JO ELLEN PHILLIPS, APPELLANT,
v.
THE ESTATE OF MARIE M. HOLZMANN, APPELLEE

Fla. 3d DCA | 1998-11-25
No. 98-765
Before SCHWARTZ, C.J., and GERSTEN and GREEN, JJ.
740 So. 2d 1 Florida District Court of Appeal, Third District (1998) Positive Treatment
Cited by 2 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

Jo Ellen Phillips appeals an order requiring her to return $25,000 received under a will designated for the care of the testator's two dogs. The court affirmed, holding that Phillips received the money as an "honorary trust" for a specific non-charitable purpose that failed when the dogs were euthanized, creating a resulting trust requiring return to the estate.


Holding

The court held that Phillips received the funds as an "honorary trust" for a specific non-charitable purpose. When that purpose became impossible—the dogs were euthanized—the honorary trust failed and a resulting trust arose, requiring Phillips to return the $25,000 to the testator's estate.


Headnotes

[1] A bequest for the care of pets creates an honorary trust, not a true trust, as there is no beneficiary capable of enforcing its terms.

[2] An honorary trust fails and a resulting trust is created for the benefit of the settlor's estate when the designated purpose of the trust becomes impossible to fulfill.

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Key Quotes

“Here, the testator unambiguously directed that the money was for the benefit of her dogs, not the appellant. She, thus, intended to establish an honorary trust.”

Establishes that the will's language evidenced intent to create an honorary trust rather than a personal bequest to the appellant.

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Facts & Procedural History

Marie M. Holzmann's will bequeathed $25,000 to her "beloved friend" Jo Ellen Phillips "for the care and shelter of [her] two dogs, Riley and Shaun." S…

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Opinion of the Court
GERSTEN, J.

GERSTEN, J.

Jo Ellen Phillips (“appellant”) appeals an order requiring her to return $25,-000.00, paid to her under Marie M. Hol-zmann’s (the “testator”) will, to the testator’s estate. We affirm because the appellant received the $25,000.00 in trust for a specific non-charitable purpose and that purpose no longer exists.

In her will, the testator left $25,000.00 to her “beloved friend,” the appellant, “for the care and shelter of [her] two dogs, Riley and Shaun.” Shortly after the testator’s death, however, Riley and Shaun were put to sleep for health reasons. Due to this turn of events, the testator’s parents petitioned to have the $25,000.00 returned to the estate.

The trial court concluded that the appellant received the $25,000.00 as an “honorary trust” and that the honorary trust failed when the dogs were put to sleep. Upon failure, the court determined, the trust became a “resulting trust” for the benefit of the estate’s residual beneficiaries. We agree with the trial court’s analysis.

The polestar in construing any will is to ascertain the intent of the testator. See West v. Francioni, 488 So. 2d 571 (Fla. 3d DCA 1986); Hulsh v. Hulsh, 431 So. 2d 658 (Fla. 3d DCA 1983), review denied, 440 So. 2d 352 (Fla.1983). Here, the testator unambiguously directed that the money was for the benefit of her dogs, not the appellant. She, thus, intended to establish an honorary trust. See In re Searight’s Estate. Dep’t of Taxation of Ohio v. Miller, 87 Ohio App. 417, 95 N.E. 2d 779 (1950); Restatement (Second) of Trusts § 124 cmt. d (1959); John G. Grimsley, Florida Law of Trusts 18-2 (4th ed.1993).

A trust of this sort is not a true trust. See e.g. The Fidelity Title and Trust Co. v. Clyde, 143 Conn. 247, 121 A. 2d 625 (1956). It does not conform to the time-honored requirement that there be a beneficiary capable of enforcing its terms. See The Fidelity Title and Trust Co. v. Clyde, 121 A. 2d at 630. Nonetheless, the American Law Institute takes the position that the transferee has the power to apply the property to the designated purpose, but cannot be compelled to do so. See Restatement (Second) of Trusts § 124 (1959). If the transferee does not apply the property to its designated purpose, she holds it upon a resulting trust for the settlor or the settlor’s estate. See Restatement (Second) of Trusts §§ 124 cmt. b; 418 cmt. b (1959). We adopt the American Law Institute’s position regarding honorary trusts.

Because the testator’s dogs were put to sleep, the appellant/transferee could not apply the $25,000.00 to the designated purpose. A resulting trust was thereby created and the trial court properly ordered the appellant to return the property to the estate. The judgment is affirmed in all respects.

Affirmed.


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Citator

Cited By

  • Bryan v. Dethlefs, 959 So. 2d 314 (Fla. 3d DCA 2007)
    …ssentially one of law only and determinable by entry of summary judgment.”). III. ANALYSIS The polestar of trust or will interpretation is the settlor’s intent. Arellano v. Bisson, 847 So. 2d 998 (Fla. 3d DCA 2003); Phillips v. Estate of Holzmann, 740 So. 2d 1, 2 (Fla. 3d DCA 1998). Intent is ascertained from the four corners of the document through consideration of “all the provisions of the will taken together, rather than from detached portions or any particular form of words. This rule prevails whethe…
  • Cutler v. Cutler, 994 So. 2d 341 (Fla. 3d DCA 2008)
    …iscovered the wording of the will be given such liberal construction and interpretation as will effectuate the intention of the testator so far as may be consistent with established rules of law.”) (citation omitted); Phillips v. Estate of Holzmann, 740 So. 2d 1, 2 (Fla. 3d DCA 1998) (“The polestar in construing any will is to ascertain the intent of the testator.”). In this case, the trust agreement expressly stated that the corpus of the trust, that is, the interests in Edith’s residence and the adjacent…

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