Estate Inventory and Appraisement (Wyoming)

Wyoming Estate Planning & Wills Updated June 14, 2026 Free Word and PDF

INVENTORY AND APPRAISEMENT OF THE ESTATE

IN THE DISTRICT COURT OF THE [JUDICIAL DISTRICT] JUDICIAL DISTRICT, STATE OF WYOMING, IN AND FOR [COUNTY] COUNTY

Party / Caption Detail
IN THE MATTER OF THE ESTATE OF: [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], Deceased
Probate No. [____________________________________]
Court District Court, [Judicial District] Judicial District, [COUNTY] County, Wyoming
Proceeding ☐ Testate ☐ Intestate
Filing ☐ Inventory (§ 2-7-403) ☐ Report of Appraisal (§ 2-7-404) ☐ Combined ☐ Amended

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], Wyoming [ZIP CODE]
Telephone / Email [________________________________]
Date of Appointment (Letters issued) [__/__/____]
Date will admitted to probate (if § 2-5-101 applies) [__/__/____]

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, Wyoming
Marital Status at Death ☐ Married ☐ Single ☐ Widowed ☐ Divorced
Social Security No. (last 4) XXX-XX-[____]

3. STATEMENT OF DUTY AND FILING DEADLINES

Inventory (Wyo. Stat. § 2-7-403). Every personal representative shall make and return to the court, within one hundred twenty (120) days after appointment, a true inventory, upon oath, of all the estate of the decedent, including the homestead, if any, that has come to the personal representative's possession or knowledge. If the inventory is not filed within 120 days, the personal representative must show the court good cause for the delay and the court determines whether to allow an extension. Where Wyo. Stat. § 2-5-101 applies, the inventory shall be filed not more than seventy-five (75) days after the will has been admitted to probate.

Report of appraisal (Wyo. Stat. § 2-7-404). Within one hundred twenty (120) days after the timely filing of the inventory, the personal representative shall file, under oath, a report of appraisal of the values of the estate assets listed in the inventory, filed with the clerk of court.

☐ This inventory is returned within 120 days after appointment (or within 75 days after the will was admitted, where § 2-5-101 applies).
☐ The court has allowed an extension of time to [__/__/____] for good cause.
☐ The report of appraisal is/will be filed within 120 days after the timely filing of the inventory.


4. APPRAISAL METHOD (Wyo. Stat. § 2-7-404)

Each asset is valued as of the date of the decedent's death. Under Wyo. Stat. § 2-7-404(a):

  • (i) For assets with a readily determinable market value, the value as of the date of death is stated in writing by one (1) disinterested person.
  • (ii) For assets without a readily determinable market value, the personal representative employs disinterested persons to determine the fair market value of each such asset as of the date of death; a separate written report for each such asset, showing the appraiser's basis, is attached.

Different persons may be employed to appraise different assets (§ 2-7-404(b)). Appraiser fees are within the personal representative's discretion, subject to the reasonableness and approval provisions of § 2-7-802(a) at the final report and accounting.

Appraiser(s) Detail
Name [APPRAISER NAME]
Address [____________________]
Items appraised [____________________]

SCHEDULE A — REAL PROPERTY (including homestead) (Wyo. Stat. § 2-7-403)

# Description / Street Address County & Parcel No. Legal Description ☐ Homestead Date-of-Death FMV Encumbrance
A-1 [________________________________] [____________________] [____________________] ☐ $[________________] $[________________]
A-2 [________________________________] [____________________] [____________________] ☐ $[________________] $[________________]
A-3 [________________________________] [____________________] [____________________] ☐ $[________________] $[________________]

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


SCHEDULE B — TANGIBLE PERSONAL PROPERTY

# Item Description VIN / Serial / Identifier Readily Determinable? Date-of-Death FMV
B-1 [Vehicle: year/make/model] [____________________] ☐ Yes ☐ No $[________________]
B-2 [Household goods & furnishings] [____________________] ☐ Yes ☐ No $[________________]
B-3 [Jewelry / art / collectibles] [____________________] ☐ Yes ☐ No $[________________]
B-4 [Livestock / farm equipment] [____________________] ☐ Yes ☐ No $[________________]
B-5 [________________________________] [____________________] ☐ Yes ☐ No $[________________]

Schedule B Subtotal: $[________________]


SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS

# Institution Account Type Acct No. (last 4) Date-of-Death FMV
C-1 [____________________] ☐ Checking ☐ Savings ☐ CD ☐ Money Market [____] $[________________]
C-2 [____________________] ☐ Checking ☐ Savings ☐ CD ☐ Money Market [____] $[________________]
C-3 Cash on hand — — $[________________]
C-4 Life/accident insurance, retirement, annuity payable to the ESTATE [____________________] [____] $[________________]

Schedule C Subtotal: $[________________]


SCHEDULE D — SECURITIES & BUSINESS INTERESTS

# Description (issuer / type / shares or units) Identifier (CUSIP / acct) Readily Determinable? Date-of-Death FMV
D-1 [Stocks (number of shares / issuer)] [____________________] ☐ Yes ☐ No $[________________]
D-2 [Bonds / mutual funds / securities] [____________________] ☐ Yes ☐ No $[________________]
D-3 [LLC / partnership / mineral or royalty interest] [____________________] ☐ Yes ☐ No $[________________]

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 [Mineral / oil & gas / royalty interests] [____________________] $[________________]
E-3 [Intellectual property / royalties] [____________________] $[________________]
E-4 [Other property] [____________________] $[________________]

Schedule E Subtotal: $[________________]


5. RECAPITULATION / SUMMARY

Schedule Description Gross FMV at Date of Death
A Real Property (including homestead) $[________________]
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 (OATH) OF PERSONAL REPRESENTATIVE (Wyo. Stat. § 2-7-403)

STATE OF WYOMING, COUNTY OF [COUNTY], ss:

I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], being first duly sworn upon oath, depose and say that I am the personal representative of the Estate of [DECEDENT FULL LEGAL NAME]; that I have made a diligent search and reasonable inquiry for the property of the decedent; and that Schedules A–E are a true inventory of all the estate of the decedent, including the homestead (if any), that has come to my possession or knowledge, to the best of my knowledge and belief.

Signature: ______________________________________

Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]

Subscribed and sworn before me on [__/__/____].

Notary Public / Clerk of District Court: ______________________________________ My commission expires: [__/__/____]


7. REPORT OF APPRAISAL (Wyo. Stat. § 2-7-404)

Personal representative's oath for report of appraisal. Complete this section when filing the appraisal report, whether with the inventory or within 120 days after timely filing the inventory.

STATE OF WYOMING, COUNTY OF [COUNTY], ss:

I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], being first duly sworn, state that the values in the schedules and attached appraisal statements and reports are the values reported for the estate assets listed in the inventory; that each asset with a readily determinable market value has a written date-of-death value statement from one disinterested person; and that a separate written report showing the basis of value is attached for each asset without a readily determinable market value.

Personal Representative Signature: ______________________________________ Date: [__/__/____]

Subscribed and sworn before me on [__/__/____].

Notary Public / Clerk of District Court: ______________________________________ My commission expires: [__/__/____]

Disinterested person's written value statement / appraiser report. Attach additional signed statements for readily priced assets and separate reports with valuation bases for other assets as needed.

I, [APPRAISER NAME], state in writing the date-of-death value of the assets identified below. For each asset without a readily determinable market value that I appraised, my separate written report states the basis for the value.

Schedule / Item Asset description Date-of-death value Readily determinable market value? Separate basis report attached?
[____] [____________________] $[____________] ☐ Yes ☐ No ☐ Yes ☐ No
[____] [____________________] $[____________] ☐ Yes ☐ No ☐ Yes ☐ No

Appraiser Signature: ______________________________________
Printed Name: [APPRAISER NAME] Address: [____________________] Date: [__/__/____]
Items appraised: [____________________] Appraisal fee (subject to § 2-7-802(a)): $[________________]


8. CERTIFICATE OF FILING / SERVICE

The inventory (Wyo. Stat. § 2-7-403) is returned to the District Court, and the report of appraisal (Wyo. Stat. § 2-7-404) is filed with the clerk of court. Record any service performed below.

Party Served / Document Filed Address / Office Method Date
Inventory — Clerk of District Court [COUNTY] County Clerk of Court ☐ E-file ☐ Hand ☐ Mail [__/__/____]
Report of Appraisal — Clerk of District Court [COUNTY] County Clerk of Court ☐ E-file ☐ Hand ☐ Mail [__/__/____]
[Interested person / heir / devisee] [____________________] ☐ Mail ☐ Email ☐ Hand [__/__/____]

Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
Wyoming State Bar No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]


ATTACHMENTS CHECKLIST

☐ Inventory returned upon oath, including homestead (Schedules A–E) (Wyo. Stat. § 2-7-403)
☐ Report of appraisal, under oath, filed with clerk of court (§ 2-7-404)
☐ Separate written appraisal reports for assets without a readily determinable value (§ 2-7-404(a)(ii))
☐ Date-of-death account statements, deeds, and titles supporting values
☐ Showing of good cause for any extension beyond 120 days (§ 2-7-403(a))


SOURCES AND REFERENCES

  • Wyo. Stat. § 2-7-403 — Return of inventory of estate by representative (within 120 days; on oath; includes homestead; failure to comply; 75-day rule where § 2-5-101 applies).
  • Wyo. Stat. § 2-7-404 — Report of appraisal; verification of values of estate assets (within 120 days after inventory; disinterested persons; filed with clerk of court).
  • Wyo. Stat. § 2-5-101 — Elective share of surviving spouse; the 75-day inventory rule is in § 2-7-403(b).
  • Wyo. Stat. § 2-7-802 — Reasonableness and approval of appraiser fees.
  • Wyoming Judicial Branch (District Court probate): https://www.courts.state.wy.us

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About this template

Last updated
June 14, 2026
Citations checked
October 1, 2026
Jurisdiction
Wyoming
Category
Estate Planning & Wills

Legal authority

  • Wyo. Stat. § 2-2-101 (District court jurisdiction over settlement of decedents' estates)
  • Wyo. Stat. § 2-7-403 (Return of inventory of estate by representative; within 120 days after appointment; on oath; includes homestead; failure to comply)
  • Wyo. Stat. § 2-7-404 (Report of appraisal; verification of values of estate assets; within 120 days after inventory; disinterested persons appraise; filed with clerk of court)
  • Wyo. Stat. § 2-5-101 (Elective share of surviving spouse; referenced by the 75-day inventory rule in § 2-7-403(b))
  • Wyo. Stat. § 2-7-802 (Reasonableness and approval of appraiser fees)

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 1, 2026.

Wyo. Stat. § 2-2-101 (checked October 1, 2026): "The district courts of the state have exclusive original jurisdiction of all matters relating to the probate and contest of wills and testaments, the granting of letters testamentary and of administration, and the settlement and distribution of decedents' estates."

Wyo. Stat. § 2-7-403(b) (checked October 1, 2026): "Anything herein to the contrary notwithstanding, in all cases to which W.S. 2-5-101 applies, the inventory shall be filed not more than seventy-five (75) days after the will has been admitted to probate."

Wyo. Stat. § 2-7-403(a) (checked October 1, 2026): "Every personal representative shall make and return to the court within one hundred twenty (120) days after his appointment a true inventory upon his oath, of all the estate of the decedent, including the homestead, if any, which has come to his possession or knowledge."

Wyo. Stat. § 2-5-101(a) (checked October 1, 2026): "If a married person domiciled in this state shall by will deprive the surviving spouse of more than the elective share, as hereafter set forth, of the property which is subject to disposition under the will"

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