Senate Bill 1042

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    Florida Senate - 2000                                  SB 1042

    By Senator Saunders





    25-732-00

  1                      A bill to be entitled

  2         An act relating to unclaimed funds held by a

  3         guardian; amending s. 744.534, F.S.; increasing

  4         the threshold value of such funds for which

  5         publication of a notice of disposition is

  6         required; providing an effective date.

  7

  8  Be It Enacted by the Legislature of the State of Florida:

  9

10         Section 1.  Section 744.534, Florida Statutes, is

11  amended to read:

12         744.534  Disposition of unclaimed funds held by

13  guardian.--

14         (1)  In all cases in which it is appropriate for the

15  guardianship to terminate due to the ward's death and in which

16  property in the hands of the guardian cannot be distributed

17  because no estate proceeding has been instituted, the guardian

18  of the property shall be considered an interested person

19  pursuant to s. 733.202 and may, after a reasonable time,

20  institute such a proceeding.  In the alternative, the guardian

21  may follow the procedures set forth in subsection (2).

22         (2)(a)  In those cases in which it is appropriate for

23  the guardianship to terminate pursuant to s. 744.521 and in

24  which property in the hands of a guardian cannot be

25  distributed to the ward or the ward's estate solely because

26  the guardian is unable to locate the ward through diligent

27  search, the court shall order the guardian of the property to

28  sell the property of the ward and deposit the proceeds and

29  cash already on hand after retaining those amounts provided

30  for in paragraph (e) with the clerk of the court exercising

31  jurisdiction over the guardianship and receive a receipt.  The

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    Florida Senate - 2000                                  SB 1042
    25-732-00




  1  clerk shall deposit the funds in the registry of the court, to

  2  be disposed of as follows:

  3         1.  If the value of the funds is $500 $50 or less, the

  4  clerk shall post a notice for 30 days at the courthouse door

  5  giving the amount involved, the name of the ward, and other

  6  pertinent information that will put interested persons on

  7  notice.

  8         2.  If the value of the funds is over $500 $50, the

  9  clerk shall publish the notice once a month for 2 consecutive

10  months in a newspaper of general circulation in the county.

11         3.  After the expiration of 6 months from the posting

12  or first publication, the clerk shall deposit the funds with

13  the State Treasurer after deducting his or her fees and the

14  costs of publication.

15         (b)  Upon receipt of the funds, the State Treasurer

16  shall deposit them to the credit of public guardianship. All

17  interest and all income that may accrue from the money while

18  so deposited shall belong to the fund.  The funds so deposited

19  shall constitute and be a permanent appropriation for payments

20  by the State Treasurer in obedience to court orders entered as

21  provided by paragraph (c).

22         (c)  Within 10 years from the date of deposit with the

23  State Treasurer, on written petition to the court that

24  directed the deposit of the funds and informal notice to the

25  Department of Legal Affairs, and after proof of his or her

26  right to them, any person entitled to the funds, before or

27  after payment to the State Treasurer and deposit as provided

28  for in paragraph (a), may obtain a court order directing the

29  payment of the funds to him or her. All funds deposited with

30  the State Treasurer and not claimed within 10 years from the

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    Florida Senate - 2000                                  SB 1042
    25-732-00




  1  date of deposit shall escheat to the state for the benefit of

  2  public guardianship.

  3         (d)  Upon depositing the funds with the clerk, the

  4  guardian of the property may proceed with the filing of his or

  5  her final return and application for discharge under s.

  6  744.527.

  7         (e)  The guardian depositing assets with the clerk is

  8  permitted to retain from the funds in his or her possession a

  9  sufficient amount to pay the final costs of administration,

10  including guardian and attorney's fees accruing between the

11  deposit of the funds with the clerk of the court and the order

12  of discharge.  Any surplus funds so retained must be deposited

13  with the clerk prior to discharge of the guardian of the

14  property.

15         Section 2.  This act shall take effect July 1, 2000.

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18                          SENATE SUMMARY

19    Provides that when unclaimed guardianship funds deposited
      with the court are $500 or less, the clerk may provide
20    notice of their disposal by notice for 30 days at the
      courthouse door. When such funds are in excess of $500,
21    notice must be published in a newspaper of general
      circulation in the county for 2 consecutive months.
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