IN RE THE ESTATE OF FRANCIS P. MURPHY, JR., DECEASED. JESSIE SMITH MURPHY, APPELLANT,
v.
ANTHONY V. PACE, JR., AND BROWARD NATIONAL BANK OF FORT LAUDERDALE, CO-EXECUTORS OF THE ESTATE OF FRANCIS P. MURPHY, JR., DECEASED, APPELLEES

Fla. 4th DCA | 1976-08-27
Nos. 75-1146, 75-1315
MELVIN, WOODROW M., Sr., Associate Judge, concurs., WALDEN, J., dissents, without opinion.
336 So. 2d 697 Florida District Court of Appeal, Fourth District (1976) Caution
Cited by 21 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

The appellate court reversed the trial court's order directing the widow to turn over funds to the estate, finding that the deceased attorney's instructions regarding cashier's checks created a valid gift inter vivos.


Holding

The court held that the deceased attorney's instructions to the bank, coupled with the subsequent actions, constituted a valid gift inter vivos to his wife, and therefore the funds should not be returned to the estate.


Headnotes

[1] A trial court's award of attorney's fees for services rendered to an estate will be affirmed if supported by adequate competent evidence, including expert testimony on th…

[2] Removal of a personal representative is a discretionary act by the trial court, and removal is not mandatory unless there is a tangible and substantial reason to believe…

Previewing 2 of 4 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

Facts & Procedural History

An attorney, two days before his death, instructed his bank to issue cashier's checks from a client fee, payable to himself or his wife, or solely to …

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
DOWNEY, Judge.

DOWNEY, Judge.

Appellant, the sole beneficiary of the Estate of Francis P. Murphy, Jr., seeks review of an order of the circuit court awarding a partial allowance of attorney’s fees to Anthony V. Pace, Jr., (attorney for the estate) and denying appellant’s petition to remove Mr. Pace as one of the co-executors of the estate.

It appears that Mr. Pace had represented Doctor Francis P. Murphy, Jr., and appellant for some years prior to the doctor’s death. At the doctor’s request Mr. Pace had prepared the doctor’s last will and testament, which included a provision naming Mr. Pace as one of the co-executors. Things went along smoothly for many months during the administration of the estate until Mr. Pace obtained an order allowing him a partial attorney’s fee of $30,000. Appellant eventually filed a petition to vacate said order and to remove Mr. Pace as one of the co-executors. After a full blown trial of all the issues raised by said petition the court made a partial allowance of attorney’s fees of $45,000 and refused to remove Mr. Pace as a co-executor. The value of the services to the estate was vigorously contested by appellant. However, the record contains adequate competent evidence to support the trial court’s finding that the services rendered were services as an attorney for the benefit of the estate and that the value of said services based upon expert testimony was $45,000. Accordingly, we would be substituting our judgment for that of the trial court if we refused to accord that finding the presumption of correctness to which it is entitled.

The more difficult question is the validity of the order refusing to remove Mr. Pace as co-executor. The thrust of the petition vis a vis removal is that Mr. Pace failed to file accountings timely; Mr. Pace had obtained an order allowing a partial attorney’s fee without notice; and that appellant had become disenchanted with Mr. Pace. All of these contentions were thoroughly aired before the trial judge.

True the accounting in question was not timely filed. However the responsibility for the lack of timely filing must be shared by Pace’s co-executor. Furthermore, the accountings were eventually filed and no prejudice or harm to the estate resulting from the late filing has been shown. Removal of a personal representative pursuant to Section 733.504 Florida Statutes (1975) (formerly Section 734.11) involves the exercise of the trial court’s discretion. In re Estate of Anders, 209 So. 2d 269 (Fla. 1st DCA 1968), and Kolb v. Levy, 104 So. 2d 874 (Fla. 3d DCA 1958). As the court stated in the Anders case:

“. . .if the present petition sought the removal of a personal representative instead of the latter’s attorney, we would feel constrained to hold that the county judge’s court would have a ‘wide discretion’ in such removal proceedings and is not obliged to order removal ‘unless there is some tangible and substantial reason to believe that damage will otherwise accrue to the estate.’ ”

With regard to appellant’s disenchantment with Mr. Pace as a co-executor, at first blush it might seem that if the sole beneficiary wants a change in personal representatives, no one may complain. But that conclusion does not necessarily follow. It must be remembered we are dealing here with an executor appointed by the decedent in his will, not an administrator appointed by the court. As the court pointed out in In re Estate of Beichner, 432 Pa. 150, 247 A. 2d 779, 781 (1968):

“ ‘A testator has, as a property right, the privilege and power to place the management of his estate in a selected person as a condition of his bounty.’ ”

The removal of a personal representative chosen by the deceased is a drastic action and should only be resorted to when the administration of the estate is endangered. In re Estate of Beiehner, supra. The mere fact that a certain hostility has arisen between a beneficiary and the executor absent some showing of wrongdoing on the part of the executor or other factors which will prejudice the administration does not warrant such drastic action as removal. In re Estate of Beichner, supra; In re Hartt’s Estate, 75 Wyo. 305, 295 P. 2d 985 (1956). Our close examination of the testimony in this case leads us to the conclusion that the trial court could well find that there was no showing that the administration would be prejudiced or endangered by Mr. Pace’s continuing to act pursuant to his nomination by the decedent as a coexecutor. We must also keep in mind that the administration of this estate remains under the continuing jurisdiction of the court, and should reason arise for removal in the future the court may entertain another petition for removal.

Accordingly, we find the issues on this appeal involved an exercise of the trial court’s discretion and no abuse thereof has been shown. The order appealed from is affirmed.

MELVIN, WOODROW M., Sr., Associate Judge, concurs.

WALDEN, J., dissents, without opinion.


Cases With Similar Vibessemantic neighbors from the corpus


Citator

Cited By

  • Pontrello v. Est. OF Kenneth C. Kepler, 528 So. 2d 441 (Fla. 2d DCA 1988)
    …person nominated in the will, [*443] unless such a person is expressly disqualified or such discretion is granted by statute. North; Estate of Kenton. See also, Dutcher v. Estate of Dutcher, 437 So. 2d 788 (Fla. 2d DCA 1983); In re Estate of Murphy, 336 So. 2d 697 (Fla. 4th DCA 1976); In re Estate of Jose, 164 So. 2d 888 (Fla. 2d DCA 1964); § 733.301, Fla.Stat. (1985); 31 Am.Jur.2d Executors and Administrators § 46 (1967); Annotation, Power of Court to Refuse Letters Testamentary to One Named in Will as Execu…
    1 / 2
  • Blechman v. Dely, 138 So. 3d 1110 (Fla. 4th DCA 2014)
    …e for “[fjailure to comply with any order of the court.” “The removal of a personal representative chosen by the deceased is a drastic action and should only be resorted to when the administration of the estate is endangered.” In re Murphy’s Estate, 336 So. 2d 697, 699 (Fla. 4th DCA 1976). Florida Probate Rule 5.440 sets forth the procedures that must be followed for removal of a personal representative. It provides, in pertinent part: (a) Commencement of Proceeding. The court on its own motion may re [*1115…
  • …if the personal representative is no longer qualified under part III of this chapter. Generally, removal of a trustee should be predicated upon a clear showing of abuse or wrongdoing in the actual administration of the trust. In re Murphy’s Estate, 336 So. 2d 697, 699 (Fla. 4th DCA 1976) (minimal mismanagement or hostility with beneficiary insufficient to warrant removal of personal representative). Hostility or tension between a trustee and potential beneficiaries of the trust does not by itself constitute…

Previewing 3 of 9 citing cases — full citator treatment, depth of discussion, and citing context are member features.

Join FLexlaw to unlock all legal intelligence

Authorities Cited

Full citator, related cases, and AI research tools

Open in FLexlaw