Estate Inventory and Appraisement (AOC-841) — Kentucky
IMPORTANT: THIS IS A PREPARATION GUIDE — NOT THE OFFICIAL COURT FORM
Kentucky requires the personal representative to file the inventory and appraisement
of the estate on official form AOC-841 (Doc. Code: INV) with the District Court
within 60 days of appointment, citing KRS 395.250. This template provides the
substantive content to help you prepare; transfer your content to the official form
before filing. The official form is available from the Circuit Court Clerk or at
https://www.kycourts.gov/Legal-Forms (search "AOC-841").
Do not file this document in place of the official AOC-841.
INVENTORY AND APPRAISEMENT OF THE ESTATE
(AOC-841 — KRS 395.250)
COURT CAPTION
| Field | Detail |
|---|---|
| COMMONWEALTH OF KENTUCKY — [COUNTY] DISTRICT COURT | (Probate Division) |
| IN RE: THE ESTATE OF | |
| [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], | Deceased. |
| Case No. | [____________________________________] |
1. PERSONAL REPRESENTATIVE / FIDUCIARY
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Executor (testate) ☐ Administrator (intestate) ☐ Administrator w/ Will Annexed |
| Address | [STREET ADDRESS], [CITY], Kentucky [ZIP CODE] |
| Telephone / Email | [________________________] / [________________________] |
| Date of Appointment (Letters issued) | [__/__/____] |
This Inventory and Appraisement is filed in duplicate with the District Court within sixty (60) days after appointment as required by KRS 395.250.
2. DECEDENT INFORMATION
| Field | Detail |
|---|---|
| Full Legal Name | [DECEDENT FULL LEGAL NAME] |
| Residence at Death | [STREET ADDRESS], [CITY], [COUNTY] County, Kentucky [ZIP CODE] |
| Date of Death (valuation date) | [__/__/____] |
| Testate or Intestate | ☐ Testate (Will dated [__/__/____]) ☐ Intestate |
| Surviving Spouse | [________________________________] |
The amounts listed are the value of the assets at the time of the Decedent's death, the controlling valuation date under KRS 395.250.
3. DUTY AND FILING DEADLINE
Pursuant to KRS 395.250, within sixty (60) days after appointment the personal representative shall file with the District Court, in duplicate, an inventory of the estate's assets, listing the value of the assets at the time of the Decedent's death. The personal representative may use form AOC-841. The personal representative's general duties to take control of, manage, and protect estate assets are set out in KRS 395.195.
4. APPRAISAL AND VALUATION METHOD
The personal representative determines fair market value as of the date of death. Under KRS 395.255, the District Court may, on its own motion or on application, appoint one or more appraisers to appraise estate property; appraisers take an oath and report their appraisal. The personal representative has determined values using the methods checked below:
☐ Personal representative's good-faith valuation (no appraiser ordered)
☐ Court-appointed appraiser(s) under KRS 395.255 (name(s): [____________________])
☐ Date-of-death account statements (financial institutions)
☐ PVA / county property records and comparable sales (real estate)
☐ Licensed real estate or personal-property appraiser
☐ Broker statements (securities); NADA/blue-book (vehicles)
SCHEDULE A — REAL PROPERTY
| # | Legal Description / Address | County & State | Ownership / Fractional Interest | Encumbrance (lien/mortgage) | Value (date of death) |
|---|---|---|---|---|---|
| A-1 | [________________________________] | [____________] | [____________] | $[________________] | $[________________] |
| A-2 | [________________________________] | [____________] | [____________] | $[________________] | $[________________] |
| A-3 | [________________________________] | [____________] | [____________] | $[________________] | $[________________] |
Schedule A Subtotal: $[________________]
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| # | Description | Location | Value (date of death) |
|---|---|---|---|
| B-1 | [Household furnishings & goods] | [____________] | $[________________] |
| B-2 | [Vehicle — year/make/model/VIN] | [____________] | $[________________] |
| B-3 | [Jewelry / personal effects / collectibles] | [____________] | $[________________] |
| B-4 | [Farm equipment / livestock / machinery] | [____________] | $[________________] |
| B-5 | [Other tangible personal property] | [____________] | $[________________] |
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 / CUSIP / % interest) | Holder / Custodian | Value (date of death) |
|---|---|---|---|
| D-1 | [____ shares ____________ common] | [____________] | $[________________] |
| D-2 | [Brokerage account ••••____ / mutual funds] | [____________] | $[________________] |
| D-3 | [Bonds / notes / debentures] | [____________] | $[________________] |
| D-4 | [____% interest in ____________ LLC / partnership / closely held corp.] | — | $[________________] |
Schedule D Subtotal: $[________________]
SCHEDULE E — OTHER ASSETS
| # | Description | Probate / Nonprobate | Value (date of death) |
|---|---|---|---|
| E-1 | [Debts/notes owed to decedent — obligor: ____________] | ☐ Probate ☐ Nonprobate | $[________________] |
| E-2 | [Life insurance payable to the estate] | ☐ Probate ☐ Nonprobate | $[________________] |
| E-3 | [Retirement / IRA / annuity payable to estate] | ☐ Probate ☐ Nonprobate | $[________________] |
| E-4 | [Refunds, claims, causes of action, other] | ☐ Probate ☐ Nonprobate | $[________________] |
Schedule E Subtotal: $[________________]
RECAPITULATION / SUMMARY
| Schedule | Category | Value (date of death) |
|---|---|---|
| A | Real Property | $[________________] |
| B | Tangible Personal Property | $[________________] |
| C | Cash, Bank & Financial Accounts | $[________________] |
| D | Securities & Business Interests | $[________________] |
| E | Other Assets | $[________________] |
| TOTAL ESTATE (date-of-death value) | $[________________] |
VERIFICATION (UNDER PENALTY OF PERJURY)
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the duly appointed and qualified personal representative of the Estate of [DECEDENT FULL LEGAL NAME], state that I have made diligent inquiry into the property of the Decedent and that the foregoing Inventory and Appraisement is a true, complete, and accurate inventory of the assets of the estate that have come to my knowledge, valued as of the date of the Decedent's death.
I declare under penalty of perjury under the laws of the Commonwealth of Kentucky that the foregoing is true and correct.
Executed on [__/__/____] at [CITY], Kentucky.
Personal Representative Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
Subscribed, sworn to, and acknowledged before me on [__/__/____].
______________________________________
Notary Public — My commission expires: [__/__/____]
APPRAISERS' CERTIFICATE (ONLY IF APPRAISERS APPOINTED — KRS 395.255)
We, the undersigned appraisers appointed by the [COUNTY] District Court, having been duly sworn, certify that we appraised the property described in the foregoing inventory and that the value stated opposite each item is, in our judgment, its fair value as of the date of death of the Decedent.
| Appraiser | Signature | Date |
|---|---|---|
| [APPRAISER 1 NAME] | ______________________ | [__/__/____] |
| [APPRAISER 2 NAME] | ______________________ | [__/__/____] |
ATTORNEY OF RECORD
Attorney for the Estate: [ATTORNEY NAME]
Kentucky Bar No.: [________________]
Firm / Address: [________________________________]
Telephone / Email: [________________________] / [________________________]
CERTIFICATE OF FILING AND SERVICE
The original and one duplicate of this Inventory and Appraisement (AOC-841) were filed with the Clerk of the [COUNTY] District Court on [__/__/____]. A copy was served on the following interested persons:
| Person Served | Capacity | Address | Method | Date Served |
|---|---|---|---|---|
| [________________________________] | [Spouse/Heir/Beneficiary] | [________________________] | [Mail/eFile] | [__/__/____] |
| [________________________________] | [Heir/Beneficiary] | [________________________] | [Mail/eFile] | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
ATTACHMENTS CHECKLIST
☐ Official form AOC-841 (Inventory and Appraisement of Estate), completed and signed
☐ Legal descriptions / deeds for real estate (Schedule A)
☐ Date-of-death financial account statements (Schedule C)
☐ Brokerage statements / stock certificates (Schedule D)
☐ Appraisal reports / appraisers' certificate, if appraisers appointed (KRS 395.255)
☐ Vehicle titles / NADA valuation printouts
☐ Duplicate copy of the inventory for filing (KRS 395.250)
☐ Filing fee / eFiling confirmation
About This Template
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.
Important Notice
This template is provided for informational purposes. It is not legal advice. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Last updated: June 2026
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