Spousal Elective Share In Florida

State:
Multi-State
Category:
Control #:
US-03335BG
Format:
Word; 
Rich Text
164 downloads

Description

The Spousal Elective Share in Florida is a legal form utilized by a surviving spouse to formally elect to take against the Last Will and Testament of the deceased spouse. This document notifies the executor and their attorney of the surviving spouse's election rights under state laws. Key features include the identification of the surviving spouse and decedent, the citation of applicable state statutes, and a certificate of service to ensure all parties are properly notified. Filling out this form requires the surviving spouse to provide their information, the decedent's details, and the specific date of the Last Will. The form is particularly beneficial for attorneys, partners, owners, associates, paralegals, and legal assistants dealing with estate planning and probate matters, offering clarity in the elective share process. It can be used when a surviving spouse wishes to claim their statutory share despite the provisions of the deceased's will, ensuring they receive a fair distribution of assets. Those responsible for estate administration must understand and correctly handle this notice to avoid legal complications.
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FAQ

Are There Time Limits to Claim an Elective Share in Florida? In Florida, a spouse only has six months after receiving notice of estate administration or 2 years from the date of death to file an election to claim an elective share (Florida Statutes 732.2135).

Surviving spouses invoke their right to take an elective share most often when the decedent attempts to disinherit them or leaves them less than they would receive if they took an elective share. In Florida, the elective share a surviving spouse is entitled to is 30% of the decedent's elective estate.

In order to claim the elective share, you must file a written notice with the probate court within 6 months after the date of service of a copy of the notice of administration or 2 years after the date of the decedent's death.

The petition must: (A) give the name and address of each direct recipient known to the personal representative; (B) describe the proposed distribution of assets to satisfy the elective share, and the time and manner of distribution; and (C) identify those direct recipients, if any, from whom a specified contribution ...

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Spousal Elective Share In Florida