In re Estate of Davies

2025 UT 36
CourtUtah Supreme Court
DecidedAugust 21, 2025
DocketCase No. 20231140
StatusPublished

This text of 2025 UT 36 (In re Estate of Davies) is published on Counsel Stack Legal Research, covering Utah 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 Davies, 2025 UT 36 (Utah 2025).

Opinion

This opinion is subject to revision before final publication in the Pacific Reporter 2025 UT 36

IN THE

SUPREME COURT OF THE STATE OF UTAH

In the Matter of the Estate of BEVERLY MARIE DAVIES _______________________________________________ TIFFANY DAVIES HARMAN, HEATHER DAVIES, RORY DAVIES, and THOMAS DAVIES, Appellants, v. JODI KITTINGER, Appellee.

No. 20231140 Heard April 11, 2025 Filed August 21, 2025

On Appeal of Interlocutory Order

Fourth District Court, Provo The Honorable M. James Brady No. 223401061

Attorneys: Nathan R. Garcia, Aaron C. Garrett, Salt Lake City, for appellants Emily Adams, Freyja Johnson, Bountiful, for appellee

JUSTICE POHLMAN authored the opinion of the Court, in which CHIEF JUSTICE DURRANT, ASSOCIATE CHIEF JUSTICE PEARCE, JUSTICE PETERSEN, and JUSTICE HAGEN joined.

JUSTICE POHLMAN, opinion of the Court: INTRODUCTION ¶1 Beverly Davies died in 2015. Just under three years later, her granddaughter, Jodi Kittinger (Granddaughter), filed a petition to probate Davies’s will. That petition was later dismissed without In re Estate of DAVIES Opinion of the Court

prejudice for failure to prosecute. Less than one year after the dismissal, Granddaughter refiled her petition. ¶2 Davies’s other grandchildren (Grandchildren) moved for partial summary judgment, seeking the dismissal of Granddaughter’s petition and a declaration that Davies died without a will. They argued that the petition was untimely under section 75-3-107 of the Utah Uniform Probate Code, which requires certain probate proceedings to be commenced within three years of the date of a decedent’s death. See UTAH CODE § 75-3-107(1), (3). They also argued that Utah’s so-called Savings Statute, id. § 78B-2- 111, which generally permits a party to commence an otherwise untimely action within one year of a prior case’s non-merits dismissal, does not apply to section 75-3-107 and so Granddaughter could not take advantage of the statute’s grace period to refile her petition. The district court rejected Grandchildren’s arguments and denied their motion, concluding that the Savings Statute protects Granddaughter’s otherwise untimely petition from dismissal. ¶3 We granted Grandchildren’s petition for interlocutory appeal to address whether the Savings Statute applies to section 75-3-107 of the Probate Code and allows a petitioner to commence probate proceedings beyond the three-year statutory limitation. We hold that it does not, because the plain language of the Probate Code conflicts with the application of the Savings Statute. We therefore conclude that Granddaughter’s second petition—filed nearly seven years after Davies’s death—is prohibited. ¶4 Accordingly, we reverse the district court’s decision denying Grandchildren’s motion for partial summary judgment and remand for proceedings consistent with this opinion. BACKGROUND 1 ¶5 Davies died on December 1, 2015. On November 27, 2018, Granddaughter filed a petition in the district court to probate Davies’s will. By her petition, Granddaughter sought an order appointing herself as the personal representative of Davies’s estate and an order declaring the will valid and accepted for informal __________________________________________________________ 1 In reviewing a district court’s denial of summary judgment,

“we view the facts and all reasonable inferences drawn therefrom in the light most favorable to the nonmoving party” and recite the facts accordingly. Utah Dep’t of Env’t Quality v. Redd, 2002 UT 50, ¶ 3, 48 P.3d 230.

2 Cite as: 2025 UT 36 Opinion of the Court

probate. After nearly three years had passed with no activity in the case, the court issued an order to show cause why the case should not be dismissed for lack of prosecution. See UTAH R. JUD. ADMIN. 4-103. When the court’s notice went unanswered, it dismissed the case without prejudice on October 15, 2021. ¶6 On October 14, 2022, just one day shy of the first anniversary of her petition’s dismissal, Granddaughter filed another petition to probate Davies’s will. The second petition largely mirrored the first. But the second differed in that it included an assertion that the second filing was timely under Utah’s Savings Statute, which permits a party to commence a new action within one year of an action’s dismissal if the original action was timely filed, the dismissal was not on the merits, and the time for bringing the action has otherwise expired. See UTAH CODE § 78B-2-111(1). According to Granddaughter, the Savings Statute gave her second petition “the benefit of” the original petition’s filing date, and thus her second petition—filed more than seven years after Davies’s death—did not run afoul of the Probate Code’s three-year time limitation. ¶7 After appearing and objecting to Granddaughter’s appointment as the personal representative of Davies’s estate, Grandchildren moved for partial summary judgment, asserting that the probate proceeding must be dismissed as untimely under section 75-3-107 of Utah’s Probate Code (Timing Statute). Grandchildren argued that because the second petition was filed more than three years after Davies’s death, the filing was too late, and the presumption of intestacy was final. See id. § 75-3-107(1), (3). Grandchildren also addressed Granddaughter’s invocation of the Savings Statute. Citing the court of appeals’ decision in In re Estate of Strand, 2015 UT App 259, ¶ 4, 362 P.3d 739, Grandchildren argued that the Savings Statute does not extend the time to probate a will under the Timing Statute because the Timing Statute is a statute of repose, and statutes of repose are not subject to equitable tolling. ¶8 Granddaughter opposed Grandchildren’s motion. She dismissed Strand as inapplicable and maintained that the Savings Statute applies “by [its] plain language,” even if the Timing Statute is a statute of repose. And because Granddaughter refiled the petition within one year of the non-merits dismissal of her original petition, she argued that her petition was timely.

3 In re Estate of DAVIES Opinion of the Court

¶9 The district court sided with Granddaughter and denied Grandchildren’s motion. The court agreed that the Timing Statute is a statute of repose, but it rebuffed Grandchildren’s reliance on Strand, explaining that the court of appeals’ analysis was “expressly limited to . . . equitable tolling and [was] not an analysis of statutory tolling.” The district court then concluded that “statutory tolling could be enforced” on the Timing Statute. And on this basis, the court denied Grandchildren’s motion and allowed the proceeding to continue. ¶10 Grandchildren sought interlocutory review of the district court’s decision, which we granted. ISSUE AND STANDARD OF REVIEW ¶11 Grandchildren ask us to review whether the district court erred in denying their motion for partial summary judgment. They assert that the court erroneously concluded that the one-year grace period in the Savings Statute applies to the Timing Statute. 2 ¶12 This issue requires us to interpret both statutes and how they intersect. A district court’s statutory interpretation presents legal questions that we review for correctness. Ellis v. Est. of Ellis, 2007 UT 77, ¶ 6, 169 P.3d 441. Likewise, we “review a district court’s legal conclusions and ultimate grant or denial of summary judgment for correctness.” Penunuri v. Sundance Partners, Ltd., 2017 UT 54, ¶ 14, 423 P.3d 1150 (cleaned up). ANALYSIS ¶13 We are called on in this case to interpret the intersection of two statutes: the Savings Statute, UTAH CODE § 78B-2-111, and the Timing Statute, id. § 75-3-107. The Savings Statute is a remedial statute of general applicability housed in Utah’s Judicial Code. It provides, in relevant part, “If any action is timely filed and . . . the plaintiff fails in the action or upon a cause of action otherwise than upon the merits, and the time limited . . . by law . . .

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Standard Federal Savings & Loan Ass'n v. Kirkbride
821 P.2d 1136 (Utah Supreme Court, 1991)
Berry by and Through Berry v. Beech Aircraft
717 P.2d 670 (Utah Supreme Court, 1985)
Raithaus v. Saab-Scandia of America, Inc.
784 P.2d 1158 (Utah Supreme Court, 1989)
McBride-Williams v. Huard
2004 UT 21 (Utah Supreme Court, 2004)
Lyon v. Burton
2000 UT 19 (Utah Supreme Court, 2000)
Ellis v. Estate of Ellis
2007 UT 77 (Utah Supreme Court, 2007)
Olseth v. Larson
2007 UT 29 (Utah Supreme Court, 2007)
Ewing v. State, Department of Transportation
2010 UT App 158 (Court of Appeals of Utah, 2010)
In Re Cloward's Estate
82 P.2d 336 (Utah Supreme Court, 1938)
Craig v. Provo City
2016 UT 40 (Utah Supreme Court, 2016)
Bagley v. Bagley
2016 UT 48 (Utah Supreme Court, 2016)
Oliver v. Utah Labor Comm'n
2017 UT 39 (Utah Supreme Court, 2017)
Penunuri v. Sundance Partners, Ltd.
2017 UT 54 (Utah Supreme Court, 2017)
Waite v. Utah Labor Comm'n
2017 UT 86 (Utah Supreme Court, 2017)
Petersen v. Utah Labor Comm'n
2017 UT 87 (Utah Supreme Court, 2017)
State v. Stewart
2018 UT 24 (Utah Supreme Court, 2018)
Jensen v. Intermountain Healthcare, Inc.
2018 UT 27 (Utah Supreme Court, 2018)
In re Estate of Strand
2015 UT App 259 (Court of Appeals of Utah, 2015)
Utah Department of Environmental Quality v. Redd
2002 UT 50 (Utah Supreme Court, 2002)

Cite This Page — Counsel Stack

Bluebook (online)
2025 UT 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-davies-utah-2025.