ANDREW J. WERNER, APPELLANT,
v.
ESTATE OF VIVIAN K. MCCLOSKEY A/K/A VIVIAN MARY MCCLOSKEY, APPELLEE
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.
A Florida appellate court reversed a trial court's decision to appoint a daughter as personal representative of an estate instead of the son named as personal representative in the decedent's will. The court held that absent statutory disqualifications, a testator's nominated personal representative must be appointed, and a vague "conflict of interest" concern does not provide legal grounds for denying appointment.
A trial court lacks discretion to refuse appointment of a testator's nominated personal representative unless the person is expressly disqualified under Florida Statutes sections 733.302 and 733.303(1). A conflict of interest is not a statutory ground for disqualification, and no competent substantial evidence supported a finding that Werner had a conflict of interest.
[1] A testator has the right to name the person who shall administer his estate, provided that person is not disqualified by law.
[2] Trial courts are generally without discretion to refuse to appoint the personal representative specified in a will unless that person is expressly disqualified by statute…
Previewing 2 of 5 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“The general rule is that trial courts are without discretion to refuse to appoint the personal representative specified by the testator in the will unless the person is expressly disqualified under the statute or discretion is granted within the statute.”
Establishes the fundamental legal principle that courts must appoint the testator's nominee unless statutory disqualifications exist
Previewing 1 of 3 key quotes on this case — the court’s exact language, pinpointed for members.
Join FLexlaw to unlock all legal intelligenceAndrew J. Werner was named as personal representative in his late mother Vivian K. McCloskey's will, with his sister Ann Niznik named as alternate. Th…
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.
WEBSTER, J.
Appellant, the personal representative named in his late mother’s will, seeks review of a final order denying his request that he be appointed personal representative and, instead, appointing his sister, Ann Niznik, who had been named by their mother as alternate personal representative should appellant be unable to serve. Because we conclude that no legal basis existed for denying appellant’s request, we reverse and remand with directions that the trial court replace Ms. Niznik with appellant.
Section 733.301(l)(a), Florida Statutes (2005), provides that, in testate estates, preference in granting letters of administration must be accorded to “[t]he personal representative ... nominated by the will....” Moreover, “[i]t is a well recognized principle of law that a testator has the right to name the person who shall administer his estate provided such person is not disqualified by law.” Pontrello v. Estate of Kepler, 528 So. 2d 441, 442 (Fla. 2d DCA 1988) (citations omitted). “The general rule is that trial courts are without discretion to refuse to appoint the personal representative specified by the testator in the will unless the person is expressly disqualified under the statute or discretion is granted within the statute.” In re Estate of Miller, 568 So. 2d 487, 489 (Fla. 1st DCA 1990) (citations omitted).
Here, the trial court appointed Ms. Niznik rather than appellant because it concluded that appellant “ha[d] a conflict of interest with the estate” (the precise nature of which was not identified). Nothing in section 733.301(l)(a) purports to vest discretion in the trial courts to disregard the preference there specified, as long as the personal representative nominated by the decedent is statutorily qualified to serve.
Sections 733.302 and 733.303(1), together, set out the qualifications required of one who wishes to serve as a personal representative.
Section 733.302 requires that the person be “sui juris” and “a resident of Florida at the time of the death of the person whose estate is to be administered.” It is undisputed that appellant satisfied these two requirements.
Section 733.303(1) states that one who “[h]as been convicted of a felony,” “[i]s mentally or physically unable to perform the duties,” or “[i]s under the age of 18 years” is not qualified to serve. There is no suggestion that appellant suffers from any of these deficiencies. In short, there is nothing in the relevant provisions of the Florida Probate Code that suggests that a person named in a decedent’s will as personal representative need not be appointed if he or she has a conflict of interest with the estate. We must, of course, give effect to the intent of the legislature as expressed by the words used.
However, even were this not the case, we would reverse because our review of the record reveals no competent substantial evidence from which a trier of fact might conclude that appellant did, in fact, have a conflict of interest at the time he requested appointment.
We note that, to the extent that, on remand, there exists a legitimate concern about whether appellant has a conflict of interest, section 733.504(9), which lists causes for removal of a personal representative once appointed, includes as a ground “Molding or acquiring conflicting or adverse interests against the estate that will or may interfere with the administration of the estate as a whole.”
We reverse the trial court’s appointment of Ms. Niznik, and remand with directions that the trial court substitute appellant as personal representative. REVERSED and REMANDED, with directions.
BENTON and VAN NORTWICK, JJ., concur.
Cases With Similar Vibessemantic neighbors from the corpus
Citator
Cited By
-
Ferral Lee McCORMICK, Jr. v. McCORMICK, 991 So. 2d 437 (Fla. 1st DCA 2008)…in section 733.301(l)(a) purports to vest discretion in the trial courts to disregard the preference there specified, as long as the personal representative nominated by the decedent is statutorily qualified to serve.” Werner v. Estate of McCloskey, 943 So. 2d 1007, 1008 (Fla. 1st DCA 2006). We acknowledge that during the hearing below, counsel for appellee advanced arguments that appellant should not be appointed to act as personal representative due to allegations of certain conduct by appellant after the d…
-
Naftel v. Hightower, 68 So. 3d 368 (Fla. 1st DCA 2011)…utes an appealable order because it effectively disposed of their objections to the appointment and their petition for appointment as personal representative. McCormick v. McCormick, 991 So. 2d 437 (Fla. 1st DCA 2008); Werner v. Estate of McCloskey, 943 So. 2d 1007 (Fla. 1st DCA 2006). While the trial court did not hold a hearing on the objections or counter-petition, the appellants contend that the issuance of letters necessarily terminated their right to challenge the appointment and denied their petition. §…
Authorities Cited
- Pontrello v. Est. OF Kenneth C. Kepler, 528 So. 2d 441 (Fla. 2d DCA 1988)
- In re Est. OF Mallory T. "Pete" Miller v. Miller, 568 So. 2d 487 (Fla. 1st DCA 1990)