In the Matter of the Estate of P. Richard Meyer, Deceased: Miracles Meyer, Personal Representative for the Estate of P. Richard Meyer v. Kelly Catherine Fanning

2016 WY 6
CourtWyoming Supreme Court
DecidedJanuary 20, 2016
DocketS-15-0134
StatusPublished
Cited by24 cases

This text of 2016 WY 6 (In the Matter of the Estate of P. Richard Meyer, Deceased: Miracles Meyer, Personal Representative for the Estate of P. Richard Meyer v. Kelly Catherine Fanning) is published on Counsel Stack Legal Research, covering Wyoming Supreme Court 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 P. Richard Meyer, Deceased: Miracles Meyer, Personal Representative for the Estate of P. Richard Meyer v. Kelly Catherine Fanning, 2016 WY 6 (Wyo. 2016).

Opinion

IN THE SUPREME COURT, STATE OF WYOMING

2016 WY 6

OCTOBER TERM, A.D. 2015

January 20, 2016

IN THE MATTER OF THE ESTATE OF P. RICHARD MEYER, Deceased.

MIRACLES MEYER, Personal Representative for the Estate of P. Richard Meyer,

Appellant S-15-0134 (Respondent),

v.

KELLY CATHERINE FANNING,

Appellee (Petitioner).

Appeal from the District Court of Teton County The Honorable Timothy C. Day, Judge

Representing Appellant: Weston W. Reeves and Anna Reeves Olson of Park Street Law Office, Casper, Wyoming. Argument by Mr. Reeves.

Representing Appellee: J. Denny Moffett of Moffett & Associates, PC, Jackson, Wyoming.

Before BURKE, C.J., and HILL, DAVIS, FOX, and KAUTZ, JJ.

NOTICE: This opinion is subject to formal revision before publication in Pacific Reporter Third. Readers are requested to notify the Clerk of the Supreme Court, Supreme Court Building, Cheyenne, Wyoming 82002, of any typographical or other formal errors so that correction may be made before final publication in the permanent volume. FOX, Justice.

[¶1] P. Richard Meyer executed his Last Will & Testament (Will), which complied with the form for self-proving wills set forth in the Wyoming Probate Code. Wyo. Stat. Ann. § 2-6-114 (LexisNexis 2015). However, when the Will was filed for probate, the witnesses could not recall having seen the testator or each other sign the Will. Further, one of the witnesses was also the notary. The district court found that the Will was not self-proving, and that, because the only witness who could recall the Will signing did not remember seeing the other witness sign the Will, there was no way the Will could be proven. The district court granted summary judgment in favor of the Will contestant and against the Will proponent. The Will proponent appeals, and we reverse and remand.

ISSUE

[¶2] Can a non-self-proving will be proven and admitted to probate when the witnesses to the testator’s signature cannot recall if the testator signed the will in both their presence?

FACTS

[¶3] Mr. Meyer executed his Will on March 24, 2008, bequeathing all of his property to his fourth wife, Miracles Meyer, and naming her as his personal representative. The Will is signed by Mr. Meyer and witnessed by Deborah Walker and Denise Burkel. All three signatures are in the affidavit form for self-proving wills as set forth in Wyo. Stat. Ann. § 2-6-114, and they are notarized by Denise Burkel. 1

[¶4] Mr. Meyer passed away on April 1, 2013. On April 25, 2013, Miracles Meyer, his wife at the time of his death, filed a petition to probate the Will. The district court entered an order finding the Will to be self-proving, opened probate, issued letters testamentary, and appointed Mrs. Meyer as personal representative of the estate.

[¶5] Shortly thereafter, Appellee Kelly Fanning, Mr. Meyer’s child from a previous marriage, filed a petition to revoke the order admitting the Will to probate, asserting it had been improperly executed and was the product of undue influence and fraud.2 She attached to her petition the affidavits of the two subscribing witnesses, Deborah Walker and Denise Burkel-Groth.

1 Denise Burkel married after the Will was executed and her name is now Denise Groth. We will refer to her as Denise Burkel-Groth or Ms. Burkel-Groth. 2 Ms. Fanning subsequently filed her first amended verified petition, which contained additional allegations not pertinent to the issues on appeal. The district court denied Mrs. Meyer’s renewed motion to dismiss Ms. Fanning’s petition.

1 [¶6] In 2008, Ms. Walker was a part-time bookkeeper in the Meyer and Williams law office, where the Will was executed. Ms. Walker testified by affidavit that “Richard Meyer asked me to sign his Will but did not show me any pages other than the last page, which he and I both signed.” According to her affidavit, she had no recollection of Ms. Burkel-Groth being present or signing the Will, but did recall that Mr. Meyer signed the Will and that Mrs. Meyer was present. Ms. Walker also stated, “I specifically recall that I did not witness anyone other than myself and Richard Meyer sign the Will, and I did not see anyone notarize the Will.” Ms. Walker later testified in her deposition that she had no memory of seeing Mr. Meyer sign the Will or whether his signature was on the Will prior to her signature.

[¶7] The second witness and notary, Ms. Burkel-Groth, worked as a legal assistant at another law firm in the same building. Ms. Burkel-Groth had no specific memory of witnessing the Will. She testified, “I have no doubt that it happened, but [I do not remember] any specifics of that day[.]” Ms. Burkel-Groth gave conflicting testimony about her course of conduct as a notary: first testifying in her affidavit that she “often notarized documents that were presented to me in my office, although I was not present while the documents were actually signed[,]” and then modifying that statement in her deposition to explain that she “more often than not” witnessed signatures on documents she notarized, or that she “always” saw the person sign the documents she notarized.

[¶8] The Will contained the following attestation clause:

The undersigned witnesses, sign our names to this instrument, being first duly sworn and do hereby declare to the undersigned authority that P. Richard Meyer signs and executes this instrument as his last Will and that he signs it willingly and that he executes it as his free and voluntary act for the purposes therein expressed, and that each of us, in the conscious presence of P. Richard Meyer, hereby sign this Will as witness to his signing, and that to the best of our knowledge P. Richard Meyer is eighteen years of age or older, of sound mind, and under no constraint or undue influence.

This clause appears immediately below the signature of Mr. Meyer and immediately above the signatures of both Ms. Walker and Ms. Burkel-Groth. Both Ms. Walker and Ms. Burkel-Groth testified that their signatures on the Will are genuine.

[¶9] The parties filed cross-motions for summary judgment. Ms. Fanning asked the district court to find that the Will was not a self-proving will, and could not be proven because it was not possible to satisfy the requirements to prove a non-self-proving will

2 contained in Wyo. Stat. Ann. § 2-6-205. Mrs. Meyer asked the court to admit the Will to probate because it met the requirements for a valid will in Wyo. Stat. Ann. § 2-6-112.3

[¶10] The district court concluded that the Will contained two defects that prevented it from being a self-proving will: first, if “Richard Meyer signed the [W]ill in front of Ms. Walker, but Ms. Burkel-Groth was not present, then both witnesses did not witness the testator’s signature[;]” second, if both witnesses were not present, there could not have been the “simultaneous” execution and attestation required for a self-proving will. In addition, the district court held that a person could not act as both a witness and a notary; therefore Ms. Burkel-Groth’s signature in one capacity or another was not valid. There would either not be two attesting witnesses, or there would be no notary, and thus, the Will could not be self-proving.

[¶11] The district court next considered Ms. Fanning’s contention that the Will was not capable of proof. The court held that if a will is not self-proving, it must be proven by “oral or written testimony of one or more of the subscribing witnesses to the will. Wyo. Stat. § 2-6-205(a). If both witnesses are deceased or unavailable, a different method of proof may be used.

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2016 WY 6, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-the-estate-of-p-richard-meyer-deceased-miracles-meyer-wyo-2016.