Florida Real Estate Principles, Practices & Law 38th Edition Linda L. Crawford Copyright © 2015 Kaplan, Inc. All rights reserved. Chapter 8 Property Rights: Estates, Tenancies, and Multiple Ownership Interests Definition of Real Property, F.S. 475 • Real property or real estate means any interest or estate in land and any interest in business enterprises or business opportunities • Includes mineral rights • Does not include cemetery lots nor the renting of a mobile home lot or recreational vehicle lot in a mobile home park or travel park ©2015 Kaplan, Inc. Land, Real Estate, and Real Property • Land Surface and everything attached to it by nature (earth’s center to infinity) • Real estate Land and human-made improvements • Real property Real estate plus the legal bundle of rights ©2015 Kaplan, Inc. Physical Components of Land 1. Surface rights include land and water rights • • 2. 3. Riparian rights Littoral rights Subsurface rights also referred to as mineral rights Air rights involve space above ©2015 Kaplan, Inc. Riparian vs Littoral Rights • Riparian rights associated with land abutting moving water – Banks of a river or stream • Littoral rights associated with land abutting tidal bodies of water – Oceans and seas – Ponds and lakes – Water is not flowing ©2015 Kaplan, Inc. Definitions Associated with Water Rights Accretion Process of land buildup from water-borne rock, sand, and soil Alluvion New deposits resulting from accretion Erosion Loss in land due to natural forces Reliction Receding of water, uncovering additional land ©2015 Kaplan, Inc. Real vs Personal Property • Two basic types of property 1. Real property (realty) 2. Personal property (chattel) • Personalty indicates personal property – – Real property becomes personal property by act of severance Personal property becomes real property by attachment ©2015 Kaplan, Inc. Fixtures • Fixture—was personal property, now permanently attached to or made part of the real property – – – – Intent of the parties Relationship of the parties Method or degree of attachment Adaptation of the item ©2015 Kaplan, Inc. Basic Property Rights Bundle of Legal Rights! Disposition Enjoyment Exclusion Possession “C”ontrol ©2015 Kaplan, Inc. Estates and Tenancies The degree, quantity, nature, and extent of the interest (ownership rights) Two general groups 1. Freehold – indefinite length (unknown) duration 2. Leasehold – (nonfreehold) fixed (known) duration ©2015 Kaplan, Inc. Freehold Estates • Ownership interest for an indefinite period (unknown duration) • Two types 1. Fee Simple – inherited 2. Life Estate – measured by a person’s life span ©2015 Kaplan, Inc. Freehold Estate Fee simple • • • • • Most comprehensive Absolute and complete ownership Can be inherited Also, fee or fee simple absolute Power to use, dispose, descend to heirs ©2015 Kaplan, Inc. Freehold Estate • Life Estate - own property for the period of a lifetime (the owner’s or other designated person) – Conventional life estate created by the person who holds title – Legal life estates created by law; homesteaded property ©2015 Kaplan, Inc. Freehold Estate Life Estate – Estate in reversion Property reverts to the original grantor – Remainder estate Property goes to remainderman • Vested (named) • Contingent (name not specified) ©2015 Kaplan, Inc. Homestead • Right to homestead permanent (principal) residence • Protections and benefits • • • • Protection of the family (legal life estate) Protection of homestead from forced sale Tax exemption of up to $50,000 Size restriction of protected homestead is 160 acres outside city or ½ acre within city • Personal property protection ($1,000 value) ©2015 Kaplan, Inc. Nonfreehold or Leasehold Estates • Measured in calendar time (known duration) • Not freehold because it does not exist for an indefinite period • Nonfreehold or less-than-freehold • Not an ownership interest – Transfer of use and possession rights for a period of time ©2015 Kaplan, Inc. Leasehold Estates • Estate for years (tenancy for years) – Specific starting and ending date (designated period) – Created by written lease agreement – Establishes tenant interest in property but does not convey legal title ©2015 Kaplan, Inc. Leasehold Estates • Tenancy at will – – – Lease agreement with a beginning date but no fixed termination date Tenancy without specific term Notice to terminate set in statute • • Week to week: 7 days notice Month to month: 15 days notice ©2015 Kaplan, Inc. Leasehold Estates • Tenancy at sufferance • Tenant stays in possession of property beyond ending date and without landlord’s consent • Tenant holds over • If with written consent of landlord, then it becomes a tenancy at will ©2015 Kaplan, Inc. Sole and Concurrent Ownership In Severalty Property is held by one person Sole ownership Concurrent Ownership Concurrent ownership Two or more persons own property at the same time “Severed” ownership Three types – Tenancy in common – Joint tenancy – Tenancy by the entireties ©2015 Kaplan, Inc. Tenancy in Common • Two or more people • Acquire title at same or different times • Undivided interest (interest in entire property) • Equal or unequal shares of ownership • Heirs inherit (no right of survivorship) ©2015 Kaplan, Inc. Joint Tenancy • Right of survivorship—share of a co-owner who has died goes to surviving co-owner(s), not to heirs • Four unities – – – – Possession—undivided Interest—equal ownership interest Title—acquire title on same deed Time—acquire interests at same time • Specific wording in the deed must provide for survivorship ©2015 Kaplan, Inc. Tenancy by the Entireties • Husband and wife only – Co-owners must be married to each other when they take title • Four unities of a joint tenancy must exist • When one spouse dies, ownership interest transfers to surviving spouse by right of survivorship ©2015 Kaplan, Inc. Distribution Resulting from Divorce • Nonmarital assets – Separate property – Property owned separately prior to marriage and property acquired during marriage by inheritance or gift • Marital assets – Divided equitably – Property acquired during marriage individually or together ©2015 Kaplan, Inc. Cooperatives F.S. 719 • Multi-family building owned by corporation • Unit owners purchase shares of stock • Stock ownership entitles purchaser to a proprietary lease and right to occupy • Property taxes assessed on each unit – Owners can deduct real estate taxes and mortgage interest – Shareholders pay a pro rata share of property taxes and the corporation pays the tax bill ©2015 Kaplan, Inc. Cooperative Disclosures and Cancellation • Disclosure in contract with developer – Buyer has right to cancel within 15 calendar days of signing contract and receipt of cooperative documents • Disclosure in resale contract, either – Buyer has received documents at least 3 business days before signing, or – Buyer has right to cancel within 3 business days of signing contract and receipt of cooperative documents ©2015 Kaplan, Inc. Condominiums F.S. 718 • Consists of condo units and common elements – Own condo unit in fee simple plus an undivided fractional share of common elements – Deed conveys ownership – Common elements legally attached to each unit and transfer with unit – Property taxes levied on individual units ©2015 Kaplan, Inc. Condominium Documents • Declaration of condominium – Condo is created by recording • Articles of incorporation • Bylaws of the association – Operational requirements, rules and regulations • FAQ – Information regarding leasing units, assessments • Estimated operating budget ©2015 Kaplan, Inc. Disclosures and Cancellation Period • Developers – File condo documents with Division of Florida Condominiums, Timeshares, and Mobile Homes – 20+ units also file a prospectus – Copy of prospectus and condo docs must be given to prospective purchasers – Purchaser has 15 calendar days to cancel contract • After signing contract and • Receiving condo docs ©2015 Kaplan, Inc. Disclosures and Cancellation Period • Resale purchase disclosures • • • • • • • Declaration Articles of incorporation Bylaws Rules of association FAQs Most recent year-end financial information Governance form • 3 business days to cancel contract • After signing contract and receiving docs ©2015 Kaplan, Inc. Time-Sharing F.S. 721 • Units are divided into time segments of ownership, usually 52 weeks • Deeds or other ownership evidences are prepared for each ownership segment • Developer disclosure—10 days to cancel • Time-share ownership – Interval ownership—fee simple ownership – Right-to-use—leasehold interest ©2015 Kaplan, Inc.