Estate Inventory and Appraisement (North Dakota)
INVENTORY AND APPRAISEMENT OF THE ESTATE
IN THE DISTRICT COURT OF NORTH DAKOTA, [COUNTY] COUNTY, [____] JUDICIAL DISTRICT
1. CAPTION AND CASE INFORMATION
| Field | Detail |
|---|---|
| IN THE MATTER OF THE ESTATE OF: | [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], Deceased |
| Probate No. | [____________________________________] |
| Court | District Court, [COUNTY] County, [____] Judicial District, State of North Dakota |
| Type of Inventory | ☐ Original ☐ Supplementary (§ 30.1-18-08) |
| Type of Administration | ☐ Informal ☐ Formal — ☐ Testate (with will) ☐ Intestate (no will) |
| Disposition of this Inventory | ☐ Filed with the court ☐ Not filed — mailed to heirs/devisees and interested persons who requested it (§ 30.1-18-06(2)) |
2. PERSONAL REPRESENTATIVE INFORMATION
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Executor ☐ Administrator ☐ Administrator with Will Annexed ☐ Successor Personal Representative |
| Mailing Address | [STREET ADDRESS], [CITY], North Dakota [ZIP CODE] |
| Telephone / Email | [________________________________] |
| Date of Appointment (Letters Issued) | [__/__/____] |
3. DECEDENT INFORMATION
| Field | Detail |
|---|---|
| Full Legal Name | [DECEDENT FULL LEGAL NAME] |
| Also Known As | [AKA(s), if any] |
| Date of Death (Valuation Date) | [__/__/____] |
| County of Domicile at Death | [COUNTY] County, North Dakota |
| Marital Status at Death | ☐ Married ☐ Single ☐ Widowed ☐ Divorced |
| Social Security No. (last 4) | XXX-XX-[____] |
4. STATEMENT OF DUTY AND FILING DEADLINE
Pursuant to N.D.C.C. § 30.1-18-06 (3-706), the personal representative 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.
This inventory is prepared within six (6) months after appointment, or nine (9) months after the death of the decedent, whichever is later.
☐ This inventory is prepared and filed/mailed within the time required by § 30.1-18-06.
☐ Date appointment occurred: [__/__/____] ☐ Six-month deadline: [__/__/____] ☐ Nine-month-from-death deadline: [__/__/____].
Disposition (N.D.C.C. § 30.1-18-06(2)).
☐ The original of this inventory is filed with the court; a copy is sent only to interested persons who request it.
☐ This inventory is not filed with the court; a copy is mailed to each heir (intestate estate) or each devisee (will probated), and to any other interested person who has requested it.
5. APPRAISAL METHOD (N.D.C.C. § 30.1-18-07)
Each item is valued at its fair market value as of the date of death. Under N.D.C.C. § 30.1-18-07 (3-707), the personal representative may employ a qualified and disinterested appraiser to assist in ascertaining 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. The name and address of any appraiser is indicated on this inventory next to the item or items that appraiser appraised.
| Appraiser (if employed) | Detail |
|---|---|
| Name | [APPRAISER NAME] |
| Address | [____________________] |
| Item(s) appraised | [____________________] |
| Date of appraisal | [__/__/____] |
SCHEDULE A — REAL PROPERTY
| # | Description / Street Address | County & Parcel No. | Legal Description | Date-of-Death FMV | Encumbrance Type and Amount | Appraiser Name and Address, if Any |
|---|---|---|---|---|---|---|
| A-1 | [________________________________] | [____________________] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| A-2 | [________________________________] | [____________________] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| A-3 | [________________________________] | [____________________] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
Schedule A Subtotal (gross FMV): $[________________]
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| # | Item Description | VIN / Serial / Identifier | Date-of-Death FMV | Encumbrance Type and Amount | Appraiser Name and Address, if Any |
|---|---|---|---|---|---|
| B-1 | [Vehicle: year/make/model] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| B-2 | [Household goods & furnishings] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| B-3 | [Jewelry / watches] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| B-4 | [Art / antiques / collectibles] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| B-5 | [________________________________] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
Schedule B Subtotal: $[________________]
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| # | Institution | Account Type | Acct No. (last 4) | Date-of-Death FMV | Encumbrance Type and Amount | Appraiser Name and Address, if Any |
|---|---|---|---|---|---|---|
| C-1 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| C-2 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| C-3 | Cash on hand | — | — | $[________________] | [TYPE]; $[________________] | [________________________________] |
Schedule C Subtotal: $[________________]
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| # | Description (issuer / type / shares or units) | Identifier (CUSIP / acct) | Date-of-Death FMV | Encumbrance Type and Amount | Appraiser Name and Address, if Any |
|---|---|---|---|---|---|
| D-1 | [Stocks (number of shares / issuer)] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| D-2 | [Bonds / mutual funds / securities] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| D-3 | [LLC / partnership / closely held business interest] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| D-4 | [________________________________] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
Schedule D Subtotal: $[________________]
SCHEDULE E — OTHER ASSETS
| # | Description | Identifier / Source | Date-of-Death FMV | Encumbrance Type and Amount | Appraiser Name and Address, if Any |
|---|---|---|---|---|---|
| E-1 | [Promissory notes / money owed to decedent + security] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| E-2 | [Tax / utility refunds] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| E-3 | [Intellectual property / royalties] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
| E-4 | [Other property] | [____________________] | $[________________] | [TYPE]; $[________________] | [________________________________] |
Schedule E Subtotal: $[________________]
6. RECAPITULATION / SUMMARY
| Schedule | Category | Gross Date-of-Death Value |
|---|---|---|
| A | Real Property | $[________________] |
| B | Tangible Personal Property | $[________________] |
| C | Cash, Bank & Financial Accounts | $[________________] |
| D | Securities & Business Interests | $[________________] |
| E | Other Assets | $[________________] |
| TOTAL GROSS APPRAISED VALUE | $[________________] | |
| Less: Encumbrances (Schedules A–E) | ($[________________]) | |
| NET APPRAISED VALUE | $[________________] |
7. PERSONAL REPRESENTATIVE REVIEW AND APPROVAL
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], reviewed this inventory and
its attachments with counsel. I approve it for the disposition route selected
below, subject to any revision required before filing or mailing.
Date: [__/__/____]
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
8. SUPPLEMENTARY INVENTORY — COMPLETE ONLY IF APPLICABLE
N.D.C.C. § 30.1-18-08 requires a supplementary inventory or appraisement when
the personal representative learns of property omitted from the original or
learns that an item's original value or description was erroneous or misleading.
The supplement must show the new item's market value as of the date of death or
the revised market value or description, plus the appraisers or other data
relied on, if any.
| Original or New Item | Reason for Supplement | Corrected Description | Date-of-Death Market Value | Appraiser or Other Data Relied On |
|---|---|---|---|---|
| [________________________________] | ☐ Omitted property ☐ Erroneous value ☐ Erroneous or misleading description | [________________________________] | $[________________] | [________________________________] |
| [________________________________] | ☐ Omitted property ☐ Erroneous value ☐ Erroneous or misleading description | [________________________________] | $[________________] | [________________________________] |
9. FILING, MAILING, OR FURNISHING RECORD
Original Inventory — Select Exactly One Route
Filed route under N.D.C.C. § 30.1-18-06(2):
☐ The original was filed with the court on [__/__/____]. Copies were sent only
to interested persons who requested the inventory, as recorded below.
| Requesting Interested Person | Address | Method Used to Send Copy | Date Sent |
|---|---|---|---|
| [________________________________] | [________________________________] | [________________________________] | [__/__/____] |
| [________________________________] | [________________________________] | [________________________________] | [__/__/____] |
Unfiled route under N.D.C.C. § 30.1-18-06(2):
☐ The original was not filed. A copy was mailed to each heir because this is an
intestate estate, or to each devisee because a will has been probated, and to
every other interested person who requested it, as recorded below.
| Required Recipient | Capacity | Mailing Address | Date Mailed |
|---|---|---|---|
| [________________________________] | ☐ Heir ☐ Devisee ☐ Other Requesting Interested Person | [________________________________] | [__/__/____] |
| [________________________________] | ☐ Heir ☐ Devisee ☐ Other Requesting Interested Person | [________________________________] | [__/__/____] |
| [________________________________] | ☐ Heir ☐ Devisee ☐ Other Requesting Interested Person | [________________________________] | [__/__/____] |
Supplementary Inventory — Select the Route Matching the Original
Under N.D.C.C. § 30.1-18-08:
☐ The original was filed; this supplementary inventory was filed with the court
on [__/__/____].
☐ The original was not filed; copies of this supplement or information from it
were furnished to persons interested in the new information, as recorded below.
| Interested Person | What Was Furnished | Method | Date |
|---|---|---|---|
| [________________________________] | ☐ Copy ☐ Information: [________________] | [________________] | [__/__/____] |
| [________________________________] | ☐ Copy ☐ Information: [________________] | [________________] | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
North Dakota State Bar ID: [________________] (if attorney)
Address / Telephone / Email: [________________________________]
COUNSEL COMPLETION CHECKLIST
☐ The signer is not a special administrator and, if a successor, the predecessor
did not already discharge the inventory duty.
☐ The later of six months after appointment and nine months after death was
calculated and calendared.
☐ Counsel determined that every scheduled item was owned by the decedent at death.
☐ Every item has reasonable detail, date-of-death fair market value, and the type
and amount of any encumbrance.
☐ Every appraised item identifies the qualified and disinterested appraiser's
name and address with that item.
☐ Exactly one original-inventory route was selected and completed.
☐ Any supplementary inventory states the correction and supporting data and
follows the disposition route required by N.D.C.C. § 30.1-18-08.
☐ The court caption and case number match the appointment papers if the inventory
will be filed. N.D.C.C. § 30.1-02-02 gives the district court jurisdiction over
decedents' estates.
SOURCES AND REFERENCES
About this template
- Last updated
- September 3, 2026
- Citations checked
- September 3, 2026
- Jurisdiction
- North Dakota
- Category
- Estate Planning & Wills
Legal authority
- N.D.C.C. § 30.1-02-02 (1-302) (District court subject-matter jurisdiction over decedents' estates)
- N.D.C.C. § 30.1-18-06 (3-706) (Duty of personal representative — Inventory and appraisement; within six months after appointment or nine months after death)
- N.D.C.C. § 30.1-18-07 (3-707) (Employment of appraisers)
- N.D.C.C. § 30.1-18-08 (3-708) (Supplementary inventory)
- N.D.C.C. § 30.1-18-03 (3-703) (General duties; standard of care of a trustee)
- N.D.C.C. § 30.1-18-04 (3-704) (Personal representative to proceed without court order)
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 3, 2026.
N.D.C.C. § 30.1-02-02 (1-302) (checked September 3, 2026): "The district court has jurisdiction over all subject matter relating to guardianship, probate, and testamentary matters, including estates of decedents."
N.D.C.C. § 30.1-18-03 (3-703) (checked September 3, 2026): "A personal representative is a fiduciary who shall observe the standards of care applicable to trustees."
N.D.C.C. § 30.1-18-04 (3-704) (checked September 3, 2026): "A personal representative shall proceed expeditiously with the settlement and distribution of a decedent's estate and, except as otherwise specified or ordered in regard to a supervised personal representative, do so without adjudication, order, or direction of the court."
N.D.C.C. § 30.1-18-06 (3-706) (checked September 3, 2026): "Within six months after appointment, or nine months after the death of the decedent, whichever is later, 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. The personal representative may file the original of the inventory with the court and send a copy of the inventory only to interested persons who request it. If the personal representative elects not to file the inventory with the court, the personal representative must mail a copy of the inventory to each of the heirs in an intestate estate, or to each of the devisees if a will has been probated, and to any other interested persons who request it."
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