Wadsworth v. First Union Nat. Bank

564 So. 2d 634, 1990 WL 109473
CourtDistrict Court of Appeal of Florida
DecidedAugust 2, 1990
Docket89-272
StatusPublished
Cited by6 cases

This text of 564 So. 2d 634 (Wadsworth v. First Union Nat. Bank) 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
Wadsworth v. First Union Nat. Bank, 564 So. 2d 634, 1990 WL 109473 (Fla. Ct. App. 1990).

Opinion

564 So.2d 634 (1990)

Lewis E. WADSWORTH, III, Appellant,
v.
FIRST UNION NATIONAL BANK OF FLORIDA, et al., Appellees.

No. 89-272.

District Court of Appeal of Florida, Fifth District.

August 2, 1990.

Jason G. Reynolds of Coble, Barkin, Rothert, Gordon, Morris, Lewis & Reynolds, P.A., Daytona Beach, for appellant.

William S. Belcher of Belcher & Fleece, P.A., St. Petersburg, and Hamilton D. Upchurch of Upchurch, Bailey & Upchurch, P.A., St. Augustine, for appellees.

ON MOTION FOR REHEARING EN BANC

DAUKSCH, Judge.

We withdraw our prior opinion in this case and issue this opinion in its stead.

*635 This is an appeal from an order in a probate case which determined that the decedent's domicile at death did not pass as homestead property. We affirm.

Article X, section 4(c), Florida Constitution provides:

(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.

Additionally sections 732.401 and 732.4015, Florida Statutes (1987) provide statutory support for the above constitutional provision.

732.401 Descent of homestead. —
(1) If not devised as permitted by law and the Florida Constitution, the homestead shall descend in the same manner as other intestate property; but if the decedent is survived by a spouse and lineal descendants, the surviving spouse shall take a life estate in the homestead, with a vested remainder to the lineal descendants in being at the time of the decedent's death.
(2) If the decedent was domiciled in Florida and resided on real property that the decedent and the surviving spouse owned as tenants by the entirety, the real property shall not be homestead property.
732.4015 Devise of homestead. — As provided by the Florida Constitution, the homestead shall not be subject to devise if the owner is survived by a spouse or minor child, except that the homestead may be devised to the owner's spouse if there is no minor child.

The pertinent facts are that the decedent, Lewis E. Wadsworth, II, married Sonia M. Wadsworth after entering into an antenuptial agreement. Lewis and Sonia agreed that Sonia would receive no homestead rights in the subject property. She waived her constitutional homestead rights.

After the will was admitted to probate the two adult children (there were no minor children) sought to have the court set aside the property as homestead so they could take it as lineal descendants and so that it did not pass under the residuary clause in the will. They argue that because decedent was survived by a spouse that the constitution forbids the devise of homestead property and thus the will cannot devise the property. Because there was no specific devise of the property, it would fall into the residuary clause and go to the named residuary devisees.

Appellees, the personal representatives of the estate, argue that because the widow had relinquished her homestead rights and because there were no minor children that the property does not pass as homestead under the constitution or the cited statutes. They argue that the waiver of rights was the legal equivalent of the prior death of the wife and cite Hulsh v. Hulsh, 431 So.2d 658 (Fla. 3d DCA 1983). The court in Hulsh said the waiver was the "functional equivalent of death" of the wife. Thus, because there was no surviving wife or minor children the property properly went under the will.

Because section 732.401, above set out, defines how homestead property descends, the appellants have an interest to have the property pass as homestead. They are the first lineal descendants and receive the fee interest in the property after the widow's life estate.

Section 732.702(1), Florida Statutes[1] permits a surviving spouse to waive her homestead *636 rights, if done in writing, either before or after marriage. No constitutional or other attack has been made against this statute and we can determine no reason to not apply it here. When Sonia waived her homestead rights she did so for all purposes and no one can claim a right through her.

Appellants urge that section 732.401 somehow vests some rights in them. We disagree. It is the constitution which primarily controls here and Article X, section 4(c) is designed to protect two classes of persons only: surviving spouses and minor children. Appellants are neither of these, they are adult children. In In Re Estate of McGinty, 258 So.2d 450 (Fla. 1971) it was held by our supreme court that "The class of persons designated as `minor children' is substantially different from and inconsistent with, `lineal descendants.'" [emphasis supplied].

Because the statute permits the surviving spouse to waive her constitutional right, and she did so, it was waived. Estate of De Garcia v. Garcia, 399 So.2d 486 (Fla. 3d DCA 1981). When decedent died with no one there to assert a homestead right the property could pass by devise and it did under the residuary clause of the will. See also City National Bank of Florida v. Tascher, 557 So.2d 615 (Fla. 3d DCA 1990).

We certify the following question of great public importance to the Supreme Court of Florida:

CAN A SPOUSE WAIVE HER RIGHTS TO HOMESTEAD PROPERTY SO AS TO PERMIT DEVISE BY THE OWNER OF THE HOMESTEAD PROPERTY?

AFFIRMED.

DANIEL, C.J., and COBB, HARRIS and GRIFFIN, JJ., concur.

COWART, J., dissents with opinion in which GOSHORN, and PETERSON, JJ., concur. W. SHARP, J., did not participate.

COWART, Judge, dissenting.

Article X, Section 4(c) of the Florida Constitution provides in part:

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 question in this case is: if the homestead owner has no minor children and his surviving spouse executes a valid antenuptial agreement waiving all of her rights in and to the homestead property, does this constitutional provision still apply to prohibit a valid devise of the homestead to one other than his spouse? The answer should be "yes." A common sense reading of the plain and ordinary meaning of the language to effectuate the intent of the framers is that the homesteader cannot devise the homestead if he is survived by a minor child or a spouse. To hold otherwise is to assume that the framers of this constitutional provision did not understand that if the owner is prohibited from devising the homestead, it will pass as the legislature may provide by statute.

In this case, the owner did not have a minor child but he did have a spouse who, by antenuptial agreement, waived her interest in the homestead property. The constitution does not state that the homestead is not subject to devise if the owner is survived by a spouse who has not waived her rights or by minor child, a concept easy enough to state if intended.

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Cite This Page — Counsel Stack

Bluebook (online)
564 So. 2d 634, 1990 WL 109473, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wadsworth-v-first-union-nat-bank-fladistctapp-1990.