Estate of Seward

401 P.3d 976, 2017 WL 2391461, 2017 Alas. LEXIS 65
CourtAlaska Supreme Court
DecidedJune 2, 2017
Docket7175 S-15561
StatusPublished
Cited by4 cases

This text of 401 P.3d 976 (Estate of Seward) is published on Counsel Stack Legal Research, covering Alaska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Seward, 401 P.3d 976, 2017 WL 2391461, 2017 Alas. LEXIS 65 (Ala. 2017).

Opinion

OPINION

WINFREE, Justice.

I. INTRODUCTION

A decedent left a will stating he had no children. But during probate proceedings a man in his early 30s claimed to be the decedent’s son, requested genetic testing on the decedent’s cremated remains, and filed numerous motions in an attempt to share in the decedent’s estate. The man’s mother also filed numerous motions in the proceedings, claiming to be a creditor of the decedent’s estate and seeking recovery of child support from the man’s birth to his 18th birthday. After previously signing orders denying the motions based on the probate master’s reasoning that paternity determinations may not be made in estate proceedings, the superior court ultimately ruled that: (1) laches barred the man’s and his mother’s efforts to establish paternity; and (2) because paternity had not been established, neither the man nor his mother had standing to pursue a claim in the estate proceedings.

We disagree with the probate master and superior court’s underlying conclusion that a paternity determination may not be made in estate proceedings. We also disagree with their conclusion that a laches defense could apply in this context. We nonetheless affirm the superior court’s decision with respect to the man’s mother on the alternative ground that her putative creditor claim — the only *979 basis by which she could be an interested person in the estate proceedings — unquestionably is barred by the applicable statute of limitations. But if the man proves to be the decedent’s son he has, at a minimum, certain statutory rights that: (1) may be established through declaratory judgment in the probate proceedings; and (2) might not be barred by a statute of limitations. Because the statute of limitations defense to the man’s claim was briefed only in limited fashion in the superior court and was not ruled on by that court, and because the issue has not been adequately briefed to us, we: (1) explain in detail how the man may be entitled to a statutory allowance from the estate; and (2) order that supplemental briefing be filed to assist us in resolving whether a statute of limitations may bar the man’s recovery from the estate.

II. FACTS AND PROCEEDINGS

James V. Seward executed a will on September 11, 2008. In it Seward stated: “I hereby declare that I am a single man and that I have no children, nor do I have any deceased child or children with lineal descendants now living.” The will also provided: “If any relative, or person claiming to be an heir or relative, or any other person whomsoever, should attempt by legal, action or otherwise, to contest this Will, I hereby give [such person] the sum of $1.00 ....” Seward appointed Donna Willard, the attorney who prepared the will, as his estate’s personal representative; he instructed that his body be cremated and the ashes scattered on the mountains overlooking Anchorage; and he expressed how he wanted his estate distributed. Seward died in Anchorage in May 2013 at age 90.

In August 2013 Willard applied for informal probate of Seward’s will and appointment as the estate’s personal representative. 1 Willard stated that she believed the will was “validly executed,” and that she was “unaware of any instrument revoking [the] will.” But she also stated that the will was executed “the 11th day of September 2011” when in fact the will was executed oh September 11, 2008. In September Willard’s application for informal probate of the will “dated September 11, 2011” and appointment as personal representative was approved by the probate master.'

In October Vincent Mock — self-represented — filed a motion requesting genetic testing on Seward’s ashes to prove he is Seward’s son. The following month he asked that Seward’s estate not be distributed until he could establish Seward’s paternity. Willard opposed both motions, contending that Seward’s ashes already had been scattered according to his will and that even if Vincent could prove Seward’s paternity, Vincent would not be entitled to estate assets because he was not mentioned in Seward’s will, was not a minor child entitled to statutory protection, 2 and was not a pretermitted heir. 3 In reply Vincent insisted-the urn and airplane used to transport Seward’s ashes still could contain ash remnants. Vincent stated that Seward knew Gaylene Mock, Vincent’s mother, bore Seward a child and that the assertion in Seward’s will that he had no children was the result of memory loss or coercion. Vincent argued that the will was invalid, requiring intestate distribution to him as the sole heir, or alternatively that, he was a pre-termitted heir because he was “unintentionally ... omitted from the will” and was not “specifically disinherited.”

*980 The probate master recommended denying Vincent’s motion for. ashes testing, 4 stating: “Probate of [a] last will is not [the] proper venue for [a] paternity contest. Vincent Mock is not an interested party in [the] estate.” The probate master also recommended denying without -prejudice Vincent’s motion regarding disbursal of Seward’s estate, stating again that an “[ejstate case is not [the] proper venue for [a] paternity contest,] and ,Mr. Mock lacks standing because he is not an interested party in [the] estate case.” Finally, on a third recommended, order denying both motions, the probate master reiterated that a paternity determination is not appropriate in estate proceedings, adding that even if Vincent were Seward’s son, “he is not an hem according to [the] last will.” In December the superior court signed all three recommended orders without comment.

Meanwhile in November Gaylene — also self-represented — filed a motion requesting that the court acknowledge Seward as Vincent’s father. Gaylene stated that she lived with Seward “off and on for thirteen years” and that Seward knew she was pregnant with his child because she “told him so.” In opposition Willard argued that Gaylene should have filed - a separate superior court action and not a motion in the estate proceedings. Willard also contended that Gaylene had “no standing ... to establish paternity on behalf of her adult son”; Gaylene was not the real party in interest for seeking a paternity determination or the child support alleged now to be due Vincent; and Gaylene’s motion was time-barred under even the most liberal ten-year statute of limitations. The probate master recommended denying Gaylene’s motion without prejudice because “[a] probate proceeding is not [the] correct venue for [a] petition to ■ establish paternity,” . Gaylene “lack[ed] standing as [an] interested party,” and Vincent “is not an hem” under the will. In December the superior court signed the recommended order without comment.

Also in December Vincent filed a motion to conduct genetic testing on Seward’s sister in California, contending that the testing would establish Seward as his father. Willard op*posed the motion, ‘ arguing that the estate proceedings Were not appropriate for a paternity determination, the applicable statute of limitations had passed, and Alaska’s long-arm statute was not sufficient to establish personal jurisdiction over the sister.

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Cite This Page — Counsel Stack

Bluebook (online)
401 P.3d 976, 2017 WL 2391461, 2017 Alas. LEXIS 65, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-seward-alaska-2017.