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Florida Statute 86.041 - Full Text and Legal Analysis Florida Statute 86.041 | Lawyer Caselaw & Research
Fla. Stat. § 86.041 (2026) Copy Cite Official Site Syfertize CourtListener Amendments
86.041 Actions by executors, administrators, trustees, etc.Any person interested as or through an executor, administrator, trustee, guardian, or other fiduciary, creditor, devisee, legatee, heir, next of kin, or cestui que trust, in the administration of a trust, a guardianship, or the estate of a decedent, an infant, a mental incompetent, or insolvent may have a declaration of rights or equitable or legal relations to:
(1) Ascertain any class of creditors, devisees, legatees, heirs, next of kin, or others;
(2) Direct the executor, administrator, or trustee to refrain from doing any particular act in his or her fiduciary capacity; or
(3) Determine any question relating to the administration of the guardianship, estate, or trust, including questions of construction of wills and other writings.

For the purpose of this section, a “mental incompetent” is one who, because of mental illness, intellectual disability, senility, excessive use of drugs or alcohol, or other mental incapacity, is incapable of managing his or her property or caring for himself or herself or both.

History.s. 4, ch. 21820, 1943; s. 38, ch. 67-254; s. 1, ch. 88-33; s. 459, ch. 95-147; s. 3, ch. 2013-162.
Note.Former s. 87.04.

Cases Citing F.S. 86.041

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·United States v. Jesus Ismael Miranda, J.M. Seafood, Inc., 835 F.2d 830 (11th Cir. 1988).

Cited 26 times | Published | Court of Appeals for the Eleventh Circuit | 1988 U.S. App. LEXIS 388, 1988 WL 44

...Shortly thereafter, a different judge, involved in related pending cases, ordered the original magistrate to advise the Florida attorney general that the State could elect to participate in the case, as the constitutionality of a statute was at issue. Fla.Stat. § 86.041; U.S.Dist.Ct.S.D.Fla....
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Cited as authority(citing case) (2017)
phrase: "rule_authority"
Cited as authority(citing case) (2012)
phrase: "rule_authority"
Cited as authorityJones (2010)
phrase: "rule_authority"
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·Dent v. Belin, 483 So. 2d 61 (Fla. 1st DCA 1986).

Cited 3 times | Published | Florida 1st District Court of Appeal | 11 Fla. L. Weekly 297

...Therefore, appellees' arguments below as to the merits of Dent's inquiry were misplaced and the proper issue was his entitlement to a declaration of rights. The declaratory judgment act is to be liberally administered and construed. Section 86.101, Florida Statutes (1983). Section 86.041 provides that any person interested as a trustee in the administration of a trust may have a declaration of rights to determine any question arising in the administration of the trust (emphasis supplied)....
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Cited as authorityWells (2009)
phrase: "rule_authority"
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·Wells v. Wells, 24 So. 3d 579 (Fla. 4th DCA 2009).

Cited 1 times | Published | Florida 4th District Court of Appeal | 2009 Fla. App. LEXIS 13755, 2009 WL 2949277

...arise from those facts." Palumbo v. Moore, 777 So.2d 1177, 1178 (Fla. 5th DCA 2001). A dismissal for failure to state a cause of action is reviewed de novo. Charles v. Fla. Foreclosure Placement Ctr., LLC, 988 So.2d 1157, 1158-59 (Fla. 3d DCA 2008). Section 86.041, Florida Statutes (2007) provides, in part: Any person interested as or through an executor, administrator, trustee, guardian, or other fiduciary, creditor, devisee, legatee, heir, next of kin, or cestui que trust, in the administratio...
...question arising in the administration of the guardianship, estate, or trust, including questions of construction of wills and other writings. Id. In King v. Pinellas Central Bank & Trust Co., 339 So.2d 712 (Fla. 2d DCA 1976), the court interpreted section 86.041 as follows: This statute is specific that any person......
...adverse interests were before the court through the trustee. Id. at 713. Furthermore, "[t]he declaratory judgment act is to be liberally administered and construed." Dent v. Belin, 483 So.2d 61, 62 (Fla. 1st DCA 1986). Thus, we hold that pursuant to section 86.041, Fla....
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Cited as authority(citing case) (2012)
phrase: "rule_authority"
Cited as authority(citing case) (2011)
phrase: "rule_authority"
Cited as authorityGraves (2011)
phrase: "rule_authority"
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·Wolf Sanitary Wiping Cloth, Inc. v. Wolf, 526 So. 2d 702 (Fla. 3d DCA 1988).

Cited 4 times | Published | Florida 3rd District Court of Appeal | 13 Fla. L. Weekly 1152, 1988 Fla. App. LEXIS 1916, 1988 WL 44489

...[4] A personal representative may invoke the jurisdiction of the court to resolve judicial questions about an estate or its administration, section 733.603, Florida Statutes (1985), and may maintain an action to determine title to or recover possession of property, section 733.607, Florida Statutes (1985). Section 86.041 specifically permits a declaratory action to be brought by a personal representative in a probate proceeding....
...n action. In Backus v. Howard W. Backus Towing, Inc., 391 So.2d 378 (Fla. 3d DCA 1980), the widow of the corporation's board chairman brought an action in her capacity as personal representative. She sought a declaration of her rights under sections 86.041(1) and (3), Florida Statutes (1977), to certain quitclaim deeds, as well as her rights under a stock purchase agreement between her late husband and his son, each of whom owned fifty percent of the corporation....
...ity, power, privilege, or right now exists or will arise in the future. Any person seeking a declaratory judgment may also demand additional, alternative, coercive, subsequent, or supplemental relief in the same action. § 86.011, Fla. Stat. (1985). Section 86.041 is set forth as follows: 86.041 Actions by executors, administrators, trustees, etc....
...or, administrator, or trustee to refrain from doing any particular act in his fiduciary capacity; or (3) To determine any question arising in the administration of the estate or trust, including questions of construction of wills and other writings. § 86.041, Fla....
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Receded fromParmenter (2018)
phrase: "receded from"
Cited as authority(citing case) (2015)
phrase: "rule_authority"
Cited as authority(citing case) (2002)
phrase: "rule_authority"
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·Scott v. Reyes, 913 So. 2d 13 (Fla. 2d DCA 2005).

Published | Florida 2nd District Court of Appeal | 2005 Fla. App. LEXIS 14265, 2005 WL 2172231

...1, 2004, separate counsel filed a notice of appearance for Mrs. Scott individually. The next day, Mrs. Scott — acting in her individual capacity — filed a “Petition for Declaration of Rights” in the estate administration proceeding. Invoking section 86.041, Florida Statutes (2003), Mrs....
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Cited as authority(citing case) (2018)
phrase: "rule_authority"
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·Backus v. Howard W. Backus Towing, Inc., 391 So. 2d 378 (Fla. Dist. Ct. App. 1980).

Published | District Court of Appeal of Florida | 1980 Fla. App. LEXIS 18254

...of whether her “... rights, status, or other equitable or legal relations are affected by [the Agreement].” § 86.021, Fla.Stat. (1977). Further, as the personal representative of the estate of Howard, Mary may also seek declaratory relief under Section 86.041(1) & (3), Florida Statutes (1977), “......
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Cited as authorityWolf (1988)
phrase: "rule_authority"
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·King v. Pinellas Cent. Bank & Trust Co., 339 So. 2d 712 (Fla. Dist. Ct. App. 1976).

Published | District Court of Appeal of Florida | 1976 Fla. App. LEXIS 15681

...l of the beneficiaries of the trust are not before the court the complaint was properly dismissed. Appellee relies heavily on May v. Holley, Fla.1952, 59 So.2d 636 . Appellee is correct in its interpretation of May, supra. However, it has overlooked § 86.041, Fla.Stat.1975, which states: “Any person interested as or through [a] ....
...§§ 87.01 and 87.02, now §§ 86.011 and 86.021, Fla. Stat.1975, which statutes granted the circuit courts jurisdiction to declare rights, status and other equitable or legal issues and did not involve the rights of any person interested through a trustee under § 86.041, Fla.Stat.1975, formerly F.S.A....
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Cited as authorityWells (2009)
phrase: "rule_authority"
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Adelsperger v. Midlantic Nat'l Bank & Trust Co., 567 So. 2d 444 (Fla. Dist. Ct. App. 1990).

Published | District Court of Appeal of Florida | 1990 Fla. App. LEXIS 4551, 1990 WL 151219

Section 86.101, Florida Statutes, (1983). Section 86.041 provides that any person interested as a trustee
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First Nat'l Bank in Palm Beach v. Underwood, 499 So. 2d 60 (Fla. 3d DCA 1986).

Published | Florida 3rd District Court of Appeal | 12 Fla. L. Weekly 79, 1986 Fla. App. LEXIS 11066

...ate is so advised. We affirm upon the authority of Fried v. Easton, 293 So.2d 87 (Fla. 3d DCA 1974); Grandin Industries, Inc. v. Florida Nat’l Bank at Orlando, 267 So.2d 26 (Fla. 4th DCA 1972); Talcott v. McDowell, 148 So.2d 36 (Fla. 3d DCA 1962); § 86.041(3), Florida Statutes (1985)....

This Florida statute resource is curated by Florida Bar member Graham W. Syfert, a Jacksonville, Florida personal injury and workers' compensation attorney (Florida Bar No. 39104). For legal consultation, call 904-383-7448.