Fla. Prob. R. 5.910

As amended through June 17, 2024

Rule 5.910 - INVENTORY

______________Judicial Circuit,

in and for_____________

County, Florida

Probate Division

Case No._______________

Judge:_________________

Amended Form? _____Yes* _____No

*If yes, version of the Amended

Form:

In Re: Guardianship of

__________________________

______________________________________________________________________________

INITIAL INVENTORY

Date of letters of guardianship:___________________________________________________

Property guardianship type:_____________________________________________________

___________________________________________________________________________

SUMMARY

Section A: Value of Real Property Assets	$________
Section B: Cash Assets/Cash Equivalent Assets	$________
Section C: Intangible Assets/Stocks/Bonds	$________
Section D: Tangible Personal Property	$________
Section E: Debts/Encumbrances/Liabilities/Liens	$________
Total	$________

______________________________________________________________________________

Section A: Real Property Assets

Do you have entries for Section A? _____Yes _____No

Number	Description and Address	Full Value	Is There Another Owner? Yes or No
1.
2.
3.
Total for Section A	$

Attach a copy of the property appraiser's information or a copy of the deed for all real property.

______________________________________________________________________________

Section B: Cash Assets/Cash Equivalent Assets (checking account, savings account, money market account, certificate of deposit (CD))

Do you have entries for Section B? _____Yes _____No

Are any of the entries held in a depository account? _____Yes _____No

Number	Institution Name	Last 4 Digits of Account Number	Type of Asset	Full Value	Is There Another Owner? Yes or No	Is this a Depository Account? Yes or No
1.
2.
3.
Total for Section B	$

Attach a copy of the institution's statement for each account from the creation date of the guardianship.

______________________________________________________________________________

Section C: Intangible Assets/Stocks/Bonds

Do you have entries for Section C?_____Yes _____No

Are any of the entries held in a depository account?_____Yes _____No

Number	Issuer Name and Address	Type of Asset	Full Value	Last 4 Digits of Account Number	Is There Another Owner? Yes or No
1.
2.
3.
Total for Section C	$

Attach a copy of the institution's statement for each account from the creation date of the guardianship.

______________________________________________________________________________

Section D: Tangible Personal Property Assets (motor vehicles, jewelry, household furnishings, collectibles, fine art)

Do you have entries for Section D? _____Yes _____No

Number	Description and Location	Full Value	Is There Another Owner? Yes or No
1.
2.
3.
Total for Section D	$

Attach a copy of the title for any motor vehicle.

______________________________________________________________________________

Section E: Debts/Encumbrances/Liens/Liabilities

Do you have entries for Section E? _____Yes _____No

Instructions: List each liability equal to or greater than $1,000.

Number	Creditor	Full Amount of Liability	Last 4 Digits of Account Number	Is there Another Person who Owes on the Debt? Yes or No
1.
2.
3.
Total for Section E		$

A copy of documents detailing each listed liability.

______________________________________________________________________________

Section F: Sources of Income

Do you have entries for Section F? _____Yes _____No

Number	Type	Payor	Estimated Monthly Amount
1.
2.
3.
Total for Section F	$

Is the guardian the representative payee of Social Security benefits? _____Yes _____No

If no, who is the representative payee for the Social Security benefits?_______________

______________________________________________________________________

Section G: Lawsuits Against the Ward

Do you have entries for Section G? _____Yes _____No

Number	Description of Lawsuit or Claim	Estimated Amount of Claim	Court Address	Plaintiff's Name and Address	Describe Cause of Action	Date of Debt Occurrence
1.
2.
3.

______________________________________________________________________________

Section H: Pending Litigation and/or Lawsuits the Ward May Bring if Court Approval Is Received

Do you have entries for Section H? _____Yes _____No

Number	Description of Lawsuit or Claims	Case Number and Court Address	Defendant Name and Address	Describe Cause of Action	Attorney for Ward
1.
2.
3.

______________________________________________________________________________

Section I: Assets the Ward, as of the Date of the Letters of Guardianship, Was Entitled to Receive, but Has Not Received

Do you have entries for Section I? _____Yes _____No

Instructions: If the guardian has knowledge of assets the ward was entitled to receive as of the date of letters, but were not received the assets should be listed here. Examples: insurance policies, benefits, inheritance, or settlements from litigation.

Number	Description	Estimated Date of Receipt	Estimated Amount
1.
2.
3.

______________________________________________________________________________

Section J: Trusts

Do you have entries for Section J? _____Yes _____No

Number	Name of Current Trustee and Address	Ward's Interest	Estimated Date Trust was Created	Value of the Ward's Interest in the Trust
1.
2.
3.

Section K. Safe-Deposit Box

Does the ward lease a safe-deposit box? _____Yes _____No

If yes, location and number of safe-deposit box:_________________________

Does the ward lease a safe-deposit box with another individual or individuals? _____Yes _____No

Who is the joint lessee with the ward?_______________________________

Was an inventory of the safe-deposit box filed with the court as required by section 744.365, Florida Statutes?_____Yes _____No

Has the safe-deposit box been opened?_____Yes _____No

[certificate of service as required by Florida Rule of Judicial Administration 2.516 must be included if the incapacitated person is not a minor under 14 years of age and is not totally incapacitated.]

I certify that the foregoing document has been furnished to .....(name, address used for service, mailing address, and e-mail address) by (e-mail) (delivery) (mail) (fax).....on .....(date)......

____________________

Guardian's Signature

Guardian's Printed Name:____________________

_________________________

Guardian's Address:________________________

_________________________

Guardian's Phone Number:____________________

Guardian's E-mail Address:____________

FL. Prob. R. 5.910

Adopted by 301 So.3d 859, effective 9/3/2020.