Mary Jo Futch v. Tom J. Haney, as Personal Representative of the Estate of Alvin C. Futch
CourtDistrict Court of Appeal of Florida
Date FiledOctober 13, 2021
Docket2D20-3299
StatusPublished
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Full Opinion
DISTRICT COURT OF APPEAL OF FLORIDA
SECOND DISTRICT
MARY JO FUTCH,
Appellant,
v.
TOM J. HANEY, as personal representative of the Estate of Alvin C.
Futch, deceased; TOM J. HANEY and R. READ PEASLEE, as
successor co-trustees of the Alvin C. Futch Revocable Living Trust
u/a/d December 23, 1997; CARSON FUTCH; WAYNE FUTCH;
MORRIS FUTCH; and JANET FUTCH,
Appellees.
No. 2D20-3299
October 13, 2021
Appeal from the Circuit Court for Hillsborough County; Artemeus
McNeil, Judge.
Robert C. Wilkins, Jr., of Robert C. Wilkins, Jr., P.L., Orlando, for
Orlando, Appellant.
Steven L. Hearn and Frederick Hearn of Steven L. Hearn, P.A.,
Tampa, for Appellees Tom J. Haney, as personal representative of
the Estate of Alvin C. Futch, deceased, and Tom J. Haney and R.
Read Peaslee, as successor co-trustees of the Alvin C. Futch
Revocable Living Trust u/a/d December 23, 1997.
Mark N. Miller, Kristie Hatcher-Bolin, and Katherine Sultenfuss
Schichtel of GrayRobinson, P.A., Lakeland, for Appellees Carson
Futch, Wayne Futch, Morris Futch, and Janet Futch.
MORRIS, Chief Judge.
Mary Jo Futch, the surviving spouse of Alvin Futch (the
decedent), appeals an order denying her petition for extension of
time to make election for elective share and sustaining the
objections to her election to take elective share filed by the personal
representative (PR) of the decedent's estate, the trustees of the
decedent's trust, and the beneficiaries of the estate and trust. We
reverse because Futch's timely petitions for extension of time tolled
the time period in which she could make her election for the elective
share.
The decedent died in April 2019. Tom J. Haney filed a petition
for administration in June 2019 and was appointed as PR of the
estate in July 2019. The notice of administration was filed on
August 14, 2019.
On January 6, 2020, Futch filed a petition for extension of
time to make election for elective share, requesting a three-month
extension until April 8, 2020, on the basis that she had recently
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received documents relating to the calculation of the elective share
and needed additional time to review them. On April 7, 2020,
Futch filed a second petition for extension of time, alleging that the
COVID-19 emergency had "limited her ability to travel, meet with
counsel, sign documents, and otherwise take action necessary to
protect her interests in this case," that she was "not able to
effectively participate in teleconferencing or video conferencing that
would currently be required to attend probate court hearings and to
consult with counsel," and that the circuit court had limited in-
person proceedings of probate cases. Futch asked for an extension
until June 8, 2020, or "a date when the [c]ourt resumes in-person
probate proceedings." Futch obtained new counsel and on June 9,
2020, filed a third petition for extension of time, until June 18,
2020. There is no indication that any of the interested parties filed
objections to Futch's three petitions for extension. On June 10,
2020, Futch filed her election to take elective share.
The PR, the trustees of the decedent's trust, and the
beneficiaries all filed objections to Futch's election, and Futch
responded. After hearing argument from counsel, the trial court
denied Futch's June 9, 2020, petition for extension and sustained
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the objections "on the grounds that [Futch's] Election to Take
Elective Share was untimely filed."
On appeal, Futch argues that her election to take elective
share was timely because it was filed while her timely petitions for
extension of time were pending. She contends that under section
732.2135(4), Florida Statutes (2019), her petitions for extension of
time tolled the time in which she was required to make her election.
Section 732.2135 provides as follows:
(1) Except as provided in subsection (2), the election
must be filed on or before the earlier of the date that is 6
months after the date of service of a copy of the notice of
administration on the surviving spouse, or an attorney in
fact or guardian of the property of the surviving spouse,
or the date that is 2 years after the date of the decedent's
death.
(2) Within the period provided in subsection (1), or
40 days after the date of termination of any proceeding
which affects the amount the spouse is entitled to receive
under s. 732.2075(1), whichever is later, but no more
than 2 years after the decedent's death, the surviving
spouse or an attorney in fact or guardian of the property
of the surviving spouse may petition the court for an
extension of time for making an election. For good cause
shown, the court may extend the time for election. If the
court grants the petition for an extension, the election
must be filed within the time allowed by the extension.
(3) The surviving spouse or an attorney in fact,
guardian of the property, or personal representative of
the surviving spouse may withdraw an election at any
time within 8 months after the decedent's death and
before the court's order of contribution.
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(4) A petition for an extension of the time for making
the election or for approval to make the election shall toll
the time for making the election.
Pursuant to subsection (1), Futch was required to file her election
within six months after the date of service of the notice of
administration. However, within that time, she was permitted to
petition the court for an extension, as provided in subsection (2).
Such a petition for extension of time was required to "toll the time
for making the election," as provided in subsection (4). The
statutory language is clear; because Futch had filed a timely
petition for an extension of time, the time for making the election
was tolled. See Rollins v. Pizzarelli, 761 So. 2d 294, 297 (Fla. 2000)
("[W]hen the language of the statute is clear and unambiguous and
conveys a clear and definite meaning, there is no occasion for
resorting to the rules of statutory interpretation and construction;
the statute must be given its plain and obvious meaning." (quoting
Modder v. Am. Nat'l Life Ins. Co., 688 So. 2d 330, 333 (Fla. 1997))).
Each additional petition for extension was filed within the time
sought in the prior petition, thus continuing to toll the time.
The plain language of the statute does not limit the amount of
time that a surviving spouse may seek in a petition for extension, it
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does not prevent the surviving spouse from filing a timely
subsequent petition seeking additional time, and it does not require
a hearing or ruling on a petition in order for the time to be tolled.
Subsection (2) addresses when a trial court may grant an extension
(for good cause shown) and provides that if the trial court grants
the extension, the election must be filed within the time allowed by
the extension. But subsection (2) does not require the trial court to
grant a petition for extension before the time is tolled; such a
reading would render meaningless the tolling provision in
subsection (4). See Bennett v. St. Vincent's Med. Ctr., Inc., 71 So. 3d
828, 838 (Fla. 2011) ("Courts should avoid readings that would
render part of a statute meaningless." (quoting Gomez v. Vill. of
Pinecrest, 41 So. 3d 180, 185 (Fla. 2010))). Here, the tolling
provision in subsection (4) applied to Futch's petitions. Because
Futch's election was filed during the tolling period, the election was
timely. Our conclusion is consistent with Florida's strong public
policy of protecting a surviving spouse. See Via v. Putnam, 656 So.
2d 460, 462 (Fla. 1995) (recognizing that the elective share statutes
"suggest a strong public policy in favor of protecting a surviving
spouse's right to receive an elective share" (quoting Putnam v. Via,
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638 So. 2d 981, 984 (Fla. 2d DCA 1994))); Velde v. Velde, 867 So.
2d 501, 507 (Fla. 4th DCA 2004) (noting "Florida's strong public
policy favoring protection of the surviving spouse").
Accordingly, we reverse the order denying Futch's petition and
sustaining the objections to her election and remand for further
proceedings.
Reversed and remanded.
KELLY and LABRIT, JJ., Concur.
Opinion subject to revision prior to official publication.
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