SACHA ZAIDMAN AND PATRICIA ZAIDMAN
v.
NATCHAYA ZAIDMAN
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The appellate court affirmed a lower court's decision that a 2012 Florida will controlled over a 2015 handwritten will apparently executed in Belgium. The court found the 2015 will invalid under Florida law due to a lack of proper execution formalities, specifically the absence of two witnesses.
No, the 2015 Belgian will is invalid under Florida law because it was handwritten and executed in the presence of only one witness, failing to meet the statutory formalities required by section 732.502(1), Florida Statutes. Consequently, it cannot revoke the valid 2012 Florida will.
[1] A will handwritten by a testator in Florida must comply with statutory formalities, including attestation by two witnesses, to be valid in Florida, even if valid in the j…
[2] A subsequent inconsistent will or other writing revokes a prior will only if the subsequent instrument is executed with the same statutory formalities required for the or…
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“Notwithstanding this goal, strict compliance with statutory requirements is a prerequisite for the valid creation or revocation of a will.”
This quote establishes the court's emphasis on strict adherence to statutory formalities in will construction and revocation.
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Join FLexlaw to unlock all legal intelligenceFollowing the death of René J.A. Zaidman, two wills were presented: a 2012 Florida will naming Natchaya Zaidman (the Wife) as beneficiary, and a 2015 …
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SALTER, J.
This appeal is taken from an order of the Miami-Dade circuit court’s probate division regarding two competing last wills and testaments: a 2012 document executed in Florida, and a 2015 document apparently executed in Belgium. The court concluded that, as a matter of law, the earlier Florida will controlled and had not been revoked by the later Belgian document. We affirm. The competing wills were filed with the probate division following the 2017 death of René J.A. Zaidman (“Mr. Zaidman”). The first was presented by Natchaya Zaidman, designated as Mr. Zaidman’s wife in the will (the appellee here; the “Wife”). That last will and testament was executed in Miami-Dade County on March 28, 2012, with the requisite formalities for self-authentication under the Florida Probate Code, section 732.502(1), Florida Statutes (2019), and is referred to as the “2012 Will.”
The second will was filed on behalf of the appellants, Mr. Zaidman’s son Sacha and daughter Patricia (the “Children”). The document was handwritten, dated May 17, 2015, and deposited with a Rabbi in Antwerp, Belgium (the “2015 Will”). The 2015 Will purports to revoke all previous wills, states that it is only to be revealed to the Children after Mr. Zaidman’s death, and provides that any dispute
regarding it is to be resolved in the Orthodox Rabbinical Tribunal in Antwerp rather than in a secular court.1
The petition for administration was filed by the Wife in Miami. It alleged under oath that Mr. Zaidman and his Wife were residents of a single-family home in Aventura, Florida, and that Mr. Zaidman was domiciled in Miami-Dade County. The Children, themselves residents of Belgium and Israel, filed a counter-petition (and, later, an amended counter-petition) contending that the 2015 Will controlled and had revoked the 2012 Will. Following an adversary hearing, the trial court granted the Wife’s motion to strike the Children’s amended counter-petition with prejudice. This appeal followed.
Analysis
The issue before the trial court in this case is a question of law controlled by the applicable provisions of the Florida Probate Code. We review that legal issue de novo. The Florida Bar v. Greene, 926 So. 2d 1195, 1199 (Fla. 2006).
The Children’s first contention, that the trial court signed the final order submitted by the attorneys for the Wife without a sufficient time for the attorneys for the Children to register their objections, is meritless. The trial court conducted
a thorough hearing, invited the submission of the order, and the order simply granted the motion to strike with prejudice without extensive elaboration. Both sides had a full and fair opportunity to present their legal arguments regarding the competing wills.
The substantive legal issues raised by the Children warrant a more detailed analysis. “The primary goal of the law of wills, and the polestar guiding the rules of will construction, is to effectuate the manifest intent of the testator. Notwithstanding this goal, strict compliance with statutory requirements is a prerequisite for the valid creation or revocation of a will.” In re Estate of Dickson, 590 So. 2d 471, 472 (Fla. 3d DCA 1991) (citations omitted). In Florida, a will must be signed at the end by the testator and in the presence of two witnesses who witness the execution (or an acknowledgement by the testator) in the presence of each other. § 732.502(1)(a)-(c), Fla. Stat. (2015).2 These statutory formalities apply to foreign wills, as section 732.502(2) provides: Any will, other than a holographic or nuncupative will, executed by a nonresident of Florida, either before or after this law takes effect, is valid as a will in this state if valid under the laws of the state or country where the will was executed. A will in the testator’s handwriting that has been executed in accordance with subsection (1) shall not be considered a holographic will.
Thus, under section 732.502(2), a holographic will is a “will in the testator’s handwriting”3 and it must comply with subsection (1) to be a valid will in this state. Florida courts refuse to recognize holographic wills that are not executed in strict compliance with Florida’s testamentary statutes, even if the will is valid under the laws of the state or country of execution.4 Similarly, for a valid revocation of a will by writing, section 732.505, Florida Statutes (2015), provides a will (or codicil or any part of either) is revoked by writing: (1) By a subsequent inconsistent will or codicil, or any part of either, even though the subsequent inconsistent will or codicil does not expressly revoke all previous wills or codicils, but the revocation extends only so far as the inconsistency.
(2) By a subsequent will, codicil, or other writing.5
Here, the 2015 Will was handwritten by the testator in the presence of (at best) one witness.6 This alone makes the will invalid as a matter of law. See § 732.502(1), Fla. Stat. (2015). Contrary to the Children’s assertion, there is no need for an evidentiary hearing to determine whether there was more than one witness. The affidavit of Mr. Matthias Moortgat, a Belgium notary, states that the testator executed the 2015 Will only “in the presence of Rabbi Yossef T. Hacohen.” An evidentiary hearing would be futile.7 As correctly stated by the Wife in her answer brief: “Even assuming that the 2015 Will is valid in Belgium, it is still invalid in Florida for failing to comply with the statutory formalities provided in Section 732.502(1).”
For their last issue on appeal, the Children challenge the procedure and substance of the court’s ruling that the 2015 Will did not revoke the 2012 Will. This argument is unavailing. The parties argued revocation at the April 23 hearing. The
Children cited a case on the issue and the Wife fully addressed that issue in her second motion to dismiss. The Children were on notice that the issue of revocation was to be decided at the April 23 hearing by the probate court. The revocation clause within the 2015 Will fails under section 732.505, for the same reason the 2015 Will in its entirety fails under section 732.502--the formalities necessary for execution for an instrument of revocation are the same as those applicable to the Florida last will and testament sought to be revoked. In this case, those statutory formalities were not followed with respect to the purported revocation. For these reasons, we affirm the order dismissing the Children’s amended counter-petition with prejudice and determining that: “The alleged 2015 will does not revoke the 2012 will as a matter of law and has no force or effect in this proceeding.” In affirming the order below, we acknowledge that the trial court did not pass upon the validity or invalidity of the 2015 Will in Belgium or in jurisdictions other than Florida. Based upon the limited scope of our appellate review and the record before us, we express no opinion on any such issues. Affirmed.
Cases With Similar Vibessemantic neighbors from the corpus
Citator
Authorities Cited
- THE Florida BAR v. Greene, 926 So. 2d 1195 (Fla. 2006)
- In re the Est. OF Alexander Tolin, 622 So. 2d 988 (Fla. 1993)
- In re Est. of Magnus Ferdinand Olson, 181 So. 2d 642 (Fla. 1966)
- In re Est. OF James John Dickson v. Christa Kohl Dickson & Am. Cancer Soc'y, 590 So. 2d 471 (Fla. 3d DCA 1991)
- Manson v. Fremont B. Hayes, 539 So. 2d 27 (Fla. 3d DCA 1989)
- In re Est. OF Angelika Gabriele Salathe v. Jurgen Henrich Salathe, 703 So. 2d 1167 (Fla. 2d DCA 1997)
- LEE v. Est. OF Randy John Payne, 148 So. 3d 776 (Fla. 2d DCA 2013)
- Malleiro v. Axel Mori, 182 So. 3d 5 (Fla. 3d DCA 2015)