Mont. Code Ann. » TITLE 72. ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS · CHAPTER 5. UPC -- PERSONS UNDER DISABILITY GUARDIANSHIP AND CONSERVATORSHIP · Part 4. Protection of Property of Minors and Persons Under Disability
Montana Code Annotated

Mont. Code Ann. § 72-5-424 (2026)

Inventory And Records

✓ current as of May 2026
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  1. MCA Contents
  2. TITLE 72
  3. CHAPTER 5
  4. Part 4
  5. 72-5-424 Inventory and records

TITLE 72. ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS

CHAPTER 5. UPC -- PERSONS UNDER DISABILITY GUARDIANSHIP AND CONSERVATORSHIP

Part 4. Protection of Property of Minors and Persons Under Disability

Inventory And Records

72-5-424. Inventory and records. (1) Within 90 days after appointment, a conservator shall prepare and file with the appointing court a complete inventory of the estate of the protected person, together with the conservator's oath or affirmation that it is complete and accurate so far as the conservator is informed. The conservator shall provide a copy of the inventory to the protected person if the protected person can be located, has attained 14 years of age, and has sufficient mental capacity to understand these matters and to any parent or guardian with whom the protected person resides.

(2) The conservator shall keep suitable records of the conservator's administration and exhibit the records on request of any interested person.

History: En. 91A-5-418 by Sec. 1, Ch. 365, L. 1974; R.C.M. 1947, 91A-5-418; amd. Sec. 2425, Ch. 56, L. 2009.

Notes of Decisions
Cited in 7 cases (2 in the last 5 years), 1995–2025 · leading case: Redies v. Cosner, 2002 MT 86 (Mont. 2002).
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Redies v. Cosner, 2002 MT 86 (Mont. 2002). · cites it 24× “Did the District Court err in holding that the inventory requirement in § 72-5-424, MCA, is discretionary? ¶4 2. Did the District Court err in discharging the conservator and guardian without liability? I.”
In Re the Conservatorship of J.R., 2011 MT 62 (Mont. 2011). · cites it 5× “Inventory and personal property ¶50 Section 72-5-424, MCA, provides that within 90 days of appointment, a conservator is to file with the court a complete inventory of the estate of the protected person.”
Raymond v. Pickering (In Re Pickering), 182 B.R. 268 (Bankr. D. Mont. 1995). · cites it 2× “Mont.Code Ann. § 72-5-424 requires that an inventory be filed within 90 days from appointment and that the conservator maintain records.”
Redies v. Cosner, 2002 MT 86 (Mont. 2002). · cites it 24× “Did the District Court err in holding that the inventory requirement in § 72-5-424, MCA, is discretionary? ¶4 2. Did the District Court err in discharging the conservator and guardian without liability? I.”
Est. of Lewis, 2023 MT 35N (Mont. 2023). · cites it 5× “Johnson specifically objected to Langlois’s failure to comply with the accounting obligations imposed by § 72-5-424(2), MCA, his use of Barbara’s funds for personal 2 benefit, his commingling of Estate funds with his personal funds, and his improper disposal of Estate property.”
Matter of Branning, 2006 MT 106N (Mont. 2006). · cites it 4× “¶19 Karen argues on cross-appeal that the District Court erroneously allowed Nancy any costs or expenses because Nancy: 1) failed to comply with § 72-5-424(1), MCA, requiring a conservator to file with the appointing court, within 90 days after his or her appointment, a complete…”
Conservatorship of S.H.C., 2025 MT 151N (Mont. 2025). “]” The order provided for additional notice of authority exercised by the conservator “[g]iven the rift and mistrust between the siblings[.”
— Mont. Code Ann. § 72-5-424(1) — 3 cases
Redies v. Cosner, 2002 MT 86 (Mont. 2002). “Did the District Court err in holding that the inventory requirement in § 72-5-424, MCA, is discretionary? ¶4 2. Did the District Court err in discharging the conservator and guardian without liability? I.”
Redies v. Cosner, 2002 MT 86 (Mont. 2002). “Did the District Court err in holding that the inventory requirement in § 72-5-424, MCA, is discretionary? ¶4 2. Did the District Court err in discharging the conservator and guardian without liability? I.”
Matter of Branning, 2006 MT 106N (Mont. 2006). “¶19 Karen argues on cross-appeal that the District Court erroneously allowed Nancy any costs or expenses because Nancy: 1) failed to comply with § 72-5-424(1), MCA, requiring a conservator to file with the appointing court, within 90 days after his or her appointment, a complete…”
— Mont. Code Ann. § 72-5-424(2) — 3 cases
Redies v. Cosner, 2002 MT 86 (Mont. 2002). “Did the District Court err in holding that the inventory requirement in § 72-5-424, MCA, is discretionary? ¶4 2. Did the District Court err in discharging the conservator and guardian without liability? I.”
Est. of Lewis, 2023 MT 35N (Mont. 2023). “Johnson specifically objected to Langlois’s failure to comply with the accounting obligations imposed by § 72-5-424(2), MCA, his use of Barbara’s funds for personal 2 benefit, his commingling of Estate funds with his personal funds, and his improper disposal of Estate property.”
Redies v. Cosner, 2002 MT 86 (Mont. 2002). “Did the District Court err in holding that the inventory requirement in § 72-5-424, MCA, is discretionary? ¶4 2. Did the District Court err in discharging the conservator and guardian without liability? I.”
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