Ramsey Frank v. Peter John Conlan

CourtDistrict Court of Appeal of Florida
DecidedApril 1, 2026
Docket4D2024-2423
StatusPublished

This text of Ramsey Frank v. Peter John Conlan (Ramsey Frank v. Peter John Conlan) 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
Ramsey Frank v. Peter John Conlan, (Fla. Ct. App. 2026).

Opinion

DISTRICT COURT OF APPEAL OF THE STATE OF FLORIDA FOURTH DISTRICT

RAMSEY C. FRANK, Appellant,

v.

PETER JOHN CONLAN, in his individual capacity and as personal representative of the ESTATE OF SUZANNE FRANK, JOHN CONLAN III, and JANICE BYRNE, Appellees.

Nos. 4D2024-1876 and 4D2024-2423

[April 1, 2026]

Consolidated appeals from the Circuit Court for the Fifteenth Judicial Circuit, Palm Beach County; Charles E. Burton, Judge; L.T. Case No. 502022CP006727XXXXNB.

Bill Boyes of Boyes, Farina, Matwiczyk, Palm Beach Gardens, and Matthew Sarelson and Zachary Stoner of Dhillon Law Group, Inc., West Palm Beach, for appellant.

Rebecca Mercier Vargas and Stephanie L. Serafin of Kreusler-Walsh, Vargas & Serafin, P.A., Palm Beach Gardens, and Theodore S. Kypreos and Alexander L. Brams of Jones Foster P.A., West Palm Beach, for appellees Peter John Conlan, individually, John Conlan III, and Janice Byrne.

Nichole J. Segal of Burlington & Rockenbach, P.A., West Palm Beach, for appellee Peter John Conlan, as personal representative of the Estate of Suzanne Frank.

LOTT, J.

This probate appeal, as is perhaps the case with many such appeals, arises from a rather unique set of facts.

From 10,000 feet: the Decedent executed a will in January 2022. In addition to some smaller bequests (not at issue here), the Decedent’s estate plan utilized a separate trust containing the bulk of the estate to leave 75% to the Decedent’s son (the “Son” or “Appellant”) and 25% to the Decedent’s three siblings (the “Siblings” or “Appellees”).

The Decedent decided to modify that structure as a result of a contract with her former husband in June 2022 and transferred much of the trust assets to a new holding company, intending to execute a new will that passed her assets in that same proportion directly through the will instead of a trust. She executed that will in December 2022, two days before she passed away.

On appeal, the Son now challenges the December 2022 Will, raising questions about the Decedent’s testamentary capacity to execute the will at that time. The Son also challenges the subsequent orders admitting the December 2022 Will to probate and appointing one of the Siblings as the personal representative (the “PR Sibling”).

The Siblings, in an unusual twist, oppose the Son’s challenge and argue that the Son lacks standing to contest the December 2022 Will because he would be much worse off—and they, in turn, would be much better off—if he succeeds in his challenge. If the January 2022 Will is reinstituted, they argue, the bulk of the estate assets would pass to them, because much of the trust assets contemplated by that will have been transferred. (Again, they oppose this outcome.)

The Son responds that he is actually better off if he succeeds in contesting the December 2022 Will, because if the January 2022 Will is reinstituted and the Siblings take more assets under it, he is left with a creditor claim against the Siblings arising from the June 2022 contract, which, if successful, would push more net tax burden onto the Siblings, and less tax burden onto him.

How that all plays out is neither here nor there, for now. The question is whether the Son has standing to contest the will—or, more aptly put, the two questions are (1) whether he has standing, and (2) whether he is an “interested person” as the term is defined in section 731.201(23), Florida Statutes (2022), with the statutory ability to contest the will.

We hold, under the very unique set of facts here, both that the Son has standing and that he is an “interested person” who may contest the December 2022 Will. We accordingly reverse the probate court’s grant of summary judgment on that ground and remand for trial on the question of whether the Decedent lacked the testamentary capacity to execute the

2 December 2022 Will. 1 We also reverse the orders admitting the December 2022 Will to probate and appointing the PR Sibling as the personal representative.

I. Background

A. Before the Petition

The Decedent and her former husband divorced in October 2021. Their marital settlement agreement required the former husband to create and fund an irrevocable trust with the Decedent as the sole lifetime beneficiary. The Trust provided that the Son would receive at least 75% of the Trust’s net assets upon the Decedent’s death, after payment of death taxes and administrative expenses. The Trust provided the Decedent with the power of appointment over the remaining 25% of the Trust’s net assets. Any property not otherwise disposed of would pass equally to the Decedent’s siblings.

In January 2022, the Decedent executed a will prepared by her estate planning attorney. We’ll call this the “January 2022 Will.” The will devised specific property to the Son and the Decedent’s siblings and exercised the Decedent’s power of appointment over the Trust’s remaining 25% in favor of her residuary estate, which passed equally to her siblings. In other words, the Son would take 75%, and the Siblings would take 25%, of the Trust assets. The will provided death taxes “on property not passing under my Will shall be apportioned to and paid from such property by those succeeding to such property . . . .” The will further provided that distributions would be made “after the payment of Death Taxes and Administrative expenses.”

In mid-2022, the Decedent and her former husband agreed to modify their separation agreement. Consistent with this agreement, they transferred the Trust assets to a newly-formed holding company. The holding company’s Class B membership units were assigned to the Decedent outright. The contractual stipulation required the Decedent to provide, by will or otherwise, that the Son receive at least 75% of the holding company’s Class B units of at the Decedent’s death. 2

1 As explained below, we summarily affirm as to the question of whether the will

was validly executed under section 732.502, Florida Statutes (2022). 2 Note that the January 2022 Will, in effect at the time of the mid-2022 contract,

did not address the newly-created holding company interests, and so those interests would pass to the Siblings under that will’s residuary clause, unless and until it was modified.

3 From August through December 2022, the Decedent’s physical and mental health deteriorated. She experienced repeated hospitalizations, and medical records and witness testimony described her as confused, disoriented, lethargic, and cognitively impaired. She was discharged to home hospice on December 4, 2022.

On December 5, 2022, the Decedent executed a new will, which we will call the “December 2022 Will.” It was substantively identical to the January 2022 Will, with the exception that it devised 75% of the holding company’s Class B membership interests in to the Son. In other words, 75% of the holding company assets would pass to the Son, and 25% to the Siblings. The new will also directed the death tax provision with respect to the Son’s devise be apportioned and paid at the marginal rate, and added provisions governing the holding company’s administration.

The evidence below raised substantial questions about the Decedent’s testamentary capacity to execute the December 2022 Will, given the severely declined state of her mental and physical health.

The Decedent died two days after execution of the December 2022 Will.

B. Petition for Administration

The Decedent is survived by her Son and three Siblings. The Decedent’s December 2022 Will nominated one of the Decedent’s Siblings as personal representative consistent with her prior wills.

A petition for administration seeking admission of the December 2022 Will to probate and appointment as personal representative was filed.

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Bluebook (online)
Ramsey Frank v. Peter John Conlan, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ramsey-frank-v-peter-john-conlan-fladistctapp-2026.