Florida 2025 Regular Session

Florida House Bill H0417 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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1414 A bill to be entitled 1
1515 An act relating to curators of estates; amending s. 2
1616 733.501, F.S.; revising the requirements for a court 3
1717 to appoint a curator of certain estates; providing 4
1818 that a curator has specified authority and duties; 5
1919 providing the circumstances in which a curator must 6
2020 take into its custody the estate of specified 7
2121 decedents or persons; requiring a curator to act as 8
2222 trustee when appointed by the court; requiring a 9
2323 curator to post a reasonable bond, determined by the 10
2424 court; providing an exception; providing that a 11
2525 curator is subject to removal and surcharge by the 12
2626 court; requiring a curator to file periodic reports 13
2727 with the court; requiring that certain details be 14
2828 included in such reports; requiring the court to 15
2929 review such reports at regular intervals; authorizing 16
3030 the court to require more frequent reporting or 17
3131 additional documents under certain circumstances; 18
3232 providing construction; making technical changes; 19
3333 reenacting s. 90.5021(1), F.S., relating to fiduciary 20
3434 lawyer-client privilege, to incorporate the amendment 21
3535 made to s. 733.501, F.S., in a reference thereto; 22
3636 providing an effective date. 23
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3838 Be It Enacted by the Legislature of the State of Florida: 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 26
5252 Section 1. Section 733.501, Florida Statutes, is amended 27
5353 to read: 28
5454 733.501 Curators.— 29
5555 (1) APPOINTMENT OF A CURATOR. — 30
5656 (a) When it is necessary, The court may appoint a curator 31
5757 at any time with notice to interested persons as the court deems 32
5858 appropriate after formal notice to the person apparently 33
5959 entitled to letters of administration . The curator may be 34
6060 authorized to perform any duty or function of a personal 35
6161 representative. 36
6262 (b) If there is significant great danger that any of the 37
6363 decedent's property is likely to be w asted, destroyed, or 38
6464 removed beyond the jurisdiction of the court and if the 39
6565 appointment of a curator would be delayed by giving notice, the 40
6666 court may appoint a curator without giving notice. 41
6767 (c) If probate has not been initiated within 2 years after 42
6868 the date of the decedent's death, the court must appoint a 43
6969 curator to represent the estate. 44
7070 (d) In any other proper case, the court may appoint a 45
7171 curator when deemed necessary to protect the interests of the 46
7272 estate. 47
7373 (e) The court may appoint a curator in unique 48
7474 circumstances not outlined in this section to ensure that the 49
7575 interests of the estate and its beneficiaries are adequately 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 protected. 51
8989 (2) AUTHORITY AND DUTIES OF THE CURATOR. — 52
9090 (a) The curator has the same authority and powers as set 53
9191 forth in this part. 54
9292 (b) The curator must take into its custody the estate of a 55
9393 decedent or a person in any of the following circumstances: 56
9494 1. When a decedent dies intestate in the county without 57
9595 heirs. 58
9696 2. When a decedent dies leaving a will, and the personal 59
9797 representative named is absent or fails to qualify. 60
9898 3. When an unknown decedent dies or is found dead in the 61
9999 county. 62
100100 4. When money, property, papers, or other portions of the 63
101101 estate are left exposed to injury, waste, theft, loss, or 64
102102 mismanagement and no other person administers such property in 65
103103 the estate. 66
104104 5. When a decedent dies intestate and his or her estate is 67
105105 located in the county, or is left in the county, and such estate 68
106106 is exposed to injury, waste, theft, loss, or mismanagement and 69
107107 the decedent does not leave a known spouse or heir in this 70
108108 state. 71
109109 6. When the estate is that of a minor whose parents are 72
110110 dead, or if living, refuse or neglect to qualify as a 73
111111 conservator, or having been qualified, have been removed, or who 74
112112 have been found incompet ent to serve as a conservator, and who 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 have no person appointed by law to take care of and manage the 76
126126 estate. 77
127127 7. When the estate is that of a disabled or incapacitated 78
128128 person in the county who has no legal guardian or conservator 79
129129 and no person competent to take charge of such estate, or to act 80
130130 as such guardian or conservator, can be found who qualifies. 81
131131 8. For any other cause in which the court finds it 82
132132 necessary to protect the estate from injury, waste, theft, loss, 83
133133 or mismanagement. 84
134134 (c) The curator shall act as trustee when appointed by the 85
135135 court Bond shall be required of the curator as the court deems 86
136136 necessary. No bond shall be required of banks and trust 87
137137 companies as curators . 88
138138 (3) BOND REQUIREMENTS.—Curators must post a reasonable 89
139139 bond, to be determined by the court. However, bonds are not 90
140140 required for banks and trust companies that serve as curators. 91
141141 (4) COMPENSATION.—Curators are shall be allowed reasonable 92
142142 compensation for their services, and the court may consider the 93
143143 provisions of s. 733.617. 94
144144 (5)(4) REMOVAL AND SURCHARGE. —Curators are shall be 95
145145 subject to removal and surcharge by the court. 96
146146 (6) PERIODIC COURT REVIEW. — 97
147147 (a) The curator shall file periodic reports with the 98
148148 court. Such reports must detail the actions taken by the curator 99
149149 in managing the estate. The court shall review such reports at 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 regular intervals to ensure that the curator is effectively 101
163163 managing the estate and fulfilling its duties. 102
164164 (b) The court may require more frequent reporting or 103
165165 additional documentation as it deems necessary to protect the 104
166166 interests of the estate. 105
167167 (7) CONSISTENT TERMINOLOGY. —For clarity and to avoid 106
168168 confusion, the term "curat or" is used consistently throughout 107
169169 this part to refer to the appointed entity responsible for 108
170170 managing the estate. 109
171171 Section 2. For the purpose of incorporating the amendment 110
172172 made by this act to section 733.501, Florida Statutes, in a 111
173173 reference thereto, subsection (1) of section 90.5021, Florida 112
174174 Statutes, is reenacted to read: 113
175175 90.5021 Fiduciary lawyer -client privilege.— 114
176176 (1) For the purpose of this section, a client acts as a 115
177177 fiduciary when serving as a personal representative or a trustee 116
178178 as defined in ss. 731.201 and 736.0103, an administrator ad 117
179179 litem as described in s. 733.308, a curator as described in s. 118
180180 733.501, a guardian or guardian ad litem as defined in s. 119
181181 744.102, a conservator as defined in s. 710.102, or an attorney 120
182182 in fact as described i n chapter 709. 121
183183 Section 3. This act shall take effect July 1, 2025. 122