Inventory of Decedents Estate

Thursday, March 27, 2014

Filing the Inventory: Probate Filing

Every Executor and Administrator is required to file an Inventory with the Commissioner of Accounts Probate Section within 4 months of qualification. Because every Accounting that subsequently will be filed is based on the numbers provided in the inventory, it is critical to (i) properly list the correct assets in the correct section of the inventory and (ii) list those assets at the correct values.
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Tuesday, January 21, 2014

Inventory for Decedent’s Estate

Personal Representatives in Virginia are required to file an Inventory for the estate within 4 months  of qualification. The probate clerk, at the appointment for qualification, should have provided the personal representative with a Qualification Packet with instructions for filing the Inventory. Instructions can also be found at the following link Inventory for Decedent’s Estate (Instructions)

The Inventory should be filed with the Commissioner of Accounts for the county/city where the personal representative qualified. The Inventory should not be filed with the Probate Clerk. The Probate Clerk and the Commissioner’s offices are separate and distinct offices.  A list of Virginia Commissioner’s of Accounts can be found at the following link Commissioner of Accounts (Addresses)

Because the Inventory instructions have been provided in the above link, this blog will not go over the instructions for completing the Inventory. Instead, this blog will provide two helpful tips for completing the Inventory correctly.

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The Lenzi Law Firm, PLLC assists clients throughout Northern Virginia and Washington D.C. including Fort Washington, Falls Church, Ft. Myer, Vienna, Rosslyn, Springfield, Mount Vernon, Annandale, Fort Belvoir, Fairfax, Dunn Loring, Merrifield, McLean, Oakton, Reston, Burke, Great Falls, Fredericksburg, Stafford and Herndon in Arlington County, Alexandria County, & Fairfax County.

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