Via v. Putnam

656 So. 2d 460, 1995 WL 337970
CourtSupreme Court of Florida
DecidedJune 8, 1995
Docket83660
StatusPublished
Cited by12 cases

This text of 656 So. 2d 460 (Via v. Putnam) 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
Via v. Putnam, 656 So. 2d 460, 1995 WL 337970 (Fla. 1995).

Opinion

656 So.2d 460 (1995)

Mary Ann VIA, etc., et al., Petitioners,
v.
Mary Rachel PUTNAM, Respondent.

No. 83660.

Supreme Court of Florida.

June 8, 1995.

*461 Michael R. Riemenschneider and Maureen M. Matheson of Reinman, Harrell, Graham, Mitchell & Wattwood, P.A., Melbourne, Joseph W. Fleece, III of Holland & Knight, St. Petersburg, and James H. Richey, Melbourne, for petitioners.

Teresa Cooper Ward, St. Petersburg, for respondent.

OVERTON, Justice.

We have for review Putnam v. Via, 638 So.2d 981 (Fla. 2d DCA 1994). This case involves a dispute between a decedent's surviving spouse, who claimed a share of the decedent's estate under the pretermitted spouse statute,[1] and the children of the decedent's first marriage, who claimed that the mutual wills executed by their parents, naming them residuary beneficiaries of their parents' estates, gave rise to a creditor's contract claim that had priority against the surviving spouse's claim against the estate. The Second District Court of Appeal held that the surviving spouse's right to receive either an elective share or pretermitted spouse's share of the decedent's estate has priority over the claims of the decedent's children. The district court acknowledged conflict with Johnson v. Girtman, 542 So.2d 1033 (Fla. 3d DCA 1989). We have jurisdiction. Art. V, § 3(b)(3), Fla. Const.

For the reasons expressed in this opinion, we approve the decision of the district court and find that Florida has a strong public policy concerning the protection of the surviving spouse of the marriage in existence at the time of the decedent's death. This policy has been continuously expressed in the law of this state and is controlling. We agree with the district court's reasoning and conclude that the children, as third-party beneficiaries under the mutual wills of their parents, should not be given creditor status under section 733.707, Florida Statutes (1993), when their interests contravene the interests of the surviving spouse under the pretermitted spouse statute.

The record reveals the following facts. On November 15, 1985, Edgar and Joann Putnam executed mutual wills, each of which contained the following provision:

I acknowledge that this is a mutual will made at the same time as my [spouse's] Will and each of us have executed this Will with the understanding and agreement that the survivor will not change the manner in which the residuary estate is to be distributed and that neither of us as survivors will do anything to defeat the distribution schedule set forth herein, such as disposing of assets prior to death by way of trust bank accounts, trust agreements, or in any other manner.

Each will devised that spouse's entire estate to the survivor and provided that the residuary estate would go to the children upon the survivor's death.[2] Joann Putnam died without having done anything to defeat the terms of her mutual will. Edgar Putnam later remarried and failed to execute a subsequent will to provide for his second wife, Mary Rachel Putnam (Rachel Putnam).

Upon Edgar Putnam's death, his mutual will was admitted to probate. Rachel Putnam filed both a Petition to Determine Share of Pretermitted Spouse and an Election to Take Elective Share. In response, the children filed claims against the estate alleging that, by marrying Rachel Putnam, Edgar had breached his contract not to defeat the distribution schedule set forth in his mutual will by subjecting his assets to the statutes governing homestead property, exempt property, pretermitted share, and family allowance. Rachel Putnam filed objections to the claims of the children. The children also brought independent actions in the circuit court based on breach of contract. These actions were consolidated. The trial judge, during the course of these proceedings, made the following findings. First, he found that: (a) the mutual will provision previously quoted "constituted a binding contractual agreement," of which the children are third-party beneficiaries; (b) the children properly filed a claim against the estate based upon the decedent's breach of the mutual will; and (c) *462 the surviving spouse, Rachel Putnam, is the pretermitted spouse of Edgar Putnam. Second, the trial judge entered a summary judgment expressly finding that "Edgar J. Putnam breached his joint and mutual will that he made with Joann Putnam when he married Rachel Putnam without taking appropriate steps to protect the interests of the third-party beneficiaries under said will" and that the claims of the children "are class 7 obligations pursuant to § 733.707, Florida Probate Code."[3] The trial judge concluded that "any pretermitted spouse share or elective share that Rachel Putnam may have is subject to the class 7 obligations of this estate."

On appeal, the district court reversed and noted that, if the children's residuary beneficiary status in the mutual wills allowed them to assert creditor status against the estate, the surviving spouse in this instance would "receive nothing except family allowance and any exempt property that may pass to her free from claims of creditors." Putnam, 638 So.2d at 982. The district court's decision relied on the reasoning in Shimp v. Huff, 315 Md. 624, 556 A.2d 252, 263 (1989), in which Maryland's highest court, on facts essentially identical to the facts in this case, found that the public policy surrounding the marriage relationship and the elective share statute required it to rule in favor of protecting the surviving spouse's right to receive an elective share. Likewise, the Second District Court of Appeal stated that "the statutes of Florida pertaining to a surviving spouse's elective share or pretermitted share in cases discussing those rights and their predecessor, dower, suggest a strong public policy in favor of protecting a surviving spouse's right to receive an elective share or a pretermitted share." Putnam, 638 So.2d at 984. The district court recognized that its holding conflicts with the Third District Court's decision in Johnson v. Girtman, 542 So.2d 1033 (Fla. 3d DCA 1989).

Before directly addressing the issue in this case, it is important to review the history of the elective share and pretermitted spouse statutes in Florida.

History of a Surviving Spouse's Rights to a Deceased Spouse's Estate

The current statutory provisions regarding the elective share were born out of the widow's right to dower at common law. At common law, the widow's right to dower consisted of "a life estate, for the term of her natural life, in one-third of all the lands and tenements of which her husband was seized in fee simple or fee tail during the coverture and of which any issue which she might have had might have been an heir." 1 D.H. Redfearn, Wills and Administration in Florida, § 19-1 (Leslie A. Jefferies, ed., 6th ed. 1986). The purpose of dower was to ensure the protection and support of the decedent's widow and the nurture and education of their children. See 28 C.J.S. Dower § 6b (1941). However, this right rose no higher than the husband's interest in the land; that is, the widow's right to dower attached only to real estate in which the husband had seisin or possession of legal title. Id. § 6b. The prerequisite of seisin was first incorporated into the law of Florida in 1828, and this widow's right of common law dower continued in Florida until the Probate Act of 1933 was enacted by the Florida Legislature.

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Bluebook (online)
656 So. 2d 460, 1995 WL 337970, Counsel Stack Legal Research, https://law.counselstack.com/opinion/via-v-putnam-fla-1995.