WESLEY J. BARTELT, INDIVIDUALLY AND AS PERSONAL REPRESENTATIVE OF THE ESTATE OF CALVIN C. BARTELT, DECEASED, APPELLANT,
v.
CALVIN E. BARTELT, APPELLEE

Fla. 3d DCA | 1991-05-07
No. 90-1324
Before SCHWARTZ, C.J., and BARKDULL, HUBBART, NESBITT, BASKIN, FERGUSON, JORGENSON, COPE, LEVY, GERSTEN and GODERICH, JJ.
579 So. 2d 282 Florida District Court of Appeal, Third District (1991) Negative Treatment
Cited by 28 cases

AI-generated. These summaries, headnotes, and key points are machine-generated and may contain errors or omissions. Always verify against the full opinion text below. Not legal advice.

Synopsis

The Florida Third District Court of Appeal holds that a decedent's adult son who inherits homestead property by devise takes the property free from the decedent's creditors' claims because he qualifies as an "heir" under the Florida Constitution's homestead exemption, regardless of whether he received the property through a will rather than intestacy.


Holding

The court holds that a devisee who is also the decedent's heir under Florida's intestacy statutes is entitled to the homestead exemption from forced sale by creditors. The constitutional exemption inures to the son because he is a member of the class of "heirs" (lineal descendants), and the exemption depends on who receives the property, not the method by which title is devolved.


Headnotes

[1] A decedent's homestead property devised to an adult child, who is also an heir under Florida law, is exempt from the claims of the estate's creditors.

[2] The constitutional exemption from forced sale of homestead property inures to the decedent's heirs, regardless of whether they take title by devise or intestacy.

Previewing 2 of 6 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

Key Quotes

“As a matter of public policy, the purpose of the homestead exemption is to promote the stability and welfare of the state by securing to the householder a home, so that the homeowner and his or her heirs may live beyond the reach of financial misfortune and the demands of creditors who have been given credit under such law.”

Establishes the public policy rationale underlying the homestead exemption that benefits both the homeowner and his or her heirs

Previewing 1 of 3 key quotes on this case — the court’s exact language, pinpointed for members.

Join FLexlaw to unlock all legal intelligence

Facts & Procedural History

Calvin C. Bartelt died testate in June 1989, leaving an estate valued at approximately $60,000 consisting primarily of homestead property. His credito…

The full statement of facts, procedural history, and disposition for this case are member content.

Join FLexlaw to unlock all legal intelligence

© FLexlaw, Inc. — AI-generated enrichments are proprietary. All rights reserved.


Opinion of the Court
JORGENSON, Judge.

JORGENSON, Judge.

The personal representative of the estate of Calvin C. Bartelt appeals from an order declaring that the decedent’s adult son, the devisee of the decedent’s homestead property, takes that property free of the claims of the estate’s creditors. Upon its own motion, this court reheard this case en banc to answer a question of great public importance and to determine the viability of In re Estate of Hill, 552 So. 2d 1133 (Fla. 3d DCA 1989), appeal dismissed, 564 So. 2d 487 (Fla.1990).1 For the reasons that follow, we affirm the order on appeal and recede from Hill only to the extent necessary to avoid conflict with the views we express here.

Calvin C. Bartelt died testate in June, 1989. His estate is valued at approximately $60,000 and consists primarily of his homestead property. The decedent’s creditors have filed claims totalling $213,000, largely for unpaid medical bills stemming from his last illness. The decedent was survived by two adult children. There was no surviving spouse. A clause in the decedent’s will devised the residuary estate, which included his homestead property, to his adult son; the adult daughter received nothing under the will.2 In December, 1989, the decedent’s son petitioned the court to declare the homestead property exempt from the claims of the estate’s creditors. The trial court ruled that the son takes the property free of such claims; the personal representative appeals.

Where there is no surviving spouse or minor child, the decedent’s homestead may be devised without limitation.3 When the decedent’s homestead is devised to his son — a member of the .class of persons who are the decedent’s “heirs” — the constitutional exemption from forced sale by the decedent’s creditors found in Article X, Section 4(b) of the Florida Constitution,4 inures to that son. The test is not how title was devolved, but rather to whom it passed. Our holding is controlled by the decision of the Florida Supreme Court in Public Health Trust of Dade County v. Lopez, 531 So. 2d 946 (Fla.1988).

In Lopez, the court held that Article X, Section 4(b)’s exemption from forced sale by creditors inured to the decedent’s adult heirs.5 The court reasoned that “[a]s a matter of public policy, the purpose of the homestead exemption is to promote the stability and welfare of the state by securing to the householder a home, so that the homeowner and his or her heirs may live beyond the reach of financial misfortune and the demands of creditors who have been given credit under such law.” Lopez, 531 So. 2d at 948. The same result obtains here.

The personal representative argues that, although “heirs” may avail themselves of the constitutional protection from creditors, “devisees” may not.

Section 731.201(18), Florida Statutes (1989) defines heirs or heirs at law as “those persons ... who are entitled under the statutes of intestate succession to the property of a decedent.” Devisees are defined in section 731.201(9) as persons “designated in a will to receive a devise.” According to the personal representative, a devisee cannot be an heir because a devisee takes by will and an heir takes only where there is no will.

We disagree. Heirs, as defined in section 731.-201(18), are simply those persons entitled to receive property under the laws of intestacy; the decedent’s son, as his lineal descendant, is a member of that class. § 732.103(1), Fla.Stat. (1989).

The class designated “heirs” does not exclude those who, but for the decedent’s foresight in executing a will, would have taken by the laws of intestate succession. “The term, heirs, in § 4(b) is a definition of a class of persons who may enjoy the continuation of the decedent’s exemptions from forced sale by decedent’s creditors.” Kelley, Homestead Made Easy, Part I: Understanding the Basics, Fla.Bar Journal, Mar. 1991, at 22. See also, McGovern, Kurtz & Rein, Wills, Trusts & Estates, § 11.2 (1988) (“The word ‘heirs’ does not always refer to the intestacy statutes. In Roman law, ‘heres’ meant either a person designated by will or someone who took upon intestacy.”); cf. Department of Health & Rehabilitative Servs. v. Trammell, 508 So. 2d 422 (Fla. 1st DCA 1987) (because decedent’s “good friend” not recognized as an heir under § 732.103, homestead property devised to that “good friend” was not exempt from forced sale by decedent’s creditors).

In this case, the devisee was the son and natural heir of the decedent. When the decedent’s homestead property passed to the son by devise upon the decedent’s death, the constitutional exemption from forced sale by the decedent’s creditors inured to the son. Article X, Section 4 of the Florida Constitution defines the class of persons to whom the decedent’s exemption from forced sale of homestead property inures; it does not mandate the technique by which the qualified person must receive title. Kelley, supra at 22. To hold otherwise would discourage Florida residents from making wills and promote the passage of property through intestacy laws. See In re Estate of Baer, 446 So. 2d 1128, 1129 (Fla. 4th DCA) (“But the law abhors intestacy”), rev. denied, 456 So. 2d 1181 (Fla.1984).

In In re Estate of Hill, 552 So. 2d 1133 (Fla. 3d DCA 1989), we held that a decedent’s homestead property that was devised to the testatrix’ stepdaughter, with a direction that, upon sale of the property, the proceeds be divided equally between her stepdaughter and her son, was subject to the claims of the estate’s creditors. We distinguished between “heirs” and “devi-sees” and held that devisees “were not entitled to receive the property exempt against the claims of creditors of the estate.” 552 So. 2d at 1134. The result we reached was correct. The stepdaughter was not a member of the class designated as the decedent’s heirs.6 However, we expressly recede from Hill to the extent it can be read to bar devisees who are also the decedent’s heirs under Florida law from seeking the protection of Article X, Section 4, of the Florida Constitution upon inheriting the decedent’s homestead property.

In conclusion, we hold that the trial court was correct in ruling that Calvin E. Bartelt, the devisee and adult son of the decedent, takes the decedent’s homestead property free of the claims of the creditors of the estate.

AFFIRMED.

. We thank the Real Property, Probate and Trust Law Section of the Florida Bar for submitting an amicus brief in this case.

. The daughter has not challenged the will.

. Art. X, § 4(c), Fla. Const. (1968). See City National Bank of Florida v. Tescher, 578 So. 2d 701 (Fla.1991).

. Article X, Section 4(b) of the Florida Constitution provides that "[tjhese exemptions shall inure to the surviving spouse or heirs of the owner." This exemption dates back to the constitution of 1868.

.Neither the supreme court nor this court in its opinion in Lopez, 509 So. 2d 1286 (Fla. 3d DCA 1987), indicated whether the decedent died testate or intestate. Although the language of the decisions would tend to indicate that Lopez died intestate, the Amicus Curiae points out that Lopez in fact had executed a will which was duly recorded in Official Records Book 12611 at pages 1426 and 1427 of the Public Records of Dade County and admitted to probate. Thus, like the decedent’s son in this case, Lopez' “heirs” actually took the homestead property by devise through a residuary clause in her will.

. As the court noted in its opinion, the stepdaughter’s claim that she is an alternative contingent heir under section 732.103(5), Florida Statutes, "has no effect_” 552 So. 2d at 1134 n. 1.


Cases With Similar Vibessemantic neighbors from the corpus


Citator

Cited By (12 total)

  • Snyder v. Davis, 699 So. 2d 999 (Fla. 1997)
    …the residuary clause in a decedent’s will. Estate of Murphy, 340 So. 2d 107 (Fla.1976). In a devise of a homestead to a spouse or heir of the testator/testatrix the exemption from forced sale inures to the benefit of the devisee. Bartelt v. Bartelt, 579 So. 2d 282 (Fla. 3d DCA 1991). The question therefore is simply whether Kelli Snyder, the devisee of the homestead, is an heir as contemplated by article X, section 4, of the Florida Constitution and as defined in sections 731.201(18) and 732.103. If she is, s…
    1 / 3
  • In re Est. OF Jack Hamel v. Theodore Parker, P.A., 821 So. 2d 1276 (Fla. 2d DCA 2002)
    …homestead). If the property is homestead on the date of death, the homestead protection is impressed upon the land and the protection from creditors’ claims inures to the benefit of the heirs to whom the property is devised. See Bartelt v. Bartelt, 579 So. 2d 282, 283 (Fla. 3d DCA 1991) (noting, “[t]he test is not how title was devolved, but rather to whom it passed”). Moreover, homestead rights exist and continue even in the absence of a court order confirming the exemption. See Raulerson v. Peeples, 77 Fl…
  • Knadle v. Est. OF Evangeline Stewart Knadle, 686 So. 2d 631 (Fla. 1st DCA 1996)
    …ert, 622 So. 2d 1049 (Fla. 4th DCA 1993) (holding that homestead property devised to decedent’s son was exempt from creditors even though homestead was subject to a life estate of nonheir), rev. denied, 634 So. 2d 624 (Fla.1994); Bartelt v. Bartelt, 579 So. 2d 282 (Fla. 3d DCA 1991) (holding that exemption from forced sale inured to the decedent's adult son who acquired decedent’s homestead property by specific devise through residual clause).…

Previewing 3 of 12 citing cases — full citator treatment, depth of discussion, and citing context are member features.

Join FLexlaw to unlock all legal intelligence

Authorities Cited

Full citator, related cases, and AI research tools

Open in FLexlaw