Case Citation
Legal Case Name

BERNAL v. MARIN Case Brief

District Court of Appeal of Florida, Third District2016
196 So.3d 432 Trusts & Estates Property Statutory Interpretation

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Case Brief Summary & Legal Analysis

General Brief
4 min read

tl;dr: A settlor’s will generally stated it revoked “all other…trusts.” The court held this language, though not specific enough to automatically revoke an earlier trust under one part of a statute, could still effect revocation under the statute’s ‘catch-all’ provision if supported by clear and convincing extrinsic evidence.

Legal Significance: A will that fails to meet the specific requirements for revoking a trust under Fla. Stat. § 736.0602(3)(b)(1) may still serve as evidence of revocation under the statute’s alternative ‘any other method’ provision, § 736.0602(3)(b)(2), which focuses on the settlor’s intent.

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Case Facts & Court Holding

Key Facts & Case Background

In 2004, Renee Zintgraff created a revocable living trust, funding it with her residence and a brokerage account. The trust named her cousin, Christiane Marin, as successor trustee and various charities as remainder beneficiaries. The trust instrument reserved Zintgraff’s right to revoke but did not specify a method for doing so. Four years later, in 2008, Zintgraff executed a will naming Oscar Bernal as her personal representative and sole beneficiary of her entire estate. The will contained a general revocation clause stating, “I…declare this to be my Last Will and Testament, revoking all other wills, trust and codicils previously made by me.” The will did not specifically name the 2004 trust or specifically devise the property held within it. After Zintgraff’s death, Bernal sought to have the trust assets declared part of the probate estate, arguing the will revoked the trust. Marin, as trustee, argued the revocation was ineffective. The trial court granted summary judgment for Marin, finding the will’s general language insufficient to revoke the trust. Bernal appealed.

Court Holding & Legal Precedent

Issue: Under Florida law, can a will that generally purports to revoke all prior trusts, but fails to specifically identify the trust or its property, nonetheless effect a revocation under a statutory provision allowing for revocation by “[a]ny other method manifesting clear and convincing evidence of the settlor’s intent?”

Yes. A will that fails to meet the specific revocation requirements of Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor si

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Legal Issue

Under Florida law, can a will that generally purports to revoke all prior trusts, but fails to specifically identify the trust or its property, nonetheless effect a revocation under a statutory provision allowing for revocation by “[a]ny other method manifesting clear and convincing evidence of the settlor’s intent?”

Conclusion

This case establishes that under Florida law, a will's failure to meet Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exerc

Legal Rule

Pursuant to Florida Statutes § 736.0602(3), if a revocable trust does not Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in cu

Legal Analysis

The court's analysis centered on the proper interpretation of Florida's trust revocation Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim

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Flash Summary

  • A will that generally revokes all prior “trusts” but fails to
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit

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