In Re Estate of Pratt

88 So. 2d 499
CourtSupreme Court of Florida
DecidedMarch 2, 1956
StatusPublished
Cited by22 cases

This text of 88 So. 2d 499 (In Re Estate of Pratt) is published on Counsel Stack Legal Research, covering Supreme Court 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 Pratt, 88 So. 2d 499 (Fla. 1956).

Opinion

88 So.2d 499 (1956)

In re Estate of Charles H. PRATT, Deceased.
CHILDREN'S HOME SOCIETY OF FLORIDA, the Berkshire Industrial Farm, the New York Infirmary for Women and Children, the Seaman's Church Institute and the Tuskegee State Normal and Industrial Institute, Appellants,
v.
Helen Aubrey PRATT, Drusilla Pratt Gjoerloff, Martha Pratt Shermund, Robert Hyde Pratt, by and through his next friend and natural guardian, Helen Aubrey Pratt and W.E. Winderweedle, Appellees.

Supreme Court of Florida, Special Division A.

March 2, 1956.
Rehearing Denied July 16, 1956.

*500 G.W. Botts, Jacksonville, J.R. Spector, New York City, and Fleming, Jones, Scott & Botts, Jacksonville, for appellants.

J. Thomas Gurney, Orlando, for appellees.

HOBSON, Justice.

Charles H. Pratt departed this life on September 8, 1953, leaving a will executed three days before his death. The will commenced with a conventional revocation clause "hereby expressly revoking all other Wills and Codicils by me at any time made" and gave certain directions pertaining to funeral expenses, costs of administration and taxes. Under Item III of the will, the rest, residue and remainder of the property was to be divided into three equal portions and disposed of as prescribed in subdivisions A, B, and C of Item III. Under A, the first equal third portion of the residuary estate was bequeathed to the widow absolutely. Under B, another equal third was bequeathed to the testator's three children, share and share alike. Under C, the third equal portion was to be devoted first to certain minor specific legacies, and the balance as follows:

"The balance of said third portion of my residuary estate remaining after the payments of the said legacies, I give, devise and bequeath absolutely and forever in equal shares to the following:
"New York Infirmary for Women and Children, of New York City.
"Tuskegee State Normal and Industrial Institute of Tuskegee, Alabama.
"Berkshire Industrial Farm of Canaan, Columbia County, New York.
"Seamens Church Institute of New York, located at 25 South Street, New York City, N.Y.
"The Children's Home Society of Florida, Jacksonville, Florida."

This will was admitted to probate. Thereafter, the widow and three children of the testator petitioned the County Judge's Court, praying that gifts to the charitable corporations named in the will be avoided under F.S. Sec. 731.19, F.S.A., which provides that a will making charitable bequests shall be invalid as to such bequests unless it was duly executed at least six months before the testator's death.

The charitable corporations defended upon the ground that the testator, by a will validly executed more than six months before his death, had made the same charitable bequests; that by the probated will he had merely reiterated a dispositive scheme conceived more than six months before his death; and that under these circumstances F.S. Sec. 731.19, F.S.A. could not be invoked to invalidate the gifts to the charities. The charities also sought to compel the attorney for the executor to produce the earlier will. On motion, the defenses were stricken and the attorney for the executor was held not required to produce the prior will. The County Judge declared the charitable bequests void and ordered that the portion of the estate which was the subject of the invalid bequests be distributed as intestate property.

This judgment was appealed to the Circuit Court, by which it was affirmed, and *501 the charitable corporations now appeal to this court. Appellees are the widow and children of the testator and the attorney for the executor.

F.S. Sec. 731.19, F.S.A. so far as it is applicable here, reads as follows:

"If a testator dies leaving issue of his body, or an adopted child, or the lineal descendants of either, or a spouse, and if the will of such testator devises or bequeaths the estate of such testator, or any part thereof, to a benevolent, charitable, literary, scientific, religious or missionary institution, corporation or association or purpose, * * * such will as to such devise or bequest shall be invalid unless it was duly executed at least six months prior to the death of the testator."

We had occasion to construe this statute in Taylor v. Payne, 154 Fla. 359, 17 So.2d 615, 618, 154 A.L.R. 677. There we said that the purpose of the statute is "to prevent testators who may be laboring under the apprehension of impending death from disposing of their estates to the exclusion of those who are, or should be, the natural objects of the testator's bounty." We also held that the statute must be so construed as to secure full protection to the shielded class, at the same time giving as much effect as possible to the intention of the testator insofar as it is not inconsistent with some settled rule of law or public policy. Thus the statute is to be neither strictly nor narrowly construed. But its plain language, from which we cannot deviate, is broad enough to encompass many cases where a testator, by no means in extremis or even contemplating death, makes a charitable bequest and dies shortly thereafter. The statutory coverage is much more comprehensive than its apparent purpose would warrant, but the restriction of its scope is a problem for the legislature.

In the case before us, it is obvious that since the statutory prohibition has been raised by the testator's widow and children it operates to avoid the charitable gifts under the will from which we have quoted, and the courts below properly so held. The controlling question is whether the charitable bequests allegedly made in the earlier will should have been revived under the doctrine of "dependent relative revocation", as appellants have vigorously contended thoughout this litigation. The application of this doctrine would give rise to the rebuttable presumption that the testator would have preferred to revive his earlier charitable bequests rather than let the property go by intestacy.

The doctrine of dependent relative revocation becomes less abstruse and more comprehensible under other names. In the most celebrated article on the subject, Warren, Dependent Relative Revocation, 33 Harv.L.R. 337, the author suggests "revocation under a mistake". Thus if the testator by codicil, revokes a portion of a prior testamentary instrument and makes a substituted disposition under a mistake of fact or of law with the result that the later disposition is invalid, the prior disposition is revived on the theory that had the testator not been mistaken in his belief he would not have revoked the original gift. As explained by the Supreme Court of Iowa in Blackford v. Anderson, 226 Iowa 1138, 286 N.W. 735, 746:

"The basis for the doctrine of dependent relative revocation, or conditional or mistaken revocation, as it is sometimes called, is that there was never any revocation of the earlier instrument, or real intention to revoke, because of a mental misconception of the effect of his act, on account of mistake, or ignorance, or some other error."

The doctrine is called "conditional revocation" upon the theory that the testator has revoked the former gift only on condition that the later gift will be operative. Atkinson on Wills, 2d Ed., pp. 452-463.

In Stewart v. Johnson, 142 Fla. 425, 194 So. 869, we applied the doctrine to give effect to a prior will when a later will, containing an express revocation clause, failed for lack of sufficient witnesses. The

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