LAGOA, J.
The appellants, Ira D. Giller and Anita Grossman, as co-personal representatives of the Estate of Norman M. Giller ("Personal Representatives"), appeal from an order granting the appellee, Brian J. Giller's ("Brian"), motion to dismiss the first amended complaint with prejudice. Because the Personal Representatives' First Amended Complaint states a legally sufficient cause of action under section 689.07(1), Florida Statutes (2011), we reverse and remand for further proceedings.
The Personal Representatives and Brian
The Personal Representatives filed a Complaint for declaratory relief on September 28, 2011, which sought a declaration that, pursuant to section 689.07(1), Florida Statutes (2011), six
Brian filed an Answer and Affirmative Defenses. As his Third Affirmative Defense, Brian asserted that the Personal Representatives "lack standing to sue under section 689.07(1) because they are not a subsequent purchaser of one of the subject Properties[,] a mortgagee or lienholder[,] or creditor of the Estate, who are the only classes of persons to which 689.07(1) is available." He also raised failure to state a cause of action as his Seventh Affirmative Defense, asserting that section 689.07(1) "does not apply until after a subsequent conveyance of the property from the grantee who `as Trustee' takes title."
At the June 25, 2012, hearing, Brian argued that he is the owner of the properties in his capacity as successor trustee of the Norman M. Giller Trust. Brian presented the probate court with an excerpt
In August, 2012 — after the hearing — Brian recorded two documents, each entitled
The Personal Representatives subsequently filed a Motion for Summary Judgment arguing that because the deeds, on their face and when read in conformity with section 689.07(1), conveyed title to Norman in fee simple, the properties were part of Norman's estate at the time of his death. On March 13, 2013, the probate court entered an order denying the Personal Representatives' Motion for Summary Judgment, concluding that the Personal Representatives lack standing to bring the action. Relying upon Raborn v. Menotte, 974 So.2d 328 (Fla.2008), Callava v. Feinberg, 864 So.2d 429 (Fla. 3d DCA 2003), and Adams v. Adams, 567 So.2d 8 (Fla. 4th DCA 1990), the probate court held that "[t]he Personal Representatives are not `subsequent parties' dealing with the properties which are the subject of the Action, and as a result are not entitled to the relief they seek under § 689.07(1), Fla. Stat."
Subsequently, the Personal Representatives filed a First Amended Complaint, adding a count for quiet title (count II).
On February 5, 2014, the probate court entered an order dismissing count I (declaratory relief) of the First Amended Complaint with prejudice, but denied the motion as to count II (quiet title). The Personal Representatives subsequently voluntarily dismissed count II of the First Amended Complaint without prejudice on January 20, 2015. This appeal ensued.
In reviewing an order granting a motion to dismiss, our standard of review is de novo. See Grove Isle Ass'n, Inc. v. Grove Isle Assocs., LLLP, 137 So.3d 1081 (Fla. 3d DCA 2014); see also Putnam Cnty. Envtl. Council, Inc. v. Board of Cnty. Comm'rs of Putnam Cnty., 757 So.2d 590, 594 (Fla. 5th DCA 2000) ("[W]e note that the standard of review for the dismissal of a complaint for failure to allege facts establishing the plaintiff's standing is de novo review.").
On appeal, the Personal Representatives argue that they are entitled to seek relief under section 689.07(1) and that the trial court erred in granting Brian's Motion to Dismiss. We agree.
"The purpose of a motion to dismiss is to test the legal sufficiency of the complaint." Pac. Ins. Co. v. Botelho, 891 So.2d 587,
We begin our analysis by noting that the Personal Representatives are duly appointed legal representatives of the Estate, with the capacity to bring an action on the Estate's behalf and charged with the obligation to take possession of Norman's property for purposes of administration. See §§ 733.602; 733.607(1), Fla. Stat. (2011); Tennyson v. ASCAP, 477 F. App'x 608 (11th Cir.2012); Sullivan v. Sessions, 80 So.2d 706 (Fla.1955); Brake v. Murphy, 687 So.2d 842 (Fla. 3d DCA 1996); cf. Disque v. Unger, 955 So.2d 1121 (Fla. 4th DCA 2007) (holding that trial court properly dismissed estate's complaint for declaratory relief where outcome would be of no financial benefit to estate). To that end, the Personal Representatives sought a declaratory judgment from the trial court that under the provisions of section 689.07(1), the properties are assets of the Estate subject to probate administration. As such, the issue here is whether the Personal Representatives stated a claim for a declaratory judgment sufficient to survive a motion to dismiss. Section 689.07(1) states:
"Though inartfully drafted, section 689.07(1) is unambiguous." Raborn, 974 So.2d at 331. The statute provides that every deed in which the words "trustee" or "as trustee" are added to the name of the grantee "and in which no beneficiaries are named, the nature and purposes of the trust, if any, are not set forth, and the trust is not identified by title or date," is declared to have granted a fee simple estate to the grantee, unless a contrary intention appears in the deed or a declaration
In the First Amended Complaint, the Personal Representatives allege that there are six properties titled in the name of "Norman Giller, Trustee," and that the deeds do not contain the title and date of any trust, the names of any beneficiaries, or the nature or purpose of any trust. They further allege that the public records do not contain any separate recording of the trust or declaration of trust. As there is no evidence on the face of the deeds indicating a contrary intent, the Personal Representatives, pursuant to their fiduciary responsibilities, seek a declaration that, pursuant to section 689.07(1), Norman held fee simple title to the properties on the date of his death. These allegations are clearly sufficient under the plain language of the statute. See Raborn, 974 So.2d at 328 (stating that under section 689.07(1), a deed that simply refers to grantee as "trustee" conveys a fee simple estate, and applying the statute to find that deed at issue fell under "contrary intention" exception such that grantee held mere legal title as trustee); One Harbor Fin. Ltd. v. Hynes Props., LLC, 884 So.2d 1039 (Fla. 5th DCA 2004) (holding that trial court correctly applied section 689.07(1) to find that grantee who held title "as trustee" owned property in fee simple absolute); Heiskell v. Morris, 182 So.3d 714 (Fla. 1st DCA 2015) (summarizing section 689.07(1) to stand for the proposition that "if the only hint in a deed that the underlying property might be held in trust is the addition of the words `trustee' or `as trustee' to the grantee's name, the deed is deemed to have granted a fee simple estate"). Significantly, section 689.07(1) does not state that its application is limited to the benefit of "subsequent parties" or instances where a third-party has relied on the deed in the public record, and it certainly does not preclude an action by the personal representatives of the grantee's estate to determine ownership of properties to which the grantee purportedly took title as trustee.
Brian asserted in his Motion to Dismiss that section 689.07(1) has no application to this case, and the Personal Representatives are not "entitled" to relief under section 689.07(1), because they are not parties who relied on the public records in acquiring an interest in the properties. In support of his argument, Brian cites to language in various cases addressing the purpose of section 689.07(1). See Raborn, 974 So.2d at 328 (explaining that the legislature enacted section 689.07(1) for the purpose of preventing secret trusts to protect those who might subsequently rely upon the record in dealing with grantee); One Harbor, 884 So.2d at 1043 ("The purpose of section 689.07 is to protect persons who rely upon the public land records to ascertain title to real property when a beneficiary's interest is not disclosed in the grantor/grantee index by either the deed transferring title or a recorded declaration of trust."); Callava, 864 So.2d at 431-32 ("The purpose of Section 689.07 is `to prevent fraud being perpetrated upon persons who might subsequently rely upon the record when dealing with the grantee.'" (quoting Meadows v. Citicorp Leasing, Inc., 511 So.2d 622, 623 (Fla. 5th DCA 1987))); Adams, 567 So.2d at 8 ("The purpose of the statute was to prevent fraud on persons who might rely on the record title when dealing with the grantee."). Notably, none of these cases address the issue of standing or "entitlement" of the personal representatives of a decedent-grantee to seek relief based on the operation of section 689.07(1), and none limit the class of parties entitled to relief under subsection (1) to "subsequent parties."
Moreover, this Court's precedent supports our conclusion that a grantee's personal
Id. at 74. In reaching its conclusion, this Court noted that the purpose of the statute is "to prevent a fraud from being perpetrated on a subsequent transferee who might rely on the record and be unaware of a secret trust creating ownership in another." Id. The fact of whether a subsequent transferee did or did not rely on the deed, however, did not contribute to this Court's analysis — the personal representative was not required to be a "subsequent party" in order to seek relief under section 689.07(1).
Brian's contention that the Personal Representatives cannot claim fee simple title on behalf of the Estate because he invoked the "cure" provision contained in section 689.07(4), Fla. Stat. (2011),
We, therefore, find that the trial court erred in dismissing the Personal Representatives' First Amended Complaint with prejudice as the Personal Representatives stated a legally sufficient cause of action under section 689.07(1). Accordingly, we reverse the trial court's order dismissing the Personal Representatives' claim and remand for further proceedings consistent with this Court's opinion.
Reversed and Remanded.