Fiduciary Duty of Personal Representatives to Survivors Under Florida's Wrongful Death Act
Florida's Wrongful Death Act, Sections 768.16-768.26, contains the list of people who may recover damages for the death of an individual caused by the fault of another. These individuals are referenced in the Act as survivors.
Survivors are not allowed to bring separate lawsuits against the at-fault parties. Rather, their claims are brought on their behalf by a Personal Represenative or PRs appointed by the court. This is a serious responsibility and PRs are charged with doing it properly. PRs have a fiduciary duty to each survivor. Section 733.602 Florida Statutes and In re Estate of Wiggins, 729 So.2d 523 (Fla. 4th DCA 1999). Among other things, the fiduciary duty requires PRs to proportion the proceeds for survivors and the estate in a reasonable and equitable manner. Continental National Bank v. Brill, 636 So.2d 782 (Fla. 3rd DCA 1994); University Medical Center v. Ziegler, 625 So.2d 125 (Fla. 5th DCA 1993); Guadalupe v. Peterson, 779 So.2d 494 (Fla. 2nd DCA 2000); and Thompson v. Godson, 825 So.2d 941 (Fla. 1st DCA 2002) review denied 835 So.2d 266 (Fla. 2002).
Disputes often arise among survivors over the allocation of the proceeds recovered in a case by settlement or final judgment. Part of a PR's fiduciary duty is to see that the proceeds are allocated equitably. This is sometimes easier said than done. For instance, the PR may also be a survivor and may try to allocate a disproportionate share to himself or herself. Another example of which I recently became aware involved the PR, who was the grandmother of a young decedent, trying to allocate significantly more of the settlement proceeds to her daughter, the mother of the deceased child, than to the child's father. (The parents were divorced.)