Ellen Jones, as Personal Representative of the Estate of Loretta Thomas v. Lance M. McKinney, as Curator of the Estate of Adelaide Tunnell
CourtDistrict Court of Appeal of Florida
Date FiledApril 20, 2022
Docket2D21-0252
StatusPublished
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Full Opinion
DISTRICT COURT OF APPEAL OF FLORIDA
SECOND DISTRICT
ELLEN JONES, as personal representative of the Estate of Loretta
Thomas, deceased,
Appellant,
v.
LANCE M. McKINNEY, as curator of the Estate of Adelaide Tunnell,
deceased,
Appellee.
No. 2D21-252
April 20, 2022
Appeal from the Circuit Court for Charlotte County; Donald H.
Mason, Judge.
Patrick J. Reilly of Snyder & Reilly, Venice, for Appellant.
Stacy L. Haverfield of Stacy L. Haverfield, P.A., Cape Coral, for
Appellee.
NORTHCUTT, Judge.
Ellen Jones, as personal representative of the Estate of Loretta
Thomas (the Estate), appeals a probate court order that permits a
judgment creditor of the Estate, Adelaide Tunnell's successor in
interest,1 to execute on an estate asset and thereby obtain payment
of Tunnell's claim ahead of its statutory priority. We reverse
because Tunnell's judgment did not qualify for an exception to the
claims priority statute.
This case followed a circuitous course below, but the essential
facts are these: During their lifetimes, Loretta Thomas exploited
and committed civil theft against Adelaide Tunnell. When Thomas
passed away, her personal representative filed a petition for
administration of her estate. Tunnell filed a statement of claim in
the Estate based on Thomas's misdeeds, to which the personal
representative objected. Tunnell then filed a separate lawsuit
against Thomas's estate. Tunnell prevailed in the suit and obtained
a judgment against the Estate for over $2.2 million dollars.
Tunnell recorded the judgment in Charlotte County, thereby
obtaining a statutory judgment lien on the debtor's real property in
the county, i.e., a home that was the Estate's only asset. The
1 Adelaide Tunnell; Adelaide Tunnell's guardian, Margaret
Tunnell; the Estate of Adelaide Tunnell; and the curator of the
Estate, Lance M. McKinney, all represented the same interests at
different times during the lower court proceedings and on appeal.
We collectively refer to them as Tunnell in this opinion for ease of
reference and to avoid confusion between the parties.
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personal representative undertook to sell the home, but Tunnell
filed in the probate proceeding a motion to permit it to execute on
its lien. The Estate, on the other hand, maintained that Tunnell's
claim was that of a Class 8 creditor, at the bottom of the priority for
payment of claims and expenses set forth in the probate code at
section 733.707, Florida Statutes (2016). It argued that the Estate
should be permitted to sell the property without regard to the
judgment lien and to apply the proceeds to the payment of expenses
and claims according to their statutory priorities.
The probate court ruled for Tunnell, thus permitting Tunnell
to execute pursuant to section 733.706. That statute provides:
Except upon approval by the court, no execution or other
process shall issue on or be levied against property of the
estate. An order approving execution or other process to
be levied against property of the estate may be entered
only in the estate administration proceeding. Claims on
all judgments against a decedent shall be filed in the
same manner as other claims against estates of
decedents. This section shall not be construed to prevent
the enforcement of mortgages, security interests, or liens
encumbering specific property.
(Emphasis supplied.)
Thus, under the probate code Tunnell's judgment was of no
greater dignity than any other claim against Thomas's estate. The
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last sentence of section 733.706 excepting the enforcement of
certain liens was of no moment because the lien of Tunnell's
judgment did not encumber a specific property. See Patrick v. Hess,
212 So. 3d 1039, 1041-42 (Fla. 2017) (holding that courts need not
look any further than the plain language of a statute where the
statutory language is clear and unambiguous). Rather, under
section 55.10, Florida Statutes (2016), upon its recordation a
judgment becomes a lien generally on any real property of the
debtor in the county where it is recorded. See Pinellas County v.
Clearwater Fed. Sav. & Loan Ass'n, 214 So. 2d 525, 527 (Fla. 2d
DCA 1968) (contrasting a mortgage, which is a lien on specific
property, with a judgment lien, which is "a general lien which
attaches to any property currently owned or subsequently acquired
by the judgment debtor").
Finally, we acknowledge and empathize with the probate
court's reliance on equitable considerations when authorizing the
execution in this case. But "[c]ourts of equity have no power to
overrule established law." Orr v. Trask, 464 So. 2d 131, 135 (Fla.
1985); see also Mortg. Assets Mgmt., LLC v. Terraces/Banyan - 2,
Inc., 326 So. 3d 1140, 1141 (Fla. 4th DCA 2021) (holding it was
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error to apply equity to disregard statutory lienholder prioritization
in a receivership case). This principle is especially important here,
given the court's recognition that approving the execution would
disrupt the administration of the Estate by completely draining it of
assets. That would be directly contrary to the very purpose of
section 733.706, which is meant to protect against such
disruptions. Murray v. Nationsbank of Fla., 846 So. 2d 548, 552
(Fla. 4th DCA 2003); Brown v. Sweat, 6 So. 2d 538, 538-39 (Fla.
1942) (discussing predecessor statute). As such, the order
approving the execution was an abuse of discretion.
In conclusion, we hold that Tunnell's judgment in this case
does not fall within section 733.706's exception from general
probate administration procedures and claim priorities and that the
probate court abused its discretion by authorizing Tunnell to
execute on the judgment pursuant to that statute. On remand, the
trial court shall complete the proper administration of the estate in
accordance with this opinion.
Reversed and remanded.
SILBERMAN and LUCAS, JJ., Concur.
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Opinion subject to revision prior to official publication.
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