Title: OGSR/Inventory of Estate or Elective Estate and Accounting in Estate Proceeding

Summary: Saves from repeal under Open Government Sunset Review Act public records exemption for inventories of estate or elective estate filed with clerk of court or accountings filed in estate proceeding; specifies that accountings in estate proceedings must be filed with clerk of court to be confidential.

Full Text:
An act relating to a review under the Open Government Sunset Review Act; amending s. 733.604, F.S., relating to an exemption from public record requirements for the inventories of an estate or elective estate filed with the clerk of the court or the accountings filed in an estate proceeding; specifying that accountings in estate proceedings must be filed with the clerk of the court to be confidential; saving the exemption from repeal under the Open Government Sunset Review Act; providing an effective date. Be It Enacted by the Legislature of the State of Florida: Section 1. Paragraph (b) of subsection (1) of section 733.604, Florida Statutes, is amended to read: 733.604 Inventories and accountings; public records exemptions.-(1) (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 confide ntial 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 HB 7101 2014 conjunction with an election made in accordance wi th part II of chapter 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 the court in an estate proceeding is conf idential 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 acco unting filed before, on, or after July 1, 2009. 6. This paragraph is subject to the Open Government Sunset Review Act in accordance with s. 119.15 and shall stand repealed on October 2, 2014, unless reviewed and saved from repeal through reenactment by the Legislature. Section 2. This act shall take effect October 1, 2014.