| 1 | A bill to be entitled |
| 2 | An act relating to probate; amending s. 731.201, F.S.; |
| 3 | excluding real property owned in tenancy by the |
| 4 | entireties or in joint tenancy with rights of |
| 5 | survivorship from the definition of the term |
| 6 | "protected homestead"; clarifying the application of |
| 7 | amendments to s. 732.102, F.S., made by chapter 2011- |
| 8 | 183, Laws of Florida, relating to a spouse's share of |
| 9 | an intestate estate; amending s. 732.401, F.S.; |
| 10 | revising the period of time during which an attorney |
| 11 | in fact or guardian of the property of a surviving |
| 12 | spouse may petition for approval to elect to take a |
| 13 | one-half interest in the decedent's homestead; |
| 14 | specifying the minimum duration of an extension of |
| 15 | time; creating s. 732.1081, F.S.; barring inheritance |
| 16 | rights of a natural or adoptive parent whose parental |
| 17 | rights have been previously terminated pursuant to |
| 18 | law; providing for application of the act; providing |
| 19 | effective dates. |
| 20 |
|
| 21 | Be It Enacted by the Legislature of the State of Florida: |
| 22 |
|
| 23 | Section 1. Effective July 1, 2012, and applicable to |
| 24 | proceedings pending before or commenced on or after July 1, |
| 25 | 2012, subsection (33) of section 731.201, Florida Statutes, is |
| 26 | amended to read: |
| 27 | 731.201 General definitions.-Subject to additional |
| 28 | definitions in subsequent chapters that are applicable to |
| 29 | specific chapters or parts, and unless the context otherwise |
| 30 | requires, in this code, in s. 409.9101, and in chapters 736, |
| 31 | 738, 739, and 744, the term: |
| 32 | (33) "Protected homestead" means the property described in |
| 33 | s. 4(a)(1), Art. X of the State Constitution on which at the |
| 34 | death of the owner the exemption inures to the owner's surviving |
| 35 | spouse or heirs under s. 4(b), Art. X of the State Constitution. |
| 36 | For purposes of the code, real property owned in tenancy by the |
| 37 | entireties or in joint tenancy with rights of survivorship as |
| 38 | tenants by the entirety is not protected homestead. |
| 39 | Section 2. Notwithstanding section 2 or section 14 of |
| 40 | chapter 2011-183, Laws of Florida, the amendments to section |
| 41 | 732.102, Florida Statutes, made by section 2 of that act apply |
| 42 | only to the estates of decedents dying on or after October 1, |
| 43 | 2011. |
| 44 | Section 3. Effective July 1, 2012, and applicable only to |
| 45 | estates of persons dying on or after July 1, 2012, section |
| 46 | 732.401, Florida Statutes, is amended to read: |
| 47 | 732.401 Descent of homestead.- |
| 48 | (1) If not devised as authorized by law and the |
| 49 | constitution, the homestead shall descend in the same manner as |
| 50 | other intestate property; but if the decedent is survived by a |
| 51 | spouse and one or more descendants, the surviving spouse shall |
| 52 | take a life estate in the homestead, with a vested remainder to |
| 53 | the descendants in being at the time of the decedent's death per |
| 54 | stirpes. |
| 55 | (2) In lieu of a life estate under subsection (1), the |
| 56 | surviving spouse may elect to take an undivided one-half |
| 57 | interest in the homestead as a tenant in common, with the |
| 58 | remaining undivided one-half interest vesting in the decedent's |
| 59 | descendants in being at the time of the decedent's death, per |
| 60 | stirpes. |
| 61 | (a) The right of election may be exercised: |
| 62 | 1. By the surviving spouse; or |
| 63 | 2. With the approval of a court having jurisdiction of the |
| 64 | real property, by an attorney in fact or guardian of the |
| 65 | property of the surviving spouse. Before approving the election, |
| 66 | the court shall determine that the election is in the best |
| 67 | interests of the surviving spouse during the spouse's probable |
| 68 | lifetime. |
| 69 | (b) The election must be made within 6 months after the |
| 70 | decedent's death and during the surviving spouse's lifetime. The |
| 71 | time for making the election may not be extended except as |
| 72 | provided in paragraph (c). |
| 73 | (c) A petition by an attorney in fact or by a guardian of |
| 74 | the property of the surviving spouse for approval to make the |
| 75 | election must be filed within 6 months after the decedent's |
| 76 | death and during the surviving spouse's lifetime. If the |
| 77 | petition is timely filed, the time for making the election shall |
| 78 | be extended for at least 30 days after the rendition of the |
| 79 | order allowing the election tolls the time for making the |
| 80 | election until 6 months after the decedent's death or 30 days |
| 81 | after the rendition of an order authorizing the election, |
| 82 | whichever occurs last. |
| 83 | (d) Once made, the election is irrevocable. |
| 84 | (e) The election shall be made by filing a notice of |
| 85 | election containing the legal description of the homestead |
| 86 | property for recording in the official record books of the |
| 87 | county or counties where the homestead property is located. The |
| 88 | notice must be in substantially the following form: |
| 89 |
|
| 90 | ELECTION OF SURVIVING SPOUSE |
| 91 | TO TAKE A ONE-HALF INTEREST OF |
| 92 | DECEDENT'S INTEREST IN |
| 93 | HOMESTEAD PROPERTY |
| 94 |
|
| 95 | STATE OF........ |
| 96 | COUNTY OF........ |
| 97 | 1. The decedent, ................, died on ............. |
| 98 | On the date of the decedent's death, The decedent was married to |
| 99 | ............, who survived the decedent. |
| 100 | 2. At the time of the decedent's death, the decedent owned |
| 101 | an interest in real property that the affiant believes to be |
| 102 | homestead property described in s. 4, Article X of the State |
| 103 | Constitution, which that real property being in ........ County, |
| 104 | Florida, and described as: ...(description of homestead |
| 105 | property).... |
| 106 | 3. Affiant elects to take one-half of decedent's interest |
| 107 | in the homestead as a tenant in common in lieu of a life estate. |
| 108 | 4. If affiant is not the surviving spouse, affiant is the |
| 109 | surviving spouse's attorney in fact or guardian of the property, |
| 110 | and an order has been rendered by a court having jurisdiction of |
| 111 | the real property authorizing the undersigned to make this |
| 112 | election. |
| 113 |
|
| 114 | ............ |
| 115 | ...(Affiant)... |
| 116 |
|
| 117 | Sworn to (or affirmed) and subscribed before me this .... day of |
| 118 | ...(month)..., ...(year)..., by ...(affiant)... |
| 119 |
|
| 120 | ...(Signature of Notary Public-State of Florida)... |
| 121 |
|
| 122 | ...(Print, Type, or Stamp Commissioned Name of Notary Public)... |
| 123 |
|
| 124 | Personally Known OR Produced Identification |
| 125 | ...(Type of Identification Produced)... |
| 126 | (3) Unless and until an election is made under subsection |
| 127 | (2), expenses relating to the ownership of the homestead shall |
| 128 | be allocated between the surviving spouse, as life tenant, and |
| 129 | the decedent's descendants, as remaindermen, in accordance with |
| 130 | chapter 738. If an election is made, expenses relating to the |
| 131 | ownership of the homestead shall be allocated between the |
| 132 | surviving spouse and the descendants as tenants in common in |
| 133 | proportion to their respective shares, effective as of the date |
| 134 | the election is filed for recording. |
| 135 | (4) If the surviving spouse's life estate created in |
| 136 | subsection (1) is disclaimed pursuant to chapter 739, the |
| 137 | interests of the decedent's descendants may not be divested. |
| 138 | (5) This section does not apply to property that the |
| 139 | decedent owned in tenancy by the entireties or in joint tenancy |
| 140 | with rights of survivorship. |
| 141 | Section 4. Effective July 1, 2012, and applicable only to |
| 142 | estates of persons dying on or after July 1, 2012, section |
| 143 | 732.1081, Florida Statutes, is created to read: |
| 144 | 732.1081 Termination of parental rights.-For the purpose |
| 145 | of intestate succession by a natural or adoptive parent, a |
| 146 | natural or adoptive parent is barred from inheriting from or |
| 147 | through a child if the natural or adoptive parent's parental |
| 148 | rights were terminated pursuant to chapter 39 prior to the death |
| 149 | of the child, and the natural or adoptive parent shall be |
| 150 | treated as if the parent predeceased the child. |
| 151 | Section 5. Except as otherwise expressly provided in this |
| 152 | act, this act shall take effect upon becoming a law. |