M.R., INDIVIDUALLY AND AS NEXT FRIEND AND LEGAL AND NATURAL GUARDIAN OF R.R., HER MINOR CHILD, APPELLANTS,
v.
A.B.C., INDIVIDUALLY, AND J. M., AS PERSONAL REPRESENTATIVE OF THE ESTATE OF A.B.C., DECEASED, APPELLEES

Fla. 3d DCA | 1999-06-30
No. 98-1146
Before JORGENSON, COPE and LEVY, JJ.
739 So. 2d 118 Florida District Court of Appeal, Third District (1999) Positive Treatment
Cited by 3 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

In a paternity action where the defendant died pending settlement enforcement, the court held that Florida Rule of Civil Procedure 1.260 permits substitution of the personal representative without requiring the plaintiff to first file a claim in probate court. The trial court's denial of substitution was reversed.


Holding

Rule 1.260 does not require filing a claim in the probate division before substituting the personal representative. The trial court erred in denying substitution when the probate claim period had not yet expired, and requiring a separate action after a rejected probate claim would be inappropriate where the trial court already retained jurisdiction to enforce the settlement.


Headnotes

[1] A motion to substitute the personal representative of a decedent's estate as a party in a pending lawsuit does not require the filing of a claim in the probate division a…

[2] The purpose of substituting a personal representative in a pending lawsuit is to allow the trial court to properly proceed with the litigation after the decedent's death.

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Key Quotes

“Rule 1.260 does not require the filing of a claim in the probate division as a condition precedent to the substitution of the personal representative in place of the decedent in a pending lawsuit. No case so holds.”

Establishes the core holding that Rule 1.260 substitution does not depend on probate division claims

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Facts & Procedural History

M.R. filed a paternity action against A.B.C. in 1994. In January 1997, the parties settled and the trial court retained jurisdiction to enforce the se…

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Opinion of the Court
COPE, J.

COPE, J.

The plaintiffs in a paternity action filed against A.B.C. appeal the denial of their motion to substitute the personal representative of the estate of A.B.C. as the defendant in that action. We reverse.1

M.R. filed the paternity action in 1994. See M.R. v. A.B.C., 683 So. 2d 629 (Fla. 3d DCA 1996). In January 1997 the parties entered into a settlement agreement which included an indemnity provision. After the settlement, the trial court reserved jurisdiction to enforce its provisions. In November 1997 A.B.C. died and a Suggestion of Death was filed in the action by his counsel.

In compliance with Florida Rule of Civil Procedure 1.260, M.R. filed a timely motion to substitute the personal representative in place of A.B.C. The personal representative opposed the motion arguing that M.R. was required to file a claim in the probate division under section 733.702, Florida Statute (1997), before the substitution could occur.2 The trial court agreed with those arguments and denied M.R.’s motion, even though the time for filing a claim in the probate division had not expired. In addition, the trial court ruled that if M.R. did comply with section 733.702 and her claim was rejected by the personal representative, M.R.’s remedy was to then file a separate action.3

Rule 1.260 does not require the filing of a claim in the probate division as a condition precedent to the substitution of the personal representative in place of the decedent in a pending lawsuit. No case so holds. “There are no specific requirements for the content of the motion, other than that it seek an order substituting a ‘proper’ party in place of the decedent.” Bruce J. Berman, Florida Civil Procedure (t-¶ 260.<f-4[a], at 268 (1998)(footnote omitted).

The purpose of substitution is to have the personal representative named as the party in the litigation so the trial court can properly proceed once the decedent has died. “When the right of action survives and the decedent is an indispensable party, the action abates until substitution is made or the action dismissed because of the failure to substitute within the specified time.” Henry P. Trawick, Traunck’s Practice and Procedure § 4-11, at 54 (1998).

The trial court relied on Spohr v. Berryman, 589 So. 2d 225 (Fla.1991), and Van Sciver v. Miami Beach First National Bank, 88 So. 2d 912 (Fla.1956). Both cases deal with situations in which a claimant failed to file a timely claim in the probate division, and the claim period expired. That is not the situation now before us.

We are also unaware of any authority to support the trial court’s conclusion that if M.R. made a claim which was rejected by the personal representative she would then be required to commence a new action. As there was already an action in which the trial court had retained jurisdiction to enforce the settlement, there is no sound reason to require M.R. to begin a new suit.

Reversed and remanded with instructions to grant M.R.’s motion to substitute.

. We conclude that the appeal is from a final order, as it determines that the personal representative will not be a party, thereby terminating the judicial labor as to the personal representative. See Walters v. Edwards, 700 So. 2d 434, 435 n. 1 (Fla. 4th DCA 1997).

. Section 733.702 stales that no claim "is binding on the estate, on the personal representative, or on any beneficiary unless filed within the later of 3 months after the time of the first publication of notice of administration or, as to any creditor required to be served with a copy of the notice of administration, 30 days after the date of service of such copy of the notice on the creditor, even though the personal representative has recognized the claim or demand by paying a part of it or interest on it or otherwise.” Id. § 733.702(1).

.After the court's denial of substitution, M.R. filed a claim in the probate division. M.R. then moved for rehearing of the order denying substitution, but rehearing was denied.


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Citator

Cited By

  • Est. of William R. King v. Loyda King, 67 So. 3d 387 (Fla. 4th DCA 2011)
    …, i.e., the husband died only after entry of the final judgment of dissolution and the trial court expressly retained jurisdiction to enforce the final judgment and the incorporated settlement agreement. Although not a divorce case, M.R. v. A.B.C., 739 So. 2d 118 (Fla. 3d DCA 1999), is instructive. M.R. filed a paternity suit against A.B.C. A settlement was reached and the trial court reserved jurisdiction to enforce its provisions. Thereafter, A.B.C. died and counsel filed a suggestion of death. M.R. filed…
  • Green v. Polukoff (Fla. 4th DCA 2024)

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