Hessenflow v. Hessenflow

909 P.2d 662, 21 Kan. App. 2d 761, 1995 Kan. App. LEXIS 170
CourtCourt of Appeals of Kansas
DecidedDecember 15, 1995
DocketNo. 73,252
StatusPublished
Cited by13 cases

This text of 909 P.2d 662 (Hessenflow v. Hessenflow) is published on Counsel Stack Legal Research, covering Court of Appeals of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hessenflow v. Hessenflow, 909 P.2d 662, 21 Kan. App. 2d 761, 1995 Kan. App. LEXIS 170 (kanctapp 1995).

Opinion

Rulon, J.:

Charles Hessenflow, executor, appeals various orders of the district court. We affirm.

The facts of this case are essentially undisputed and are as follows:

J.W. Hessenflow died testate on April 24, 1992, survived by three adult children and his second wife, Lorene Hessenflow. The decedent’s will with attached Consent of Petitioner was admitted to probate on June 9, 1992, at the request of his son, Charles Hessenflow. Charles Hessenflow was named as the executor in his father’s will. Charles and Lorene signed an estate agreement on July 5,1992, which was approved by the court on August 20, 1992. The agreement set aside certain assets to Lorene in return for her complete release of all claims against the estate. In Januaiy 1993, Lorene filed petitions to set aside the estate agreement and to award her a homestead and spousal allowance. Lorene further filed an election to take by intestate succession and a petition to remove Charles as executor of the estate. Charles filed a motion to dismiss which was denied. The matter was tried to the court. The court held that Lorene’s consent to the will was invalid, the estate agreement should be set aside, Lorene could elect to take by intestate succession, Lorene would be awarded $25,000 as a spousal allowance, and Charles would be removed and another executor appointed. Lorene’s request for a homestead allowance was denied. Charles appealed.

[763]*763THE ELECTION

The first issue we consider is whether the district court erred when finding Lorene’s election to take by intestate succession was timely.

K.S.A. 59-2233 (Ensley) reads:

“Except where the court has previously determined the validity and binding consent to a will, when a will is admitted to probate the court shall forthwith transmit to the surviving spouse a certified copy thereof, together with a copy of K.S.A. 59-603 and this section and certify to such transmittal. If such spouse has consented to the will, as provided by law, such consent shall control; otherwise such spouse shall be deemed to have elected to take under the testator’s will unless such spouse shall have filed in the district court, within six months after the probate of the will, an instrument in writing to take by the law of intestate succession. If such spouse files an election before the inventory and valuation of the estate is filed, the election shall be set aside upon petition of the spouse made within 30 days after the filing of the inventory and valuation. For good cause shown, the court may permit an election within such further time as the court may determine, if a petition therefor is made within the period of six months.”

Clearly, Lorene did not file her election to take by intestate succession within 6 months of the will being admitted to probate. This record shows the will was admitted for probate on June 9, 1993. Therefore, the 6 months lapsed on December 9, 1993. But, the trial court found that Lorene’s failure to make the election within the necessary 6 months was excusable because she did not know the extent of J.W.’s estate. According to the court, the reason Lorene did not know the extent of the estate was because the executor, Charles, withheld information which he had a fiduciary duty to disclose.

Citing In re Estate of Jones, 179 Kan. 744, 298 P.2d 230 (1956), Charles argues the court erred in allowing Lorene to elect against the will because the 6-month period has been held to be absolute. Therefore, because Lorene did not file her petition within 6 months of the probate of the will, Charles argues she is barred from making such election.

In Jones, our Supreme Court construed G.S. 1949, 59-2233 and G.S. 1949, 59-603. G.S. 1949, 59-2233 read:

“When a will is admitted to probate the court shall forthwith transmit to the surviving spouse a certified copy thereof. If such spouse has not consented to the [764]*764will, as provided by law, such spouse shall be deemed to have renounced and refused to elect to take under the will unless he shall have filed in the probate court an instrument in writing to accept the provisions of such will within six months after probate of the will. If the said spouse files an election before the appraisement of the estate is filed, the said election shall be set aside upon application of the spouse made within thirty days after the filing of the appraisement. For good cause shown, the court may permit an election within such further time as the court may determine, if an application therefor is made within said period of six months.”

In Jones, the widow had not filed an election to take under the will in the 6 months following the date of probate of the will. Her election was apparently filed 11 months after the will was probated. The widow in Jones, as does Lorene, argued that the statutes relating to the filing of an election were enacted for the benefit of widows and that strict compliance was not necessary. 179 Kan. at 747.

Furthermore, in Jones, the widow argued that she was not required to file an election until the filing of the inventory. The widow argued she had 30 days to file an election. 179 Kan. at 747. Our Supreme Court disagreed, saying:

“[T]he language of the statute (59-2233) pertaining to the inventory and appraisement does not in any manner extend the time in which an election must be filed. It simply relates to a situation where, if an election is filed within the six-month period, as the statute plainly requires, and the appraisement is filed at a later date, then a spouse has a right to have the election set aside if application to do so is made within thirty days after the appraisement is filed. The purpose of such provision is obvious, that is, after the appraisement is filed, a surviving spouse is given the opportunity to be relieved of an election therefore made, but the statute still requires that the election be made within six months from the date of the probate of the will, irrespective of when the inventory and appraisement is filed.” 179 Kan. at 748.

The Jones court further noted that no application was made during the 6-month period for an extension of time in which to file an election. 179 Kan. at 748.

Here, Lorene argued to the district court, and the court so found, that there is an exception to the above-stated rule when a fraud has been perpetrated upon the surviving spouse.

Lorene cites Younger v. Estate of Younger, 198 Kan. 547, 426 P.2d 67 (1967), as authority for her contention that Kansas rec[765]*765ognizes that equitable estoppel may be invoked to prevent the running of a statute of limitations in probate cases. Younger dealt with a situation where a wife had loaned her husband some money and had taken a note and a mortgage on certain property he owned. In her will she directed that if she died before the note was paid, her husband was not to be forced to pay the note or sell the property, but was to be given extensions of time for payment as he might request or as might be advisable.

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Cite This Page — Counsel Stack

Bluebook (online)
909 P.2d 662, 21 Kan. App. 2d 761, 1995 Kan. App. LEXIS 170, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hessenflow-v-hessenflow-kanctapp-1995.