IN RE THE ESTATE OF EDWARD C. ENDRES, DECEASED

Fla. 4th DCA | 1977-04-15
No. 76-1028
CROSS, J., concurs., ALDERMAN, J., dissents, with opinion.
345 So. 2d 793 Florida District Court of Appeal, Fourth District (1977)

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Synopsis

This is a will contest case involving the devolution of homestead property under Florida law. The court held that homestead property cannot be devised if the owner is survived by a spouse, and therefore passes by intestate succession to lineal descendants subject to a life estate in the surviving spouse.


Holding

The court held that homestead property cannot be devised if the owner is survived by a spouse, and upon the owner's death, the property vests in the lineal descendants subject to a life estate in the surviving spouse. Once vested, these property rights cannot be divested by statutory re-enactment, constitutional change, or court decision.


Headnotes

[1] A homestead devised in a will is subject to intestate succession when the owner is survived by a spouse, pursuant to the 1968 Florida Constitution.

[2] Upon the death of a decedent survived by a spouse, lineal descendants acquire vested property rights in the homestead, subject to a life estate in the surviving spouse.

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Key Quotes

“the homestead shall not be subject to devise if the owner is survived by spouse or minor children”

This quote from the 1968 Florida Constitution, Article X, Section 4(c), is the controlling law that prevented Endres from devising his homestead property.

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Facts & Procedural History

Edward Endres died on March 29, 1971, leaving a widow and two grandchildren. His will attempted to devise his homestead property to his widow. At the …

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Opinion of the Court
DAUKSCH, Judge.

DAUKSCH, Judge.

This is a will contest case.

The essential facts are that Edward En-dres died on March 29, 1971 leaving a widow and two grandchildren. In his will he devised his homestead to his widow in violation of the 1968 Florida Constitution which was the controlling law at the time of the death of Mr. Endres. Article X, Section 4(c), Florida Constitution stated “the homestead shall not be subject to devise if the owner is survived by spouse or minor children.” Since the Constitution stated that the homestead was not subject to devise it passed by intestate succession. Since the property was homestead there were certain rights which vested in the grandchildren of the decedent simultaneously with the death of Mr. Endres which rights were a fee simple absolute ownership of the property subject to a life estate in the widow. This was provided by the then existing Section 731.27, Florida Statutes (1971) which effectively vested in the lineal descendants the title. No statutory re-enactment or constitutional change or amendment or decision of the court can change the fact that upon the death of Mr. Endres the property was vested in the lineal descendants subject only to a life estate in the widow. Unfortunately, this decision is in conflict with the decision of our Supreme Court, In Re: Estate of McCartney, 299 So. 2d 5 (Fla.1974). We are ever mindful of the admonitions in Hoffman v. Jones, 280 So. 2d 431 (Fla.1973) but we are compelled by our determination that the vested property rights cannot be divested as we mentioned above. The Order of the trial court determining the homestead property to be subject to devise is reversed and this cause is remanded for further proceedings not inconsistent herewith.

REVERSED and REMANDED.

CROSS, J., concurs.

ALDERMAN, J., dissents, with opinion.

Dissent
ALDERMAN, Judge,

ALDERMAN, Judge,

dissenting:

I think the decision of the Supreme Court in In re Estate of McCartney, 299 So. 2d 5 (Fla.1974), is controlling. It is directly on point and cannot be distinguished. In McCartney, the Supreme Court held that under Article X, Section 4 of the Florida Constitution as adopted in 1968, a testator could properly devise homestead property to his surviving spouse, in absence of a minor child, and was not restricted to devising a life estate to his spouse with a vested remainder in his adult children. Right or wrong, this is the Supreme Court’s interpretation of this section of the constitution. Even if we think the Supreme Court was wrong in this instance, we do not have the right to overrule its precedent. Hoffman v. Jones, 280 So. 2d 431 (Fla.1973).

I would affirm.


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