In Re Estate of Cohen

464 P.2d 620, 105 Ariz. 337
CourtArizona Supreme Court
DecidedJanuary 30, 1970
Docket9766-PR
StatusPublished
Cited by26 cases

This text of 464 P.2d 620 (In Re Estate of Cohen) is published on Counsel Stack Legal Research, covering Arizona Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Cohen, 464 P.2d 620, 105 Ariz. 337 (Ark. 1970).

Opinion

105 Ariz. 337 (1970)
464 P.2d 620

In the Matter of the ESTATE of Willie Hale COHEN, Deceased.
Jackie COLE, Appellant,
v.
Max A. COHEN, Appellee.

No. 9766-PR.

Supreme Court of Arizona, In Banc.

January 30, 1970.

*338 John J. Dickinson, Phoenix, for appellant.

Lewis, Roca, Beauchamp & Linton, by Charles Crehore and John P. Frank, Phoenix, for appellee.

McFARLAND, Justice:

The appellant, Jackie Cole, petitioned the Maricopa County Superior Court to vacate an order of distribution of the estate of Willie Hale Cohen. The beneficiary of the order is the appellee, Max Cohen. The Superior Court dismissed the petition and, on appeal, the Court of Appeals affirmed. Cole v. Cohen, 9 Ariz. App. 560, 454 P.2d 878. Appellant now petitions this Court for review. The sole question presented is whether the trial court erred in dismissing the petition to vacate.

Willie Hale Cohen died on October 11, 1964. Her original will, dated September 14, 1960, gave substantially her entire estate to her husband, Max A. Cohen, the appellee. However on June 29, 1964, the decedent executed a handwritten document, dividing her estate equally between the appellee and Jackie Cole, the appellant. Max Cohen was designated executor in both documents and he tendered both documents to the court asking that the proper one be admitted to probate. Jackie Cole, through her attorney, filed a petition for probate of the 1964 will and Max Cohen, by his attorney, filed a contest of the later will, claiming undue influence.

The parties then entered into private negotiations for the purpose of settlement. Jackie Cole was represented by an attorney other than the one she originally employed, but on her orders he was excluded from the negotiations and his work was limited to reviewing the various settlement papers. An agreement was nearly reached but there arose a dispute as to legal fees for Jackie Cole's original attorney and, as *339 a result, she refused to execute the final papers. With the matter in this posture, Max Cohen petitioned the Superior Court for a hearing to determine the proper disposition of the case. In addition to the points of mutual agreement and the one disputed item, the petition contained the following paragraph:

"Neither of the parties are informed as to the true size of the Estate of Willie Hale Cohen, which depends primarily upon the valuation of the closely held foreign corporation and in turn the valuation of oil leases held by that corporation."

On December 18, 1964, a hearing was held which resulted in a settlement, Jackie Cole receiving $55,000, a diamond ring valued at $7,000, payment of her original attorney's fees and an agreement by Max Cohen that he would pay any tax liability if such was incurred by Jackie Cole. At the hearing Max Cohen gave the following testimony, which was uncontradicted:

"Q. Now, with reference to the estate of your deceased wife, as I understand that you have advised Jackie Cole and Jackie Cole is aware that the fact that the estate does consist, in part of some approximately seventy shares of stock in American Tel and Tel Company, is that correct?
UNIDENTIFIED WITNESS: The number is approximately 2000 shares.
MR. SCOVILLE: Oh yes, pardon me.
A. That is right.
BY MR. SCOVILLE:
Q. They are worth about $70.00 a share, apparently?
A. That is true.
Q. And that other or anything else of any substantial value, might consist of some jewelry and a half of the stock of the company call WILCO which owns some oil leases in the State of Kansas?
A. That is right.
Q. Now, have you made any representations to Willie [sic] Cole, as to the value or the exact nature, extent and size of the total of Willie Cohen, estate?
A. No.
Q. Do you, in fact, know now or have any ideas as to what the WILCO or interest in the shares of the capital stock of WILCO OIL, that is, that holds these oil leases, what it is worth?
A. No, I do not.
Q. Are you prepared to go ahead with the settlement immediately, this afternoon on that basis?
A. That is right."

His testimony that he made no representations to Jackie Cole was verified by her own testimony:

"Q. Now as I understand, it is correct as stated by Mr. Max Cohen, that you have arrived at a conclusion to dispose of all of your right, title and interest in the estate of Willie Hale Cohen, to Max A. Cohen, for the sum of $55,000.00 in cash, is that correct, and the diamond ring, pardon me?
A. Yes.
Q. At no time has Mr. — do I understand has Mr. Cohen been able to give you, nor has he given you any representation as to what might be the exact nature and size and extent and value of the whole estate, as it might ultimately be appraised? This, he has not represented to you?
A. No.
* * * * * *
"Q. One other question, Mrs. Cole, one other question. Mrs. Cole, early in this matter and before you were represented by counsel, on occasion you talked to me a time or two, is that correct?
A. Yes.
Q. And you are not acting with reference to any representation made by me, as to what this estate might or might not be worth, is that correct?
A. Yes.
Q. And as a matter of fact, I believe it is true, is it not, I told you I had *340 no way of knowing until perhaps, oil engineers made an appraisal of WILCO and things of that kind?
A. That is correct."

As a result of this hearing the Court, on December 30, 1964, entered the following Order:

"IT IS THEREFORE ORDERED, ADJUDGED AND DECREED that Jackie Cole, has, in open court, bargained, assigned, transferred and conveyed all of her right, title and interest in the estate of Willie Hale Cohen for the consideration hereinabove recited.
"IT IS FURTHER ORDERED, ADJUDGED AND DECREED that in all further proceedings with respect to this estate, no notice is required to be given to the said Jackie Cole, same having been waived in open court.
"IT IS FURTHER ORDERED, ADJUDGED AND DECREED that by virtue of the assignment hereinabove referred to, upon any subsequent distribution of this estate, distribution of any part of the estate to which Jackie Cole may have been entitled shall be made to Max A. Cohen or as he shall direct."

On January 7, 1965, the second will was admitted to probate and an order for distribution was filed on March 25, 1966. On August 17, 1966, Jackie Cole filed her petition to vacate the order of distribution, a year and eight months after the order terminating her rights in the estate. Her grounds for opposing distribution are that her assignment to Max Cohen was made under duress and that Cohen had defrauded her by misrepresenting the value of the estate and by concealing assets.

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Bluebook (online)
464 P.2d 620, 105 Ariz. 337, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-cohen-ariz-1970.