In Re Estate of McGahee

550 So. 2d 83, 1989 WL 109523
CourtDistrict Court of Appeal of Florida
DecidedSeptember 21, 1989
Docket88-1471
StatusPublished
Cited by8 cases

This text of 550 So. 2d 83 (In Re Estate of McGahee) 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 McGahee, 550 So. 2d 83, 1989 WL 109523 (Fla. Ct. App. 1989).

Opinion

550 So.2d 83 (1989)

In re ESTATE OF Francis M. McGAHEE.
Barbara Lea PERRY, Marilyn Irene Cozart, and Francis Martin McGahee, Jr., Individually, Appellants,
v.
Beverly McGahee NEESMITH, As Personal Representative of the Estate of Francis M. McGahee, Deceased, and Beverly McGahee Neesmith, Francis McGahee Hall, Barbara McGahee Buchanan, Sharon D. McGahee, and Andrew Murray Bell, Individually, Appellees.

No. 88-1471.

District Court of Appeal of Florida, First District.

September 21, 1989.
Rehearings Denied November 7, 1989.

*84 James M. McLean and Donald C. Wright, Jacksonville, for appellants.

John S. Winkler, P.A., Victor Buttner, and Frederic Buttner, Jacksonville, for appellees.

ZEHMER, Judge.

This appeal is taken from a final order concluding that decedent's will of September 21, 1977 revoked all prior wills and caused the estate to pass by intestacy. Appellants contend that the court below misconstrued and misapplied section 732.512, Florida Statutes (1987), authorizing incorporation of a writing by reference in the will. We reverse.

Decedent, Francis M. McGahee, and his second wife died in a helicopter crash in Pasco County, Florida on December 9, 1986. Shortly thereafter a document, consisting of four sheets of paper (consisting of five pages) clipped together and placed in an envelope, was found in a desk in decedent's office located in his home. The document was admitted to probate as decedent's will by order of December 31, 1986. The name of the person whom decedent had designated by the will as his executor was written on the outside of the envelope.

The fourth and fifth pages of the document, a holograph written on both sides of decedent's professional letterhead stationery, purported to bequeath one-half of decedent's estate to his second and thenpresent wife and one half of the estate to his three children by that wife.[1] It also purported to devise one dollar to Andrew Murray Bell, who was named as decedent's son in a court trial held June 2-3, 1969, and expressly excluded Bell from any further participation in decedent's estate. Written by decedent's hand across the top of this page is the date June 7, 1969.[2]

The first page of the document consisted of a form will entitled "Last Will and Testament" and filled in by decedent as follows:[3]

In the name of God, Amen. I, Francis M. McGahee of the City of Orange Park, Fla., County of Clay, State of Florida, being of sound and disposing mind and memory, and not acting under duress, menace, fraud, or the undue influence of any person whomsoever, do hereby make, publish and declare this to be my last will and testament and revoke all other wills previously made by me.
First,
attached dated June 7, 1969 Reconfirmed May 23, 1975 Reconfirmed May 11, 1977 Reconfirmed Aug. 30, 1980.
Lastly, I hereby nominate and appoint Richard W. Gordon as Executor of this will.
In Witness Whereof, I have hereunto set my hand this 21st day of Sept., 1977, at Orange Park, Fla.
Francis M. McGahee, D.D.S.
Signed, sealed, published and declared to be the Last Will and Testament of Francis M. McGahee, the test... . above named, in our presence, and at his request, and in his presence, and in the presence of each other, have hereunto *85 subscribed our names as witnesses this 21st day of Sept. 1977.
Theodore A. Haeussner D.M.S. residing at 2255 Gabriel
signature of witness Dr. O.P.
Janice Johnson residing at 1725 Gumtree Dr. O.P.
signature of witness
Diane Vance residing at 2772 Holly Ridge Dr. O.P.
signature of witness
Mae P. Bell Mae P. Bell, Notary Public
[notary stamp]

Some three months after the will was probated, decedent's children by his first wife filed an objection to the validity of the will, asking the court to invalidate and revoke the "series of documents purporting to be a Will" and to order the residuary estate to pass as though decedent had died intestate.[4] At trial, these petitioners stipulated to the validity of page one of the document as the decedent's will and challenged only the remaining attached pages.[5]

Andrew Murray Bell, also a petitioner below and appellee here, asked the probate court to revoke the document admitted to probate as decedent's will, or in the alternative to construe it so as to allow all of decedent's property to pass by intestate succession.

At the hearing on the petitions, after stipulating that page one of the probated document is a valid will, the parties litigated the issue of whether the writing dated June 7, 1969, which was attached by paper clip and enclosed in the same envelope, was incorporated by reference in the will on page one in accordance with the requirements of law. The appealed order held it was not.

By statute Florida law allows a writing to be incorporated by reference into a will if (1) the writing is in existence at the time the will is executed, (2) the language of the will manifests an intent to incorporate by reference, and (3) the language of the will describes the writing sufficiently to permit its identification.[6] There was no question that the writings bearing dates prior to September 21, 1977, were in existence on that date, so the first requirement has been met. In determining that the second and third statutory criteria were not met, however, the court below gave the statute an impermissibly strict construction.

The primary goal of the law of wills, and the polestar guiding the rules of will construction, is to effectuate the manifest intention of the testator. In re Estate of Lenahan, 511 So.2d 365 (Fla. 1st DCA 1987), Marshall v. Hewett, 156 Fla. 645, 24 So.2d 1 (1945). Section 732.512 is clearly written with that goal in mind.

The statute's second criterion — that the language of the whole will, taken in its entirety, must make plain an intention to incorporate the writing specified — requires an assessment of the entire document. In *86 re Estate of Mullin, 133 So.2d 468 (Fla. 2d DCA 1961). Thus proceeding, we find a printed form document with an opening, pre-printed paragraph revoking all other wills previously made. The second paragraph opens "First," followed by a blank space of approximately one-third of the page, the ostensible purpose of which is to make a testamentary disposition of decedent's estate. The third paragraph carries language for the nomination and appointment of an executor, and the final paragraphs contain language concerning the testator's signature, execution and witnessing.

There is no basis on the evidence before us to conclude that the testator intended to follow any organization of the dispository scheme in his will other than that of the form on which he chose to write his will. Nor is there any evidentiary basis to conclude that the testator intended to write a will merely to allow his estate to pass by intestacy, In re Estate of Mullin, 133 So.2d 468[7]; or merely to appoint an executor, In Re The Estate of Baer, 446 So.2d 1128 (Fla. 4th DCA 1984).[8]

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Cite This Page — Counsel Stack

Bluebook (online)
550 So. 2d 83, 1989 WL 109523, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-mcgahee-fladistctapp-1989.