer time has been granted by the court, the personal representative shall make an inventory stating opposite each item contained in the inventory the full and fair value as of the date of death of the decedent, verified by the personal representative's affidavit, of all real estate and tangible personal property owned by the decedent or conservatee and located in the state of Kansas and of all intangible property owned by the decedent or conservatee wherever located which comes to the personal representative's possession or knowledge."
K.S.A. 59-1202 (checked August 26, 2026): "No independent appraisement shall be made unless a party having an interest in the estate requests one. If requested, the personal representative shall appoint not more than three appraisers who shall be approved by the court unless good cause is shown why they should not be approved."
K.S.A. 59-1203 (checked August 26, 2026): "Whenever assets of any kind, not mentioned in the inventory that has been made, come to the knowledge or possession of the personal representative, such representative shall make an inventory thereof, stating opposite each item contained in the inventory the value thereof. The personal representative shall file such inventory with the court within 30 days after the discovery of the assets."
K.S.A. 53-601(a)-(b) (checked August 26, 2026): "Except as provided by subsection (b), whenever a law of this state or any rules and regulations, order or requirement adopted or issued thereunder requires or permits a matter to be supported, evidenced, established or proved by the sworn written declaration, verification, certificate, statement, oath or affidavit of a person, such matter may be supported, evidenced, established or proved with the same force and effect by the unsworn written declaration, verification, certificate or statement dated and subscribed by the person as true, under penalty of perjury, in substantially the following form:"
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