What paperwork and receipts does the court require before issuing final distributions? - Florida
The Short Answer
In Florida probate, the court typically expects a final accounting and a petition for discharge (with a plan of distribution) before the estate is wrapped up—and the personal representative usually needs proof the estate was properly distributed (often beneficiary receipts) before the court will enter a final discharge order.
Exactly what “proof” is sufficient can vary by case and county practice, which is why it’s smart to have a Florida probate attorney manage the closing and distribution paperwork.
What Florida Law Says
Florida’s Probate Code contemplates that an estate is closed when administration is complete and the personal representative is formally discharged. In practice, courts want to see documentation showing the estate’s money and property were handled correctly (accounting), that creditors/taxes/expenses were addressed, and that the remaining assets were distributed to the right people.
The Statute
The primary law governing this issue is Fla. Stat. § 733.901 (Final discharge).
This statute establishes that once administration is completed, the personal representative is discharged, and that discharge generally releases the personal representative (and surety) from further liability for the administration.
In many estates, the “paperwork and receipts” that support final distribution/discharge commonly include:
- Final accounting showing all receipts, disbursements, and proposed final distributions (and supporting documentation for major transactions when requested).
- Petition for discharge that represents the estate has been fully administered, claims/taxes/expenses are handled, and sets out a plan of distribution.
- Evidence of distribution (often signed receipts from beneficiaries/heirs, and sometimes proof of transfers for specific assets).
If you want more background reading, see: What Is the Final Accounting in the Florida Probate Process? and What Do I Need to Do to Close a Probate Estate in Florida?.
Why You Should Speak with an Attorney
While the statute provides the general rule, applying it to your specific situation is rarely simple. Legal outcomes often depend on:
- Strict Deadlines: Closing an estate and obtaining discharge can be time-sensitive, and objections can be deadline-driven—missing a timing requirement can delay distributions or trigger litigation risk.
- Burden of Proof: If a beneficiary challenges the accounting or distribution, the personal representative may need to justify transactions with bank records, closing statements, invoices, and other documentation—not just a summary.
- Exceptions: Distributions can be complicated by creditor issues, disputed beneficiary status, missing heirs, tax questions, or conditions on distributions—any of which can require court involvement and tailored filings.
Trying to handle this alone can lead to objections, delays, or personal liability exposure for the personal representative. A Florida probate attorney can ensure the closing package is complete, properly served, and supported by the right evidence so distributions and discharge are not derailed.
Get Connected with a Florida Attorney
Do not leave your legal outcome to chance. We can connect you with a pre-screened Probate attorney in Florida to discuss your specific facts and options.
Disclaimer: This article provides general information under Florida law and does not create an attorney-client relationship. Laws change frequently. For legal advice specific to your situation, please consult with a licensed attorney.