In re Estate of Raney

CourtCourt of Appeals of Kansas
DecidedAugust 6, 2021
Docket122421
StatusUnpublished

This text of In re Estate of Raney (In re Estate of Raney) 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
In re Estate of Raney, (kanctapp 2021).

Opinion

NOT DESIGNATED FOR PUBLICATION

No. 122,421

IN THE COURT OF APPEALS OF THE STATE OF KANSAS

In the Matter of the Estate of ROSA LEE RANEY.

MEMORANDUM OPINION

Appeal from Trego District Court, GLENN R. BRAUN, judge. Opinion filed August 6, 2021. Affirmed.

Carl Arthur Raney, appellant pro se.

Donald F. Hoffman, of Dreiling, Bieker & Hoffman LLP, of Hays, for appellees.

Before ARNOLD-BURGER, C.J., GARDNER and ISHERWOOD, JJ.

PER CURIAM: After Rosa Lee Raney died in 2016, the district court appointed her son Wayne as the estate's executor. Wayne submitted Rosa's will and first codicil to probate. The will included a set-off provision to treat any loans Rosa had given to her other son, Carl, as advancements. The codicil added a no contest clause disinheriting any heir who contested her will. After Carl filed several motions in response to the filing of Rosa's will, Wayne moved to enforce the no contest clause. The day before the hearing on the parties' motions, the district court allowed Carl's attorney to withdraw as counsel and denied his motion to continue the hearing. Carl did not appear at the hearing, and the court entered judgment against him.

Carl now appeals pro se, arguing, among other things, that he had probable cause to challenge the will, so the district court should not have enforced the no contest clause

1 against him. Carl also claims improper actions by Wayne and the district court judge. Finding no error, we affirm.

Introduction to the Parties and Overview of Decedent's Decline in Health

Rosa suffered a stroke in 2010. Both Wayne and Rosa's daughter, Virginia Cauthorn, petitioned for Wayne to be appointed as the guardian and the conservator of her estate. In support, Wayne submitted a letter from Dr. Victor M. Nemechek, which explained that the stroke had impaired Rosa's short-term memory and the left side of her body. Dr. Nemechek stated that Rosa lacked the "capabilities to remember and to make rational decisions on her own in regards to taking care of herself, as well as her financial affairs." But on the day that petition was set for hearing, it was dismissed. Rosa then filed her own petition requesting voluntary appointment of Wayne as guardian and conservator. Carl objected. But over Carl's objection, the district court granted Rosa's petition and appointed Wayne to serve in both roles. The district court later dismissed the guardianship portion of Rosa's petition. See In re Guardianship & Conservatorship of Raney, No. 110,841, 2015 WL 5927053, at *1 (Kan. App. 2015) (unpublished opinion) (finding Wayne did not breach his fiduciary duties as conservator for Rosa).

Rosa suffered another stroke in September 2011. Wayne again sought appointment as Rosa's guardian in Case No. 2011-PR-3. While that case was pending, Wayne's attorney, Donald F. Hoffman, received a letter from Rosa's physician, Dr. Seeley T. Feldmeyer. That letter summarized Rosa's condition and suggested that Rosa would need help in making a variety of decisions. Hoffman sent the parties a copy of the letter, explaining that he did not know why it had been prepared because neither he nor Wayne had requested it. The court later appointed Wayne as Rosa's temporary guardian in August 2014.

2 Filing of Rosa's Will and First Codicil and Petition to Represent the Estate

Rosa died testate on April 15, 2016. In her will, Rosa named her three children as the beneficiaries of her estate. She nominated Wayne and Virginia as co-personal representatives, but Virginia resigned as co-executor. And while other matters were pending in the district court, Wayne petitioned to be appointed as a special administrator of the estate.

Wayne filed Rosa's will and first codicil in the district court in May 2016. Both documents were signed by two witnesses. The will—executed in October 2011—directed certain tangible assets and real properties be distributed to the heirs as specifically named. Rosa left her ownership interest in a property in Belize to Wayne but divided the revenue or royalties of any associated mineral interests to all three beneficiaries. See generally In re Guardianship & Conservatorship of Raney, 2015 WL 5927053 at *4 (explaining Rosa's interest in Belize property). And the "remaining cash, other liquid assets, and all of the rest, residue, and remainder" of the estate was to be divided equally between the three beneficiaries as well.

But the will also included a clause requiring repayment of outstanding loans, including loans Rosa had made to Carl and loans Wayne and Virgina had made to Rosa:

"I have previously borrowed money from my children, VIRGINIA LEE CAUTHORN and WAYNE LEWIS RANEY, Said loans are not fully repaid by me at the time I execute this Will. I direct my Personal Representatives to determine the amounts outstanding on said loans. The outstanding amounts shall be considered as a debt of my estate and my estate shall be obligated to repay the outstanding amounts to said children for the amounts that they are owed.

"Additionally, I have previously loaned money to CARL ARTHUR RANEY and said loans have not been fully repaid at the time I execute this Will. I direct my

3 Personal Representatives to determine the amounts outstanding on the loans that I have made to CARL ARTHUR RANEY. The outstanding amounts shall be considered as amounts owing to my estate. Said outstanding amounts shall also be considered as an advancement of CARL'S share of my Estate and CARL'S share of my estate shall be reduced accordingly."

Rosa executed the codicil to her will on July 29, 2013. The codicil specifically referenced the will and added an in terrorem, or no-contest, clause to the will. That clause provided that anyone who contested Rosa's will would forfeit his or her share of the estate and instead receive a total of $1.00:

"Should any person entitled to share in my estate either as an heir at law or as a legatee or devisee under this will contest or oppose or seek to set aside this will or establish any legal right to share in my estate other than as herein approved and provided, I hereby give and bequeath to each such person the sum of One Dollar ($1.00) only. I expressly direct that he or she shall receive no other further share in my estate. The share to which such person might otherwise have been intitled had he or she not participated in such contest or opposition or to which he or she might have been entitled had I died intestate, I give, devise, and bequeath equally, share and share alike, to the other [legatees] and devisees mentioned in this will who may not have joined in such contest or opposition."

Carl Objects to the Admission of the Will, Order Admitting Will to Probate, and Wayne's Appointment as Executor

The district court set the admission of Rosa's will to probate for a hearing on June 20, 2016. Wayne mailed a notice of the hearing to Carl on May 31, 2016.

On June 14, Carl moved pro se for a continuance, stating:

4 • He had an interest in the estate and "contested these actions;" • He was required to attend court in Belize on June 20, 2016; • Venue was not proper in Trego County; • Wayne "reconstructed the will to be in his advantage;" • He believed "all assets should have been distributed in an equal manner and [he] [wanted] the opportunity to provide a proper defense in this merit;" • A continuance was necessary and he "[did] contest the will."

Carl attached copies of a 2012 report detailing Rosa's condition and a copy of a letter from Wayne and Virginia detailing the events of Rosa's fall and resulting surgery in 2011.

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In re Estate of Raney, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-raney-kanctapp-2021.