Florida Senate - 2014                                     SB 650
       
       
        
       By the Committee on Judiciary
       
       
       
       
       
       590-01069-14                                           2014650__
    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         in an estate proceeding; saving the exemptions from
    8         repeal under the Open Government Sunset Review Act;
    9         providing an effective date.
   10          
   11  Be It Enacted by the Legislature of the State of Florida:
   12  
   13         Section 1. Subsection (1) of section 733.604, Florida
   14  Statutes, is amended to read:
   15         733.604 Inventories and accountings; public records
   16  exemptions.—
   17         (1)(a) Unless an inventory has been previously filed, a
   18  personal representative shall file a verified inventory of
   19  property of the estate, listing it with reasonable detail and
   20  including for each listed item its estimated fair market value
   21  at the date of the decedent’s death.
   22         (b)1. Any inventory of an estate, whether initial, amended,
   23  or supplementary, filed with the clerk of the court in
   24  conjunction with the administration of an estate is confidential
   25  and exempt from s. 119.07(1) and s. 24(a), Art. I of the State
   26  Constitution.
   27         2. Any inventory of an elective estate, whether initial,
   28  amended, or supplementary, filed with the clerk of the court in
   29  conjunction with an election made in accordance with part II of
   30  chapter 732 is confidential and exempt from s. 119.07(1) and s.
   31  24(a), Art. I of the State Constitution.
   32         3. Any accounting, whether interim, final, amended, or
   33  supplementary, filed in an estate proceeding is confidential and
   34  exempt from s. 119.07(1) and s. 24(a), Art. I of the State
   35  Constitution.
   36         4. Any inventory or accounting made confidential and exempt
   37  by subparagraph 1., subparagraph 2., or subparagraph 3. shall be
   38  disclosed by the custodian for inspection or copying:
   39         a. To the personal representative;
   40         b. To the personal representative’s attorney;
   41         c. To an interested person as defined in s. 731.201; or
   42         d. By court order upon a showing of good cause.
   43         5. These exemptions apply to any inventory or accounting
   44  filed before, on, or after July 1, 2009.
   45         6. This paragraph is subject to the Open Government Sunset
   46  Review Act in accordance with s. 119.15 and shall stand repealed
   47  on October 2, 2014, unless reviewed and saved from repeal
   48  through reenactment by the Legislature.
   49         Section 2. This act shall take effect July 1, 2014.