Estate Inventory and Appraisement (Rhode Island)
Before filing: Ask the probate court whether it requires a prescribed inventory form under R.I. Gen. Laws § 33-22-16. For a later supplemental inventory, the Secretary of State publishes Form PC-10.4.
INVENTORY AND APPRAISEMENT OF THE ESTATE
[CITY/TOWN] PROBATE COURT, STATE OF RHODE ISLAND
1. CAPTION AND CASE INFORMATION
| Field | Detail |
|---|---|
| IN RE THE ESTATE OF: | [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], Deceased |
| Probate Court of the | ☐ City ☐ Town of [____________________], Rhode Island |
| Probate No. / Estate No. | [____________________________________] |
| Type of Administration | ☐ Testate (with will) ☐ Intestate (no will) |
2. PERSONAL REPRESENTATIVE INFORMATION
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Executor ☐ Administrator |
| Mailing Address | [STREET ADDRESS], [CITY], Rhode Island [ZIP CODE] |
| Telephone / Email | [________________________________] |
| Date of Appointment (letters issued) | [__/__/____] |
3. DECEDENT INFORMATION
| Field | Detail |
|---|---|
| Full Legal Name | [DECEDENT FULL LEGAL NAME] |
| Also Known As | [AKA(s), if any] |
| Date of Death (Valuation Date) | [__/__/____] |
| City/Town of Residence at Death | [____________________], Rhode Island |
| Marital Status at Death | ☐ Married ☐ Single ☐ Widowed ☐ Divorced |
4. STATEMENT OF DUTY AND FILING DEADLINE
Pursuant to R.I. Gen. Laws § 33-9-1, every administrator and every executor shall, within ninety (90) days after his or her appointment — or such longer period as may be allowed by the probate court — return to the probate court, under oath, a true inventory of all the personal property, both tangible and intangible, and of all claims, rights, causes of action, and other assets, other than real property, of the deceased, with an appraisement thereof as of the date of the decedent's death.
☐ This inventory and appraisement is returned within ninety (90) days after appointment.
☐ The probate court has allowed additional time to [__/__/____].
5. APPRAISAL METHOD
The values below are appraised as of the date of the decedent's death, as required by R.I. Gen. Laws § 33-9-1. If an appraiser assisted, identify that person and the items appraised:
| Appraiser (if any) | Items Appraised | Address |
|---|---|---|
| [____________________] | [____________________] | [____________________] |
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| # | Item Description | VIN / Serial / Identifier | Date-of-Death Appraised Value |
|---|---|---|---|
| B-1 | [Vehicle: year/make/model] | [____________________] | $[________________] |
| B-2 | [Household goods & furnishings] | [____________________] | $[________________] |
| B-3 | [Jewelry / watches] | [____________________] | $[________________] |
| B-4 | [Art / antiques / collectibles] | [____________________] | $[________________] |
| B-5 | [________________________________] | [____________________] | $[________________] |
Schedule B Subtotal: $[________________]
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| # | Institution | Account Type | Acct No. (last 4) | Balance at Death |
|---|---|---|---|---|
| C-1 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-2 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-3 | Cash on hand | — | — | $[________________] |
Schedule C Subtotal: $[________________]
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| # | Description (issuer / type / shares or units) | Identifier (CUSIP / acct) | Date-of-Death Appraised Value |
|---|---|---|---|
| D-1 | [Stocks (number of shares / issuer)] | [____________________] | $[________________] |
| D-2 | [Bonds / mutual funds / securities] | [____________________] | $[________________] |
| D-3 | [LLC / partnership / closely held business interest] | [____________________] | $[________________] |
Schedule D Subtotal: $[________________]
SCHEDULE E — CLAIMS, RIGHTS & OTHER ASSETS (§ 33-9-1 — claims, rights, causes of action)
| # | Description | Identifier / Source | Date-of-Death Appraised Value |
|---|---|---|---|
| E-1 | [Promissory notes / money owed to decedent + security] | [____________________] | $[________________] |
| E-2 | [Claims / causes of action / litigation rights] | [____________________] | $[________________] |
| E-3 | [Tax / utility refunds] | [____________________] | $[________________] |
| E-4 | [Intellectual property / royalties / other] | [____________________] | $[________________] |
Schedule E Subtotal: $[________________]
6. RECAPITULATION / SUMMARY
| Schedule | Category | Total Appraised Value |
|---|---|---|
| B | Tangible personal property | $[________________] |
| C | Cash, bank & financial accounts | $[________________] |
| D | Securities & business interests | $[________________] |
| E | Claims, rights & other assets | $[________________] |
| TOTAL PERSONAL PROPERTY INVENTORIED (§ 33-9-1) | $[________________] |
7. VERIFICATION / OATH OF PERSONAL REPRESENTATIVE
I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the [executor/administrator] of the Estate of [DECEDENT FULL LEGAL NAME], being duly sworn, depose and say that the foregoing is a true inventory of all the personal property, both tangible and intangible, and of all claims, rights, causes of action, and other assets, other than real property, of the deceased that have come to my knowledge or possession, with an appraisement thereof as of the date of the decedent's death, made to the best of my knowledge and ability, as required by R.I. Gen. Laws § 33-9-1.
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
State of Rhode Island, County of [____________________]
Subscribed and sworn to before me on [__/__/____].
Notary Public / Clerk of the Probate Court: ______________________________________
My commission expires: [__/__/____]
8. FILING AND COPY RECORD
This inventory and appraisement was returned to the Probate Court of the City/Town of [____________________], Rhode Island on [__/__/____]. ☐ Filed within ninety (90) days after appointment. ☐ Filed within additional time allowed by the Court through [__/__/____]. Record any copies furnished below.
| Recipient | Address | Method | Date |
|---|---|---|---|
| [Interested person / heir / legatee] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
| [________________________________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
R.I. Bar No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]
SUPPORTING MATERIALS (AS AVAILABLE OR REQUIRED BY THE COURT)
☐ Court-prescribed inventory form, if required by the municipal probate court (R.I. Gen. Laws § 33-22-16)
☐ Date-of-death account statements (Schedule C)
☐ Appraiser's report(s) for assets not readily valued (Schedule B / D)
☐ Proof of furnishing copies to interested persons
SOURCES AND REFERENCES
- R.I. Gen. Laws § 33-9-1 — return under oath within 90 days or court-allowed longer period; personal property and claims, excluding real property, appraised at death.
- R.I. Gen. Laws § 33-22-16 — probate courts may require prescribed forms.
- Secretary of State Form PC-10.4 — supplemental inventory for additional estate personal property.
- RI Secretary of State probate forms: https://www.sos.ri.gov/divisions/business-services/probate-forms
About this template
- Last updated
- October 7, 2026
- Citations checked
- October 7, 2026
- Jurisdiction
- Rhode Island
- Category
- Estate Planning & Wills
Legal authority
- R.I. Gen. Laws § 33-9-1 (Return of Inventory of Estate)
- R.I. Gen. Laws § 33-22-16 (Probate Court May Require Prescribed Forms)
Estate planning documents decide what happens to your property, your children, and your medical care when you cannot make those decisions yourself. Wills, trusts, powers of attorney, and health care directives each serve different purposes and each have to meet state law requirements for signing, witnessing, and notarization. A document that looks fine on the page but was not executed correctly can be rejected in probate, which is exactly when it is too late to fix.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on October 7, 2026.
R.I. Gen. Laws § 33-9-1 (checked October 7, 2026): "Every administrator and every executor, shall, within ninety (90) days after his or her appointment or such longer period as may be allowed by the probate court, return to the probate court, under oath, a true inventory of all the personal property"
R.I. Gen. Laws § 33-22-16 (checked October 7, 2026): "All probate courts shall also furnish the forms without charge to parties and attorneys, and may require all parties to use them."
Rhode Island Secretary of State, Form PC-10.4 (Rev. 03/21) (checked October 7, 2026): "List additional personal property for Estate:"
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