These arcane rules strained many family relationships, especially in second marriages. “Neither executors nor administrators have at any time in this State had any jurisdiction over the homestead of a deceased person. The owner of homestead real estate, joined by the spouse if married, may alienate the homestead by mortgage, sale or gift and, if married, may by deed transfer the title to an estate by the entirety with the spouse. Was decedent’s homestead devised (even by the will or trust residuary)? A contingency was placed on this right to exclusive possession, it would only last until their children reached majority. When a homestead owner dies, the homestead exemptions and protections inure to those people who are within the class of intestate heirs and are to receive the property upon the owner’s death. 2d at 284. Article X, Section 4 of the Florida Constitution defines “homestead” property. The Court held that there were two transfers that took place. Your surviving spouse and minor children will inherit Florida homestead property, regardless of the provisions of your Will. The foundation of the Florida homestead exemption starts with the Florida Constitution (Here). See Clifton v. Clifton, 553 So. This webiste constitutes attorney advertising. If there are no surviving descendants of the decedent, then the surviving spouse inherits the entire homestead. Was it devised to heir(s) listed in 732.103? Yes, homestead property held by a revocable trust is treated as if held directly by the grantor of the revocable trust. A will provision devising Florida homestead property is valid ONLY if BOTH elements of the following two-part test are satisfied: The homestead was subject to devise. R. 5.340. … In a 2014 case from Florida’s Fourth District Court of Appeals, the appellate court ruled that boilerplate language in a deed operated as a waiver of the spouse’s homestead rights. ), homestead is property owned by an individual as that person’s residence that includes up to 160 acres of contiguous land/improvements if the property is located outside a municipality or one-half acres of contiguous land if the property is located within a municipality. Was decedent survived by a minor child? These include where you vote, where you have a driver’s license, where your mail goes, and where you spend most of your time. Ballot access for candidates | Homestead property loses its protection when it is devised to a person who is not a heir of the decedent. Specifically, the court looked at how to properly devise homestead property to a non-heir, when the decedent was survived by heirs. The first $25,000 in property value is exempt from all property taxes, including school district taxes. The same has been held true for home stead. “[T]he benefits of homestead protections vest in a qualified beneficiary at the moment of a testator’s death…” Cutler v. Cutler, 994 So. What Are The Homestead Protections Under Florida Law? Election governance | Amongst these are certain restraints on devise, that is, how you can give your homestead away at death. For this analysis, we need to look at the Florida Constitution. According to the Florida Constitution (Art. The First District Court of Appeals dove into some of Florida’s complex homestead issues in Webb v. Blue 43 Fla. L Weekly D942a (Fla. 1 st DCA 2018). In the context of this case, we reject the narrow entitlement definition of the term “heirs” that includes only those people who would inherit under the intestacy statute at the death of the decedent. The amendment was referred to by the legislature as a "house keeping" amendment. Homestead status is determined at the death of the decedent. Art. But, the probate court is basically confirming rights that existed at the time of death, not creating new rights at the time of the entry of a homestead order. This understanding is important not just in divorce situations but in inheritance disputes as well. The homestead is in no wise an asset of the estate of a decedent.”, Chames v. DeMayo, 972 So. Ballot measure laws | Supreme Court | The Florida Constitution states that homestead property cannot be devised if the owner is survived by a spouse, unless the devise is to the spouse. In Estate of Price v. West Florida Hospital., Inc., 513 So. The Florida Constitution also protects Florida homestead property from creditors, stating that the Florida homestead: shall be exempt from forced sale under process of any court, and no judgment, decree or execution shall be a lien thereon, except for the payment of taxes and assessments thereon, obligations contracted for the purchase, improvement or repair thereof, or obligations contracted for house, field or other labor performed on the realty…. So, to constitute a homestead in Florida, the property must be owned and lived in by the owner. These expenditures and obligations incurred, including, but not limited to, fees and costs, shall constitute a debt owed to the personal representative that is charged against and which may be secured by a lien on the protected homestead, as provided in this section. Thus, when a decedent dies owning homestead in Florida, any heir can theoretically take possession of the property immediately upon the decedent’s death and make the property his or her own homestead. At the moment of death, the property passed to its owners: In a twinkle of an eye, as it were, to his wife for life, and thereafter to his surviving sons. Congressional delegation | 2d 341, 346-347 (Fla. 2005). Section 732.2035, Fla. Stat. Havoco of Am. Article X, Section 4 of the Florida Constitution states that homestead property: shall be exempt from forced sale under process of any court, and no judgment, decree or execution shall be a lien thereon. § 733.607(1), which provides that: Except as otherwise provided by a decedent’s will, every personal representative has a right to, and shall take possession or control of, the decedent’s property, except the protected homestead. State Senate | Id. 732.4015 do NOT apply. Section 732.702, Florida Statutes, provides in part, that “[t]he rights of a surviving spouse to . Can you purchase a homestead property to avoid creditors? Therefore, percentage fees are not permitted to be taken on the value of the exempt homestead property. (in Re Estate of Hamel), 821 So. How is Florida’s Elective Share Calculated? When a homestead can not be devised, its inheritance is controlled by Florida Statutes sec. Under Florida law, the personal representative is required to file a Notice of Taking Possession of Protected Homestead pursuant to Florida Probate Rule 5.404. Kelley’s Homestead Paradigm Was the property decedent’s homestead? The court shall allow any such descendant to meet a reasonable, not unduly restrictive, standard of proof to substantiate his or her lineage. See Wilson v. Fla. Nat’l Bank & Trust Co., 64 So. This amendment modified Article X, Section 4 of the Florida Constitution to clarify language allowing for the willing of property to a spouse if there is no minor child.. 2d 341, 345 (Fla. 3d DCA 2008) (homestead protections inure at death) (when testator directs sale of homestead and distribution of proceeds, homestead protections lost), “[T]he benefits of homestead protections vest in a qualified beneficiary at the moment of a testator’s death…”, “It has long been recognized that the owner of homestead property may devise that property in a manner that terminates the protections accorded by article X, section 4. (6) If none of the foregoing, and if any of the descendants of the decedent’s great-grandparents were Holocaust victims as defined in s. 626.9543(3)(a), including such victims in countries cooperating with the discriminatory policies of Nazi Germany, then to the descendants of the great-grandparents. What is not as well-known is that Florida’s Constitution restricts how homestead property can be devised if a person is survived by a spouse or minor child. Florida Constitution provides that an owner of homestead property cannot devise the homestead property if survived by a spouse or minor child, except the owner can devise the homestead to the owner's surviving spouse if there is no minor child. These extraordinary fees would be in addition to fees for ordinary services in the estate. Environment | Amongst these are certain restraints on devise, that is, how you can give your homestead away at death. This amendment modified Article X, Section 4 of the Florida Constitution to clarify language allowing for the willing of property to a spouse if there is no minor child. Largest cities | Can Florida Homestead Property Be Held in a Revocable Trust? Public pensions | 2d 469, 473 (Fla. 3d DCA 1981) (involving remainder interests); Estate of Broome, 375 So. 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