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40 verbatim requirements from admin. order (unlisted) [unlisted] ElectronicSubmissionOrders_GeneralProbateGuardianshipProcedures.
20th Judicial Circuit. Procedural information only; not legal advice.
Verbatim from https://www.ca.cjis20.org/pdf/Charlotte/ElectronicSubmissionOrders_GeneralProbateGuardianshipProcedures.pdf, harvested 2026-07-25; whitespace normalised only. • This grace period ends on April 6, 2018, after which date all proposed orders (with very few exceptions) must be submitted electronically. • E-mails must be sent to one of two addresses: cha-probate@ca.cjis20.org (probate/estate cases) or cha-guardianship@ca.cjis20.org (guardianship cases). • If a checklist is available for a particular proposed order it must be included as an attachment to the e-mail by which the proposed order is sent. • If the checklist is generated electronically it may be attached to the e-mail as a PDF, Word, WordPerfect or any other -- 2 of 17 -- 3 commonly used word-processing document (however, proposed orders must be in Microsoft • If there is no checklist listed on the above checklist web page specified for your Petition/Motion, none is required. • Judge at the appropriate email addresses: cha-probate@ca.cjis20.org or cha-guardianship@ca.cjis20.org Do not route proposed orders through the Clerk. • Do not send the few original documents that must by rule be filed with the Clerk to Judge Alessandroni. • The Portal must then transfer the electronic document to the Clerk’s Office which must then transfer the file to the Clerk’s internal case maintenance system. • Finally, then the Clerk must formally accept the document into the Clerk’s case maintenance software to make the document viewable to users. • Document Format All electronically submitted proposed orders MUST be submitted to the Court utilizing recent versions of Microsoft Word. • No other formats will be accepted at this time (except for checklists noted below). “Recent versions of Word” include all versions from 2003 and later with a “docx” file type. “RTF” files are not acceptable, and if your office uses WordPerfect you can convert the WP files to Word files, but if your WP program has not been upgraded for many years, the version of Word that is produced may not be compatible with the judicial software that must process the proposed order. • Form/Template All proposed orders MUST be stripped of the following • An example of how your documents must be modified is attached to these procedures. • The Judicial Assistant will have to manually add the certificate of service for recipients who will not be served by E-Service from the Portal. -Included below is a procedure that must be used to insure that your electronically submitted proposed orders do not generate electronic service language in fonts other than • Address unrepresented interested parties who must be served with the orders agree to receive their copies by E-Service via the E-Filing • Reducing the number of mailed hard copies that must be physically served will save time and money for law firms and the court. • Fla.R.Jud.P. which provides "any party not represented by an attorney may serve a designation of a primary e-mail address and also may designate no more than two secondary e-mail addresses to which service must be directed in that proceeding by the means provided in subdivision (b)(1) of this rule. • If a party not represented by an attorney does not designate an e-mail address for service in a proceeding, service on and by that party must be by the means provided in subdivision (b)(2) of this rule." • Stamped addressed envelopes must be furnished by the attorney who submitted the proposed order. • To assist in this process, the attorney’s office must include the name and address of those persons to be served by mail in the body of the E-mail submitting the proposed order. • In the event that there is a computer outage at any of the several transmission nodes or networks that must be working in order for this process to work, you will retain the option to return to the previous practice of paper submission and continue functioning with limited interruption of service. • Must Be Viewable submit proposed orders until the supporting documents are viewable in the Clerk’s system. • Pursuant to Section 744.368, F.S., “(2) The clerk shall, within 30 days after the date of filing of the initial or annual report of the guardian of the person, complete his or her review of the report. • (3) Within 90 days after the filing of the verified inventory and accountings by a guardian of the property, the clerk shall audit the verified inventory and the accountings. • The clerk shall advise the court of the results of the audit.” It is the submitting attorney’s responsibility to verify that the clerk or the clerk auditor has filed a report approving the report and the report is viewable prior to E- mailing the proposed order which approves the report. • Orders That Must Be supporting document(s) are viewable in the Clerk’s system: • Delayed in Submission o Proposed Order Document o Order Admitting Will The Will o Any order approving a guardian Clerk Report or o report that must be approved by the Clerk Audit o clerk via a report of the clerk (initial, o annual, final reports of person or o property accountings, etc.) • Bond must be delayed until a bond is approved by the Clerk, the J.A. will hold the E-mail with the proposed letters in a pending queue until such time as the bond is accepted. • Subject Line of E-mails sent must be contain at a minimum the following language • Cover Letters Please do not attach a cover letter to the e-mail. • Counsel With the E-mail and pro se parties/interested persons who must be served • If a checklist is available for a particular proposed order it must be included as an attachment to the E-mail to which the related proposed order is attached. • I understand that I must keep the clerk’s office and the opposing party or parties notified of my current address and that all future papers in this lawsuit will be served at the address(es) on record at the clerk’s office. _____________________________ ____________ • These lists are not the checklists that must be E-filed by the attorneys. • Do not submit proposed orders unless/until ALL the documents upon which the order is based are viewable in the clerk's system. • Any inventory filed by a fiduciary in an estate proceeding with the Court, must be sent to the Department of • P8 No proof of service of Notice to Creditors served on AHCA. §733.2121(d), F.S. provides: "If a decedent at the time of death was 55 years of age or older, the personal representative shall promptly serve a copy of the notice to creditors and provide a copy of the death certificate on the Agency for Health Care Administration within 3 months after the first publication of the notice to creditors, unless the agency has already filed a statement of claim in the estate proceedings." The website for the Florida Estate • The affidavits submitted do not comply with the requirements of • P15 Unless a stipulation signed by all parties is filed, a hearing is required. • Court must find that the will is valid under the laws of the state or country where the testator was at the time of execution.
This grace period ends on April 6, 2018, after which date all proposed orders (with very few exceptions) must be submitted electronically.
Reviewer note: Order PDF sha256: 78af99e064e640d7b4ac76fb0e87dc3668ed5ae0e64456fc16f765f8f827f4bb. Extracted from the order's own text layer.
Judge Bell caps motions and responses at 5 pages for UMC hearings and 12 pages for special-set hearings.
Judge Alijewicz requires every motion for attorney's fees and/or costs to attach a document detailing time records — no records, no fee award.
Judge Corlew bars informal contact: every communication with the Court must be in writing, filed with the Clerk, with copies furnished to all parties — and no calls to the JA to schedule or cancel UMC.