Duties of Personal Representative
No bond is required of a personal representative who is administering an estate under the guidelines
of this brochure. However, the personal representative is acting as a trustee of the estate property. If
the exercise of power concerning the estate is improper, the personal representative is liable to
interested persons for loss or damage resulting from the improper conduct.
The duties of a personal representative appear in Chapter 30.1-18 of the North Dakota Century Code. A
personal representative must keep accurate records of all receipts and disbursements (Form 14). The
personal representative should keep estate property separate from his or her own property until the
assets are distributed. Although the assistance of an attorney is not required for informal proceedings,
the personal representative should consult with an attorney if uncertain how to proceed.
A. Times within which certain steps must be taken.
1. Within 30 days after appointment, prepare Notice and Information to Heirs and Devisees
(Form 5). Send copy to each heir and devisee [N.D.C.C. 30.1-18-05, see also 30.1-14-06].
2. Within six months after appointment or nine months after the death of the decedent, whichever is
later, prepare inventory (Form 10). File the original inventory with district court [N.D.C.C.
30.1-18-06]. If the inventory is not filed with the court, mail a copy of the inventory to each of the
heirs in an intestate estate or to each of the devisees if a will has been probated, and to any other
interested persons who request a copy.
3. After appointment, send Affidavit Forwarding Application to Human Services (Form 7), copy of
application for appointment (Form 2 or 17), and a list of surviving joint tenants to the Department of
Human Services, State Capitol, Bismarck, ND 58505 [N.D.C.C. 50-06.3-07].
4. Within three months after mailing Notice to Creditors (Form 6) to creditors who are known to the
Personal Representative and after first publication of Notice to Creditors, or within three years after
decedent's death if notice to creditors has not been published and mailed, creditors must file any
claims against the estate [N.D.C.C. 30.1-19-01; N.D.C.C. 30.1-19-03].
5. Within 60 days after the time for original presentation of a claim has expired, if the claim is to be
disallowed, it must be disallowed in writing or will be deemed to be approved and must then be paid
[N.D.C.C. 30.1-19-06].
6. Within nine months after decedent's death, if filing requirement exists
(1)
U.S. Estate Tax Return and
supporting documents must be filed and tax paid.
7. Within 15 months after decedent's death, if U.S. Estate Tax Return was filed, the N.D. Estate Tax
Return and supporting documents must be filed and tax paid [N.D.C.C. 57-37.1-07].
8. Within three years after decedent's death, creditors may file claims in estates in which Notice to
Creditors was not published [N.D.C.C. 30.1-19-03].
(Revised 9/4/2019)