1 | 1 | | |
---|
2 | 2 | | |
---|
3 | 3 | | HB 417 2025 |
---|
4 | 4 | | |
---|
5 | 5 | | |
---|
6 | 6 | | |
---|
7 | 7 | | CODING: Words stricken are deletions; words underlined are additions. |
---|
8 | 8 | | hb417-00 |
---|
9 | 9 | | Page 1 of 5 |
---|
10 | 10 | | 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 |
---|
11 | 11 | | |
---|
12 | 12 | | |
---|
13 | 13 | | |
---|
14 | 14 | | A bill to be entitled 1 |
---|
15 | 15 | | An act relating to curators of estates; amending s. 2 |
---|
16 | 16 | | 733.501, F.S.; revising the requirements for a court 3 |
---|
17 | 17 | | to appoint a curator of certain estates; providing 4 |
---|
18 | 18 | | that a curator has specified authority and duties; 5 |
---|
19 | 19 | | providing the circumstances in which a curator must 6 |
---|
20 | 20 | | take into its custody the estate of specified 7 |
---|
21 | 21 | | decedents or persons; requiring a curator to act as 8 |
---|
22 | 22 | | trustee when appointed by the court; requiring a 9 |
---|
23 | 23 | | curator to post a reasonable bond, determined by the 10 |
---|
24 | 24 | | court; providing an exception; providing that a 11 |
---|
25 | 25 | | curator is subject to removal and surcharge by the 12 |
---|
26 | 26 | | court; requiring a curator to file periodic reports 13 |
---|
27 | 27 | | with the court; requiring that certain details be 14 |
---|
28 | 28 | | included in such reports; requiring the court to 15 |
---|
29 | 29 | | review such reports at regular intervals; authorizing 16 |
---|
30 | 30 | | the court to require more frequent reporting or 17 |
---|
31 | 31 | | additional documents under certain circumstances; 18 |
---|
32 | 32 | | providing construction; making technical changes; 19 |
---|
33 | 33 | | reenacting s. 90.5021(1), F.S., relating to fiduciary 20 |
---|
34 | 34 | | lawyer-client privilege, to incorporate the amendment 21 |
---|
35 | 35 | | made to s. 733.501, F.S., in a reference thereto; 22 |
---|
36 | 36 | | providing an effective date. 23 |
---|
37 | 37 | | 24 |
---|
38 | 38 | | Be It Enacted by the Legislature of the State of Florida: 25 |
---|
39 | 39 | | |
---|
40 | 40 | | HB 417 2025 |
---|
41 | 41 | | |
---|
42 | 42 | | |
---|
43 | 43 | | |
---|
44 | 44 | | CODING: Words stricken are deletions; words underlined are additions. |
---|
45 | 45 | | hb417-00 |
---|
46 | 46 | | Page 2 of 5 |
---|
47 | 47 | | 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 |
---|
48 | 48 | | |
---|
49 | 49 | | |
---|
50 | 50 | | |
---|
51 | 51 | | 26 |
---|
52 | 52 | | Section 1. Section 733.501, Florida Statutes, is amended 27 |
---|
53 | 53 | | to read: 28 |
---|
54 | 54 | | 733.501 Curators.— 29 |
---|
55 | 55 | | (1) APPOINTMENT OF A CURATOR. — 30 |
---|
56 | 56 | | (a) When it is necessary, The court may appoint a curator 31 |
---|
57 | 57 | | at any time with notice to interested persons as the court deems 32 |
---|
58 | 58 | | appropriate after formal notice to the person apparently 33 |
---|
59 | 59 | | entitled to letters of administration . The curator may be 34 |
---|
60 | 60 | | authorized to perform any duty or function of a personal 35 |
---|
61 | 61 | | representative. 36 |
---|
62 | 62 | | (b) If there is significant great danger that any of the 37 |
---|
63 | 63 | | decedent's property is likely to be w asted, destroyed, or 38 |
---|
64 | 64 | | removed beyond the jurisdiction of the court and if the 39 |
---|
65 | 65 | | appointment of a curator would be delayed by giving notice, the 40 |
---|
66 | 66 | | court may appoint a curator without giving notice. 41 |
---|
67 | 67 | | (c) If probate has not been initiated within 2 years after 42 |
---|
68 | 68 | | the date of the decedent's death, the court must appoint a 43 |
---|
69 | 69 | | curator to represent the estate. 44 |
---|
70 | 70 | | (d) In any other proper case, the court may appoint a 45 |
---|
71 | 71 | | curator when deemed necessary to protect the interests of the 46 |
---|
72 | 72 | | estate. 47 |
---|
73 | 73 | | (e) The court may appoint a curator in unique 48 |
---|
74 | 74 | | circumstances not outlined in this section to ensure that the 49 |
---|
75 | 75 | | interests of the estate and its beneficiaries are adequately 50 |
---|
76 | 76 | | |
---|
77 | 77 | | HB 417 2025 |
---|
78 | 78 | | |
---|
79 | 79 | | |
---|
80 | 80 | | |
---|
81 | 81 | | CODING: Words stricken are deletions; words underlined are additions. |
---|
82 | 82 | | hb417-00 |
---|
83 | 83 | | Page 3 of 5 |
---|
84 | 84 | | 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 |
---|
85 | 85 | | |
---|
86 | 86 | | |
---|
87 | 87 | | |
---|
88 | 88 | | protected. 51 |
---|
89 | 89 | | (2) AUTHORITY AND DUTIES OF THE CURATOR. — 52 |
---|
90 | 90 | | (a) The curator has the same authority and powers as set 53 |
---|
91 | 91 | | forth in this part. 54 |
---|
92 | 92 | | (b) The curator must take into its custody the estate of a 55 |
---|
93 | 93 | | decedent or a person in any of the following circumstances: 56 |
---|
94 | 94 | | 1. When a decedent dies intestate in the county without 57 |
---|
95 | 95 | | heirs. 58 |
---|
96 | 96 | | 2. When a decedent dies leaving a will, and the personal 59 |
---|
97 | 97 | | representative named is absent or fails to qualify. 60 |
---|
98 | 98 | | 3. When an unknown decedent dies or is found dead in the 61 |
---|
99 | 99 | | county. 62 |
---|
100 | 100 | | 4. When money, property, papers, or other portions of the 63 |
---|
101 | 101 | | estate are left exposed to injury, waste, theft, loss, or 64 |
---|
102 | 102 | | mismanagement and no other person administers such property in 65 |
---|
103 | 103 | | the estate. 66 |
---|
104 | 104 | | 5. When a decedent dies intestate and his or her estate is 67 |
---|
105 | 105 | | located in the county, or is left in the county, and such estate 68 |
---|
106 | 106 | | is exposed to injury, waste, theft, loss, or mismanagement and 69 |
---|
107 | 107 | | the decedent does not leave a known spouse or heir in this 70 |
---|
108 | 108 | | state. 71 |
---|
109 | 109 | | 6. When the estate is that of a minor whose parents are 72 |
---|
110 | 110 | | dead, or if living, refuse or neglect to qualify as a 73 |
---|
111 | 111 | | conservator, or having been qualified, have been removed, or who 74 |
---|
112 | 112 | | have been found incompet ent to serve as a conservator, and who 75 |
---|
113 | 113 | | |
---|
114 | 114 | | HB 417 2025 |
---|
115 | 115 | | |
---|
116 | 116 | | |
---|
117 | 117 | | |
---|
118 | 118 | | CODING: Words stricken are deletions; words underlined are additions. |
---|
119 | 119 | | hb417-00 |
---|
120 | 120 | | Page 4 of 5 |
---|
121 | 121 | | 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 |
---|
122 | 122 | | |
---|
123 | 123 | | |
---|
124 | 124 | | |
---|
125 | 125 | | have no person appointed by law to take care of and manage the 76 |
---|
126 | 126 | | estate. 77 |
---|
127 | 127 | | 7. When the estate is that of a disabled or incapacitated 78 |
---|
128 | 128 | | person in the county who has no legal guardian or conservator 79 |
---|
129 | 129 | | and no person competent to take charge of such estate, or to act 80 |
---|
130 | 130 | | as such guardian or conservator, can be found who qualifies. 81 |
---|
131 | 131 | | 8. For any other cause in which the court finds it 82 |
---|
132 | 132 | | necessary to protect the estate from injury, waste, theft, loss, 83 |
---|
133 | 133 | | or mismanagement. 84 |
---|
134 | 134 | | (c) The curator shall act as trustee when appointed by the 85 |
---|
135 | 135 | | court Bond shall be required of the curator as the court deems 86 |
---|
136 | 136 | | necessary. No bond shall be required of banks and trust 87 |
---|
137 | 137 | | companies as curators . 88 |
---|
138 | 138 | | (3) BOND REQUIREMENTS.—Curators must post a reasonable 89 |
---|
139 | 139 | | bond, to be determined by the court. However, bonds are not 90 |
---|
140 | 140 | | required for banks and trust companies that serve as curators. 91 |
---|
141 | 141 | | (4) COMPENSATION.—Curators are shall be allowed reasonable 92 |
---|
142 | 142 | | compensation for their services, and the court may consider the 93 |
---|
143 | 143 | | provisions of s. 733.617. 94 |
---|
144 | 144 | | (5)(4) REMOVAL AND SURCHARGE. —Curators are shall be 95 |
---|
145 | 145 | | subject to removal and surcharge by the court. 96 |
---|
146 | 146 | | (6) PERIODIC COURT REVIEW. — 97 |
---|
147 | 147 | | (a) The curator shall file periodic reports with the 98 |
---|
148 | 148 | | court. Such reports must detail the actions taken by the curator 99 |
---|
149 | 149 | | in managing the estate. The court shall review such reports at 100 |
---|
150 | 150 | | |
---|
151 | 151 | | HB 417 2025 |
---|
152 | 152 | | |
---|
153 | 153 | | |
---|
154 | 154 | | |
---|
155 | 155 | | CODING: Words stricken are deletions; words underlined are additions. |
---|
156 | 156 | | hb417-00 |
---|
157 | 157 | | Page 5 of 5 |
---|
158 | 158 | | 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 |
---|
159 | 159 | | |
---|
160 | 160 | | |
---|
161 | 161 | | |
---|
162 | 162 | | regular intervals to ensure that the curator is effectively 101 |
---|
163 | 163 | | managing the estate and fulfilling its duties. 102 |
---|
164 | 164 | | (b) The court may require more frequent reporting or 103 |
---|
165 | 165 | | additional documentation as it deems necessary to protect the 104 |
---|
166 | 166 | | interests of the estate. 105 |
---|
167 | 167 | | (7) CONSISTENT TERMINOLOGY. —For clarity and to avoid 106 |
---|
168 | 168 | | confusion, the term "curat or" is used consistently throughout 107 |
---|
169 | 169 | | this part to refer to the appointed entity responsible for 108 |
---|
170 | 170 | | managing the estate. 109 |
---|
171 | 171 | | Section 2. For the purpose of incorporating the amendment 110 |
---|
172 | 172 | | made by this act to section 733.501, Florida Statutes, in a 111 |
---|
173 | 173 | | reference thereto, subsection (1) of section 90.5021, Florida 112 |
---|
174 | 174 | | Statutes, is reenacted to read: 113 |
---|
175 | 175 | | 90.5021 Fiduciary lawyer -client privilege.— 114 |
---|
176 | 176 | | (1) For the purpose of this section, a client acts as a 115 |
---|
177 | 177 | | fiduciary when serving as a personal representative or a trustee 116 |
---|
178 | 178 | | as defined in ss. 731.201 and 736.0103, an administrator ad 117 |
---|
179 | 179 | | litem as described in s. 733.308, a curator as described in s. 118 |
---|
180 | 180 | | 733.501, a guardian or guardian ad litem as defined in s. 119 |
---|
181 | 181 | | 744.102, a conservator as defined in s. 710.102, or an attorney 120 |
---|
182 | 182 | | in fact as described i n chapter 709. 121 |
---|
183 | 183 | | Section 3. This act shall take effect July 1, 2025. 122 |
---|