LibGuides: Florida Estate Planning by Leesha Newkirk-Crouch: Legislative History

Who Can Make a Will & Execution of Wills--Fla. Stats. 732.501 & 732.502

Bill Drafts

1. 2003 FL S.B. 2700 (SN)

2003 Florida Senate Bill No. 2700, Florida 105th R, Jun 12, 2003, VERSION: Enacted - Interim, ACTION: Amended

Updating Legislation: 2003 Fla. Sess. Law Serv. Ch. 2003-154 (S.B. 2700) (WEST)

2. 2003 FL S.B. 2700 (SN)

2003 Florida Senate Bill No. 2700, Florida 105th R, Jun 12, 2003, VERSION: Chaptered, ACTION: Amended

Updating Legislation: 2003 Fla. Sess. Law Serv. Ch. 2003-154 (S.B. 2700) (WEST)

3. 2003 FL S.B. 2700 (SN)

2003 Florida Senate Bill No. 2700, Florida 105th R, Apr 30, 2003, VERSION: Enrolled, ACTION: Amended

Updating Legislation: 2003 Fla. Sess. Law Serv. Ch. 2003-154 (S.B. 2700) (WEST)

4. 2003 FL S.B. 2700 (SN)

2003 Florida Senate Bill No. 2700, Florida 105th R, Apr 02, 2003, VERSION: Introduced, ACTION: Amended

Updating Legislation: 2003 Fla. Sess. Law Serv. Ch. 2003-154 (S.B. 2700) (WEST)

5. 2003 FL S.B. 2700 (SN)

2003 Florida Senate Bill No. 2700, Florida 105th R, Mar 04, 2003, VERSION: Filed, ACTION: Amended

Updating Legislation: 2003 Fla. Sess. Law Serv. Ch. 2003-154 (S.B. 2700) (WEST)

Laws 2003, c. 2003–154, § 5, eff. June 12, 2003 - Additions are highlighted. Changes to definitions. "However, for purposes of this section, a conflict of interest shall be deemed to exist when each trustee of a trust that is a beneficiary of the estate is also a personal representative of the estate."
- Reports
  - 1. April 16, 2003, Senate Staff Analysis and Economic Impact Statement, Senate Bill 2700, FL Staff An., S.B. 2700, 4/16/2003
- Journals
  - 2. April 30, 2003, Journal of the Senate, 2003 Regular Session, Number 20, FL S. Jour., 2003 Reg. Sess., No. 20
  - 3. April 30, 2003, Journal of the House of Representatives, 2003 Regular Session, Number 30, FL H.R. Jour., 2003 Reg. Sess., No. 30
  - 4. April 28, 2003, Journal of the Senate, 2003 Regular Session, Number 18, FL S. Jour., 2003 Reg. Sess., No. 18
  - 5. April 28, 2003, Journal of the House of Representatives, 2003 Regular Session, Number 28, FL H.R. Jour., 2003 Reg. Sess., No. 28
  - 6. April 25, 2003, Journal of the Senate, 2003 Regular Session, Number 17, FL S. Jour., 2003 Reg. Sess., No. 17
  - 7. April 23, 2003, Journal of the Senate, 2003 Regular Session, Number 15, FL S. Jour., 2003 Reg. Sess., No. 15
  - 8. April 02, 2003, Journal of the Senate, 2003 Regular Session, Number 10, FL S. Jour., 2003 Reg. Sess., No. 10
Laws 2001, c. 2001–226, § 42, eff. Jan. 1, 2002 - Changes made are indicated by < >"An act relating to probate; amending s. 63.172, F.S.; providing for the right of inheritance with respect to adoption; amending s. 409.9101, F.S.; revising language with respect to recovery of payments made on behalf of certain Medicaid-eligible persons; amending s. 655.936, F.S., relating to the opening of a decedent's safe-deposit box; amending s. 731.005, F.S., relating to the Florida Probate Code; amending s. 731.011, F.S.; providing reference to the Florida Probate Rules with respect to the determination of substantive rights under the Florida Probate Code; amending s. 731.104, F.S. ; revising language with respect to the verification of documents; amending..."
- Reports
  - 9. April 03, 2001, House of Representatives Staff Analysis, House Bill 137, FL Staff An., H.B. 137, 4/3/2001
  - 10. March 07, 2001, House of Representatives Staff Analysis, House Bill 137, FL Staff An., H.B. 137, 3/7/2001
  - 11. February 14, 2001, House of Representatives Staff Analysis, House Bill 137, FL Staff An., H.B. 137, 2/14/2001
  - 12. February 07, 2001, House of Representatives Staff Analysis, House Bill 0137, FL Staff An., H.B. 137, 2/7/2001
  - 13. February 05, 2001, House of Representatives Staff Analysis, House Bill 137, FL Staff An., H.B. 137, 2/5/2001
- Journals
  - 14. May 04, 2001, Journal of the Senate, 2001 Regular Session, Number 26, FL S. Jour., 2001 Reg. Sess., No. 26, Part 1
  - 15. May 04, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 24, FL H.R. Jour., 2001 Reg. Sess., No. 24
  - 16. May 03, 2001, Journal of the Senate, 2001 Regular Session, Number 25, FL S. Jour., 2001 Reg. Sess., No. 25
  - 17. May 03, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 23, FL H.R. Jour., 2001 Reg. Sess., No. 23
  - 18. May 02, 2001, Journal of the Senate, 2001 Regular Session, Number 24, FL S. Jour., 2001 Reg. Sess., No. 24
  - 19. May 02, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 22, FL H.R. Jour., 2001 Reg. Sess., No. 22
  - 20. April 30, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 20, FL H.R. Jour., 2001 Reg. Sess., No. 20
  - 21. April 27, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 19, FL H.R. Jour., 2001 Reg. Sess., No. 19
  - 22. April 10, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 12, FL H.R. Jour., 2001 Reg. Sess., No. 12
  - 23. March 08, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 3, FL H.R. Jour., 2001 Reg. Sess., No. 3
  - 24. March 06, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 1, FL H.R. Jour., 2001 Reg. Sess., No. 1

Revocation by Act--Fla. Stat. 732.506

732.506. Revocation by act

"A will or codicil is revoked by the testator, or some other person in the testator's presence and at the testator's direction, by burning, tearing, canceling, defacing, obliterating, or destroying it with the intent, and for the purpose, of revocation."

Enacted Legislation Amended by Laws 1997, c. 97-102, § 963, eff. July 1, 1997

Revocation by Writing--Fla. Stat. 732.505

Laws 2001, c. 2001–226, § 44, eff. Jan. 1, 2002
- Reports
  - 1. April 03, 2001, House of Representatives Staff Analysis, House Bill 137, FL Staff An., H.B. 137, 4/3/2001
  - "Primarily, this bill contains numerous grammar and style changes to the Florida Probate Code, proposed by the Probate Law Committee of the Real Property, Probate and Trust Law Section, of the Florida Bar. Significant changes include:
    
    • Removing court procedure from the statutes in order to defer to court rules.
    
    • Providing that the effect of judgment of adoption is controlled by the Probate Code, not the adoption statutes.
    
    • Integrating the Medicaid claims system into the present system of dealing with claims in the estate, and providing a six month time limit for presentation of a Medicaid claim.
    
    • Separating notice to creditors from the notice of administration provided to beneficiaries.
    
    • Clarifying the grounds for removal of a personal representative, and providing specific procedures for replacing a personal representative upon death, resignation, or removal.
    
    • Changing and simplifying the method for opening of a safety deposit box.
    
    • Eliminating family administration, and increasing the jurisdictional amount for summary administration from $25,000 to $75,000.
    
    • Increasing the family allowance from $6,000 to $18,000 to adjust for inflation.
    
    • Fixing the elective share provisions changed in a previous session, before the changes go into effect this July.
    
    This bill does not appear to have a significant fiscal impact on state or local government."
  - 2. March 07, 2001, House of Representatives Staff Analysis, House Bill 137, FL Staff An., H.B. 137, 3/7/2001
  - 3. February 14, 2001, House of Representatives Staff Analysis, House Bill 137, FL Staff An., H.B. 137, 2/14/2001
  - 4. February 07, 2001, House of Representatives Staff Analysis, House Bill 0137, FL Staff An., H.B. 137, 2/7/2001
  - 5. February 05, 2001, House of Representatives Staff Analysis, House Bill 137, FL Staff An., H.B. 137, 2/5/2001
- Journals
  - 6. May 04, 2001, Journal of the Senate, 2001 Regular Session, Number 26, FL S. Jour., 2001 Reg. Sess., No. 26, Part 1
  - 7. May 04, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 24, FL H.R. Jour., 2001 Reg. Sess., No. 24
  - 8. May 03, 2001, Journal of the Senate, 2001 Regular Session, Number 25, FL S. Jour., 2001 Reg. Sess., No. 25
  - 9. May 03, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 23, FL H.R. Jour., 2001 Reg. Sess., No. 23
  - 10. May 02, 2001, Journal of the Senate, 2001 Regular Session, Number 24, FL S. Jour., 2001 Reg. Sess., No. 24
  - 11. May 02, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 22, FL H.R. Jour., 2001 Reg. Sess., No. 22
  - 12. April 30, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 20, FL H.R. Jour., 2001 Reg. Sess., No. 20
  - 13. April 27, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 19, FL H.R. Jour., 2001 Reg. Sess., No. 19
  - 14. April 10, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 12, FL H.R. Jour., 2001 Reg. Sess., No. 12
  - 15. March 08, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 3, FL H.R. Jour., 2001 Reg. Sess., No. 3
  - 16. March 06, 2001, Journal of the House of Representatives, 2001 Regular Session, Number 1, FL H.R. Jour., 2001 Reg. Sess., No. 1

Effect of Fraud, Duress, Mistake and Undue Influence--Fla. Stat. §732.5165

Laws 2011, c. 2011–183, § 6, eff. June 21, 2011
- Journals
  - 1. May 04, 2011, Journal of the House of Representatives, 2011 Regular Session, Number 40, FL H.R. Jour., 2011 Reg. Sess., No. 40
  - "A bill to be entitled An act relating to sovereign immunity; providing legislative findings and intent; amending s. 766.1115, F.S.; providing that specified provisions relating to sovereign immunity for health care providers do not apply to certain affiliation agreements or contracts to provide certain comprehensive health care services; amending s. 768.28, F.S.; expanding the definition of the term “officer, employee, or agent” for purposes of provisions expanding sovereign immunity to include certain colleges and universities when providing patient services..."
  - 2. April 29, 2011, Journal of the Senate, 2011 Regular Session, Number 18, FL S. Jour., 2011 Reg. Sess., No. 18
  - 3. April 28, 2011, Journal of the Senate, 2011 Regular Session, Number 17, FL S. Jour., 2011 Reg. Sess., No. 17
  - 4. April 14, 2011, Journal of the House of Representatives, 2011 Regular Session, Number 26, FL H.R. Jour., 2011 Reg. Sess., No. 26
  - 5. March 21, 2011, Journal of the House of Representatives, 2011 Regular Session, Number 9, FL H.R. Jour., 2011 Reg. Sess., No. 9
  - 6. March 18, 2011, Journal of the House of Representatives, 2011 Regular Session, Number 8, FL H.R. Jour., 2011 Reg. Sess., No. 8
  - 7. March 08, 2011, Journal of the House of Representatives, 2011 Regular Session, Number 1, FL H.R. Jour., 2011 Reg. Sess., No. 1

Effect of Fraud, Duress, Mistake and Undue Influence--Fla. Stat. §732.5165

Bill Drafts

1. 2011 FL H.B. 325 (NS)

2011 Florida House Bill No. 325, Florida One Hundred Thirteenth Regular Session, Jun 21, 2011, VERSION: Adopted, ACTION: Amended

Updating Legislation: 2011 Fla. Sess. Law Serv. Ch. 2011-183 (C.S.H.B. 325) (WEST)

"Provides fiduciary lawyer-client privilege; revises provisions relating to intestate share of surviving spouse; provides right to reform terms of will to correct mistakes or achieve tax objectives; provides for award of fees clarifies that revocation of will is subject to challenge on grounds of fraud, duress, mistake, or undue influence, etc. "

2. 2011 FL H.B. 325 (NS)

2011 Florida House Bill No. 325, Florida One Hundred Thirteenth Regular Session, May 02, 2011, VERSION: Enrolled, ACTION: Amended

Updating Legislation: 2011 Fla. Sess. Law Serv. Ch. 2011-183 (C.S.H.B. 325) (WEST)

3. 2011 FL H.B. 325 (NS)

2011 Florida House Bill No. 325, Florida One Hundred Thirteenth Regular Session, Mar 18, 2011, VERSION: Amended/Substituted, ACTION: Amended

Updating Legislation: 2011 Fla. Sess. Law Serv. Ch. 2011-183 (C.S.H.B. 325) (WEST)

4. 2011 FL H.B. 325 (NS)

2011 Florida House Bill No. 325, Florida One Hundred Thirteenth Regular Session, Mar 17, 2011, VERSION: Amended/Substituted, ACTION: Amended

Updating Legislation: 2011 Fla. Sess. Law Serv. Ch. 2011-183 (C.S.H.B. 325) (WEST)

5. 2011 FL H.B. 325 (NS)

2011 Florida House Bill No. 325, Florida One Hundred Thirteenth Regular Session, Mar 08, 2011, VERSION: Introduced, ACTION: Amended

Updating Legislation: 2011 Fla. Sess. Law Serv. Ch. 2011-183 (C.S.H.B. 325) (WEST)

6. 2011 FL H.B. 325 (NS)

2011 Florida House Bill No. 325, Florida One Hundred Thirteenth Regular Session, Jan 21, 2011, VERSION: Filed, ACTION: Amended

Updating Legislation: 2011 Fla. Sess. Law Serv. Ch. 2011-183 (C.S.H.B. 325) (WEST)