Estate Inventory and Appraisement (Tennessee)
INVENTORY AND APPRAISEMENT OF THE ESTATE
IN THE [PROBATE / CHANCERY] COURT FOR [COUNTY] COUNTY, TENNESSEE
1. CAPTION AND CASE INFORMATION
| Field | Detail |
|---|---|
| IN RE THE ESTATE OF: | [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], Deceased |
| Court | ☐ Probate Court ☐ Chancery Court of [COUNTY] County, Tennessee |
| Docket / Estate No. | [____________________________________] |
| Type of Inventory | ☐ Original ☐ Supplemental ☐ Amended |
| Type of Administration | ☐ Testate (with will) ☐ Intestate (no will) |
2. PERSONAL REPRESENTATIVE INFORMATION
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Executor ☐ Administrator ☐ Administrator c.t.a. ☐ Administrator d.b.n. ☐ Co-PR |
| Mailing Address | [STREET ADDRESS], [CITY], Tennessee [ZIP CODE] |
| Telephone / Email | [________________________________] |
| Date Entered on Administration (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 Residence at Death | [COUNTY] County, Tennessee |
| Marital Status at Death | ☐ Married ☐ Single ☐ Widowed ☐ Divorced |
| Social Security No. (last 4) | XXX-XX-[____] |
4. STATEMENT OF DUTY, DEADLINE, AND WAIVER
Pursuant to Tenn. Code Ann. § 30-2-301(a), the personal representative, within sixty (60) days after entering on the administration of a testate or intestate estate, shall make a complete and accurate inventory of the probate estate of the deceased, return the inventory to the clerk of the court exercising probate jurisdiction in the county of the estate, and verify it by the personal representative's oath before the clerk or any person authorized by law to administer oaths.
Waiver (§ 30-2-301(a)). When the will of the deceased excuses the requirement, or when excused by all of the residuary distributees or legatees, no inventory is required of a solvent estate — unless demanded by any residuary distributee or legatee.
☐ Inventory required — filed within sixty (60) days after entering on administration.
☐ Inventory waived by the terms of the will (§ 30-2-301(a)).
☐ Inventory waived by written consent of all residuary distributees/legatees (estate is solvent), attached.
☐ Notwithstanding a waiver, an inventory has been demanded by a residuary distributee/legatee and is therefore filed.
Related 60-day filings. ☐ Beneficiary-notice affidavit filed (§ 30-2-301(b)(3)). ☐ TennCare-notice affidavit filed (§ 30-2-301(b)(5); § 71-5-116).
Bond statement (Tenn. Code Ann. § 30-1-201). ☐ Bond is waived by the will / by the beneficiaries. ☐ Bond on file: $[________________].
5. APPRAISAL METHOD
The personal representative has valued each item at its fair market value as of the date of the decedent's death. For real property and other assets whose value is not readily ascertainable, the personal representative has obtained, where appropriate, an appraisal by a qualified appraiser (e.g., a licensed real estate appraiser for real property), the report of which is attached.
| Appraiser (if any) | Items Appraised | Address |
|---|---|---|
| [____________________] | [____________________] | [____________________] |
SCHEDULE A — REAL PROPERTY
| # | Description / Street Address | County & Parcel/Deed Book | Date-of-Death FMV | Encumbrance |
|---|---|---|---|---|
| A-1 | [________________________________] | [____________________] | $[________________] | [________________] |
| A-2 | [________________________________] | [____________________] | $[________________] | [________________] |
Schedule A Subtotal (gross FMV): $[________________]
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| # | Item Description | VIN / Serial / Identifier | Date-of-Death FMV |
|---|---|---|---|
| B-1 | [Vehicle: year/make/model] | [____________________] | $[________________] |
| B-2 | [Household goods & furnishings] | [____________________] | $[________________] |
| B-3 | [Jewelry / art / collectibles / firearms] | [____________________] | $[________________] |
| B-4 | [________________________________] | [____________________] | $[________________] |
Schedule B Subtotal: $[________________]
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| # | Institution | Account Type | Acct No. (last 4) | Balance at Death |
|---|---|---|---|---|
| C-1 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-2 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-3 | Cash on hand / final wages due | — | — | $[________________] |
Schedule C Subtotal: $[________________]
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| # | Description (issuer / type / shares or units) | Identifier (CUSIP / acct) | Date-of-Death FMV |
|---|---|---|---|
| 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 — OTHER ASSETS
| # | Description | Identifier / Source | Date-of-Death FMV |
|---|---|---|---|
| E-1 | [Promissory notes / money owed to decedent + security] | [____________________] | $[________________] |
| E-2 | [Claims / causes of action / refunds] | [____________________] | $[________________] |
| E-3 | [Intellectual property / royalties / other] | [____________________] | $[________________] |
Schedule E Subtotal: $[________________]
6. RECAPITULATION / SUMMARY
| Schedule | Category | Total Appraised Value |
|---|---|---|
| A | Real property | $[________________] |
| B | Tangible personal property | $[________________] |
| C | Cash, bank & financial accounts | $[________________] |
| D | Securities & business interests | $[________________] |
| E | Other assets | $[________________] |
| TOTAL GROSS PROBATE ESTATE | $[________________] | |
| Less: Encumbrances | ($[________________]) | |
| NET APPRAISED VALUE | $[________________] |
7. VERIFICATION / OATH OF PERSONAL REPRESENTATIVE
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the [executor/administrator] of the Estate of [DECEDENT FULL LEGAL NAME], being duly sworn, state that the foregoing is a complete and accurate inventory of the probate estate of the deceased, made to the best of my knowledge and ability, with each item valued at its fair market value as of the date of the decedent's death, as required by Tenn. Code Ann. § 30-2-301(a).
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
State of Tennessee, County of [____________________]
Sworn to and subscribed before me — the Clerk (or other officer authorized to administer oaths) — on [__/__/____].
Clerk / Notary Public: ______________________________________
My commission expires: [__/__/____]
8. CERTIFICATE OF FILING / RECORDING
The inventory is returned to and filed with the Clerk of the [Probate / Chancery] Court for [COUNTY] County, Tennessee, within sixty (60) days after entering on administration (Tenn. Code Ann. § 30-2-301(a)). Upon presentation, and if it appears regular, the court orders the inventory recorded in the book of inventories (§ 30-2-302). Copies were furnished as indicated below.
| Recipient | Address | Method | Date |
|---|---|---|---|
| [Residuary distributee / legatee] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
| [________________________________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
Attorney (if any): [ATTORNEY NAME] — TN BPR No.: [________________]
Address / Telephone / Email: [________________________________]
ATTACHMENTS CHECKLIST
☐ Written waiver of inventory by all residuary distributees/legatees (if inventory waived; solvent estate) (§ 30-2-301(a))
☐ Beneficiary-notice affidavit (copies of will/letters mailed or delivered by an authorized method) (§ 30-2-301(b)(3), (7))
☐ TennCare-notice affidavit (§ 30-2-301(b)(5); § 71-5-116)
☐ Date-of-death account statements (Schedule C)
☐ Real-estate and other appraisal report(s) supporting FMV
☐ Bond / waiver of bond (§ 30-1-201)
SOURCES AND REFERENCES
- Tenn. Code Ann. § 30-2-301 — Making inventory; return to clerk; verify by oath; within 60 days; waiver by will or by all residuary distributees/legatees of a solvent estate unless demanded; beneficiary-notice and TennCare-notice affidavits.
- Tenn. Code Ann. § 30-2-302 — Recording of inventory; clerk presents to court; if regular, recorded in the book of inventories.
- Tenn. Code Ann. § 30-2-303 — Failure to make inventory (citation/compulsion).
- Tenn. Code Ann. § 71-5-116 — Notice to the Bureau of TennCare of the decedent's death.
- Tenn. Code Ann. § 30-1-201 — Bond of personal representative.
- Justia: https://law.justia.com/codes/tennessee/title-30/chapter-2/part-3/section-30-2-301/
About this template
- Last updated
- September 23, 2026
- Jurisdiction
- Tennessee
- Category
- Estate Planning & Wills
Legal authority
- Tenn. Code Ann. § 30-2-301 (Making inventory; return; notice to beneficiaries — within 60 days; verified by oath; waiver by will or by all residuary distributees/legatees)
- Tenn. Code Ann. § 30-2-302 (Recording of inventory)
- Tenn. Code Ann. § 30-2-303 (Failure to make inventory — citation/compulsion)
- Tenn. Code Ann. § 71-5-116 (TennCare notice affidavit filed within the 60-day period)
- Tenn. Code Ann. § 30-1-201 (Bond of personal representative)
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.
2023 Tenn. Pub. Ch. 298, § 2 (Tenn. Code Ann. § 30-2-301(b)(7)) (checked September 23, 2026): "Copies of a will, paragraphs of a will, or letters of administration sent pursuant to this subsection (b) may be sent by first class mail, electronic mail, or personal delivery."
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