In re Will of Kersey

627 S.E.2d 309, 176 N.C. App. 748, 2006 N.C. App. LEXIS 594
CourtCourt of Appeals of North Carolina
DecidedMarch 21, 2006
DocketNo. COA05-832.
StatusPublished
Cited by4 cases

This text of 627 S.E.2d 309 (In re Will of Kersey) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Will of Kersey, 627 S.E.2d 309, 176 N.C. App. 748, 2006 N.C. App. LEXIS 594 (N.C. Ct. App. 2006).

Opinion

*310MARTIN, Chief Judge.

Katherine Ann Crowder Kersey ("caveator") appeals from summary judgment entered in favor of Mary DeBlanc Norfleet ("propounder"), dismissing a caveat proceeding involving the will of Robert L. Kersey ("decedent") on the grounds of the statute of limitations and a failure to prosecute. We reverse and remand.

Caveator and decedent were married sometime in or before 1953. They lived together until the mid-1980's, when caveator moved out of the home and established a separate residence. Caveator lived separate and apart from decedent until decedent's death on 19 August 2001; however, they never divorced, and the record indicates they communicated by telephone with great frequency. Prior to his death, decedent executed both a document purporting to be his last will and testament and a codicil.

Propounder worked as decedent's long-term executive secretary and assisted in managing his contract consulting engagements and personal business affairs. Decedent named propounder as his executrix in his purported will, and she was issued letters testamentary as the executrix of decedent's estate following his death. In the will document, decedent made various monetary bequests, devised certain real property to propounder, and left the remainder of his estate to caveator.

On 19 July 2002, caveator filed a caveat to the will, asserting (1) it was "obtained by [propounder] through undue and improper influence" and (2) decedent "by reason of both physical and mental weakness and infirmity [was] not capable of executing" a will. That same day, the clerk of superior court ordered the cause transferred to superior court for trial. In October 2002, caveator moved to compel the production of decedent's medical records, which the trial court subsequently ordered on 15 November 2002. In a verified response filed 8 September 2004, propounder asserted, in relevant part, defenses of the statute of limitations and failure to prosecute.

On 7 March 2005, propounder moved for summary judgment. In its order, the trial court stated the following:

[T]he statutory requirement imposed upon Caveator pursuant to N.C. Gen.Stat. § 31-33 mandating that "Such Caveator shall cause notice [citation] of the Caveat proceeding to be given to all devisees, legatees, or other persons in interest in the manner provided for service of process by G.S. 1A-1, Rule 4(j) and (k)" requires, as a corollary, that such notice be given contemporaneously in time with the transfer of the cause by the Clerk [of] Superior Court to the Superior Court for trial, or within a reasonable time thereafter, but in no event later than the expiration of the three-year time limitation period provided for by N.C. Gen.Stat. § 31-32[.]"

The trial court, accordingly, allowed propounder's motion for summary judgment "for either or both of the reasons" of the statute of limitations and failure to prosecute. Caveator appeals.

In reviewing an appeal from summary judgment, we must determine whether there exists any "genuine issue as to any material fact" and whether the moving party is entitled to a "judgment as a matter of law." N.C. Gen.Stat. § 1A-1, Rule 56(c) (2005); In re Will of Campbell, 155 N.C.App. 441, 450, 573 S.E.2d 550, 557 (2002), disc. review denied, 357 N.C. 63, 579 S.E.2d 385 (2003). "In ruling on a motion for summary judgment, the court may consider `the pleadings, depositions, answers to interrogatories, and admissions on file, together with the affidavits[.]'" In re Will of Priddy, ___ N.C.App. ___, ___, 614 S.E.2d 454, 456 (2005) (quoting N.C. Gen.Stat. § 1A-1, Rule 56(c)). "All such evidence must be considered in the light most favorable to the non-moving party." Id. We examine the two bases of the trial court's summary disposition in turn.

I. Statute of Limitations

The relevant statute of limitations for a will caveat proceeding is set forth in N.C. Gen.Stat. § 31-32 (2005):

At the time of application for probate of any will, and the probate thereof in common form, or at any time within three years thereafter, any person entitled under *311such will, or interested in the estate, may appear in person or by attorney before the clerk of the superior court and enter a caveat to the probate of such will[.]

In addition, a caveator must comply with the bond requirement under N.C. Gen.Stat. § 31-33 (2005) within the statute of limitations in order for a valid caveat to arise. In re Will of Winborne, 231 N.C. 463, 57 S.E.2d 795 (1950). "When the statute of limitations is properly pleaded and the facts of the case are not disputed[,] resolution of the question becomes a matter of law and summary judgment may be appropriate." Marshburn v. Associated Indemnity Corp., 84 N.C.App. 365, 369, 353 S.E.2d 123, 126, disc. review denied, 319 N.C. 673, 356 S.E.2d 779 (1987).

In the instant case, decedent's will and accompanying codicil were admitted to probate in common form on 29 August 2001. Caveator filed the caveat on 19 July 2002, well within the three-year period. In addition, the record contains an order entered by the clerk of the Durham County Superior Court on 19 July 2002 that caveator "has given the bond required by law." Despite caveator's compliance with the statutory requirements, propounder asserts the trial court correctly granted summary judgment on the grounds of the statute of limitations because caveator failed to provide the notice required by N.C. Gen.Stat. § 31-33. Propounder argues such notice, like the bond requirement, must be complied with within the period of the statute of limitations. The error in this argument is manifest: N.C. Gen.Stat.

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Cite This Page — Counsel Stack

Bluebook (online)
627 S.E.2d 309, 176 N.C. App. 748, 2006 N.C. App. LEXIS 594, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-will-of-kersey-ncctapp-2006.