951Fla.COHEN v.
GUARDIANSHIP OF COHEN
Cite as 896 So.2d 950 (Fla.App. 4 Dist. 2005)after execution of his
will; decedent changed his burial desire after moving from New York to
Florida, and doctor who examined testator for competency testified that
testator wished to be buried with his wife in Florida, other verbal
expression son the matter were consistent in his wish to be buried in
Florida.4. Dead Bodies O1A testamentary disposition of the testator’s
body is not conclusive of the decedent’s intent if it can be shown by
clear and convincing evidence that he intended another disposition for
his body.5. Appeal and Error O1008.1(3)It is not the function of an
appellate court to substitute its judgment for that of the trial court
by reevaluating the evidence presented below.6. Appeal and Error
O1010.1(6)A trial court’s factual determination will be upheld if it is
supported by competent, substantial evidence. W. Sam Holland of Hinshaw
& Culbert-son, LLP, Fort Lauderdale, for appellants. Clifford B. Hark
and Laura Bourne Burkhalter of Hark & Associates, P.A., Boca Raton, for
appellee. WARNER, J. The brother and sister of the deceased , Hilliard
Cohen, appeal the probate court’s order requiring the burial of the
deceased in a Florida cemetery, where he could be buried next to his
wife of forty years, instead of the family cemetery plot in NewYork.
Hilliard’s 1992 will contained a
re-quest to be buried in the family plot, but his wife and others
testified that he wished to be buried in Florida where his wife could
also be buried.
Because we conclude that the provisions of the will are not
conclusive, we affirm the
court’s refusal to enforce the burial instructions in the will under the
evidence presented in this case.
Hilliard and Margaret Cohen were married for forty years at the time
of his death. They had four children together, and she had two from a
previous marriage. Hilliard was
Jewish and Margaret was not. They celebrated some religious
holidays with the family, but they did not belong to a temple, nor did
the children regularly attend services. Hilliard never had a barmitzvah
ceremony. The Cohen family had a
family plot in Mount Hebron Cemetery, a Jewish cemetery in New
York, purchased by Hilliard’s grandfather.
All of Hilliard’s family and their spouses were buried there.
Hilliard and Margaret lived in New York until 1998 when they moved to
Florida. After relocating to Florida, Hilliard be-gan to have health
problems. Around1999, Hilliard
told Margaret that he want-ed to be buried in his family plot in Mount
Hebron with her. However, in May of2001, when Hilliard went into
the hospital, he and Margaret first discussed being buried together in
Florida.Hilliard’s brother and sister, Ivan and Cressie, were close to
him, but they did not have a good relationship with Margaret. As a
result, Hilliard would visit with them in Arizona and New York after he
moved to Florida. In February 2002,
Ivan took Hilliard to a doctor
in Arizona, who diagnosed him with dementia and Parkin-son’s
disease. Later that year, while visit-ing Cressie in New York, he
executed a durable power-of-attorney, naming Ivan as his agent. When
Hilliard returned to Florida, Margaret would not allow Ivan or Cressie
to see Hilliard, necessitating them to obtain a court order permitting
visits. In May of 2003, Margaret filed a petition to determine
Hilliard’s incapacity, alleging t hat Hilliard suffered from various dis-eases,
including dementia and Alzheimer’s.
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952Fla.896 SOUTHERN REPORTER, 2d SERIES A subsequent petition for
appointment of a guardian was filed. In the course of those proceedings,
Hilliard met with the attorney ad litem appointed to represent him.
Hilliard told the attorney that he did not want a guardian but expressed
no preference as to who should be appointed if he were declared
incompetent. He also told the attorney that he was aware of the rift
between his siblings and his wife and felt caught in the middle. A
physician who examined Hilliard testified that during the examination
Hilliard expressed the sentiment that he wished to be buried in Florida
with his wife. Ivan also filed a petition to be appointed Hilliard’s
guardian, based upon the durable power-of-attorney. However,
while both petitions were
pending, Hilliard died. Shortly before Hilliard’s death, Ivan
produced a will that Hilliard had apparently executed in 1992 in New
York, in which he directed that he be buried in ‘‘a traditional Jewish
burial in our family plot in Mount Hebron Cemetery, Flushing, Queens,
N.Y.’’ In that will, he appointed Ivan as executor. The will also left
only the statutory minimum to Margaret.
Ivan testified that at the time
Hilliard executed the will he was angry with Margaret be-cause he
believed she was having an affair. When Margaret found out about
the will, she asked Hilliard about it. He denied ever executing a will,
saying that he had signed something in New York regarding Cressie’s
house. After Hilliard’s death, Margaret planned to have Hilliard
cremated, as they had discussed before his death. They chose cremation
due to financial considerations and because Hilliard was angry with his
brother. Prior to the cremation, Ivan sought a court order to enforce
the burial provisions of the will. During a hearing to prevent the
cremation, Margaret changed her mind after hearing a rabbi testify that
it was against Jewish law. She then want-ed a burial in Florida as they
had dis-cussed, where she could be by his side like she ‘‘ha[d] been the
last forty years.’’ The trial court held two evidentiary hearings
regarding the disposition and burial of the deceased. In addition to the
testimony of Margaret, Ivan, and Cressie, a
rabbi testified as to Jewish
burial customs.
He explained that: a) Cremation is prohibited under Jewish law and would
not be considered a traditional Jewish burial;b)
Jewish tradition is that
husbands and wives are buried together as long as the wife is Jewish; c)
Some Jewish cemeteries allow a non-Jew to be buried but not in the
confined Jewish cemetery area; and
d) More
recent traditions allow Jews who are married to non-Jewish spouses to be
buried
in the same cemetery but not in the exclusive restricted area.
The family plot in Mount Hebron was in the
Jewish restricted area;
therefore, Margaret could not be buried there. Finally,
Hilliard’s daughter testified that he had expressed a desire to be
buried with his wife in Florida. The trial court determined that the
will was ambiguous as to Hilliard’s intent be-cause it stated that
Hilliard wanted a ‘‘traditional Jewish burial,’’ yet his wife could not
be buried in Mount Hebron with him. Because the will was ambiguous, the
court considered the extrinsic evidence and determined that Hilliard’s
true intent was to be buried alongside Margaret.
The court therefore ordered
Hilliard to be buried in the Florida cemetery.
This case presents an issue of first impression in Florida. The
question present-ed is whether a
deceased’s testamentary burial instructions are binding upon the court
or may be disregarded when the testator has made a subsequent oral
statement of desire as to his final resting arrangements. The
parties and the trial court considered the issue as though it was
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953Fla.COHEN v. GUARDIANSHIP OF COHENCite as 896 So.2d 950 (Fla.App.
4 Dist. 2005)necessary to find an ambiguity in the wil lin order to vary
its terms by the oral statements of the deceased. We instead affirm the
trial court’s ruling, adopting the majority view that provisions in a
will re-garding burial instructions are not conclusive of a testator’s
intent, and the trial court may take evidence that the testator changed
his or her mind regarding disposition of his body.[1] The common law
recognized no property right in the body of a deceased. See Jackson v.
Rupp, 228 So.2d 916, 918(Fla. 4th DCA 1969). In the absence of a
testamentary disposition, the spouse of the deceased or the next of kin
has the right to the possession of the body for burial orother lawful
disposition. Kirksey v. Jernigan, 45 So.2d 188, 189 (Fla.1950).[2]
Where the testator has expressed his exclusive
intention through the will, the testator’s wishes should be honored. Fo
rinstance, in Kasmer v. Guardianship ofLimner, 697 So.2d 220 (Fla. 3d
DCA 1997),the testator directed that his body be cre-mated. The executor
of the will refused to follow that direction for reasons of con-science.
The court concluded that the tes-tamentary language was controlling,
andthe executor was required to fulfill the testator’s directives. 697
So.2d at 221.However, Kasmer was not a case wherethe testator indicated
a change of mind asto the disposition of his body subsequent to the
execution of the will. Looking to decisions of other states,whether to
enforce the will provisions re-garding disposition of the testator’s
body depends upon the circumstances of the case. Having recognized
certain property rights in dead bodies, many courts have announced the
rule that a person has the right to dispose of his own body by will.
However, courts, while paying lip service to the doctrine of
testamentary disposal, have in certain instances permitted the wishes of
the decedent’sspouse or next of kin to prevail over those of the
testator. In other instances, courts have accepted and acted upon
evidence that indicated that the dece-dent’s wishes concerning the
dispositionof his body had changed since the execu-tion of his will.B.C.
Ricketts, Annotation, Validity and Effect of Testamentary Direction as
toDisposition of Testator’s Body, 7 A.L.R.3d747 § 1[b] (1966) (footnotes
omitted).Page on Wills states:The states have differed as to whethersuch
provisions [will provisions for thedisposition of the testator’s body]
shouldbe treated as binding upon the court and executor or as
non-binding statements ofdesire which may be set aside and ig-nored by
the surviving next of kin. Themajority position appears to be that such
provisions are not binding and thatthe next of kin have a superior right
to determine the place and method of buri-al. In effect then, under this
position,the dead body of the testator and itsparts are not considered
property whichmay be disposed of by will.William J. Bowe & Douglas H.
Parker,Page on Wills § 16.19 (3d ed. 1982).Courts have held that a will
provisiondirecting the disposition of the testator’sbody may be altered
or cancelled informal-ly. See 7 A.L.R.3d 747 § 3(b). For in-stance, in
Nelson v. Schoonover, 89 Kan.779, 132 P. 1183 (1913), overruled on
othergrounds, Daum v. Inheritance Tax Com-mission of Kansas, 135 Kan.
210, 9 P.2d992 (1932), the testatrix specified her buri-al location in
her will, yet the court refusedto enforce the provision because her hus-band
stated that she had expressed a dif-ferent desire. The court said:Courts
have sometimes been called uponto settle disagreements between
rela-tives as to the place in which an inter-