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Decedent's Estate Inventory

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NOTICE OF NON-APPEARANCE HEARING PURSUANT TO C.R.P.P. 8.8

Court Address:

County, Colorado

In the Interest of:

In the Matter of the Estate of:

Attorney or Party Without Attorney (Name and Address):

Phone Number:

E-mail:

FAX Number:

Atty. Reg. #:

▲
▲

COURT USE ONLY

Case Number:

Division

Courtroom

NOTICE OF NON-APPEARANCE HEARING PURSUANT TO C.R.P.P. 8.8
****** Attendance at this hearing is not required or expected. *******

To All Interested Persons:

A non-appearance hearing on (name of

Motion/Petition and proposed Order) is set at the following date, time and location:

Date: (Select a future date - No less than 14 days from service)

Time:

Address:

Date:

Signature of Person Giving Notice or Attorney for Person Giving Notice

***** IMPORTANT NOTICE*****

Any interested person wishing to object to the requested action set forth in the attached Motion/Petition and proposed Order must file a written objection with the Court on or before the hearing and must furnish a copy of the objection to the person requesting the court order. JDF 722 (Objection form) is available on the Colorado Judicial Branch website (www.courts.state.co.us). If no objection is filed, the Court may take action on the Motion/Petition without further notice or hearing. If any objection is filed, the objecting party must, within 14 days after filing the objection, set the objection for an appearance hearing. Failure to timely set the objection for an appearance hearing as required shall result in the dismissal of the objection with prejudice without further hearing.

CERTIFICATE OF SERVICE

I certify that on (date) a copy of this Notice along with the Motion/Petition and

proposed Order identified above was served on each of the following:

Name of Person to Whom you are Sending this Document Relationship Address Manner of Service*

*Insert one of the following: Hand Delivery, First-Class Mail, Certified Mail, E-Served or Faxed.

Signature

Note: Do not set matters on the non-appearance docket, unless they are expected to be routine and unopposed.

JDF 712 R1-12 NOTICE OF NON-APPEARANCE HEARING PURSUANT TO C.R.P.P. 8.8

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What the Decedent's Estate Inventory Is and When It’s Used

A Decedent's Estate Inventory is a formal record prepared by an executor or personal representative that lists a deceased person's assets, liabilities, and supporting documentation for probate and estate administration. The inventory typically includes real property, bank accounts, investment and retirement accounts, personal property, outstanding debts, and creditor claims. Courts use the inventory to determine estate value for creditor notice, tax reporting, and distribution to beneficiaries; trustees, fiduciaries, and tax professionals also rely on it during estate settlement.

Why a Complete Inventory Matters for Probate and Tax Compliance

A complete inventory documents estate value, supports creditor notices and tax filings, reduces disputes, and protects the executor from personal liability. It establishes a transparent record for probate courts and provides the factual basis for estate tax returns and final accounting.

Why a Complete Inventory Matters for Probate and Tax Compliance

Primary Users and Parties Who Rely on the Inventory

Executors and fiduciaries prepare and submit the inventory to probate courts and stakeholders.

  • Executor or Personal Representative — Responsible for compiling asset and liability lists, obtaining valuations, and filing with the probate court within state-mandated timeframes.
  • Estate Attorney or Probate Counsel — Reviews the inventory for legal sufficiency, prepares filings, and advises on creditor notices and tax obligations.
  • Banks and Financial Institutions — Require inventories and proof of executor authority to release funds or transfer accounts to heirs.

Essential Parts of a Professional Decedent's Estate Inventory

A professional inventory organizes information so courts and third parties can verify value, ownership, and claims. Each section should be complete, dated, and supported by documents.

Decedent Details

Full legal name, date of death, Social Security number, last residence, and probate case number when available; these identifiers link the inventory to official records and tax filings.

Real Property

Street address, legal description, parcel number, deed reference, estimated fair market value, and recent appraisal or county assessor documentation to support valuation.

Bank & Financial Accounts

Bank name, account number suffix, account type, current balance, and statements; include brokerage accounts, retirement plans, and custodial accounts with beneficiary designations.

Personal Property

Vehicles, jewelry, collectibles, and household items listed with brief descriptions, serial numbers when applicable, and estimated values or appraisals.

Liabilities

Mortgages, loans, credit card balances, medical bills, and outstanding taxes with creditor names, account numbers, and current balances for claim reconciliation.

Supporting Documents

Attach death certificate, wills or codicils, deeds, titles, account statements, appraisals, and any power of attorney or trust documents that affect asset ownership.

Sensitive Data to Protect in the Inventory

Social Security Number: Full SSN or redacted version for public filings
Account Numbers: Bank and brokerage suffixes only where possible
Property Identifiers: Parcel and deed numbers
Personal Identifiers: Dates of birth and last residence
Health-related Records: Medical bills or HIPAA-protected info
Appraisals & Valuations: Professional reports and estimates

Step-by-Step: Preparing a Complete Inventory

Follow these practical steps to assemble a court-ready inventory.

  • 01
    Gather documents: Collect bank statements, deeds, titles, and bills before listing assets.
  • 02
    List assets: Record each asset with description, identifier, and estimated value.
  • 03
    Attach support: Include appraisals, statements, and the death certificate as exhibits.
  • 04
    File and serve: Submit to the probate clerk and distribute copies to required parties.

Online Setup Options for Completing the Inventory

If using an online form or eSignature platform, configure authentication, fields, and audit settings before sending.

Field Configuration
Authentication Email or SMS code verification preferred
Signature type Allow typed, drawn, or PKI signatures
Template reuse Create reusable template for estates
Audit trail Capture IP, timestamps, and signer emails

Where to File and Who to Send the Inventory To

The inventory is typically filed with the probate court where the decedent resided and shared with creditors and beneficiaries.

  • File with court: Submit the inventory to the county probate clerk handling the estate.
  • Serve beneficiaries: Provide each named beneficiary with a copy or notice per local rules.
  • Notify creditors: Publish or mail creditor notices as required by statute.
  • Retain originals: Keep signed originals and supporting documents for the estate file.

Technical Requirements and File Formats for Electronic Submission

Use common document formats and secure authentication when submitting electronically.

  • Accepted formats: PDF, Word DOCX, and scanned TIFF files
  • Integrations: Connectors for Google Workspace, Microsoft 365, and document storage
  • Authentication: Email, SMS code, or stronger MFA

Common Deadlines and Timing Expectations

Deadlines vary by jurisdiction and estate complexity; consult local court rules and tax authorities to confirm specific dates.

Probate inventory deadline:

Varies by state; commonly required within 60–120 days of appointment

Creditor notice period:

Typically 3–6 months for claims, depending on state law

Estate tax return (Form 706):

Due nine months after decedent's death (IRS federal deadline)

Income tax filings:

File final income tax returns by usual tax deadlines

Record retention:

Keep originals until probate closes; follow statutory retention thereafter

Consequences of Incomplete or Incorrect Inventories

Probate delays: Court may delay administration
Tax penalties: IRS fines for late or incorrect returns
Creditor claims: Missing liabilities increase estate exposure
Personal liability: Executor may face claims for errors
Increased costs: Additional appraisals and attorney time
Distribution disputes: Beneficiary litigation risk

Practical Tips to Prepare an Accurate, Court-Ready Inventory

Adopt consistent documentation practices to reduce errors and downstream legal costs when administering an estate.

Verify beneficiary designations
Check payable-on-death and transfer-on-death designations before listing accounts; these designations can supersede probate distributions and avoid confusion during settlement.
Obtain certified valuations
Use qualified appraisers for real property and high-value personal items; attach appraisal reports to support fair market values for tax and distribution.
Keep originals secure
Store original deeds, titles, and signed inventory in a safe location; provide certified copies to the court and authorized institutions as required.
Document the methodology
Record how values were estimated and which statements or appraisals were used; transparent methodology reduces disputes and supports fiduciary accounting.

Real-World Inventory Scenarios

Two common estate scenarios illustrate how an inventory supports probate, tax filings, and distribution.

Small Estate Example

Executor compiles bank accounts and household items in a single list for quick probate

  • Estate value under the state threshold for simplified administration
  • The concise inventory, with bank statements and a death certificate attached, enabled a streamlined probate procedure and timely distribution to heirs.

Real Property Focus

Estate includes multiple parcels requiring appraisal and mortgage reconciling

  • Appraisals obtained for each parcel
  • Detailed property descriptions, assessor records, and appraisals supported accurate estate valuation and informed sale decisions to satisfy creditor claims and equalize beneficiary inheritances.

Key Milestones in the Inventory and Probate Timeline

Track these sequential milestones from appointment through final distribution to stay on schedule and meet statutory duties.

01

Appointment of Executor

Court issues letters testamentary or administration after petition is granted.

02

Inventory Preparation

Executor compiles and documents all assets and liabilities for court review.

03

Filing with Court

Submit inventory and supporting documents to the probate clerk as required.

04

Final Distribution

After claims and taxes are resolved, distribute assets and file final accounting.

Frequently Asked Questions About the Decedent's Estate Inventory

Answers to common questions about preparation, signatures, filing, and corrections to help executors navigate administrative tasks and legal requirements.


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