RACHELLE LORETO KAVANAUGH
v.
DIANE M. THOMAS, AS PERSONAL REPRESENTATIVE OF THE ESTATE OF CHRISTOPHER SCOTT KAVANAUGH

Fla. 5th DCA | 2024-07-12
No. 2023-2032
Serrano, J., Soud, J., Lambert, J., Eisnaugle, J.
2024 FL 8469 Florida District Court of Appeal, Fifth District (2024)

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.


Holding

A surviving spouse, as the statutorily preferred person to serve as personal representative of an intestate estate, must be appointed unless the record demonstrates she is disqualified or otherwise unfit to serve.


Headnotes

[1] In an intestate estate, the surviving spouse is the statutorily preferred person to be appointed personal representative, and a trial court may decline to appoint the pre…

Previewing 1 of 1 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

“a party having preference and who is not disqualified by the statute does not have an absolute right to the appointment”

The court explained the nature of statutory preference in personal representative appointments, citing DeVaughn v. DeVaughn.

Facts & Procedural History

Christopher Scott Kavanaugh died intestate in August 2021. The trial court appointed his mother, Diane Thomas, as personal representative instead of h…

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
Eisnaugle

FIFTH DISTRICT COURT OF APPEAL

STATE OF FLORIDA

_____________________________ Case No. 5D2023-2032 LT Case No. 2022-CP-46817 _____________________________ RACHELLE LORETO KAVANAUGH, Appellant, v. DIANE M. THOMAS, as Personal Representative of the Estate of Christopher Scott Kavanaugh, Appellee. _____________________________ On appeal from the Circuit Court for Brevard County. Christina Serrano, Judge. Brice Zoecklein, of Zoecklein Law, PA, Brandon, for Appellant. David Lee Ham, Jr., of The Law Offices of David Lee Ham, Jr., PA, Jacksonville, for Appellee. July 12, 2024

SOUD, J.

Appellant Rachelle Kavanaugh, the wife of decedent Christopher Scott Kavanaugh, appeals the trial court’s order appointing the decedent’s mother, Appellee Diane Thomas, as personal representative of the decedent’s estate. We reverse because Appellant, as the surviving spouse, is the statutorily

1.

The surviving spouse.

2.

The person selected by a majority in interest of the heirs.

3.

The heir nearest in degree. If more than one applies, the court may select the one best qualified. § 733.301(1)(b)1.–3., Fla. Stat. (2022) (emphasis added). Consistent with the plain language of the statute, which declares the “preference” courts are obliged to follow,1 we have recognized “that a party having preference and who is not disqualified by the statute does not have an absolute right to the appointment.” DeVaughn v. DeVaughn, 840 So. 2d 1128, 1133 (Fla. 5th DCA 2003) (emphasis added) (citing In re Est. of Snyder, 333 So. 2d 519, 520 (Fla. 2d DCA 1976)). Trial courts are vested with the “inherent authority to consider a person’s character, ability, 1 Black’s Law Dictionary defines “preference” as: “The favoring of one person or thing over another[;] . . . The quality, state, or condition of treating some persons or things more advantageously than others.” Preference, BLACK’S

LAW

DICTIONARY (11th ed. 2019).

Footnotes
2 preferred person to be appointed personal representative and the record fails to demonstrate she is disqualified or otherwise unfit to serve. The decedent died intestate in August 2021. Thus, the Florida Probate Code governs the appointment of the personal representative in this case. The Code provides in part: In granting letters of administration, the following order of preference shall be observed: . . . In intestate estates:
3 and experience to serve as personal representative.” Id. (citing Padgett v. Est. of Gilbert, 676 So. 2d 440, 443 (Fla. 1st DCA 1996)). However, a trial court may properly decline to appoint the statutorily preferred person only when the record demonstrates that person “is not fit to be appointed” because that individual “lacks the necessary qualities and characteristics” to serve as personal representative. See id. (internal quotations omitted). Absent this finding, supported by the record, a trial court must follow the dictates of the statute. In the case before us, the record simply fails to demonstrate that the wife—who may be the only heir at law—is disqualified2 or otherwise unfit to serve. There is an insufficient basis to conclude the wife does not possess the qualities and characteristics to serve as the personal representative or that she otherwise lacks the requisite “character, ability and experience” to do so. DeVaughn, 840 So. 2d at 1133. Therefore, the trial court erred in declining to appoint the wife as personal representative. Accordingly, this case is REVERSED AND REMANDED to the trial court for entry of an order (i) vacating the appointment of Diane Thomas as personal representative and (ii) appointing the wife Rachelle Kavanaugh as the personal representative of the decedent estate. It is so ordered. LAMBERT and EISNAUGLE, JJ., concur. 2 See § 733.303, Fla. Stat.
4 _____________________________ Not final until disposition of any timely and authorized motion under Fla. R. App. P. 9.330 or 9.331. _____________________________

Cases With Similar Vibessemantic neighbors from the corpus


Citator

Authorities Cited

Full citator, related cases, and AI research tools

Open in FLexlaw