Florida Statute 736.0201 | Lawyer Caselaw & Research

The 2024 Florida Statutes

Title XLII
ESTATES AND TRUSTS

Chapter 736
FLORIDA TRUST CODE

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F.S. 736.0201

736.0201 Role of court in trust proceedings.—

(1) Except as provided in subsections (5), (6), and (7) and s. 736.0206, judicial proceedings concerning trusts shall be commenced by filing a complaint and shall be governed by the Florida Rules of Civil Procedure.

(2) The court may intervene in the administration of a trust to the extent the court’s jurisdiction is invoked by an interested person or as provided by law.

(3) A trust is not subject to continuing judicial supervision unless ordered by the court.

(4) A judicial proceeding involving a trust may relate to the validity, administration, or distribution of a trust, including proceedings to:

(a) Determine the validity of all or part of a trust;

(b) Appoint or remove a trustee;

(d) Review and settle interim or final accounts;

(e) Ascertain beneficiaries; determine any question arising in the administration or distribution of any trust, including questions of construction of trust instruments; instruct trustees; and determine the existence or nonexistence of any immunity, power, privilege, duty, or right;

(f) Obtain a declaration of rights; or

(g) Determine any other matters involving trustees and beneficiaries.

(5) A proceeding for the construction of a testamentary trust may be filed in the probate proceeding for the testator’s estate. The proceeding shall be governed by the Florida Probate Rules.

(6) Rule 1.525, Florida Rules of Civil Procedure, shall apply to judicial proceedings concerning trusts, except that the following do not constitute taxation of costs or attorney fees even if the payment is for services rendered or costs incurred in a judicial proceeding:

(a) A trustee’s payment of compensation or reimbursement of costs to persons employed by the trustee from assets of the trust.

(b) A determination by the court directing from what part of the trust fees or costs shall be paid, unless the determination is made under s. 736.1004 in an action for breach of fiduciary duty or challenging the exercise of, or failure to exercise, a trustee’s powers.

(7) A proceeding to determine the homestead status of real property owned by a trust may be filed in the probate proceeding for the settlor’s estate if the settlor was treated as the owner of the interest held in the trust under s. 732.4015. The proceeding shall be governed by the Florida Probate Rules.

History.—s. 2, ch. 2006-217; s. 13, ch. 2011-183; s. 5, ch. 2021-183.

F.S. 736.0201 on Google Scholar

F.S. 736.0201 on Casetext

Amendments to 736.0201

Arrestable Offenses / Crimes under Fla. Stat. 736.0201

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

Current data shows no reason an arrest or criminal charge should have occurred directly under Florida Statute 736.0201.

Annotations, Discussions, Cases:

Cases Citing Statute 736.0201

Total Results: 16

In Re: Amendments to Florida Probate Rules

Court: Fla. | Date Filed: 2024-07-03T00:00:00-07:00

Snippet: of payment of expenses and obligations. § 736.0201(7), Fla. Stat. Role of court in trust proceedings

Lisa Johnson, individually and as beneficiary of the Harold Marcus Trust Agreement, etc. v. David Marcus

Court: Fla. Dist. Ct. App. | Date Filed: 2024-05-08T00:00:00-07:00

Snippet: trust must be commenced by filing a complaint. § 736.0201(1), Fla. Stat. (2023) (“Except as provided in

Saul Cimbler, etc. v. Rebecca Greemberg, etc.

Court: Fla. Dist. Ct. App. | Date Filed: 2024-04-10T00:00:00-07:00

Snippet: JJ. PER CURIAM. Affirmed. See § 736.0201(4)(e), Fla. Stat. (“A judicial proceeding involving

IN RE: TRUST OF ADEAN E. WINES vs

Court: Fla. Dist. Ct. App. | Date Filed: 2023-02-03T00:00:00-08:00

Snippet: Analysis Section 736.0201(1), Florida Statutes (2022), provides that “judicial

WILLIAM GUNDLACH, III v. JON ERIK GUNDLACH

Court: Fla. Dist. Ct. App. | Date Filed: 2022-05-25T00:53:00-07:00

Snippet: under the testamentary trust pursuant to section 736.0201(4)(a), (e)–(f),” Florida Statutes (2021).1 Appellant…condition imposed in the Trust that 1 Section 736.0201(4)(a), (e)–(f) provides: (4) A judicial…(f) Obtain a declaration of rights; . . . . § 736.0201(4)(a), (e)–(f), Fla. Stat. (2021). …validity of all or part of the Trust under section 736.0201(4)(a), relating to the same conditions discussed…under the testamentary trust pursuant to section 736.0201(4)(a), (e)–(f), Florida Statutes (2021). Appellant

In Re: Amendments to the Florida Probate Rules - 2021 Fast-Track Report

Court: Fla. | Date Filed: 2021-11-04T00:53:00-07:00

Snippet: 2021-183, §§ 5, 12, Laws of Fla. (enacting §§ 736.0201(7) and 736.1109, Fla. Stat. (2021)). Accordingly…of payment of expenses and obligations. § 736.0201(7), Fla. Stat. Role of court in trust proceedings

BRIAN GILLER v. ANITA GROSSMAN, etc.

Court: Fla. Dist. Ct. App. | Date Filed: 2021-09-01T00:53:00-07:00

Snippet: 3d DCA 2020) (citing §§ 736.0706, 736.1001, and 736.0201, Fla. Stats.; McCormick v. Cox, 118 So. 3d 980

Baden v. Baden

Court: Fla. Dist. Ct. App. | Date Filed: 2018-11-14T00:00:00-08:00

Citation: 260 So. 3d 1108

Snippet: section 736.0201(3) does not provide a means for the trial court to sidestep section 736.0201(1)'…736.0101. Subsections 736.0201(5) and (6) are inapplicable here. Subsection 736.0201(5) relates to the construction…to supervise the [Trust] pursuant to [section] 736.0201[, Florida Statutes, 2017 ]." The only counts… had retained jurisdiction pursuant to section 736.0201 to supervise the Trust in the partial final judgment…governed by the Florida Rules of Civil Procedure. § 736.0201(1).2 Florida Rule of Civil Procedure 1.420(a)(

Baden v. Baden

Court: Fla. Dist. Ct. App. | Date Filed: 2018-11-14T00:00:00-08:00

Citation: 260 So. 3d 1108

H. RAY BADEN v. STEVEN CHRISTOPHER BADEN

Court: Fla. Dist. Ct. App. | Date Filed: 2018-11-13T23:53:00-08:00

Snippet: 3Subsections 736.0201(5) and (6) are inapplicable here. Subsection 736.0201(5) relates to the construction…section 736.0201(3) does not provide a means for the trial court to sidestep section 736.0201(1)'…to supervise the [Trust] pursuant to [section] 736.0201[, Florida Statutes, 2017]." The only counts…had retained jurisdiction pursuant to section 736.0201 to supervise the Trust in the partial final judgment…governed by the Florida Rules of Civil Procedure. § 736.0201(1).2 Florida Rule of Civil Procedure 1.420(a)

Rene v. Sykes-Kennedy

Court: Fla. Dist. Ct. App. | Date Filed: 2015-01-02T00:00:00-08:00

Citation: 156 So. 3d 518, 2015 Fla. App. LEXIS 16, 2015 WL 24081

Snippet: amendment to White’s revocable trust because section 736.0201(i), Florida Statutes (2013) states that “judicial

Kathleen G. Kozinski, etc. v. Amy Stabenow and Nora Faul

Court: Fla. Dist. Ct. App. | Date Filed: 2014-11-05T00:00:00-08:00

Citation: 152 So. 3d 650, 2014 Fla. App. LEXIS 18086

Snippet: 48, Florida Statutes, apply. See §§ 736.0201(1), 736.02025, Fla. Stat. (2014). Resolution

Gordon Phelps Kelley, III v. Joanna Kelley, individually, and Joanna Kelley and Northern Trust Bank of Florida, Bank of New York, Camille Weiss and Errett Van Nice, Amnesty International of the U.S.A., Inc., Cousteau Society and World Wildlife Fund

Court: Fla. Dist. Ct. App. | Date Filed: 2014-09-10T00:53:00-07:00

Snippet: declaratory relief pursuant to sections 86.041 and 736.0201(4)(e)-(f), Florida Statutes (2010), mirroring

Kelley v. Kelley

Court: Fla. Dist. Ct. App. | Date Filed: 2014-09-10T00:00:00-07:00

Citation: 147 So. 3d 597, 2014 Fla. App. LEXIS 14008, 2014 WL 4427275

Snippet: declaratory relief pursuant to sections 86.041 and 736.0201(4)(e)-(f), Florida Statutes (2010), mirroring

Covenant Trust Co. v. Guardianship of Ihrman

Court: Fla. Dist. Ct. App. | Date Filed: 2010-09-15T00:00:00-07:00

Citation: 45 So. 3d 499, 2010 Fla. App. LEXIS 13632, 2010 WL 3564731

Snippet: jurisdiction under the long-arm statute. Section 736.0201(1), Florida Statutes (2009), provides that trust…court shall not entertain proceedings under s. 736.0201 for a trust registered, or having its principal

Doe v. SUNTRUST BANK

Court: Fla. Dist. Ct. App. | Date Filed: 2010-01-29T00:00:00-08:00

Citation: 32 So. 3d 133, 2010 Fla. App. LEXIS 568, 2010 WL 323031

Snippet: determine the beneficiaries of a trust. See § 736.0201(1), Fla. Stat. (2007). Rule 1.280(b)(1) provides