Statewide Probate E-News Winter 2007
Why does getting a foreign will recorded under sec.
734.104, Fla. Stat. not suffice to pass title?
Excellent question, as 30 years ago it was sufficient to
pass title. Now, it apparently is not. * Prior to 1977, the
statute provided: “(3) When admitted to record, the [foreign]
will and any codicil shall pass title to real property and any
right, title, or interest in it.” In 1977 the statute was
changed to a much less definite result: “Any will or codicil
admitted to record … shall be presumptive evidence of the
authority of any person authorized by such will or codicil to
convey or otherwise dispose of the decedent’s property in this
state, or any right, title or interest therein.”
“Presumptive evidence” is hardly clear, but the language did not
last long. In 1979 it was changed to the following language:
“When admitted to record, the foreign will shall be as valid and
effectual to pass title to real property and any right, title,
or interest therein as if the will had been admitted to probate
in this state.” That moved the statute from vague to “still
vague” or maybe even “more vague.” What is the effect of any
will admitted to probate in Florida? Does it pass title by
itself or not?
That depends on the type of property and whom you ask. There are
some underwriters which believe that title to homestead is
vested with testate beneficiaries immediately, and do not even
require an Order Determining Homestead Status so long as the
Will is admitted to probate. Of course, by definition chapter
734 does not apply to homestead property, since it only applies
to non-Floridians.
Underwriters in Florida appear generally uncomfortable with the
concept of title to non-homestead property passing by admitting
a will to probate, either foreign or domestic. A personal
representative’s deed (with Florida letters of administration)
or an order of summary administration are almost always
required, either of which would make the procedure in chapter
734 to admit the will redundant and a waste of money since the
foreign Will gets admitted under either formal or summary
probate procedures. As a result, not very many petitions to
admit a foreign will under chapter 734 are filed these days.
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