Georges M. Delbrouck v. Maria Eberling, as Personal Representative of the Estate of Leon G. Delbrouck, Aime Guy Delbrouck and Claude Delbrouck

177 So. 3d 66, 2015 Fla. App. LEXIS 15247, 2015 WL 5948724
CourtDistrict Court of Appeal of Florida
DecidedOctober 14, 2015
Docket4D15-135
StatusPublished
Cited by1 cases

This text of 177 So. 3d 66 (Georges M. Delbrouck v. Maria Eberling, as Personal Representative of the Estate of Leon G. Delbrouck, Aime Guy Delbrouck and Claude Delbrouck) 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
Georges M. Delbrouck v. Maria Eberling, as Personal Representative of the Estate of Leon G. Delbrouck, Aime Guy Delbrouck and Claude Delbrouck, 177 So. 3d 66, 2015 Fla. App. LEXIS 15247, 2015 WL 5948724 (Fla. Ct. App. 2015).

Opinion

PER CURIAM.

Georges Delbrouck (the appellant), a beneficiary of the estate of his father (the decedent), appeals a non-final order granting in part the motion of the personal representative (PR) to compel surrender of real property. We reverse and remand for an evidentiary hearing.

The decedent’s will left his property equally to his three sons. At the time of the decedent’s death, the appellant occupied several parcels of real property that were titled in the decedent’s name, including a residence and an automotive repair and sales business. In the appellant’s statement of claim filed against the estate, *68 he alleged he and the decedent had operated the business together since 1977, and he continued to operate it after the decedent retired. He claimed a constructive trust in those properties (as well as in other assets). When the PR denied the claim, the appellant filed an independent action to impose a constructive trust, which remains pending.

Thereafter, the PR moved to compel the appellant to surrender to her the real properties titled in the decedent’s name and to cease any business activities on the properties. She alleged he was operating an unlicensed business. Her motion was set for hearing on. the judge’s motion calendar. The appellant then moved the court to authorize occupancy by the beneficiaries. He cited section 733.607(1), Florida Statutes (2014), which provides in part, “[A]ny real property or tangible personal property may be left with, or surrendered to, the person presumptively entitled to it unless possession of the property by the personal representative will be necessary for purposes of administration.” He asked to continue to occupy the disputed properties pending his constructive trust action. He alleged one of his brothers occupied a condominium and the other occupied a warehouse, both titled in the decedent’s name, and suggested charging the fair rental value of each occupied property against the appropriate beneficiary’s future distributions. His motion was heard at the same time as the PR’s motion to compel surrender of property.

Two non-evidentiary hearings were held on the motions, during which the appellant promptly asked that the matter be set for an evidentiary hearing. After the second hearing, the trial court granted in part the PR’s motion to surrender real property. It directed the appellant immediately to turn over possession of all real property titled in the decedent, including the personal property within, except that he was not required to vacate the real property where he was residing and the PR initially was not to interfere with the appellant’s auto repair business. The appellant was enjoined from transferring any of the decedent’s personal or business assets, other than customer assets. The order was temporarily stayed until an evidentiary hearing was held on the appellant’s motion seeking a stay during the appeal which the appellant intended to file. After the evi-dentiary hearing, a stay during the appeal was denied, and the appellant was directed to turn over possession of all real property titled in the decedent to the PR. 1 This appeal followed.

Our review is de novo because the trial court took no evidence. See Colucci v. Kar Kare Auto. Grp., Inc., 918 So.2d 431, 436 (Fla. 4th DCA 2006) (“To the extent the trial court’s order is based on factual findings, we will not reverse unless the trial court abused its discretion; however, any legal conclusions are subject to de novo review.”).

We conclude that the trial court erred in ousting the appellant from possession and enjoining his business activities without first hearing any evidence. , See Lebioda v. Gastroenterology Grp., 544 So.2d 242 (Fla. 5th DCA 1989) (reversing order granting preliminary injunction where appellant was denied due process by not being allowed to present all his witnesses).

The PR relies on section 733.607(1), Florida Statutes (2014), which provides as follows:

*69 (1) Except as otherwise provided by a decedent’s will, every personal representative has a right to, and shall take possession or control of, the decedent’s property, except the protected homestead, but any real property or tangible personal property may be left with, or surrendered to, the person presumptively entitled to it unless possession of the property by the personal representative will be necessary for purposes of administration. The request by a personal representative for delivery of any property possessed by a beneficiary is conclusive evidence that the possession of the property by the personal representative is necessary for the purposes of administration, in any action against the beneficiary for possession of it. The personal representative shall take all steps reasonably necessary for the management, protection, and preservation of the estate until distribution and may maintain an action to recover possession of property or to determine the title to it.

(emphasis added). The emphasized language establishes that a PR’s need for the property requested for administration of the estate cannot be contested. We do not construe the statute to mean a personal representative’s right to possession or ownership after a decedent’s death cannot be contested in a probate proceeding. The very fact that the statute speaks of “conclusive evidence” implies that an evidentia-ry hearing may be required when the right to possession of a decedent’s property is genuinely disputed. If ownership of an asset can be contested during probate, it cannot be the case that a personal representative’s assertion of the right to possession can never be challenged. 2

Swartz v. Russell, 481 So.2d 64 (Fla. 3d DCA 1985), is instructive. In Swartz, a decedent’s children and spouse were disputing ownership and possession of real property used in a restaurant business. Id. at 64-65. Because of the conflict and disputes, the administrator ad litem of the estate appointed by the court sought authorization to take possession of all real property, including the restaurant. Id. at 65. One of the sons objected, because he claimed that he had an oral agreement to purchase the business and property from his brother and mother, and he had an oral lease on the property. Id. The trial court ordered the administrator to take possession after a non-evidentiary hearing in which the court concluded that there were no factual issues as to the administrator’s right of possession. Id. The appellate court reversed, concluding that because there were factual disputes as to whether the oral agreements had been partially performed, and thus were enforceable, the probate court erred in ordering that the administrator take possession without affording an evidentiary hearing on the factual issues which would determine the right of possession. Id. at 66.

We agree with the appellant that section 733.607 does not eliminate the need to take evidence where a colorable factual issue exists over the right to possession of property, even if titled in the name of the decedent. 3 See id.; see also Buchanan v. Sullivan, 620 So.2d 1301, 1302 (Fla.

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Cite This Page — Counsel Stack

Bluebook (online)
177 So. 3d 66, 2015 Fla. App. LEXIS 15247, 2015 WL 5948724, Counsel Stack Legal Research, https://law.counselstack.com/opinion/georges-m-delbrouck-v-maria-eberling-as-personal-representative-of-the-fladistctapp-2015.