HERMAN A. WILLIAMS AND JESSE D. WILLIAMS, APPELLANTS,
v.
BETH ANGEL DORRELL, APPELLEE
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The court affirmed that a foster child raised from infancy by the decedent is a virtually adopted daughter entitled to an interest in the decedent's homestead property under Florida law, despite the lack of formal adoption proceedings.
The court held that Beth Angel satisfies all elements of virtual adoption and is therefore entitled to an intestate share of the decedent's homestead property. Virtual adoption is an equitable doctrine that allows a supposed-to-have-been adopted child to take an intestate share when the adoptive parents die without a will.
[1] Virtual adoption is an equitable doctrine invoked to protect the interests of a person who was supposed to have been adopted but whose adoptive parents failed to complete…
[2] The elements required to establish virtual adoption include an agreement between natural and adoptive parents, performance by the natural parents in relinquishing custody…
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Join FLexlaw to unlock all legal intelligence“Virtual adoption is an equitable doctrine created to "protect the interests of a person who was supposed to have been adopted as a child but whose adoptive parents failed to undertake the legal steps necessary to formally accomplish the adoption."”
Establishes the purpose and definition of the virtual adoption doctrine
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Join FLexlaw to unlock all legal intelligenceBeth Angel was brought into the home of Clarence W. Williams and his wife at five weeks old and raised as their own daughter. The decedent repeatedly …
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GODERICH, Judge.
Herman A. Williams and Jessie D. Williams [collectively referred to as co-personal representatives] appeal from an order finding that Beth Angel Dorrell is the virtually adopted daughter of the decedent, Clarence W. Williams, and therefore, entitled to an interest in the decedent’s homestead property. We affirm.
The co-personal representatives are the decedent’s sons. Beth Angel was a foster child who the decedent and his wife brought into their home when she was just five weeks old. The decedent and his wife raised Beth Angel as their own. Further, Beth Angel remained living with the decedent in the family home and tended to his needs until his death. At the time, Beth Angel was twenty-seven years old. Through the years, the decedent told Beth Angel that he was going to adopt her but never filed adoption papers. The decedent’s sole asset was his homestead property. '
The co-personal representatives contend that the trial court erred by finding that Beth Angel is the virtually adopted daughter of the decedent. We disagree.
Virtual adoption is an equitable doctrine created to “protect the interests of a person who was supposed to have been adopted as a child but whose adoptive parents failed to undertake the legal steps necessary to formally accomplish the adoption.” Miller v. Paczier, 591 So. 2d 321, 322 (Fla. 3d DCA 1991); see also Sheffield, v. Barry, 153 Fla. 144, 14 So. 2d 417 (1943). Virtual adoption does not create a parent-child relationship. It is invoked when the adoptive parents die intestate “in order to allow the supposed-to-have-been adopted child to take an intestate share” and to prevent unfair results created by intestacy statutes. Miller, 591 So. 2d at 322; see also Tarver v. Evergreen Sod Farms, Inc., 533 So. 2d 765, 766 (Fla.1988); Laney v. Roberts, 409 So. 2d 201, 203 (Fla. 3d DCA 1982).
A review of the record indicates that Beth Angel proved the elements that are necessary to establish the doctrine of virtual adoption:
1. an agreement between the natural and adoptive parents;
2. performance by the natural parents of the child in giving up custody; 3. performance by the child by living in the home of the adoptive parents;
4. partial performance by the foster parents in taking the child into the home and treating the child as their child; and
5. intestacy of the foster parents.
In re Matter of Heirs of Hodge, 470 So. 2d 740, 741 (Fla. 5th DCA 1985)(citing Sheffield v. Barry, 153 Fla. 144, 14 So. 2d 417 (1943)). Accordingly, we find that the trial court properly found that Beth Angel is the decedent’s virtually adopted daughter. Next, the co-personal representatives contend that even if Beth Angel is found to be the virtually adopted daughter of the decedent, she is not entitled to an interest in the decedent’s homestead property. We disagree.
The Florida homestead provision of Article X, Section 4, of the Florida Constitution, is designed “to protect and preserve the interest of the family in the family home.” Snyder v. Davis, 699 So. 2d 999, 1002 (Fla.1997); see also Public Health Trust v. Lopez, 531 So. 2d 946, 948 (Fla.1988); State Dept. of Health & Rehabilitative Servs. v. Trammell, 508 So. 2d 422, 423-24 (Fla. 1st DCA 1987). Further, Article X, Section 4(b), provides that the protections and exemptions of the homestead “shall inure to the surviving spouse or heirs of the owner.” (emphasis added). The term “heirs” under Florida’s homestead law is determined using a broad and liberal interpretation of Florida’s intestacy statutes. See Snyder v. Davis, 699 So. 2d at 1004; Jetton Lumber Co. v. Hall, 67 Fla. 61, 64 So. 440 (1914). Florida’s intestacy statute, section 731.201(18), Florida Statute (1997), defines “heirs” as “those persons ... who are entitled under the statutes of intestate succession to the property of a decedent.” '
In the instant case, this Court has found that Beth Angel is the virtually adopted daughter of the decedent. As such, she is entitled to receive the decedent’s property under Florida’s intestacy statutes. Since Beth Angel is an “heir” under Florida’s intestacy statute, she is also considered an “heir” for purposes of Florida’s homestead provision. We find that Beth Angel, as the virtually adopted child of the decedent, is entitled to an interest in the decedent’s homestead property.
Affirmed.
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McMULLEN v. Bennis, 20 So. 3d 890 (Fla. 3d DCA 2009)…n equitable doctrine created to ‘protect the interests of a person who was supposed to have been adopted as a child but whose adoptive parents failed to undertake the legal steps necessary to formally accomplish the adoption.’ ” Williams v. Dorrell, 714 So. 2d 574, 575 (Fla. 3d DCA 1998) (quoting Miller v. Paczier, 591 So. 2d 321, 322 (Fla. 3d DCA 1991)). To advantage oneself of the doc [*892] trine, a proponent-adoptee must demonstrate the following: 1. an agreement between the natural and adoptive parents;…
Authorities Cited
- Pub. Health Tr. OF Dade Cnty. v. Lopez, 531 So. 2d 946 (Fla. 1988)
- Jetton Lumber Co. v. Hall, 67 Fla. 61 (Fla. 1914)
- Sheffield v. Cora Wittstock Barry, 153 Fla. 144 (Fla. 1943)
- Snyder v. Davis, 699 So. 2d 999 (Fla. 1997)
- Laney v. Roberts, 409 So. 2d 201 (Fla. 3d DCA 1982)
- In re the Matter of Determination of Heirs OF Octavia Hodge v. Burnett, 470 So. 2d 740 (Fla. 5th DCA 1985)
- E.J.K. v. State, 508 So. 2d 422 (Fla. 2d DCA 1987)
- State v. Trammell, 508 So. 2d 422 (Fla. 1st DCA 1987)
- Mahala Tarver v. Evergreen SOD Farms, Inc., 533 So. 2d 765 (Fla. 1988)
- Miller v. A.E. Paczier ad Litem, 591 So. 2d 321 (Fla. 3d DCA 1991)