Estate Inventory and Appraisement (Oklahoma)
INVENTORY AND APPRAISEMENT OF THE ESTATE
IN THE DISTRICT COURT OF [COUNTY] COUNTY, STATE OF OKLAHOMA
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 |
| Case No. | [____________________________________] |
| Court | District Court of [COUNTY] County, State of Oklahoma |
| Type of Filing | ☐ Inventory ☐ Inventory and Appraisement ☐ Supplementary (58 O.S. § 285) |
| Type of Administration | ☐ Testate (with will) ☐ Intestate (no will) |
| Appraisement made by | ☐ Personal representative's opinion of value (§ 281(B)) ☐ Court-appointed appraisers (§§ 282–283, on order/demand) |
2. PERSONAL REPRESENTATIVE INFORMATION
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Executor ☐ Administrator ☐ Administrator with Will Annexed ☐ Special Administrator |
| Mailing Address | [STREET ADDRESS], [CITY], Oklahoma [ZIP CODE] |
| Telephone / Email | [________________________________] |
| Date of Order of Appointment | [__/__/____] |
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 Residence at Death | [COUNTY] County, Oklahoma |
| Marital Status at Death | ☐ Married ☐ Single ☐ Widowed ☐ Divorced |
| Social Security No. (last 4) | XXX-XX-[____] |
4. STATEMENT OF DUTY AND FILING DEADLINE (58 O.S. § 281)
Pursuant to 58 O.S. § 281(A), the personal representative shall, unless ordered otherwise by the court, make and return to the court an inventory and/or an appraisement of the estate of the decedent that has come to the personal representative's possession or knowledge, designating the homestead and exempt personal property as provided by law, within two (2) months from the date of the order of appointment. The court may extend the time for good cause shown.
☐ This inventory and/or appraisement is returned within two months of the order of appointment.
☐ The court has extended the time to [__/__/____] for good cause.
Designation of homestead and exempt property (§ 281(A)).
☐ Homestead designated: [____________________] ☐ Exempt personal property designated: [____________________]
Method of appraisement.
☐ The personal representative fulfills the appraisement requirement by stating the personal representative's opinion of the value of the estate described in the inventory (58 O.S. § 281(B)); or
☐ On the court's order following a written demand by an interested person (§ 281(C)), the appraisement is made by court-appointed appraisers under 58 O.S. §§ 282 and 283 (see Section 5 and Section 8).
Bond statement.
☐ Bond is waived. ☐ Bond amount: $[________________] — ☐ sufficient ☐ insufficient.
5. APPRAISER APPOINTMENT (58 O.S. § 282) — if appraisement ordered
To make the appraisement, the judge appoints three (3) disinterested persons, any two (2) of whom may act, entitled to reasonable compensation not to exceed Seventy-five Dollars ($75.00) per day except upon order of the court. The appraisers must file, with the inventory, a verified account of their services and disbursements. Estate property located in another county may be appraised by the same appraisers, or by separate appraisers appointed in that county by the judge of the district court that issued the letters, with a like report made directly to that issuing court.
| Appraiser | Name | Address | County of property appraised |
|---|---|---|---|
| Appraiser 1 | [____________________] | [____________________] | [____________] |
| Appraiser 2 | [____________________] | [____________________] | [____________] |
| Appraiser 3 | [____________________] | [____________________] | [____________] |
Appraisers' verified account of services / disbursements (§ 282): $[________________] Date filed: [__/__/____]
SCHEDULE A — REAL PROPERTY
| # | Description / Street Address | County & Parcel No. | Legal Description | ☐ Homestead | Date-of-Death Value |
|---|---|---|---|---|---|
| A-1 | [________________________________] | [____________________] | [____________________] | ☐ | $[________________] |
| A-2 | [________________________________] | [____________________] | [____________________] | ☐ | $[________________] |
Schedule A Subtotal: $[________________]
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| # | Item Description | VIN / Serial / Identifier | ☐ Exempt | Date-of-Death Value |
|---|---|---|---|---|
| B-1 | [Vehicle: year/make/model] | [____________________] | ☐ | $[________________] |
| B-2 | [Household goods & furnishings] | [____________________] | ☐ | $[________________] |
| B-3 | [Jewelry / watches] | [____________________] | ☐ | $[________________] |
| B-4 | [Art / antiques / collectibles] | [____________________] | ☐ | $[________________] |
Schedule B Subtotal: $[________________]
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| # | Institution | Account Type | Acct No. (last 4) | Date-of-Death Value |
|---|---|---|---|---|
| C-1 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-2 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-3 | Cash on hand | — | — | $[________________] |
Schedule C Subtotal: $[________________]
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| # | Description (issuer / type / shares or units) | Identifier (CUSIP / acct) | Date-of-Death Value |
|---|---|---|---|
| D-1 | [Stocks (number of shares / issuer)] | [____________________] | $[________________] |
| D-2 | [Bonds / mutual funds / securities] | [____________________] | $[________________] |
| D-3 | [LLC / partnership / closely held business interest] | [____________________] | $[________________] |
Schedule D Subtotal: $[________________]
SCHEDULE E — DEBTS, NOTES & SECURITIES OWED TO DECEDENT (58 O.S. § 283)
| # | Instrument | Name of Debtor | Date / Sum Originally Payable | Collectible Value (per § 283) |
|---|---|---|---|---|
| E-1 | [Promissory note / mortgage] | [____________________] | [____________________] | $[________________] |
| E-2 | [Bond / other security] | [____________________] | [____________________] | $[________________] |
| E-3 | [Partnership / other interest] | [____________________] | [____________________] | $[________________] |
Schedule E Subtotal (collectible value): $[________________]
6. RECAPITULATION / SUMMARY
| Schedule | Category | Date-of-Death Value |
|---|---|---|
| A | Real Property | $[________________] |
| B | Tangible Personal Property | $[________________] |
| C | Cash, Bank & Financial Accounts | $[________________] |
| D | Securities & Business Interests | $[________________] |
| E | Debts, Notes & Securities Owed to Decedent (collectible) | $[________________] |
| TOTAL APPRAISED VALUE | $[________________] | |
| Less: Homestead / Exempt Property designated | ($[________________]) | |
| NET APPRAISED VALUE | $[________________] |
7. VERIFICATION OF PERSONAL REPRESENTATIVE
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the personal representative of the Estate of [DECEDENT FULL LEGAL NAME], declare under penalty of perjury under the laws of the State of Oklahoma that I have made a diligent search and reasonable inquiry for property of the decedent; that the foregoing is a true and complete inventory of all of the estate of the decedent that has come to my possession or knowledge, with the homestead and exempt personal property designated as provided by law; and that the values stated are true and correct as of the date of the decedent's death.
Executed on [__/__/____] at [CITY], Oklahoma.
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
8. OATH OF APPRAISERS (58 O.S. § 283) — if appraisement ordered
Before proceeding to the execution of their duty, the undersigned appraisers, being duly sworn, depose and say that they will truly, honestly, and impartially appraise the property exhibited to them, according to the best of their knowledge and ability; that each article has been set down separately with its value in figures; and that, as to each bond, mortgage, note, or security, they have stated the name of the debtor, the sum originally payable, any endorsements, and the sum which in their judgment may be collected.
Appraiser 1: ______________________________________ Date: [__/__/____]
Appraiser 2: ______________________________________ Date: [__/__/____]
Subscribed and sworn to before me on [__/__/____].
Notary Public / Court Clerk: ______________________________________ My commission expires: [__/__/____]
9. CERTIFICATE OF SERVICE / FILING
The original inventory and appraisement is returned to and filed with the District Court (58 O.S. § 281). Copies were served on interested persons as indicated below.
| Party Served | Capacity | Address | Method | Date |
|---|---|---|---|---|
| [________________________________] | [____________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
| [________________________________] | [____________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
Oklahoma Bar Association No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]
ATTACHMENTS CHECKLIST
☐ Inventory schedules A–E (this document)
☐ Oath of appraisers (58 O.S. § 283) and appraisers' verified account of services (§ 282), if appraisement ordered
☐ Order extending time, if applicable (§ 281(A))
☐ Written demand for appraisement by an interested person, if applicable (§ 281(C))
☐ Date-of-death account statements (Schedules C, D)
☐ Legal descriptions / deeds for real property (Schedule A)
☐ Supplementary inventory for after-discovered property (58 O.S. § 285)
SOURCES AND REFERENCES
- 58 O.S. § 281 — Inventory and/or appraisement returned within two months of the order of appointment; PR may state opinion of value; court must order appraisement on written demand by an interested person.
- 58 O.S. § 282 — Judge appoints three disinterested appraisers, any two of whom may act; fee not to exceed $75.00 per day; verified account of services filed with the inventory.
- 58 O.S. § 283 — Oath of appraisers; each article set down separately; statement of debts, notes, and securities with debtor name and collectible amount.
- 58 O.S. § 285 — Property subsequently discovered; supplementary inventory.
- Oklahoma Statutes Title 58 (Probate Procedure): https://oksenate.gov/sites/default/files/2022-05/os58.pdf
About this template
- Last updated
- June 14, 2026
- Jurisdiction
- Oklahoma
- Category
- Estate Planning & Wills
Legal authority
- 58 O.S. § 281 (Inventory of estate; return within two months of appointment; PR may state opinion of value)
- 58 O.S. § 282 (Appraisement; judge appoints three disinterested appraisers, two of whom may act)
- 58 O.S. § 283 (Oath of appraisers; their duties; each article set down separately)
- 58 O.S. § 285 (Property subsequently discovered; supplementary inventory)
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.
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