Florida Probate Rule 5.470
Ancillary Administration
- (a)Petition. The contents of the petition for ancillary letters must be as provided in rule 5.200. The petition must be verified and must include:
- (1)for a testate estate, an authenticated copy of so much of the domiciliary proceedings as will show the will, petition for administration, order admitting the will to probate, and authority of the personal representative to act;
- (2)for an intestate estate, an authenticated copy of so much of the domiciliary proceedings as will show the petition for administration, and authority of the personal representative to act; or
- (3)if appointment of someone other than the domiciliary personal representative is requested, a statement of the facts constituting grounds on which appointment is sought.
- (1)
- (b)Notice. Before ancillary letters will be issued to any person, formal notice must be given to:
- (1)all known persons qualified to act as ancillary personal representative and whose entitlement to preference of appointment is equal to or greater than petitioner’s and who have not waived notice or joined in the petition; and
- (2)all domiciliary personal representatives who have not waived notice or joined in the petition.
- (1)
- (c)Probate of Will. On filing the authenticated copy of a will, the court must determine whether the will complies with Florida law to entitle it to probate. If it does comply, the court must admit the will to probate.
Notes
Rule History
- 1975
- The rule sets out the procedural requirements for issuance of ancillary letters.
- 1984
- Editorial changes with addition of notice requirement in (b). Committee notes revised.
- 1988
- Committee notes revised.
- 1992
- Changed rule to require that notice be given to persons qualified to act as ancillary personal representative whose entitlement to preference of appointment is equal to or greater than petitioner’s and to all domiciliary personal representatives prior to entry of an order admitting the will to probate. Committee notes revised. Citation form changes in committee notes.
- 1996
- The requirement that a filing of an authenticated copy of a will be a “probated” will is removed from subdivision (c). There may be circumstances in which a will is on deposit or file in a foreign jurisdiction but is not being offered for probate. That should not preclude an ancillary administration in Florida of that estate. This change is not intended to allow an authenticated copy of any document other than an original instrument to be filed under this rule and considered for probate.
- 2003
- Committee notes revised.
- 2005
- Committee notes revised.
- 2010
- Committee notes revised.
- 2012
- Committee notes revised.
- 2019
- Subdivision (a) amended to clarify the contents of a petition for ancillary letters. Committee notes revised.
- 2026
- Subdivision (a)(1) amended for consistency with subdivision (a)(2). Committee notes revised.
References
Statutory References
- § 731.201(1), Fla. Stat. General definitions.
- § 733.212, Fla. Stat. Notice of administration; filing of objections.
- § 733.2121, Fla. Stat. Notice to creditors; filing of claims.
- § 734.102, Fla. Stat. Ancillary administration.
- § 734.1025, Fla. Stat. Nonresident decedent’s testate estate with property not exceeding $50,000 in this state; determination of claims.
Rule References
- Fla. Prob. R. 5.020 Pleadings; verification; motions.
- Fla. Prob. R. 5.040 Notice.
- Fla. Prob. R. 5.041 Service of pleadings and documents.
- Fla. Prob. R. 5.042 Time.
- Fla. Prob. R. 5.065(b) Notice of civil action or ancillary administration.
- Fla. Prob. R. 5.200 Petition for Administration.
- Fla. Prob. R. 5.205(a)(2) Filing evidence of death.
- Fla. Prob. R. 5.215 Authenticated copy of will.
- Fla. Prob. R. 5.240 Notice of administration.
- Fla. Prob. R. 5.241 Notice to creditors.
- Fla. Prob. R. 5.475 Ancillary administration, short form. Fed. R. Civ. P. 44(a) Proving an official record.
- Fla. R. Gen. Prac. & Jud. Admin. 2.516 Service.