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The 2024 Florida Statutes
(including 2025 Special Session C)
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F.S. 744.365744.365 Verified inventory.—(1) FILING.—A guardian of the property shall file a verified inventory of the ward’s property. (2) CONTENTS.—The verified inventory must include the following:(a) All property of the ward, real and personal, that has come into the guardian’s possession or knowledge, including a statement of all encumbrances, liens, and other secured claims on any item, any claims against the property, any cause of action accruing to the ward, and any trusts of which the ward is a beneficiary. (b) The location of the real and personal property in sufficient detail so that it may be clearly identified or located. (c) A description of all sources of income, including, without limitation, social security benefits and pensions. (3) CASH ASSETS.—Along with the verified inventory, the guardian must file a copy of the most current statement of all of the ward’s cash assets from all institutions where the cash is on deposit. (4) SAFE-DEPOSIT BOX.—(a) The initial opening of any safe-deposit box of the ward must be conducted in the presence of an employee of the institution where the box is located. The inventory of the contents of the box also must be conducted in the presence of the employee, who must verify the contents of the box by signing a copy of the inventory. This safe-deposit box inventory shall be filed with the court within 10 days after the box is opened. (b) The guardian shall provide the ward with a copy of each signed safe-deposit box inventory unless the ward is a minor or has been adjudicated totally incapacitated or unless the order appointing the guardian states otherwise. (c) Nothing may be removed from the ward’s safe-deposit box without specific court approval. (5) RECORDS RETENTION.—(a) The guardian shall maintain substantiating papers and records sufficient to demonstrate the accuracy of the initial inventory for a period of 3 years after her or his discharge. The substantiating papers need not be filed with the court but must be made available for inspection and review at such time and place and before such persons as the court may order. (b) As part of the substantiating papers, the guardian must identify by name, address, and occupation, the witness or witnesses, if any, who were present during the initial inventory of the ward’s personal property. (6) AUDIT FEE.—(a) Where the value of the ward’s property exceeds $25,000, a guardian shall pay from the ward’s property to the clerk of the circuit court a fee of up to $85, from which the clerk shall remit $10 to the Department of Revenue for deposit into the General Revenue Fund, upon the filing of the verified inventory, for the auditing of the inventory. Upon petition by the guardian, the court may waive the auditing fee upon a showing of insufficient funds in the ward’s estate. Any guardian unable to pay the auditing fee may petition the court for waiver of the fee. The court may waive the fee after it has reviewed the documentation filed by the guardian in support of the waiver. (b) An audit fee may not be charged to any ward whose property has a value of less than $25,000. History.—s. 49, ch. 89-96; s. 32, ch. 90-271; s. 1087, ch. 97-102; s. 115, ch. 2003-402; s. 77, ch. 2004-265; s. 14, ch. 2006-178; s. 40, ch. 2008-111; s. 26, ch. 2019-58.
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Annotations, Discussions, Cases:
Cases Citing Statute 744.365
Total Results: 13
584 So. 2d 964, 16 Fla. L. Weekly Supp. 557, 1991 Fla. LEXIS 1335, 1991 WL 169366
Supreme Court of Florida | Filed: Aug 22, 1991 | Docket: 1515221
Cited 5 times | Published
744.363, Fla. Stat. Initial guardianship plan.
§ 744.365, Fla. Stat. Verified inventory.
§ 744.367, Fla
964 So. 2d 140, 32 Fla. L. Weekly Supp. 505, 2007 Fla. LEXIS 1234, 2007 WL 2002458
Supreme Court of Florida | Filed: Jul 12, 2007 | Docket: 1689866
Cited 1 times | Published
362, Fla. Stat. Initial guardianship report.
§ 744.365, Fla. Stat. Verified inventory.
§ 744.3701, Fla
Supreme Court of Florida | Filed: Nov 4, 2021 | Docket: 60698371
Published
Fla. Stat. Initial guardianship plan.
§ 744.365, Fla. Stat. Verified inventory.
§ 744.367
Supreme Court of Florida | Filed: Feb 18, 2021 | Docket: 59299022
Published
Fla. Stat. Initial guardianship plan.
§ 744.365, Fla. Stat. Verified inventory.
§ 744
Supreme Court of Florida | Filed: Dec 31, 2020 | Docket: 27333564
Published
Fla. Stat. Initial guardianship plan.
§ 744.365, Fla. Stat. Verified inventory.
§ 744.367
Supreme Court of Florida | Filed: Sep 3, 2020 | Docket: 18407701
Published
safe-deposit box filed with the court as required by section 744.365,
Florida Statutes? Yes
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
744.363, Fla. Stat. Initial guardianship plan.
§ 744.365, Fla. Stat. Verified inventory.
§ 744.367, Fla
948 So. 2d 735, 32 Fla. L. Weekly Supp. 79, 2007 Fla. LEXIS 132, 2007 WL 268753
Supreme Court of Florida | Filed: Feb 1, 2007 | Docket: 64849101
Published
744.363, Fla. Stat. Initial guardianship plan.
§ 744.365, Fla. Stat. Verified inventory.
§ 744.367, Fla
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
362, Fla. Stat. Initial guardianship report.
§ 744.365, Fla. Stat. Verified inventory.
§ 744.3701, Fla
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
744.363, Fla. Stat. Initial guardianship plan.
§ 744.365, Fla. Stat. Verified inventory.
§ 744.367, Fla
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
744.363, Fla. Stat. Initial guardianship plan.
§ 744.365, Fla. Stat. Verified inventory.
§ 744.367, Fla
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
744.363, Fla.Stat. Initial guardianship plan.
§ 744.365, Fla.Stat. Verified inventory.
§ 744.367, Fla
551 So. 2d 452, 1989 WL 139493
Supreme Court of Florida | Filed: Sep 29, 1989 | Docket: 64645896
Published
conducted according to the procedures outlined in F.S. 744.365(4).
(d) Substantiating papers. The guardian
