HB 733

1
A bill to be entitled
2An act relating to probate; amending s. 731.201, F.S.;
3excluding real property owned in tenancy by the
4entireties or in joint tenancy with rights of
5survivorship from the definition of the term
6"protected homestead"; clarifying the application of
7amendments to s. 732.102, F.S., made by chapter 2011-
8183, Laws of Florida, relating to a spouse's share of
9an intestate estate; amending s. 732.401, F.S.;
10revising the period of time during which an attorney
11in fact or guardian of the property of a surviving
12spouse may petition for approval to elect to take a
13one-half interest in the decedent's homestead;
14specifying the minimum duration of an extension of
15time; creating s. 732.1081, F.S.; barring inheritance
16rights of a natural or adoptive parent whose parental
17rights have been previously terminated pursuant to
18law; providing for application of the act; providing
19effective dates.
20
21Be It Enacted by the Legislature of the State of Florida:
22
23     Section 1.  Effective July 1, 2012, and applicable to
24proceedings pending before or commenced on or after July 1,
252012, subsection (33) of section 731.201, Florida Statutes, is
26amended to read:
27     731.201  General definitions.-Subject to additional
28definitions in subsequent chapters that are applicable to
29specific chapters or parts, and unless the context otherwise
30requires, in this code, in s. 409.9101, and in chapters 736,
31738, 739, and 744, the term:
32     (33)  "Protected homestead" means the property described in
33s. 4(a)(1), Art. X of the State Constitution on which at the
34death of the owner the exemption inures to the owner's surviving
35spouse or heirs under s. 4(b), Art. X of the State Constitution.
36For purposes of the code, real property owned in tenancy by the
37entireties or in joint tenancy with rights of survivorship as
38tenants by the entirety is not protected homestead.
39     Section 2.  Notwithstanding section 2 or section 14 of
40chapter 2011-183, Laws of Florida, the amendments to section
41732.102, Florida Statutes, made by section 2 of that act apply
42only to the estates of decedents dying on or after October 1,
432011.
44     Section 3.  Effective July 1, 2012, and applicable only to
45estates of persons dying on or after July 1, 2012, section
46732.401, Florida Statutes, is amended to read:
47     732.401  Descent of homestead.-
48     (1)  If not devised as authorized by law and the
49constitution, the homestead shall descend in the same manner as
50other intestate property; but if the decedent is survived by a
51spouse and one or more descendants, the surviving spouse shall
52take a life estate in the homestead, with a vested remainder to
53the descendants in being at the time of the decedent's death per
54stirpes.
55     (2)  In lieu of a life estate under subsection (1), the
56surviving spouse may elect to take an undivided one-half
57interest in the homestead as a tenant in common, with the
58remaining undivided one-half interest vesting in the decedent's
59descendants in being at the time of the decedent's death, per
60stirpes.
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
64real property, by an attorney in fact or guardian of the
65property of the surviving spouse. Before approving the election,
66the court shall determine that the election is in the best
67interests of the surviving spouse during the spouse's probable
68lifetime.
69     (b)  The election must be made within 6 months after the
70decedent's death and during the surviving spouse's lifetime. The
71time for making the election may not be extended except as
72provided in paragraph (c).
73     (c)  A petition by an attorney in fact or by a guardian of
74the property of the surviving spouse for approval to make the
75election must be filed within 6 months after the decedent's
76death and during the surviving spouse's lifetime. If the
77petition is timely filed, the time for making the election shall
78be extended for at least 30 days after the rendition of the
79order allowing the election tolls the time for making the
80election until 6 months after the decedent's death or 30 days
81after the rendition of an order authorizing the election,
82whichever occurs last.
83     (d)  Once made, the election is irrevocable.
84     (e)  The election shall be made by filing a notice of
85election containing the legal description of the homestead
86property for recording in the official record books of the
87county or counties where the homestead property is located. The
88notice 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
95STATE OF........
96COUNTY OF........
97     1.  The decedent, ................, died on .............
98On 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
101an interest in real property that the affiant believes to be
102homestead property described in s. 4, Article X of the State
103Constitution, which that real property being in ........ County,
104Florida, and described as: ...(description of homestead
105property)....
106     3.  Affiant elects to take one-half of decedent's interest
107in 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
109surviving spouse's attorney in fact or guardian of the property,
110and an order has been rendered by a court having jurisdiction of
111the real property authorizing the undersigned to make this
112election.
113
114............
115...(Affiant)...
116
117Sworn 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
124Personally 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
128be allocated between the surviving spouse, as life tenant, and
129the decedent's descendants, as remaindermen, in accordance with
130chapter 738. If an election is made, expenses relating to the
131ownership of the homestead shall be allocated between the
132surviving spouse and the descendants as tenants in common in
133proportion to their respective shares, effective as of the date
134the election is filed for recording.
135     (4)  If the surviving spouse's life estate created in
136subsection (1) is disclaimed pursuant to chapter 739, the
137interests of the decedent's descendants may not be divested.
138     (5)  This section does not apply to property that the
139decedent owned in tenancy by the entireties or in joint tenancy
140with rights of survivorship.
141     Section 4.  Effective July 1, 2012, and applicable only to
142estates of persons dying on or after July 1, 2012, section
143732.1081, Florida Statutes, is created to read:
144     732.1081  Termination of parental rights.-For the purpose
145of intestate succession by a natural or adoptive parent, a
146natural or adoptive parent is barred from inheriting from or
147through a child if the natural or adoptive parent's parental
148rights were terminated pursuant to chapter 39 prior to the death
149of the child, and the natural or adoptive parent shall be
150treated as if the parent predeceased the child.
151     Section 5.  Except as otherwise expressly provided in this
152act, this act shall take effect upon becoming a law.


CODING: Words stricken are deletions; words underlined are additions.