Florida Statute 733.604 - Full Text and Legal Analysis

The 2024 Florida Statutes (including 2025 Special Session C)

Title XLII
ESTATES AND TRUSTS

Chapter 733
PROBATE CODE: ADMINISTRATION OF ESTATES

View Entire Chapter

F.S. 733.604

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

F.S. 733.604 on CourtListener

Amendments to 733.604

Annotations, Discussions, Cases:

Cases Citing Statute 733.604

Total Results: 25

Cody v. Cody

127 So. 3d 753, 2013 WL 6171299, 2013 Fla. App. LEXIS 18792

District Court of Appeal of Florida | Filed: Nov 26, 2013 | Docket: 60236846

Cited 6 times | Published

of the assets and proceeds of the sales. See § 733.604, Fla. Stat. (PR required to file verified inventories

In Re Amendments to Florida Rule of Judicial Administration 2.420

31 So. 3d 756, 35 Fla. L. Weekly Supp. 180, 2010 Fla. LEXIS 405, 2010 WL 958075

Supreme Court of Florida | Filed: Mar 18, 2010 | Docket: 1647513

Cited 5 times | Published

Stat. (xi) Estate inventories and accountings. § 733.604(1), Fla. Stat. (xii) The victim's address in a

In Re Amendments to Florida Rule of Judicial Administration 2.420

68 So. 3d 228, 36 Fla. L. Weekly Supp. 414, 2011 Fla. LEXIS 1573, 2011 WL 2637473

Supreme Court of Florida | Filed: Jul 7, 2011 | Docket: 2357064

Cited 2 times | Published

Stat. _____ Estate inventories and accountings. § 733.604(1), Fla. Stat. _____ Victim's address in domestic

Richard and Chernecky v. Richard

193 So. 3d 964, 2016 WL 2340787, 2016 Fla. App. LEXIS 6747

District Court of Appeal of Florida | Filed: May 4, 2016 | Docket: 3060611

Cited 1 times | Published

creditors.” 7 . By way of example, section 733.604 imposes a duty upon a personal representative

In Re: Amendments to Florida Probate Rules

Supreme Court of Florida | Filed: Jul 3, 2024 | Docket: 68913248

Published

same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still

In Re: Amendments to the Florida Probate Rules - 2021 Fast-Track Report

Supreme Court of Florida | Filed: Nov 4, 2021 | Docket: 60698371

Published

same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat.

In Re: Amendments to the Florida Rules of Civil Procedure, Florida Rules of General Practice and Judicial Administration, Florida Rules of Criminal Procedure, Florida Probate Rules, Florida Rules of Traffic Court, Florida Small Claims Rules, Florida Rules of Juvenile Procedure, Florida Rules of Appellate Procedure, and Florida Family Law Rules of Procedure

Supreme Court of Florida | Filed: Oct 28, 2021 | Docket: 60688689

Published

same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still

In Re: Amendments to the Florida Rules of Civil Procedure, Florida Rules of General Practice and Judicial Administration, Florida Rules of Criminal Procedure, Florida Probate Rules, Florida Rules of Traffic Court, Florida Small Claims Rules, Florida Rules of Juvenile Procedure, Florida Rules of Appellate Procedure, and Florida Family Law Rules of Procedure

Supreme Court of Florida | Filed: Oct 28, 2021 | Docket: 60680655

Published

same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still

In Re: Amendments to the Florida Probate Rules - 2019 Regular-Cycle Report

Supreme Court of Florida | Filed: Dec 19, 2019 | Docket: 16761661

Published

confidentiality as other estate inventories. §Section 733.604(1) and (2), Florida. Statutes. In fulfilling

In Re Amendments to FLORIDA RULE OF JUDICIAL ADMINISTRATION 2.420

156 So. 3d 499, 40 Fla. L. Weekly Supp. 29, 43 Media L. Rep. (BNA) 1199, 2015 Fla. LEXIS 113, 2015 WL 263902

Supreme Court of Florida | Filed: Jan 22, 2015 | Docket: 2626843

Published

(xi) Estate inventories and account-ings. § 733.604(1), Fla. Stat. (xii) The victim’s address

In re Amendments to Florida Rule of Judicial Administration 2.420

124 So. 3d 819, 38 Fla. L. Weekly Supp. 199, 2013 WL 1234993, 2013 Fla. LEXIS 543

Supreme Court of Florida | Filed: Mar 28, 2013 | Docket: 60235570

Published

Stat. (xi) Estate inventories and account-ings: § 733.604(1), Fla. Stat. (xii) The victim’s address in a

In Re Amendments to the Florida Probate Rules

50 So. 3d 578, 35 Fla. L. Weekly Supp. 482, 2010 Fla. LEXIS 1455, 2010 WL 3431722

Supreme Court of Florida | Filed: Sep 2, 2010 | Docket: 2396382

Published

definitions. § 733.202, Fla. Stat. Petition. § 733.604(1), Fla. Stat. Inventory Inventories and accountings;

In Re Amend. to Florida Probate Rules

986 So. 2d 576, 33 Fla. L. Weekly Supp. 542, 2008 Fla. LEXIS 1242, 2008 WL 2686339

Supreme Court of Florida | Filed: Jul 10, 2008 | Docket: 1426902

Published

definitions. § 733.202, Fla. Stat. Petition. § 733.604(1), Fla. Stat. Inventory. § 733.901, Fla. Stat

In re Amendments to the Florida Probate Rules

912 So. 2d 1178, 30 Fla. L. Weekly Supp. 666, 2005 Fla. LEXIS 1917, 2005 WL 2385258

Supreme Court of Florida | Filed: Sep 29, 2005 | Docket: 64840686

Published

confidentiality as other estate inventories. § 733.604(1) and (2), Fla. Stat. In fulfilling his or her

Velde v. Velde

867 So. 2d 501, 2004 WL 360881

District Court of Appeal of Florida | Filed: Feb 25, 2004 | Docket: 1386552

Published

elective share, or challenge the inventory under section 733.604, Florida *508 Statutes (1999). First, both

Amendments to the Florida Probate Rules

848 So. 2d 1069, 28 Fla. L. Weekly Supp. 495, 2003 Fla. LEXIS 1063, 2003 WL 21402500

Supreme Court of Florida | Filed: Jun 19, 2003 | Docket: 64823856

Published

definitions. § 733.202, Fla. Stat. Petition. § 733.604(21), Fla. Stat. Inventory. § 733.901, Fla. Stat

Amendments to the Florida Probate Rules

824 So. 2d 849, 27 Fla. L. Weekly Supp. 423, 2002 Fla. LEXIS 873, 2002 WL 825699

Supreme Court of Florida | Filed: May 2, 2002 | Docket: 64817121

Published

same confidentiality as probate inventories. § 733.604(1) and (2), Fla. Stat. Inventories are still required

Amendments to Florida Probate Rules

807 So. 2d 622, 26 Fla. L. Weekly Supp. 663, 2001 Fla. LEXIS 2009, 2001 WL 1194323

Supreme Court of Florida | Filed: Oct 11, 2001 | Docket: 64812578

Published

Statutes (2000), and to the inventory statute, section 733.604, Florida Statutes (2000). In deference to the

Amendments to the Florida Probate Rules

778 So. 2d 272, 25 Fla. L. Weekly Supp. 730, 2000 Fla. LEXIS 1905, 2000 WL 1424512

Supreme Court of Florida | Filed: Sep 28, 2000 | Docket: 64803740

Published

Stat. Adjudication before issuance of letters. § 733.604(2), Fla. Stat. Inventory. § 733.705(2), (3), Fla

In re Amendments to the Florida Probate Rules

607 So. 2d 1306, 17 Fla. L. Weekly Supp. 636, 1992 Fla. LEXIS 1622, 1992 WL 249483

Supreme Court of Florida | Filed: Sep 24, 1992 | Docket: 64671175

Published

References 731.201, Fla.Stat. General definitions. § 733.604, Fla.Stat. Inventory. Rule References FPRFla.Prob

Paredes v. McLucas

561 So. 2d 439, 1990 Fla. App. LEXIS 3490, 1990 WL 64114

District Court of Appeal of Florida | Filed: May 17, 1990 | Docket: 64650667

Published

that is the subject of administration. 3. Section 733.604, which requires the filing of an inventory

In re Estate of Dubin

536 So. 2d 1186, 14 Fla. L. Weekly 173, 1989 Fla. App. LEXIS 81, 1989 WL 622

District Court of Appeal of Florida | Filed: Jan 11, 1989 | Docket: 64639641

Published

Rule of Probate and Guardianship 5.240(a) and section 733.-604(1) and (2), Florida Statutes (1985) by failing

Florida Bar

537 So. 2d 500, 13 Fla. L. Weekly 601, 1988 Fla. LEXIS 1463, 1988 WL 143178

Supreme Court of Florida | Filed: Sep 29, 1988 | Docket: 64640022

Published

General definitions. F.S. 733.202 Petition. F.S. 733.604(2) Inventory. F.S. 735.103 Petition for family

Florida Bar

531 So. 2d 1261, 13 Fla. L. Weekly 601, 1988 Fla. LEXIS 1475, 1988 WL 53983

Supreme Court of Florida | Filed: Sep 29, 1988 | Docket: 64637451

Published

General definitions. F.S. 733.202 Petition. F.S. 733.604(2) Inventory. F.S. 735.103 Petition for family

Florida Bar re Amendment to Rules

458 So. 2d 1079, 9 Fla. L. Weekly 401, 1984 Fla. LEXIS 3390

Supreme Court of Florida | Filed: Sep 13, 1984 | Docket: 64608151

Published

homestead. F.S. 732.4015 Devise of homestead. F.S. 733.604 Inventory. F.S. 733.605 Appraisers. F.S. 733