In Re Levy's Estate

196 So. 2d 225
CourtDistrict Court of Appeal of Florida
DecidedMarch 7, 1967
Docket66-422
StatusPublished
Cited by12 cases

This text of 196 So. 2d 225 (In Re Levy's Estate) 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 Levy's Estate, 196 So. 2d 225 (Fla. Ct. App. 1967).

Opinion

196 So.2d 225 (1967)

In re ESTATE of Felix LEVY, a/k/a Felix Jacob Levy, Deceased.
Gilbert LEVY, Appellant,
v.
HEBREW TECHNICAL INSTITUTE, Teacher's Retirement Fund of Hebrew Technical Institute, and Federation for Support of Jewish Philanthropic Societies of New York City, Appellees.

No. 66-422.

District Court of Appeal of Florida. Third District.

March 7, 1967.
Rehearing Denied March 28, 1967.

Kovner, Mannheimer & Creenfield, Horton & Schwartz, Miami, for appellant.

Harry Zukernick, Miami Beach, S. George Berkley, Miami, for appellees.

Before HENDRY, C.J., and CARROLL and BARKDULL, JJ.

CARROLL, Judge.

This is an appeal from an order of the probate court entered on an administrator's *226 petition for determination of beneficiaries. The appellant is the son and sole heir at law and next of kin of the testator. The appellees are three of the six legatees named in the will, the other three legatees having predeceased the testator.

The will was executed August 29, 1930, and the testator died April 15, 1965. The contents of the will, omitting the opening paragraph and the execution clause, are as follows:

"FIRST: — I direct that all my just debts and funeral expenses be paid as soon after my decease as is practicable.
"SECOND: — All the rest, residue and remainder of my estate, both real and personal, of whatsoever kind, nature and description and wheresoever the same may be situated, I direct my Executor hereinafter named to convert the same into personalty in his discretion and to distribute the same as follows:
"Two (2) of such equal shares or parts to Dr. William Lenetska.
"One (1) of such equal shares or parts to Mitchell Frankel.
"Four (4) of such equal shares or parts to Elsie Jacoby.
"One (1) of such equal shares or parts to my Alma Mater, Hebrew Technical Institute of New York.
"One (1) of such equal shares or parts to the Teachers' Retirement Fund of the Hebrew Technical Institute.
"One (1) of such equal shares or parts to the Federation for Support of Jewish Philanthropic Societies of New York City.
"THIRD: — I make no provision in this my Last Will and Testament for my brother, Harry L. Bliss for many reasons which are known to him.
"FOURTH: — I make no provision in this my Last Will and Testament for my sister, Rose Hyman because of the difficulties which arose after my Mother's death and further because of the attitude assumed by my said sister, Rose Hyman in the litigation concerning the stock of The Bliss Laboratories Inc.
"FIFTH: — I make no provision in this my Last Will and Testament for my wife, Gertrude nor for the issue of my marriage. I have not seen my wife for approximately eleven years and have never seen the issue of my marriage.
"SIXTH: — I hereby nominate, constitute and appoint Raymond A. McCourt, Executor of this my Last Will and Testament giving unto him full power to sell, mortgage, lease and dispose of any and all my property, both real and personal, as he may deem for the best interests of my estate.
"I direct and require my Executor to file a bond covering the faithful execution of the provisions of this my Last Will and Testament.
"I direct my Executor to distribute as soon after my death as is practicable all my personal property to the legatees herein mentioned other than the stock in The Bliss Laboratories Inc. which I may hold upon my death.
"I authorize and empower my Executor in the exercise of his discretion to dispose of the stock of The Bliss Laboratories Inc. in a manner which in his opinion is for the best interests of my Estate. I suggest that he secure the advice of the legatees herein so as to guide him in the proper distribution of the stock of The Bliss Laboratories Inc."

The will was admitted to probate and an administrator cum testamento annexo was appointed on January 14, 1966. On the same date letters of administration were issued and the administrator filed a petition for determination of beneficiaries. Citations were issued to interested parties, and responses were filed by the surviving beneficiaries and by Gilbert Levy, son of the decedent.

*227 From the pleadings in the lower court it was made to appear that the testator's wife died in 1961, and that the three individual legatees, William Lenetska, Mitchell Frankel, and Elsie Jacoby, whose legacies aggregated 7/10ths of the estate, predeceased the testator; that none of them was his adopted child or blood kin; and that Gilbert Levy (the appellant) was the testator's heir and next of kin.

In his petition the administrator represented to the probate court that the six legatees were residuary legatees, and that the "persons entitled to the residuary estate" were the three surviving legatees. The position taken by the testator's son in the probate court was that the 7/10ths of the estate represented by the lapsed legacies passed to him as the sole heir and next of kin. The position taken on behalf of the three remaining legatees, each of which was bequeathed a 1/10th share of the estate, was that the shares of the three legatees who predeceased the testator should be added ratably to their legacies.

Following hearing on the petition the probate court entered an order finding that the six legatees were "named in the residuary clause," and that to permit the testator's son to take the lapsed legacies by intestacy would "do violence to the Testator's intent and testamentary plan to permit any portion of his estate to descend to his son whom he had specifically disinherited, rather than to the remaining residuary beneficiaries whom he had specifically selected as the objects of his beneficence." Thereupon the probate court held that by virtue of § 731.20 Fla. Stat., F.S.A., relating to lapsed legacies, the shares of the three legatees who had died during the lifetime of the testator (comprising 7/10ths of the estate) should pass ratably to the three other named legatees. In so holding the probate court was in error, and we reverse.

The first question presented on this appeal is whether paragraph "Second" of the will (which contained the six legacies by which the testator disposed of his entire distributable estate) was a residuary clause. Stated differently, that question is whether the six legacies contained in paragraph "Second" of the will were residuary legacies.

The appellees make two arguments in support of their contention that all the legacies were residuary legacies. The first is that paragraph "Second" must be regarded as a residuary disposition because the testator used the words "all the rest, residue and remainder of my estate" in making a disposition by and through that paragraph. Appellees' second argument is that where legacies in a will dispose of all of the distributable property of the testator, the legatees must be considered as residuary legatees.

We find no merit in either of those arguments.

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Bluebook (online)
196 So. 2d 225, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-levys-estate-fladistctapp-1967.