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Florida Statute 733.604 - Full Text and Legal Analysis
Florida Statute 733.604 | Lawyer Caselaw & Research
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The 2025 Florida Statutes

Title XLII
ESTATES AND TRUSTS
Chapter 733
PROBATE CODE: ADMINISTRATION OF ESTATES
View Entire Chapter
733.604 Inventories and accountings; public records exemptions.—
(1)(a) Unless an inventory has been previously filed, a personal representative shall file a verified inventory of property of the estate, listing it with reasonable detail and including for each listed item its estimated fair market value at the date of the decedent’s death.
(b)1. Any inventory of an estate, whether initial, amended, or supplementary, filed with the clerk of the court in conjunction with the administration of an estate is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution.
2. Any inventory of an elective estate, whether initial, amended, or supplementary, filed with the clerk of the court in conjunction with an election made in accordance with part II of chapter 732 is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution.
3. Any accounting, whether interim, final, amended, or supplementary, filed with the clerk of court in an estate proceeding is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution.
4. Any inventory or accounting made confidential and exempt by subparagraph 1., subparagraph 2., or subparagraph 3. shall be disclosed by the custodian for inspection or copying:
a. To the personal representative;
b. To the personal representative’s attorney;
c. To an interested person as defined in s. 731.201; or
d. By court order upon a showing of good cause.
5. These exemptions apply to any inventory or accounting filed before, on, or after July 1, 2009.
(2) If the personal representative learns of any property not included in the original inventory, or learns that the estimated value or description indicated in the original inventory for any item is erroneous or misleading, the personal representative shall file a verified amended or supplementary inventory showing any new items and their estimated value at the date of the decedent’s death, or the revised estimated value or description.
(3) Upon written request to the personal representative, a beneficiary shall be furnished a written explanation of how the inventory value for an asset was determined, or, if an appraisal was obtained, a copy of the appraisal, as follows:
(a) To a residuary beneficiary or heir in an intestate estate, regarding all inventoried assets.
(b) To any other beneficiary, regarding all assets distributed or proposed to be distributed to that beneficiary.

The personal representative must notify each beneficiary of that beneficiary’s rights under this subsection. Neither a request nor the failure to request information under this subsection affects any rights of a beneficiary in subsequent proceedings concerning any accounting of the personal representative or the propriety of any action of the personal representative.

History.—s. 1, ch. 74-106; s. 76, ch. 75-220; s. 1, ch. 80-127; s. 4, ch. 84-106; s. 1, ch. 85-72; s. 29, ch. 85-342; s. 68, ch. 87-226; s. 28, ch. 95-401; s. 1003, ch. 97-102; s. 13, ch. 97-240; s. 127, ch. 2001-226; s. 1, ch. 2009-230; s. 1, ch. 2014-82.
Note.—Created from former s. 733.03.

F.S. 733.604 on Google Scholar

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Amendments to 733.604


Annotations, Discussions, Cases:

Cases Citing Statute 733.604

Total Results: 25  |  Sort by: Relevance  |  Newest First

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Cody v. Cody, 127 So. 3d 753 (Fla. 1st DCA 2013).

Cited 6 times | Published | Florida 1st District Court of Appeal | 2013 WL 6171299, 2013 Fla. App. LEXIS 18792

...he jurisdiction of the court. In *756 stead, the brothers complained that Buford Cody had been disposing estate assets pri- or to being appointed PR by the court and without proper accounting of the value of the assets and proceeds of the sales. See § 733.604, Fla....
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In Re Amendments to Florida Rule of Jud. Admin. 2.420, 31 So. 3d 756 (Fla. 2010).

Cited 5 times | Published | Supreme Court of Florida | 35 Fla. L. Weekly Supp. 180, 2010 Fla. LEXIS 405, 2010 WL 958075

...providers. § 397.501(7), Fla. Stat. (x) Identifying information in clinical records of detained criminal defendants found incompetent to proceed or acquitted by reason of insanity. § 916.107(8), Fla. Stat. (xi) Estate inventories and accountings. § 733.604(1), Fla....
...oviders. § 397.501(7), Fla. Stat. _____ Identifying information in clinical records of detained criminal defendants found incompetent to proceed or acquitted by reason of insanity. § 916.107(8), Fla. Stat. _____ Estate inventories and accountings. § 733.604(1), Fla....
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In Re Amendments to Florida Rule of Jud. Admin. 2.420, 68 So. 3d 228 (Fla. 2011).

Cited 2 times | Published | Supreme Court of Florida | 36 Fla. L. Weekly Supp. 414, 2011 Fla. LEXIS 1573, 2011 WL 2637473

...oviders. § 397.501(7), Fla. Stat. _____ Identifying information in clinical records of detained criminal defendants found incompetent to proceed or acquitted by reason of insanity. § 916.107(8), Fla. Stat. _____ Estate inventories and accountings. § 733.604(1), Fla....
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Richard & Chernecky v. Richard, 193 So. 3d 964 (Fla. 3d DCA 2016).

Cited 1 times | Published | Florida 3rd District Court of Appeal | 2016 WL 2340787, 2016 Fla. App. LEXIS 6747

...the estate of the decedent . . . as expeditiously and efficiently as is consistent with the best interests of the estate,” § 733.602(1), and to “promptly publish a notice to creditors.” § 733.2121. CONCLUSION 7 By way of example, section 733.604 imposes a duty upon a personal representative to “file a verified inventory of property of the estate.” Under Karen’s dichotomous construction, if the personal representative, prior to appointment, files the verified inventory,...
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In re Amendments to the Florida Prob. Rules, 912 So. 2d 1178 (Fla. 2005).

Published | Supreme Court of Florida | 30 Fla. L. Weekly Supp. 666, 2005 Fla. LEXIS 1917, 2005 WL 2385258

...n of the court. Rule 5.040(a)(3)(C); ch. 48, Fla. Stat. Process and Service of Process; ch. 49, Fla. Stat., Constructive Service of Process. An inventory of the elective estate should be afforded the same confidentiality as other estate inventories. § 733.604(1) and (2), Fla....
...Valuation of property used to satisfy elective share. § 732.2125, Fla. Stat. Right of election; by whom exercisable. § 732.2135, Fla. Stat. Time of election; extensions; withdrawal. § 732.2145, Fla. Stat. Order of contribution; personal representative’s duty to collect contribution. § 733.604, Fla....
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Florida Bar, 537 So. 2d 500 (Fla. 1988).

Published | Supreme Court of Florida | 13 Fla. L. Weekly 601, 1988 Fla. LEXIS 1463, 1988 WL 143178

...rsary rules. 1988 Revision: Editorial change in caption of (a). Committee notes revised. Citation form change in committee notes. Statutory References F.S. 731.104 Verification of documents. F.S. 731.201 General definitions. F.S. 733.202 Petition. F.S. 733.604(2) Inventory....
...Rule History 1984 Revision: New rule. Paragraph (c) is same as former FPR 5.040(d). *508 1988 Revision: Committee notes revised. Citation form changes in committee notes. Statutory References F.S. 731.201 General definitions. F.S. 731.301 Notice; method and time; proof. F.S. 733.604(2) Inventory....
...732.803 Charitable devises. F.S. 732.901 Production of wills. F.S. 733.104 Suspension of statutes of limitation in favor of the personal representative. F.S. 733.212 Notice of administration; filing of objections and claims. F.S. 733.508 Accounting upon removal. F.S. 733.604 Inventory....
...he more important steps and acts of administration. 1977 Revision: Citation form change in committee note. 1988 Revision: Editorial changes. Citation form changes in committee notes. OLD RULE: Same as old FPR 5.241. Statutory References As to: (1) F.S. 733.604 (Inventory)....
...he estate and shall permit an interested person to examine appraisals on which inventory values are based. Committee Notes Inventories are still required to be filed. Once filed, however, they are subject to the confidentiality provisions found in F.S. 733.604(1) and (2)....
...1988 Revision: Editorial changes in (b) and (d). Committee notes revised. Citation form changes in committee notes. Statutory References F.S. 199.062(4) Annual tax information reports. F.S. 732.401 Descent of homestead. F.S. 732.4015 Devise of homestead. F.S. 733.604 Inventory....
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Florida Bar, 531 So. 2d 1261 (Fla. 1988).

Published | Supreme Court of Florida | 13 Fla. L. Weekly 601, 1988 Fla. LEXIS 1475, 1988 WL 53983

...rsary rules. 1988 Revision: Editorial change in caption of (a). Committee notes revised. Citation form change in committee notes. Statutory References F.S. 731.104 Verification of documents. F.S. 731.201 General definitions. F.S. 733.202 Petition. F.S. 733.604(2) Inventory....
...Rule History 1984 Revision: New rule. Paragraph (c) is same as former FPR 5.040(d). 1988 Revision: Committee notes revised. Citation form changes in committee notes. Statutory References F.S. 731.201 General definitions. F.S. 731.301 Notice; method and time; proof. F.S. 733.604(2) Inventory....
...732.803 Charitable devises. F.S. 732.901 Production of wills. F.S. 733.104 Suspension of statutes of limitation in favor of the personal representative. F.S. 733.212 Notice of administration; filing of objections and claims. F.S. 733.508 Accounting upon removal. F.S. 733.604 Inventory....
...Committee Notes 1975 Revision: Where the jurisdiction of the court is invoked voluntarily pursuant to F.S. 733.603, or otherwise, the rule requires that the personal representative have actual knowledge of the more important steps and acts of administration. Statutory References: As to: (1) F.S. 733.604 (Inventory)....
...testate estate, and any other interested person who may request it in writing. (e)[NO CHANGE RECOMMENDED] Committee Notes Inventories are still required to be filed. Once filed, however, they are subject to the confidentiality provisions found in F.S. 733.604(1) and (2)....
...1988 Revision: Editorial changes in (b) and (d). Committee notes revised. Citation form changes in committee notes. Statutory References F.S. 199.062(4) Annual tax information reports. F.S. 732.401 Descent of homestead. F.S. 732.4015 Devise of homestead. F.S. 733.604 Inventory....
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Amendments to the Florida Prob. Rules, 778 So. 2d 272 (Fla. 2000).

Published | Supreme Court of Florida | 25 Fla. L. Weekly Supp. 730, 2000 Fla. LEXIS 1905, 2000 WL 1424512

...§ 731.301, Fla. Stat. Notice; method and time; proof. § 733.203, Fla. Stat. Notice; when required. § 733.212, Fla. Stat. Notice of administration; filing of objections and claims. § 733.2123, Fla. Stat. Adjudication before issuance of letters. § 733.604(2), Fla....
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In re Amendments to the Florida Prob. Rules, 607 So. 2d 1306 (Fla. 1992).

Published | Supreme Court of Florida | 17 Fla. L. Weekly Supp. 636, 1992 Fla. LEXIS 1622, 1992 WL 249483

...1992 Revision: Editorial changes. Committee notes revised. Citation form changes in rule and committee notes. Statutory References F4S4 731.104, Fla.Stat. Verification of documents. General defini-⅛⅜§ 731.201, Fla.Stat. tions. ⅜⅜⅛ 738.202, Fla.Stat. Petition. 733.604(2), Fla.Stat....
...⅛&§ 731.301, Fla.Stat. Notice-,; Mmeth-od and time; proof. § 733.203, Fla.Stat. Notice; when required. § 733.212, Fla.Stat. Notice of administration; filing of objections and claims. § 733.2123, Fla.Stat. Adjudication before issuance of letters. ⅛⅜⅛ 733.604(2), Fla.Stat....
...Production of wills. FtSt¿ 733.104, Fla.Stat. Suspension of statutes of limitation in favor of the personal representative. ¾⅜⅞ 733.212, Fla.Stat. Notice of administration; filing of objections and claims. 733.508, Fla.Stat. Accounting upon removal. 1⅜£⅛ 733.604, Fla.Stat....
...1988 Revision: Captions added to para-graphssubdivisions. Committee notes expanded. Citation form changes in committee notes. 1992 Revision: Editorial changes. Committee notes revised. Citation form changes in committee notes. Statutory References 731.201, Fla.Stat. General definitions. § 733.604, Fla.Stat....
...1977 Revision: Citation form change in committee note. 1983 Revision: Editorial changes. Citation form changes in committee notes. 1992 Revision: Editorial changes. Committee notes revised. Citation form changes in committee notes. OLD- RULE: Same -as old FPR 5.241. Statutory References As -to; (1) F.S. 733.604 (Inventory)* (2) -F-.S....
...733.612(24) (Claims), (6) F.S. 733.612(5) (Purchase on Credit). (7) F.S. 733.612(24) (Distribution and Discharge). (8) F.S, 733.502 (Resignation). See also F.S, -733.600 (Breach of Duty). § 733.502, Fla.Stat. Resignation of personal representative. § 733.604, Fla.Stat....
...nd shall permit an interested person to examine appraisals on which inventory values are based. Committee Notes Inventories are still required to be filed. Once filed, however, they are subject to the confidentiality provisions found in FFksec-tions 733.604(1) and (2), Florida Statutes....
...Citation form changes in committee notes. Constitutional Reference Art. X, § 4, Fla. Const. Statutory References ⅞⅛§ 199.062(4), Fla.Stat. Annual tax information reports. 1¾§4 732.401, Fla.Stat. Descent of homestead. 732.4015, Fla.Stat. Devise of homestead. 733.604, Fla.Stat....
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In Re Amendments to the Florida Prob. Rules, 50 So. 3d 578 (Fla. 2010).

Published | Supreme Court of Florida | 35 Fla. L. Weekly Supp. 482, 2010 Fla. LEXIS 1455, 2010 WL 3431722

...Revision: Committee notes revised. Statutory References § 393.12, Fla. Stat. Capacity; appointment of guardian advocate. § 731.104, Fla. Stat. Verification of documents. § 731.201, Fla. Stat. General definitions. § 733.202, Fla. Stat. Petition. § 733.604(1), Fla....
...Rule References [No Change] *581 RULE 5.060. REQUEST FOR NOTICES AND COPIES OF PLEADINGS (a) — (b) [No Change] Committee Notes Rule History 1975 Revision — 2003 Revision [No Change] 2010 Revision: Committee notes revised. Statutory References § 731.201, Fla. Stat. General definitions. § 733.604, Fla....
...Statutory Reference [No Change] Rule Reference [No Change] RULE 5.330. EXECUTION BY PERSONAL REPRESENTATIVE [No Change] Committee Notes Rule History 1975 Revision — 2003 Revision [No Change] 2010 Revision: Committee notes revised. Statutory References § 733.502, Fla. Stat. Resignation of personal representative. § 733.604, Fla....
...Editorial changes in (a), (e), and (g). Committee notes revised. Constitutional Reference [No Change] Statutory References § 199.062(4), Fla. Stat. Annual tax information reports. § 732.401, Fla. Stat. Descent of homestead. § 732.4015, Fla. Stat. Devise of homestead. § 733.604, Fla....
...Valuation of property used to satisfy elective share. § 732.2125, Fla. Stat. Right of election; by whom exercisable. § 732.2135, Fla. Stat. Time of election; extensions; withdrawal. § 732.2145, Fla. Stat. Order of contribution; personal representative's duty to collect contribution. § 733.604, Fla....
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Florida Bar re Amendment to Rules, 458 So. 2d 1079 (Fla. 1984).

Published | Supreme Court of Florida | 9 Fla. L. Weekly 401, 1984 Fla. LEXIS 3390

...furnishing it by the personal representative. 1984 Revision: Extensive changes. Committee notes revised. Statutory References F.S. 193.052(7) Preparation and filing of returns. F.S. 732.401 Descent of homestead. F.S. 732.4015 Devise of homestead. F.S. 733.604 Inventory....
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In Re: Amendments to the Florida Rules of Civil Procedure, Florida Rules of Gen. Practice & Jud. Admin., Florida Rules of Crim. Procedure, Florida Prob. Rules, Florida Rules of Traffic Court, Florida Small Claims Rules, Florida Rules of Juv. Procedure, Florida Rules of Appellate Procedure, & Florida Fam. Law Rules of Procedure (Fla. 2021).

Published | Supreme Court of Florida

...2.425 Minimization of the Filing of Sensitive Information. RULE 5.340. INVENTORY (a)-(h) [NO CHANGE] Committee Notes Inventories of the elective estate under subdivision (f) shall be afforded the same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still required to be filed. Once filed, however, they are subject to the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. Constitutional protected homestead real property is not necessarily a probatable asset....
...about estate proceedings on proper request, including a copy of the inventory, an opportunity to examine appraisals, and other information pertinent to their interests in the estate. The rights of beneficiaries to information contained in estate inventories is limited by section 733.604(3), Florida Statutes....
...Inventories of the elective estate under subdivision (f) affects a broader class of interested persons who may obtain information regarding the assets disclosed therein subject to control by the court and the confidentiality afforded such inventories under section 733.604(1) and (2). Rule History 1980 Revision-2010 Revision: [NO CHANGE] 2012 Revision: The last sentence of subdivision (d) is deleted to remove duplicative requirement of filing a proof of service for a document which includes a certificate of service as provided in Fla. R....
...Rule 5.040(a)(3)(C); chapter 48, Florida Statutes, Process and Service of Process; chapter 49, Florida Statutes, Constructive Service of Process. An inventory of the elective estate should be afforded the same confidentiality as other estate inventories. Section 733.604(1) and (2), Florida Statutes In fulfilling his or her obligations under this rule, a personal representative is not required to make impractical or extended searches for property entering into the elective estate and the identities of direct recipients....
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In Re: Amendments to the Florida Rules of Civil Procedure, Florida Rules of Gen. Practice & Jud. Admin., Florida Rules of Crim. Procedure, Florida Prob. Rules, Florida Rules of Traffic Court, Florida Small Claims Rules, Florida Rules of Juv. Procedure, Florida Rules of Appellate Procedure, & Florida Fam. Law Rules of Procedure (Fla. 2021).

Published | Supreme Court of Florida

...2.425 Minimization of the Filing of Sensitive Information. RULE 5.340. INVENTORY (a)-(h) [NO CHANGE] Committee Notes Inventories of the elective estate under subdivision (f) shall be afforded the same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still required to be filed. Once filed, however, they are subject to the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. Constitutional protected homestead real property is not necessarily a probatable asset....
...about estate proceedings on proper request, including a copy of the inventory, an opportunity to examine appraisals, and other information pertinent to their interests in the estate. The rights of beneficiaries to information contained in estate inventories is limited by section 733.604(3), Florida Statutes....
...Inventories of the elective estate under subdivision (f) affects a broader class of interested persons who may obtain information regarding the assets disclosed therein subject to control by the court and the confidentiality afforded such inventories under section 733.604(1) and (2). Rule History 1980 Revision-2010 Revision: [NO CHANGE] 2012 Revision: The last sentence of subdivision (d) is deleted to remove duplicative requirement of filing a proof of service for a document which includes a certificate of service as provided in Fla. R....
...Rule 5.040(a)(3)(C); chapter 48, Florida Statutes, Process and Service of Process; chapter 49, Florida Statutes, Constructive Service of Process. An inventory of the elective estate should be afforded the same confidentiality as other estate inventories. Section 733.604(1) and (2), Florida Statutes In fulfilling his or her obligations under this rule, a personal representative is not required to make impractical or extended searches for property entering into the elective estate and the identities of direct recipients....
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Amendments to Florida Prob. Rules, 807 So. 2d 622 (Fla. 2001).

Published | Supreme Court of Florida | 26 Fla. L. Weekly Supp. 663, 2001 Fla. LEXIS 2009, 2001 WL 1194323

Statutes (2000), and to the inventory statute, section 733.604, Florida Statutes (2000). In deference to the
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In Re: Amendments to the Florida Prob. Rules - 2021 Fast-Track Report (Fla. 2021).

Published | Supreme Court of Florida

...Definitions Rule References [No Change] RULE 5.340. INVENTORY (a) - (h) [No Change] Committee Notes Inventories of the elective estate under subdivision (f) shall be afforded the same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. - 12 - Inventories are still required to be filed. Once filed, however, they are subject to the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. Constitutional protected homestead real property is not necessarily a probatable asset....
...about estate proceedings on proper request, including a copy of the inventory, an opportunity to examine appraisals, and other information pertinent to their interests in the estate. The rights of beneficiaries to information contained in estate inventories is limited by section 733.604(3), Florida Statutes....
...Inventories of the elective estate under subdivision (f) affects a broader class of interested persons who may obtain information regarding the assets disclosed therein subject to control by the court and the confidentiality afforded such inventories under section 733.604(1) and (2). Rule History [No Change] Constitutional Reference [No Change] Statutory References [No Change] Rule References Fla....
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Amendments to the Florida Prob. Rules, 824 So. 2d 849 (Fla. 2002).

Published | Supreme Court of Florida | 27 Fla. L. Weekly Supp. 423, 2002 Fla. LEXIS 873, 2002 WL 825699

...ventory values are based. (g) Verification. All inventories shall be verified by the personal representative. Committee Notes Inventories of the elective estate under subdivision (f) shall be afforded the same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still required to be filed. Once filed, however, they are subject to the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes....
...gs on proper request, including a copy of the inventory, an opportunity to examine appraisals, and other information pertinent to their interests in the estate. The rights of beneficiaries to information contained in estate inventories is limited by section 733.604(3), Florida Statutes....
...Inventories of the elective estate under subdivision (f) affects a broader class of interested persons who may obtain information regarding the assets disclosed therein subject to control by the court and the confidentiality afforded such inventories under section 733.604(1) and (2)....
...Subdivision (f) added to require personal representative to file inventory of property entering into elective share. Subdivision (g) added to require verification of inventories. Committee notes revised. 2002 Revision: Subdivision (e) amended to conform to section 733.604(3), Florida Statutes....
...ate. Committee notes revised. Constitutional Reference Art. X, § 4, Fla. Const. Statutory References § 199.062(4), Fla. Stat. Annual tax information reports. § 732.401, Fla. Stat. Descent of homestead. § 732.4015, Fla. Stat. Devise of homestead. § 733.604, Fla....
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Paredes v. McLucas, 561 So. 2d 439 (Fla. Dist. Ct. App. 1990).

Published | District Court of Appeal of Florida | 1990 Fla. App. LEXIS 3490, 1990 WL 64114

...Section 732.402(1) indicates that section 732.402 property is a “share of the estate” that is simply designated as “exempt property.” 2. Section 731.201(12) defines “estate” as the property of the decedent that is the subject of administration. 3. Section 733.604, which requires the filing of an inventory, does not provide for the exclusion of exempt property from it....
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In re Amendments to Florida Rule of Jud. Admin. 2.420, 124 So. 3d 819 (Fla. 2013).

Published | Supreme Court of Florida | 38 Fla. L. Weekly Supp. 199, 2013 WL 1234993, 2013 Fla. LEXIS 543

...roviders. § 397.501(7), Fla. Stat. (x) Identifying-information-in eClinical records of detained criminal defendants found incompetent to proceed or acquitted by reason of insanity. § 916.107(8), Fla. Stat. (xi) Estate inventories and account-ings: § 733.604(1), Fla....
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Amendments to the Florida Prob. Rules, 848 So. 2d 1069 (Fla. 2003).

Published | Supreme Court of Florida | 28 Fla. L. Weekly Supp. 495, 2003 Fla. LEXIS 1063, 2003 WL 21402500

...Committee notes revised. Citation form changes in rule and committee notes. 2003 Revision: Committee notes revised. Statutory References § 731.104, Fla. Stat. Verification of documents. § 731.201, Fla. Stat. General definitions. § 733.202, Fla. Stat. Petition. § 733.604(21), Fla....
...§ 731.301, Fla. Stat. Notice; — method and time; proof. § 733.203, Fla. Stat. Notice; when-re-quiredT § 733.212, Fla. Stat. Notice of administration; filing of objections and claims. § 733.2123, Fla. Stat. Adjudication before issuance of letters. § 733.604(2), Fla....
...Suspension of statutes of limitation in favor of the personal representative. § 733.212, Fla. Stat. Notice of administration; filing of objections and claims. § 733.2121, Fla. Stat. Notice to creditors; filing of claims. § 733.508, — Flat-Stat. Accounting upon removal. § 733.604,-Fla....
...Citation form changes in committee notes. 1992 Revision: Editorial changes. Committee notes revised. Citation form changes in committee notes. 2003 Revision: Committee notes revised. Statutory References § 731.201, Fla. Stat. General definitions. § 733.604, Fla....
...Citation form changes in committee notes. 1992 Revision: Editorial changes. Committee notes revised. Citation form changes in committee notes. 2003 Revision: Committee notes revised. Statutory References § 733.502, Fla. Stat. Resignation of personal representative. § 733.604, Fla....
...ventory values are based. (g) Verification. All inventories shall be verified by the personal representative. Committee Notes Inventories of the elective estate under subdivision (f) shall be afforded the same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still required to be filed. Once filed, however, they are subject to the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes....
...gs on proper request, including a copy of the inventory, an opportunity to examine appraisals, and other information pertinent to their interests in the estate. The rights of beneficiaries to information contained in estate inventories is limited by section 733.604(3), Florida Statutes....
...Inventories of the elective estate under subdivision (f) affects a broader class of interested persons who may obtain information regarding the assets disclosed therein subject to control by the court and the confidentiality afforded such inventories under section 733.604(1) and (2)....
...Subdivision (f) added to require personal representative to file inventory of property entering into elective share. Subdivision (g) added to require verification of inventories. Committee notes revised. 2002 Revision: Subdivision (e) amended to conform to section 733.604(3), Florida Statutes....
...2003 Revision: Committee notes revised. Constitutional Reference Art. X, § 4, Fla. Const. Statutory References § 199.062(4), Fla. Stat. Annual tax information reports. § 732.401, Fla. Stat. Descent of homestead. § 732.4015, Fla. Stat. Devise of homestead. § 733.604, Fla....
...n of the court. Rule 5.040(a)(3)(C); ch. 48, Fla. Stat. Process and Service of Process; ch. 49, Fla. Stat., Constructive Service of Process. An inventory of the elective estate should be afforded the same confidentiality as other estate inventories. § 733.604(1) and (2), Fla....
...Valuation of property used to satisfy elective share. § 732.2125, Fla. Stat. Right of election; by whom exercisable. § 732.2135, Fla. Stat. Time of election; extensions; withdrawal. § 732.2145, Fla. Stat. Order of contribution; personal representative’s duty to collect contribution. § 733.604, Fla....
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In Re: Amendments to Florida Prob. Rules (Fla. 2024).

Published | Supreme Court of Florida

...(h) Verification. All inventories shallmust be verified by the personal representative. Committee Notes Inventories of the elective estate under subdivision (f) shall be afforded the same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still required to be filed. Once filed, however, they are subject to the confidentiality provisions found in sections 733.604(1) and (2), Florida Statutes. - 10 - Inventories of the elective estate under subdivision (g) must be afforded the same confidentiality as probate inventories. See sections 733.604(1) and (2), Florida Statutes. Constitutional protected homestead real property is not necessarily a probatable asset....
...about estate proceedings on proper request, including a copy of the inventory, an opportunity to examine appraisals, and other information pertinent to their interests in the estate. The rights of beneficiaries to information contained in estate inventories is limited by section 733.604(3), Florida Statutes....
...Inventories of the elective estate under subdivision (f)(g) affects a broader class of interested persons who may obtain information regarding the assets disclosed therein subject to control by the court and the confidentiality afforded such inventories under sections 733.604(1) and (2), Florida Statutes. Rule History 1980 Revision - 2012 Revision: [No Change] 2024 Revision: Amended subdivision (g) to require that the inventory must value the elective estate assets as required by law. Committee n...
...Exclusions and overlapping application. § 732.2055, Fla. Stat. Valuation of the elective estate. § 732.401, Fla. Stat. Descent of homestead. - 11 - § 732.4015, Fla. Stat. Devise of homestead. § 733.604, Fla....
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In Re Amend. to Florida Prob. Rules, 986 So. 2d 576 (Fla. 2008).

Published | Supreme Court of Florida | 33 Fla. L. Weekly Supp. 542, 2008 Fla. LEXIS 1242, 2008 WL 2686339

...2008 Revision: Committee notes revised. Statutory References § 393.12, Fla. Stat. Capacity; appointment of guardian advocate. § 731.104, Fla. Stat. Verification of documents. § 731.201, Fla. Stat. General definitions. § 733.202, Fla. Stat. Petition. § 733.604(1), Fla....
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In Re Amendments to Florida Rule of Jud. Admin. 2.420, 156 So. 3d 499 (Fla. 2015).

Published | Supreme Court of Florida | 40 Fla. L. Weekly Supp. 29, 43 Media L. Rep. (BNA) 1199, 2015 Fla. LEXIS 113, 2015 WL 263902

...§ 397.501(7), Fla. Stat. (x) Clinical records of criminal defendants found incompetent to proceed or acquitted by reason of insanity. § 916.107(8), Fla. Stat. (xi) Estate inventories and accountings. § 733.604(1), Fla....
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In re Est. of Dubin, 536 So. 2d 1186 (Fla. Dist. Ct. App. 1989).

Published | District Court of Appeal of Florida | 14 Fla. L. Weekly 173, 1989 Fla. App. LEXIS 81, 1989 WL 622

Rule of Probate and Guardianship 5.240(a) and section 733.-604(1) and (2), Florida Statutes (1985) by failing
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Velde v. Velde, 867 So. 2d 501 (Fla. 4th DCA 2004).

Published | Florida 4th District Court of Appeal | 2004 WL 360881

...Tavel, 126 Fla. 415, 171 So. 231 (1936). We find no merit in the Velde children's argument that the surviving spouse should have filed an action pursuant to section 732.214, Florida Statutes (1999), to determine elective share, or challenge the inventory under section 733.604, Florida *508 Statutes (1999)....
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In Re: Amendments to the Florida Prob. Rules - 2019 Regular-Cycle Report (Fla. 2019).

Published | Supreme Court of Florida

...Rule 5.040(a)(3)(C); ch.apter 48, Florida. Statutes., Process and Service of Process; ch.apter 49, Florida. Statutes., Constructive Service of Process. An inventory of the elective estate should be afforded the same confidentiality as other estate inventories. §Section 733.604(1) and (2), Florida. Statutes....