Florida Probate Rules

FLORIDAPROBATE RULES

2009 Edition

(Includes probate and guardianship rules,Florida Probate Code, Florida Guardianship Law, and related rules, statutes, and constitutional provisions)

Rules reflect all changes through 986 So.2d 576. Subsequent amendments, if any, can be found atwww.floridasupremecourt.org/decisions/rules.shtml.The Florida Bar also updates the rules on its website atwww.FloridaBar.org (on the home page click “Rules Updates”). Statutes are current through the 2008 LegislativeSession.

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CITATIONS TO OPINIONS ADOPTING ORAMENDING RULES

ORIGINAL ADOPTION, effective 1-1-68: 201 So.2d 409.OTHER OPINIONS:Effective 1-1-76: 324 So.2d 38. Complete revision (temporary rules).Effective 7-1-77: 344 So.2d 828. Complete revision.Effective 1-1-81: 387 So.2d 949. Four-year-cycle revision. Amended 5.020, 5.040, 5.340, 5.345, 5.400,5.440, 5.520, 5.540, 5.550, 5.560, 5.570, 5.630, 5.660, 5.690; added5.205.Effective 1-1-85: 458 So.2d 1079. Four-year-cycle revision. Amended 5.020–5.040, 5.080, 5.110, 5.150,5.170, 5.180, 5.210, 5.230, 5.240–5.270, 5.340–5.420, 5.440, 5.460– 5.490, 5.510–5.560, 5.600, 5.620, 5.660, 5.670; deleted 5.280, 5.290,5.410, 5.450, 5.500, 5.570; added 5.041, 5.042, 5.065, 5.395, 5.401,5.405, 5.406.Effective 1-1-85: 460 So.2d 906. Amended 5.340.Effective 12-23-87: 517 So.2d 675. Amended 5.540, 5.560; added 5.710.Effective 1-1-89: 531 So.2d 1261. Four-year-cycle revision. Amended 5.015, 5.025, 5.042, 5.050, 5.080,5.110, 5.160, 5.180, 5.205–5.240, 5.270, 5.340, 5.360, 5.400, 5.405– 5.420, 5.440, 5.490, 5.510, 5.620, 5.630, 5.650–5.670, 5.690; deleted5.190, 5.390, 5.540, 5.590; added 5.122, 5.171, 5.201, 5.235, 5.275,5.346, 5.355, 5.385, 5.386, 5.475, 5.495.Effective 10-1-89: 551 So.2d 452. Amended 5.015, 5.550, 5.560, 5.610–5.660, 5.680–5.700; added 5.590,5.800.Effective 10-1-91: 584 So.2d 964. Amended 5.010, 5.040, 5.050, 5.240, 5.550, 5.560, 5.590–5.630, 5.650– 5.680, 5.700–5.800; amended and renumbered 5.690 to 5.695; deleted5.495; added 5.540, 5.541, 5.555, 5.635, 5.690, 5.696, 5.697, 5.705,5.900.Effective 1-1-93: 607 So.2d 1306. Four-year-cycle revision. Amended 5.025, 5.120, 5.200, 5.240, 5.260,5.310, 5.346, 5.400, 5.470, 5.690, 5.695, 5.900; added 5.496, 5.636.Effective 1-1-97: 683 So.2d 78. Four-year-cycle revision. Amended 5.040, 5.041, 5.080, 5.100, 5.180,5.210, 5.235, 5.240, 5.346, 5.370, 5.400, 5.401, 5.405, 5.406, 5.470,5.560, 5.590, 5.680.Effective 1-1-01: 778 So.2d 272. Four-year-cycle revision. Amended 5.015, 5.040, 5.041, 5.065, 5.100,5.110, 5.555, 5.560, 5.705.Effective 10-11-01: 807 So.2d 622,816 So.2d 1095. Amended 5.025, 5.340, 5.360; added 5.365.Effective 5-2-02,applicable to decedentsdying afterDecember 31, 2001: 824 So.2d 849. Amended 5.080, 5.200, 5.205, 5.210, 5.240, 5.310, 5.340, 5.345, 5.346,5.385, 5.405, 5.440, 5.510, 5.530; deleted 5.070, 5.520; added 5.215,5.216, 5.241, 5.341, 5.404.Effective 6-19-03,applicable to decedentsdying afterDecember 31, 2001: 848 So.2d 1069. Two-year-cycle revision. Amended 5.122, 5.205, 5.240, 5.385, 5.430,5.496; added 5.342.Effective 1-1-04: 848 So.2d 1069. Two-year-cycle revision. Amended 5.555, 5.680; added 5.407, 5.552.Effective 10-1-04: 887 So.2d 1090. Amended 5.697.

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Effective 1-1-06: 912 So.2d 1178. Two-year-cycle revision. Amended 5.040, 5.041, 5.042, 5.240, 5.241,5.270, 5.345, 5.346, 5.360, 5.400, 5.404, 5.475, 5.496, 5.530, 5.620;added 5.402, 5.403, 5.498, 5.499, 5.625.Effective 2-1-07: 948 So.2d 735. Amended 5.180, 5.550, 5.552, 5.555, 5.560, 5.625, 5.630, 5.636, 5.660,5.680, 5.695; added 5.646, 5.647, 5.685, 5.720, 5.725.Effective 7-12-07: 964 So.2d 140. Amended 5.015, 5.240, 5.241; added 5.648.Effective 1-1-08: 959 So.2d 1170. Three-year-cycle revision. Amended 5.040, 5.041, 5.200, 5.210, 5.241,5.490, 5.496, 5.498, 5.499, 5.530, 5.650, 5.670, 5.697, 5.710; added5.095, 5.645.Effective 7-10-08: 986 So.2d 576. Amended 5.015, 5.030, 5.040, 5.050, 5.120, 5.540, 5.541, 5.620, 5.625,5.640, 5.650, 5.660, 5.680, 5.720; added 5.649, 5.681.

NOTE TO USERS: Rules in this pamphlet are current through 986 So.2d 576. Subsequent amendments, if any, canbe found at www.floridasupremecourt.org/decisions/rules.shtml.The Florida Bar also updates the rules on itswebsite at www.FloridaBar.org (on the homepage click “Rules Updates”).