Goodwin v. Estate of Goodwin

2000 OK CIV APP 147, 18 P.3d 373, 72 O.B.A.J. 193, 2000 Okla. Civ. App. LEXIS 111, 2000 WL 1953166
CourtCourt of Civil Appeals of Oklahoma
DecidedSeptember 26, 2000
Docket93,704
StatusPublished
Cited by6 cases

This text of 2000 OK CIV APP 147 (Goodwin v. Estate of Goodwin) 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
Goodwin v. Estate of Goodwin, 2000 OK CIV APP 147, 18 P.3d 373, 72 O.B.A.J. 193, 2000 Okla. Civ. App. LEXIS 111, 2000 WL 1953166 (Okla. Ct. App. 2000).

Opinion

OPINION

GOODMAN, C.J.

1 This is Dior Marie Goodwin's (Granddaughter) appeal from the trial court's September 20, 1999, order denying probate of a purported last will and testament sponsored by Granddaughter. The trial court held Ralph Shi Goodwin (Decedent) died intestate and that Granddaughter failed to prove the existence of a lost will. Granddaughter appeals. We affirm.

Facts

T2 Decedent died October 22, 1996, leaving an estate. His heirs at law are two adult sons, an adult daughter, and Granddaughter, the sole issue of another son, who predeceased Decedent. One of the surviving sons (Administrator) stated a search had been conducted for a last will. None being found, he asked the court to issue him letters of administration, which were granted without bond on December 28, 1996. Decedent's heirs were determined to be the surviving adult children and Granddaughter.

T3 On July 28, 1997, Granddaughter filed a motion requesting the probate court to require Administrator to post a bond and requesting an accounting of the estate. A general inventory and appraisement was filed by Administrator November 17, 1997, valuing the estate at $414,561.

4 On June 22, 1999, Granddaughter produced what she alleged was Decedent's last will and testament, which she proffered for probate. The document was not an original document, but rather a photocopy of the executed original will. 1 The will, dated May 21, 1985, gave $10 each to Administrator and the adult daughter, and the rest of the estate to the surviving adult son. No provision in the will was made for Granddaughter's deceased father. We can only surmise Granddaughter sought to have the will declared valid in order to make a claim as a pretermit-ted heir, thereby increasing her share of the estate from one-fourth (as an heir at law in the intestate estate) to one-half (as a preter-mitted heir under the will). 2

*375 T5 Administrator filed a demurrer to Granddaughter's evidence August 18, 1999, which the trial court sustained after it conducted an evidentiary hearing. Granddaughter appeals.

Analysis

T6 The parties stipulate that Decedent executed an original will, and that the original will cannot be located. The parties stipulate the document which Granddaughter sought to introduce is a photostatic copy of the original, executed will. The photocopy does not bear original signatures or a raised notary seal. Two of the executing witnesses testified as to the validity of their signatures, but had no independent recollection of the contents of the will.

Issues

T7 There are two issues tendered for our resolution. The first issue, apparently one of first impression, is whether a photocopy of an executed original will sufficiently complies with 84 0.8. Supp.1999, § 55, to be admitted to probate in lieu of the original executed will. The second issue is whether the trial court erred in refusing to admit the photocopy as evidence of a lost or destroyed will, pursuant to 58 O.S. Supp.1999, § 82. We answer both issues in the negative.

Photocopy of Original Executed Will

«T8 The probate court was presented with a photocopy of the original, executed will, The original itself has not been produced. Title 84 O.S. Supp.1999, § 55, requires, in relevant part, that:

Every will, other than a nuncupative will, must be in writing; and every will, other than a holographic will and a nuneu-pative will, must be executed and attested as follows:

1. It must be subscribed at the end thereof by the testator himself, or some person, in his presence and by his direction, must subscribe his name thereto.

T9 The Oklahoma Supreme Court in In re Shaw's Estate, 1977 OK 2837, 572 P.2d 229, reviewed a controversy wherein the probate court was presented with a duplicate of a will that was itself executed by the testator and his witnesses. There was evidence that the testator executed both an original and the duplicate. The original will was not produced, but the trial court correctly admitted the executed duplicate into probate. The Shaw court stated:

We are called upon to decide and rule that a presumption of revocation of a will arises from failure to account for or to produce all copies of executed duplicate wills.
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If the "duplicate" fully executed will or as it is sometimes described "duplicate original" will is of equal force or like import as its executed counterpart, then presenting the remaining executed copy for probate overcomes any presumption of revocation arising from loss or failure to find the "testator's copy." ...

Id., 1977 OK 287 at 1% 1, 19, 572 P.2d at 230, 282.

1 10 In the instant case there is no dispute that the original will was properly executed and witnessed, or that Decedent possessed testamentary capacity. The narrow issue before us is whether Shaw should be extended to permit the introduction of this photocopy. We hold it should not.

{11 The duplicate will in Shaw complied with 84 0.8. Supp.1999, $ 55. Although the document was a duplicate of the original, the testator nevertheless formally executed the duplicate and adopted it as a duplicate of his original last will and testament. In the case in controversy, the photocopy reproduces Decedent's signature, but the document itself does not contain Decedent's original signature nor those of his witnesses. Thus, this document is not in compliance with 84 O.S. Supp.1999, § 55, and cannot be admitted to probate. 3 The trial court correctly deter *376 mined Granddaughter could not prove the document was Decedent's last will, and therefore properly granted the demurrer.

Lost Will

112 Granddaughter alternatively attempted to have the photocopied will admitted into probate as evidence of a lost will, pursuant to 58 O.S. Supp.1999, § 82. The trial court ruled Granddaughter failed to meet her burden of proof. We agree.

When the lower court considers a demurrer to the evidence or a motion for directed verdict, "it must consider as true all evidence and all reasonable inferences favorable to the party against whom the demurrer or motion is directed, and disregard any conflicting evidence which is fas vorable to the demurrant or movant." A demurrer or motion for directed verdict should be overruled unless there is an absence of evidence or proof which shows a right to recover on the part of the party opposing the demurrer or motion. Stated otherwise, the demurrer or motion should be overruled unless the party opposing the demurrer or motion has not demonstrated a prima facie case for recovery. Likewise, a motion for judgment notwithstanding the verdict is proper under circumstances in which the moving party attacks the sufficiency of the evidence to support the verdict only when a directed verdict should have been granted.

Joffe v. Vaughn, 1998 OK CIV app 169, 9, 873 P.2d 299, 302-8 (footnotes omitted).

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Bluebook (online)
2000 OK CIV APP 147, 18 P.3d 373, 72 O.B.A.J. 193, 2000 Okla. Civ. App. LEXIS 111, 2000 WL 1953166, Counsel Stack Legal Research, https://law.counselstack.com/opinion/goodwin-v-estate-of-goodwin-oklacivapp-2000.