Get Persi Estate Inventory Form

If estate accounts are withheld or are incomplete, a beneficiary can apply to the Probate Registry for an “inventory and account”, which obliges the personal representatives to provide the relevant information. On most occasions, receiving a court summons is sufficient to get the personal representatives to comply.

Generally speaking, the only people who are entitled to see Estate Accounts during Probate are the Residuary Beneficiaries of the Estate.

In appropriate cases the Court can order an Executor to provide an Inventory and Account which is in effect a statement on oath setting out full details of the Estate and a Court can order that the costs of such an application be paid by an Executor personally.

Inventory values are used to determine the number of probate court fees. They also form the new cost-basis for probate assets passed onto the decedent's heirs. This is why you need to ensure the individual named as a personal representative in your will is responsible and capable of complying with the law.

In appropriate cases the Court can order an Executor to provide an Inventory and Account which is in effect a statement on oath setting out full details of the Estate and a Court can order that the costs of such an application be paid by an Executor personally.

The Inventory of Estate is a list of all the property, assets, money and income owned or due to the deceased and any expenditure and debts due by the deceased at the date of death.