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Amendments to Florida Probate Rules

Citations: 683 So. 2d 78; 21 Fla. L. Weekly Supp. 436; 1996 Fla. LEXIS 1713; 1996 WL 559880Docket: 87666

Court: Supreme Court of Florida; October 3, 1996; Florida; State Supreme Court

Narrative Opinion Summary

The Supreme Court of Florida addressed amendments to the Florida Probate Rules proposed by the Probate Rules Committee, aiming to align them with the Rules of Civil Procedure and recent statutory changes. The Board of Governors and the Real Property, Probate, and Trust Law Section of The Florida Bar endorsed these amendments, which were also publicized for public comment. Addressing specific comments, the Court amended Florida Probate Rule 5.100 to clarify that appeals in probate and guardianship matters will be governed by the Florida Rules of Appellate Procedure. However, it retained the requirement for social security or tax identification numbers in guardianship petitions, contrary to proposed changes, due to concerns raised about court administration. The Court also incorporated changes regarding attorney fee disclosures to rules 5.180 and 5.400, aligning them with section 733.6171(9) of the Florida Statutes. The amendments will become effective on January 1, 1997, with the Court indicating that motions for rehearing will not delay this date. These procedural adjustments reflect an ongoing effort to harmonize probate processes with broader procedural frameworks and statutory mandates.

Legal Issues Addressed

Amendments to Florida Probate Rules

Application: The Court reviewed and approved amendments to align the rules with procedural and statutory changes, except where further review is necessary.

Reasoning: Approval has been granted for amendments to the Florida Probate Rules based on the rules committee's report and intervenors' proposals.

Appeals in Probate Matters

Application: The proposed amendment clarifies that probate and guardianship order appeals are governed by the Florida Rules of Appellate Procedure.

Reasoning: The Court agreed to amend rule 5.100 to state that appeals of probate and guardianship orders are governed by the appellate rules.

Attorney Fee Disclosures in Probate

Application: Amendments require disclosures of attorney fees in alignment with statutory requirements, impacting rules 5.180 and 5.400.

Reasoning: The Court accepted the intervenors' proposals, leading to amendments in rules 5.180 and 5.400 to incorporate the fee waiver disclosure requirements specified in section 733.6171(9), Florida Statutes (1995).

Guardianship Petitions and Social Security Numbers

Application: The requirement for a guardian's social security or tax identification number in petitions remains unchanged due to concerns about court administration.

Reasoning: The Court decided not to implement the changes to rule 5.560 at this time.