In re ESTATE OF John B. CLEEVES, Deceased.
Truda C. JEWETT, Appellant,
v.
SUN BANK/SOUTHWEST, N.A., and Valentina B. Cleeves, As Co-Personal Representatives of Estate of John B. Cleeves, Valentina B. Cleeves, David B. Cleeves, Susan C. Laws, Robert Raskin, Pamela Raskin, Kimberly Raskin, Lynn C. Simard, and Helen C. Fuller, Appellees.
David B. CLEEVES, Appellant,
v.
In re ESTATE OF John B. CLEEVES, Deceased, Appellee.
District Court of Appeal of Florida, Second District.
*1257 Lawrence A. Farese and Cathy S. Reiman of Cummings & Lockwood, Naples, for appellant, Truda C. Jewett.
Theodore L. Tripp, Jr., of Garvin & Tripp, P.A., Fort Myers, for appellant, David B. Cleeves.
Richard V.S. Roosa of Aloia, Dudley, Roosa, Cottrell, Sutton & McIver, Cape Coral, for appellees, Sun Bank/Southwest, N.A.
Valentina B. Cleeves; Gerald W. Pierce of Henderson, Franklin, Starnes & Holt, P.A., Fort Myers, for appellee, Valentina B. Cleeves, Individually.
PER CURIAM.
Truda C. Jewett and David B. Cleeves, the adult children of the decedent, John B. Cleeves, each appeal a trial court order which held that an undivided one-half interest in the decedent's homestead property passed to the surviving spouse, Valentina B. Cleeves, under the decedent's will and that the remaining undivided one-half interest descended in accordance with the provisions of section 732.401, Florida Statutes (1985). The appeals were consolidated for consideration by this court. We reverse that portion of the trial court's order which allowed an undivided one-half interest in the homestead property to pass to the surviving spouse under the decedent's will.
When the decedent died on May 28, 1985, he was survived by his wife, five adult children, and three adult grandchildren who are the children of a predeceased daughter. Article III of the decedent's will provided, "I give, devise and bequeath all real property and tangible personal property, *1258 equally to my son, DAVID B. CLEEVES, per stirpes, and my wife, VALENTINA B. CLEEVES, if she survives me, to be held as tenants in common."[1] The decedent owned certain real property upon which he resided with his wife at the time of his death. The copersonal representatives, Valentina B. Cleeves and Sun Bank/Southwest, N.A., petitioned the court for an order determining that the subject property did not constitute the homestead of the decedent and that upon decedent's death it became a probate asset and descended according to the above provision of the decedent's will.
The court found that the property did constitute the homestead of the decedent within the meaning of article X, section 4 of the Florida Constitution and that, therefore, only the undivided one-half interest devised to Valentina B. Cleeves, the surviving spouse, passed under article III of the will. The court further found that article III of the decedent's will was ineffective to pass the remaining one-half interest in the homestead property to David B. Cleeves and that, therefore, section 732.401 applied to that one-half so that the surviving spouse took a life estate in that half with a vested remainder in the lineal descendants in being at the time of the decedent's death, namely the decedent's five adult children and his three adult grandchildren. This timely appeal followed.
Appellant, Truda C. Jewett, contends that under Florida law, the decedent's attempt to devise the homestead property in equal shares to his wife and son is invalid. We agree.
Article X, section 4(c) of the Florida Constitution and section 732.4015, Florida Statutes (1985) provide that homestead property shall not be subject to devise if the owner is survived by spouse or minor child, except the homestead may be devised to the spouse if the owner is not survived by any minor children. The apparent purpose of the constitutional and statutory prohibition against and limitation on devise of the homestead is to protect those legally dependent on the decedent because of a family relationship. See In re Estate of Deem v. Shinn,
The Florida Supreme Court held in In re Estate of Finch,
As a title in fee simple is the highest quality of estate in land known to law, see State ex rel. Ervin v. Jacksonville Expressway Authority,
Furthermore, the distinguishing feature of a tenancy in common is unity of possession.[2]Andrews v. Andrews,
Appellant, David B. Cleeves, argues that the surviving spouse's petition as copersonal representative for an order to include the subject property as a probate asset and not homestead property evidenced her intent to allow the property to pass under the decedent's will, thereby waiving and relinquishing her constitutional and statutory claims to the homestead property. We disagree.
Although the courts do not favor a release of homestead rights, we realize that homestead rights may be legally dealt with by a surviving spouse in whom the rights have vested. Youngelson v. Estate of Youngelson,
*1260 Because we find that the decedent's attempted devise of the undivided one-half interest to his surviving spouse as well as the attempted devise of a comparable interest to his son is contrary to the constitutional and statutory homestead provisions as well as the supreme court's holding in Finch, the property must descend in accordance with the provisions of section 732.401(1). Accordingly, the surviving spouse, Valentina B. Cleeves, should take a life estate in the entire homestead with a vested remainder to the lineal descendants in being at the time of the decedent's death, i.e., the decedent's five adult children and his three adult grandchildren who are the children of a predeceased daughter.
Affirmed in part, reversed in part, and remanded for proceedings consistent herewith.
SCHEB, A.C.J., and CAMPBELL and SCHOONOVER, JJ., concur.
NOTES
Notes
[1] The residuary clause of decedent's will devised the rest, residue and remainder of decedent's property, real and personal, to his trustee Sun Bank/Sunwest National Association, to be held in trust.
[2] By unity of possession we do not necessarily mean actual possession. For instance, following a divorce the court may award exclusive possession of the marital home held as tenants in common to one of the parties for a specified period and allocate responsibilities for upkeep, insurance, and the like without altering the parties' interest in the marital home as tenants in common.
