IN RE: ESTATE OF SCHEIDE, JR.

2020 NV 84
CourtNevada Supreme Court
DecidedDecember 31, 2020
Docket76924
StatusPublished

This text of 2020 NV 84 (IN RE: ESTATE OF SCHEIDE, JR.) is published on Counsel Stack Legal Research, covering Nevada 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 SCHEIDE, JR., 2020 NV 84 (Neb. 2020).

Opinion

136 Nev., Advance Opinion IN THE SUPREME COURT OF THE STATE OF NEVADA 54 IN THE MATTER OF THE ESTATE OF No. 76924 THEODORE ERNEST SCHEIDE, JR.

ST. JUDE CHILDREN'S RESEARCH HOSPITAL, FILE - Appellant, vs. THEODORE E. SCHEIDE, III, Respondent.

Appeal from a district court order denying a petition to admit a lost will in a probate matter. Eighth Judicial District Court, Clark County; Gloria Sturman, Judge. Reversed and remanded.

Hutchison & Steffen, PLLC, and Michael K. Wall and Russel J. Geist, Las Vegas, for Appellant.

Cary Colt Payne, Chtd., and Cary Colt Payne, Las Vegas, for Respondent.

BEFORE THE COURT EN BANC.

OPINION

By the Court, SILVER, J.: Theodore Scheide, Jr.'s (Theodore) will disinherited his biological son, respondent Theodore Scheide, III (Chip), and left his estate SUPREME COURT OF

2.4,- 14 vivo NEVADA

JO) 194M 464. to appellant St. Jude Children's Research Hospital. After Theodores death, the original will could not be found, and St. Jude petitioned to probate the lost will. NRS 136.240(3) allows the probate of a lost will if it was in existence at the testator's death and at least two credible witnesses prove the will's provisions. A copy of Theodore's executed will existed, and St. Jude provided affidavits of proof of lost will from the attorney who drafted the will and the attorney's assistant. Both witnessed the will's execution, but only the attorney could testify to the will's provisions—the assistant did not read the will when it was drafted. St. Jude also provided evidence to the district court that prior to his death, Theodore repeatedly affirmed he wanted his estate to pass to St. Jude. Chip did not contest the copy's accuracy, instead arguing Theodore revoked the will by destruction and that St. Judes witnesses did not satisfy NRS 136.240(3). Agreeing with Chip, the district court denied St. Jude's petition, leaving Chip free to inherit the estate, valued at approximately $2.6 million, through intestate succession. In this opinion, we address whether St. Jude met its burden to show the will was in legal existence and satisfied NRS 136.240(3)s requirement that two witnesses prove the will's provisions. As to the former, evidence of the testator's unchanged testamentary intent showed the will was in legal existence at the testator's death. As to the latter, an accurate copy of the will existed, the drafting attorney testified to its contents, and the second witness testified to witnessing the will's execution and to her signature on the copy, thereby proving the will's provisions for purposes of the statute. We therefore conclude that under these facts, St. Jude satisfied the requirements of NRS 136.240(3) and the district court erred by denying St. Judes petition to probate the will.

2 FACTS In June 2012, Theodore executed a will leaving his estate to his life partner, Velma Shay, or to St. Jude in Tennessee if Velma predeceased him (the June will). St. Jude is a research hospital and nonprofit organization that studies childhood illnesses and provides free medical care to sick children. While alive, Theodore donated substantial sums to St. Jude, and both he and Velma held the hospital in high esteem. Chip was Theodores only biological child. The two had been estranged for more than 20 years, and Theodore expressly disinherited Chip and Chip's descendants in the June will. The drafting attorney, Kristen Tyler, and her assistant, notary Diane DeWalt, witnessed the June will's execution and signed as declarants. Theodore requested that Tyler retain the original June will. Four months later, in October 2012, Theodore executed a second will solely to replace the executor (the October will). Tyler and DeWalt again witnessed the will's execution and signed as declarants. Theodore took the executed October will with him. Velma died in early 2013. Theodore spoke with Tyler several times during 2013 and 2014 and did not mention wishing to reconcile with Chip or revoke his will. To the contrary, Theodore stated he did not want Tyler to locate Chip, reiterating that he wished his estate to pass to St. Jude now that Velma had died. Kathy Longo, Theodore's stepdaughter from a prior marriage, began assisting Theodore following Velma's death. Longo recalled seeing the will or a copy on a shelf in Theodores study. Longo did not know Chip and Theodore did not mention Chip to her, although she recalled Theodore mentioning in December 2013 that he was leaving his estate to St. Jude. Theodore began to behave strangely in late 2013 and increasingly struggled to care for himself, even with Longo's help. Theodore's residential lease SUPREME COURT OF NEVADA 3 (0) 1947A 4WD expired at the end of November, and Theodore moved into a group home, at which time the majority of his belongings were sold. In December, Longo informed Tyler that she could no longer help care for Theodore and he needed a guardian. In January 2014, Tyler visited Theodore at the group home and Theodore told Tyler he kept his will with him in a bag or box with other important papers. Susan Hoy from Nevada Guardian Services (NGS) became Theodore's guardian in February 2014 after a physician deemed Theodore unable to care for himself. Thereafter, Hoy moved Theodore into a nursing home and moved his belongings, including his documents, into storage. During that move, Hoy saw a copy of the October will, on which Theodore had written, in blue ink, "OCTOBER 2, 2012" and "UP-DATED" and noted that he was an organ donor. Theodore had also signed the top of that document in blue ink. Hoy later returned the documents to Theodore. Theodore became increasingly unstable and expressed anger towards everyone involved in his care. He died in August 2014, leaving a multi-million dollar estate. Theodore's facility boxed up the belongings Theodore had kept with him, and Hoy's office retrieved them. Hoy was unable to find Theodores original October will, although she did find the written-upon copy, which she delivered to the estates attorney. The district court appointed Hoy the special administrator of the estate. Hoy opened Theodores safe deposit box but still did not find the original October will. Hoy speculated to the court that Theodore had destroyed the original will and recommended the estate pass to Chip. Tyler learned of Hoy's recommendation and contacted the estates attorney and St. Jude. Tyler also filed the original June will that she retained with the court, noting it was substantively identical to the October copy of the will.

4 Hoy petitioned the court to approve distribution to St. Jude but, after Chip contested Hoy's recommendation, Hoy withdrew it. St. Jude petitioned to probate the lost will. Both Tyler and DeWalt filed affidavits of proof of lost will, stating that they witnessed Theodore sign the October will and that, to their knowledge, Theodore had not intentionally destroyed or revoked it. Tyler additionally provided that Theodore did not change the beneficiary designations in the October will. Chip, however, submitted a declaration claiming Theodore attempted to reconcile with him before his death. The court held an evidentiary hearing, at which Tyler, DeWalt, Longo, and Hoy all testified.

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Bluebook (online)
2020 NV 84, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-scheide-jr-nev-2020.