IN THE MATTER OF ESTATE OF THOMAS J. MCGINTY, DECEASED

Fla. | 1971-12-01
Nos. 41194; County Judge’s Court No. 29965
ROBERTS, C. J., and ERVIN, CARLTON, McCAIN and DEKLE, JJ., concur., ADKINS, J., dissents with opinion.
258 So. 2d 450 Florida Supreme Court (1971) Caution
Cited by 22 cases

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Synopsis

This case addresses whether a Florida statute restricting homestead devises to situations where the owner is survived by lineal descendants was repealed by the 1968 Florida Constitution's narrower requirement of surviving minor children. The Court held that the 1968 Constitution's minority requirement controls, allowing a widower to devise his homestead to his adult daughter.


Holding

The 1968 Florida Constitution's requirement of surviving minor children controls and repeals the inconsistent statutory provision regarding lineal descendants. Because McGinty's surviving children were all adults over twenty-one, his devise of his homestead residence to his daughter is valid.


Headnotes

[1] A homestead is not subject to devise if the owner is survived by a spouse or minor child, as required by the Florida Constitution.

[2] A statutory provision that is inconsistent with a later constitutional provision is repealed by the Constitution.

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Key Quotes

“The class of persons designated as "minor children" is substantially different from and inconsistent with, "lineal descendants." We hold, therefore, that the requirements of Article X, § 4 of our present Constitution, adopted in 1968, controls and repeals the inconsistent provision of Florida Statutes § 731.05(1).”

Establishes that the 1968 Constitution's minority requirement supersedes the statute's broader lineal descendants language

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Facts & Procedural History

Thomas J. McGinty, a widower, died owning a homestead residence in Palm Beach County, Florida. He devised the property to his daughter, Patricia Ann M…

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Opinion of the Court
BOYD, Justice.

BOYD, Justice.

This cause is before us on appeal from the County Judge’s Court, Palm Beach County. The judgment sought to be reviewed directly passes on the validity of a Florida Statute, giving this Court jurisdiction of the cause under § 4, Article V, of the Florida Constitution, F.S.A.

The basic issue presented is whether the purported devise by Thomas J. McGinty, deceased, of his residence in Palm Beach County, Florida, to his daughter, Patricia, is valid. The trial court held that the property was homestead and not subject to devise because the decedent was survived by lineal descendants. In reaching this result, the trial court held that the provisions of § 4(c), Article X, of the Florida Constitution, that a homestead is not subject to devise “if the owner is survived by spouse or minor child," 1 (e. s.) was not in conflict and did not repeal Florida Statutes § 731.05(1), F.S.A., which provides:

“Any property, real or personal, held by any title, legal or equitable, with or without actual seisin, may be devised or bequeathed by will; provided, however, that whenever a person who is head of a family, residing in this state and having a homestead therein, dies and leaves either a widow or lineal descendants, or both surviving him, the homestead shall not be the subject of devise, but shall descend as otherwise provided in this law for the descent of homesteads.” (e. s.)

The foregoing statute has remained substantially unchanged since 1933.2

The Constitution of Florida, as adopted in 1968, adds the requirement of minority as regards the surviving children of a deceased homestead owner. The Constitution of 1885, § 4, Article X, in effect at the time Florida Statutes § 731.05(1), F.S.A. was adopted simply provided:

“Nothing in this Article shall be construed to prevent the holder of a homestead from alienating his or her homestead so exempted by deed or mortgage duly executed by himself or herself, and by husband and wife, if such relation exists; nor if the holder be without children to prevent him or her from disposing of his or her homestead by will in a manner prescribed by lazv.’’ (e. s.)

The class of persons designated as “minor children” is substantially different from and inconsistent with, “lineal descendants.” We hold, therefore, that the requirements of Article X, § 4 of our present Constitution, adopted in 1968, controls and repeals the inconsistent provision of Florida Statutes § 731.05(1). The restraint on the right of an individual to devise his property at death should not be extended beyond that expressly allowed by the Constitution.

In the instant case, the four children of Thomas J. McGinty, widower, who survived him were not minors. All were over twenty-one years of age at the time of McGinty’s death.' We hold, therefore, that McGinty’s devise of his residence to his daughter, Patricia Ann McGinty, is valid. Because of our decision on this controlling point, it is unnecessary to consider the correctness of the trial court’s findings regarding the dependency of the testator’s adult children and the contiguous nature of the property in question.

Accordingly, the judgment of the trial court is reversed and the cause remanded for further proceedings consistent herewith.

It is so ordered.

*452ROBERTS, C. J., and ERVIN, CARLTON, McCAIN and DEKLE, JJ., concur.

ADKINS, J., dissents with opinion.

ADKINS, Justice

(dissenting-) :

I must respectfully dissent.

The majority opinion takes the position that a restraint on the right of an individual to devise his property at death should not be extended beyond that expressly allowed, by the Constitution.

It is well settled that the State Constitution is not a grant of power but a limitation upon power. Unless legislation duly passed be clearly contrary to some express or implied prohibition contained in the Constitution, the courts have no authority to pronounce it invalid. Harry E. Prettyman, Inc. v. Florida Real Estate Commission, 92 Fla. 515, 109 So. 442 (1926); State ex rel. Jones v. Wiseheart, 245 So.2d 849 (Fla.1971).

The right to inherit is controlled by legislative fiat, and devolution is a matter of legislative discretion. It is the sole province of the Legislature to designate heirs and to infuse inheritable blood into those who are to inherit the property of a decedent. See 10 Fla.Jur., Descent and Distribution, § 11, p. 243, citing Christopher v. Mungen, 61 Fla. 513, 55 So. 273, reh. den. 61 Fla. 534, 55 So. 281 (1911); Coral Gables First National Bank v. Hart, 155 Fla. 482, 20 So.2d 647 (1945). See also 7 F.L.P., Descent and Distribution, § 3, p. 520.

The Legislature is empowered to determine the law of succession as long as such laws are not in conflict with the Constitution and additional legislative restrictions should be held valid. In other words, the Legislature may prescribe any method for succession of homestead or devise of homestead subject only to the prohibition that a homestead is not subject to devise “if the owner is survived by spouse or minor child.” This provision is not in conflict with Fla. Stat. § 731.05(1).

The majority opinion can be justified only if we overlook the basic principle that the Constitution is a limitation upon power, not a grant of power.

Dissent
ADKINS, Justice

ADKINS, Justice

(dissenting-) :

I must respectfully dissent.

The majority opinion takes the position that a restraint on the right of an individual to devise his property at death should not be extended beyond that expressly allowed, by the Constitution.

It is well settled that the State Constitution is not a grant of power but a limitation upon power. Unless legislation duly passed be clearly contrary to some express or implied prohibition contained in the Constitution, the courts have no authority to pronounce it invalid. Harry E. Prettyman, Inc. v. Florida Real Estate Commission, 92 Fla. 515, 109 So. 442 (1926); State ex rel. Jones v. Wiseheart, 245 So. 2d 849 (Fla.1971).

The right to inherit is controlled by legislative fiat, and devolution is a matter of legislative discretion. It is the sole province of the Legislature to designate heirs and to infuse inheritable blood into those who are to inherit the property of a decedent. See 10 Fla.Jur., Descent and Distribution, § 11, p. 243, citing Christopher v. Mungen, 61 Fla. 513, 55 So. 273, reh. den. 61 Fla. 534, 55 So. 281 (1911); Coral Gables First National Bank v. Hart, 155 Fla. 482, 20 So. 2d 647 (1945). See also 7 F.L.P., Descent and Distribution, § 3, p. 520.

The Legislature is empowered to determine the law of succession as long as such laws are not in conflict with the Constitution and additional legislative restrictions should be held valid. In other words, the Legislature may prescribe any method for succession of homestead or devise of homestead subject only to the prohibition that a homestead is not subject to devise “if the owner is survived by spouse or minor child.” This provision is not in conflict with Fla. Stat. § 731.05(1).

The majority opinion can be justified only if we overlook the basic principle that the Constitution is a limitation upon power, not a grant of power.


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Cited By

  • City Nat'l Bank OF Fla. v. Tescher, 578 So. 2d 701 (Fla. 1991)
    …v. First Union Nat'l Bank, 564 So. 2d 634, 636 (Fla. 5th DCA 1990). Moreover, the restraint on the right of an individual to devise property at death should not be extended beyond that expressly allowed by the constitution. In re Estate of McGinty, 258 So. 2d 450 (Fla.1971). Thus, only the decedent’s husband falls within the class which the constitution intended to protect, and only the husband was entitled to the protection of article X, section 4(c). Although the decedent’s husband was physically alive at…
  • In re the Est. of Frank C. Deem v. Shinn, 297 So. 2d 611 (Fla. 4th DCA 1974)
    …f married, may by deed transfer the title to an estate by the entirety with the spouse. If the owner or spouse is incompetent, the method of alienation or encumbrance shall be as provided by law.” (Emphasis supplied.) . See In re Estate of McGinty, 258 So. 2d 450 (Fla.1971) in which the constitutional provision disallowing homestead devise if the owner were survived by a widow or minor child was considered to be an exclusive statement and not enlarged by the provision in F.S. 731.05, F.S.A., disallowing home…
  • In re Est. of James McCARTNEY, 299 So. 2d 5 (Fla. 1974)
    …emanded for further proceedings consistent herewith. It is so ordered. ERVIN, McCAIN and OVERTON, JJ„ concur. ADKINS, C. J., dissents. . Article V, Section 3(b)(3), Florida Constitution; Foley v. Weaver Drugs, Inc., 177 So. 2d 221 (Fla.1965). . 258 So. 2d 450 (Fla.1972). . “Any property, real or personal, held by any title, legal or equitable, with or without actual seisin, may be devised or bequeathed by will; provided, however, that whenever a person who is head of a family, residing in this state and…

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