IN THE MATTER OF THE ESTATE OF EAGLETON

2017 OK CIV APP 2, 394 P.3d 284
CourtCourt of Civil Appeals of Oklahoma
DecidedDecember 9, 2016
StatusPublished

This text of 2017 OK CIV APP 2 (IN THE MATTER OF THE ESTATE OF EAGLETON) 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 THE ESTATE OF EAGLETON, 2017 OK CIV APP 2, 394 P.3d 284 (Okla. Ct. App. 2016).

Opinion

OSCN Found Document:IN THE MATTER OF THE ESTATE OF EAGLETON

IN THE MATTER OF THE ESTATE OF EAGLETON
2017 OK CIV APP 2
394 P.3d 284
Case Number: 114688
Decided: 12/09/2016
Mandate Issued: 01/12/2017
DIVISION II
THE COURT OF CIVIL APPEALS OF THE STATE OF OKLAHOMA, DIVISION II


Cite as: 2017 OK CIV APP 2, 394 P.3d 284

IN THE MATTER OF THE ESTATE OF G.B. EAGLETON, deceased.

BEVERLY EAGLETON, Appellant,
v.
SHERYL BROUGHTON and SHEILA KETCHER, Appellees.

APPEAL FROM THE DISTRICT COURT OF ADAIR COUNTY, OKLAHOMA

HONORABLE L. ELIZABETH BROWN, TRIAL JUDGE

AFFIRMED AND REMANDED FOR FURTHER PROCEEDINGS

Wayne Bailey, BAILEY LAW, PLC, Tahlequah, Oklahoma, for Appellant
Ron Wright, WRIGHT, STOUT & WILBURN, PLLC, Muskogee, Oklahoma, for Appellees

P. THOMAS THORNBRUGH, PRESIDING JUDGE:

¶1 Beverly Eagleton (Wife) appeals a decision of the district court denying her motion to declare a deed invalid and to award a forced share and surviving spouse allowance from the estate of G.B. Eagleton (Husband). On review, we affirm the decision of the district court that Wife is not entitled to a forced share of the 40-acre property identified below as "the Farm," and the decision that the Farm is not estate property for purposes of funding a surviving spouse allowance. We find that other questions of law and fact remain unresolved concerning Wife's entitlement to occupy the Farm as a homestead, and concerning the share of personal/joint coverture property to which Wife is entitled, and remand this matter for determination of those questions.

BACKGROUND

¶2 Husband and Wife were married in 2000. Husband was a widower, and had adult children from his prior marriage. A few days before this last marriage, Husband set up a revocable trust with himself as trustee (Trust). He transferred a house and its accompanying quarter-quarter section of land (the Farm) to the Trust. The Trust provided that, on Husband's death, the Farm would be distributed to one or more of his adult children. Husband and Wife initially lived elsewhere, but in 2002 they moved to the Farm, and resided there until Husband's death. In 2012, Husband executed a deed to the Farm to one of his daughters, Sheila Ketcher (Daughter). The conveyance was not signed by Wife. The parties disagree regarding other facts surrounding this transaction. Daughter stated by affidavit that the transaction was made as part of a deal by which another property ("600 Villard Street") was purchased for Wife to live in as her homestead, and was placed in Wife's name. Wife's brief denies that any such agreement occurred, and argues that Wife purchased the 600 Villard Street property with her own funds. Daughter paid property taxes on the Farm and maintained insurance on it after the 2012 transaction, but Husband and Wife continued to live at the Farm.

¶3 Husband died in 2014. In February 2015, Wife, who was still living at the Farm, allegedly with Daughter's permission, filed suit seeking to have the 2012 deed transferring the Farm declared void; seeking a forced probate distribution of the Farm as estate property pursuant to 84 O.S.2011 § 44; seeking a surviving spouse allowance payment from the estate assets pursuant to 58 O.S.2011 § 314; and seeking to establish a homestead right of residence at the Farm.

¶4 In August 2015, Wife moved for summary judgment on these issues. In January 2016, the court denied Wife's motion to find the deed invalid and award a forced share, denied Wife's application for a surviving spouse allowance, and held that "the motion to determine rights of surviving spouse is determined pursuant to 58 O.S. § 311 with regard to the personal property set forth in the statute." The court stated that its findings were a final order for purposes of appeal pursuant to 12 O.S.2011 § 994, even though the order disposed of fewer than all of the claims or parties. Wife now appeals.

STANDARD OF REVIEW

¶5 While the briefing at times refers to the district court proceeding as being "on the merits" by some form of agreement, the court clearly decided a motion for summary judgment, although it appears to have done so by decisions interpreting the relevant statutes rather than on grounds directly involving material facts. Hence the de novo standard of review applies irrespective of whether we interpret the court's decision as either a summary judgment or statutory interpretation. City of Jenks v. Stone, 2014 OK 11, ¶ 6, 321 P.3d 179.

ANALYSIS

¶6 Wife alleges the following issues of error:

1. Error of the Trial Court in denying the Motion for Family or Widow's Allowance.

2. Error of the Trial Court in failing to find the conveyance given by [Husband] involving property which included the homestead as invalid or void.

3. Error of the Trial Court in failing to make a determination of exempt assets from the estate.

¶7 The first two allegations of error are based on an erroneous conclusion of law. They both propose that the Farm, which was Husband's separate property before the marriage, and was transferred before marriage into the Trust, which passed the Farm to Husband's children on his death, is an asset of the probate estate in which Wife can claim a forced share pursuant to 84 O.S.2011 § 44. We reject this argument for the reasons stated below. We find that the third allegation is not yet ripe for decision, and remand it to the district court for further proceedings consistent with this opinion.

I. THE INVALID CONVEYANCE

¶8 Wife's primary argument is that she may claim a forced probate share in the Farm because the deed transferring the Farm from Husband's Trust was void. Wife argues that the Farm became the couple's homestead when they began living there, and Husband therefore could not convey it out of the Trust without Wife's signature on the conveyance. Wife is correct that 84 O.S.2011 § 44 (B)(1) prevents Husband from disposing of the Farm without Wife's agreement because it was a homestead, i.e., "property which could not be by the testator alienated, encumbered or conveyed while living."1 Wife is thus entitled to the probate homestead right of occupation unless that personal right has been waived or abandoned. Such waiver may be shown by acts and conduct. See Meyer v. Sec. Nat. Bank of Norman

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Related

Matter of Estate of Wallace
1982 OK 80 (Supreme Court of Oklahoma, 1982)
Meyer v. Security National Bank of Norman
294 P.2d 572 (Supreme Court of Oklahoma, 1956)
Thomas v. Bank of Oklahoma, N.A.
1984 OK 41 (Supreme Court of Oklahoma, 1984)
Larsen v. Collina
684 P.2d 52 (Utah Supreme Court, 1984)
Mercer v. Mercer
1961 OK 210 (Supreme Court of Oklahoma, 1961)
Welch v. Crow
2009 OK 20 (Supreme Court of Oklahoma, 2009)
CITY OF JENKS v. STONE
2014 OK 11 (Supreme Court of Oklahoma, 2014)
CITY OF JENKS v. STONE
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Littleton v. Littleton
2013 OK CIV APP 94 (Court of Civil Appeals of Oklahoma, 2013)
Matter of Estate of Hardaway
1994 OK 30 (Supreme Court of Oklahoma, 1994)
Matter of Estate of Hardaway
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Eagleton v. Broughton
2017 OK CIV APP 2 (Court of Civil Appeals of Oklahoma, 2016)

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Bluebook (online)
2017 OK CIV APP 2, 394 P.3d 284, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-the-estate-of-eagleton-oklacivapp-2016.