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CS/SB 720: Probate & Trusts

GENERAL BILL by Judiciary ; Burt

Probate & Trusts; redefines term "qualifying special needs trust" established for surviving spouse; revises provisions governing sources from which elective share is payable; clarifies circumstances which shift burden of proof in certain proceedings contesting validity of will; clarifies limitation on presentation of claims; requires certain trusts to contain specified notice; provides for establishment of trusts for animal, etc. Amends FS.

Effective Date: 04/23/2002 except as otherwise provided
 Last Action: 4/23/2002 - Approved by Governor; Chapter No. 2002-82
Bill Text: Web Page | PDF

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  • Bill History

    Date Chamber Action
    12/13/2001 Senate • Prefiled
    1/3/2002 Senate • Referred to Judiciary
    1/22/2002 Senate • Introduced, referred to Judiciary -SJ 00052
    2/14/2002 Senate • On Committee agenda-- Judiciary, 02/19/02, 9:00 am, 412-K
    2/19/2002 Senate • CS by- Judiciary; YEAS 8 NAYS 0 -SJ 00308; CS read first time on 02/21/02 -SJ 00310
    2/21/2002 Senate • Placed on Calendar, on second reading -SJ 00308
    3/13/2002 Senate • Placed on Special Order Calendar -SJ 00509; Read second time -SJ 00505; Amendment(s) adopted -SJ 00505; Ordered engrossed -SJ 00505
    3/14/2002 Senate • Read third time -SJ 00581; CS passed as amended; YEAS 36 NAYS 0 -SJ 00581; Immediately certified -SJ 00581
    3/14/2002 House • In Messages; Received, placed on Calendar -HJ 01435
    3/19/2002 House • Substituted for CS/HB 1127 -HJ 02106; Read second and third times -HJ 02106; CS passed; YEAS 117 NAYS 0 -HJ 02106
    3/19/2002 Senate • Ordered enrolled -SJ 01035
    4/9/2002 • Signed by Officers and presented to Governor
    4/23/2002 • Approved by Governor; Chapter No. 2002-82

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  • CS/SB 720, Enrolled (Current Bill Version) Posted 3/26/2002 at 1:53 AM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Related Bills (2)

    Bill Number Subject Filed By Relationship Last Action and Location
    H 1127 (e1) Probate & Trusts Negron Similar Last Action: 3/19/2002 H Substituted CS/SB 720; Laid on Table, Link/Iden/Sim/Compare passed, refer to CS/SB 720 (Ch. 2002-82) -HJ 02106
    Location:
    S 2272 Trusts for Care of Pet Animal Burt Compare Last Action: 3/22/2002 S Died in Committee on Judiciary, Link/Iden/Sim/Compare passed, refer to CS/SB 720 (Ch. 2002-82)
    Location:

    Citations - Statutes (12)

    Citation Catchline Location in Bill Location In Bill Help
    660.46 Substitution of fiduciaries.
    731.303 Representation.
    732.2025 Definitions.
    732.2075 Sources from which elective share payable; abatement.
    733.107 Burden of proof in contests.
    733.702 Limitations on presentation of claims.
    737.115
    737.116
    737.209
    737.303 Duty to inform and account to beneficiaries.
    737.3035
    737.307 Limitations on proceedings against trustees after beneficiary receives account.

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  • CS/SB 720, Engrossed 1 Posted 3/14/2002 at 10:54 AM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Floor Votes (2)

    Date Chamber Result
    3/14/2002 3:40 PM Senate 36 Yeas - 0 Nays
    3/19/2002 1:43 PM House 117 Yeas - 0 Nays

    Citations - Statutes (12)

    Citation Catchline Location in Bill Location In Bill Help
    660.46 Substitution of fiduciaries.
    731.303 Representation.
    732.2025 Definitions.
    732.2075 Sources from which elective share payable; abatement.
    733.107 Burden of proof in contests.
    733.702 Limitations on presentation of claims.
    737.115
    737.116
    737.209
    737.303 Duty to inform and account to beneficiaries.
    737.3035
    737.307 Limitations on proceedings against trustees after beneficiary receives account.

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  • CS/SB 720, Committee Substitute 1 Posted 2/22/2002 at 12:40 AM

    Bill Text:   Web Page | PDF
    Analyses:   Judiciary (Post-Meeting) 2/19/2002 (pdf)

    Floor Amendments (1)

    Amendment Sponsor Filed Last Floor Action Format
    484502 - Amendment
    		Burt 3/12/2002
    10:39 AM     		Senate: Adopted
    3/13/2002     		Web Page
    PDF

    Citations - Statutes (11)

    Citation Catchline Location in Bill Location In Bill Help
    660.46 Substitution of fiduciaries.
    731.303 Representation.
    732.2075 Sources from which elective share payable; abatement.
    733.107 Burden of proof in contests.
    733.702 Limitations on presentation of claims.
    737.115
    737.116
    737.209
    737.303 Duty to inform and account to beneficiaries.
    737.3035
    737.307 Limitations on proceedings against trustees after beneficiary receives account.

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  • SB 720, Original Filed Version Posted 12/14/2001 at 12:19 AM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Citations - Statutes (4)

    Citation Catchline Location in Bill Location In Bill Help
    732.2075 Sources from which elective share payable; abatement.
    733.107 Burden of proof in contests.
    733.702 Limitations on presentation of claims.
    737.115

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