In Re Estate of Woodfield

968 So. 2d 421, 2007 WL 3197739
CourtMississippi Supreme Court
DecidedNovember 1, 2007
Docket2004-CT-00238-SCT
StatusPublished
Cited by3 cases

This text of 968 So. 2d 421 (In Re Estate of Woodfield) is published on Counsel Stack Legal Research, covering Mississippi 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 Woodfield, 968 So. 2d 421, 2007 WL 3197739 (Mich. 2007).

Opinion

968 So.2d 421 (2007)

In the Matter of the ESTATE OF Clyde V. WOODFIELD, Deceased, and
In the Matter of the Conservatorship of Michael A. Woodfield.
John V. Woodfield
v.
Sharon McCoy Woodfield, Administratrix of the Estate of Clyde V. Woodfield, Deceased, and Alfred R. Koenenn, Guardian Ad Litem and Temporary Conservator of Michael A. Woodfield on Writ of Certiorari.

No. 2004-CT-00238-SCT.

Supreme Court of Mississippi.

November 1, 2007.

*422 John V. Woodfield, Appellant, pro se.

Timothy Lee Murr, Gulfport, Alfred R. Koenenn, attorneys for appellees.

EN BANC.

*423 CARLSON, Justice, for the Court.

¶ 1. Does the withdrawal from probate of a will revoking prior wills reinstate a prior will? The Court of Appeals found that the withdrawal from probate of a 2001 will, which contained a provision "hereby revoking all previous wills and codicils," revived a 1973 will. Pursuant to Mississippi Rules of Appellate Procedure 17(h), we have limited the question on review via a grant of certiorari. On this issue, we find that a proper determination must be made as to whether the 2001 will was validly made and executed. If the 2001 will was validly made and executed, the revocation clause is effective and revokes the 1973 will, and the 2001 will would thus be admitted to probate. We have no law in Mississippi which permits abandoning the testator's intent and completely withdrawing a will which was validly made and executed, nor do we believe that such rule of law should be pronounced. On the other hand, if the 2001 will was not validly made and executed, then the 1973 will shall be probated because the revocation clause contained in the 2001 will has no effect. Therefore, we are compelled to reverse the judgments of the Court of Appeals and the chancery court, and we thus remand this case to the Chancery Court for the First Judicial District of Harrison County for further proceedings consistent with this opinion.

FACTS AND PROCEEDINGS IN THE TRIAL COURT

¶ 2. Clyde V. Woodfield and Sharon Jeanne McCoy Woodfield were married in early 1966. At the time of their marriage, both Clyde and Sharon had children by previous marriages — Clyde had John Vernon Woodfield, and Sharon had David Lane and Kelly Sevier. All three children are now adults. The only child born to the marriage between Clyde and Sharon is Michael Allen Woodfield, who was born on November 7, 1967.

¶ 3. On January 11, 1973, Clyde executed his last will and testament, which in essence devised and bequeathed all of Clyde's real and personal property to his wife, Sharon, and his two children, John and Michael. The will was just over three pages in length and contained six Articles. Briefly stated, Article II devised and bequeathed to John and Michael each an undivided one-half interest in Clyde's one-half interest in the Sahara Motel on Highway 90 in Harrison County; Article III devised and bequeathed all the rest and residue of Clyde's estate to Sharon, or alternatively, to John and Michael, if Sharon predeceased Clyde; Article IV contained alternative devises and bequests to Sharon, John and Michael, in the event that Clyde did not have any ownership interest in the Sahara Motel at the time of his death; Article V appointed Clyde's father, Ozy Woodfield, as the executor; and, since Michael was then a minor, Article VI appointed Sharon (or alternatively, Ozy, if Sharon was unable to serve) as Michael's guardian.

¶ 4. In January, 1997, at the age of twenty-nine, Michael was in a serious accident which rendered him totally incapacitated, thus requiring around-the-clock care. A court-supervised conservatorship was thereafter established for Michael, and John was appointed as the conservator of Michael's person and estate.

¶ 5. On September 26, 2001, Clyde appeared at the law office of his son, John, a practicing attorney in Harrison County, and sought assistance from a paralegal in revising his will. John was evidently not present in his law office when Clyde appeared. According to Nick Thornton, John's paralegal, and Danny Leggett, Clyde's friend, Clyde wanted to remove all references to Michael in his will in order to *424 keep the government from seizing farm assets which otherwise would be given to Michael under the 1973 will. Thornton and Leggett would later testify that Clyde stated that he was satisfied that Sharon and John would take good care of Michael. The will which was prepared pursuant to this office visit was basically the same as the 1973 will, except that the 2001 will acknowledged Michael's serious injuries and the establishment of a conservatorship; removed any references to Michael as a devisee or legatee under the will; and, appointed Sharon, or alternatively, John, as the executrix or executor, respectively. However, of significant import is the fact that this will provided in the first paragraph, inter alia, that Clyde did "declare this to be my Last Will and Testament, hereby revoking all previous wills and codicles (sic) as follows, to-wit." This will was executed by Clyde on September 26, 2001, and witnessed the same day by Thornton and Leggett.

¶ 6. Three days later, on September 29, 2001, Clyde died, survived by Sharon, John and Michael. On October 9, 2001, Sharon, through John, as the attorney, filed a petition to have the 2001 will admitted to probate in the Chancery Court for the First Judicial District of Harrison County. The will was admitted to probate, and Sharon was appointed as the executrix of the estate. In September 2002, the special chancellor[1] removed John and substituted Alfred Koenenn as temporary conservator and guardian ad litem for Michael. On October 21, 2002, Michael's new guardian filed a petition contesting the 2001 will. This action prompted Sharon to file a petition to have the 1973 will admitted to probate, notwithstanding the fact that she had already filed a petition to have the 2001 will admitted to probate.[2]

¶ 7. By agreement of the parties, the trial was divided into two phases. The first phase was conducted on March 18-21, 2003; and, the second phase was conducted on May 12-13, 2003,[3] and October 13-17, 2003. A nunc pro tunc order entered on April 25, 2003, reveals the special chancellor's rulings on various pre-trial motions which were heard immediately prior to the commencement of the trial on March 18, 2003. In this order, the special chancellor ruled, inter alia, that because of the guardian ad litem's filing of a petition contesting the 2001 will, John's filing of a motion to withdraw the 2001 will, and no objection being lodged by "any party in interest or any heir at law of the decedent," the petition to probate the 2001 will was "dismissed with prejudice." Likewise, since the 1973 will did not name a successor executor in the event Clyde's father was unable to serve, the special chancellor appointed Sharon as Temporary Administrator C.T.A. of the 1973 will. While this order also contained other findings and rulings on other issues, since these issues are not before us today, there is no need to *425 discuss the other provisions of this order. Likewise, on April 25, 2003, a nine-page nunc pro tunc judgment was entered reflecting the special chancellor's rulings on the issues presented in the first phase of the trial.

¶ 8. Continuing with the procedural history of this case, we now refer to the Court of Appeals' opinion:

The parties agreed to a two-part trial. The first part, which started the day of the pretrial decisions on March 18, considered three issues.

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