Estates of Perry v. Hill

2001 OK CIV APP 136, 40 P.3d 492, 73 O.B.A.J. 155, 2001 Okla. Civ. App. LEXIS 107, 2001 WL 1705012
CourtCourt of Civil Appeals of Oklahoma
DecidedAugust 10, 2001
Docket94,940
StatusPublished
Cited by12 cases

This text of 2001 OK CIV APP 136 (Estates of Perry v. Hill) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estates of Perry v. Hill, 2001 OK CIV APP 136, 40 P.3d 492, 73 O.B.A.J. 155, 2001 Okla. Civ. App. LEXIS 107, 2001 WL 1705012 (Okla. Ct. App. 2001).

Opinion

BUETTNER, Presiding Judge.

T1 Respondent/Appellant James Fred Hill "(Hill), Personal Representative of the Estate of Hubert M. Perry (Mr. Perry), appeals from the trial court's decision that Ruth L. Jones-Perry (Mrs. Jones-Perry), deceased, survived her husband Mr. Perry, so that the Uniform Simultaneous Death Act 1 (the Act) *493 was not applicable to the determination of heirs in the respective probate cases. Petitioner/Appellee Rich D. Jones (Jones), Personal Representative of the Estate of Ruth L. Jones Perry, responds that the trial court did not err in its order. Because we find insufficient evidence to support the trial court's finding that Mrs. Jones-Perry survived Mr. Perry, we reverse the Order Determining Heirship 2 and remand for proceedings consistent with this opinion.

2 Mr. Perry and Mrs. Jones-Perry were spouses. No children were born of their marriage, but Mrs. Jones-Perry had three grown children from a prior marriage. Mr. Perry's potential heirs consisted of his surviving half-siblings and nieces and nephews who were the children of Mr. Perry's deceased half-siblings. On August 21, 1999, the couple was riding together in Grady County when they were involved in a head-on auto collision in which they both died at the scene. The issue at trial was whether their deaths were simultaneous, or whether one survived the other. This decision impacted the determination of each decedent's heirs and the heirs' rights to the property in the estates.

13 In its Order Determining Heirship, filed June 7, 2000, the probate court found that Mrs. Jones-Perry survived Mr. Perry. The trial court then listed the surviving heirs of Mr. Perry, which included Mrs. Jones, Perry, and listed the surviving heirs of Mrs. Jones-Perry, which were her three children. The order did not make any other findings, or order the distribution of any part of the estates.

T4 On appeal, Hill first argues that the trial court erred in finding that Jones was required to prove that Mr. Perry predeceased Mrs. Jones-Perry by a preponderance of the evidence. The Act provides:

Where the title to property or the devolution thereof depends upon priority of death of two or more persons and there is no sufficient evidence to establish that the persons have died otherwise than simultaneously, the property of each person shall be disposed of as if he had survived, except as provided otherwise in this act.

58 0.98.1991 § 1001. Hill acknowledges that there is no Oklahoma case establishing the burden of proof required to remove a case from the bounds of the Act. 3 Hill urges adoption of the clear and convincing evidence standard as the burden of proof, notwithstanding cases from other states which hold that the party seeking to establish survivor-ship must prove such by a preponderance of the evidence. Norton v. Bunnell, 257 Cal.App.2d 324, 65 Cal.Rptr. 139 (1967); In re Di Bella's Estate, 199 Misc. 847, 100 N.Y.S.2d 763 (N.Y.Sur.1950), aff'd. 279 App.Div. 689, 107 N.Y.S.2d 929 (1951).

15 The question of the quantum of proof required to establish survivorship is an issue of first impression in Oklahoma. The states which have addressed this issue concur with Rowley and DiBella and find that a preponderance of the evidence is equivalent to the "sufficient evidence" of survivorship referred to in the Act. See Janus v. Tarasewicz, 135 Ill.App.3d 936, 482 N.E.2d 418, 422, 90 Ill.Dec. 599 (1985); Fiumefreddo v. Scudder, 252 Ga. 279, 313 S.E.2d 683 (1984); In re Moran's Estate, 77 Ill.2d 147, 395 N.E.2d 579, 581, 32 Ill.Dec. 349 (1979) In re Schmidt's Estate, 261 Cal.App.2d 262, 270, 67 Cal.Rptr. 847 (1968); Rimmer v. Tesla, 201 So.2d 573, 577 (Fla.App.1967); United Trust Co. v. Pyke, 199 Kan. 1, 427 P.2d 67 (1967) (overruled on other grounds by Harper v. Prudential Ins. Co. of America, 233 Kan. 358, 662 P.2d 1264 (1983)); Schmitt v. Pierce, 344 S.W.2d 120, 123 (Mo.1961); In re Saligman's Estate, 13 Pa. D. & C.2d 432, 74 Montg. 287, 72 York 84, 8 Fiduc. Rep. 93 (1958); In re Moore's Will, 14 Misc.2d 85, 178 N.Y.S.2d 1000 (1958) (Proof of survivor-ship may be circumstantial and the ultimate fact does not have to be established beyond a *494 reasonable doubt; rather, the evidence is sufficient if an inference can be drawn fairly and reasonably to the exclusion of all others.); In re Cruson's Estate, 189 Or. 537, 221 P.2d 892 (1950) (Evidence of survivorship is sufficient when it satisfies "an unprejudiced mind."); Prudential Ins. Co. v. Spain, 339 Ill.App. 476, 90 N.E.2d 256 (1950) (rejecting "beyond a reasonable doubt" standard in favor of the "preponderance" standard of proof).

T6 A provision of the Act which provides that the Act "shall be so construed and interpreted as to effectuate its general purpose to make uniform the law in those states which enact it," 58 0.8.1991 § 1007, lends persuasive value to the above-cited cases. Further, the Act as adopted in Oklahoma gives no indication of legislative intent to require a more stringent burden of proof. Finally, the Act itself refers to "sufficient evidence" of survivorship, which suggests proof of surviv-orship by a preponderance of the evidence is all that the Act requires. For these reasons, we adopt the rule that parties seeking to avoid the implications of the Act must prove that the decedents died "otherwise than simultaneously" by a preponderance of the evidence. 4 We therefore find no error in the trial court's determination that Jones was required to prove by a preponderance of the evidence that Mrs. Jones-Perry survived Mr. Perry.

17 Nevertheless, we find merit in Hill's next assertion of error, that there was insufficient evidence to support a finding that Mr. Perry and Mrs. Jones-Perry died "otherwise than simultaneously." The evidence at trial consisted of the testimony of witnesses who observed the collision and went to the scene to help the victims. Ryan Patrick Stroud, an eighteen year old resident of Minco, testified that around 10:80 or 11:00 p.m. on the night of August 21, 1999, he was returning to Minco from Tuttle after attending a beauty pageant in Tuttle. While driving alone along Highway 37 that night he saw Brad Duvall waving at him to stop and he saw that a wreck had occurred and he stopped his car. Stroud explained that he first went to the car driven by Chaine Bunn 5 and then walked over to the car occupied by Mr. Perry and Mrs. Jones-Perry. Stroud explained that Mr. Perry was lying on the ground next to the car and Stroud pulled him away from the car. Stroud testified regarding his observations of Mr. Perry and Mrs. Jones-Perry:

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2001 OK CIV APP 136, 40 P.3d 492, 73 O.B.A.J. 155, 2001 Okla. Civ. App. LEXIS 107, 2001 WL 1705012, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estates-of-perry-v-hill-oklacivapp-2001.