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CS/SB 650 — OGSR/Inventories of an Estate or Elective Estate

by Governmental Oversight and Accountability Committee; and Judiciary Committee

This summary is provided for information only and does not represent the opinion of any Senator, Senate Officer, or Senate Office.

Prepared by: Judiciary Committee (JU)

The bill removes the scheduled repeal of the public records exemptions for the inventory of an estate or elective estate or an accounting of an estate filed in a probate proceeding. As a result, the documents will remain confidential and exempt from disclosure requirements under the public records laws when filed with the clerk of court. The continued existence of the public records exemptions reenacted by the bill may help protect heirs or beneficiaries of a decedent’s estate from being targeted for fraud or theft.

If approved by the Governor, these provisions take effect July 1, 2014.

Vote: Senate 37-0; House 116-0