Senate Bill 358 (2020) - The Florida Senate

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CS/SB 358: Decedents’ Property

GENERAL BILL by Judiciary ; Berman

Decedents’ Property; Specifying that precious metals are tangible personal property for the purposes of the Florida Probate Code; specifying that certain attorneys and persons are not entitled to compensation for serving as a personal representative unless the attorney or person is related to the testator or unless certain disclosures are made before a will is executed; specifying that certain attorneys and persons are not entitled to compensation for serving as a trustee unless the attorney or person is related to the settlor or unless certain disclosures are made before the trust instrument is executed, etc.

Effective Date: Except as otherwise expressly provided in this act and except for this section, which shall take effect upon this act becoming a law, this act shall take effect October 1, 2020
Last Action: 3/10/2020 Senate - Laid on Table, companion bill(s) passed, see CS/HB 505 (Ch. 2020-67) -SJ 583
Bill Text: Web Page | PDF

Senate Committee References:

Judiciary (JU)
Children, Families, and Elder Affairs (CF)
Rules (RC)

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Bill History

Date	Chamber	Action
9/23/2019	Senate	• Filed
10/15/2019	Senate	• Referred to Judiciary; Children, Families, and Elder Affairs; Rules -SJ 28
10/28/2019	Senate	• On Committee agenda-- Judiciary, 11/05/19, 2:00 pm, 110 Senate Building
11/5/2019	Senate	• CS by Judiciary; YEAS 6 NAYS 0 -SJ 133
11/7/2019	Senate	• Pending reference review under Rule 4.7(2) - (Committee Substitute) • Now in Children, Families, and Elder Affairs
12/2/2019	Senate	• On Committee agenda-- Children, Families, and Elder Affairs, 12/10/19, 2:00 pm, 301 Senate Building
12/10/2019	Senate	• Favorable by Children, Families, and Elder Affairs; YEAS 5 NAYS 0 -SJ 132 • Now in Rules
1/14/2020	Senate	• Introduced -SJ 27 • CS by Judiciary read 1st time -SJ 123
2/21/2020	Senate	• On Committee agenda-- Rules, 02/26/20, 9:00 am, 110 Senate Building
2/26/2020	Senate	• Favorable by- Rules; YEAS 15 NAYS 0 -SJ 357
2/27/2020	Senate	• Placed on Calendar, on 2nd reading
3/6/2020	Senate	• Placed on Special Order Calendar, 03/10/20 -SJ 653
3/10/2020	Senate	• Read 2nd time -SJ 582 • Substituted CS/HB 505 -SJ 583 • Laid on Table, companion bill(s) passed, see CS/HB 505 (Ch. 2020-67) -SJ 583

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CS/SB 358, Committee Substitute 1 (Current Bill Version) Posted 11/7/2019 at 8:50 AM

Bill Text:	Web Page \| PDF

Analyses:	Children, Families, and Elder Affairs (Pre-Meeting) 12/9/2019 (pdf) Children, Families, and Elder Affairs (Post-Meeting) 12/10/2019 (pdf) Rules (Pre-Meeting) 2/24/2020 (pdf) Rules (Post-Meeting) 2/27/2020 (pdf)

Related Bills (2)

Bill Number	Subject	Filed By	Relationship	Last Action and Location	Track Bills
H 505 (er)	Estates and Trusts	Civil Justice Subcommittee	Identical	Last Action: 6/22/2020 Chapter No. 2020-67
H 231	Decendent's Property	Driskell	Similar	Last Action: 10/7/2019 H Withdrawn prior to introduction, companion bill(s) passed, see CS/HB 505 (Ch. 2020-67) -HJ 24

Committee Votes (2)

Date	Committee	Result
12/10/2019 2:00 PM	Children, Families, and Elder Affairs	5 Yeas - 0 Nays
2/26/2020 9:00 AM	Rules	15 Yeas - 0 Nays

Citations - Statutes (8)

Citation	Catchline	Location in Bill Location In Bill Help
731.1065		Page 2 (pdf)
731.201	General definitions.	Page 3 (pdf)
731.301	Notice.	Page 3 (pdf)
733.212	Notice of administration; filing of objections.	Page 4 (pdf)
733.610	Sale, encumbrance, or transaction involving conflict of interest.	Page 4 (pdf)
733.612	Transactions authorized for the personal representative; exceptions.	Page 5 (pdf)
733.617	Compensation of personal representative.	Page 5 (pdf)
736.0708	Compensation of trustee.	Page 9 (pdf)

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SB 358, Original Filed Version Posted 9/23/2019 at 9:01 AM

Bill Text:	Web Page \| PDF

Analyses:	Judiciary (Pre-Meeting) 11/4/2019 (pdf) Judiciary (Post-Meeting) 11/7/2019 (pdf)

Related Bills (2)

Bill Number	Subject	Filed By	Relationship	Last Action and Location	Track Bills
H 505	Estates and Trusts	Civil Justice Subcommittee	Identical	Last Action: 6/22/2020 Chapter No. 2020-67
H 231	Decendent's Property	Driskell	Similar	Last Action: 10/7/2019 H Withdrawn prior to introduction, companion bill(s) passed, see CS/HB 505 (Ch. 2020-67) -HJ 24

Committee Amendments (1)

Amendment	Sponsor	Filed	Last Committee Action	Format
665556 - Amendment Delete lines 86 - 133 and insert:	Judiciary (Berman)	11/4/2019 1:53 PM	Replaced by Committee Substitute 11/5/2019	Web Page PDF

Committee Votes (1)

Date	Committee	Result
11/5/2019 2:00 PM	Judiciary	6 Yeas - 0 Nays

Citations - Statutes (9)

Citation	Catchline	Location in Bill Location In Bill Help
731.1065		Page 3 (pdf)
731.201	General definitions.	Page 3 (pdf)
731.301	Notice.	Page 3 (pdf)
733.212	Notice of administration; filing of objections.	Page 4 (pdf)
733.607	Possession of estate.	Page 4 (pdf)
733.610	Sale, encumbrance, or transaction involving conflict of interest.	Page 5 (pdf)
733.612	Transactions authorized for the personal representative; exceptions.	Page 6 (pdf)
733.617	Compensation of personal representative.	Page 6 (pdf)
736.0708	Compensation of trustee.	Page 10 (pdf)

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