Trotter v. Van Pelt

198 So. 215, 144 Fla. 517
CourtSupreme Court of Florida
DecidedOctober 1, 1940
StatusPublished
Cited by27 cases

This text of 198 So. 215 (Trotter v. Van Pelt) is published on Counsel Stack Legal Research, covering Supreme Court of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Trotter v. Van Pelt, 198 So. 215, 144 Fla. 517 (Fla. 1940).

Opinion

*519 Terrell, C. J.

Dr. J. I. Triplett, of Mt. Jackson, Virginia, died testate in March, 1930. His will was dated October 26, 1927, and to it three codicils were attached dated respectively November 6, 1927, August 6, 1929, and September 17, 1929. The will devised the bulk of the estate to Herbert Trotter, J. I. Triplett, Jr., F. S. Tavenner, Jr., and W. L. Vehrencamp, in trust for the purpose of founding an educational institution to be known as Triplett Business College. Herbert Trotter was named as executor of the estate in the will.

In due course, the executor offered the will including the three codicils for probate in Shenandoah County, Virginia. An order was entered probating the will as the holographic, attested last will of the testator and the three codicils as his holographic unattested will. Certain heirs and distributees of the testator then brought a proceeding against the executor, trustees and others having claims against the estate contesting the probate of the will. This proceeding resulted in a decree denying probate as an attested will but admitting it included the three codicils to probate as the holographic unattested will of the testator. This decree was on appeal affirmed by the Supreme Court of Apeáis of Virginia, January 11, 1934.

In July, 1930, the plaintiffs in this suit filed caveat in the' probate court of Duval County praying that they be notified if the will as probated in Virginia be offered for probate in the latter county. In June, 1934, the executor offered the will for probate in Duval County as the attested will of J. I. Triplett. In July, 1934, the caveators filed their petition resisting probate as the attested will of the testators at the same time challenging the jurisdiction of the court to admit the will to probate in Florida. A demurrer to this petition was filed and further proceedings in the probate *520 court- were suspended.pending disposition of the cause in the ' circuit court.

The present suit was instituted in' the Circuit Court of Duval County in August, 1930, by' bill for partition and other relief on behalf oí complainants, appellees here. The trustees and other heirs who did not join in the partition 'Suit were named as defendants. The bill of complaint was several times amended, answers were filed, testimony was taken, and’in August, 1939, final decree was entered holding that all parties to the cause were estopped to assert that the will was the attested last will of the testator since that question was concluded by the Virginia Cotírts and that J. I. Triplett died intestate as to his Florida real estate. This appeal is from the final decree.

Nothing but the' Florida real estate owned by J. I. Triplett at the time of' his death is affected by this litigation so the primary question is what was the effect of the Virginia probate in Florida and whether or not the will was properly executed and sufficient to pass title to the Florida real estate to the trustees for 'the purposes stated. If it was insufficient for that purpose, then it must be admitted that said real' estate passed to the heirs at law of the testator under the Florida statute of descents.

Appellants and appellees agree -that the law of the situs governs the title, devolution, and distribution of real estate but their deductions from this rule are at variance. Appellees contend that the will (including codicils) being holographic and unattested is ineffective under the Florida statutes to pass title to real estate in Florida while appellants contend that the will (not including codicils) was executed in compliance with every requirement of the law of Florida and is ample to dispose of real estate in this State. 'Appellants, in other words, say that the testator dies testate as to *521 his Florida real estate while appellees contend that he died intestate as to said real estate.

Appellants also contend that the Virginia decrees affecting the will are not binding on them as to Florida real estate, that they were in fact in error on that point and that they are entitled to have the effect of the will as to Florida real estate adjudicated by the courts of Florida. Appellees contend on the other hand that the litigation in Virginia to determine the status of the will was a proceeding in rem, that while the Florida real estate was not before the courts, the will was before them, that the Virginia courts had jurisdiction to determine the status of the will and that when determined, such determination was conclusive as to status but that it had no effect nor by it did the Virginia courts purport to determine, nor could they determine what rights were conveyed by the will to real estate located outside the State of Virginia. This contention presents a contradiction that seems, to create a right for appellees and destroys a remedy for appellants.

Appellees also contend that appellants having presented the issue of attestation to the Virginia courts and it having been decided adversely to them, they are now precluded from relitigating that question in this State. They rely on (1) the nature of the litigation, (2) the doctrine of res judicata and estoppel, (3) full faith and credit, (4) collateral attack, and (5) the doctrine of the lex loci rei sitae, to support their contention.

This contention as to attestation is sound in so far as it affects litigation in the State of Virginia but we do not think it has any application beyond the limits of that State. To apply that rule in this case would as to real estate in Florida abrogate the doctrine of lex rei sitae or place a limitation on it that is unwarranted. Appellee’s contention as to the *522 litigation in Virginia being a proceeding in rem is correct but the judgments entered did'not'affect the title to real estate in another State. In answer to the contention as .to res judicata, it is sufficient to say that the elements essential to 'constitute it as stated in Gray v. Gray, 91 Fla. 103, 107 So. 261, are not present. As to full faith and credit, it is sufficient to say that proceedings to probate a will do not fall within Section 1, Article IV of the Federal Constitution, making that requirement. Such proceedings are conclusive within the State but they establish nothing beyond the limit of the State where the probate took place. Nelson v. Trotter, 50 N. J. L. 324, 15 Atl. 375; Dibble v. Winter, 247 Ill. 243, 93 N. E. 145.

' Neither was this a collateral attack on the Virginia probate proceedings. As to appellants, the sole issue was whether the testator died testate or-intestate as to Florida real' estate. To settle that issue, they relied on and offered the will of October 26;- 1927. They discard the .codicils on the theory that the original will was properly attested under the laws of Florida, that the codicils were not so attested and if they had been, they had no effect on the general purpose of the will and in no way affected the Florida real estate.

If the courts of Florida are precluded from determining the status of the Triplett will as to real estate in Florida', then the lex loci rei sitae is controlled by the Virginia decisions.

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Bluebook (online)
198 So. 215, 144 Fla. 517, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trotter-v-van-pelt-fla-1940.