First National Bank In Fort Myers v. Hill

194 So. 2d 675, 1967 Fla. App. LEXIS 5276
CourtDistrict Court of Appeal of Florida
DecidedFebruary 1, 1967
DocketNo. 6864
StatusPublished

This text of 194 So. 2d 675 (First National Bank In Fort Myers v. Hill) 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
First National Bank In Fort Myers v. Hill, 194 So. 2d 675, 1967 Fla. App. LEXIS 5276 (Fla. Ct. App. 1967).

Opinion

HOBSON, Judge.

Arthur C. Frizzell died on January 6, 1961. His last will and testament dated February 15, 1960, and a codicil thereto dated July 9, 1960 were duly admitted to probate in the County Judge’s court in and for Charlotte County on January 9, 1961. These instruments contained the following provisions:

1. That portion of the estate “which shall be equal to that to which she would otherwise be entitled if she were to elect to take dower therein” was devised and bequeathed to his surviving spouse, Dorothy Carey Frizzell.

2. The sum of $25,000 was bequeathed to the decedent’s son, Arthur Paul Frizzell, if he survived the decedent, or, if he did not survive, to the son’s wife, Sandra Frizzell.

3. Forty per cent of the residue of the estate was devised and bequeathed, in equal shares, to the following named persons: John P. Frizzell; Lizzie F. Taylor; Lula F. Kennedy; Joyce L. Hind-man; Jack Ray Hindman; William R. Frizzell; Catherine Irving; Annabelle Mathis; and Lemuel B. Standifer.

4. An additional twenty per cent of the residue of the estate was devised and bequeathed, in equal shares, to John P. Frizzell and Lizzie F. Taylor.

5. The remaining forty per cent of the residue of the estate was devised and bequeathed, in trust, for the following pur[676]*676poses: The net income from the trust property was to be paid to the decedent’s son, Arthur Paul Frizzell, for the remainder of his life. Upon the death of Arthur Paul Frizzell, the trust property was to be transferred, in equal shares, “unto the lawful issue of Arthur Paul Frizzell, and in the event of the death of any such issue prior to the death of Arthur Paul Frizzell, to their issue in equal shares, per stirpes.”

6. First National Bank in Fort Myers, a national banking association, was named executor of the will and trustee of the testamentary trust.

At Arthur C. Frizzell’s death, the lawful issue of Arthur Paul Frizzell consisted of his four minor children: Cheryl Lee Frizzell; Steven Paul Frizzell; Alan Claire Frizzell; and Merry Frizzell.

At Arthur C. Frizzell’s death, his immediate family consisted of his surviving spouse, Dorothy Carey Frizzell; his son, Arthur Paul Frizzell; and his adopted daughter, Patti Lee Frizzell. The decedent and his wife, Dorothy Carey Frizzell, filed a petition for the adoption of the infant girl and a final decree of adoption was entered on October 10, 1960.

Neither the last will and testament of the decedent nor the subsequent codicil made any reference to Patti Lee Frizzell. As a result, there was extensive litigation in the lower court to determine whether Patti Lee Frizzell was a pretermitted child within the intent and meaning of Fla.Stat. 731.11, F.S.A. (1963).

In the lower court litigation concerning this matter, Hill and Macfarlane represented the following parties: Arthur Paul Frizzell; Sandra Frizzell; John P. Friz-zell; Lizzie F. Taylor; Lula F. Kennedy; Joyce L. Hindman; Jack Ray Hindman; William R. Frizzell; Catherine Irving; Annabelle Mathis and Lemuel C. Standifer. These parties contended that Pattie Lee Frizzell was not a pretermitted child and petitioned for distribution in accordance with the provisions of the will.

The firm of Wotitzky, Wotitzky & Schoonover represented the executor. The executor petitioned for instructions and for a construction of the will.

Dorothy Carey Frizzell, individually and as guardian of the property of Patti Lee Frizzell, by the firm of Sheppard & Wools-lair, her attorneys, and Patti Lee Frizzell, by her attorney and guardian-ad-litem, Elwood P. Safron, contended that Patti Lee Frizzell was a pretermitted child and entitled to a child’s share of the estate.

No specific representation by an attorney at law was made on behalf of the testamentary trustee nor on behalf of any beneficiary under the trust, except Arthur Paul Frizzell, individually. The First National Bank did not qualify as testamentary trustee until March 21, 1964.

The lower court litigation concerning the application of the pretermitted child statute was terminated by the opinion and order of the lower court dated July 25, 1962.

The opinion and order of the lower court held that Patti Lee Frizzell was a pre-termitted child of the deceased within the intent and meaning of Fla.Stat. 731.11, F.S.A. (1963), and that she was entitled to a child’s share (one-third) of the estate. In re Frizzell’s Will, 20 Fla.Supp. 41 (1962).

Hill and Macfarlane prosecuted an appeal from the order on behalf of the same group of persons whom they had represented in the lower court. The executor, the widow and the pretermitted child were represented in this proceeding, as appellees, by independent counsel. The order of the lower court was affirmed. In re Frizzell’s Estate, Fla.App.1963, 156 So.2d 558.

Hill and Macfarlane, on behalf of the same parties, then petitioned for certiorari to the Supreme Court.

On February 3, 1964, during the pendency of the certiorari proceeding, counsel for tire various parties to the litigation entered into a stipulation on behalf of their [677]*677clients. The stipulation contained the following relevant provisions:

1. It was agreed that a total of $210,000 was to be paid to those persons entitled to receive the residue of the estate according to the provisions of the will in full satisfaction of their rights in the estate by virtue of the will.

2. It was agreed that the sum of $210,000 was to be paid to Patti Lee Frizzell in full satisfaction of her right in the estate by virtue of her status as a pretermitted child.

3. It was agreed that the $25,000 bequest to Arthur Paul Frizzell was to be paid in full.

4. It was agreed that the remainder of the net assets of the estate was to be paid to the widow, Dorothy Carey Frizzell, in full satisfaction of her right in the estate by virtue of the provisions of the will.

The signatories to the stipulation and their respective representations were as follows:

1. Hill and Macfarlane represented the same group of persons whom they had represented in the previous litigation.

2. The firm of Wotitzky, Wotitzky & Schoonover represented the First National Bank as Executor.

3. The firm of Sheppard and Wools-lair represented Dorothy Carey Frizzell, individually, and as parent and guardian of the property of Patti Lee Frizzell.

4. Elwood P. Safron represented himself as guardian-ad-litem of Patti Lee Friz-zell.

By its order of February 14, 1964, the lower court approved, ratified and confirmed the' stipulation. The order directed that the $25,000 bequest to Arthur Paul Frizzell be paid in full forthwith, that the sum of $210,000 be paid to the guardian of the property of Patti Lee Frizzell on further application to and order of the court, and that the sum of $210,000 be paid to the attorneys of record for the residuary leg-1 atees and devisees forthwith, to be distributed to the legatees and devisees on further application to and order of the court.

At the request of all parties to the cause, the certiorari proceeding was dismissed by the Supreme Court on February 28, 1964. Frizzell v. First National Bank in Fort Myers, Fla.1964, 162 So.2d 666.

The distributions to Arthur Paul Friz-zell and Patti Lee Frizzell were made without incident.

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Related

In Re Frizzell's Estate
156 So. 2d 558 (District Court of Appeal of Florida, 1963)
Frizzell v. First National Bank of Fort Myers
162 So. 2d 666 (Supreme Court of Florida, 1964)
Lewis v. Gaillard
69 So. 797 (Supreme Court of Florida, 1915)

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Bluebook (online)
194 So. 2d 675, 1967 Fla. App. LEXIS 5276, Counsel Stack Legal Research, https://law.counselstack.com/opinion/first-national-bank-in-fort-myers-v-hill-fladistctapp-1967.