In Re Hess' Estate

1962 OK 74, 379 P.2d 851, 1962 Okla. LEXIS 546
CourtSupreme Court of Oklahoma
DecidedMarch 20, 1962
DocketNo. 39178
StatusPublished
Cited by28 cases

This text of 1962 OK 74 (In Re Hess' Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Hess' Estate, 1962 OK 74, 379 P.2d 851, 1962 Okla. LEXIS 546 (Okla. 1962).

Opinion

IRWIN, Justice.

In the present cause we are called upon to pass on the correctness of the district court’s judgment which affirmed a decree of the county court allowing in part and denying in part the probate of an instrument propounded to it as the will of Frank Hess, deceased. The deceased will be referred to by his name or as decedent and testator. Appellant, Frank Kriz, Jr., was the proponent below. He is decedent’s cousin and [854]*854the principal beneficiary under his will. Cross-appellants, contestants in the lower tribunals, are two sisters and a brother of the deceased and are residents and nationals of Czechoslovakia. Our reference to the parties before us will be by their names or designation below.

Decedent, a celibate all of his life, came to this country from Bohemia (then part of the Austro-Hungarian monarchy) in 1908 at the age of 19. He died in Oklahoma City on October 21, 1957, at the age of 69. His nearest relatives in the United States consist of a number of cousins who are the children of his two deceased aunts: Josephine Macku and Christine Kriz. A paper propounded as the decedent’s will was offered for probate by the petition of Frank Kriz, Jr., filed on October 24, 1957. The beneficiaries named in this instrument are all but one of the children of Christine Kriz, and the testamentary dispositions effected are, as follows: (a) a specific devise to Frank Kriz, Jr. of an 80 acre tract of land, being the West onc-half of decedent’s farm in Cleveland County, Oklahoma; (b) a specific devise of the East one-half of the farm to Albert Kriz; (c) three bequests of $3,000.00 each to Charles Kriz, Bessie Dalton and Christine Henson; (d) a residuary clause in favor of Frank Kriz, Jr.

Before a hearing upon the factum of the will, an objection to its probate was interposed by seven cousins, all of whom were the children of testator’s deceased aunt, Josephine Macku. Averring that the brother and sisters in Czechoslovakia “are reputed to have died”, the protesting cousins claimed to be decedent’s heirs at law and “entitled to inherit one-half undivided interest in the estate”. They sought to have the will declared invalid for “undue influence, menace and duress” exerted upon the testator by the beneficiaries, and “particularly” by Frank Kriz, Jr. Prior to hearing testimony in opposition to probate, the county judge evidently called upon protestants to establish that the brother and sisters in Czechoslovakia were in fact dead. 'This proof was not adduced. The record fails to disclose that any proceeding was ever held upon the merits of the contest. The protest was later “withdrawn and dismissed” by the seven cousins in open court when they became unsuccessful in their attempt to obtain judicial “approval” of a “compromise” alleged to' have been reached between themselves and the beneficiaries (but denied by the latter). The will was thereupon admitted to probate by order of January 9, 1958. In an apparent effort to secure an adjudication upon the existence and effect of the purported settlement agreement with the beneficiaries, the protesting cousins appealed to the district court. The district court held adversely to them and affirmed, on February 24, 1958, the county court’s order admitting the will to probate. Neither party lodged a further appeal from this decision.

The proceedings presently under review on this appeal had their inception on June 27, 1958, when the brother and sisters living in Czechoslovakia filed in the county court their petition to vacate order admitting the will to probate, alleging, inter alia, that they had discovered the following facts since the will was admitted to probate: (a) testator was incompetent at the time he executed his will; (b) the will was not published, executed and attested in the manner and form prescribed by law; (c) when the will was executed, testator remained under the “influence, duress, menace and domination” of Frank Kriz, Jr., his principal beneficiary. Proponent’s motions to strike and dismiss this petition were overruled, and contestants were allowed “to present evidence” in support of their allegations. After a hearing on all issues tendered, the county court found that: (a) decedent was mentally competent when he executed his will; (b) the will was published, executed and attested in substantial compliance with the statute; (c) at the time testator executed his will he was subject to undue influence of Frank Kriz, Jr. Based on these findings the county court decreed the will valid and effective in all parts except as to the specific devise and the residuary clause in favor of [855]*855Frank Kriz, Jr. The assets of the estate which comprised the testamentary dispositions to Frank Kriz, Jr. were declared to pass by intestate succession. This is an appeal from the District Court which affirmed the judgment of the County Court.

Frank Kriz, Jr., proponent of the will, appealed from that portion of the judgment which decreed that the testamentary dispositions to him failed and that this portion should be distributed by intestate succession. The contestants cross-appealed from that portion of the judgment which admitted the will to probate.

In his first proposition proponent asserts that the prior order of the county court admitting the will to probate (on January 9, 1958), operated, upon its affirmance by the district court (on February 24, 1958), to bar contestants herein from instituting “a new and separate contest” from that which was formerly litigated by the protesting cousins. It is urged that the lower court erred in failing to dismiss contestants’ petition under the doctrine of res judicata.

The argument so advanced is not well taken. By their petition of June 27, 1958, contestants manifestly invoked the remedy granted under 58 O.S.1961 § 61, which, so so far as pertinent, provides:

“When a will has been admitted to probate, any person interested therein may at any time within six months from the date the will was admitted to probate contest the same or the validity of the will. For that purpose he must file in the court in which the will was proved a sworn petition in writing containing his allegations, that evidence discovered since the probate of the will, the material facts of which must be set forth, shows:
* * * * * *
“3. That the testator was not competent, free from duress, menace, fraud, or undue influence when the will allowed was made; or,
“4. That the will was not duly executed and attested.”

Under the provisions of the quoted statute, the county court has jurisdiction to entertain, upon the terms and conditions therein specified, a post-probate contest concerning the validity of a will previously admitted. In fact, by force of statute the probate of a will does not become conclusive upon persons who are sui juris until the six-months’ period allowed for post-probate contest proceedings shall have expired. 58 O.S.1961 § 67. When properly invoked within the statutory time, the power vested in the county court to vacate probate is exercisable and remains unimpaired, even though its prior decree allowing probate was affirmed by a higher court, 95 C.J.S. Wills § 503a(1), p. 504. The remedy granted by the provisions of 58 O.S.1961 § 61, is a specific statutory method for contesting a will after its admission to probate, and a proceeding instituted thereunder constitutes a direct attack upon the prior decree of the county court. In re Estate of Hildebrand, 81 Okl. 197, 197 P. 445; In re Felgar’s Estate, 207 Okl.

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Bluebook (online)
1962 OK 74, 379 P.2d 851, 1962 Okla. LEXIS 546, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-hess-estate-okla-1962.