Florida Senate - 2014 CS for SB 650
By the Committees on Governmental Oversight and Accountability;
and Judiciary
585-02562-14 2014650c1
1 A bill to be entitled
2 An act relating to a review under the Open Government
3 Sunset Review Act; amending s. 733.604, F.S., which
4 provides exemptions from public records requirements
5 for the inventories of an estate or elective estate
6 filed with the clerk of court or the accountings filed
7 with the clerk of court in an estate proceeding;
8 saving the exemptions from repeal under the Open
9 Government Sunset Review Act; providing an effective
10 date.
11
12 Be It Enacted by the Legislature of the State of Florida:
13
14 Section 1. Subsection (1) of section 733.604, Florida
15 Statutes, is amended to read:
16 733.604 Inventories and accountings; public records
17 exemptions.—
18 (1)(a) Unless an inventory has been previously filed, a
19 personal representative shall file a verified inventory of
20 property of the estate, listing it with reasonable detail and
21 including for each listed item its estimated fair market value
22 at the date of the decedent’s death.
23 (b)1. Any inventory of an estate, whether initial, amended,
24 or supplementary, filed with the clerk of the court in
25 conjunction with the administration of an estate is confidential
26 and exempt from s. 119.07(1) and s. 24(a), Art. I of the State
27 Constitution.
28 2. Any inventory of an elective estate, whether initial,
29 amended, or supplementary, filed with the clerk of the court in
30 conjunction with an election made in accordance with part II of
31 chapter 732 is confidential and exempt from s. 119.07(1) and s.
32 24(a), Art. I of the State Constitution.
33 3. Any accounting, whether interim, final, amended, or
34 supplementary, filed with the clerk of court in an estate
35 proceeding is confidential and exempt from s. 119.07(1) and s.
36 24(a), Art. I of the State Constitution.
37 4. Any inventory or accounting made confidential and exempt
38 by subparagraph 1., subparagraph 2., or subparagraph 3. shall be
39 disclosed by the custodian for inspection or copying:
40 a. To the personal representative;
41 b. To the personal representative’s attorney;
42 c. To an interested person as defined in s. 731.201; or
43 d. By court order upon a showing of good cause.
44 5. These exemptions apply to any inventory or accounting
45 filed before, on, or after July 1, 2009.
46 6. This paragraph is subject to the Open Government Sunset
47 Review Act in accordance with s. 119.15 and shall stand repealed
48 on October 2, 2014, unless reviewed and saved from repeal
49 through reenactment by the Legislature.
50 Section 2. This act shall take effect July 1, 2014.