IN THE MATTER OF THE ESTATE OF MCGAHEY

2015 OK CIV APP 21
CourtCourt of Civil Appeals of Oklahoma
DecidedMarch 20, 2015
StatusPublished

This text of 2015 OK CIV APP 21 (IN THE MATTER OF THE ESTATE OF MCGAHEY) 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.

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IN THE MATTER OF THE ESTATE OF MCGAHEY, 2015 OK CIV APP 21 (Okla. Ct. App. 2015).

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OSCN Found Document:IN THE MATTER OF THE ESTATE OF MCGAHEY
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IN THE MATTER OF THE ESTATE OF MCGAHEY
2015 OK CIV APP 21
Decided: 03/20/2015
Mandate Issued: 05/07/2015
THE COURT OF CIVIL APPEALS OF THE STATE OF OKLAHOMA, DIVISION IV


Cite as: 2015 OK CIV APP 21, __ P.3d __

IN THE MATTER OF THE ESTATE OF ERNEST A. MCGAHEY, DECEASED.

JAMES MCGAHEY, Respondent/Appellant,
v.
RAY MCGAHEY, Petitioner/Appellee.

APPEAL FROM THE DISTRICT COURT OF
MARSHALL COUNTY, OKLAHOMA

HONORABLE GREGORY L. JOHNSON, TRIAL JUDGE

AFFIRMED

Dustin P. Rowe, ROWE LAW FIRM, Tishomingo, Oklahoma, for Respondent/Appellant
Jeffrey S. Landgraf, LITTLE LAW FIRM, PLLC, Madill, Oklahoma, for Petitioner/Appellee

DEBORAH B. BARNES, JUDGE:

¶1 Respondent/Appellant James McGahey (Respondent) appeals from the trial court's March 26, 2014 Order granting the motion for summary judgment of Petitioner/Appellee Ray McGahey (Petitioner), and from the trial court's April 23, 2014 Order determining, among other matters, the heirs at law of Ernest A. McGahey (Decedent). Two questions are presented on appeal: (1) whether the trial court properly found it possesses authority to award summary judgment in probate proceedings, and (2) whether the trial court properly found that no genuine disputes of material fact exist and that Respondent is not the adopted son of Decedent pursuant to the doctrine of equitable adoption. We answer both questions in the affirmative and, consequently, we affirm.

BACKGROUND

¶2 Petitioner, who is Decedent's brother, filed a petition in August, 2013, asserting Decedent died intestate, setting forth the heirs at law, and requesting that letters of administration be issued to him. Respondent, who was not listed as an heir in the petition, filed an objection stating that he is the son of Decedent and that he is, therefore, the only heir at law.1

¶3 Petitioner filed an objection to these assertions and, in January, 2014, filed a motion for summary judgment asserting that Respondent is not an heir at law based on the following facts: "[Respondent] is not the biological child of [Decedent]," and "[Respondent] was not adopted by [Decedent]." Petitioner asserts that, instead, Respondent is the stepson of Decedent. In support, Petitioner has attached, among other things, two pages from a deposition transcript of Respondent in which Respondent admits Decedent is not his biological father, but states Decedent was "the only dad I ever knew." In addition, Respondent states in the deposition excerpt as follows regarding the possibility of being adopted by Decedent:

A. We talked about it. We talked about it one time. And he told me it was not necessary unless my mother wouldn't have it any other way. And I was - I think I was - had just gotten out of the Marine Corps. I think that was '82. Been out a couple of years.

Q. That's the only discussion you ever had with [Decedent] about him adopting you, correct?

A. Yeah.

Q. And in that conversation he told you it was not necessary?

A. He told me it wasn't necessary unless my mother wouldn't have it any other way.
Q. What does that mean, sir?

A. I believe, you know, I believe and the way that I [saw] it, we had a relationship, you know, and I guess he didn't need a piece of paper and I didn't either. At that time I just, you know, I didn't - I just wasn't looking - I just wasn't looking ahead I guess. You know, had I said the right things, maybe we wouldn't be sitting here today.

¶4 In his response to Petitioner's motion for summary judgment, Respondent does not dispute the facts that he is not the biological child of Decedent, and is, instead, the stepson of Decedent. However, Respondent asserts that for purposes of intestate succession, he is the adopted son of Decedent pursuant to the doctrine of equitable adoption. He argues "[t]hat a majority of the states recognize equitable adoption in one form or another"; "[a]lmost exclusively, the application of the doctrine is limited to intestate estates"; and "[Decedent] held [me] out publicly as his son." In support, Respondent has attached several campaign fliers - apparently prepared by Decedent when running for a seat in the Oklahoma House of Representatives - in which Respondent is described as Decedent's son.

¶5 In its March Order, the trial court first found that summary judgment procedure is proper within a probate proceeding. Following a well-reasoned discussion of the doctrine of equitable adoption in Oklahoma, the trial court found that because there is nothing "in the evidentiary materials submitted by either Petitioner or Respondent showing or tending to show an agreement by the Decedent to adopt [Respondent] as his son," that Petitioner's summary judgment motion should be granted.

¶6 In its April Order, the trial court found that Decedent died intestate, set forth the heirs at law (excluding Respondent), and found that letters of administration should be issued appointing Petitioner as administrator of Decedent's estate.

¶7 From these Orders, Respondent appeals.

PRELIMINARY ISSUE

¶8 As stated above, the trial court found in the March Order that summary judgment may be granted within a probate proceeding. The trial court acknowledged the apparent difficultly of this issue, stating:

While a Court of Civil Appeals decision suggests it is improper to utilize a summary judgment procedure within a probate case, [i.e., In re Estate of Davis, 2006 OK CIV APP 31, 132 P.3d 609], as far back as 1976, the Oklahoma Supreme Court approved of using this procedure in a probate proceeding. See: [In re Estate of Glomset], 1976 OK 30, 547 P.2d 951, 953. Based upon the foregoing, the Court finds that the Motion should be considered.

¶9 The trial court further noted that

[o]ther cases which approve of using the summary judgment procedure in a probate context are the following: In re Estate of Gellar, 1999 OK CIV APP 45, 980 P.2d 665, 669; In re Estate of Richardson, 2002 OK CIV APP 69, 50 P.3d 584, 585; In re Estate of Ringwald, 1995 OK CIV APP 114, 905 P.2d 833, 837.

¶10 In Davis

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Related

Otero v. City of Albuquerque
1998 NMCA 137 (New Mexico Court of Appeals, 1998)
Lowrance v. Patton
1985 OK 95 (Supreme Court of Oklahoma, 1985)
Estate of Glomset
1976 OK 30 (Supreme Court of Oklahoma, 1976)
Wilson v. Kane
1993 OK 65 (Supreme Court of Oklahoma, 1993)
Byers v. Byers
1980 OK 149 (Supreme Court of Oklahoma, 1980)
Lankford v. Wright
489 S.E.2d 604 (Supreme Court of North Carolina, 1997)
In Re Estate of Geller
1999 OK CIV APP 45 (Court of Civil Appeals of Oklahoma, 1999)
Weidner v. American Family Mutual Insurance Co.
928 S.W.2d 401 (Missouri Court of Appeals, 1996)
Richardson v. First National Bank & Trust Co. of Nowata
2002 OK CIV APP 69 (Court of Civil Appeals of Oklahoma, 2002)
In Re Estate of Seader
2003 WY 119 (Wyoming Supreme Court, 2003)
In Re Estate of Holcomb
2002 OK 90 (Supreme Court of Oklahoma, 2002)
Jernigan v. Jernigan
2006 OK 22 (Supreme Court of Oklahoma, 2006)
Clemons v. Clemons
1943 OK 318 (Supreme Court of Oklahoma, 1943)
Eggstaff v. Phelps
1924 OK 465 (Supreme Court of Oklahoma, 1924)
Davis v. Addy
2006 OK CIV APP 31 (Court of Civil Appeals of Oklahoma, 2005)
Merle v. Ringwald
1995 OK CIV APP 114 (Court of Civil Appeals of Oklahoma, 1995)
Crozier v. Cohen
299 F. Supp. 563 (W.D. Oklahoma, 1969)

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Bluebook (online)
2015 OK CIV APP 21, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-the-estate-of-mcgahey-oklacivapp-2015.