Detailed Answer
Under Nevada law, a personal representative must prepare and file financial statements—called an inventory, appraisal and account—to show how estate assets were managed. Nevada Revised Statutes (NRS) require the following:
- Within 3 months after appointment, file an Inventory and Appraisal of estate assets with the court: see NRS 147.095.
- Before final distribution, file a Final Account listing all receipts, disbursements and distributions: see NRS 147.085.
Anyone who qualifies as an “interested person” has the right to inspect and copy these court filings. Under NRS 147.010(11), this includes heirs, beneficiaries, creditors and devisees.
To obtain a copy of the accounting, follow these steps:
- Submit a written request to the personal representative. Specify which documents you want (inventory or final account).
- If the representative fails to respond within 14 days, you may petition the probate court to compel production. The court may order compliance under NRS 147.185.
- If necessary, file objections to the account. Objections must state specific grounds and be filed before court approval of the account (see NRS 147.095 and local rules).
In most cases, the personal representative must provide copies at their expense or charge reasonable copying fees approved by the court. Refusal to comply can delay estate administration and expose the representative to removal or surcharge.
Helpful Hints
- Confirm you qualify as an “interested person” under NRS 147.010(11).
- Keep copies of all written requests and proof of delivery.
- Ask for digital copies if you prefer an electronic file format.
- If the representative charges high fees, seek court review of those charges.
- Consult a probate attorney if the representative refuses or disputes your right to the accounting.
Disclaimer: This article is for informational purposes only and does not constitute legal advice. For advice specific to your situation, consult a qualified Nevada probate attorney.