Drafts v. Drafts

114 So. 2d 473
CourtDistrict Court of Appeal of Florida
DecidedSeptember 22, 1959
DocketA-314
StatusPublished
Cited by4 cases

This text of 114 So. 2d 473 (Drafts v. Drafts) is published on Counsel Stack Legal Research, covering District Court of Appeal of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Drafts v. Drafts, 114 So. 2d 473 (Fla. Ct. App. 1959).

Opinion

114 So.2d 473 (1959)

George B. DRAFTS, James F. Drafts, George S. Drafts, Jr., Alma Derrick, Daniel Drafts, Jefferson Drafts, Mrs. Aquilla Shealy, Hampton Drafts, alias C. Hampton Drafts, Annie Lee Shull, Julia Feibrick, Clyde Drafts, Mary Carol Drafts, alias Mary Carolyn Drafts, a minor, Rebecca Lynne Drafts, a minor, Lewin Drafts, Alias Lewin P. Drafts, Cecil Drafts, A.F. Drafts, H.D. Drafts and Margaret Kyzer, Appellants,
v.
R.T. DRAFTS, as Ancillary Administrator c.t.a. of the Estate of Alma C. Dreher, Deceased, Appellee.

No. A-314.

District Court of Appeal of Florida. First District.

September 22, 1959.

Savage & Mills, Ocala, for appellants.

James M. Smith, Jr., Ocala, for appellee.

CARROLL, DONALD, Judge.

This appeal is from a declaratory decree construing the provisions of a will. There being no dispute as to the facts, no evidence was taken. The case was submitted to the *474 chancellor for decision on the issues of law made by the complaint and answer.

The testatrix had seven brothers and sisters, three of whom died leaving lineal descendants prior to the execution of the will, and two of whom died leaving lineal descendants after the will was executed but prior to testatrix's death. The will itself is simple and uncomplicated. After making a specific bequest to two of testatrix's nephews, it concluded with the following provision:

"I will, devise and bequeath all the residue of my property, both real and personal, to my brothers and sisters, share and share alike."

The question presented for the chancellor's decision was two-fold. First, were the lineal descendants of the three brothers who died prior to the execution of the will entitled to take as members of the class under the quoted residuary clause of the will? Second, were the lineal descendants of the brother and sister who died after the execution of the will, but prior to testatrix's death, entitled to take as members of the class under the residuary clause of the will? In resolving these issues the chancellor answered both questions in the negative, and decreed that only the brother and sister who survived the testatrix were entitled to share the residuary estate.

Under the common law a testamentary gift is void if made to one who was deceased at the time the will was executed. Redfearn on Wills and Administration of Estates in Florida, (3rd Ed.) Vol. 1, Section 149; 57 Am.Jur. 954, Section 1424; In re Hutton's Estate, 106 Wash. 578, 180 P. 882, 3 A.L.R. 1673. It is also a settled common law principle that a testamentary gift lapses if made to one who dies after the execution of the will but before the death of the testator, or before the time for the estate to vest. Redfearn on Wills and Administration of Estates in Florida, (3rd Ed.) Vol. 1, Section 149; Williams v. Williams, 152 Fla. 255, 9 So.2d 798; Williams v. Williams, 149 Fla. 454, 6 So.2d 275; Sorrells v. McNally, 89 Fla. 457, 105 So. 106; 57 Am.Jur. 957, Section 1426. The above-stated principles are applicable unless a contrary intention appears from the provisions of the will. It is further provided at common law that if the testamentary gift is to a class, and a member of the class dies before the death of the testator or before the time fixed for the vesting of the estate, his interest goes to the surviving members of the class unless the testator has expressed a contrary intention in his will. Dean v. Crews, 77 Fla. 319, 81 So. 479; Redfearn on Wills and Administration of Estates in Florida, (3rd Ed.) Vol. 1, Section 157.

In the will now under consideration the testamentary gift of the residuary estate, being to the brothers and sisters of the testatrix, was a class gift within the meaning of the applicable law. There are no provisions in the will which could be construed to indicate an intention on the part of the testatrix that her estate should be shared by anyone other than those entitled to take under the applicable provisions of law.

Under the common law, which is in force and effect in Florida unless otherwise changed by statute, it clearly appears that the lineal descendants of the brothers and sisters who predeceased the testatrix are not entitled to share in the residuary estate under the terms and provisions of the will in question.

The common law relating to lapsed or void legacies or devises has been modified by statute in this state (Section 731.20, Florida Statutes, F.S.A.) as follows:

"(1) If a devisee or legatee dies during the lifetime of the testator, the testamentary disposition to such devisee or legatee lapses, unless an intention appears from the will to substitute another in his place; but, when any property is devised or bequeathed to an adopted child or blood kindred of the testator, and when such devisee or *475 legatee dies before the testator, leaving lineal descendants, or is dead at the time the will is executed, leaving lineal descendants who survive the testator, such legacy or devise does not lapse, but such descendants take the property so given by the will in the same manner as the devisee or legatee would have done had he survived the testator."

Unquestionably the foregoing statute applies to testamentary gifts made to named beneficiaries. However in the will now under consideration the brothers and sisters of testatrix were not named therein, but were designated as a class. Our decision must therefore necessarily turn on the question of whether the foregoing statute applies to testamentary gifts made to a class as well as gifts made to named beneficiaries. This question has not been squarely presented to, or passed upon by, our Supreme Court, so we must look to decisions of other jurisdictions as a guide in reaching our conclusion.

Non-lapse statutes such as the one now in effect in Florida have been adopted by most states of this country. A majority of the states have held that a non-lapse statute does not apply to a member of a class who was dead at the time of the execution of the will. Such holding is based upon the common-law principle that a gift to any beneficiary who is dead at the time the will is executed is void, and no question of lapse arises. On the other hand, a majority of the states hold that non-lapse statutes will apply to members of a class who die after the execution of the will, but prior to the death of the testator, or the date on which the estate vests in the class. Such holding is justified on the premise that a lapse of a testamentary gift is thereby prevented, and the gift will pass to those whom the testator would most likely have wished to be substituted for the deceased member of the class. The states which hold to a contrary view justify their position on the basis that a gift to members of a class cannot lapse so long as any member of the class survives the testator, which rule is followed in this jurisdiction. Redfearn on Wills and Administration of Estates in Florida, (3rd Ed.) Vol. 1, Section 157; Arnold v. Wells, 100 Fla. 1470, 131 So. 400. These decisions further reason that there is no more logic in assuming that the testator intended for lineal descendants of deceased members of a class to share in his estate than it is to assume the contrary.

In view of the difference which has arisen in the several jurisdictions of this country as to whether a non-lapse statute such as the one now under consideration should be applied to class gifts as well as to gifts made to named beneficiaries, five states have adopted non-lapse statutes which by clear and unmistakable terms apply to gifts made to a class. Florida has not yet seen fit to adopt such a statute.

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Bluebook (online)
114 So. 2d 473, Counsel Stack Legal Research, https://law.counselstack.com/opinion/drafts-v-drafts-fladistctapp-1959.