Collins v. Truman

783 P.2d 813, 162 Ariz. 367, 46 Ariz. Adv. Rep. 43, 1989 Ariz. App. LEXIS 285
CourtCourt of Appeals of Arizona
DecidedOctober 26, 1989
Docket2 CA-SA 89-0120
StatusPublished
Cited by2 cases

This text of 783 P.2d 813 (Collins v. Truman) is published on Counsel Stack Legal Research, covering Court of Appeals of Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Collins v. Truman, 783 P.2d 813, 162 Ariz. 367, 46 Ariz. Adv. Rep. 43, 1989 Ariz. App. LEXIS 285 (Ark. Ct. App. 1989).

Opinion

HOWARD, Judge.

Petitioner seeks special action relief from the respondent judge’s denial of his motion to stay proceedings pursuant to A.R.S. § 14-3202. Because petitioner has no equally plain, speedy, and adequate remedy by appeal and because the issue raised is one of first impression in this state, we accept jurisdiction pursuant to Ariz.R.P. Spec.Action 1, 17B A.R.S., and grant relief.

FACTS AND PROCEDURAL BACKGROUND

The facts relevant to this special action are as follows. On March 9, 1989, real party in interest Carol Scriber, the daughter of decedent Ruth Collins, filed an application for informal probate of will and appointment of personal representative in Arizona in Pima County Superior Court. Attached to the application was a holographic will executed by Ruth on January 1, 1982, purporting to be her last will and testament. The application alleged that Ruth was domiciled in Arizona at the time of her death.

On or about June 21, 1989, petitioner, Ruth’s surviving, though estranged, spouse, filed a Petition for Citation in the Court of Common Pleas of Bucks County Orphan’s Court Division in Bucks County, Pennsylvania, appealing the decision of the Register of Wills of Bucks County denying petitioner’s June 1989 application for the probate of Ruth’s September 1978 last will and testament and appointment of letters testamentary. The petition alleged that Ruth was domiciled in Bucks County, Pennsylvania at the time of her death and that the January 1, 1982 document was wrongfully filed in Pima County Superior Court. The petition further alleged that the January 1982 document was invalid as it was executed at a time when Ruth was not of sound mind or body and as a result of the undue influence of Carol Scriber and Ruth’s two sisters. The Pennsylvania court issued a “citation” which was served upon the real party in interest and other interested parties, requesting that they appear and show cause why Ruth’s last will and testament should not be probated in Bucks County, Pennsylvania.

*368 On July 3, 1989, Carol Scriber filed a petition for formal probate of will and confirmation of personal representative in Pima County Superior Court, alleging again that at the time of her death, Ruth was domiciled in Arizona. On July 6, 1989, petitioner filed an application for formal probate of will and appointment of personal representative in Pima County Superior Court alleging, in pertinent part, that Ruth was domiciled in Pennsylvania at the time of her death, claiming that the January 1, 1982 document was invalid for the reasons set forth in the Pennsylvania petition and asserting that the September 26, 1978 will should be probated. Petitioner also filed a motion for stay of all proceedings in Arizona pursuant to A.R.S. § 14-3202 which was opposed by Carol Scriber. Oral argument on the motion was held on July 28, 1989. Although Carol Scriber presented testimony regarding Ruth’s domicile, petitioner chose not to, stating on the record that the sole issue to be determined was which court should decide where Ruth was domiciled, not the substantive issue itself and that it was not, therefore, the proper time for presenting testimony on the issue.

On September 5, 1989, the respondent judge denied the motion for stay and found that Ruth was domiciled in Arizona at the time of her death. This special action followed seeking relief from both aspects of that order. It appears that while this special action was pending, in response to petitioner’s Motion for a New Trial, Amendment of Judgment or Relief from Order filed on October 5, 1989, the respondent judge vacated that portion of her order regarding Ruth’s domicile. Petitioner and Carol Scriber concede that petitioner’s claim as to the issue of domicile is therefore moot.

ISSUE PRESENTED

The sole issue raised in this special action is, where conflicting claims as to a decedent’s domicile are made in probate proceedings in different states, whether A.R.S. § 14-3202 permits the determination of domicile to be made in this state if an informal, as opposed to a formal, probate proceeding was commenced here first. For the reasons stated below, we believe that it does not and that the respondent judge therefore acted in excess of her legal authority in denying petitioner’s motion.

DISCUSSION

Section 14-3203 provides as follows:

If conflicting claims as to the domicile of a decedent are made in a formal testa-cy or appointment proceeding commenced in this state, and in a testacy or appointment proceeding after notice pending at the same time in another state, the court of this state must stay, dismiss or permit suitable amendment in, the proceeding here unless it is determined that the local proceeding was commenced before the proceeding elsewhere. The determination of domicile in the proceeding first commenced must be accepted as determinative in the formal testacy or appointment proceeding in this state.

The so-called golden rule of statutory interpretation is that statutory provisions should be construed in a reasonable, rational, sensible fashion. Mendelsohn v. Superior Court in and for Maricopa County, 76 Ariz. 163, 261 P.2d 983 (1953); Cochise County v. Borowiec, 162 Ariz. 192, 781 P.2d 1379 (App.1989). Words should be' given their plain and ordinary meaning. Legislative intent may serve as guidance in interpreting a statute, especially where a statute may be ambiguous.

We believe that the meaning and intent of § 14-3202 are patently clear. This provision expressly applies to a “formal testa-cy or appointment proceeding commenced in this state,” as distinguished, by implication, from an informal proceeding. It is reasonable to assume that if the legislature had intended the statute to apply to both formal and informal proceedings, it would have said so either by stating that it applied to any testacy or appointment proceeding or by expressly including informal proceedings in the first sentence. According to the plain and, we believe, unambiguous terms of the statute, where proceedings are pending in more than one state, in order for the determination of a decedent’s *369 domicile to be made in this state, a formal proceeding must have been commenced in this state before one is commenced in another state. To interpret the statute to mean that an informal proceeding commenced in this state is sufficient, as proposed by the real party in interest, requires a tortuous and unreasonable interpretation of the clear terms of the provision.

Although we believe the statute is clear and unambiguous, assuming there was any uncertainty as to its meaning, our reading of the provision is reinforced by the comments to §§ 3-202 and 3-408 of the Uniform Probate Code (UPC). These provisions of the UPC are identical to the parallel Arizona provisions. Section 3-408, the provision parallel to § 14-3408, provides that:

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Bluebook (online)
783 P.2d 813, 162 Ariz. 367, 46 Ariz. Adv. Rep. 43, 1989 Ariz. App. LEXIS 285, Counsel Stack Legal Research, https://law.counselstack.com/opinion/collins-v-truman-arizctapp-1989.