Opinion
February 27, 1953.
Appeal from the Circuit Court for Escambia County, L.L. Fabisinski, J.
Coe Coe, Pensacola, for appellant.
Fisher Hepner, Pensacola, for appellee.
Plaintiff-appellee filed complaint in the Circuit Court in which she prayed for declaratory decree to determine: (1) her rights individually and as executrix of the estate of her deceased sister Doris Morley Passmore; (2) the right of Peter Still Passmore, alias Earl Still, alias Earl Patrick Weiss, a minor, hereinafter referred to as appellant, in said estate. At final hearing the chancellor decreed that said estate never acquired the homestead status; that Mrs. Passmore succeeded to it in fee on the death of her husband and could will it to her sister, the appellee, and that appellant acquired no interest in it whatever at the death of Mrs. Passmore. This appeal is from that decree.
The case stems from these facts: Prior to and in December 1936, Colonel Lyman Passmore and his wife Doris Morley Passmore of Pensacola, Florida, owned as an estate by the entireties the properties involved in this litigation. On December 22, 1936, by final decree of adoption they became the adoptive parents of appellant who was nine months old. Colonel and Mrs. Passmore began having trouble with appellant when he was three years old. He would steal money from them and toys from the neighbors' children. If not prevented by force he would slip away from the home at night and remain out till daylight in all kinds of places.
In November, 1944, Pearl Still Young, paternal grandmother, filed petition in the Probate Court of Mobile, Alabama, to adopt appellant. The consent of Colonel and Mrs. Passmore was made a part of this petition. It was conditionally approved by the Probate Court of Mobile. The Department of Public Welfare of Alabama made an investigation and found that appellant was placed in the Childrens Home Society of Florida for delinquency during the latter part of 1943, and remained there until September, 1944, when he was turned over to his paternal grandmother and lived with her until May, 1945. In January, 1946, the petition of Mrs. Young to adopt appellant was dismissed at her request.
In July, 1947, appellant was adjudicated to be a delinquent by the Juvenile Court of Escambia County for stealing a bicycle and the same order awarded his care and custody to his grandmother. He was eleven years old at this time. In September, 1947, it appears that appellant was in a juvenile home in Escambia County and was committed to the Florida Industrial School for stealing a motor bike. In 1949, the Juvenile Court of Escambia County entered an order transferring the custody of appellant from Mrs. Pearl Still Young to "Youths Harbor", a juvenile home. In January, 1950, the Juvenile Court of Escambia County ordered appellant removed from "Youths Harbor" and placed in the custody of Eileen Weiss, Jr., his mother, at Jacksonville, Florida. In the meantime, April 21, 1947, Mrs. Pearl Still Young filed a second petition for adoption in the Circuit Court of Escambia County. Written consent of Colonel and Mrs. Passmore was attached to this petition. Appellant was thirteen years old at this time and signed his consent to the petition. The State Welfare Board made an investigation and recommended temporary custody in Mrs. Pearl Still Young on condition of six months' delay before final decree of adoption. In May, 1950, the State Welfare Board recommended that the petition for adoption be dismissed because appellant left the grandmother's home and went to live with his mother in Jacksonville. This petition for adoption was pending at the time Colonel and Mrs. Passmore died and at the time final decree in the instant suit was entered December 14, 1951.
It thus appears that for more than two years prior to Colonel Passmore's death in November, 1950, and at the time of Mrs. Passmore's death three months later, appellant had not lived in their home. It is not disputed that the property in question was owned by the Passmores as an estate by the entireties and that Mrs. Passmore acquired title in her own right at the time of her husband's death. It is not disputed that the Passmores twice executed a written consent to the adoption of appellant by Mrs. Pearl Still Young and that appellant signed and swore to his consent for that purpose. It is further shown that when appellant was released from the Florida Industrial School for Boys in 1949, Colonel Passmore refused to take him back and it was then agreed that his custody be turned over to his grandmother. At the time of the death of Colonel and Mrs. Passmore appellant had gotten in trouble in Virginia and was in charge of the Juvenile Court. His mother and stepfather had his custody when this took place.
The sole question presented is whether or not Mrs. Passmore took the property as a homestead when her husband died or whether it became her sole property. If it became her sole property as an estate by the entireties she could lawfully will it to appellee.
Appellant contends that notwithstanding the property in question was held as an estate by the entireties by Colonel and Mrs. Passmore and descended to Mrs. Passmore at Colonel Passmore's death, it never lost its homestead character, and being so, it was not subject to devise by Mrs. Passmore but descended by operation of law to appellant. Oates v. New York Life Ins. Co., 113 Fla. 678, 152 So. 671; Harkins v. Holt, 124 Fla. 774, 169 So. 481; Clark v. Cox, 80 Fla. 63, 85 So. 173; Nelson v. Hainlin, 89 Fla. 356, 104 So. 589; Osceola Fertilizer Company v. Sauls, 98 Fla. 339, 123 So. 780; O'Neal v. Miller, 143 Fla. 171, 196 So. 478, 129 A.L.R. 295; Larsen v. Austin, Fla., 54 So.2d 63; Martin v. Martin, 112 S.C. 400, 100 S.E. 156.
Much in these cases, if construed in isolation, might be said to support appellant's contention, but if so construed, the facts of this case present a very different picture. Certainly a wayward child who is "compelled by judicial compulsion to do penance for a time in a foreign correctional institution" cannot be cast "aside like a worn out garment or a broken toy, to be a ward of society," but there are other considerations besides the emotional aspect that enter into the disposition of this case. We think there is an equitable as well as the homestead aspect that enters into its adjudication, but on either ground we are of the opinion that the chancellor was right.
While it is a fact that the second adoptive petition of the grandmother had not been concluded, it is also a fact that the Passmores had long since renounced any claim of guardianship to appellant; he had not been a member of their household for more than two years at the time of the Colonel's death when Mrs. Passmore acquired title to the property by entireties. She lived on it for more than three months as her home and at no time during these months was appellant a part of her household nor was he dependent on her for support. The Passmores had recognized no obligation to support appellant for more than two years before their deaths and he had not lived in their home during that time. This Court is committed to the doctrine that the real test of family headship in contemplation of the homestead laws must be determined by the facts of each case. De Cottes v. Clarkson, 43 Fla. 1, 29 So. 442; Matthews v. Jeacle, 61 Fla. 686, 55 So. 865; Norman v. Kannon, 133 Fla. 710, 182 So. 903; Moorhead v. Yongue, 134 Fla. 135, 183 So. 804, 118 A.L.R. 1377; Beck v. Wylie, Fla., 60 So.2d 190.
These cases hold that there will be no homestead in the property after the death of the husband unless the widow becomes the head of the family and continues to occupy the property with her family as a homestead. In other words, they hold that there must be at least two persons who live together in the relation of one family, one of whom must be the head of the family. No such relation existed in this case during Mrs. Passmore's occupancy of the property, nor had it existed for more than two years. Under such a state of facts, the homestead question being one of fact, there is no predicate for holding that a homestead existed when Mrs. Passmore died.
So much for the legal status of the contentions presented. In equity we think the decree of the chancellor finds equally as strong support. Had it not been for appellant's delinquency the second adoptive proceedings would have long since been concluded. The record advances no theory as to whom was responsible for appellant's delinquency, but it is shown that the paternal grandmother repeatedly had him returned to her custody when he was in custody of the Passmores or in institutions where he had been placed for illegal deeds. His father and mother are still living and he has a right of inheritance from them. His situation is not materially different from that of the boy in one of the early Florida cases who murdered his father and mother to accelerate his inheritance and then plead with the court to be merciful because he was an orphan.
We think the judgment should be affirmed because (1) appellant had not lived in the Passmore home or depended on them for support for more than two years at the time of Mrs. Passmore's death. There was consequently no basis for the homestead claim. (2) The Passmores had on two different occasions under oath released all claim to and interest in the custody of appellant. Adoption by his paternal grandmother had been unduly prolonged by her or the conduct of appellant and not by the Passmores. (3) Appellant was maladjusted or antisocial continuously before and after he reached the age of accountability. The potential germ of love and affection had long since been destroyed, so there was no basis of law or morals for an expectancy from the Passmores. (4) The mere technical fact that the second adoptive proceedings had not been concluded would not support an expectancy under the facts of this case.
The decree is therefore affirmed.
SEBRING and MATHEWS, JJ., concur.
DREW, J., concurs specially.
HOBSON, C.J., and THOMAS and ROBERTS, JJ., dissent.
In the case of Menendez v. Rodriguez, 106 Fla. 214, 143 So. 223, 226, in a special concurring opinion the late Mr. Justice WHITFIELD said:
"At the death of one spouse the whole estate in property owned by husband and wife as tenants by entireties is by operation of law vested in the surviving spouse, and the decedent's heirs as such have no inheritable interest in the property, which, if not otherwise duly disposed of, will descend to the heirs of the survivor upon his or her death.
"Section 1, art. 10, Constitution of 1885, provides that `a homestead to the extent' stated in the section, `owned by the head of a family residing in this State * * * shall be exempt from forced sale under process of any court,' with stated exceptions not material here. The Constitution limits the homestead land area that may be exempted, but it does not define or limit the estates in land to which homestead exemption may apply; therefore, in the absence of controlling provisions or principles of law to the contrary, the exemptions allowed by section 1, article 10, may attach to any estate in land owned by the head of a family residing in this state, whether it is a freehold or less estate, if the land does not exceed the designated area and it is in fact the family home place. When the estate or interest of the owner in the homestead land terminates, the homestead exemption of such owner therein necessarily ceases.
"Under section 2, of article 10, `the exemptions provided for in section 1 shall inure to the widow and heirs of the party entitled to such exemption.' This provision can be applicable only when the estate of the owner in the homestead land does not terminate before or at the death of such owner.
"Where a family home place is owned by the husband and wife as tenants by entireties, under the common law in force in this state, upon the death of one spouse, the entire estate in the land so owned, is by operation of law vested in the survivor to the exclusion of the heirs of the deceased spouse. Where the husband is the head of the family entitled to a homestead exemption in land owned by the husband and wife as tenants by entireties, his exemption at his death terminates with his estate in the land, which land by operation of law immediately becomes the sole property of the surviving wife. As the husband's interest in an estate by entireties ceases at his death, it cannot pass to his heirs under the statute, and as they, as such heirs, have no estate or interest in the land, there is no exception to inure to them under the Constitution. If the widow acquired and retains homestead exemption rights in property after the death of the husband, such exemption, if existing at her death, would inure to her heirs. Section 2, art. 10, Constitution." (Emphasis supplied.)
It is my view that the above quotation so aptly and correctly summarizes the law on this subject that it bears repeating.
The lower court, from facts before it, found that the subject property "never while the same was owned by Doris Morley Passmore acquired the status of the homestead of the head of a family so as to prohibit its disposition by the will of the said Doris Morley Passmore." There were facts to sustain this finding and it is binding on us. Never having acquired homestead status, the owner had the right to devise it as she saw fit.
I am forced to dissent from the majority opinion.
It is true that the learned Chancellor found as a matter of fact that the property involved in this litigation "never while the same was owned by Doris Morley Passmore, acquired the status of the homestead or head of a family so as to prohibit its disposition by the will of the said Doris Morley Passmore." However, it is my firm conviction that the able Chancellor misconceived the legal effect of the evidence.
In the case of Norman v. Kannon, 133 Fla. 710, 182 So. 903, 905, "If the homestead real estate had been acquired in the name of J.N. Joiner and his wife in fee simple as tenants by the entireties, and had so remained as a homestead occupied by him and his wife and children, until his death, the widow at his death would have by law taken the entire property by right of survivorship; and there would be no homestead exemption in the property after the death of the husband, unless the widow became the head of the family and continued to occupy the property with her family as a homestead (italics supplied); and if not duly alienated by her, the property would at her death inure or descend to her heirs."
Peter Still Passmore was the adopted son of Doris Morley Passmore and her husband Colonel Lyman Passmore. At the time of the death of Colonel Passmore and likewise upon the date of Mrs. Passmore's death, the appellant still occupied the status of an adopted minor child. Colonel Passmore during his lifetime, was primarily responsible as a matter of law for the maintenance and support of Peter. Even before Colonel Passmore's death Mrs. Passmore was secondarily liable for the child's support and maintenance. After the death of Colonel Passmore, Mrs. Passmore became primarily liable and her obligation under the law to provide a home and subsistence for Peter was not voided, regardless of the fact that he was an errant lad and ofttimes found himself in the toils of the law. At times he was restrained of his liberty by incarceration in different juvenile reformatories and, of necessity, was absent from the family home. In my opinion, the child's enforced or voluntary absence from the home, which was provided for him as at least an obligation of the law by virtue of the duty of a parent to provide for the maintenance and support of a minor, did not justify the finding that Mrs. Passmore after the death of her husband did not continue "to occupy the property with her family as a homestead." The lad lived in the home with Colonel and Mrs. Passmore before the former's death and had a legal right to live there after Colonel Passmore's death. Were we to affirm the final decree from which this appeal is being prosecuted it would be tantamount, in my judgment, to holding that homestead property, once it loses its character as such by virtue of the death of the head of the family, cannot be reinvested with homestead character if the child or children of the parties should be away in school, or in another climate because of ill health, unless such child or children should return in fact to the home and live with their mother — the surviving spouse. The mere fact that a child may have departed from the norm and been guilty of violation of the law is not sufficient justification, in my judgment, for holding that he is not still a member of the family, although not actually at any time living in the home to which as a matter of law he has the right to return and the mother has the duty to welcome and maintain him.
It is unfortunate that the child is evidently incorrigible. We do not know who may have been responsible for his derelictions.
Nevertheless, the fact remains that he is the (adopted) son of Colonel and Mrs. Passmore, now deceased. Their responsibility toward him was as great during the lifetime of each as it would have been had he been born to their marriage. All homestead exemptions are founded upon the laudible desire to have the home protected so that it may be available as a shelter or haven for the family. Certainly it cannot be said that this lad, who is still a minor, can be charged with having abandoned the family home, nor did he relieve, if indeed he could have relieved, his adoptive mother of her duty under the law to provide him with the necessities of life, including the shelter of a home.
THOMAS and ROBERTS, JJ., concur.