IN THE MATTER OF THE ESTATE OF EVANS

2024 OK 65
CourtSupreme Court of Oklahoma
DecidedSeptember 17, 2024
Docket120854
StatusPublished

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IN THE MATTER OF THE ESTATE OF EVANS, 2024 OK 65 (Okla. 2024).

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IN THE MATTER OF THE ESTATE OF EVANS
2024 OK 65
Case Number: 120854
Decided: 09/17/2024
THE SUPREME COURT OF THE STATE OF OKLAHOMA


Cite as: 2024 OK 65, __ P.3d __

NOTICE: THIS OPINION HAS NOT BEEN RELEASED FOR PUBLICATION. UNTIL RELEASED, IT IS SUBJECT TO REVISION OR WITHDRAWAL.


IN THE MATTER OF THE ESTATE OF MELISSA EVANS, DECEASED.

PETITIONER, JOSHUA EVANS, PERSONAL REPRESENTATIVE, APPELLANT
v.
DEBORAH JEAN MATLOCK, PERSONAL REPRESENTATIVE, ESTATE OF GEORGE DARRELL BLAYLOCK, DECEASED, APPELLEE

APPEAL FROM THE DISTRICT COURT OF ROGERS COUNTY,
STATE OF OKLAHOMA, HONORABLE SUE NIGH

0 Melissa Evans was involved in a fatal motor vehicle accident with a car being driven by Darrell D. Blaylock. Both Evans and a passenger in Blaylock's automobile, George D. Blaylock, were killed in the crash. Evan's son, Joshua Evans, initiated a probate proceeding and was named personal representative of his mother's estate. Later, Joshua Evans filed a motion seeking a court order declaring that Melissa Evan's house qualified for the homestead exemption. The probate court denied this request and Joshua Evans commenced an interlocutory appeal. We retained the case and now hold that the subject real property does not qualify for either a constitutional or probate homestead exemption.

MOTION TO RETAIN PREVIOUSLY GRANTED; TRIAL
COURT AFFIRMED AND THE CAUSE REMANDED FOR
PROCEEDINGS CONSISTENT WITH THIS OPINION.

JAMES W. STAMPER, TULSA, OK, ATTORNEY FOR APPELLANT

J. TODD WILLHOITE, CLAREMORE, OK, ATTORNEY FOR RESPONDENT/APPELLEE

GURICH, J.

FACTUAL & PROCEDURAL HISTORY

1 On September 3, 2020, Melissa Evans and Darrell D. Blaylock were involved in a two-car motor vehicle accident on Highway 412 in Mayes County, Oklahoma. Evans and a passenger in Darrell's automobile, George Darrell Blaylock, both died at the scene of the collision. Joshua Evans, Melissa's son, commenced an action in Rogers County on October 5, 2020, to probate his mother's estate. Therein, Joshua requested the court admit Melissa's last will and testament; appoint Joshua as the personal representative per the will; and judicially determine all heirs devisees and legatees.1 On November 17, 2020, the lower court entered an order admitting Melissa Evans' will to probate, naming Joshua Evans as personal representative, and identifying all heirs, devisees and legatees of the estate. Her will identified only three children: Joshua Evans (son), Ryan S. Evans (son), Tamra C. Evans (stepdaughter).2 Melissa's grandchildren were not mentioned in her will. Around the same time, Deborah Matlock filed a probate proceeding in Mayes County to admit the will of George D. Blaylock.3 The will was admitted to probate and Matlock appointed personal representative on November 4, 2020.

¶2 On January 29, 2021, Matlock filed a wrongful death lawsuit against the estate of Melissa Evans in Mayes County, Case No. CJ-2021-16. Therein, she alleged Melissa was negligent and caused the subject fatal car wreck. On May 5, 2021, Matlock filed a pleading styled Creditor Demand for Inventory and Entry of Appearance. Evans filed an inventory with the court, which identified Melissa's house as the primary asset of the probate estate.4

¶3 Ostensibly recognizing Matlock's interest in collecting any judgment in the wrongful death proceeding by forcing the sale of Melissa's residence, Joshua filed a motion seeking a declaration from the probate court that the real property qualified for the homestead exemption provided for in the Oklahoma Constitution. Melissa Evans was divorced and the sole owner of her residence at the time of her death. The motion alleged that Joshua and his children had resided in the home since 2015. Additionally, the motion claimed, without any details, that Joshua provided his mother with financial and medical assistance while residing in the home. Joshua did not assert that she provided support to either him or his children. Matlock filed her objection to the motion and the matter was set for a hearing on October 11, 2022. In her response to the motion, Matlock noted that Evans' property was the subject of a foreclosure action in Specialized Loan Servicing, LLC v. Evans, Rogers County Case No. CJ-2022-236.5

¶4 Neither Joshua nor his attorney appeared for the hearing and the motion was denied by court minute. On October 12, 2024, Joshua's attorney filed a motion to vacate the court's preliminary ruling on the homestead issue. A hearing on the motion to vacate was scheduled for November 21, 2022; however, the probate court effectively denied the motion by entering a formal order on October 19, 2022, rejecting the homestead claim. Therein, the trial judge concluded that because Melissa Evans did not leave a surviving spouse or minor children, her real property was not exempt and was available under 58 O.S.2011, § 381 to satisfy debts of the estate.

¶5 Joshua filed the present interlocutory appeal, claiming the district court's disposition of the homestead issue was appealable as a matter of right by virtue of 58 O.S.2021, § 721. We retained the appeal and now affirm the trial court's order rejecting Joshua Evans' homestead claim.

STANDARD OF REVIEW

6 This appeal requires us to determine whether Joshua Evans is entitled to claim a homestead exemption, as an adult child resident and presumptive heir of Melissa Evans' home. The facts are not disputed, and we are presented with only legal questions concerning the ability of Joshua Evans to assert a homestead interest in the subject real property owned by his mother. See e.g., Matter of Estate of Fulks, 2020 OK 94, ¶ 9, 477 P.3d 1143, 1147 (reiterating that questions of statutory interpretation and harmonization are legal matters subject to de novo review).

¶7 As a question of law, our evaluation of this case is guided by applying a de novo standard of review. See Strickland v. Stephens Prod. Co., 2018 OK 6, ¶ 4, 411 P.3d 369, 372 (citing Lee v. Bueno, 2016 OK 97, ¶ 6, 381 P.3d 736, 739). When looking at the proper scope of a statute or an individual's right to claim constitutional protections, based on uncontested facts, we must utilize review de novo. Indep. Sch. Dist. # 52 of Okla. Cnty. v. Hoffmeister, 2020 OK 56, ¶17, 473 P.3d 475, 485. Under the de novo standard of appellate review, this Court is vested with "plenary, independent, and non-deferential authority to examine the issues presented." Harmon v. Cradduck, 2012 OK 80, ¶ 10, 286 P.3d 643, 648.

ANALYSIS

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