Estate Inventory and Appraisement (Utah)
INVENTORY AND APPRAISEMENT OF THE ESTATE
IN THE [JUDICIAL DISTRICT] DISTRICT COURT IN AND FOR [COUNTY] COUNTY, STATE OF UTAH
| Party / Caption | Detail |
|---|---|
| IN THE MATTER OF THE ESTATE OF: | [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], Deceased |
| Probate No. | [____________________________________] |
| Court | [Judicial District] District Court, [COUNTY] County, Utah |
| Proceeding | ☐ Informal ☐ Formal ☐ Supervised Administration |
| Type of Inventory | ☐ Original ☐ Supplementary (Utah Code § 75-3-707) |
1. PERSONAL REPRESENTATIVE INFORMATION
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Executor ☐ Administrator ☐ Administrator with Will Annexed ☐ Co-Personal Representative |
| Mailing Address | [STREET ADDRESS], [CITY], Utah [ZIP CODE] |
| Telephone / Email | [________________________________] |
| Date of Appointment (Letters issued) | [__/__/____] |
2. 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, Utah |
| Marital Status at Death | ☐ Married ☐ Single ☐ Widowed ☐ Divorced |
| Social Security No. (last 4) | XXX-XX-[____] |
3. STATEMENT OF DUTY AND FILING DEADLINE
Pursuant to Utah Code § 75-3-705, within three (3) months after appointment, a personal representative — who is not a special administrator or a successor to another representative who has previously discharged this duty — shall prepare an inventory of property owned by the decedent at the time of death, listing it with reasonable detail, and indicating for each listed item its fair market value as of the date of the decedent's death and the type and amount of any encumbrance that may exist with reference to any item.
Under § 75-3-705, the personal representative shall send a copy of the inventory to interested persons who request it, and may also file the original of the inventory with the court.
☐ This inventory is prepared within three (3) months after appointment.
☐ A copy has been sent to each interested person who requested it (see Certificate of Service, § 8).
☐ The original of this inventory ☐ is / ☐ is not filed with the District Court.
If supplementary: Under § 75-3-707, file this supplement with the court if the original was filed. If the original was not filed, furnish copies of the supplement or its information to persons interested in the new information. Record the route in § 8.
4. APPRAISAL METHOD (Utah Code § 75-3-706)
Each item is listed at its fair market value as of the date of the decedent's death. Under Utah Code § 75-3-706, the personal representative may employ a qualified and disinterested appraiser to assist in ascertaining the fair market value of any asset the value of which may be subject to reasonable doubt. The name and address of any appraiser is indicated on this inventory with the item or items the appraiser appraised (an optional appraiser statement appears in § 7).
| Appraiser (if employed) | Detail |
|---|---|
| Name | [APPRAISER NAME] |
| Address | [____________________] |
| Items appraised | [____________________] |
SCHEDULE A — REAL PROPERTY
| # | Description / Street Address | County & Parcel/Serial No. | Legal Description | Date-of-Death FMV | Encumbrance (type; amount) |
|---|---|---|---|---|---|
| A-1 | [________________________________] | [____________________] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| A-2 | [________________________________] | [____________________] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| A-3 | [________________________________] | [____________________] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
Schedule A Subtotal (gross FMV): $[________________]
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| # | Item Description | VIN / Serial / Identifier | Date-of-Death FMV | Encumbrance (type; amount) |
|---|---|---|---|---|
| B-1 | [Vehicle: year/make/model] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| B-2 | [Household goods & furnishings] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| B-3 | [Jewelry / watches] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| B-4 | [Art / antiques / collectibles] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| B-5 | [________________________________] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
Schedule B Subtotal: $[________________]
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| # | Institution | Account Type | Acct No. (last 4) | Date-of-Death FMV | Encumbrance (type; amount) |
|---|---|---|---|---|---|
| C-1 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] | [TYPE; $AMOUNT / NONE] |
| C-2 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] | [TYPE; $AMOUNT / NONE] |
| C-3 | Cash on hand | — | — | $[________________] | [TYPE; $AMOUNT / NONE] |
| C-4 | Life/accident insurance, retirement, annuity payable to the ESTATE | [____________________] | — | $[________________] | [TYPE; $AMOUNT / NONE] |
Schedule C Subtotal: $[________________]
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| # | Description (issuer / type / shares or units) | Identifier (CUSIP / acct) | Date-of-Death FMV | Encumbrance (type; amount) |
|---|---|---|---|---|
| D-1 | [Stocks (number of shares / issuer)] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| D-2 | [Bonds / mutual funds / securities] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| D-3 | [LLC / partnership / closely held business interest] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| D-4 | [________________________________] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
Schedule D Subtotal: $[________________]
SCHEDULE E — OTHER ASSETS
| # | Description | Identifier / Source | Date-of-Death FMV | Encumbrance (type; amount) |
|---|---|---|---|---|
| E-1 | [Promissory notes / money owed to decedent + security] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| E-2 | [Tax / utility refunds] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| E-3 | [Intellectual property / royalties] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
| E-4 | [Other property] | [____________________] | $[________________] | [TYPE; $AMOUNT / NONE] |
Schedule E Subtotal: $[________________]
5. RECAPITULATION / SUMMARY
| Schedule | Description | Gross FMV at Date of Death |
|---|---|---|
| A | Real Property | $[________________] |
| B | Tangible Personal Property | $[________________] |
| C | Cash, Bank & Financial Accounts | $[________________] |
| D | Securities & Business Interests | $[________________] |
| E | Other Assets | $[________________] |
| TOTAL GROSS APPRAISED VALUE | $[________________] | |
| Less: Encumbrances and liens | ($[________________]) | |
| NET APPRAISED VALUE | $[________________] |
6. VERIFICATION OF PERSONAL REPRESENTATIVE
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the personal representative of the Estate of [DECEDENT FULL LEGAL NAME], certify by my signature that I have made a diligent search and reasonable inquiry for the property of the decedent; that the foregoing is a true and complete inventory of all property owned by the decedent at the time of death that has come to my knowledge or possession; and that the fair market values stated are true and correct as of the date of the decedent's death, to the best of my knowledge and belief.
Executed on [__/__/____] at [CITY], Utah.
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
7. OPTIONAL APPRAISER'S STATEMENT (Utah Code § 75-3-706)
I, the undersigned, am a qualified and disinterested appraiser employed by the personal representative under Utah Code § 75-3-706. I certify that I have appraised, to the best of my ability, the items identified above at their fair market value as of the date of the decedent's death.
Appraiser Signature: ______________________________________
Printed Name: [APPRAISER NAME] Address: [____________________] Date: [__/__/____]
Items appraised: [____________________] Appraisal fee: $[________________]
8. CERTIFICATE OF SERVICE / FILING
Original inventory (§ 75-3-705): A copy has been sent to each interested person who requested it. The original ☐ is / ☐ is not filed with the [Judicial District] District Court, [COUNTY] County.
Supplementary inventory (§ 75-3-707, if applicable): The original inventory ☐ was / ☐ was not filed. Accordingly, this supplement ☐ is filed with the court / ☐ is furnished, as a copy or information, to the persons interested in the new information identified below.
| Interested Person Served | Address | Method | Date |
|---|---|---|---|
| [________________________________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
| [________________________________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
Utah State Bar No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]
ATTACHMENTS CHECKLIST
☐ Inventory and appraisement (Schedules A–E) (Utah Code § 75-3-705)
☐ Optional appraiser's report / statement, if obtained (§ 75-3-706)
☐ Date-of-death account statements, deeds, and titles supporting valuations
☐ Supplementary inventory for after-discovered or re-valued property (§ 75-3-707)
☐ Proof of service on interested persons who requested a copy (§ 75-3-705)
SOURCES AND REFERENCES
- Utah Code § 75-3-705 — Duty of personal representative; inventory and appraisement (within three months; FMV at date of death; copy to interested persons who request; may file original with court).
- Utah Code § 75-3-706 — Employment of appraisers.
- Utah Code § 75-3-707 — Duty of personal representative; supplementary inventory.
- Utah State Courts — Informal Probate (District Court): https://www.utcourts.gov/en/self-help/case-categories/probate/informal-probate.html
About this template
- Last updated
- October 12, 2026
- Citations checked
- October 12, 2026
- Jurisdiction
- Utah
- Category
- Estate Planning & Wills
Legal authority
- Utah Code § 75-3-705 (Duty of personal representative — Inventory and appraisement; within three months; fair market value at date of death; copy to interested persons who request)
- Utah Code § 75-3-706 (Employment of appraisers)
- Utah Code § 75-3-707 (Duty of personal representative — 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
A reviewer verified this template's legal citations against the official source on October 12, 2026.
Utah Code § 75-3-705 (checked October 12, 2026): "Within three months after his appointment, a personal representative, who is not a special administrator or a successor to another representative who has previously discharged this duty, shall prepare an inventory of property owned by the decedent at the time of his 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 that may exist with reference to any item."
Utah Code § 75-3-705 (copy and filing) (checked October 12, 2026): "The personal representative shall send a copy of the inventory to interested persons who request it. He may also file the original of the inventory with the court."
Utah Code § 75-3-706 (checked October 12, 2026): "The personal representative may employ a qualified and disinterested appraiser to assist him in ascertaining the fair market value as of the date of the decedent's death of any asset the value of which may be subject to reasonable doubt. Different persons may be employed to appraise different kinds of assets included in the estate. The names and addresses of any appraiser shall be indicated on the inventory with the item or items he appraised."
Utah Code § 75-3-707 (checked October 12, 2026): "If any property not included in the original inventory comes to the knowledge of a personal representative or if the personal representative learns that the value or description indicated in the original inventory for any item is erroneous or misleading, he shall make a supplementary inventory or appraisement showing the market value as of the date of the decedent's death of the new item or the revised market value or descriptions, and the appraisers or other data relied upon, if any, and file it with the court if the original inventory was filed, or furnish copies thereof or information thereof to persons interested in the new information."
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