LAW.coLAW.co

Dana Gerson Rosenberg v. in Re: Estate of Donald Myron Gerson

2026-08-26

Summary

Holding. The appellate court dismissed the appeal for lack of jurisdiction, holding that the trial court's order—which merely authorized the attorney-in-fact to exercise the elective share right and found it in the spouse's best interest—was not a final order because it did not finally determine any party's entitlement to estate property; the ultimate rights and obligations remained contingent on the actual exercise of the election.

A probate court approved a petition by an attorney-in-fact to exercise a surviving spouse's right to take an elective share of a deceased person's estate. The court determined that taking the elective share was in the surviving spouse's best interest and authorized the attorney-in-fact to proceed with making the election. The decedent's adult children appealed, contending the order was final and appealable because it determined entitlement to a portion of the estate.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether a probate court order authorizing an attorney-in-fact to exercise a spousal elective share is final and appealable
  • Whether approval to exercise an elective share finally determines a party's entitlement to estate property
  • The scope of authority granted by a power of attorney containing "protect" and "conserve" language

Procedural posture

The appellants appealed from a probate court order granting the attorney-in-fact's petition to be authorized to exercise the surviving spouse's elective share right.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Third District Court of Appeal

State of Florida

Opinion filed August 26, 2026.

Not final until disposition of timely filed motion for rehearing.

No. 3D25-1990

Lower Tribunal No. 25-2357-CP-02

Dana Gerson Rosenberg, et al.,

Appellants,

vs.

In Re: Estate of Donald Myron Gerson,

Appellee.

An Appeal from the Circuit Court for Miami-Dade County, Jose L. Fernandez, Judge.

Sloto & Diamond, PLLC, and Seth S. Diamond and Carolyn L. Kirkland, for appellants.

Minerley Fein, P.A., and Andrew Fein (Boca Raton), for appellee.

Before SCALES, C.J., and LOGUE and BOKOR, JJ.

BOKOR, J.

ON MOTION TO DISMISS

This appeal comes from an order of the probate court, ruling that (1)

an elective share of the probate estate is in the best interest of the decedent’s

surviving spouse, and that (2) the surviving spouse’s attorney-in-fact is

authorized to make the election on her behalf. Because the order is non-final

and not otherwise appealable, we have no jurisdiction.

I.

On March 5, 2015, Sandra Gerson executed a durable power of

attorney appointing her son, Zane Ullman, as attorney-in-fact. The document

authorizes Ullman to “protect” and “conserve” any property in which Gerson

may have an interest. On March 14, 2025, Gerson’s husband, Donald Myron

Gerson, died intestate, survived not only by his spouse Sandra but by the

appellants Dana Gerson Rosenberg and Mindy Dara Gerson—the

decedent’s two adult children.

The decedent’s children filed for administration of the estate. On June

20, 2025, Sandra moved to take an elective share as the surviving spouse.

The decedent’s children moved to strike her filing as legally insufficient. On

September 10, 2025, Ullman, as Sandra’s attorney-in-fact, filed his “Petition

for Approval to Exercise Right of Election,” claiming that it was in Sandra’s

2

best interest to take an elective share as a matter of law and asking the trial

court to “authoriz[e] him to file the election on her behalf.”

The decedent’s children objected to the petition, arguing that the

“protect and conserve” language in the power of attorney was not specific

enough to grant Ullman authority to act on Sandra’s behalf in the context of

exercising a spousal election, and that an evidentiary hearing was required

for the best interest question. The trial court disagreed on both counts and

issued the October 1, 2025 order on appeal, granting Ullman’s “Petition for

Approval to Exercise Right of Election,” entering the best interest finding as

a matter of law, and ruling that Ullman, “as Attorney-in-Fact for Sandra

Gerson, is authorized to make the election.”

The day before this order was issued, Ullman filed separate papers

titled “Election to Take Elective Share,” wherein he “hereby elects to take an

elective share.” But the record contains no order adopting or ratifying such

purported election; the notice of appeal attaches only the October 1, 2025

order which makes the finding that such an election would be in Sandra’s

best interest and authorizes Ullman to make an election.

II.

Appellants argue that this order finally determines the rights or

obligations of an interested person, either because it “grant[s] heirship,

3

succession, entitlement, or determine[s] the persons to whom distribution

should be made,” Fla. R. App. P. 9.170(b)(5), or because it “determine[s] an

estate’s interest in any property.” Fla. R. App. P. 9.170(b)(12). This is not so.

Neither the finding of best interest nor the court’s mere authorization to

proceed with an election determines any party’s entitlement to a portion of

the estate. Nor does it finally determine the ultimate rights or obligations

contemplated; on the record before us, they remain contingent on future

events. While the traditional test of an order’s finality is that it marks the end

of judicial labor, see Caufield v. Cantele, 837 So. 2d 371, 375–76 (Fla. 2002),

this order expressly recognizes that the election has not yet been invoked or

ratified.

In Jacobs v. Jacob, 405 So. 3d 468 (Fla. 3d DCA 2025), this court

dismissed an appeal ostensibly proceeding under Florida Rule of Appellate

Procedure 9.170(b)(5) or (12) for lack of jurisdiction. As the court concluded,

a ruling on whether a party “ha[d] status to act” on behalf of a related entity

did not make the order final with respect to that party’s ultimate action. Id. at

470. That conclusion was supported, as here, by the fact that the order

contained no “words of finality” suggesting otherwise. Id.

4

III.

Because the order on appeal is neither final nor an appealable nonfinal

order, we dismiss the appeal for lack of appellate jurisdiction.1

Appeal dismissed.

1

Because we dismiss for lack of appellate jurisdiction, we take no position on the merits of the arguments raised.

5