GLEN W. GILSON, II, AS PERSONAL REPRESENTATIVE OF THE ESTATE OF G.W. GILSON, DECEASED, APPELLANT,
v.
JOHN R. FOLTZ, P.A., A FLORIDA PROFESSIONAL CORPORATION, JOHN R. FOLTZ, INDIVIDUALLY, AND THE CINCINNATI INSURANCE COMPANY, APPELLEES
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An estate sued an attorney for negligence in drafting a will that caused unnecessary estate tax liability. The trial court instructed the jury on the personal representative's comparative negligence, but the appellate court reversed because the alleged negligence occurred before the personal representative's appointment and could not be charged against him in his representative capacity.
The court held that negligence occurring prior to the decedent's death cannot be charged against the appellant in his capacity as personal representative, as any duty the appellant may have had under the circumstances was a personal duty owed individually, not as a representative.
[1] A personal representative's negligence occurring prior to the decedent's death cannot be charged against the personal representative in their representative capacity.
[2] A personal representative does not have a duty to examine a decedent's will prior to the decedent's death.
Previewing 2 of 4 headnotes on this case. FLexlaw’s editorially structured points of law — every proposition, pinpointed — are reserved for members.
Join FLexlaw to unlock all legal intelligence“The alleged negligence of appellant occurred prior to the decedent's death; therefore, the negligence cannot be charged against appellant in his capacity as personal representative.”
Establishes the core holding that pre-appointment negligence cannot be attributed to the representative capacity.
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Join FLexlaw to unlock all legal intelligenceThe decedent's son, Glen W. Gilson, II, as personal representative of his father's estate, sued attorney John R. Foltz for negligent drafting of the d…
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OTT, Chief Judge.
Appellant, Glen W. Gilson, II, as personal representative of his father’s estate, sued appellee, alleging that appellee’s negligence in drafting the decedent’s will caused the estate to incur unnecessary éstate tax liability. As an affirmative defense, appellee raised appellant’s comparative negligence. Testimony in support of this defense revealed that appellant possessed expertise in the area of will preparation, estate planning, and taxation. He had drafted previous wills of the decedent, had advised his father on tax considerations, and was furnished a copy of the will in question some months prior to decedent’s death. Appellant failed to read the clause now questioned or raise any objection or tax considerations.
Appellant individually was never a party to this action. The jury was instructed on the comparative negligence of appellant as personal representative, and the special verdict form referred to appellant in his representative capacity. The jury rendered a special verdict finding appellant as personal representative ninety-five percent negligent and appellee five percent negligent. We reverse.
The alleged negligence of appellant occurred prior to the decedent’s death; therefore, the negligence cannot be charged against appellant in his capacity as personal representative. Letters of administration appointing a personal representative may, for certain purposes, relate back to a decedent’s date of death, Griffin v. Workman, 73 So. 2d 844 (Fla.1954). However, we find no merit in the contention of appellee that appellant had a duty as appointed personal representative to examine the will before decedent’s death. Any duty appellant may have had under the circumstances was a duty of appellant individually.
We deem the errors here to warrant a new trial. We refuse to speculate on what the jury would have done had the issue of appellant’s individual negligence been properly presented.
Contrary to appellee’s argument, we fail to find that the issue of decedent’s negligence was raised below or submitted to the jury on appropriate instructions. We therefore refuse to deal with it on this appeal.
Nothing herein should be construed as precluding the adding of appropriate parties or issues on remand.
REVERSED and REMANDED for a new trial.
BOARDMAN and LEHAN, JJ., concur.
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Univ. OF Miami v. Wilson, 948 So. 2d 774 (Fla. 3d DCA 2007)…good reasons for that legislative choice in the medical malpractice context. We should honor that decision. Moreover, adhering to this analysis does not offend the relation-back doctrine. The doctrine is not slavishly applied. See Gilson v. Foltz, 431 So. 2d 647 (Fla. 2d DCA 1983)(reversing decision of trial court that permitted jury to reduce negligence verdict against counsel who drafted will of decedent by comparative negligence of personal representative before he was appointed, holding that the doctrin…
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Richard v. Richard, 193 So. 3d 964 (Fla. 3d DCA 2016)…e very next sentence. It seems clear that the Legislature did so to avoid imposing a statutory duty upon a person, to act on behalf of the estate, prior to the court appointing that person as personal representative. The decision in Gilson v. Foltz, 431 So. 2d 647 (Fla. 2d DCA 1983), provides a good example of the unintended consequences that could follow had the term “duties” been included in the second sentence of section 733.601. In Gilson, the Second District rejected a [*969] claim for negligence against…
Authorities Cited
- Griffin v. Workman, 73 So. 2d 844 (Fla. 1954)