Estate Inventory and Appraisement Requirements in Rhode Island
At a glance
| Governing law and administration type | Municipal-probate-court inventory under R.I. Gen. Laws §§ 33-9-1 to -4; ordinary executor/administrator administration; small-estate procedure excluded |
|---|---|
| Who prepares, signs, and verifies | Executor/administrator returns true inventory under oath and ordinarily appraises; court may appoint 1+ appraisers, who are sworn; public supplement form has fiduciary/appraiser signatures and notary (§§ 33-9-1, -4) |
| Deadline, trigger, and extension | Within 90 days after appointment; probate court may allow a longer period, with no statutory extension standard; public supplement has no separate deadline (§ 33-9-1) |
| Court filing or private delivery | Return to city/town probate court; court accepts/allows inventories and clerk records them; no private-delivery alternative stated (§§ 33-9-1; 8-9-7, 8-9-9) |
| Property scope, exclusions, and encumbrances | All tangible/intangible personal property, claims, rights, causes of action, and other assets except real property; ordinary apparel excluded, but jewels/watches included; no encumbrance schedule stated (§§ 33-9-1, -2) |
| Valuation date and method | Appraisement as of death; executor/administrator appraises; § 33-9-1 states no fair-market-value or other valuation metric (§§ 33-9-1, -4) |
| Appraiser requirement and qualifications | PR appraises by default; on interested party's petition court may appoint 1+ appraisers for specified assets; court appraisers sworn, with no disinterest/qualification rule stated (§ 33-9-4) |
| Recipients, confidentiality, and access | Inventory is court-returned and clerk-recorded; cited statewide authorities state no beneficiary-copy duty or inventory-specific confidentiality/sealing rule (§§ 8-9-7, 8-9-9, 33-9-1) |
| Correction, supplementation, and noncompliance | Public PC-10.4 lists additional personal property and values under oath; no statewide correction trigger/deadline stated; party in interest may seek citation for neglected inventory, and probate court may remove (§ 8-9-9; PC-5.2) |
Requirements one by one
The return is oath-backed and due in 90 days
R.I. Gen. Laws § 33-9-1 requires every executor and administrator to return a true inventory under oath to the municipal probate court within 90 days after appointment. The probate court may allow a longer period, but the statute does not state an extension standard.
The probate court accepts and allows inventories under § 8-9-9, and the clerk records them under § 8-9-7. The cited statewide authorities do not create a private-delivery alternative, a beneficiary-copy duty, or an inventory-specific confidentiality or sealing rule.
Real property does not belong in this statutory inventory
Section 33-9-1 covers tangible and intangible personal property and all claims, rights, causes of action, and other assets except real property. It requires an appraisement as of the date of death but does not prescribe fair market value, gross value, net value, or another valuation metric, and it does not require an encumbrance schedule.
R.I. Gen. Laws § 33-9-2 also excludes the decedent's wearing apparel from the inventory and creditor assets. Jewels and watches are expressly outside that apparel exclusion.
The representative appraises unless the court appoints appraisers
Under R.I. Gen. Laws § 33-9-4(a), the executor or administrator appraises the property in the inventory. On a party in interest's petition, the court may appoint one or more appraisers for the assets specified in the petition. Those court appraisers swear to faithful performance.
Section 33-9-4 does not prescribe professional qualifications or disinterest, and it does not authorize the representative simply to replace the statutory appraiser arrangement with a privately selected appraiser certificate.
The public supplement form addresses additional personal property
Public statewide Form PC-10.4 is a Supplemental Inventory tied to § 33-9-1. It lists additional estate personal property and each asset's value, provides signature lines for the fiduciary and appraiser, and includes a notarized oath or affirmation. It does not list real estate for a decedent's estate.
Neither Chapter 33-9 nor the public form states a fixed supplement deadline or a general trigger for correcting an erroneous original value. Local filing requirements remain relevant because Rhode Island probate courts are municipal.
A party in interest may seek a citation for neglect
Public statewide Form PC-5.2 allows a party in interest to petition for a citation when the fiduciary has neglected to file an inventory, render an account, or both. Section 8-9-9 also gives the probate court power to remove an executor or administrator, without stating that every late inventory produces automatic removal.
What trips people up
Death-date appraisement is not statutory fair-market-value language. Section 33-9-1 sets the date but does not define the valuation measure.
The representative is the default appraiser. Independent appraisers enter through an interested party's petition and court appointment, and the appointed appraisers are sworn.
The public supplemental form and court-only universal inventory are different. The Secretary of State makes PC-10.4 public, while identifying the universal inventory as accessible only to probate courts and authorized staff.
Common questions
Does the Rhode Island inventory include real estate?
No. Section 33-9-1 expressly excludes real property from this inventory.
Is an outside appraiser always required?
No. The executor or administrator appraises by default. The court may appoint one or more appraisers after a party in interest petitions.
Can the probate court allow more than 90 days?
Yes. Section 33-9-1 permits a longer period allowed by the court, but does not state the governing standard.
Statutes and sources
- R.I. Gen. Laws § 33-9-1 — 90-day oath-backed return, extension, personal- property scope, real-property exclusion, and death-date appraisement: https://webserver.rilegislature.gov/Statutes/TITLE33/33-9/33-9-1.htm (accessed 2026-08-10).
- R.I. Gen. Laws § 33-9-2 — wearing-apparel exclusion and jewels/watches exception: https://webserver.rilegislature.gov/Statutes/TITLE33/33-9/33-9-2.htm (accessed 2026-08-10).
- R.I. Gen. Laws § 33-9-4 — representative appraisal and petition-based, sworn court appraisers: https://webserver.rilegislature.gov/Statutes/TITLE33/33-9/33-9-4.htm (accessed 2026-08-10).
- R.I. Gen. Laws §§ 8-9-7 and 8-9-9 — clerk recording, probate-court acceptance/allowance, and removal power: https://webserver.rilegislature.gov/Statutes/TITLE8/8-9/8-9-7.htm and https://webserver.rilegislature.gov/Statutes/TITLE8/8-9/8-9-9.htm (accessed 2026-08-10).
- Rhode Island Probate Forms PC-10.4 and PC-5.2 — public supplemental- inventory fields and petition for citation after inventory neglect: https://docs.sos.ri.gov/documents/BusinessServices/PC10.4-supplemental-inventory.pdf and https://docs.sos.ri.gov/documents/BusinessServices/PC5.2-petition-to-render-inventory-and-account.pdf (accessed 2026-08-10).
Source links
Every statute quoted above, linked, with the date we checked it.
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