In Re Estate of Magee

988 So. 2d 1, 2007 WL 2781131
CourtDistrict Court of Appeal of Florida
DecidedSeptember 26, 2007
Docket2D06-3692
StatusPublished
Cited by2 cases

This text of 988 So. 2d 1 (In Re Estate of Magee) 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 Magee, 988 So. 2d 1, 2007 WL 2781131 (Fla. Ct. App. 2007).

Opinion

988 So.2d 1 (2007)

In re ESTATE OF Robert W. MAGEE, deceased,
Judith Magee, individually and as Trustee of the Robert W. Magee Revocable Trust U/T/D 10/21/94, Appellant,
v.
Edna Magee, Appellee.

No. 2D06-3692.

District Court of Appeal of Florida, Second District.

September 26, 2007.
Rehearing Denied November 30, 2007.

Robert W. Goldman of Goldman Felcoski & Stone, P.A., Naples, for Appellant.

Joseph W. Fleece, III, of Baskin-Fleece, and Ray Peacock of Peacock & Gaffney, Clearwater, for Appellee.

ALTENBERND, Judge.

Judith Magee (Judith) appeals an order entered in a probate proceeding regarding her father, Robert W. Magee, that determines Edna Magee's right as a surviving spouse to an elective share of Mr. Magee's estate. The order expressly declares that Florida's elective share statutes, codified at sections 732.201 to 732.2155, Florida Statutes (2002), are constitutional under the United States and Florida Constitutions. Based upon the record and the arguments presented, we affirm.

Robert and Edna Magee were married on January 2, 1994. At the time, both of them were in their seventies. Thereafter, on October 21, 1994, Mr. Magee executed the Robert W. Magee Revocable Inter Vivos Trust. Mr. Magee was the grantor of the trust and the trustee during his lifetime. According to the terms of the trust, upon Mr. Magee's death, his wife Edna would act as successor trustee if able, and the assets and income of the trust were to be distributed in equal thirds to his wife Edna, his daughter Judith, and to another of Mr. Magee's daughters.[1] Judith was to *2 act as successor trustee in the event Edna was unable to fulfill that role.

For reasons not explained in this record, Mr. Magee amended the trust on December 13, 2001. In the amendment, Mr. Magee removed Edna as a successor trustee and placed Judith in that role. The trust also removed Edna as a beneficiary and instead provided that Judith would receive one-half of the trust assets and income upon Mr. Magee's death, and that two of Mr. Magee's grandchildren would each receive one-fourth of the remaining trust assets and income. Notably, this amendment was made well after substantial revisions were made to Florida's elective share statutes in 1999 and after the date those statutes applied to any decedent. See ch. 99-343, Laws of Fla.; § 732.2155(1), Fla. Stat. (2001) (providing that the amendments to the elective share provisions are effective as of October 1, 1999, but only apply to decedents dying after October 1, 2001). We must therefore assume that the changes Mr. Magee made to his trust with the assistance of counsel were made with knowledge of the changes in the statutes governing elective share then in effect.

Edna Magee and Robert Magee remained married until Mr. Magee died on December 15, 2002. Edna filed a petition for administration of Mr. Magee's estate and a notice of her intent to seek the elective share. Judith was provided formal notice of these proceedings and objected to the election, arguing that the elective share statutes are unconstitutional under the Florida and United States Constitutions. The probate court rejected this assertion and determined that Edna was entitled to an elective share in accordance with the provisions of sections 732.201 to 732.2155. After further proceedings, the probate court entered a final order determining that Edna was entitled to the amount of $560,739.15 as her elective share of Mr. Magee's elective estate and designating how the share would be distributed to Edna.

We reject without further discussion Judith's argument that the probate court erred in the calculation of the elective share. We also reject her assertion that Florida's elective share statutes violate the Due Process Clause of the United States Constitution. Despite the prevalence of elective share statutes and related provisions regarding dower and curtesy throughout the country, Judith has pointed to no case law holding an elective share or similar statute unconstitutional for violating the Due Process Clause of the United States Constitution. Further, we conclude that the amended elective share statutes cannot be said to impair any contractual rights in this case, given that the substantive trust provisions at issue were amended after the effective date of the statutory amendments at a time when Mr. Magee should have been aware or advised of the changes in the law and the implications the amendments would have on his attempts to change the terms of his trust. Judith's argument that the elective share statutes violate article I, section 2 of the Florida Constitution, however, merits some discussion.

Article I, section 2 of the Florida Constitution provides to all persons "the right to enjoy and defend life and liberty, to pursue happiness, to be rewarded for industry, and to acquire, possess and protect property; except that the ownership, inheritance, disposition and possession of real *3 property by aliens ineligible for citizenship may be regulated or prohibited by law."

As noted in Shriners Hospitals for Crippled Children v. Zrillic, 563 So.2d 64 (Fla. 1990), decisions in Florida and in other jurisdictions historically recognized a distinction in the protections to be afforded to property rights versus those afforded to testamentary rights. "The distinction those courts have drawn is that property rights are inalienable rights grounded in natural law, whereas freedom of testation is purely a creation of statute that did not exist at common law." Id. at 67; see also Evin Netzer, Florida Constitutional Law: Demise of the Common Law Distinction Between Testamentary and Property Rights, 43 Fla. L.Rev. 153, 156 (Jan. 1991) ("[C]ourts historically have viewed testamentary rights as emanating from the legislature, and other real property rights as being fundamental.").

In Zrillic, however, the Florida Supreme Court rejected this dichotomy as arising from "long-abandoned feudal notions of property" and concluded that the testamentary disposition of property was "a specifically expressed [Florida] constitutional property right." Zrillic, 563 So.2d at 67-68. The court thus afforded testamentary rights the same constitutional protections normally provided to other real property rights.

The specific question presented in Zrillic was whether Florida's mortmain statute, then codified at section 732.803, Florida Statutes (1985), violated article 1, section 2 of the Florida Constitution by impermissibly infringing on the decedent's testamentary rights. Generally speaking, the mortmain statute provided that a lineal descendant or spouse could set aside or avoid a testamentary devise that a decedent made to a charitable organization shortly before the decedent's death, thus redirecting that devise back into the probate estate, presumably for the benefit of that descendant or spouse. In Zrillic, the decedent, shortly before her death from a lingering illness, had expressly sought to disinherit her "promiscuous" daughter in favor of providing the residue of her estate to the Shriners Hospital for Crippled Children. 563 So.2d at 65-66.

The Florida Supreme Court held that the mortmain statute violated the expressed constitutional right provided by article I, section 2, to "acquire, possess and protect property." Id. at 66-69 (quoting art. I, § 2, Fla. Const.). The court acknowledged that these rights are not absolute.

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Related

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148 So. 3d 776 (District Court of Appeal of Florida, 2013)
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Bluebook (online)
988 So. 2d 1, 2007 WL 2781131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-magee-fladistctapp-2007.