Donner's Estate, In re

• Decision Date: 03 October 1978
• Docket Number: 76-2106 and 76-2232,Nos. 76-2091,76-2092,s. 76-2091
• Citation: 364 So.2d 753
• Parties: In re ESTATE of Samuel DONNER, Deceased. Edward David DONNER, Larna Katz Donner, Beatrice Donner, and Ruth Jean Donner, Appellants, v. Paul B. ANTON et al., Appellees.
• Court: Florida District Court of Appeals

Page 753

364 So.2d 753

In re ESTATE of Samuel DONNER, Deceased.

Edward David DONNER, Larna Katz Donner, Beatrice Donner, and Ruth Jean Donner, Appellants, v. Paul B. ANTON et al., Appellees.

Nos. 76-2091, 76-2092, 76-2106 and 76-2232.

District Court of Appeal of Florida, Third District.

Oct. 3, 1978.

Rehearing Denied Nov. 22, 1978.

Dubbin, Schiff, Berkman & Dubbin, Miami, Broad & Cassel and Lewis I. Horwitz, Bay Harbor Island, Sinclair, Louis, Siegel & Heath, Heller & Kaplan, Miami, Amy Linda Steele, North Miami Beach, for appellants.

Abrams, Anton, Robbins, Resnick, Schneider & Mager and David L. Kline, Hollywood, Kelly, Black, Black & Kenny, Miami, for appellees.

Before HAVERFIELD, C. J., and HUBBART and KEHOE, JJ.

HUBBART, Judge.

This is a probate proceeding in which the trial court, after a full hearing, entered an order determining the nature and priority of dower and other claims filed against a decedent's estate in the Circuit Court for the Eleventh Judicial Circuit of Florida. The decedent's surviving spouse and the other claimants appeal.

A preliminary factual background for this case appears in our companion decision of Donner v. Anton, 364 So.2d 742 (Fla.3d DCA 1978) ("Donner I") . Additional relevant facts follow.

There are four principal claimants against the estate of the decedent Samuel Donner: Larna Donner, Ruth Donner, Beatrice Donner, and Edward Donner all of whom are involved in this appeal. (1) Larna Donner (decedent's surviving spouse and third wife) has perfected a valid dower claim against the estate herein by electing to take dower against the decedent's last will and codicil pursuant to Section 731.35, Florida Statutes (1971), which was then in effect at the time of the decedent's death.

(2) Ruth Donner (decedent's second wife) has a valid claim against the estate for $452,210.74 which represents the amount due and owing by the decedent at his death to Ruth for lump sum alimony arrearages and other bills which the decedent was required to pay under a prior divorce decree involving the decedent and Ruth Donner. In addition, Ruth Donner claims an equitable lien on Larna Donner's dower to satisfy, if necessary, Ruth's one million dollar legacy under the decedent's last will due to an alleged fraud committed by Larna and the decedent in breaching a certain property settlement agreement between the decedent and Ruth Donner, as more fully discussed in Donner v. Anton, 364 So.2d 742 (Fla.3d DCA 1978) ("Donner I").

(3) Beatrice Donner (decedent's first wife) and (4) Edward Donner (decedent's adopted son) have valid claims against the estate herein for one third each of the decedent's net estate. These claims are based on a March 2, 1959, divorce settlement agreement later incorporated into a divorce decree involving the decedent and Beatrice Donner in which the decedent contracted to will Beatrice and Edward Donner the above portions of his estate, an agreement which he breached by failing to so provide in his last will and codicil. By separate suit previously instituted for specific performance on the above contract to make a will, these claims have been adjudicated valid and enforceable against the estate. Donner v. Donner, 302 So.2d 452 (Fla.3d DCA 1974), cert. denied 314 So.2d 151 (Fla. 1975), appeal dismissed 314 So.2d 589 (Fla.1975).

After a full hearing, the trial court entered an order concluding that Larna Donner's dower rights were prior and paramount to all other claims subject only to an equitable lien in favor of Ruth Donner to satisfy, if necessary, Ruth's one million dollar legacy under the decedent's will. All other claimants were held to be judgment creditors of the estate of equal priority. Beatrice and Edward Donner's claims were determined to be one third of the net distributable estate.

I

We are first met with Larna Donner's contention that the trial court erred in its order on priorities in imposing an equitable lien upon her dower in favor of Ruth Donner. This is the same contention which was made in our companion decision of Donner v. Anton, 364 So.2d 742 (Fla.3d DCA 1978) ("Donner I"). In that case we held that this contention had merit and struck the equitable lien on Larna Donner's dower. For the reasons expressed in that decision, that portion of the order determining priorities herein which imposes an equitable lien upon Larna Donner's dower is also stricken. We hold that no equitable lien or encumbrance of any kind can be imposed upon the surviving spouse's dower under the facts of this case.

II

We now come to the central issue on this appeal, namely, the priority of the contesting parties' claims against the decedent's estate. Ruth, Beatrice and Edward Donner contend for differing reasons that the trial court erred in its order on priorities by treating them all as judgment creditors of equal priority against the estate behind Larna Donner's dower claim. On this aspect of the case, Larna Donner and the estate's personal representative, Paul B. Anton, urge that the trial court committed no error.

Ruth Donner contends that she is a judgment creditor against the estate and that her claims herein should come ahead of Beatrice and Edward Donner on the ground that the latter occupy the same position as legatees of the estate; she also urges that her claim is prior to Larna Donner's dower. Beatrice and Edward Donner jointly contend that they are judgment creditors of the estate with priority over Larna Donner's dower and Ruth Donner's claims on the authority of Donner v. Donner, 302 So.2d 452 (Fla.3d DCA 1974), supra.

We hold that (1) Larna Donner's dower is prior and paramount to the claims of all the contesting parties on this appeal, which dower is unencumbered by any equitable lien in favor of Ruth Donner; (2) Ruth Donner is a judgment creditor against the estate in the amount of $452,210.74 which represents the amount the decedent was in arrearage at the time of his death on alimony and other payments due under the prior divorce decree involving the decedent and Ruth Donner; this claim comes after Larna Donner's dower but prior to Beatrice and Edward Donner's claims; (3) Ruth Donner is a legatee of the estate on the one million dollar legacy bequeathed to her under the decedent's will; this claim comes after Larna Donner's dower and Ruth Donner's $452,210.74 claim but is of equal priority with Beatrice and Edward Donner's claims; (4) Beatrice and Edward Donner must be treated the same as legatees of the estate just as if the decedent had made the legacies to them in his will as he had previously contracted that he would; these claims come after Larna Donner's dower and ...