Estate Inventory and Appraisement Requirements in Missouri
At a glance
| Governing law and administration type | Probate administration; court-returned combined inventory and appraisement (Mo. Rev. Stat. § 473.233) |
|---|---|
| Who prepares, signs, and verifies | Representative and appraisers annex full-inventory/appraisement affidavit; representative adds debt/contract affidavit (§ 473.237) |
| Deadline, trigger, and extension | 30 days after letters granted; court may grant longer time; additional inventory has no stated clock (§§ 473.233.1, 473.240) |
| Court filing or private delivery | Make and return initial instrument; file similar additional inventory; no private initial route (§§ 473.233.1, 473.240) |
| Property scope, exclusions, and encumbrances | All decedent property including exempt; 7 classes, liens/charges; possessed-not-owned property listed separately (§ 473.233.1) |
| Valuation date and method | Authorized appraiser uses death-date fair market value for doubtful asset; no separate date/method stated for other values (§ 473.233.2) |
| Appraiser requirement and qualifications | Judge/clerk may authorize qualified, disinterested appraiser when necessary; identify by item; affidavit required (§§ 473.233.2, 473.237) |
| Recipients, confidentiality, and access | Court-filed; independent representative later mails original/supplementary/corrected inventories with closing papers (§ 473.840.3) |
| Correction, supplementation, and noncompliance | Additional inventory for later-known property; corrected inventory recognized without trigger; letters may be revoked for duty failure (§§ 473.240, 473.840.3, 473.140) |
Requirements one by one
Combined filing and 30-day clock
Mo. Rev. Stat. § 473.233 requires one written instrument combining the inventory and appraisement. The representative must make and return it within 30 days after letters are granted, unless the court grants a longer time.
This is a court-returned inventory. The statute provides no alternative initial route based on privately serving the instrument instead of returning it.
Property classes and ownership disclosures
The inventory covers all decedent property, including exempt property, that comes to the representative's possession or knowledge, plus all other property the decedent possessed at death. It states known encumbrances, liens, and other charges and sorts property into seven statutory classes.
The classifications add details that a generic asset list can miss. Real estate uses a plat or survey description, location information, and any popular name. Stock identifies the issuer, share count, and class. Debt instruments identify the debtor, interest due, recording data, and other identifiers. A partnership interest states the decedent's proportionate share and net value, without itemizing partnership assets.
Property possessed but not owned by the decedent is still listed, but separately, with the representative's knowledge about ownership. Furniture, household goods, and wearing apparel do not require a detailed item-by-item listing or appraisement.
Affidavits and optional appraisal help
Under Mo. Rev. Stat. § 473.237, the representative and any appraisers annex an affidavit covering the inventory's completeness and the appraisement of property subject to appraisal. The representative adds a second affidavit disclosing any debt or contract obligation to the decedent. The representative may administer the oaths required by §§ 473.233 and 473.237; the statute does not require a notary to administer them.
A judge or clerk may authorize a qualified and disinterested appraiser when it appears necessary for an asset whose value may reasonably be in doubt. That appraiser determines fair market value as of death. Different appraisers may handle different asset types, and each name and address appears with the relevant items.
The inventory statutes do not separately state a valuation date or measure for an item the representative values without this authorized appraiser route.
Later property, corrected inventories, and enforcement
Mo. Rev. Stat. § 473.240 requires a similar additional inventory and appraisement when other real or personal estate later comes into the representative's possession or knowledge. It states no separate number of days for that filing.
Section 473.840.3 recognizes supplementary and corrected inventories in independent administration and requires copies to be mailed to each interested party with the closing papers. It does not supply the trigger or deadline for a corrected inventory.
Under Mo. Rev. Stat. § 473.140, failure to discharge official duties is one ground on which the court may revoke letters after the stated complaint, notice, and hearing procedure.
What trips people up
Encumbrances are separate disclosures. Section 473.233 does not direct the representative to subtract them from every property's appraised value or produce a statutory net-estate total.
The affidavit provision does not require an outside notary. Section 473.237 expressly allows the administrator or executor to administer the required oaths.
Later-discovered property belongs under § 473.240, not § 473.233. Missouri calls for a similar additional inventory and appraisement but gives it no separate deadline.
Common questions
Must household goods be itemized one by one?
No. Section 473.233 expressly says furniture, household goods, and wearing apparel require neither a detailed appraisement nor a detailed listing.
Is a professional appraiser always required?
No. A judge or clerk may authorize a qualified, disinterested appraiser when it appears necessary for a reasonably doubtful value.
Who receives a copy of the inventory?
The initial statute requires the inventory to be returned to the court and states no universal initial service list. In independent administration, § 473.840.3 later requires original, supplementary, and corrected inventory copies to be mailed to interested parties with the closing papers.
Statutes and sources
- Mo. Rev. Stat. § 473.233 — deadline, combined instrument, property scope and classes, encumbrances, and optional authorized appraisers: https://revisor.mo.gov/main/OneSection.aspx?section=473.233 (accessed 2026-08-10).
- Mo. Rev. Stat. § 473.237 — representative and appraiser affidavits, representative debt/contract disclosure, and oath administration: https://revisor.mo.gov/main/OneSection.aspx?section=473.237 (accessed 2026-08-10).
- Mo. Rev. Stat. § 473.240 — additional inventory and appraisement for later property: https://revisor.mo.gov/main/OneSection.aspx?section=473.240 (accessed 2026-08-10).
- Mo. Rev. Stat. § 473.840.3 — independent-administration closing copies of original, supplementary, and corrected inventories: https://revisor.mo.gov/main/OneSection.aspx?section=473.840 (accessed 2026-08-10).
- Mo. Rev. Stat. § 473.140 — revocation of letters for failure to discharge official duties and other grounds: https://revisor.mo.gov/main/OneSection.aspx?section=473.140 (accessed 2026-08-10).
Source links
Every statute quoted above, linked, with the date we checked it.
What does Missouri law mean for your facts?
You just read the general rule. Ask your own question and see which parts of current Missouri law apply to your situation, with citations you can check.
Opens in Ezel Pro.
- Starts from the statutes this survey is built on
- Cites every source it relies on, so you can verify it
- Chat, drafting and research in one workspace