Fla. Prob. R. 5.342 · Part II. — PROBATE

INVENTORY OF SAFE-DEPOSIT BOX

Verbatim from the official edition

Text — October 1, 2026 edition

(a) Filing. The personal representative must file an inventory of the contents of the decedent’s safe-deposit box within 10 days of the initial opening of the box by the personal representative or the personal representative’s attorney of record. The inventory must include a copy of the financial institution’s entry record for the box from a date that is 6 months before the decedent’s date of death to the date of the initial opening by the personal representative or the personal representative’s attorney of record.

(b) Verification. Each person who was present at the initial opening must verify the contents of the box by signing a copy of the inventory under penalties of perjury.

(c) Service. The personal representative must serve a copy of the inventory on the surviving spouse, each heir at law in an intestate estate, each residuary beneficiary in a testate estate, and any other interested person who may request it in writing.

Notes and commentary — not rule text

Committee Notes

Inventories and entry records, once filed, shall be afforded the same confidentiality as probate inventories. If a safe-deposit box is opened pursuant to section 655.935 of the Florida Statutes, no written inventory of the box need be prepared or filed.

Rule History

2003 Revision: New rule.

2012 Revision: The last sentence of subdivision (c) is deleted to remove duplicative requirement of filing a proof of service for a document which includes a certificate of service as provided in Fla. R. Gen. Prac. & Jud. Admin. 2.516. In service of the inventory is by service in the manner provided for service of formal notice, then proof of service should be filed as provided in rule 5.040(a)(5). Committee notes revised.

2026 Revision: Committee notes revised. Statutory References § 655.935, Fla. Stat. Search procedure on death of lessee. § 655.936, Fla. Stat. Delivery of safe-deposit box contents or property held in safekeeping to personal representative. § 733.6065, Fla. Stat. Opening safe-deposit box. Rule References Fla. Prob. R. 5.041 Service of pleadings and documents. Fla. Prob. R. 5.340 Inventory. Fla. R. Gen. Prac. & Jud. Admin. 2.516 Service.

Source of truth

Edition: October 1, 2026 edition
Official file: https://www-media.floridabar.org/uploads/2026/10/Probate-Rules-10-01-26.pdf (PDF pages 128–130)
Text hash: sha256 8cdad1d1bdf98c244bc8a9e93c164caf3efa8dec95ed9268125e185723f40690
Composed by: compose_book.py 2026-10-03: pypdfium2 primary, PyMuPDF check, PDF bookmarks as the inventory

Procedural information only. Not legal advice and not a substitute for the advice of an attorney. Confirm the current text with the official publisher before relying on it.