S8 1122

ENROLLED

2005 Leq181ature

12

!):~.

14

i~

1;;%~

13

1.

1

1

1.7

18

19

20

2~7:3;2;~;?'t

reimburse the reporting entities for reasonable coata or a

portion thereof incurred in furni8hing the requested

information. Neither the cooperative agreement nor the rule.

shall require the automation of manual processes to provide

the requested information.

(b) The agency and the Financial Services Commission

jointly shall adopt rule. for the development and

administration of the cooperative agreement. The rules .hall

include the following:

1. A method for identifying tho.e entitie. subject to

furnishing information under the cooperative agreement.

2. A method for furniahing requested information.

3. procedurea for requesting exemption from the

cooperative agreeaent based on an unreasonable burden to the

reporting entity.

Section 4. Paragraph (d) of aubsection (3) of 8ection

733.2121, Florida Statute., is amended to read:

"733.2121 Notice to creditors; filing of claima.--

(3)

(d) tf. decedent at the time of death wa. 55 years of

age or older, the personal representative shall promptly aerve

a copy of the notice to creditors and nrovid. a cony of th.

a.ath c8rtificat8 on the Agency for Health Care Administration

within 3 months after the fir.t publication of the notice to

creditors, unless the agency has already filed a statement of

claim in the eatate proceeding..

Section 5. Thi8 act shall take effect July 1, 2005.

28

29

4

CODrNG: Words .~r~eMe~. are deletions1 words und_rlin&d are .ddltio~.

Appendix D, page

ENROLLED

2005 Leqialature CS for S8 1368, 1st Engrossed

~

..5S-

guidelines for delivering or filinq a

disclaimer; creating a. 739.401, F.S.;

providing when a disclaimer ia permitted;

creating 8. 739.402, F.S.; providing when a

di.claimer i. barred or li8ited; creating..

739.501, P.S.; pre.cribing the effect of a

tax-qualified diaclai8er; creating a. 739.601,

. F.S.; providing for recordinq a diaclai8er

Ii relat1nq to real eatate; creating 8. 739.701,

10 F.S.; preacrib1ng the application to exi8ting

~4 relat1onshipa; amend1ng a. 731.201, F.S.;

12 providinq applicability of certa1n deflnition8

13 to the act; amending aa. 121.091 and 710.121,

14 F.S., to conform; repealing 8. 689.21, F.S.,

15 relating to disclaimer of interests in property

16 paas1ng under certain nonteatamentary

17 instrument. or under certain powers of

1$ appointment; repealing ..732.801, F.S.,

It relating to d1sclaimer of intereat. in property

~O passing by will or intestate succeaaion or

2~ under certain power8 of appointment; providing

22 an effective date.

2J

2.

2:f

~6 Section 1. C~er 739, Florida Statutes, conai.ting

27 of ..ction8 739.101, 139.102, 739.103, 739.104, 739.201,

2' 739.202, 739.203, 739.204, 739.205, 739.206, 739.207, 739.301,

'it 739.401, 739.402, 739.501, 739.601, and 739.701, Florida

~Ol Statute., i. created to r.ad:

!II

Be It Enacted by the Legislature of the State of Florida

CODING

2

Words 8~~~e~eft are deletions; words undArliftAd are addition.

Appendix D, page 2

ENROLLED

2005 Leqialature CS tor 58 1368, 1st Enqrossed

1 73g.tOt Short tit18.--This chaDter may be cited as the

2 .Florida Uniform Oisclai_r of Procerty Int@rests Act.R

3 739.102 Definitions.--As used in this chaDter. the

4 tam..

~ (l\Rlen@factorR m.ans the creator of: tha interest

6 ~h.~ is sub~ect to a disclaimer.

7 (2\ .BAn@fi~iar¥ dAsionat:ionR mAans an inS~rUJftAnt:.

8 o~her than an inst:rumAnt: crea~ino or am~nding a t:rust. namino

t tha b8nef:iciar¥ of:

);Q (a) AD IDDuit¥ or insurance g:glic¥J

11 Ib) Anal!coun~ wit:h a d@sionat:ion for Davm@n~ on"12. d6at.hJ

13 Ic) A ..curit¥ regi.~.r8d in beneficiary fOr8:

1,4 Id) A ~n.ion. nrorit:-.harlntr.r@t:ir@m@nt:. or other

1$ _nl°mln~-r.lat:Ad benefit nlan: or

it (e) An~ o~hAr nonnrobat8 transfer at d8ath.

11 13) Rni~..,lAimAnt'" mAAnA t:h@ n@rson t:o whom a

18 disclai.1lled interes~ or Dower would have na8sed had the

1. dis~lai.1ller not: beAn madA-

20' 14) .OiAclaimed intAr~st" means the interest that

21 would havA Da.AAd ~o the disclaimant: had t:hA disclaim.r not

22 b@@n made.

23 ,~\ .OiA~lailfter. mAanA thA rAf:u8al t:o a~~eDt an

24 int:ArAst in or OOWAr OVAr Dron@rty. 'fhe term ineludes &

25 renunciation.

26 16\ RFiduciary. m@ans a caEsonal r.Dresen~ativ@.

27 trustee. AttAnt: A~t:ino \,ndAr a Dower ft~ at:~ornAY. ouArdiAn. orJ

21': ot:hAr gAr_on Author.i%ed t:o A~t: as A fidu~iArY wit:h r@snect: t:o

at: t:he groRlrt:y of anothAr Derson.

30I

'1,

,$

CODING Words ._rie~.ft are deletions; words underlined are additions

Appendix D, page 3

CS for sa 1.110

ENROLLED

2006 Le9islature

Section 1. Part I of chapter 736, Florida Statute.,

consi.ting of .ection. 736.0101, 736.0102, 736.0103, 736.0104,

736.0105, 736.0106, 736.0107, 736.0108, 736.0109, 736.0110,

736.0111, and 736.0112, i. created to read:

PART I

GZNZRAL PROVTSTONS --Nn MI'YNTTYONS

;i 7~6_gI01 Short tit1A_--This chADt.r mav hA citAd A8I

~h. -J'loridATrust Cod.- and for DurDOSAS of this chaDt.r i.

r.~ArrAd ~o AS ~he -cod._-

736.0102 SCORA_--This cod. aDRlias to .XDrAsa trusta.

charitahlA or noncharitAhlA. and ~rusts cr.atAd DursuAnt toa

law. judgun~. or dacraa ~hat r.auirAs the trust to hA

admini.t.red in the mann_r of an .XDress ~ru.~. Thi. cod. do..

not ARRlX ~o con.tructiv. or rA.ultina trultsJ

~onslrvAtorshiRs: cuatOdiAl arrAnOAm.nts Dursuant to the

Florida Uni~orm 'fran.fers to Minor. a.c~: husinAsa trust.

Drovidin; for certificates to bA issuAd to bAnAficiariAs:

common trust ~undA: land tru8t.undAr .. 689.05: trusts

crAA~Ad hv thA form of thA account or hv ~hA dADO.it aarA__nt

A~ A finAncial in8titurion: votinotrustsJ sAcuritv

arrAnoemant.:liauidation tru.tsJ trusts .for th. orimarv

RyrRQa. of RAxing deh~.. dividends. in~Are.t. salariAs. waa.s.

Rro~i~s. nensions. Dr _DloVA. hAne~i~s of anv kind: And any

arrsn;_.nt undAr which a OArson i. nomine. or AscrOW8A for

Anoth_r.

7~6_0I0~n.~initions_--[Jnl.s. th. contex~ otherwi..

rAguires. in this cod.!

II} -a.c~ion.- with rA~~c~ to An act of a trusteA.,i includAs a failure to Act.

CODING

4

Words 8~~~eheft are deletions; words Und.r1inad ar. addition.

Appendix D, page 4

DROLLED2006 Leqi81ature C$ for 881110

t21 -Atfilia~A- mAans any OAr~on or An~i~y that

d1-ral!~l~ or 1-ndirA~~lv throulIh onA or mora intArmadiaries owns

or ~ontrols. i~ owned or l!ontrollAd hv. or is undAr common

~gQtrgl or own.r.hiR with. thA ~iduciarv. An affi1iate may

in~lud.. hut is not limit.d to. An inVAst:ment advi.er.

Attmini.t-rAt-nr. hrnkAr. ~rAnsfAr AlIAnt. ola~_Ant allent.

.arvi~inll Ag_nt. rellistrar. cu~~MiAn. und.rwriter. snonsor.

diatrihutor. or manallar.

131 -Asc.rtAinahleAtlndard- mAan~ A standard ralatinll

~n an individuAl'. hAalth.8ducA~inn. ~uo!)Ort. nr _intenan~A

wi~hin ~hA mAAninll nf s. 20.1Ihlll\ tAl or A. 2514tclll\ gf the

loternA1RevAnuA Cod. ot 1986. a. amanded.

,.1 "Benafil!iArv- mAana a D8raon who:

la\ Has a grAsent or futur. bAn.ticial intereat in a

trust. VAS~8d or ~ontinllAnt:or

Ihl Holds a !)Ower of ao!)OintmAnt over truat orot>8rtv

in a CARA~it~ ot::h.r than that of trustee.

,~\ -CharitAhlA trust- mAAn~ a trust. or nortion of,.

t'1IIt. cr.at.d for A char1tAhlA OUrnl)aA AS dAa~rihed 1n s.

7.36.0405fll.

f'\..-KnviroftlBAntAl lAW- mAAns A federal. atate. or

local law. rulA~ rAQU1Ation.or ordinAn~ethat rAlatea to

grotet!t-ion of the Anvironment or hum.an hAAlth.

17\ -GenarAl DovAr of Aonoint:mAnt- means a oower of

Aggoin~mAnt .~Arci~AhlA in fAvor of the hold.r of thA oower.

t:hIRow.r holdar'~ crAditors. th. Dower holder's 8~tate. or

t:h& crAditor. of t:hA Dow.r holdAr's 8statA.

181 -GuArdiAn of th. oar~on- m8Ans A D.rson aDDointAd

h~ ~h. ~nur~ tn mAkA deci~ion~"AtYs..dinQ thA suoDor~. carA.

Aducatiort. h.al~h. and w.lfarA of A minor or an incaRAcitat.d

attul~- Th8 ~Arm dOA~ not int!ludA A tlUardian Ad 11tam.

CODrNQ: Words .~e~ehe~. are deletions; words undAr1i~ are additions

Appendix D, page 5

ENROLLED

2006 Legi8lature CS for S8 1170

4

19I "Guardian o.t th. orog.rty" mAan.. a Qlraon

agoointAd by th. ~ourt to admini~t'Ar thA AatAtA of' a ainoror

incaDAcitat.d adult.

IIO} "Int.r.at.. of: th. b8n.f:i~lari.." means ~h.

b8n..t~ciAI interests orovided in th. t.rm.. of thA tru..t.

1111 "Jurisdiction" with r.scect ~o a a.oaraohic ar_.

includ8s a stat. or countr~-~ 1121 .Pow.r of wi~hdrawal" mAAn~ a gr.a.ntl~

Ax.rciaAbl. ~An.rAI DOwer of aooointmAnt oth.r than a gow.r:

la} Ex.rcisAblA by a tru~tAA and limited b~ an

AscArtainabl. s~andArd: or

{bl Ex.rciaabl. by another rwr.nn onl~ uggn con..n~of

the ~rust.. or a cer..on holdin~ an Adv.ra. in~.r.~t'.

11]1 "Prooert~. means anything thAt may b8 the aubj.e~

of:own.rahio. real or gersonal. lA~al or .gyitabl..gr,~x

int.rest therl~n.

(141 "Oualifi.d b8nAficiar~" mAans a l~ving

ben.ficiary who. on ~h. dAtA thA beneficiAry'S QUalificAtion

is det.rmin.d:

lal Isa distribu~e. or gArmiasibl. diatribut.e of

trust income or orineioAl:

(bl Would be a distribute. or g.rmisaibl. distribut.e

of ~rust income or orincigal if th. in~.r.ats of ~h.

dia~ribu~ees d&8Crib.d inoArA~ragh lal ~.rminAt.d on thAt

dAte without causing th. ~rust to termina~.: or

Ic) Would be A distributA. or cermissibl. dia~ri~ut.e

of trust income or grincigal if th. trust ~.rminated in

accordance with its ~er!ils on ~hat dA~..

, liS} "R.vocabl... as aggliAd to A trust. mAAns

1 ,.A..,..,.."'. ""A .A"""'" ...~ " ,."ft.Aft" ", .., ,..,.j ~- -- ~..- --~~~~~ -~~..~~~ ~..- ~~ ~ ~~ ~..- ~~~-~-- ~~

I a OArson holdina An Adv.ra. inter@st.

COODfa

6

Words .e~~eheft are deletion., word. under1ined are addition.

Appendix D, page 6

ENROLLED

2006 Legi8lature CS for sa 1110

.. X~. court sha.1l direct from which Dart of the trust assets the

2 ~...hall haoaid.

3 16\21rsgOI givAn no~ice AS Drovided in this section

4 _balJ. he hound h~ all order. .nt:.red on t:ha comDlaint.

5 17\ In a !)roca@ding Dur.uant: to subsection 12\. the

, !)et:it:inner BlAV serVA f~rmal n~t:iCA a~ !)r~vidAd in ~he FloridA

., ProhAt:B Rule~. And ~uch not:icA ~hA11 h. .uf~ici.nt. for t:he

8 coyr~ t:o Acauir@ 1uri~dict:ion ~VAr t.h. !)Arson rec8ivina the

9 Qg~ica to thA @X~An~ ~~ ~hA !)Ar~On'~ in~Ar8.~ in t.ha ~ru_~.

10 73&.0207 Tru.t contA~t~.--An Act.ion ~~ t!ont'e..~ ~h.

11 va1idit~ ~~ _11 or g.r~ n~ - t'ru~t' IIIA~ n~~ hA t!nmmAnt!Bduntil

12 ~ha trust hAcome. irr.vocahla. AXCADt ~his .ection doe. not

13 gr~hihit 8uch ac~ion h~ t.h. auArdiAn of ~ha Drooert:v of an

14 inolRAcitated.ett1or.

1'$1 Section 3. Part III of chapter 736, Florida Statut..,:'

1" con.i.t1nq of ..ction. 736.0301, 736.0302,736.0303, 736.0304,

736.0305, and 736.0306, 1. created to read:

PART III

, REPUSENTATION

18

19

20

21 '736.0301 R.gr...ntationJ ha.ic 8ff8ct.--

221 [1\ No~it!.- inf'orma~it)n- act!ountinaA. or reDOrts aiveni231 ~~ A g.rson who mav reDrA8Ant and bind ano~h.r D8rst)n under

2,. ~hi8 gart mav SArve a8 a .ub8~i~u~. f't)~ and haV8 ~h8 .ame

25 .f'f'.t!~ a. nn~it!.. inf'~Y'lftAri~n.."oun~ina8. ~r rAD~rts Diven

~" dir.c~lv ~O the ot:her nerson.i

21: 12\ A"rinnA tak.n b¥ A ~rAnn who r.DreAent:s the,i21 int.r.A~A t)f' Ann~hAr D.r.on und.r ~hiA Dar~ Ar8 bindina on the

.

~ g_rAon whoA. int~rA.tA arA rADrA.Ant.d ~o ~he Aame ex~ent: AS

30 if' t:h8 At!~ion. had b..n tak.n bv the D8rAOn WhOA. int.r..t:.

31 Are regresented.

10

Word8 .'.'ehe~. are deletion., words und.rlined are addition..CODING

Appendix D, page 7

ENROLLED

2006 Leqislature CS for sa 117.0

2..

t:

5;161

151 "'hi. .Action aoolie. to truat accountinas rendered

toE at!cguntina o~ri~d~ hAainnina on or aft8r Januarv 1. 2008.

736.08135 Trust Accountinas.--

III A. tru.t aceoUftting mu.t hA a reaaonahlv

yndArs~andah18 rAnort from th8 date ~f the iaat accauntinogr..

i~ nnnA. fr~m thA dAtA nn which t'hA t'rusteA hAc_-

accountahl.. thAt AdAmlat.iy di.cl~..s thA in~ormAtion

. r8gyirAd in subs@ction 121.

, 12\Ial "'hA acc~un~ing must begin with a stat_Ant

JO identi~~ing th. trust. ~hA ~rus~AA I:urnishina ~he accountina.

11 and th8 ~ime o.riod cov@r~d hy thA ac~ountina.

12 ,~\ "'he accounting mUR~ .haw all (!Ash and orooert~

13 ~rAn.actiftna And all aianifican~ tran.action. affectina

14 Adm~n~st,at:1-Dn during theA~~Duntina DAri~d. includina

15 cftmgan.ationgaid~othetru.t.. And ~he ~ru.tee's aaent..

16 Gaina andloa..a rAali~Ad durina th. accountina n8riod and All

17 receigta And di~hura_8nts mu.t hA ahown.

~. Ic\ "'~ th8 extent f'eA.ihie. the accountina mu~t

1.,. identif~ And vAlue t'ru.t' ARSAtR ~n hand A~ ~hA cl~a~ ~~ t:h~

20 Acc~untina DAri~d_r~r .A~ a.At ~r claRa of as.et.

11- reAAonAhl~ CAOAhl@of VAl"A~iftn. ~h. acc~un~ina shall contAin

2:1 two YAluAS. th8 As.et acaui.ition value Dr cArrvina valu. And

23 the .AtimA~.d currAn~ value- "'h. Acc~untina must identify 8ACh

24 known n~ncontingAn~ liahility wi~h An .stimat@d curr~n~ Amount

25 o.f theliAhilitv i.f knftwn.

26 Id\ "'nth@ AX~8nt fAA.ihlA. thA Accountina must show

.aT .igni~icant trAn.Acti~na that d~ not af'f'Act ~hA Amount f'or

28 which th~ truat.. ia a,,~nun~Ahl.. incl\~dina nAmA chana.. in

29 iQYAstm~n~h~ldinga. Ad~uat_nt. to cArrYina VAlu.. a chanae

30 of t!u.~~dial in.titutiona. and .tock .olita.

31

6SCODING Words 8~e.e~eft are deletion_, words underlined are addition

Appendix D, page 8

ENROLLED

2006 Legialature CS for sa 1110

I f@) 'lh8 accounting must reflect the allocation of

i r8ceigts. disburs_.nts. AccrUAls. or a11owanc8s b@tw@en

inco- and grincigl1 when the Allocation aff@cts th@ inte,e8t

of anx beneficiarx of the trust.

::: I~) Th. r~rustA. _hall inc1udA in the final accountina

A glan o~ dist:ribut:ion ~or anx undiat:ribut:ed a_sat:s shown on

t:he final accountina.

I]) 'lhis amction agnli&. t:o All t:rust: .~~ftun~inft.

rAodared for An~ account:ing g.riod. haginn.ina on or aftAr

~anuarx 1. 200-'-

2.16_081. Discretionar¥ !)Overs: tax savinas.--

III Not:vit:hst:andina t:he breadt:h of discr.tion arant:ed

to I t:rust:ee in t:hA t:.rm. of t:hA truat. inc1udina the use of

Iych t:8rmRIS:-ab.01ut..- -sole.- or 8uncont:ro1led.8 th@

~rtist@@ sha11@x.rcise a diRl!rarionarv novar in aood faith And

in accordanl!e with t:ha term.- and nur!)OSA. of thA trust and the

~DtAre..ts of. t:h. hanef:iciari..~ a. court shall not: dAt.rmin.

that A trust:ee abu.ed it:a disl!r.tion m.r.1v hacAuse the court

vou1d hav.axercisAd thA ~iscration in a different manner or

wou1d not have ex.rci..ed the di.crAtion.

[2) Subject: t~ aub_ectionl]) and un1e.. the term. of

th8 tru.t exgrA_.1v indicate that aru1A in thi- .uhsection

dom- not aggl¥. a OAr.on who i. a hanef:il!iarv and a trustaA

-¥ not!

III Mak8 discrAtionArv distribut:ions of .it:her

I grinoiol1 or incOlllA to Qr f:or t:he han.f:it of that trust...I

.xc.nt to nrovirl. for thAt: trust:&A'. healt:h. AdUl!at:ion.

_in~enAnl!A. or .uggort A. d.acrihed under ..- 20.1 And 251.

of: th& Int.Arna1 ReV8nue COd8:

Ibl MAk& diRl!rationAr¥ Al1ol!a~ion. of: rAc.iot.. or

A_g_n..- A- b.twA&n grincinal And inl!om~. unlesa the ~ru..t.ee

,~

CODIN~: Words 8~~~e~e~. are deletion.; words und.rl~n.d are addition..

Appendix D, page 9

ENROLLED

2006 Leqi81ature CS for sa 111t

1: obtain the maximum charitable deduction allowable without

2 diminishing the aggregate value of the benefit. of any

3 beneficiary under such will.

4 Section 47. Section 744.462, Florida Statutes, is

5 created to read:

6 744,462 n.~arminA~i~n ra;Ardin; A1~ArnAt.iva8 t.o

7 ;1IArdian8hig.--A.n¥ ~udi~iAl d.t-arminA~ion ~on~.rnina t.h.

81 vA1id~t.¥ of ~h. wArd'. durab1A gowAr of at.t.orn8V. t.rust. or

9 ~rus~ AmAndlftant. _hAll ba ~romDt1v ranor~Ad in t.h. auArdian.hiD

10 ~ro~aadin; b¥ ~h.du.rdiAn ot ~ha nronAr~v- It t-ha in.t-rt_.n~

11 h..R Man ~udi~iAl1v d.t-A...inad ~o M vAlid or it. att.ar thA

12 1 aggoint.mAnt. of A guArdiAn. . ~t.it.i~n is ti1.d a11AaiDa t.hat.

13 t-hAr~;. An Al~ArnA~iv. ton ~rdiAn.hin whi~h will

141Iutti~iADt1¥ Addr.sst.h~grrih1--~t t.h. wArd. thA ~ourt shall!

15 r.viAW ~h. ~on~inUAd nAAd tor A ftUArdian and ~h~ .xt.nt. of th.

16 DIAd tor dAIADAt.ion ot t.h. wArd'- riaht.s.

11- Section 48. g.~~ion8 737.~01. 737.105. 737.106.

11 7~7.111.737_115. 737.116. 737.201. 137.20~. 2.17.20!~

1f 2""2.'0",,§. 7~7.~0.. 7~1.20il~ 7!'7_20~;.'t!7~2ft... '7~'t.2065.

20 1.1"1 ~207 ~ 737 ;20"9. 7:31 ::aD9~ '7!2.-'\01. 7.17 .102~ 737.301.

21 1~.""0~!i.2~7-,",,O..7.'!'..10~. 237 .:\O~3. 7.17 _.10§4. 731..105S.

22 't17_G,.'i17.~0«1. 731'~&'~'t::1:1;..!:OR. 7.17.~Og. 737..01.

23 J.1'~.02. 2.31..02~. 't~'~4QJ. 137._031. 737.40.12. 137..03.1.

24 '~:i..g4. 7.11..0§. 't3'.".o~. 737.!oOl. 731-502. '~'7.~-o.1.'J!1.30..

25 U,'7.-§Q5. 7.11_506.7:!1_~O7.73?!oOR. 131_~Og. 13't_§10. "~".311~

2" 1.11.!o12. '7.17.~Q33. ?37.~~1. 13'7.~22. 7.11.623. 132.~2..

21 '~7_62~. 7~7.~26. And 7.17.&27. "l~rida g~a~u~... A~.rAftaal.d~

28 Section 49. Thi. act shall take effect July 1, 2001.

29

30

31

154

Words 8~.'e~eft are deletions, words underlined are addition.CODING

Appendix D, page 10

REPRESENTAT V E SHOUSE 0 FF L 0 R 0 A

ENROLLEDHB 457, Engrossed 3 ~ Legislature

403

404

405

49",

11

419

420

Section 5 Subsection (3) of section 744.3031, Florida

Statutes, is amended, and subsection (8) is added to that

section, to read:

744.3031 Emergency temporary guardianship.--

(3) The authority of an emergency temporary guardian

expires !Q ~ days after the date of appointment or when a

guardian is appointed, whichever occurs first. The authority of

the emergency temporary guardian may be extended for an

additional !Q ~ days upon a showing that the emergency

conditions still exist

(8) (a) An emergency tempOrary guardian shall file a final

report no later than 30 days after the expiration of the

emergenc~ temPOrary guardianship.

(b) If an emergency tempOrary guardian is a guardian for

the property, the final report must consi8t of a verified

inventory of the property, as provided in .. 744.365, as of the

date the letters of emergency temporary guardianahip were

!~~~~~! ~_final~ccounting that gives a full and correct account

2f the receipts !,!!d disbursements of all the property of the

ward over which the guardian had control, and a statement of the

property of the ward on hand at the end of the emergency

~~~!:a~ guard!anship. I~ the emergency temporary guardian

become. the succe8.o!: guar~ian of the property, the final report

must s!t!sfy the requirements of the initial guardian.hip report

~or the guardian of the property a8 provide~ in s. 744.362.

(c) If ~he emergency temporary guardian is ! ~ardian of

the per.on, the final report must summarize the activities of

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Appendix D, page 11

REPRESENTAT v e s0 FF lOR D A HOUSE

2006 LegislatureENROLLED

HB 457, Engrossed 3

.3ij

433

t~e_te~o~ary guardian with regard to re.idential placement,

medical condition, mental health and rehabilitativ~_~_~..EY~-~~_s,

and the 8ocial condition of the ward to the extent of the

authority granted to the temporary guardian in the letters of

~ar~ianshig. If the emergency temoorary guardian become8 the

s~cce88or guardian of the person, the report must satisfy the

requirements of the initial report for a guardian of the person

as_~~!.~edin s. 744.362.

(d) ! copy of the final report of the emergency temporary

guardianship shall be served on the successor guardian and the

ward.4~

Section 744.304, Florida Statutes, is amendedSection 6

to read:

441

442

1443

444

445

449

744.304 Standby guardianship.--

(1) Upon.! petition by the natural guardians or a guardian

appointed under s. 744.3021, the court may appOint a standby

guardian of the person or property of a minor 8. 88ft. eft' ef ~e'e

pa~efte., fta'~.a~ e. adep'i -.-e, if *i-.-iftg, .~ ef &ee s~=-.-i -.-iftg

pa~efte, a .eaftde,- !~a.diaft ef eRe ,e.seft e~ p.e,e~&j- el a Mifte.

mar- ~e apP8ift~e~ ej- eRe ee~.e. The court may also appoint an

alternate to the guardian to act if the standby guardian ~not serve or ceases to serve after appointment. Notice of a

he!ring on the ~!tition must be served on the parents, natural

2r adoptive, and on any guardian currently serving unless the

noti.c~__i~~_~~_!n writJ.nq by them or waived by the court for

good cause shown sea~~ ~efte~ee, ~ie, er ~eee:;.e ifteapaei:~a~e~

al&8. ~ee ~ea&e ef ~ee ~as& s~=-.-i-.-iftg pa.eft& ef &ee Mifte~.

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Appendix 0, page 12

REPRESENTAT V E SF 0 R D A HOUSE 0 F

2007 LegislatureENROLLED

CS/HB 311, Engrossed

through (37) of section 731.201, Florida Statutes, as amended by

section 29 of chapter 2006-217, Laws of Florida, are renumbered

as subsections (7) and (8) and subsections (10) through (39),

respectively, and new subsections (6) and (9) are added to that

section, to read:

731.201 General definitions.--Subject to additional

definitions in subsequent chapters that are applicable to

specific chapters or parts, and unless the context otherwise

requires, in this code, in s 409.9101, and in chapter. 736,

738, 739, and 744, the term:

J!t~Col~~teral heir" ~~s an heir~~s r.~~ to the

?~~_~!::hr~ug~commo~_~~stor but who i~__~~- an ancestor or

~endant of the decedent,&)

(9) "Descendant" means a person in any generati9;nal level

down the applicable individual's descending line and includ.,

children, grandchildren, and more remote descendants. The term

"descendant" is synonymous with the terms "lineal descendant-

~~issue" but ~clude8 collateral heirs.

"1:J;

Section 4. section 731.401. Florida Statutes, is created

to read,!!.401 Arbitration of disputes.--

~l) A2!:ovi.ion in a will or trust requiring the

.r~itration of disput.s, other than d!spute8 of thev!!idity of

!ll or a part of a will ,2r trust, between or among the

beneficiaries and a fiduciary under ~~e will or trust, or~

S~~!:i?~t_~9~_?~ SUCP. persons or entities is enforceable--

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Appendix D, page 13

F L 0 R D A H 0 u S E 0 F R E P R ESE N T A T V E S

ENROLLEDHB 209, Engrossed 1 2006 Legislature

A bill to be entitled

199.106, 199.175, and 199.185, F.S., relating to the

annual intangible personal property tax; amending s.

199.303, F.S.; providing additional legislative intent

relating to the annual intangible personal property tax;

amending ss. 28.35, 192.0105, 192.032, 192.042, 192.091,

193.114, 196.015, 196.199, 199.133, 199.183, 199.218,

199.232, 199.282, 199.292, 212.02, 213.053, 213.054,

213.27, 220.1845, 376.30781, 493.6102, 650.05, 655.071,

and 733.702, F.B., to conform provisions to the repeal of

the annual intangible personal property tax; providing for

application of certain collection, administration, and

enforcement provisions to taxation of certain leaseholds;

authorizing the Department of Revenue to adopt emergency

implementing rules for a certain time; providing effective

dates.

Be It Enacted by the Legislature of the State of Florida

Section 1.

27

199.175, and 199.185, Florida Statutes, are repealed.

Section 2. Paragraph (c) of subsection (1) of section

28.35, Florida Statutes, is amended to read:

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Appendix D, Page 14