In Re the Estate of Broderick

191 P.3d 284, 286 Kan. 1071, 2008 Kan. LEXIS 459
Supreme Court of Kansas·Decided August 29, 2008·No. 97,088·Published·Cited by 60 cases

Opinion

The opinion of the court was delivered by

Nuss, J.:

Margaret R. Puls appeals the trial court denial of her pro se motion for participation in her will contest trial by telephone. The court then conducted the trial in her absence and admitted the will to probate. Puls seeks reversal, remand, and telephonic participation in the retrial. Our jurisdiction arises from K.S.A. 20-3018(c) (a transfer from the Court of Appeals on this court’s own motion).

The parties raise several issues on appeal, which we recast and answer as follows:

1. Did the trial court err in denying Puls’ participation in the trial by telephone under the authority of Supreme Court Rule 145 (2005 Kan. Ct. R. Annot. 214)? No.

*1073 2. Did the trial court abuse it discretion in denying Puls’ participation in the trial by telephone? Not necessary to address.

Accordingly, we affirm the trial court.

FACTS

On August 26, 1993, Esther R. Broderick executed her will, bequeathing her stocks and bonds to her three nephews, Geary E. Ludwig, Jr., Dale W. Ludwig, and Gene R. Ludwig. The residuary of her estate was bequeathed to those same three nephews and two nieces, one of whom is Margaret R. Puls of Denver, the appellant. Geary was designated as executor, Dale as the successor executor, and if necessary, then Gene.

Prior to Broderick’s death on June 27, 2004, Geary had died and Dale had become disabled. Gene Ludwig then filed a petition for the admission of Broderick’s will to probate and requested that he be named executor of her estate. Ludwig’s petition alleged Broderick was of sound mind and not under any restraint when she executed her will. A hearing on the petition was scheduled for August 4, 2004.

The day before the hearing, Puls filed a pro se motion requesting an additional 30 days to file written defenses. She opposed the probate of the will on grounds that it was not duly executed, that Broderick was mentally incompetent at the time she executed it, and that Broderick was under the undue influence of a beneficiary.

The trial court ruled that Puls’ pleading constituted a written defense contesting the admission of Broderick’s will to probate and continued the hearing to September 20, 2004. The court also appointed Ludwig as special administrator until the hearing.

On September 20, Puls appeared for the hearing by telephone. Ludwig’s counsel argued that Broderick’s will, which was filed with the petition, established a prima facie case to prove capacity and due execution because it met all of the statutory requirements of a self-proving will. The court so found and further found that the burden shifted to Puls to prove the will should not be admitted to probate.

Puls wanted to examine the attesting witnesses, stating that she had prepared a fist of questions for them. The court advised that *1074 the attesting witnesses were not present because a self-proving will could be admitted into evidence without them; upon the will’s admission, no further evidence was needed to prove capacity or the lack of undue influence.

Puls then presented her evidence and arguments to contest Broderick’s will. She stated the last time she saw Broderick was in June 1975, when Broderick visited her in Colorado. However, Puls stated she occasionally spoke with staff at Medicalodge, the nursing home in which Broderick resided, to check on Broderick’s condition.

The trial court held that the fact Broderick was in a nursing home, coupled with the statements Puls made in her motion, constituted insufficient evidence to overcome Broderick’s self-proving will. It admitted Broderick’s will to probate and appointed Ludwig as executor.

On Puls’ appeal, the Court of Appeals reversed. It ruled that because the trial court found that Puls filed a written defense to the admission of Broderick’s will, Ludwig had the burden of proof to make a prima facie case showing capacity and due execution of that will. It remanded with directions to allow the parties to proceed with the will contest following a reasonable period of time for discovery. In re Estate of Broderick, 34 Kan. App. 2d 695, 125 P.3d 564 (2005).

On remand, trial on the admission of the will to probate was set for 1:30 p.m. on July 5, 2006.

On June 23, 2006, 12 days before trial, Puls faxed to the clerk of the court her pro se “Motion for Order Allowing Appearance by Telephone” and a proposed order. In the motion, Puls alleged:

(1) she had chronic medical conditions preventing her from flying or driving and she has no driver’s license;

(2) a lower back disorder makes long trips difficult for her, and there was no commercial public bus or passenger train service to Leavenworth;

(3) because of her medical problems, she has not traveled outside the seven-county, Denver, Colorado, metropolitan area for many years;

*1075 (4) she had been allowed to appear by telephone at the hearing on September 20, 2004;

(5) she had prepared questions for any witnesses that the Special Administrator might call; and

(6) she had subpoenaed a witness whose testimony “will provide significant and relevant information regarding certain Medicalodge nursing home records of the Decedent.”

Puls sent the fax from Morrell Printing Solutions of Lafayette, Colorado. She mailed, instead of faxed, a copy of the motion to Ludwig’s counsel.

Later that same day, the trial court judge handwrote the date, his initials, and “denied” on the proposed order.

Ludwig’s counsel did not file his objection to Puls’ motion until June 27, probably because his copy had been mailed, and not faxed, to him. He argued that Kansas Supreme Court Rule 145 provided that a trial court may use a telephone conference call to conduct any hearing or conference except for a trial on the merits. He emphasized that the hearing would clearly be on the merits: to resolve the will contest and determine whether Broderick had capacity on the date she executed the will. Counsel also observed that for the September 20, 2004, hearing, unlike now, Ludwig’s then counsel had consented to her telephone participation. He mailed a copy of his objection to Puls that day.

On July 3, 2006, 2 days before the trial, Puls faxed to the office of the district court clerk her pro se “Verified Motion to Allow Appearance by Telephone.” The fax was sent from an Office Depot store in Boulder, Colorado. In her motion, Puls acknowledged that on June 30, she had received both Ludwig’s objection and the trial court’s denial of her first motion to appear by telephone.

In Puls’ six-page motion, she argued that the court’s denial of her motion to appear by telephone was disability-based discrimination prohibited by the Americans with Disabilities Act of 1990, 42 U.S.C. §§ 12101 et seq. (2006) (ADA).

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In Re the Estate of Broderick, 191 P.3d 284, 286 Kan. 1071, 2008 Kan. LEXIS 459 (kan 2008).

191 P.3d 284 (In Re the Estate of Broderick) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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