4th DCA: Do the remainder beneficiaries of a revocable trust have standing to sue?

Siegel v. JP Morgan Chase Bank, --- So.3d ----, 2011 WL 4949794 (Fla. 4th DCA Oct 19, 2011)

This is the third 4th DCA appellate opinion arising out of this one case (see here, here). This time around the issue of standing was front and center. The remainder beneficiaries of a revocable trust are suing JP Morgan Chase, who served as trustee of the trust prior to the settlor's death. The crucial facts from a trust administration point of view were the following:

Rautbord appointed JP Morgan Chase Bank as her trustee in 1995 . . . . At some point after the execution of the 1995 amendment, Rautbord developed severe dementia.

Because the settlor was incapacitated, she lacked the requisite mental capacity to knowingly consent to JP Morgan Chase's actions as trustee of her revocable trust. This lack of knowing, competent consent is what opened the door to the remainder beneficiaries' lawsuit against the bank after the settlor died. Here's how the 4th DCA explained the law in New York that allowed the remainder beneficiaries to sue JP Morgan Chase. As reflected here in a similar 4th DCA case involving Bank of America, the result would likely be the same under Florida law.

In Siegel I, Judge Gross detailed New York law and concluded that the brothers did have standing to challenge the trust distributions. Specifically, the opinion held:

[U]nder New York law, after the death of the settlor, the beneficiaries of a revocable trust have standing to challenge pre-death withdrawals from the trust which [1] are outside of the purposes authorized by the trust and which [2] were not approved or ratified by the settlor personally or through a method contemplated through the trust instrument. By outside the purposes of the trust we mean any expenditures that were not “appropriate or advisable for the support, maintenance, health, comfort or general welfare of” Mrs. Rautbord.

Id. at 95–96 (emphasis in original). Explaining this holding, Judge Gross relied on New York law, which governs the trust:

The court in Estate of Morse, 177 Misc.2d 43, 676 N.Y.S.2d 407, 409 (N.Y.Sur.1998), described the broad reach of New York's concept of standing:

In that light, it has been noted that “anyone who would be deprived of property in the broad sense of the word ... is authorized to appear and be heard upon the subject” of whether a will that would thus affect him adversely should be admitted to probate ( Matter of Davis, 182 N.Y. [468, 472, 75 N.E. 530 (N.Y.1905) ] ). Accordingly, standing to object to probate does not require an interest that is “absolute”; a contingent interest will be enough ( see Matter of Silverman, 91 Misc.2d 125, 397 N.Y.S.2d 319). In other words, the uncertainty of an interest should not preclude its holder from seeking to protect it, i.e., she should have standing to object to a propounded instrument that makes the possibility of benefit even more remote or eliminates such possibility entirely.

Id. at 95–96. Judge Gross noted, “With an interest in the corpus of the trust after the death of their mother, the Siegels have standing to challenge the disbursements; they have alleged a concrete and immediate injury, caused by Novak and the Bank, which could be redressed by the circuit court. Without this remedy, wrongdoing concealed from a settlor during her lifetime would be rewarded.” Id. at 96 (emphasis added).

The mentally incapacitated settlor of a revocable trust can never knowingly "approve or ratify" any actions. No informed consent = potential future lawsuits for trustee.

Need informed consent from incapacitated trust settlor? Think court-appointed guardian . . .

When you serve as trustee of a revocable trust, your risk exposure is considerably less because under F.S. 736.0603(1), as long as the settlor is alive he or she is the only person you owe any fiduciary duties to. However, the lack of exposure to claims by remainder beneficiaries of a revocable trust is premised on the settlor's ability to give informed consent to your actions. If the settlor is mentally incapacitated . . . EVERYTHING CHANGES!

So what can you do if you're the trustee of a revocable trust whose settlor is mentally incapacitated? Well, one option is to simply resign. Saying "yes" to service as trustee of a revocable trust while the settlor is healthy is a world away from saying "yes" to service as trustee of the revocable trust of an incapacitated settlor. If you're not going to resign, then you need to think about how you're going to get informed consent for your actions as trustee. The goal is to make sure that perhaps years in the future, after the settlor has died and the remainder beneficiaries are examining - in hindsight - every move you ever made as trustee, no one can ever claim "wrongdoing [was] concealed from [the] settlor during her lifetime."

The best (perhaps only) way to ensure the trustee has the informed consent of an incapacitated settlor is to petition for the appointment of a guardian and then account/report to that guardian (until the settlor dies, accounting/reporting to the revocable trust's remainder beneficiaries may violate your duty of confidentiality to the settlor).

Once you have a court-appointed guardian, you've put in place the foundation for legally binding informed consent (thus foreclosing future lawsuits by disgruntled remainder beneficiaries). Building on that foundation, any trust accounting you serve on the settlor's guardian that is subsequently approved of by court order in which all "interested persons" have been served (i.e., make sure you serve all of the revocable trust's remainder beneficiaries in the context of the guardianship proceeding), will then legally bind the settlor and all remainder beneficiaries. Presto! No future lawsuits. If JP Morgan Chase had coupled these protective measures with a trust-accounting "limitations notice" triggering the shortened 6-month statute of limitations period for all items fully disclosed in each respective accounting/report [see F.S. 736.1008(2)], my guess is that any real (or even arguable) wrongdoing would have been caught early, corrected to the court's satisfaction, and the beneficiaries of this trust would have been spared close to a decade of costly litigation after the settlor's death.

Join me in December at upcoming NBI seminar: "Estate Administration Procedures: Why Each Step Is Important"

In December I'm scheduled to teach a one-hour segment on probate & trust litigation at an upcoming NBI seminar entitled "Estate Administration Procedures: Why Each Step Is Important." Click here for more information about the seminar and the other speakers. The dates and locations for the seminar are:

  • Miami, FL - December 6, 2011
  • Fort Lauderdale, FL - December 7, 2011
  • West Palm Beach, FL - December 8, 2011 (I won't teach this day)

If you're an attorney looking to expand your practice into probate-administration matters, this introductory-level seminar is probably a good idea for you.

4th DCA: Are "discharge clauses" in contingency fee agreements for probate litigation ethics violations that are per se unenforceable?

Guy Bennett Rubin, P.A. v. Guettler, --- So.3d ----, 2011 WL 4577670 (Fla. 4th DCA Oct 05, 2011)

The Florida Bar ethics rules governing contingent fee agreements are found in Rule 4-1.5(f). Other than in divorce and criminal-defense cases [Rule 4-1.5(f)(3)], contingent fees are acceptable in any form of litigation, including contested probate and trust proceedings.

There's not a lot of Florida case law out there addressing contingent fees in probate cases. So the linked-to opinion above should be of special interest to any probate litigator taking cases on a contingency fee basis. What this case makes painfully clear is that Florida law shifts 100% of the risk of NOT getting paid in contingency cases to lawyers who are prematurely discharged by their clients, even if the discharge is without cause and the fee agreement contains a fallback hourly-fee payment clause (a “discharge clause”).

Case Study:

In the linked-to case above the law firm took this probate case on a contingency fee basis. The firm was then fired without cause and the litigation apparently abandoned by the client before any recovery was obtained. The law firm asked the trial court for an order compelling payment for work done prior to the discharge under the following discharge clause contained in its fee agreement.

["Discharge Clause"]

In the event I discharge the firm prior to resolution by judgment or settlement, or if I elect to no longer pursue the Anticipated Claims as identified herein-below, I agree to immediately thereafter pay LAW FIRM accrued hourly legal fees based upon the hourly rates as follows:

Services of Guy Bennett Rubin $500/hr., all other attorneys $400/hr., all paralegals $150/hr., all legal assistants $100/hr. listed in paragraph 4 immediately above.

[Nature of Claims]

ANTICIPATED CLAIMS: Dispute and contest the last will and testament of Leo Guettler Jr. and/or revocable trust of Leo Guettler Jr.; defense of claims b y Edna L. Guettler, Inc. and dissolution or liquidation of my interest in Edna L. Guettler, Inc.

Trial court said NO, concluding that the discharge clause constituted a penalty provision in violation of ethics rule 4–1.5, and was thus NOT enforceable as a matter of law. The 4th DCA agreed:

“An attorney shall not enter into an agreement for, charge, or collect an illegal, prohibited, or clearly excessive fee or cost....” Rule 4–1.5(a), Rules Regulating the Florida Bar. A termination-of-services clause in a contingency-fee agreement, which provides for the client to pay the discharged law firm for all services rendered up through the date of termination at the prevailing hourly rate for firm members, if the client abandons or dismisses the claim, violates rule 4–1.5 on its face. The Fla. Bar v. Hollander, 607 So.2d 412, 414 (Fla.1992).

In The Florida Bar v. Doe, 550 So.2d 1111 (Fla.1989), the contingency-fee contract included a “discharge clause” which permitted the client to discharge Doe only after paying him the greater of $350 per hour for all the time spent on the case or forty percent of the greatest gross amount offered in settlement. At the disciplinary hearing, the referee found that while the contingent fee contract violated rule 4–1.5 on its face, there was no testimony offered that Doe's actions were ever in violation of the rules; consequently, the referee found that Doe was not guilty of any ethical violation warranting disciplinary proceedings. Id. at 1112. However, on review, the supreme court disagreed because “the contract itself shows an ethical violation.” Id. The court found that the discharge provision had the effect of intimidating the client into not exercising her right of discharge and penalized the client for exercising this right. Id. at 1113. The court concluded that “[a]n attorney cannot exact a penalty for a right of discharge. To do so is contrary to our statement of policy in Rosenberg ....” Id. See also The Fla. Bar v. Spann, 682 So.2d 1070, 1072–73 (Fla.1996) (finding that a contingency-fee agreement that provided for payment based on a specified hourly rate upon termination by the client constitutes a penalty clause in violation of rule 4–1.5 because the client would be forced to pay the attorney upon discharge even where the contingency had never been met). 

***************

Even if the Agreement is unenforceable as a matter of law, Rubin argues that he should have been permitted to proceed on the theory of quantum meruit as pled in Count III of his complaint. “A Florida Bar member who has entered into an improper fee agreement is nonetheless entitled to receive the reasonable value of his or her services on the equitable basis of quantum meruit.” Patterson v. Law Office of Lauri J. Goldstein, P.A., 980 So.2d 1234, 1236, n. 1 (Fla. 4th DCA 2008) (citing Chandris, S.A. v. Yanakakis, 668 So.2d 180, 186, n. 4 (Fla.1995)). However, an action for quantum meruit “arises only upon the successful occurrence of the contingency. If the client fails in his recovery, the discharged attorney will similarly fail and recover nothing.” Rosenberg, 409 So.2d at 1022. Here, the trial court found that there was no evidence that the plaintiffs received anything as a result of the litigation. Instead, the Guettlers dismissed their claims against the estate and recovered nothing. Therefore, because the contingency did not occur, Rubin is not entitled to any quantum meruit recovery.

Lesson learned?

In Florida, if you agree to take a probate case on a contingency fee basis, you assume 100% of the risk of NOT getting paid for your work if your client decides to fire you and/or abandon the claim before the case is over, even if you've done nothing wrong. This risk may be worth taking, but Florida probate lawyers (who don't do contingency cases on a regular basis) need to know it exists. Adding insult to injury, not only might you not get paid, you might end up getting sanctioned by the Florida Bar if you include a discharge clause in your contingency fee agreement. It's telling that the 4th DCA cited to two such cases in its opinion (see above).

4th DCA: When can a probate judge assess the winning side's attorney's fees against a litigant for bad faith, wrongdoing or frivolousness?

Levin v. Levin, --- So.3d ----, 2011 WL 3477032 (Fla. 4th DCA Aug 10, 2011)

In both F.S. § 733.106(4) and F.S. § 733.6175(2), a probate judge is given the express statutory authority to determine from whose share of the estate attorneys fees incurred in wrongful, frivolous or bad faith litigation will be paid. This type of sanction against wrong doing is akin to a F.S. § 57.105 motion for fees, a comparison I previously wrote about here.

My experience has been that judges usually don't pull the trigger on this sort of sanction until things get really, really bad. By then, there's no doubt the wrongdoer is acting way out of bounds, and the court simply enters an order assessing the winning side's attorneys' fees against the losing side. What's wrong with this picture is that busy trial-court judges may be tempted to NOT include detailed findings of fact in their fee orders. Trial lawyers need to guard against this omission if they want to ensure their hard-fought-for fee orders stand up on appeal. The 3d DCA recently ruled that an attorney's fee order without supporting detailed findings is per se reversible error [click here].

In the linked-to opinion above the trial court's fee order was reversed NOT because the sanction wasn't warranted, but simply because the order failed to contain the requisite findings of bad faith, wrongdoing or frivolousness needed to make it stick on appeal.

In this probate case, appellant appeals a judgment assessing attorney's fees against her share of the estate as well as an order taxing costs against her. The trial court did not make the requisite finding of any bad faith, wrongdoing, or frivolousness before awarding fees against appellant's share of the estate. See Geary v. Butzel Long, P.C., 13 So.3d 149 (Fla. 4th DCA 2009); In re Estate of Lane, 562 So.2d 352 (Fla. 4th DCA 1990). Accordingly, we reverse and remand for the trial court to determine, either from the record or after an evidentiary hearing, whether appellant engaged in any bad faith, wrongdoing, or frivolousness in the pursuit of her claim. 

 

New legislation clarifies when Rule 1.525's 30-day deadline for attorney's fee motions apply to contested probate, guardianship and trust proceedings

If, when and how Civ. Pro. Rule 1.525, the rule setting a 30-day post-judgment deadline for filing attorney's fee motions in civil litigation, applies to contested probate, guardianship and trust proceedings, is an important question. The last thing any lawyer wants to do is blow a deadline for claiming fees on behalf of his client. Here’s what the rule says:

Any party seeking a judgment taxing costs, attorneys’ fees, or both shall serve a motion no later than 30 days after filing of the judgment, including a judgment of dismissal, or the service of a notice of voluntary dismissal.

Florida appellate courts have upheld application of Rule 1.525's 30-day deadline to all adversary probate and guardianship proceedings (there's never been any question that Rule 1.525 does NOT apply to NON-adversary probate/ guardianship proceedings), and arguably to all trust proceedings. See Price v. Austin, 43 So.3d 789 (Fla. 1st DCA 2010) (adversary guardianship proceeding, click here); Hays v. Lawrence, 1 So.3d 1176 (Fla. 5th DCA 2009) (adversary probate proceeding, click here); Donkersloot v. Donkersloot, 993 So.2d 126 (Fla. 2d DCA 2008) (trust litigation, click here).

However, a rule designed to apply in the general commercial litigation context didn't really work in the probate, guardianship and trust context, where fee petitions are appropriately filed all the time, not just after a final judgment is entered. To fix this glitch in 2011 legislative and rule changes were adopted completely eliminating Rule 1.525's 30-day deadline in the adversary probate and guardianship context, and limiting Rule 1.525's 30-day deadline to fee petitions filed in trust proceedings by anyone other than the trustee (e.g., a beneficiary suing the trustee for malfeasance).

[1]  Rule 1.525 NOT Applicable to ANY Probate or Guardianship Proceeding:

In In re Amendments to Florida Probate Rules, --- So.3d ----, 2011 WL 4467595 (Fla. Sep 28, 2011), the Florida Supreme Court amended subdivision (d)(2) of Probate Rule 5.025 (the rule governing adversary probate and guardianship proceedings), completely eliminating Rule 1.525's application in the adversary probate and guardianship context as follows:

(2) After service of formal notice, the proceedings, as nearly as practicable, must be conducted similar to suits of a civil nature, including entry of defaults. The Florida Rules of Civil Procedure govern, except for rule 1.525.

[2]  Rule 1.525 Applicable to ONLY Certain Contested Trust Proceedings:

In 2011 the Florida legislature adopted new subsection (6) to Fla. Stat. § 736.0201 specifically limiting Rule 1.525’s application to anyone other than the trustee (e.g., a beneficiary suing the trustee for malfeasance) as follows:

Fla. Stat. § 736.0201(6): 

Rule 1.525, Florida Rules of Civil Procedure, shall apply to judicial proceedings concerning trusts, except that the following do not constitute taxation of costs or attorney’s fees even if the payment is for services rendered or costs incurred in a judicial proceeding:

(a) A trustee’s payment of compensation or reimbursement of costs to persons employed by the trustee from assets of the trust.

(b) A determination by the court directing from what part of the trust fees or costs shall be paid, unless the determination is made under s. 736.1004 in an action for breach of fiduciary duty or challenging the exercise of, or failure to exercise, a trustee’s powers.

For more on the analysis that went into the new trust-code provision limiting Rule 1.525's 30-day deadline to only certain trust proceedings, you'll want to read Florida House of Representative's Staff Analysis of CS/HB 325.

I was there when Venezuelans buried ex-President Carlos Andrés Pérez

This I believe: "Always go to the funeral." This philosophy took my co-counsel, Alex Gonzalez, and me to Caracas, Venezuela where we witnessed first hand the fruit of our labor in this high profile case: thousands of ordinary Venezuelans, jubilantly taking to the streets, welcoming home the remains of their ex-president, Carlos Andrés Pérez. Our clients, President Pérez's widow, Blanca de Pérez, and her children, beamed with pride and satisfaction as he was finally laid to rest in his native soil after months of heated litigation in Miami. 

This was the final chapter in a case that had started for me with a phone call in Miami in late December 2010, and ended ten months later in October 2011, with President Pérez's burial in Venezuela. 

The litigation was over President Pérez's place of burial: Miami vs. Venezuela. The legal issues at play were similar to those in the burial dispute involving Ana Nicole Smith's remains [see herehere]. I made my first public appearance in this case in early January 2011, when we obtained an emergency order halting President Pérez's burial in Miami over the objections of his wife and children in Venezuela (a copy of the order was posted here by the Miami Herald). 

From the start, every court appearance in this case drew multiple reporters and camera crews, reporting the story both domestically and internationally, in English and Spanish [see, e.g., NYT coverage hereWSJ coverage hereEl Universal coverage hereEl Nuevo Herald coverage hereFOX News coverage here]. For a complete set of AP photographs of the case click here.

Given this level of media attention, the Chavez regime's decade-long grip on power in Venezuela and embrace of poisonous anti-democratic rhetoric, plus Miami's large exile community, the litigation inevitably took on troubling political overtones. Fortunately, in the end, justice prevailed and President Pérez was buried in Venezuela.

Here's an excerpt from a piece in the Miami Herald, Venezuelans mourn former president Perez, reporting on President Pérez's final burial in Venezuela:

CARACAS, Venezuela -- Thousands of Venezuelans attended a wake for former President Carlos Andres Perez on Wednesday amid tears and speeches a day after his remains arrived in his homeland and ended a a bitter family feud over his final resting place.

Politicians, relatives and supporters of Perez crowded around his closed casket at the headquarters of the Democratic Action party in downtown Caracas and sang the party's anthem.

"Rest in peace, president," said Caracas Mayor Antonio Ledezma, once a confidant of Perez.

The remains of Perez arrived in Venezuela nine months after his death in Miami at age 88 set off a feud between his wife, who wanted to bring the body home, and his mistress in the United States, who said Perez had vowed repeatedly never to return as long as political arch-nemesis Hugo Chavez was president.

The two sides finally reached a confidential settlement sending his body back to his homeland.

There's gotta be a better way.

The way burial disputes are currently adjudicated in Florida needs to change. As things stand now, in burial dispute cases Florida courts are permitted to accept unwritten, hearsay opinion testimony from anyone who shows up and says he's got something to say about what the decedent "would have wanted," if he'd gotten around to writing down his wishes. This approach opens the door to drawn out litigation over the decedent's burial "intent," invites abuse and inflames family discord in cases where there really are no winners.

There is a better way. Florida needs new legislation governing burial disputes adopting the same approach already applied to living will/end-of-life cases: if the decedent didn't leave written instructions as to his burial wishes, his next of kin, in the same order of priority applicable to living will/end-of-life cases (see F.S. 765.401), has sole authority to decide his place of burial. Period, end of story, no hearsay testimony, no opinion testimony, no exceptions, no drawn out trials. If that type of statute had been in place in 2010, all sides of the President Pérez burial case would have been spared the stress, grief and expense of months of heated litigation.

1st DCA: Does a will without a residuary clause = partial intestacy?

Basile v. Aldrich, --- So.3d ----, 2011 WL 3696309 (Fla. 1st DCA August 23, 2011)

At one time—under the Florida statute of wills of 1828, in force until the Revised Statutes took effect on June 13, 1892—a will was ineffective to devise Florida real estate that the testator had no interest in at the time the will was executed. Since June 13, 1892, however, a will containing a residuary clause has been effective to transfer after-acquired property. This rule is currently codified in F.S. 732.6005(2). Here's what the statute says; I've italicized the crucial text at the heart of the linked-to case above.

732.6005Rules of construction and intention.—

(1) The intention of the testator as expressed in the will controls the legal effect of the testator’s dispositions. The rules of construction expressed in this part shall apply unless a contrary intention is indicated by the will.

(2) Subject to the foregoing, a will is construed to pass all property which the testator owns at death, including property acquired after the execution of the will.

Based on this statute the trial court in the linked-to case above ruled that a will devising certain specifically identified property to certain specifically named beneficiaries -- but containing no residuary clause -- resulted in the specific devisees taking everything. Wrong answer, says the 1st DCA.

The problem - a Will with NO residuary clause.

A residuary estate, in the law of wills, is any portion of the testator's estate that is not specifically devised to someone in the will, or any property that is part of such a specific devise that fails. It is also known as a residual estate or simply residue. The will may identify the taker of the residuary estate through a residuary clause or residuary bequest. The person identified in such a clause is called the residuary taker, residuary beneficiary, or residuary legatee. If no such clause is present, however, the residuary estate will pass to the testator's heirs by intestacy. That's what happened in this case.

Here's how the 1st DCA described the will at issue in this case:

On April 5, 2004, Ms. Aldrich wrote her will on an “E–Z Legal Form.” In Article III, entitled “Bequests,” just after the form's pre-printed language “direct[ing] that after payment of all my just debts, my property be bequeathed in the manner following,” she hand wrote instructions directing that all of the following “possessions listed” go to her sister, Mary Jane Eaton:

—House, contents, lot at 150 SW Garden Street, Keystone Heights FL 32656

—Fidelity Rollover IRA 162–583405 (800–544–6565)

—United Defense Life Insurance (800–247–2196)

—Automobile Chevy Tracker, 2CNBE 13c916952909

—All bank accounts at M & S Bank 2226448, 264679, 0900020314 (352–473–7275).

Ann also wrote: “If Mary Jane Eaton dies before I do, I leave all listed to James Michael Aldrich, 2250 S. Palmetto 114 S Daytona FL 32119.” Containing no other distributive provisions, the will was duly signed and witnessed.

Three years later, Ms. Eaton did die before Ann, becoming her benefactor instead of her beneficiary. Ms. Eaton left cash and land in Putnam County to Ms. Aldrich, who deposited the cash she inherited from Ms. Eaton in an account she opened for the purpose with Fidelity Investments. On October 9, 2009, Ann Dunn Aldrich herself passed away, never having revised her will to dispose of the inheritance she had received from her sister.

NO residuary clause = intestacy.

Whenever possible, courts will construe wills in a way that disposes of all of the testator's estate and avoids intestacy. The Florida Probate Code section that's supposed to make this all happen is F.S. 732.6005. When in doubt, this statute authorizes a court to interpret or "construe" an ambiguous will in a way that avoids intestacy. But if the will simply doesn't say what to do with the testator's residuary estate, the result is partial intestacy; F.S. 732.6005 does NOT authorize a court to fill a blank slate with its best guess as to what the decedent would have wanted. The trial court in this case failed to grasp that distinction. Wrong answer, says the 1st DCA. Here's why:

We hold that, where a will fails to dispose of all of a decedent's property (Ann's will has no residuary clause), “partial intestacy” results; and that property Ann owned at the time of her death not disposed of by her will passes to her heirs, in the manner prescribed by sections 732.101–.111, Florida Statutes (2009). Accordingly, we reverse and remand.

*****

Only subsection (1) of section 732.6005 applies to the dispute here: If discernible from the will, the testator's intent must be given effect, unless doing so would be illegal or otherwise contrary to public policy. . . . Subsection (2) of section 732.6005 does not apply because it is expressly “[s]ubject to” subsection (1), which provides: “The intention of the testator as expressed in the will controls the legal effect of the testator's dispositions.” § 732.6005(1), Fla. Stat. (2009). The language of Ann's will is unambiguous and its intent is clear.

Ms. Aldrich devised her house and lot in Keystone Heights, and bequeathed its contents, together with other personal property that the will identifies with painstaking specificity. Her will plainly evinces an intent to dispose of each particular item of property the will names. Equally plainly, the will manifests no intent to dispose of [her residuary estate], property the will does not allude to in any way.

*****

Synecdoche is a rhetorical device, not a judicial doctrine. “[I]f a will disposes of only one small specific item out of a large and valuable estate, it would be absurd to hold that the devisee of that one small item is entitled to the remainder of the estate.” Matter of Estate of Allen, 150 Mich.App. 413, 388 N.W.2d 705, 707 (1986). The same logic applies in the present case.

*****

A testator may choose to dispose of only a portion of his or her estate by will, allowing the balance to descend under the laws of intestate succession. . . . While the will does not dispose of all the property Ann Dunn Aldrich owned at her death, this circumstance is hardly unique to her or her estate and does not contravene any rule of law or public policy. Nor does the will reflect any mistake on her part.

*****

Section 732.6005(2) is, after all, a rule of construction. Rules of construction are to be resorted to only if the testator's intent cannot be ascertained from the will itself.  . . . The presumption against partial intestacy is designed to resolve ambiguities where they exist. The presumption should not be applied to create ambiguities in a will where none would otherwise exist.