Filed: Mar. 15, 2019
Latest Update: Mar. 03, 2020
Summary: NOT FINAL UNTIL TIME EXPIRES TO FILE REHEARING MOTION AND, IF FILED, DETERMINED IN THE DISTRICT COURT OF APPEAL OF FLORIDA SECOND DISTRICT RICHARD ALAN SAMAD, ) ) Appellant, ) ) v. ) Case No. 2D18-709 ) STELLA PLA and RAYMOND ) ALBERT PLA, JR., ) ) Appellees. ) ) Opinion filed March 15, 2019. Appeal from the Circuit Court for Lee County; Michael T. McHugh, Judge. Richard Alan Samad, pro se. Scott A. Kuhn of Kuhn Law Firm, P.A., Fort Myers, for Appellee Stella Pla. No appearance for remaining App
Summary: NOT FINAL UNTIL TIME EXPIRES TO FILE REHEARING MOTION AND, IF FILED, DETERMINED IN THE DISTRICT COURT OF APPEAL OF FLORIDA SECOND DISTRICT RICHARD ALAN SAMAD, ) ) Appellant, ) ) v. ) Case No. 2D18-709 ) STELLA PLA and RAYMOND ) ALBERT PLA, JR., ) ) Appellees. ) ) Opinion filed March 15, 2019. Appeal from the Circuit Court for Lee County; Michael T. McHugh, Judge. Richard Alan Samad, pro se. Scott A. Kuhn of Kuhn Law Firm, P.A., Fort Myers, for Appellee Stella Pla. No appearance for remaining Appe..
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NOT FINAL UNTIL TIME EXPIRES TO FILE REHEARING
MOTION AND, IF FILED, DETERMINED
IN THE DISTRICT COURT OF APPEAL
OF FLORIDA
SECOND DISTRICT
RICHARD ALAN SAMAD, )
)
Appellant, )
)
v. ) Case No. 2D18-709
)
STELLA PLA and RAYMOND )
ALBERT PLA, JR., )
)
Appellees. )
)
Opinion filed March 15, 2019.
Appeal from the Circuit Court for Lee
County; Michael T. McHugh, Judge.
Richard Alan Samad, pro se.
Scott A. Kuhn of Kuhn Law Firm, P.A.,
Fort Myers, for Appellee Stella Pla.
No appearance for remaining Appellee.
ROTHSTEIN-YOUAKIM, Judge.
Richard Alan Samad appeals from an order that granted Stella Pla (Pla),
the surviving spouse of Raymond Albert Pla (the decedent), an extension of time to file
her election to take an undivided one-half interest in the decedent's homestead property
as a tenant in common under section 732.401(2), Florida Statutes (2017), and deemed
Pla's homestead election timely. We reverse because the trial court erred as a matter
of law in granting the extension and deeming the election timely. Our review is de novo.
See Hill v. Davis,
70 So. 3d 572, 575 (Fla. 2011) ("Because this issue is one of statutory
interpretation, review is de novo.").
Pursuant to section 732.401, a surviving spouse takes a life estate in the
homestead unless he or she elects to take an undivided one-half interest in the
homestead as a tenant in common. § 732.401(1), (2). The surviving spouse must
make such an election within six months of the decedent's death, § 732.401(2)(b), and
that time limit "may not be extended except . . . [upon a] petition by an attorney in fact or
by a guardian of the property of the surviving spouse for approval to make the election,"
§ 732.401(2)(b), (c). The petition itself, however, must be timely filed within those six
months. § 732.401(2)(c).
Pla neither made the election nor filed such a petition within the six-month
period. Instead, approximately seven-and-a-half months after the decedent's death, she
moved pursuant to Florida Probate Rule 5.042(b)(2) for an extension of time to make
the election, claiming excusable neglect. Samad argued, among other things, that rule
5.042(b) is inapplicable to extend the time prescribed in section 732.401(2). The trial
court, however, agreed with Pla that excusable neglect could warrant an extension, and
it determined that Pla had made the requisite showing.
Samad's argument, which he reiterates on appeal, is well taken; rule
5.042(b) is inapposite to the application of section 732.401(2). The rule provides, in
pertinent part, that "[w]hen an act is required or allowed to be done at or within a
specified time by these rules, by order of court, or by notice given thereunder," the court
may grant a request for enlargement of time to accomplish the required act if (1) a
request for enlargement is made before the expiration of the specified time or (2) after
expiration of the time if "the failure to act was the result of excusable neglect."
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(Emphasis added.) By its own terms, therefore, rule 5.042(b) does not apply to acts
required to be done within a specified time by statute, and there is no probate rule
relating to a surviving spouse's right to elect an undivided one-half interest in the
decedent spouse's homestead as a tenant in common.1
Indeed, the cases that Pla cites on appeal actually underscore the
inapplicability of the rule here. In re Estate of Cummins,
979 So. 2d 984, 986 (Fla. 3d
DCA 2008), involved an untimely notice under Florida Probate Rule 5.401(d) and,
therefore, implicated "an act . . . required . . . within a specified time by these rules."
Accordingly, rule 5.042(b) governed the trial court's authority to grant an extension for
that untimely notice. May v. Illinois National Insurance Co.,
771 So. 2d 1143, 1145 (Fla.
2000), Dohnal v. Syndicated Offices Systems,
529 So. 2d 267, 268-69 (Fla. 1988),
Delgado v. Estate of Garriga,
870 So. 2d 912, 913-15 (Fla. 3d DCA 2004), and Dimick
v. Estate of Barry,
787 So. 2d 198, 199 (Fla. 4th DCA 2001), involved statutorily
required notices that were untimely but for which extensions were specifically
authorized by statute; rule 5.042(b) simply did not come into play and was not even
mentioned.
Because Pla failed to satisfy the requirements set forth in section
732.401(2), the trial court erred as a matter of law in granting her an extension of time to
file her notice of election under that section and in deeming her election timely.
Reversed.
CASANUEVA and BADALAMENTI, JJ., Concur.
1Theoption to elect an undivided one-half interest in homestead property
as a tenant in common was added effective October 1, 2010. See ch. 2010-132, § 7,
Laws of Fla.
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