In the Matter of Estate of Fields

2002 OK CIV APP 14, 46 P.3d 176, 73 O.B.A.J. 428, 2001 Okla. Civ. App. LEXIS 127, 2001 WL 1718029
CourtCourt of Civil Appeals of Oklahoma
DecidedDecember 11, 2001
DocketNo. 96046
StatusPublished
Cited by2 cases

This text of 2002 OK CIV APP 14 (In the Matter of Estate of Fields) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In the Matter of Estate of Fields, 2002 OK CIV APP 14, 46 P.3d 176, 73 O.B.A.J. 428, 2001 Okla. Civ. App. LEXIS 127, 2001 WL 1718029 (Okla. Ct. App. 2001).

Opinion

KEITH RAPP, Judge:

11 The trial court plaintiff, Jeffrey Alan Fields (Jeffrey), appeals the judgment rendered in favor of the trial court defendants, Curtis Dean Fields (Curtis), Pam Fields (Pam), and Janet Cox (Janet.) 1

BACKGROUND

12 The parties presented a stipulation of the facts to the court.2 Wiley Curtis Fields (Father) died intestate. His heirs have been determined to be his children, Jeffrey, Curtis, Pam, and Janet.

T3 Father established a number of accounts (bank accounts, retirement account, and certificates of deposit) during his lifetime which provided that they be paid on Father's death to Curtis. These assets were not included in the probate estate. Title 6 O.S. Supp.2000, 901 (B), authorizes "payable on death" forms of account and denominates these accounts a contract between the depositor and the bank, notwithstanding any provisions of Title 84 O.S.1991, 41 57, which pertain to making of a last will.

T4 At some unspecified time, or times, Father told Curtis and Pam that he wanted his assets divided equally among his "kids." Insofar as Pam knew that included Jeffrey. A document signed by Father, but which did not qualify as a last will, was discovered. This document states that Jeffrey is a step[178]*178son and expresses Father's desire that Jeffrey receive $100.00 and that the other children share equally in his assets.

15 After Father's death, Curtis, Pam, and Janet divided the assets equally among themselves and omitted Jeffrey. They believed that they were carrying out their Father's wishes.

16 Jeffrey sued to restore the assets to probate and to ultimately share equally with the others. The trial court ruled against him and he now appeals. Subsequently, the trial court awarded attorney fees against Jeffrey on the apparent ground that the action was either in bad faith or frivolous. Jeffrey has amended his appeal to include the attorney fees award. |

STANDARD OF REVIEW

{7 Probate proceedings are of eq-titable cognizance. Matter of Estate of Bartlett, 1984 OK 9, ¶ 4, 680 P.2d 369, 374. While an appellate court may, and will, examine and weigh the evidence, the findings and decree of the trial court cannot be disturbed unless found to be clearly against the weight of the evidence.

18 Whenever possible, an appellate court must render, or cause to be rendered, that judgment which in its opinion the trial court should have rendered. If the result is correct, the judgment will not be reversed because the wrong reason was ascribed as a basis for the decision or because the trial court considered an immaterial issue or made an erroneous finding of fact. Whenever the law and facts so warrant, an equity decree may be affirmed if it is sustainable on any rational theory and the ultimate conclusion reached below is legally correct. Equity will provide complete relief on all issues formed by the evidence regardless of whether the pleadings specifically tendered them for resolution. In re Estate of Eversole, 1994 OK 114 at ¶ 7, 885 P.2d 657, 661; Matter of Estate of Bartlett, 1984 OK 9 at ¶ 4, 680 P.2d at 374; Briggs v. Sarkey's Inc., 1966 OK 168, ¶ 29, 418 P.2d 620, 624.

19 The attorney fee issue here is whether fees may be awarded as a matter of law. The amount and reasonableness of the award have not been challenged. The appellate court has the plenary, independent and nondifferential authority to reexamine a trial court's legal rulings. Neil Acquisition, L.L.C. v. Wingrod Investment Corp., 1996 OK 125, 932 P.2d 1100 n. 1.

ANALYSIS AND REVIEW

T 10 The thrust of Jeffrey's argument here is that the combination of a "payable on death" account and instructions on distribution constitutes an attempt at a testamentary disposition, but absent the requirements for a proper testamentary disposition. However, Jeffrey's Reply Brief seems to argue that Father's oral instructions are the circumstances constituting an attempted testamentary disposition. In any event, the result, according to the argument, is that the accounts must become part of the estate and pass by intestate succession.

111 Section 901(B) changed prior law as expressed in Waitman v. Waitman, 1972 OK 157, 505 P.2d 171. There, the Waitman Court ruled that a payable on death designation did not meet the requirements for a testamentary disposition or of a gift.

{12 Now Section 901(B), as applicable here, authorizes payable on death designations for bank accounts.3 The statute expressly exempts these accounts from the provisions of Sections 41-57 of Title 84. Those sections pertain to the capacity to make a last will and the execution requirements for a last will. Jeffrey has not shown, or attempted to show, that Father's designations of Curtis failed to comply with Section 901(B).4

{13 Moreover, Section 901(B) expressly makes the designation a "contract between the depositor and the bank that upon the death of the named owner of the account the bank will hold the funds for or pay them to [179]*179the named beneficiary or the estate of the named beneficiary." Here, Jeffrey has not shown that the contract between the bank and Father is in any manner invalid.

114 Next, Jeffrey, by his argument, is trying to vary the terms of a written contract by use of oral expressions made by only one party to that contract. The agreed facts also do not show whether the oral expressions were made prior to, contemporaneous with, or subsequent to the written contracts between Father and the bank where the deposit was made. Nevertheless, apart from parol evidence issues, a written agreement may only be altered by a contract in writing or by an executed oral agreement. 15 O.S.1991, 237. Jeffrey has not presented any facts to show that the deposit contracts between Father and the bank, where the deposits were made, have been altered.

115 Finally, Jeffrey asserts that the trial court erred by failing to infer Father's intent to include him as an equal beneficiary. Jeffrey argues that the oral statements to Curtis and Pam, together with the fact that Section 901(B) authorized only single designations prior to Father's death, necessarily lead to the conclusion that he wanted Jeffrey to share also in the accounts. Section 901(B) was amended effective after Father's death to authorize multiple beneficiary «designations.

1 16 The problem with Jeffrey's contention is that Father's intent is expressed by his contract of deposit. His oral instructions represent a post-death, or testamentary disposition, of property outside the scope of either Section 901(B) or Title 84. Thus, before these oral instructions may, have any legal efficacy, they must qualify as a nuneu-pative will. Jeffrey made no effort to establish Father's statements as a nuncupative will, 58 O.S.1991, 91 92; 84 O.S.1991, 51.

117 The findings and decree of the trial court are not clearly against the weight of the evidence. Jeffrey has not demonstrated any error of law. Therefore, the trial court's judgment on the merits is affirmed.

%18 The motion for attorney fees by Curtis, Pam, and Janet relies upon City National Bank & Trust v. Owens, 1977 OK 86, 565 P.2d 4.

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2002 OK CIV APP 14, 46 P.3d 176, 73 O.B.A.J. 428, 2001 Okla. Civ. App. LEXIS 127, 2001 WL 1718029, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-estate-of-fields-oklacivapp-2001.