In Re Estate of Howard

542 So. 2d 395, 1989 WL 35284
CourtDistrict Court of Appeal of Florida
DecidedApril 7, 1989
Docket87-1090
StatusPublished
Cited by4 cases

This text of 542 So. 2d 395 (In Re Estate of Howard) 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
In Re Estate of Howard, 542 So. 2d 395, 1989 WL 35284 (Fla. Ct. App. 1989).

Opinion

542 So.2d 395 (1989)

In re ESTATE OF William A. HOWARD, Deceased.
Peggy Mixon HOWARD, Appellant,
v.
Thomas M. BAUMER, Personal Representative of the Estate of William A. Howard, Deceased, William G. Howard, Barbara Howard Highsmith, Brenda Howard Wilbanks and Tala Howard Reynolds, Appellees.

No. 87-1090.

District Court of Appeal of Florida, First District.

April 7, 1989.

Joel S. Perwin of Podhurst, Orseck, Parks, Josefberg, Eaton, Meadow & Olin, P.A., Miami, and Robert J. Beckham of Beckham, McAliley & Schulz, P.A., Jacksonville, for appellant.

Dana G. Bradford II of Gallagher, Baumer, Mikals, Bradford, Cannon & Walters, P.A., Jacksonville, for appellee, Thomas M. Baumer.

Aaron K. Bowden and Walter G. Arnold of Arnold & Stratford, P.A., Jacksonville, for appellees William G. Howard, Barbara Howard Highsmith, Brenda Howard Wilbanks and Tala Howard Reynolds.

NIMMONS, Judge.

The sole issue presented for our review on this appeal is whether the probate court erred in striking appellant's demand for a jury trial in a probate adversary proceeding arising out of a petition to determine beneficiaries which sought to disqualify a murdering spouse under Section 732.802, Florida Statutes (1985). We affirm.

In November 1985, William A. Howard was murdered. His wife, appellant Peggy Mixon Howard, was indicted for his murder and thereafter acquitted by a jury. In June 1986, William Howard's personal representative, appellee Thomas M. Baumer, filed a petition to determine beneficiaries, in which he asserted that, notwithstanding her acquittal in the criminal prosecution, Peggy Howard had in fact stabbed her husband to death. The petition sought an order determining whether Peggy Howard had unlawfully and intentionally killed her husband thus disqualifying her under Section 732.802, Florida Statutes, from benefiting from his death.

Section 732.802, Florida Statutes (1985) provides in relevant part:

(1) A surviving person who unlawfully and intentionally kills or participates in procuring the death of the decedent is not entitled to any benefits under the will or under the Florida Probate Code, and the estate of the decedent passes as if the killer had predeceased the decedent. Property appointed by the will of the *396 decedent to or for the benefit of the killer passes as if the killer had predeceased the decedent.
(2) Any joint tenant who unlawfully and intentionally kills another joint tenant thereby effects a severance of the interest of the decedent so that the share of the decedent passes as the decedent's property and the killer has no rights by survivorship. This provision applies to joint tenancies with right of survivorship and tenancies by the entirety in real and personal property; joint and multiple-party accounts in banks, savings and loan associations, credit unions, and other institutions; and any other form of coownership with survivorship incidents.
(3) A named beneficiary of a bond, life insurance policy, or other contractual arrangement who unlawfully and intentionally kills the principal obligee or the person upon whose life the policy is issued is not entitled to any benefit under the bond, policy, or other contractual arrangement; and it becomes payable as though the killer had predeceased the decedent.
* * * * * *
(5) A final judgment of conviction of murder in any degree is conclusive for purposes of this section. In the absence of a conviction of murder in any degree, the court may determine by the greater weight of the evidence whether the killing was unlawful and intentional for purposes of this section.

In her answer to the petition, Peggy Howard moved to strike that portion of the petition in which the personal representative claimed that the widow was not entitled to payment as a beneficiary under any of the decedent's insurance policies, asserting that the probate proceeding was not the proper forum for resolution of the distribution of the insurance proceeds; other litigation had been commenced prior to the filing of the petition to resolve the insurance issues.[1] Also in her answer Mrs. Howard demanded a jury trial on all issues triable as of right by a jury. The trial court denied Mrs. Howard's motion to strike and pursuant to a motion filed by the personal representative, struck the widow's demand for a jury trial.

Following a bench trial, the trial court entered final judgment in favor of the personal representative, concluding that clear and convincing evidence established that Mrs. Howard had unlawfully and intentionally killed her husband. Accordingly, the court held that Mrs. Howard was barred by Section 732.802 from receiving any benefits under the will or Florida Probate Code; had no rights of survivorship in properties owned as tenants by the entireties by decedent and widow; could not claim the marital home pursuant to the terms of a trust agreement; was not entitled to payment as a beneficiary under any insurance policies *397 on decedent's life; was not entitled to receive any sums paid by decedent's former employer, such as retirement or deferred compensation benefits; and was not entitled to any benefits pursuant to the prenuptial agreement between decedent and the widow.

Contrary to appellant's assertions, the probate court did not err in striking Mrs. Howard's demand for a jury trial in the probate adversary proceeding below. There exists no constitutional right to a jury trial in a probate adversary proceeding brought pursuant to Section 732.802, Florida Statutes. Section 732.802, commonly known as the "Probate Murder Statute" originated in the 1933 Florida Probate Code. From its inception, the statute has provided a remedy by which a person who murders the decedent is prevented from taking any benefits from the decedent's estate. The means by which relief is sought under the statute is typically via a petition to determine beneficiaries filed in probate court. Section 733.105, Florida Statutes.

Historically, matters which lie within the jurisdiction of the probate court for determination are not subject to the constitutionally protected right to a jury trial. Article I, § 22, of the Florida Constitution preserves the right to trial by jury as to proceedings in which such a right existed in 1845, when Florida's first constitution became effective. In In Re Forfeiture of 1978 Chevrolet Van, 493 So.2d 433 (Fla. 1986), the Florida Supreme Court explained that a matter must have its origins in common law, in a context where a jury trial had been preserved prior to the enactment of the Florida Constitution, for the right of jury trial to attach:

Article I, section 22 of the Florida Constitution (1968), provides in part: "The right of trial by jury shall be secured to all and remain inviolate." Our first constitution of 1838, which became effective upon Florida's admittance to the Union in 1845, and all subsequent constitutions have contained similar provisions. This provision guarantees the right to trial by jury in those cases in which the right was enjoyed at the time this state's first constitution became effective in 1845. (e.s.)

493 So.2d at 434. See also Hathorne v. Panama Park Co., 44 Fla. 194, 32 So. 812 (1902).

In Lavey v. Doig, 25 Fla. 611, 6 So.

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Cite This Page — Counsel Stack

Bluebook (online)
542 So. 2d 395, 1989 WL 35284, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-howard-fladistctapp-1989.