Florida 2024 Regular Session

Florida House Bill H0923 Compare Versions

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1010 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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14+A bill to be entitled 1
1515 An act relating to wills and estates; amending s. 2
1616 28.223, F.S.; expanding the types of probate documents 3
1717 that must be recorded; revising a provision for 4
1818 incorporating a certain direction by reference; 5
1919 amending s. 732.217, F.S.; revising the types of 6
2020 property subject to the provisions of a certain act; 7
2121 amending s. 732.218, F.S.; revising the types of 8
2222 property for which there is a rebuttable presumption 9
2323 under a specified act; amending s. 732.219, F.S.; 10
2424 specifying that certain property is either included or 11
2525 excluded from the probate estate at the time of death; 12
2626 defining the term "probate estate"; authorizing 13
2727 specified parties to waive certain property rights; 14
2828 specifying how such rights may be waived; requiring 15
2929 such waiver include specified language; repealing s. 16
3030 732.221, F.S., relating to perfection of title of 17
3131 personal representative or beneficiary; creating s. 18
3232 732.2211, F.S.; providing that demands and disput es 19
3333 arising under a certain act must be determined using a 20
3434 specified action; requiring such action be governed by 21
3535 specified rules; requiring such action be filed within 22
3636 a certain period of time; providing construction; 23
3737 providing that certain parties have no duty to 24
3838 discover if property is subject to a specified act; 25
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4747 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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5151 providing exceptions; providing that certain rights 26
5252 are forfeit if specified actions are not taken; 27
5353 prohibiting certain parties from being held liable in 28
5454 specified circumstances; providing constr uction; 29
5555 repealing s. 732.223, F.S., relating to perfection of 30
5656 title of surviving spouses; creating s. 732.2231, 31
5757 F.S.; providing definitions; providing that certain 32
5858 parties are not liable for specified actions taken 33
5959 regarding property subject to a certain a ct; amending 34
6060 s. 732.225, F.S.; expanding the types of property for 35
6161 which there is a certain conclusive presumption; 36
6262 amending s. 732.702, F.S.; expanding the types of 37
6363 rights which may be waived by a surviving spouse; 38
6464 expanding the types of rights considered to be "all 39
6565 rights" within a waiver; amending s. 733.212, F.S.; 40
6666 requiring a notice of administration state that 41
6767 specified parties have no duty to discover if property 42
6868 is subject to a certain act; providing an exception; 43
6969 amending s. 733.2121, F.S.; requirin g a notice to 44
7070 creditors state that specified parties have no duty to 45
7171 discover if property is subject to a certain act; 46
7272 providing an exception; amending s. 733.607, F.S.; 47
7373 specifying that specified parties have no rights to, 48
7474 and may not take possession of, c ertain property; 49
7575 providing an exception; providing effective dates. 50
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8484 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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8888 51
8989 Be It Enacted by the Legislature of the State of Florida: 52
9090 53
9191 Section 1. Effective January 1, 2025, subsection (1) of 54
9292 section 28.223, Florida Statutes, is amended to read: 55
9393 28.223 Probate records; recordation. — 56
9494 (1) The clerk of the circuit shall record all wills and 57
9595 codicils admitted to probate, orders admitting the will to 58
9696 probate, orders determining beneficiaries, orders revoking the 59
9797 probate of any wills and codicils, letters of administration, 60
9898 orders affecting or describing real property, final orders, 61
9999 orders of final discharge, and orders of guardianship filed in 62
100100 the clerk's office. No other petitions, pleadings, papers, or 63
101101 other orders relating to probate matters shall be recor ded 64
102102 except on the written direction of the court. The direction may 65
103103 be in the order by incorporation in the order of the words "To 66
104104 be recorded," or words to that effect. Failure to record an 67
105105 order or a judgment shall not affect its validity. 68
106106 Section 2. Section 732.217, Florida Statutes, is amended 69
107107 to read: 70
108108 732.217 Application. —Sections 732.216-732.228 apply to the 71
109109 disposition at death of the following property acquired by a 72
110110 married person: 73
111111 (1) Personal property , except personal property held as 74
112112 tenants by the entirety, wherever located, which: 75
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121121 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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125125 (a) Was acquired as, or became and remained, community 76
126126 property under the laws of another jurisdiction; 77
127127 (b) Was acquired with the rents, issues, or income of, or 78
128128 the proceeds from, or in exchange for, commu nity property; or 79
129129 (c) Is traceable to that community property. 80
130130 (2) Real property, except real property held as tenants by 81
131131 the entirety and homestead property , which is located in this 82
132132 state, and which: 83
133133 (a) Was acquired with the rents, issues, or inco me of, the 84
134134 proceeds from, or in exchange for, property acquired as, or 85
135135 which became and remained, community property under the laws of 86
136136 another jurisdiction; or 87
137137 (b) Is traceable to that community property. 88
138138 Section 3. Subsection (2) of section 732.218, Florida 89
139139 Statutes, is amended to read: 90
140140 732.218 Rebuttable presumptions. —In determining whether 91
141141 ss. 732.216-732.228 apply to specific property, the following 92
142142 rebuttable presumptions apply: 93
143143 (2) Real property located in this state , other than 94
144144 homestead and real property held as tenants by the entirety, and 95
145145 personal property wherever located acquired by a married person 96
146146 while domiciled in a jurisdiction under whose laws property 97
147147 could not then be acquired as com munity property and title to 98
148148 which was taken in a form which created rights of survivorship 99
149149 are presumed to be property to which these sections do not 100
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158158 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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162162 apply. 101
163163 Section 4. Section 732.219, Florida Statutes, is amended 102
164164 to read: 103
165165 732.219 Disposition upon d eath; waiver.— 104
166166 (1) Upon the death of a married person, one -half of the 105
167167 property to which ss. 732.216 -732.228 apply is the property of 106
168168 the surviving spouse , is not property of the decedent's probate 107
169169 estate, and is not subject to testamentary disposition b y the 108
170170 decedent or distribution under the laws of succession of this 109
171171 state. One-half of that property is the property of the 110
172172 decedent's probate estate decedent and is subject to 111
173173 testamentary disposition or distribution under the laws of 112
174174 succession of this s tate. The decedent's one -half of that 113
175175 property is not in the elective estate. For purposes of this 114
176176 section, the term "probate estate" means all property wherever 115
177177 located, that is subject to estate administration in any state 116
178178 of the United States or in the District of Columbia. 117
179179 (2) If not previously waived pursuant to s. 732.702, the 118
180180 right of a surviving spouse to assert a claim arising under ss. 119
181181 732.216-732.228, to any right, title, or interest in any 120
182182 property held by the decedent at the time of his or he r death 121
183183 may be waived, wholly or partly, by a written contract, 122
184184 agreement, or waiver, signed by the surviving spouse, or any 123
185185 person acting on behalf of a surviving spouse, including, but 124
186186 not limited to, an attorney in fact; agent; guardian of the 125
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195195 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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199199 property; or personal representative, if the written contract, 126
200200 agreement, or waiver includes the following or substantially 127
201201 similar language: 128
202202 "By executing this contract, agreement, or waiver, I intend 129
203203 to waive my right as a surviving spouse to assert a claim 130
204204 to any right, title or interest in property held by the 131
205205 decedent at the time of the decedent's death arising under 132
206206 the Florida Uniform Disposition of Community Property 133
207207 Rights at Death Act (ss. 732.216 -732.228, Florida 134
208208 Statutes), wholly or partly, as provided h erein." 135
209209 Section 5. Section 732.221, Florida Statutes, is repealed. 136
210210 Section 6. Section 732.2211, Florida Statutes, is created 137
211211 to read: 138
212212 732.2211 Demands or disputes; statute of repose. — 139
213213 (1)(a) Any demand or dispute arising, wholly or partly, 140
214214 under ss. 732.216-732.228, regarding any right, title, or 141
215215 interest in any property held by the decedent or surviving 142
216216 spouse at the time of the decedent's death shall be determined 143
217217 in an action for declaratory relief governed by the rules of 144
218218 civil procedure. Notwithstanding any other law, a complaint for 145
219219 such action must be filed within 2 years after the decedent's 146
220220 death or be forever barred. 147
221221 (b) A action for declaratory relief instituted pursuant to 148
222222 this section is not a claim, as defined in s. 731.201, and i s 149
223223 not subject to ss. 733.701 -733.710. 150
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232232 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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236236 (2) The personal representative or curator has no duty to 151
237237 discover whether property held by the decedent or surviving 152
238238 spouse at the time of the decedent's death is property to which 153
239239 ss. 732.216-732.228 apply, or may apply, unless a written demand 154
240240 is made by: 155
241241 (a) The surviving spouse or a beneficiary within 6 months 156
242242 after service of a copy of the notice of administration on the 157
243243 surviving spouse or beneficiary. 158
244244 (b) A creditor, except as provided in paragraph (c), 159
245245 within 3 months after the time of the first publication of the 160
246246 notice to creditors. 161
247247 (c) A creditor required to be served with a copy of the 162
248248 notice to creditors, within the later of 30 days after the date 163
249249 of service on the creditor or the time under paragra ph (b). 164
250250 (3) The rights of any interested person who fails to 165
251251 timely file an action for declaratory relief pursuant to this 166
252252 section are forfeited. The decedent's surviving spouse, personal 167
253253 representative or curator, or any other person or entity that at 168
254254 any time is in possession of any property to which ss. 732.216 -169
255255 732.228 apply, or may apply, shall not be subject to liability 170
256256 for any such forfeit rights. The decedent's personal 171
257257 representative or curator may distribute the assets of the 172
258258 decedent's estate without liability for any such forfeit rights. 173
259259 (4) This section does not affect any issue or matter not 174
260260 arising, wholly or partly, under ss. 732.216 -732.228. 175
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269269 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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273273 Section 7. Section 732.223, Florida Statutes, is repealed. 176
274274 Section 8. Section 732.2231, F lorida Statutes, is created 177
275275 to read: 178
276276 732.2231 Protection of payors and other third parties. — 179
277277 (1) As used in this section the terms: 180
278278 (a) "Governing instrument" has the same meaning as in s. 181
279279 732.2025. 182
280280 (b) "Payor" means the decedent's personal repres entative, 183
281281 a trustee of a trust created by the decedent, an insurer, 184
282282 business entity, employer, government, governmental agency or 185
283283 subdivision, or any other person authorized or obligated by law 186
284284 or a governing instrument to make payments. 187
285285 (c) "Person" has the same meaning as in s. 732.2025. 188
286286 (2) A property interest is subject to property rights 189
287287 under ss. 732.216-732.228, however a payor or other third party 190
288288 is not liable for paying, distributing, or transferring such 191
289289 property to a beneficiary designated i n a governing instrument, 192
290290 or for taking any other action in good faith reliance on the 193
291291 validity of a governing instrument. 194
292292 Section 9. Section 732.225, Florida Statutes, is amended 195
293293 to read: 196
294294 732.225 Acts of married persons. —Sections 732.216-732.228 197
295295 do not prevent married persons from severing or altering their 198
296296 interests in property to which these sections apply. The 199
297297 reinvestment of any property to which these sections apply in 200
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306306 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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310310 real property located in this state which is or becomes real or 201
311311 personal property held by tenants by the entirety or homestead 202
312312 property creates a conclusive presumption that the spouses have 203
313313 agreed to terminate the community property attribute of the 204
314314 property reinvested. 205
315315 Section 10. Subsection (1) of section 732.702, Florid a 206
316316 Statutes, is amended to read: 207
317317 732.702 Waiver of spousal rights. — 208
318318 (1) The rights of a surviving spouse to an elective share, 209
319319 intestate share, pretermitted share, homestead, exempt property, 210
320320 family allowance, or to assert a claim under the Florida Unif orm 211
321321 Disposition of Community Property Rights at Death Act as 212
322322 described in ss. 732.216 -732.228, and preference in appointment 213
323323 as personal representative of an intestate estate or any of 214
324324 those rights, may be waived, wholly or partly, before or after 215
325325 marriage, by a written contract, agreement, or waiver, signed by 216
326326 the waiving party in the presence of two subscribing witnesses. 217
327327 The requirement of witnesses shall be applicable only to 218
328328 contracts, agreements, or waivers signed by Florida residents 219
329329 after the effective date of this law. Any contract, agreement, 220
330330 or waiver executed by a nonresident of Florida, either before or 221
331331 after this law takes effect, is valid in this state if valid 222
332332 when executed under the laws of the state or country where it 223
333333 was executed, whether or not he or she is a Florida resident at 224
334334 the time of death. Unless the waiver provides to the contrary, a 225
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343343 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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347347 waiver of "all rights," or equivalent language, in the property 226
348348 or estate of a present or prospective spouse, or a complete 227
349349 property settlement ente red into after, or in anticipation of, 228
350350 separation, dissolution of marriage, or divorce, is a waiver of 229
351351 all rights to elective share, intestate share, pretermitted 230
352352 share, homestead, exempt property, family allowance, or to 231
353353 assert a claim under the Florida U niform Disposition of 232
354354 Community Property Rights at Death Act as described in ss. 233
355355 732.216-732.228, and preference in appointment as personal 234
356356 representative of an intestate estate, by the waiving party in 235
357357 the property of the other and a renunciation by the w aiving 236
358358 party of all benefits that would otherwise pass to the waiving 237
359359 party from the other by intestate succession or by the 238
360360 provisions of any will executed before the written contract, 239
361361 agreement, or waiver. 240
362362 Section 11. Paragraph (g) is added to subsec tion (2) of 241
363363 section 733.212, Florida Statutes, to read: 242
364364 733.212 Notice of administration; filing of objections. — 243
365365 (2) The notice shall state: 244
366366 (g) That the personal representative or curator has no 245
367367 duty to discover whether any property held at the time of the 246
368368 decedent's death by the decedent or the decedent's surviving 247
369369 spouse is property to which the Florida Uniform Disposition of 248
370370 Community Property Rights at Death Act as described in ss. 249
371371 732.216-732.228 applies, or may apply, unless a written demand 250
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380380 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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384384 is made by the surviving spouse or a beneficiary as specified 251
385385 under s. 732.2211. 252
386386 Section 12. Subsection (1) of section 733.2121, Florida 253
387387 Statutes, is amended to read: 254
388388 733.2121 Notice to creditors; filing of claims. — 255
389389 (1) Unless creditors' claims are o therwise barred by s. 256
390390 733.710, the personal representative shall promptly publish a 257
391391 notice to creditors. The notice shall contain the name of the 258
392392 decedent, the file number of the estate, the designation and 259
393393 address of the court in which the proceedings are pending, the 260
394394 name and address of the personal representative, the name and 261
395395 address of the personal representative's attorney, and the date 262
396396 of first publication. The notice shall state that creditors must 263
397397 file claims against the estate with the court durin g the time 264
398398 periods set forth in s. 733.702, or be forever barred. The 265
399399 notice shall state that a personal representative or curator has 266
400400 no duty to discover whether any property held at the time of the 267
401401 decedent's death by the decedent or the decedent's survi ving 268
402402 spouse is property to which the Florida Uniform Disposition of 269
403403 Community Property Rights at Death Act as described in ss. 270
404404 732.216-732.228, applies, or may apply, unless a written demand 271
405405 is made by a creditor as specified under s. 732.2211. 272
406406 Section 13. Subsection (1) of section 733.607, Florida 273
407407 Statutes, is amended to read: 274
408408 733.607 Possession of estate. — 275
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417417 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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421421 (1) Except as otherwise provided by a decedent's will, 276
422422 every personal representative has a right to, and shall take 277
423423 possession or control of, t he decedent's property, except the 278
424424 protected homestead, but any real property or tangible personal 279
425425 property may be left with, or surrendered to, the person 280
426426 presumptively entitled to it unless possession of the property 281
427427 by the personal representative will b e necessary for purposes of 282
428428 administration. The request by a personal representative for 283
429429 delivery of any property possessed by a beneficiary is 284
430430 conclusive evidence that the possession of the property by the 285
431431 personal representative is necessary for the purp oses of 286
432432 administration, in any action against the beneficiary for 287
433433 possession of it. The personal representative shall take all 288
434434 steps reasonably necessary for the management, protection, and 289
435435 preservation of the estate until distribution and may maintain 290
436436 an action to recover possession of property or to determine the 291
437437 title to it. Notwithstanding anything in this section, the 292
438438 personal representative has no right to, and shall not knowingly 293
439439 take possession or control of, a surviving spouse's one -half 294
440440 share of property to which the Florida Uniform Disposition of 295
441441 Community Property Rights at Death Act as described in ss. 296
442442 732.216-732.228, applies. 297
443443 Section 14. Except as otherwise expressly provided in this 298
444444 act, this act shall take effect upon becoming a law. 299