Senate Bill 872 (2015) - The Florida Senate

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CS/CS/SB 872: Estates

GENERAL BILL by Banking and Insurance ; Judiciary ; Hukill

Estates; Authorizing the court, if costs and attorney fees are to be paid from the estate under specified sections of law, to direct payment from a certain part of the estate or, under specified circumstances, to direct payment from a trust; requiring a personal representative to be removed and the letters of administration revoked if he or she was not qualified to act at the time of appointment; providing that a governing instrument may not direct that taxes be paid from property other than property passing under the governing instrument, except under specified conditions, etc.

Effective Date: 7/1/2015
Last Action: 5/15/2015 - Chapter No. 2015-27
Bill Text: Web Page | PDF

Senate Committee References:

Judiciary (JU)
Banking and Insurance (BI)
Rules (RC)

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Bill History

Date	Chamber	Action
2/12/2015	Senate	• Filed
2/20/2015	Senate	• Referred to Judiciary; Banking and Insurance; Rules -SJ 91
3/3/2015	Senate	• Introduced -SJ 91
3/5/2015	Senate	• On Committee agenda-- Judiciary, 03/10/15, 4:00 pm, 110 Senate Office Building
3/10/2015	Senate	• CS by Judiciary; YEAS 10 NAYS 0 -SJ 192
3/12/2015	Senate	• Pending reference review under Rule 4.7(2) - (Committee Substitute) • Now in Banking and Insurance -SJ 192
3/17/2015	Senate	• CS by Judiciary read 1st time -SJ 207
3/26/2015	Senate	• On Committee agenda-- Banking and Insurance, 03/31/15, 10:00 am, 110 Senate Office Building
3/31/2015	Senate	• CS/CS by Banking and Insurance; YEAS 9 NAYS 0 -SJ 344
4/2/2015	Senate	• Pending reference review under Rule 4.7(2) - (Committee Substitute) • Now in Rules -SJ 344 • CS/CS by Banking and Insurance read 1st time -SJ 346
4/6/2015	Senate	• On Committee agenda-- Rules, 04/09/15, 9:00 am, 110 Senate Office Building
4/9/2015	Senate	• Favorable by- Rules; YEAS 12 NAYS 0 -SJ 377
4/10/2015	Senate	• Placed on Calendar, on 2nd reading -SJ 377 • Placed on Special Order Calendar, 04/14/15
4/14/2015	Senate	• Retained on Special Order Calendar -SJ 422
4/22/2015	Senate	• Read 2nd time -SJ 464 • Amendment(s) adopted (388318, 733094, 738696) -SJ 464 • Ordered engrossed -SJ 465 • Placed on 3rd reading
4/23/2015	Senate	• Read 3rd time -SJ 574 • CS passed as amended; YEAS 39 NAYS 0 -SJ 575
4/23/2015	House	• In Messages
4/24/2015	House	• Referred to Calendar -HJ 848 • Placed on Special Order Calendar, 04/27/15 • Received -HJ 847
4/27/2015	House	• Read 2nd time -HJ 861 • Substituted for CS/CS/CS/HB 343 -HJ 862 • Placed on 3rd reading
4/28/2015	House	• Read 3rd time -HJ 879 • CS passed; YEAS 118 NAYS 0 -HJ 880
4/28/2015	Senate	• Ordered enrolled -SJ 703
5/7/2015		• Signed by Officers and presented to Governor
5/14/2015		• Approved by Governor
5/15/2015		• Chapter No. 2015-27

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CS/CS/SB 872, Enrolled (Current Bill Version) Posted 4/28/2015 at 12:50 PM

Bill Text:	Web Page \| PDF

Analyses:	None

Related Bills (1)

Bill Number	Subject	Filed By	Relationship	Last Action and Location	Track Bills
H 343 (c3)	Estates	Moraitis	Similar	Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862 Location: Laid on Table

Citations - Statutes (8)

Citation	Catchline	Location in Bill Location In Bill Help
733.106	Costs and attorney’s fees.	Page 5 (pdf)
733.212	Notice of administration; filing of objections.	Page 7 (pdf)
733.2123	Adjudication before issuance of letters.	Page 8 (pdf)
733.3101	Personal representative not qualified.	Page 9 (pdf)
733.504	Removal of personal representative; causes for removal.	Page 10 (pdf)
733.817	Apportionment of estate taxes.	Page 11 (pdf)
736.1005	Attorney’s fees for services to the trust.	Page 31 (pdf)
736.1006	Costs in trust proceedings.	Page 33 (pdf)

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CS/CS/SB 872, Engrossed 1 Posted 4/22/2015 at 10:57 AM

Bill Text:	Web Page \| PDF

Analyses:	None

Related Bills (1)

Bill Number	Subject	Filed By	Relationship	Last Action and Location	Track Bills
H 343 (c3)	Estates	Moraitis	Similar	Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862 Location: Laid on Table

Floor Votes (2)

Date	Chamber	Result
4/23/2015 2:01 PM	Senate	39 Yeas - 0 Nays
4/28/2015 11:30 AM	House	118 Yeas - 0 Nays

Citations - Statutes (8)

Citation	Catchline	Location in Bill Location In Bill Help
733.106	Costs and attorney’s fees.	Page 5 (pdf)
733.212	Notice of administration; filing of objections.	Page 7 (pdf)
733.2123	Adjudication before issuance of letters.	Page 8 (pdf)
733.3101	Personal representative not qualified.	Page 9 (pdf)
733.504	Removal of personal representative; causes for removal.	Page 10 (pdf)
733.817	Apportionment of estate taxes.	Page 11 (pdf)
736.1005	Attorney’s fees for services to the trust.	Page 31 (pdf)
736.1006	Costs in trust proceedings.	Page 33 (pdf)

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CS/CS/SB 872, Committee Substitute 2 Posted 4/2/2015 at 12:04 PM

Bill Text:	Web Page \| PDF

Analyses:	Rules (Pre-Meeting) 4/7/2015 (pdf) Rules (Post-Meeting) 4/10/2015 (pdf)

Related Bills (1)

Bill Number	Subject	Filed By	Relationship	Last Action and Location	Track Bills
H 343 (c3)	Estates	Moraitis	Similar	Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862 Location: Laid on Table

Floor Amendments (3)

Amendment	Sponsor	Filed	Last Floor Action	Format
388318 - Amendment Delete lines 347 - 458.	Hukill	4/20/2015 9:52 AM	Senate: Adopted 4/22/2015	Web Page PDF
733094 - Amendment Delete lines 1032 - 1129.	Hukill	4/20/2015 9:51 AM	Senate: Adopted 4/22/2015	Web Page PDF
738696 - Amendment Delete lines 1224 - 1225 and insert:	Hukill	4/20/2015 9:52 AM	Senate: Adopted 4/22/2015	Web Page PDF

Committee Votes (1)

Date	Committee	Result
4/9/2015 9:00 AM	Rules	12 Yeas - 0 Nays

Citations - Statutes (10)

Citation	Catchline	Location in Bill Location In Bill Help
733.106	Costs and attorney’s fees.	Page 7 (pdf)
733.212	Notice of administration; filing of objections.	Page 8 (pdf)
733.2123	Adjudication before issuance of letters.	Page 10 (pdf)
733.3101	Personal representative not qualified.	Page 10 (pdf)
733.504	Removal of personal representative; causes for removal.	Page 11 (pdf)
733.617	Compensation of personal representative.	Page 13 (pdf)
733.817	Apportionment of estate taxes.	Page 16 (pdf)
736.0708	Compensation of trustee.	Page 36 (pdf)
736.1005	Attorney’s fees for services to the trust.	Page 40 (pdf)
736.1006	Costs in trust proceedings.	Page 41 (pdf)

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CS/SB 872, Committee Substitute 1 Posted 3/12/2015 at 4:11 PM

Bill Text:	Web Page \| PDF

Analyses:	Banking and Insurance (Pre-Meeting) 3/30/2015 (pdf) Banking and Insurance (Post-Meeting) 4/2/2015 (pdf)

Related Bills (1)

Bill Number	Subject	Filed By	Relationship	Last Action and Location	Track Bills
H 343 (c2)	Estates	Moraitis	Compare	Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862 Location: Laid on Table

Committee Amendments (1)

Amendment	Sponsor	Filed	Last Committee Action	Format
846148 - Amendment Delete lines 1198 - 1201 and insert:	Banking and Insurance (Hukill)	3/30/2015 8:10 AM	Replaced by Committee Substitute 3/31/2015	Web Page PDF

Committee Votes (1)

Date	Committee	Result
3/31/2015 10:00 AM	Banking and Insurance	9 Yeas - 0 Nays

Citations - Statutes (10)

Citation	Catchline	Location in Bill Location In Bill Help
733.106	Costs and attorney’s fees.	Page 7 (pdf)
733.212	Notice of administration; filing of objections.	Page 8 (pdf)
733.2123	Adjudication before issuance of letters.	Page 10 (pdf)
733.3101	Personal representative not qualified.	Page 10 (pdf)
733.504	Removal of personal representative; causes for removal.	Page 11 (pdf)
733.617	Compensation of personal representative.	Page 13 (pdf)
733.817	Apportionment of estate taxes.	Page 16 (pdf)
736.0708	Compensation of trustee.	Page 36 (pdf)
736.1005	Attorney’s fees for services to the trust.	Page 40 (pdf)
736.1006	Costs in trust proceedings.	Page 41 (pdf)

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SB 872, Original Filed Version Posted 2/12/2015 at 10:48 AM

Bill Text:	Web Page \| PDF

Analyses:	Judiciary (Pre-Meeting) 3/9/2015 (pdf) Judiciary (Post-Meeting) 3/12/2015 (pdf)

Related Bills (1)

Bill Number	Subject	Filed By	Relationship	Last Action and Location	Track Bills
H 343 (c1)	Estates	Moraitis	Compare	Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862 Location: Laid on Table

Committee Amendments (1)

Amendment	Sponsor	Filed	Last Committee Action	Format
475538 - Amendment (Delete All) Delete everything after the enacting clause and insert:	Judiciary (Simpson)	3/9/2015 5:21 PM	Replaced by Committee Substitute 3/12/2015	Web Page PDF

Committee Votes (1)

Date	Committee	Result
3/10/2015 4:00 PM	Judiciary	10 Yeas - 0 Nays

Citations - Statutes (11)

Citation	Catchline	Location in Bill Location In Bill Help
733.106	Costs and attorney’s fees.	Page 7 (pdf)
733.212	Notice of administration; filing of objections.	Page 9 (pdf)
733.2123	Adjudication before issuance of letters.	Page 10 (pdf)
733.3101	Personal representative not qualified.	Page 10 (pdf)
733.504	Removal of personal representative; causes for removal.	Page 11 (pdf)
733.617	Compensation of personal representative.	Page 13 (pdf)
733.817	Apportionment of estate taxes.	Page 17 (pdf)
736.0708	Compensation of trustee.	Page 36 (pdf)
736.1005	Attorney’s fees for services to the trust.	Page 40 (pdf)
736.1006	Costs in trust proceedings.	Page 42 (pdf)
738.302	Apportionment of receipts and disbursements when decedent dies or income interest begins.	Page 42 (pdf)

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