ALLEN V. DALK 826 So. 2d 245 (Fla. 2002) CASE BRIEF

ALLEN V. DALK

826 So. 2d 245 (Fla. 2002)

NATURE OF THE CASE: Bonnie Allen (P), and her half-sister, Margarete Dalk (D), filed separate petitions for administration of the decedent's will with the circuit court. The circuit court entered an order that admitted the will to probate and appointed a personal representative. The Fifth District Court of Appeal of Florida reversed the circuit court's decision and certified a question as being one of great public importance.

FACTS: Christel McPeak died. Prior to her death, McPeak had her attorney prepare three documents, including a will, a durable power of attorney, and a living will and designation of health care surrogate. McPeak signed several documents, including four duplicate originals of the living will and designation of health care surrogate and three duplicate originals of the durable power of attorney; however, McPeak failed to sign a copy of her will. After McPeak's death, her niece, P, and her half-sister, D, filed separate petitions for administration with the circuit court. The circuit court entered an order which admitted the will to probate and appointed a personal representative. The court found that the decedent's failure to sign the will did not impose a bar to probate. The circuit court reasoned that the decedent ratified the typed signature contemporaneously with the signatures of the witnesses to the document. Alternatively, the court ruled that as a matter of law, a constructive trust should be imposed in favor of petitioner in the event that the will was not admitted to probate. The Fifth District Court of Appeal reversed the circuit court's decision. The Fifth District acknowledged that the decedent probably intended to sign the will, but found that there was no evidence to support the finding that the decedent intended the typewritten name below the signature line to be the signature. Since the will was improperly executed, a constructive trust could not be imposed because it would have had the effect of validating an invalid will. The Fifth District certified the issue.

ISSUE:

RULE OF LAW:

HOLDING AND DECISION:

LEGAL ANALYSIS:

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