Florida Statute 736.0110 | Lawyer Caselaw & Research

The 2024 Florida Statutes

Title XLII
ESTATES AND TRUSTS

Chapter 736
FLORIDA TRUST CODE

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F.S. 736.0110

736.0110 Others treated as qualified beneficiaries.—

(1) A charitable organization expressly designated to receive distributions under the terms of a charitable trust has the rights of a qualified beneficiary under this code if the charitable organization, on the date the charitable organization’s qualification is being determined:

(a) Is a distributee or permissible distributee of trust income or principal;

(b) Would be a distributee or permissible distributee of trust income or principal on termination of the interests of other distributees or permissible distributees then receiving or eligible to receive distributions; or

(2) A person appointed to enforce a trust created for the care of an animal or another noncharitable purpose as provided in s. 736.0408 or s. 736.0409 has the rights of a qualified beneficiary under this code.

(3) The Attorney General may assert the rights of a qualified beneficiary with respect to a charitable trust having its principal place of administration in this state. The Attorney General has standing to assert such rights in any judicial proceedings.

History.—s. 1, ch. 2006-217; s. 5, ch. 2017-155.

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Amendments to 736.0110

Arrestable Offenses / Crimes under Fla. Stat. 736.0110

Level: Degree
Misdemeanor/Felony: First/Second/Third

Current data shows no reason an arrest or criminal charge should have occurred directly under Florida Statute 736.0110.

Annotations, Discussions, Cases:

Cases Citing Statute 736.0110

Total Results: 5

Kathleen Jennings, the Attorney General of the State of Delaware v. Hugh M. Durden, John S. Lord, Thomas G. Kuntz, Terri Kelly, Geoffrey M. Rogers, and Winfred L. Thornton, etc.

Court: Fla. Dist. Ct. App. | Date Filed: 2024-05-31T00:00:00-07:00

Snippet: beneficiary and thus entitled to sue the Trust. See § 736.0110(1), Fla. Stat. (2020). First, the Trustees argued…principal place of administration in this state.” § 736.0110(3), Fla. Stat. Third, Appellees argued …General. See Ch. 2017-155, § 5, Laws of Fla.; § 736.0110(3), Fla. Stat. (2023). However, the Trust Code…official with charitable trust responsibilities. § 736.0110(3), Fla. Stat. (2023). The Code states that “[…assert such rights in any judicial proceedings.” § 736.0110(3), Fla. Stat. (emphasis added). The highlighted

Hadassah v. Melcer

Court: Fla. Dist. Ct. App. | Date Filed: 2019-01-09T00:00:00-08:00

Citation: 268 So. 3d 759

Snippet: principal if the trust terminated on that date. § 736.0110(1), Fla. Stat. (2017) (emphasis added). A "…charities are qualified beneficiaries under section 736.0110(1)(b). On the relevant date, the daughters were…charities are qualified beneficiaries under section 736.0110(1)(b). The error in the lower court's reasoning

Hadassah v. Melcer

Court: Fla. Dist. Ct. App. | Date Filed: 2019-01-09T00:00:00-08:00

Citation: 268 So. 3d 759

HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. v. STEPHEN G. MELCER, TRUSTEE

Court: Fla. Dist. Ct. App. | Date Filed: 2019-01-08T23:53:00-08:00

Snippet: . -2- § 736.0110(1), Fla. Stat. (2017) (emphasis added). A “distributee…charities are qualified beneficiaries under section 736.0110(1)(b). On the relevant date, the daughters were…charities are qualified beneficiaries under section 736.0110(1)(b). The error in the lower court’s reasoning

Joseph R. Biden, I I I, the Attorney General etc. v. John S. Lord, Herbert H. Peyton

Court: Fla. Dist. Ct. App. | Date Filed: 2014-09-22T00:00:00-07:00

Citation: 147 So. 3d 632

Snippet: regard to a trust administered under Florida law. § 736.0110(3) Fla. Stat. (2006) ("The Attorney General