In re Sackett

171 So. 2d 906
CourtDistrict Court of Appeal of Florida
DecidedFebruary 23, 1965
DocketNo. F-476
StatusPublished
Cited by7 cases

This text of 171 So. 2d 906 (In re Sackett) 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 Sackett, 171 So. 2d 906 (Fla. Ct. App. 1965).

Opinion

WIGGINTON, Judge.

This appeal is from an order entered by the County Judge of Volusia County, in probate, revoking and setting aside an order of final discharge previously entered in the estate proceedings, appointing an administrator de bonis non with will annexed, and ordering the former executor of the estate to stand by and do and abide whatsoever the probate court or any other court having jurisdiction of the cause may lawfully consider. The attack made by appellant upon the foregoing provisions of the order here assaulted will be discussed under the several points presented by the appeal.

Appellant, while an attorney engaged in the active practice of law in Volusia County, was named as executor of the will of Gertrude K. Sackett, now deceased. After the demise of decedent, appellant qualified and was appointed executor of her will. Appel-lee, Helene Fowler, was named in the decedent’s will as sole residuary legatee. The estate was fully administered, the assets duly distributed, and a final order rendered on March 26, 1964, discharging appellant as executor of the estate.

On June 16, 1964, appellee filed in the cause a sworn petition alleging in substance that at the time of her death the decedent, Gertrude K. Sackett, owned and maintained in the First Atlantic National Bank of Day-tona Beach an account in excess of five [908]*908thousand dollars against which appellant had been given authority to make withdrawals as agent and employee of the decedent, but not as joint or co-owner; that following decedent’s death appellant withdrew all the funds from this account, and removed from decedent’s home certain items of furniture and other personal property, all of which he appropriated to his own use and failed to include as part of the assets of the estate. The petition prays that an order be entered by the court reopening the estate for further administration, and requiring appellant to file an inventory of the bank account and personal property illegally and unlawfully appropriated by him, and to make an accounting of these assets as part of the corpus of the estate.

Based upon the foregoing petition the county judge issued a rule nisi directing appellant to show cause on a specified date and hour why the prayer of the petition should not be granted; directing appellant to produce before the court on the return date of the rule certain described documents relating to the bank account described in the petition, and to show cause why the questioned bank account was not included in the original inventory of the estate for tax and informational purposes and why appellant should not be adjudged in contempt of the court for his failure to properly account for the items of property forming the subject matter of the petition.

On the return date of the rule, appellant appeared before the court in proper person and filed his sworn written return in which he alleges in substance that the bank account described in the petition filed by appellee was, at the request of the decedent, opened as a joint and survivor account in the names of both decedent and appellant, which fact was well known to appellee during the lifetime of the decedent and at all times during which the estate was in the process of administration; that upon the death of decedent the bank account was lawfully claimed by appellant, which fact was also well known to appellee long prior to the time the estate was fully administered and appellant discharged as executor thereof. With regard to the items of personal property alleged to have been unlawfully and illegally appropriated by appellant, the return alleges that this property was purchased by appellant from the decedent during the latter’s lifetime when she sold her home and most of the furnishings located therein to a third party, all of which facts were at that time well known to appellee. Appellant supports the allegations of his return with affidavits of several persons who were personally acquainted with the decedent and with appel-lee, and whose statements corroborate in most respects the allegations of appellant’s answer.

The order appealed recites that the cause came on to be heard before the court on the return date fixed in the rule nisi, at which time appellant appeared before the court in person and filed his answer to the rule stating that he would be represented by an independent attorney employed by him, which attorney was on that date engaged in the trial of a cause and unable to be present, wherefore, appellant requested that the cause be continued. The order further recites that upon consideration of the pleadings and exhibits it appears that appellant’s answer to the rule nisi has raised issues which probably the probate court may not have jurisdiction to try, and that some other forum may have jurisdiction of the issues, although the probate court does have jurisdiction under F.S. Section 734.26, F.S.A., to appoint a personal representative so that he may proceed to administer other property of the estate alleged to have been discovered, or for any other cause that furthers the administration of the estate. Based upon these findings and conclusions the order proceeds to revoke and set aside the order of final discharge previously entered by the court on March 26, 1964, and to appoint Walter A, Shelley, a member of the Volusia County Bar, as administrator C.T.A., D.B.N., and directing him to take such action in the proper court as may seem appropriate. It was further ordered that appellant shall stand by and do [909]*909and abide whatsoever the probate court or any other court having jurisdiction of said cause may lawfully consider.

Appellant first contends that the county judge erred in vacating and setting aside the order of final discharge previously entered in the estate without first holding a hearing and giving appellant an opportunity to introduce evidence in opposition to the allegations of the petition filed by appellee on which the rule nisi was issued. F.S. Section 734.26, F.S.A., under which the county judge purported to act, provides as follows:

“ * * * The final settlement of an estate and the discharge of the personal representative shall not prevent a revocation of the order of discharge or the subsequent issuance of letters testamentary or of administration if other property of the estate is discovered or if it becomes necessary or proper for any cause that further administration of the estate be had.”

From the petition filed by appellee, and the return to the rule nisi filed by appellant, it appears without conflict that at the time of decedent’s death there existed an account in excess of five thousand dollars on deposit in the First Atlantic National Bank of Daytona Beach, which account had been created by funds of the decedent and from which both decedent and appellant had authority to make withdrawals. It further appears without dispute that the funds comprising this account were not included in the inventory of the estate, nor in the assets of the estate subject to distribution under the terms and provisions of decedent’s will. The issue raised by the pleadings is whether the •account was owned by decedent at the time of her death and should properly have been included in the inventory as part of the assets of her estate, or whether a gift of the account had been made by decedent to appellant during the former’s lifetime under ■circumstances which vested title to the account in appellant at the time of decedent’s death.

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Bluebook (online)
171 So. 2d 906, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-sackett-fladistctapp-1965.