Within 90 days after receiving letters testamentary or letters of administration, the representative of the estate must file an Inventory, Appraisement, & List of Claims. This document must be signed under oath.
Under certain conditions, the representative of the estate may file an affidavit in lieu of the inventory. The affidavit is due on the date the inventory is due.
1. The affidavit must state:
- that there are no unpaid debts except for secured debts, taxes, and expenses of administration.
- that all beneficiaries entitled to an inventory have received one.
2. A beneficiary is not entitled to an inventory if
- The beneficiary is entitled to less than $2,000 in gifts;
- The beneficiary has received all gifts before the affidavit is filed; or
- The beneficiary has waived the inventory in writing.
3. Any person interested in the estate may request an inventory.
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