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FL S2620

Bill

Status

Failed

4/30/2010

Primary Sponsor

Thad Altman

Click for details

Origin

Senate

2010 Regular Session

AI Summary

  • Establishes a retaliatory estate tax on property of nonresident decedents located in Florida when their state of domicile imposes estate, inheritance, or death taxes on Florida residents' property
  • Tax amount equals what the nonresident would pay under their home state's tax laws if their Florida property were located in their domicile state
  • Authorizes Florida courts to construe wills containing federal tax provisions (unified credit, marital deduction, generation-skipping transfer tax exemptions) to determine shares and beneficiaries based on testator's intent
  • Allows personal representatives to delay distributions, pay fees and costs, and establish reserves without court order during the applicable period (January 1 - December 31, 2010) while protecting them from liability for good faith actions
  • Takes effect July 1, 2010, except judicial construction provisions which take effect upon enactment; applies retroactively to January 1, 2010

Legislative Description

Estate Tax [WPSC]

Last Action

Died in Committee on Finance and Tax, companion bill(s) passed, see CS/CS/HB 1237 (Ch. 2010-132), CS/CS/SB 998 (Ch. 2010-122)

4/30/2010

Committee Referrals

Finance and Tax4/12/2010
Commerce3/29/2010
Judiciary3/9/2010

Full Bill Text

No bill text available