Florida 2025 Regular Session

Florida House Bill H0417 Latest Draft

Bill / Introduced Version Filed 02/05/2025

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