Riley v. Doing

66 F. Supp. 825, 1946 U.S. Dist. LEXIS 2428
District Court, S.D. Florida·Decided July 8, 1946·No. Civ. A. No. 1351·Published·Cited by 1 cases

Opinion

DE VANE, District Judge.

This is a suit for a declaratory judgment to construe the last will and testament of Adelaide A. Riley, deceased.

The will was executed June 30, 1938. Testatrix died July 28, 1945, leaving no issue. She was a resident of Miami, Florida, on the date the will was executed and at the time of her death. The will was admitted to probate September 17, [826]*8261945 by the County Judge of Dade County, Florida, and the suit to construe the will under the Florida Declaratory Judgment Statute, F.S.A. § 87.01 et seq., was filed in the Circuit Court, Eleventh Judicial Circuit, in and for Dade County, Florida, on October 22, 1945. The case was removed to this Court because of diversity of citizenship of the parties — the amount in controversy exceeding $3,000.

The testatrix, in her last will and testament, first provided for the payment of her just debts and then bequeathed all her jewelry and wearing apparel to her sisters who survived her. The will then provides:

“All the rest, residue and remainder of my property, and estate, whether real, personal or mixed, and wheresoever situate, I give, devise and bequeath unto my brother, Charles H. Doing, in trust, for the remainder of the natural life of my beloved husband, Bart A. Riley.”

Tes“tatrix authorized the Trustee to collect the rents, profits and income from the Estate and distribute same during the life of her husband on the basis of forty per cent (40%) to her husband and sixty per cent (60%) to her brothers and sisters. The will then provides that upon the death of her husband said trust shall terminate and the trust property shall be divided equally between her six brothers and sisters.

The will also contains the following provision :

“ * * * provided, however, that should my said husband renounce this will and elect to take the share of a surviving husband in a deceased wife’s estate, under the laws of inheritance of the State of my domicile at the time of my death, than and in that event the above created trust shall not take effect, and I then give, devise and bequeath all of my property, then remaining, whether real, personal or mixed, and wheresoever situate to all of my said brothers and sisters, per stirpes and not per capita, share and share alike.”

The issue in the case is the proper interpretation of the last quoted provision of the will. Plaintiff construed this provision of the will as giving him the right of election, under the will, to permit the trust to become effective and take forty per cent (40%) of the income of the trust estate, or to renounce the trust and take the share of the trust estate to which he would be entitled under the laws of inheritance of the State of Florida, in the same manner as though the testatrix had died intestate as to the trust estate.

In conformity with this interpretation plaintiff filed in the County Judge’s Court, in and for Dade County, Florida, an “election under terms of will,” carefully following the language of the proviso, in which he elected as “between said forty percent (40%) and the share provided for him in said estate under the laws of inheritance in Florida * * * ” to take the share of a surviving husband in said estate, under the laws of inheritance of Florida.

Defendants contend that the will gives the husband no right of election, but provides in clear and simple language that if he renounces the will he shall take only what the law allows him under the laws of inheritance of the State of her domicile at the time of her death. Defendants also contend that testatrix died testate as to all her property, wheresoever situate, and that nothing remains for plaintiff to inherit under the laws of inheritance of Florida. Defendants further contend that by making and filing a renunciation of the will plaintiff has deprived himself of any interest in his deceased wife’s estate and that he takes nothing by will or otherwise of testatrix’s property situate in Florida.

The facts in the case are not in dispute. All the material averments of fact in the complaint are admitted in the answer and the only evidence submitted to the court at the trial was a copy of the will and a copy of plaintiff’s “election under terms of will.”

Upon the pleadings and upon this proof the court is called upon to interpret the will and determine the rights of the respective parties in this case.

The pleadings in the case disclose that testatrix owned real and personal property in Florida and in New York. The value of the property in Florida is shown by the pleadings to be very much greater than the value of the property in New [827] York. The laws of inheritance in New York and in Florida were the same in 1938, when the will was executed, as they were in July, 1945, when testatrix died. The laws of Florida give to a husband no rights in his deceased wife’s estate superior to the disposition made of her property by will. The laws of New York give a husband rights in his deceased wife’s estate which she cannot take from him by will.

It is well settled law that where a testator executes a will devising land in two or more States, the courts in each State will construe the will as to land located therein as if devised by separate wills. Trotter v. Van Pelt, 1940, 144 Fla. 517, 198 So. 215, 131 A.L.R. 1018. Counsel for the parties agree that the court must construe this will in conformity with the laws of Florida and with the cardinal rule of construction of wills as announced in the decisions of the highest court of the State. The sole question before this court in this case is whether testatrix gave plaintiff the choice of one of two rights under the will.

The cardinal rule of construction of wills, as many times announced in decisions of the Supreme Court of Florida, is that the intention of the testatrix shall govern. See Redfearn on Wills and Administration of Estates in Florida, Section 129 (P. 176), and cited cases.

As pointed out above, and this is conceded by counsel for the parties, the statutes of Florida give to the plaintiff no rights in his deceased wife’s estate superior to the will. Plaintiff can inherit under the Florida statutes only such property as to which she died intestate. Where the wife dies intestate and without issue the husband inherits (Sec. 731.23) all her estate.

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Riley v. Doing, 66 F. Supp. 825, 1946 U.S. Dist. LEXIS 2428 (S.D. Fla. 1946).

66 F. Supp. 825 (Riley v. Doing) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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