Estate Inventory and Appraisement (New Hampshire)

IMPORTANT: THIS IS A PREPARATION GUIDE — NOT THE OFFICIAL COURT FORM

New Hampshire requires the executor or administrator to file the official
Inventory of Fiduciary, Form NHJB-2125-Pe, with the Circuit Court Probate
Division. This template provides the substantive legal content to help you organize
and value estate assets — but you must transfer your content to the official form
before e-filing. The form is available through the New Hampshire Judicial Branch at
https://www.courts.nh.gov/ (search "Inventory of Fiduciary NHJB-2125-Pe").
Do not file this document directly with the court.

INVENTORY AND APPRAISEMENT OF THE ESTATE

THE STATE OF NEW HAMPSHIRE — JUDICIAL BRANCH
CIRCUIT COURT — PROBATE DIVISION, [____________________] COUNTY / CIRCUIT

1. CAPTION AND CASE INFORMATION

2. FIDUCIARY (EXECUTOR / ADMINISTRATOR) INFORMATION

3. DECEDENT INFORMATION

4. STATEMENT OF DUTY AND FILING DEADLINE

Pursuant to RSA 554:1, every executor and administrator shall file under the penalties of law, with the court, within ninety (90) days after the date of appointment, a full, true, and itemized inventory of the real estate and personal property of the decedent that has come to the fiduciary's possession or knowledge. Under RSA 554:3 and RSA 554:4, the inventory shall itemize the real estate and personal property and state the appraised value of each.

☐ This inventory is filed within ninety (90) days after the date of appointment.
☐ The court has granted additional time to file to [__/__/____].

Appraisal note (NH Circuit Court practice). An independent appraiser is not required unless ordered by the court; values are stated to the best of the fiduciary's knowledge and may be corrected by an Amended Inventory or adjusted when the first Accounting (Form NHJB-2117-Pe) is filed.

Bond statement.
☐ Bond is waived. ☐ Bond amount: $[________________] — ☐ sufficient ☐ insufficient (total inventory value may affect bond).

5. APPRAISAL METHOD

All property is listed and valued as of the date of the decedent's death (RSA 554:1, RSA 554:4). Acceptable valuation sources include: financial-institution statements as of the date of death (bank, investment, and pension accounts); municipal tax records or a real estate appraisal for real property; Kelley Blue Book or equivalent for vehicles; and a qualified appraisal (recommended) for jewelry, antiques, and other high-value items.

SCHEDULE A — REAL PROPERTY

Schedule A Subtotal (gross value): $[________________]

SCHEDULE B — TANGIBLE PERSONAL PROPERTY

Schedule B Subtotal: $[________________]

SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS

Schedule C Subtotal: $[________________]

SCHEDULE D — SECURITIES & BUSINESS INTERESTS

Schedule D Subtotal: $[________________]

SCHEDULE E — OTHER ASSETS

Schedule E Subtotal: $[________________]

6. RECAPITULATION / SUMMARY

7. VERIFICATION / OATH OF FIDUCIARY (RSA 554:1)

I, [FIDUCIARY FULL LEGAL NAME], the duly appointed [☐ executor ☐ administrator] of the Estate of [DECEDENT FULL LEGAL NAME], state under the penalties of law that I have made a diligent search and reasonable inquiry for property of the decedent, and that the foregoing is a full, true, and itemized inventory of all the real estate and personal property of the decedent that has come to my possession or knowledge, valued as of the date of the decedent's death, to the best of my knowledge and belief.

Executed on [__/__/____] at [TOWN / CITY], New Hampshire.

Signature of Fiduciary: ______________________________________

Printed Name: [FIDUCIARY FULL LEGAL NAME]

Co-Fiduciary Signature (if any): ______________________________________
Printed Name: [CO-FIDUCIARY FULL LEGAL NAME]

8. CERTIFICATE OF FILING / SERVICE

The original Inventory of Fiduciary (Form NHJB-2125-Pe) is filed with the New Hampshire Circuit Court — Probate Division (RSA 554:1). Copies furnished as indicated below.

Signature: ______________________________________
Printed Name: [FIDUCIARY / ATTORNEY NAME]
NH Bar No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]

ATTACHMENTS CHECKLIST

☐ Inventory of Fiduciary — Form NHJB-2125-Pe (official form)
☐ Date-of-death statements for each bank, investment, and pension account (Schedules C–E)
☐ Registry of Deeds book/page reference or deed copy for each parcel (Schedule A)
☐ Vehicle valuation source (Kelley Blue Book or equivalent) (Schedule B)
☐ Appraisal(s) for high-value jewelry, antiques, or collectibles (Schedule B) — recommended
☐ Amended Inventory of Fiduciary, if values or property change (RSA 554:1)
☐ Court order appointing an appraiser, if any

SOURCES AND REFERENCES

• RSA 554:1 — Inventory filed with the court within 90 days after appointment, under penalties of law; full, true, and itemized inventory of real estate and personal property.
• RSA 554:3, 554:4 — Items of the inventory; appraised value stated for each.
• N.H. Circuit Court Probate Division Rule 108 — Accounts and inventories.
• N.H. Circuit Court, "Overview – Filing an Inventory" — appraiser not required unless ordered; jointly held property excluded; values as of date of death.
• Inventory of Fiduciary, Form NHJB-2125-Pe; Executor's/Administrator's Accounting, Form NHJB-2117-Pe: https://www.courts.nh.gov/