In Re Estate of Martin

2001 SD 123, 635 N.W.2d 473, 2001 S.D. LEXIS 148
CourtSouth Dakota Supreme Court
DecidedOctober 10, 2001
DocketNone
StatusPublished
Cited by12 cases

This text of 2001 SD 123 (In Re Estate of Martin) is published on Counsel Stack Legal Research, covering South Dakota 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 Martin, 2001 SD 123, 635 N.W.2d 473, 2001 S.D. LEXIS 148 (S.D. 2001).

Opinion

SABERS, Acting Chief Justice.

[¶ 1.] Prior to taking a trip to Rapid City, Leslie Martin, the decedent, hand-wrote a will leaving all of her property to her daughter, Ann Sheridan. The will left nothing to Martin’s other two daughters,' Susan Maestas and Melodee Pulían. Upon discovery of the holographic will, Ann filed a petition for Formal Probate of Will. Susan and Melodee filed an objection to Probate of Will. The trial court determined that Martin had created a valid and absolute holographic will and admitted the will to probate. Susan and Melodee appeal. We affirm.

FACTS

[¶ 2.] The decedent, Leslie Martin, died on March 17, 2000. She was survived by three daughters, Ann Sheridan, Susan Maestas, and Melodee Pulían. In a writing purporting to be a holographic will, Leslie left all of her property to Ann. She made no provision for Susan or Melodee.

[¶ 3.] Leslie had a very strained relationship with both Melodee and Susan. The rift between Leslie and Melodee resulted from events that occurred during Leslie’s divorce from her husband Bert in April 1997. During the divorce proceedings, Melodee testified for her father. Leslie believed Melodee had sided with Bert and against Leslie. After the divorce, Leslie had little or no contact with Melodee.

[¶ 4.] Leslie and Susan had a tenuous relationship for many years. While Leslie, Ann and Ann’s children were visiting Susan’s family, Susan’s husband disciplined one of Ann’s children. Leslie believed Susan’s husband had physically injured the child and sided with the child. Susan sided with her husband. After the incident, Susan refused any contact with Leslie and would not allow her children to see Leslie or receive gifts or cards from her.

[¶ 5.] Leslie and Ann had a very close relationship. Following her separation from Bert, Leslie spent a great deal of time with Ann and her family. Leslie regularly spent time with Ann’s two children. When Leslie was diagnosed with bowel cancer in late 1999, Ann and her husband helped care for Leslie. Ann also assumed Leslie’s office cleaning responsibilities and used the money received to help pay Leslie’s expenses.

[¶ 6.] On August 22, 1998, prior to a trip to Rapid City, Leslie told her friend Marilyn Thorson that she wanted to leave all of her property to her daughter Ann and Ann’s family. Leslie told Marilyn that she had not contacted a lawyer about drafting a will and wondered if she could just write something out. Marilyn thought Leslie could make an effective will if she *475 wrote out what she wanted done with her property and signed and dated the writing. The will read as follows:

Dated this day,
August 22,1998
If anything should happen to me on this trip to Rapid City. Everything I own is to go to Ann, Sheldon, and McKensey and Bradley Sheridan. Ineulding [sic] rest of money from Bert and the land.
Leslie Mary Martin
405 S. Lincoln St
Groton, So. Dak
57445

Leslie then placed the will in a blue notebook and explained to Marilyn that she had done this “so if something should happen that Ann could find it.” Prior to her death, Leslie had also explained to Ann that anything she “would ever need if something would happen to her would be in this little blue book that she kept in her file cabinet.” Leslie made no other wills.

[¶ 7.] Following Leslie’s death, Ann and Marilyn discovered the holographic will in the blue notebook in Leslie’s file cabinet. On March 30, 2000, Ann filed a Petition for Formal Probate of the holographic will. Melodee and Susan objected to probate of the will, not on the grounds that it was not written by Leslie, but because it was conditional. A hearing was scheduled for July 13, 2000.

[¶ 8.] The trial court determined that the language of Leslie’s will was absolute and not conditional. The court declared that the reference to the Rapid City trip was a motive or reason for drafting the will rather than a contingency upon which the will was based.

[¶ 9.] The trial court supported its determination with extrinsic evidence, including Leslie’s personal diary, Leslie’s comments to hospital staff, and other witness testimony. The diary represented Leslie’s testimony that she wanted all of her property to go to Ann and her family and nothing to Melodee and Susan. The diary further indicated that Leslie believed Mel-odee and Susan wanted no relationship with her and that Ann and her family were her closest friends.

[¶ 10.] The trial court further noted that, while Leslie lay dying in the hospital, she instructed the hospital staff that Melo-dee and Susan not be allowed to talk to her in the hospital. The trial court concluded that Leslie’s conduct immediately preceding her death was consistent with her intention to leave all of her property to Ann and her family.

[¶ 11.] Other testimony offered at trial corroborated the information contained in Leslie’s diaries. Marilyn Thorson testified that before writing the will Leslie told her that she wanted Ann’s children to have her land and, “Ann gets everything else and those other girls are not to get a dime.” Leslie explained to Marilyn that Ann was to get everything because Bert “will never give her a dime and this will be Ann’s share of her money.”

[¶ 12.] Leslie also told several friends that she wanted all of her property to go to Ann and her family. Karen Wolter testified that Leslie had said “I have everything taken care of and everything is to be left to Ann and her family.” Shirley Pulían testified that Leslie told her “I am going to leave everything to Ann and Sheldon and the grandkids and I’m going to cut the other two out because they never had anything to do with me.” Shirley also testified that Leslie had again expressed a desire to leave everything to Ann and her family and nothing to Melodee and Susan in the days immediately preceding Leslie’s death. Susan Quiggle testified that Leslie told her that Susan and Melodee were getting one dollar and “Ann is getting the rest of it.”

*476 [¶ 13.] Based on the language of the will and other testimony, the trial court concluded that: (1) Leslie intended the August 22, 1998 writing to be her will; (2) the will was executed with testamentary intent; and (3) the will was testamentary in character and not the product of undue influence. See Estate of Dokken, 2000 SD 9, ¶ 13, ¶ 27, 604 N.W.2d 487, 491, 495 (explaining requirements for establishing testamentary capacity and existence of undue influence). The trial court declared the will to be absolute and admitted it to probate. Melodee and Susan appeal the trial court’s determination that the will was absolute and not conditional.

STANDARD OF REVIEW

[¶ 14.] This Court reviews a trial court’s findings of fact under the clearly erroneous standard. In Re Estate of letter, 1999 SD 33, ¶ 11, 590 N.W.2d 254, 257.

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

Related

Estate of Schmeling
2024 S.D. 20 (South Dakota Supreme Court, 2024)
Estate of Fox
2019 SD 16 (South Dakota Supreme Court, 2019)
In Re the Estate of Serbousek
2008 SD 46 (South Dakota Supreme Court, 2008)
In Re Estate of Seefeldt
2006 SD 74 (South Dakota Supreme Court, 2006)
Hertz Motel v. Ross Signs
2005 SD 72 (South Dakota Supreme Court, 2005)
Friske v. Hogan
2005 SD 70 (South Dakota Supreme Court, 2005)
Gakin v. City of Rapid City
2005 SD 68 (South Dakota Supreme Court, 2005)
Vukmir v. Vukmir
74 P.3d 918 (Alaska Supreme Court, 2003)
In Re the Estate of Heibult
2002 SD 128 (South Dakota Supreme Court, 2002)

Cite This Page — Counsel Stack

Bluebook (online)
2001 SD 123, 635 N.W.2d 473, 2001 S.D. LEXIS 148, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-martin-sd-2001.