Jernigan v. Jernigan

2006 OK 22, 138 P.3d 539, 2006 Okla. LEXIS 19, 2006 WL 998002
CourtSupreme Court of Oklahoma
DecidedApril 18, 2006
Docket101,594
StatusPublished
Cited by54 cases

This text of 2006 OK 22 (Jernigan v. Jernigan) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jernigan v. Jernigan, 2006 OK 22, 138 P.3d 539, 2006 Okla. LEXIS 19, 2006 WL 998002 (Okla. 2006).

Opinion

*542 OPALA, J.

¶ 1 The certiorari quest presents for our decision four questions: (1) Did the Court of Civil Appeals err when it undertook sua sponte to review the remediability of this replevin action in the probate division of the district court? (2) Where as here one in legal possession of decedent’s personalty made a gift to a third party who was without knowledge of any defect in title, did the trial court err in allowing a replevin action against that third party for recovery of the property to proceed in probate? (3) Is the executed agreement among the heirs who divided decedent’s personalty subject to forensic rescission in this cause based on mutual mistake of fact? (4) Did the trial court err in awarding an attorney’s fee to the successful party in replevin?

¶2 We answer the first question in the affirmative and the second through fourth questions in the negative.

I

THE ANATOMY OF LITIGATION

¶ 3 Rose Marie Jernigan died on 5 January 1996, leaving three sons, Robert Mark Jerni-gan, Stephen A. Jernigan and James B. Jer-nigan, and one daughter, Janet J. Bradley. Decedent’s husband had predeceased her by nearly five weeks. The majority of their property had been placed in the Jernigan Family Limited Partnership. Decedent’s estate consists solely of personalty. Rather than bring a probate the heirs agreed to distribute that personalty among themselves. Eight years later, on 30 January 2004, Robert Mark Jernigan (personal representative or plaintiff) initiated a proceeding to probate the estate of Rose Marie Jernigan. Her will was admitted to probate and he was appointed personal representative.

¶4 Shortly before the probate was filed Jana H. Jernigan, wife of James B. Jernigan (wife or donee), had commenced divorce proceedings against James B. Jernigan (husband or donor), one of the decedent’s sons. In the divorce case the wife claimed as her separate property several items of jewelry, which included that which she had received as a gift from her husband during the marriage. Some of that jewelry had belonged to the decedent mother and was in a bag which he brought home with him in 1996 after the heirs had divided the decedent’s personalty.

5 The personal representative brought in probate a replevin action against the divorcing wife for the return of the decedent’s jewelry then in her possession. He alleged that (a) the decedent’s 1981 will left to her daughter and two granddaughters all of her jewelry; (b) on the date of her death the jewelry was placed in the possession of her son, James B. Jernigan, for safekeeping; (c) the wife had wrongfully taken possession of the jewelry, which she was claiming as her separate asset in the then-pending divorce proceedings, and (d) the wife was wrongfully detaining the jewelry from the estate.

¶ 6 The wife moved for summary judgment. She argued the representative’s re-plevin targets no estate assets. This is so because all the decedent’s property was either owned by the Jernigan Family Limited Partnership or was voluntarily divided among the Jernigan heirs following the decedent’s death. She contended the representative and the decedent’s daughter should be estopped from laying claim to the jewelry because no one had asserted an adverse interest in that asset since its distribution eight years earlier. 2

¶ 7 The personal representative claimed that whether the jewelry in contest is an *543 asset of the estate or belongs to the wife — a question for the trier of fact — presents the only issue in the case. He noted that the replevin petition lists 32 items of jewelry claimed as assets of the estate. According to the representative, it was not until the wife filed her jewelry list in the divorce case that he became aware she was claiming the items bequeathed by will to the decedent’s daughter and granddaughters. He argued the wife’s defense — based on estoppel theory — is meritless since the will was not discovered until January of 2004. 3

¶ 8 The wife responded that the evidentia-ry materials in summary process initiated by her indicate the Jernigan heirs knew about the existence of the will. She claimed they voluntarily entered into a family settlement agreement to distribute the personalty in a manner different from that prescribed by law or by the testamentary instrument. According to the wife, because the agreement was a distribution method alternative to the formal administration of a will, the heirs should be required to adhere strictly to the terms of their contract. She further contended the doctrine of laches should be invoked against the estate.

¶ 9 The trial court gave summary judgment to the wife for all the jewelry (which she claimed as her separate property in the divorce case) with the exception of two bracelets that the decedent had bequeathed to her two granddaughters. According to the trial court (a) no facts were in dispute about the heirs’ 1996 voluntary division and distribution of decedent’s personalty and (b) the heirs’ property division and its distribution constitute an enforceable executed family settlement agreement. All other issues before the court were deemed moot. The trial court later awarded an attorney’s fee of $29,179.77 to the wife as the successful replevin party.

¶ 10 The representative brought two appeals — from the summary judgment and from the attorney’s fee award. He argues in the petition in error that the heirs’ 1996 agreement is amenable to rescission for mutual mistake of fact. This is so because the heirs, when entering into the agreement, did not know about the decedent’s will until shortly before the probate was filed. He argues that in probate the court’s responsibility is to protect the sanctity of the decedent’s will, which provides that a gold charm bracelet is to be given to each of her two granddaughters and the balance of the jewelry to her daughter. The representative contends there has been no opportunity in the trial court for testimony relating to the agreement and that the trial court’s summary judgment’s legal basis consists of no more than the parties’ pleadings and their written assertions.

The Court of Civil Appeals’ Reversal

¶ 11 The Court of Civil Appeals (COCA) reversed both the summary judgment and the attorney’s fee award. COCA raised sua sponte the remediability of a replevin suit before the probate division of the district court and concluded that the district court (when sitting in probate) is without “jurisdiction” to entertain a replevin action. The cause was remanded for the trial court’s determination of whether an attorney’s fee is the wife’s due based on the personal representative’s- bad faith in bringing the replevin suit as part of the probate proceeding.

¶ 12 The wife seeks relief by certiorari, but both parties contend here COCA erred in holding that the trial court was “without jurisdiction” to entertain the replevin action. They argue the “jurisdictional issue” was presented in prejudgment stages to, and correctly decided by, the. trial court when it ruled the district court’s probate division had “concurrent jurisdiction” to entertain the re-plevin claim. They urge this court to vacate COCA’s opinion upon review of the errors COCA refused to consider on appeal.

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Cite This Page — Counsel Stack

Bluebook (online)
2006 OK 22, 138 P.3d 539, 2006 Okla. LEXIS 19, 2006 WL 998002, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jernigan-v-jernigan-okla-2006.