IN RE ESTATE OF WILL PAUL BATEMAN, DECEASED
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The Third District Court of Appeal affirmed dismissal of a petition to reopen an estate administration filed by a cousin-legatee seeking to claim a $5,000 bequest and watches that had lapsed due to his failure to claim them in writing within eight months of the testator's death, as required by the will's terms.
The court held that Section 734.23, which bars suits against a personal representative unless commenced within one year of discharge, applies to this case and Section 734.26 does not. Additionally, the bequest properly lapsed because the testator clearly imposed a valid condition precedent requiring written claim within eight months, which must be strictly performed, and the appellant failed to demonstrate that the executor lacked reasonable diligence in locating him.
[1] A testamentary bequest conditioned upon written claim to the executor within a specified period lapses if the condition is not strictly performed.
[2] A statute barring suits against a personal representative unless commenced within one year from discharge is applicable even when the personal representative acted withou…
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Join FLexlaw to unlock all legal intelligence“Section 734.23 bars suits against a personal representative unless commenced within one year from the date of discharge.”
Establishes the applicable statute of limitations for claims against estate personal representatives.
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Join FLexlaw to unlock all legal intelligenceWill Paul Bateman's will bequeathed $5,000 in cash and certain watches to the appellant (a cousin), conditioned upon a written claim to the executor w…
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HENDRY, Judge.
On February 2, 1971, the appellant filed in the trial court a petition to re-open the administration of the Estate of Will Paul Bateman. Appellant is a cousin of the decedent, and he seeks to claim a .legacy under the will of $5,000 in cash and certain watches. However, the terms of the will provided that the bequest, if the same were not claimed in writing from the executor within eight months of the testator’s death, would lapse.
On March 4, 1966, the executor of the estate was discharged, and no timely claim for the bequest had been made. Therefore, the bequest lapsed and became a part of the residuary estate which in turn became part of the corpus of a testamentary trust established by the testator. The trustees, appellees H. N. Boureau and the First National Bank of Miami, filed a motion to dismiss 'the' petition for reopening which the trial court granted, and dismissed the petition with prejudice.
Appellant raises two points on appeal: (1) the petition for re-opening was proper under Fla.Stat. § 734.26, F.S.A., and Fla. Stat. § 734.23, F.S.A., is not applicable to this case; and (2) the bequest did not lapse by virtue of appellant’s failure to comply with the condition stated in the will because the executor did not exercise reasonable diligence to locate him.
With respect to appellant’s first point, we hold that Section 734.23 is applicable in this case, and Section 734.26 is not. The latter statute is clearly applicable to situations wherein newly discovered property is involved or “if it becomes necessary or proper for any cause that further administration of the estate be had.” See In re Sackett’s Estate, Fla.App.1965, 171 So. 2d 906.
Section 734.23 bars suits against a personal representative unless commenced within one year from the date of discharge. This section is not an absolute bar to a suit filed after the one year period, for example in a situation where the personal representative has exercised fraud. Karpo v. Deitsch, Fla.App.1967, 196 So. 2d 180. However, we do not accept the appellant’s narrow interpretation that the statute is intended only to limit the liability of a personal representative, and is inapplicable in the instant case. Appellant concedes that the executor acted neither fraudulently nor dishonestly in the cause sub judice, but only that he “failed to make reasonably diligent efforts to locate” the appellant so that he could comply with the condition in the will.
The executor, also Mr. Boureau, served over two years until administration of the estate was completed. There is an indication that he did in fact make efforts to locate the appellant during the eight months period. It was then almost another five years before the petition to re-open was filed. Under these circumstances, even if Section 734.26 were applicable, we do not think it was “necessary or proper” that the administration of the estate be reopened.
Appellant’s second point that the bequest did not lapse also must fail. The testator clearly made the bequest conditional upon a claim in writing to the executor within eight months of the testator’s death. It is axiomatic that the testator could attach any lawful condition he wished to a gift. See 35 Fla.Jur., Wills § 345. When a testamentary gift is subject to a valid condition precedent, the condition must be strictly performed. 35 Fla.Jur., Wills § 346. No doubt there are situations where an executor is under a duty to notify a legatee of a condition imposed by a testator, but the facts of this case (where the legatee was not seen nor heard from for over seven years) fail to demonstrate that it was the executor who did not exercise reasonable dilgence.
Therefore, for the reasons stated and upon the authorities cited, the order appealed is affirmed.
Affirmed.
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VAN Dusen v. Se. First Nat'l Bank OF Miami, 478 So. 2d 82 (Fla. 3d DCA 1985)…lute bar to suits filed after the discharge of a personal representative. See Karpo v. Deitsch, 196 So. 2d 180 (Fla. 3d DCA 1967) (construing section 734.23, Florida Statutes, the predecessor to section 733.901(5)); see also In re Estate of Bateman, 290 So. 2d 528, 530 (Fla. 3d DCA 1974) (same). In Karpo, heirs of the decedent charged the administratrix with concealing from them the true worth of the estate and from the probate court the fact that they were the decedent’s heirs-at-law. On appeal, the adminis…
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In re The Est. OF Herman H. Killinger, 448 So. 2d 1187 (Fla. 2d DCA 1984)…ces involving property in the estate having not been distributed. Cf. In re Estate of Sackett, 171 So. 2d 906 (Fla. 1st DCA 1965). We do not believe the later discovery of a will makes it “necessary” to reopen administration. Cf. Minto v. Heischman, 290 So. 2d 528 (Fla. 2d DCA 1974); In re Estate of Jackson, 236 So. 2d 475 (Fla. 4th DCA 1970). Accordingly, we cannot find error by the trial court. We affirm the order denying the petition to revoke administration of decedent’s estate. While the justice of this…
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The Wooster Sch. Corp. v. Hammerer, 410 So. 2d 524 (Fla. 4th DCA 1982)…perform a condition of a legacy or devise, which failure results from impossibility of performance. We know that generally speaking, where a testamentary gift is subject to a valid condition, performance thereof is required. In Re Estate of Bateman, 290 So. 2d 528 (Fla. 3rd DCA 1974). In some instances the courts have held that impossibility of performance will not excuse failure of a devisee to comply with a condition in a will. In Re Estate of Bateman, supra; Guilliams v. First National Bank of Leesburg, 22…
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Join FLexlaw to unlock all legal intelligenceAuthorities Cited
- Karpo v. Deitsch, 196 So. 2d 180 (Fla. 3d DCA 1967)
- In re Est. of Gertrude K. Sackett, 171 So. 2d 906 (Fla. 1st DCA 1965)
- Mandina v. Davidson, 171 So. 2d 906 (Fla. 3d DCA 1965)