Phillips v. Hirshon

958 So. 2d 425, 2007 WL 1263475
CourtDistrict Court of Appeal of Florida
DecidedMay 2, 2007
Docket3D05-620, 3D05-619
StatusPublished
Cited by6 cases

This text of 958 So. 2d 425 (Phillips v. Hirshon) 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
Phillips v. Hirshon, 958 So. 2d 425, 2007 WL 1263475 (Fla. Ct. App. 2007).

Opinion

958 So.2d 425 (2007)

Peggy Ann PHILLIPS, et al., Appellants,
v.
Janice HIRSHON, etc., et al., Appellees.

Nos. 3D05-620, 3D05-619.

District Court of Appeal of Florida, Third District.

May 2, 2007.

*426 Ruden, McClosky, Smith, Schuster and Russell and John H. Pelzer and Brigid F. Cech, Fort Lauderdale; King and Lancaster and Kenneth G. Lancaster, Miami, for appellant.

Jay M. Levy, Miami; Golden, Cowan & Toister, for appellee.

Before SHEPHERD, J., and SCHWARTZ and LEVY, Senior Judges.

SHEPHERD, J.

David J. Levine, a minor, through his natural guardian and mother, Peggy Ann Phillips, together with his brother, Joseph A. Levine, appeal identical orders dismissing their petitions to impress a co-operative residential apartment located in Miami-Dade County with the character of protected homestead for purposes of the devise and descent provision of Florida's homestead law, Article X, section 4(c) of the Florida Constitution (2003). That provision prohibits the devise of homestead property where the owner is survived by a spouse or minor child. The Levine brothers urge that because their father occupied the co-operative apartment under a long-term proprietary lease received in conjunction with his purchase of his interest in the co-op, the property is protected homestead property under Florida law. Applying the principle of stare decisis, we affirm the decision of the trial court on authority of In re Estate of Wartels v. Wartels, 357 So.2d 708 (Fla.1978), which expressly holds "that a cooperative apartment may not be considered homestead property for the purpose of subjecting it to Florida Statutes regulating the descent of homestead property." Id. at 711 (construing Article X, section 4(a)(1), Fla. Const.). At the same time, we certify to the Florida Supreme Court as a question of great public importance under Article V, section 3(b)(4) of the Florida Constitution, whether its decision in Wartels has continuing vitality in light of subsequent legislative action. We also find certifiable, direct conflict between our decision today and the decision of the Fourth District Court of Appeal in S. Walls, Inc. v. Stilwell Corp., 810 So.2d 566 (Fla. 5th DCA 2002), which construed the same section of Article X, section 4 of the Florida Constitution upon which the Wartels court relied to deny the benefit of homestead to an heir in the devise and descent context of Article X, section 4(c) to nevertheless afford the benefit of homestead protection from a forced sale under Article X, sections 4(a) and 4(b) of the same constitutional provision.

FACTUAL AND PROCEDURAL BACKGROUND

Robert M. Levine died testate on April 1, 2003, survived by two children, Joseph Levine and David Levine. When Robert died, David was a minor. Robert resided in a penthouse suite in the Island House, a high rise cooperative apartment building in Key Biscayne, Florida. His will, admitted to probate, devised the co-op property as follows: "I give to my lifetime friend, KAREN J. ORLIN, a life estate in my co-op located at 200 Ocean Drive, Apartment PA3, Key Biscayne, Florida."[1]

*427 After their father's death, Joseph and David filed separate petitions to determine homestead. The thrust of their argument to the trial court was that the co-op was homestead property in the hands of their father at the time of his death and therefore not subject to devise by him under Article X, section 4(c) of the Florida Constitution, which declares that "homestead shall not be subject to devise if the owner is survived by a spouse or minor child." The brothers contend that because David was a minor, the bequest under the will fails and the property passes outside of the estate, and therefore, the brothers now share the father's interest in the co-op on an equal basis as a matter of law. Cutler v. Cutler, 32 Fla. L. Weekly D583, D585, ___ So.2d ___, ___, 2007 WL 601866 (Fla. 3d DCA Feb. 28, 2007)(including cases collected)("[I]t is the settled law of this state that upon the death of a decedent, `protected homestead' passes outside the estate.")(internal citation omitted); §§ 732.101(1), 732.103(1), 732.104, Fla. Stat. (2003)("Any part of the estate of a decedent not effectively disposed of by will passes . . . if there is no surviving spouse . . . to the lineal descendants of the decedent . . . per stirpes."). Ms. Orlin's motion to dismiss each petition on the ground that the co-op was not homestead property within the meaning of Article X, section 4 of the Florida Constitution was granted with prejudice. From these orders, the brothers appeal.[2]

ANALYSIS

As the Florida Supreme Court noted in Snyder v. Davis, 699 So.2d 999, 1001-02 (Fla.1997), homestead under Florida law is given meaning in three different contexts: taxation, exemption from forced sale, and devise and descent. See also Cutler, 32 Fla. L. Weekly at D584, ___ So.2d at ___ ("[T]here are three kinds of homestead with one purpose: preserving the family home for its owner and heirs."). The legal parentage for the first benefit accruing to the owner of homestead property — an exemption from taxation — is Article VII, section 6 of the Florida Constitution. The legal parentage of the latter two — forced sale and devise and descent — is Article X, section 4.[3] This section reads, in its entirety:

§ 4. Homestead; exemptions. —
(a) There shall be exempt from forced sale under process of any court, and no judgment, decree or execution shall be a lien thereon, except for the payment of taxes and assessments thereon, obligations contracted for the purchase, improvement or repair thereof, or obligations contracted for house, field or other labor performed on the realty, the following property owned by a natural person:
(1) a homestead, if located outside a municipality, to the extent of one hundred sixty acres of contiguous land and improvements thereon, which shall not be *428 reduced without the owner's consent by reason of subsequent inclusion in a municipality; or if located within a municipality, to the extent of one-half acre of contiguous land, upon which the exemption shall be limited to the residence of the owner or the owner's family;
(2) personal property to the value of one thousand dollars.
(b) These exemptions shall inure to the surviving spouse or heirs of the owner.
(c) The homestead shall not be subject to devise if the owner is survived by spouse or minor child, except the homestead may be devised to the owner's spouse if there be no minor child. The owner of homestead real estate, joined by the spouse if married, may alienate the homestead by mortgage, sale or gift and, if married, may by deed transfer the title to an estate by the entirety with the spouse. If the owner or spouse is incompetent, the method of alienation or encumbrance shall be as provided by law.

Art. X § 4, Fla. Const. (2003). A cursory reading of Article X, section 4 reveals that while the constitutional benefits of the forced sale exemption and devise and descent restriction are voiced in different subsections of Article X, section 4 — compare Article X, § 4(a); (b)(forced sale) with Article X, § 4(c)(devise and descent) — these protections have in common Article X, section 4(a)(1), which defines the physical extent of the benefit if allowable.

It was in reliance upon this common subsection that the Florida Supreme Court thirty years ago in Wartels

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Cite This Page — Counsel Stack

Bluebook (online)
958 So. 2d 425, 2007 WL 1263475, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phillips-v-hirshon-fladistctapp-2007.