Wehrheim v. GOLDEN POND ASSISTED LIVING

905 So. 2d 1002, 2005 Fla. App. LEXIS 10133, 2005 WL 1537448
CourtDistrict Court of Appeal of Florida
DecidedJuly 1, 2005
Docket5D04-2724
StatusPublished
Cited by15 cases

This text of 905 So. 2d 1002 (Wehrheim v. GOLDEN POND ASSISTED LIVING) 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
Wehrheim v. GOLDEN POND ASSISTED LIVING, 905 So. 2d 1002, 2005 Fla. App. LEXIS 10133, 2005 WL 1537448 (Fla. Ct. App. 2005).

Opinion

905 So.2d 1002 (2005)

Gary M. WEHRHEIM, et al., Appellants,
v.
GOLDEN POND ASSISTED LIVING FACILITY, Appellee.

No. 5D04-2724.

District Court of Appeal of Florida, Fifth District.

July 1, 2005.

*1004 Larry P. Studer, Orlando, for Appellants.

Eric S. Mashburn, Winter Garden, for Appellee.

SAWAYA, J.

Gary Wehrheim, Albert D. Wehrheim, Jr., and Debra L. Wehrheim appeal the final summary judgment rendered in the underlying adversarial probate proceedings between the Wehrheims and Golden Pond Assisted Living Facility that denied the Wehrheims' petitions to deny the decedent's will to probate, to remove the personal representative, and for administration. In essence, the summary judgment admits to probate the decedent's 2002 will, which leaves the estate to Golden Pond thereby excluding the Wehrheims, who are the decedent's children. There are three issues we must resolve: 1) whether the Wehrheims lacked standing to assert the invalidity of the will and to petition for removal of the personal representative based on prior wills of the decedent that did not include them as beneficiaries; 2) whether the doctrine of dependent relative revocation applies; and 3) whether the revocation clause of the will may be valid if the remainder of the will is declared invalid based on undue influence. We will address these issues separately even though we recognize that the latter two are interrelated with the first. However, before we address these issues, it is necessary to discuss the facts and procedural history of the instant case.

Facts and Procedural History

The decedent, Dorothy Wehrheim, died while residing at Golden Pond Assisted Living Facility. While Dorothy was a resident of Golden Pond, Rebecca Fierle, a geriatric care manager, was contacted by the administrator of Golden Pond to assist Dorothy with arranging her personal affairs.[1]*1005 After meeting with Fierle, Dorothy executed a contract and a power of attorney authorizing Fierle to act on her behalf regarding her personal affairs. Fierle reviewed Dorothy's previous will, suggested to Dorothy that she leave her estate to a charity, and made arrangements for the preparation of a new will. Once the will was prepared, Fierle brought it to Golden Pond, where Dorothy signed it on July 23, 2002. This will names Golden Pond as the primary beneficiary of Dorothy's estate and Rebecca Fierle as personal representative.

The Wehrheims are Dorothy's children. While Dorothy had executed wills in 1998, 1999, and 2000, none of these prior wills named her children as beneficiaries.[2] The children filed a petition for administration and a petition to deny admission of the 2002 will to probate on the grounds that it was the product of undue influence and executed by the decedent without testamentary capacity. The executive officer of Golden Pond filed a petition for formal administration of the 2002 will, and the litigation commenced.

Thereafter, Golden Pond filed a motion for summary judgment, and the arguments raised by the parties relative thereto explain the interrelationship between the issues previously stated. Golden Pond's motion asserted that based on the prior wills that did not name the Wehrheims as beneficiaries, the Wehrheims lacked standing to contest the validity of the 2002 will. Specifically, Golden Pond argued that even if the Wehrheims were successful in their attempts to exclude the 2002 will from probate, the Wehrheims would not acquire any interest in the estate because there is another presumptively valid will of the decedent entitled to probate that does not give them any interest in the estate. The Wehrheims argued that lack of standing is an affirmative defense that Golden Pond waived because it did not properly plead it. The Wehrheims also argued that even if Golden Pond properly pled standing as an affirmative defense, Golden Pond's argument is based on the doctrine of dependent relative revocation, which does not apply because the terms of the 2002 will are completely different from the terms of the prior wills and, therefore, there is no presumption that the decedent would have preferred the old will over intestacy. Finally, the Wehrheims argued that while the testamentary portions of the will were invalid based on undue influence, the revocation clause, which revokes the decedent's prior wills, could nevertheless be valid. Having specifically framed the three issues, we will address each in the order previously presented.

Standing

Unless otherwise ordered by the probate court, proceedings to remove a personal representative and for revocation of probate of a will are considered adversary proceedings. Fla. Prob. R. 5.025(a). Adversarial probate proceedings are governed by the Florida Rules of Civil Procedure. Fla. Prob. R. 5.025(d)(2). While in most types of civil cases standing is generally considered an affirmative defense that can be waived if not properly pled,[3] this is *1006 not the case in adversarial probate proceedings to contest the validity of a decedent's will or to attempt to remove the designated personal representative. We come to this conclusion based on section 733.109(1), Florida Statutes (2003), which provides that any "interested person" may petition the court for revocation of probate, and section 733.506, Florida Statutes (2003), which provides that "[p]roceedings for removal of a personal representative may be commenced by the court or upon the petition of an interested person."[4] In order to properly petition for revocation of probate, the petition must "state the interest of the petitioner in the estate and the facts constituting the grounds on which revocation is demanded." Fla. Prob. R. 5.270(a). Hence, whether a person is an "interested person" is an element that must be established by the petitioner seeking revocation of probate and, although not specifically stated by rule, by a person seeking removal of a personal representative. Therefore, it is not necessary to specifically plead standing as an affirmative defense in these adversarial probate proceedings. Accordingly, we reject the Wehrheims' argument that Golden Pond waived the standing issue because it did not properly plead it as an affirmative defense.

The term "interested person" is defined as "any person who may reasonably be expected to be affected by the outcome of the particular proceeding involved." § 731.201(21), Fla. Stat. (2003). Golden Pond correctly argues that a petitioner may not be an interested person in revocation and removal proceedings if previous and presumptively valid wills have been discovered that, similar to the current will, do not include the petitioner as a beneficiary of the estate. See Newman v. Newman, 766 So.2d 1091 (Fla. 5th DCA 2000), review denied, 786 So.2d 1187 (Fla. 2001); Cates v. Fricker, 529 So.2d 1253 (Fla. 2d DCA 1988). In this instance, it is the burden of the petitioner seeking to revoke the present will to establish that the previous will, which also excludes the petitioner as a beneficiary, is invalid. Cates, 529 So.2d at 1254-55. Specifically, Golden Pond asserts that because three previous wills have been discovered, the doctrine of dependent relative revocation would reinstate each will in the reverse order in which they were executed in the event the 2002 will or a prior will is declared invalid. Therefore, Golden Pond contends that the Wehrheims are unable to establish that they are interested persons entitled to contest the validity of the 2002 will or petition for removal of the personal representative.

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Bluebook (online)
905 So. 2d 1002, 2005 Fla. App. LEXIS 10133, 2005 WL 1537448, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wehrheim-v-golden-pond-assisted-living-fladistctapp-2005.