|
In Re: Amendments to Florida Probate Rules
|
SC2023-1661
|
2023-12-04
|
Closed
|
|
| Classification |
Original Proceedings - Rules - Amendment to Rules - Probate
|
| Court |
Supreme Court of Florida
|
Parties
| Name |
Amendments to the Florida Probate Rules
|
| Role |
Petitioner
|
| Status |
Active
|
| Representations |
Joshua E. Doyle, Heather Savage Telfer, Zackary T. Zuroweste, Erin Farrington Finlen
|
|
| Name |
Rule 5.025
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Adversary Proceedings
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.340
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
THE INVENTORY LLC
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.405
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Proceedings to Determine Protected Homestead Status of Real Property
|
| Role |
Petitioner
|
| Status |
Active
|
|
Docket Entries
| Docket Date |
2024-07-26
|
| Type |
Miscellaneous Document
|
| Subtype |
Publish Full
|
| Description |
Publish Full
|
|
| Docket Date |
2024-04-12
|
| Type |
Order
|
| Subtype |
No Req Sched (Misc)
|
| Description |
The above case has been submitted to the Court without oral argument.
|
| View |
View File
|
|
| Docket Date |
2024-01-18
|
| Type |
Letter-Case
|
| Subtype |
Bar News Publication Request
|
| Description |
All comments must be filed with the Court on or before March 4, 2024, with a certificate of service verifying that a copy has been served on the Committee Chair, Alexandra V. Rieman, GAPS Legal, PLLC, 1580 Sawgrass Corporate Parkway, Suite 130, Fort Lauderdale, Florida 33323, alex@gapsattorneys.com, and on the Bar Staff Liaison to the Committee, Heather Telfer, 651 E. Jefferson Street, Tallahassee, Florida 32399-2300, rules@floridabar.org, as well as a separate request for oral argument if the person filing the comment wishes to participate in oral argument, which may be scheduled in this case. The Committee Chair has until March 25, 2024, to file a response to any comments filed with the Court.
|
| View |
View File
|
|
| Docket Date |
2023-12-04
|
| Type |
Letter-Case
|
| Subtype |
Acknowledgment Letter-New Case-Rules
|
| Description |
Acknowledgment Letter-New Case-Rules
|
| View |
View File
|
|
| Docket Date |
2023-12-04
|
| Type |
Petition
|
| Subtype |
Petition Filed
|
| Description |
Report of the Florida Probate Rules Committee
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
| Docket Date |
2024-07-03
|
| Type |
Disposition
|
| Subtype |
Amended/Adopted
|
| Description |
FSC-OPINION: Accordingly, the Florida Probate Rules are amended as reflected in the appendix to this opinion. New language is indicated by underscoring; deletions are indicated by struck-through type. The amendments will take effect on October 1, 2024, at 12:01 a.m. It is so ordered.
|
| View |
View File
|
|
|
|
IN RE: AMENDMENTS TO THE FLORIDA PROBATE RULES - 2021 FAST-TRACK REPORT
|
SC2021-1411
|
2021-10-07
|
Closed
|
|
| Classification |
Original Proceedings - Rules - Amendment to Rules - Probate
|
| Court |
Supreme Court of Florida
|
Parties
| Name |
Rule 5.340
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.405
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Notice of Lien on Protected Homestead
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Fast Track Amendment
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Petition for Administration
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Pleadings; Verification; Motions
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Notice of Taking Possession of Protected Homestead
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Proceedings to Determine Amount of Lien on Protected Homestead
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Guardianship of Minors
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.020
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.404
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.320
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Oath of Personal Representative
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Amendments to the Florida Probate Rules
|
| Role |
Petitioner
|
| Status |
Active
|
| Representations |
Cady L. Huss, Mr. Joshua E. Doyle, Krys Godwin
|
|
| Name |
Proceedings to Determine Protected Homestead Real Property
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
THE INVENTORY LLC
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.403
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.555
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.402
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.200
|
| Role |
Petitioner
|
| Status |
Active
|
|
Docket Entries
| Docket Date |
2022-01-21
|
| Type |
Order
|
| Subtype |
Case Final
|
| Description |
ORDER-CASE FINAL ~ No comments having been filed on the amendments to the Florida Probate Rules adopted in this Court's opinion dated November 4, 2021, this case is hereby final.
|
|
| Docket Date |
2021-11-29
|
| Type |
Miscellaneous Document
|
| Subtype |
Publish Full
|
| Description |
PUBLISH FULL
|
| View |
View File
|
|
| Docket Date |
2021-11-10
|
| Type |
Letter-Case
|
| Subtype |
Bar News Publication Request
|
| Description |
LETTER-BAR NEWS PUBLICATION REQUEST
|
| View |
View File
|
|
| Docket Date |
2021-11-04
|
| Type |
Disposition
|
| Subtype |
Amended/Adopted
|
| Description |
DISP-AMENDED/ADOPTED ~ FSC-OPINION: Accordingly, the Florida Probate Rules are amended as reflected in the appendix to this opinion. New language is indicated by underscoring; deletions are indicated by struck-through type. The amendments shall take effect immediately upon the release of this opinion. Because the amendments were not published for comment prior to their adoption, interested persons shall have seventy-five days from the date of this opinion in which to file comments with the Court. It is so ordered.
|
| View |
View File
|
|
| Docket Date |
2021-10-08
|
| Type |
Letter-Case
|
| Subtype |
Acknowledgment Letter-New Case-Rules
|
| Description |
ACKNOWLEDGMENT LETTER-NEW CASE-RULES
|
|
| Docket Date |
2021-10-08
|
| Type |
Miscellaneous Document
|
| Subtype |
Publication Summary
|
| Description |
PUBLICATION SUMMARY
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
| Docket Date |
2021-10-07
|
| Type |
Event
|
| Subtype |
No Fee Required
|
| Description |
No Fee Required
|
|
| Docket Date |
2021-10-07
|
| Type |
Petition
|
| Subtype |
Appendix
|
| Description |
APPENDIX-RULES ~ Appendix C
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
| Docket Date |
2021-10-07
|
| Type |
Misc. Events
|
| Subtype |
Fee Status
|
| Description |
NF:No Fee Required
|
|
|
|
IN RE: AMENDMENTS TO THE FLORIDA PROBATE RULES - GUARDIANSHIP
|
SC2019-1370
|
2019-08-13
|
Closed
|
|
| Classification |
Original Proceedings - Rules - Amendment to Rules - Probate
|
| Court |
Supreme Court of Florida
|
Parties
| Name |
Rule 5.902
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Form 5.904
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
THE INVENTORY LLC
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.905
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Form for Petition, Notice, and Order for Appointment of Guardianship Advocate of the Person
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Letters of Guardianship
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
THE GUARDIAN ADVOCATE, INC.
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Letters of Guardian Advocacy
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Form for Petition and Order of Guardian
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.910
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Petition to Determine Incapacity
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Out-of-Cycle Amendment
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Petition for Appointment of Guardian of an Incapacitated Person
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.550
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Amendments to the Florida Probate Rules
|
| Role |
Petitioner
|
| Status |
Active
|
| Representations |
Heather Savage Telfer, Mr. Robert Lee McElroy IV, Krys Godwin, Mr. Joshua E. Doyle, Mr. Jeffrey Scott Goethe
|
|
| Name |
Rule 5.560
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Expedited Judicial Intervention Concerning Medical Treatment Procedures
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.903
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Form for Petition to Determine Incapacity
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.649
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.906
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.850
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Forms for Initial and Annual Guardianship Plans
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.900
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.901
|
| Role |
Petitioner
|
| Status |
Active
|
|
Docket Entries
| Docket Date |
2020-09-25
|
| Type |
Miscellaneous Document
|
| Subtype |
Publish Full
|
| Description |
PUBLISH FULL
|
| View |
View File
|
|
| Docket Date |
2020-09-03
|
| Type |
Disposition
|
| Subtype |
Amended/Adopted
|
| Description |
DISP-AMENDED/ADOPTED ~ FSC-OPINION: Accordingly, the Florida Probate Rules are amended as reflected in the appendix to this opinion. New language is indicated by underscoring; deletions are indicated by struck-through type. The amendments shall take effect immediately upon the release of this opinion.It is so ordered.
|
| View |
View File
|
|
| Docket Date |
2020-02-27
|
| Type |
Petition
|
| Subtype |
Amendment/Supplement
|
| Description |
PETITION-AMENDMENT/SUPPLEMENT ~ FLORIDA PROBATE RULES COMMITTEE'SSUPPLEMENTAL REPORT
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
| Docket Date |
2020-01-28
|
| Type |
Order
|
| Subtype |
Petition Amendment/Supplement
|
| Description |
ORDER-PETITION AMENDMENT/SUPPLEMENT ~ The Chair of the Florida Probate Rules Committee is hereby directed to file a supplemental report addressing proposed new rules 5.901 (Form for Petition to Determine Incapacity), 5.902 (Form for Petition and Order of Guardian), 5.904 (Forms for Initial and Annual Guardianship Plans), 5.905 (Form for Petition, Notice, and Order for Appointment of Guardian Advocate of the Person), and 5.910 (Inventory). The supplemental report should specifically explain whether the proposed new forms should contain a note that a certificate of service should be included when required by Florida Rule of Judicial Administration 2.516(b)(2). The Chair is allowed to and including February 27, 2020, in which to file the supplemental report. If the Committee needs more time to address the issue, the Chair may file a motion for extension of time with this office.
|
|
| Docket Date |
2019-12-03
|
| Type |
Order
|
| Subtype |
No Req Sched (Misc)
|
| Description |
ORDER-NO REQ SCHED (MISC) ~ The above case has been submitted to the Court without oral argument.
|
|
| Docket Date |
2019-09-11
|
| Type |
Letter-Case
|
| Subtype |
Bar News Publication Request
|
| Description |
LETTER-BAR NEWS PUBLICATION REQUEST ~ For publication in the October 1, 2019, Bar News with comments due November 1, 2019.
|
| View |
View File
|
|
| Docket Date |
2019-08-15
|
| Type |
Event
|
| Subtype |
No Fee Required
|
| Description |
No Fee Required
|
|
| Docket Date |
2019-08-15
|
| Type |
Letter-Case
|
| Subtype |
Acknowledgment Letter-New Case-Rules
|
| Description |
ACKNOWLEDGMENT LETTER-NEW CASE-RULES
|
|
| Docket Date |
2019-08-15
|
| Type |
Miscellaneous Document
|
| Subtype |
Publication Summary
|
| Description |
PUBLICATION SUMMARY
|
| View |
View File
|
|
| Docket Date |
2019-08-13
|
| Type |
Misc. Events
|
| Subtype |
Fee Status
|
| Description |
NF:No Fee Required
|
|
| Docket Date |
2019-08-13
|
| Type |
Petition
|
| Subtype |
Petition Filed
|
| Description |
PETITION-AMENDMENT TO RULES (PROBATE) ~ with Appendices A-E
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
|
|
IN RE: AMENDMENTS TO THE FLORIDA PROBATE RULES
|
SC2016-0168
|
2016-01-28
|
Closed
|
|
| Classification |
Original Proceedings - Rules - Amendment to Rules - Probate
|
| Court |
Supreme Court of Florida
|
Parties
| Name |
RULE 5.345
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Annual Accounting
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
3 Year Cycle Amendment
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
RULE 5.696
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.550
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
RULE 5.690
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
TIME PC LLC
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Notice
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Discovery, Subpoena, and Taking Testimony
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Amendments to the Florida Probate Rules
|
| Role |
Petitioner
|
| Status |
Active
|
| Representations |
Matthew Triggs, Michael Travis Hayes, Mr. John F. Harkness Jr., Jon Scuderi
|
|
| Name |
Initial Guardianship Report
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
RULE 5.346
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Service of Pleadings and Documents
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
RULE 5.620
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.040
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Petition to Determine Incapacity
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Petition for Appointment of Guardian of an Incapacitated Person
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.560
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Rule 5.080
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Accountings Other Than Personal Representatives' Final Accountings
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Discovery and Subpoena
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
THE INVENTORY LLC
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
RULE 5.042
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Fiduciary Accounting
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
GUARDIAN ACCOUNTING LLC
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
RULE 5.041
|
| Role |
Petitioner
|
| Status |
Active
|
|
| Name |
Heather Savage Telfer
|
| Role |
Bar Liaison
|
| Status |
Active
|
|
| Name |
FRANKLIN JACK BURR II
|
| Role |
Opponent
|
| Status |
Active
|
|
| Name |
DR. SAM SUGAR
|
| Role |
Opponent
|
| Status |
Active
|
|
Docket Entries
| Docket Date |
2016-09-23
|
| Type |
Miscellaneous Document
|
| Subtype |
Publish Full
|
| Description |
PUBLISH FULL
|
| View |
View File
|
|
| Docket Date |
2016-09-01
|
| Type |
Disposition
|
| Subtype |
Amended/Adopted
|
| Description |
DISP-AMENDED/ADOPTED ~ FSC-OPINION: Accordingly, we amend the Florida Probate Rules as reflected in the appendix to this opinion. New language is indicated by underscoring, and deletions are indicated by struck-through type. The committee notes are offered for explanation only and are not adopted as an official part of the rules. The amendments shall become effective January 1, 2017, at 12:01 a.m.It is so ordered.
|
| View |
View File
|
|
| Docket Date |
2016-08-11
|
| Type |
Notice
|
| Subtype |
Related Case(s)
|
| Description |
NOTICE-RELATED CASE(S)
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
| Docket Date |
2016-04-04
|
| Type |
Order
|
| Subtype |
No Req Sched (Misc)
|
| Description |
ORDER-NO REQ SCHED (MISC) ~ The above case has been submitted to the Court without oral argument.
|
|
| Docket Date |
2016-04-01
|
| Type |
Response
|
| Subtype |
Response (Amended)
|
| Description |
RESPONSE (AMD)
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
| Docket Date |
2016-03-28
|
| Type |
Response
|
| Subtype |
Appendix-Response
|
| Description |
APPENDIX-RESPONSE ~ APPENDIX A
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
| Docket Date |
2016-03-15
|
| Type |
Response
|
| Subtype |
Comments
|
| Description |
COMMENTS
|
| On Behalf Of |
FRANKLIN JACK BURR II
|
| View |
View File
|
|
| Docket Date |
2016-03-15
|
| Type |
Motion
|
| Subtype |
Request-Oral Argument
|
| Description |
REQUEST-ORAL ARGUMENT
|
| On Behalf Of |
FRANKLIN JACK BURR II
|
| View |
View File
|
|
| Docket Date |
2016-02-01
|
| Type |
Letter-Case
|
| Subtype |
Acknowledgment Letter-Modified
|
| Description |
ACKNOWLEDGMENT LETTER-MODIFIED ~ re: Letter from Sam Sugar, MD --Please be advised that your amended comment was filed with the Court on 1/29/2016.
|
| On Behalf Of |
DR. SAM SUGAR
|
| View |
View File
|
|
| Docket Date |
2016-01-29
|
| Type |
Notice
|
| Subtype |
Filing
|
| Description |
NOTICE-FILING ~ NOTICE OF FILING OF COMMENT
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
| Docket Date |
2016-01-29
|
| Type |
Response
|
| Subtype |
Comments (Supplemental)
|
| Description |
COMMENTS SUPPLEMENTAL
|
| On Behalf Of |
DR. SAM SUGAR
|
| View |
View File
|
|
| Docket Date |
2016-01-28
|
| Type |
Event
|
| Subtype |
No Fee Required
|
| Description |
No Fee Required
|
|
| Docket Date |
2016-01-28
|
| Type |
Misc. Events
|
| Subtype |
Fee Status
|
| Description |
NF:No Fee Required
|
|
| Docket Date |
2016-01-28
|
| Type |
Petition
|
| Subtype |
Appendix
|
| Description |
APPENDIX-RULES ~ Appendix F
|
| On Behalf Of |
Amendments to the Florida Probate Rules
|
| View |
View File
|
|
| Docket Date |
2016-01-28
|
| Type |
Letter-Case
|
| Subtype |
Bar News Publication Request
|
| Description |
LETTER-BAR NEWS PUBLICATION REQUEST ~ For publication in the February 15, 2016, Bar News with comments due 03/15/2016
|
| View |
View File
|
|
|
