John v. Woodfield v. Sharon McCoy Woodfield

CourtMississippi Supreme Court
DecidedOctober 17, 2003
Docket2004-CT-00238-SCT
StatusPublished

This text of John v. Woodfield v. Sharon McCoy Woodfield (John v. Woodfield v. Sharon McCoy Woodfield) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
John v. Woodfield v. Sharon McCoy Woodfield, (Mich. 2003).

Opinion

IN THE SUPREME COURT OF MISSISSIPPI

NO. 2004-CT-00238-SCT

IN THE MATTER OF THE ESTATE OF CLYDE V. WOODFIELD, DECEASED, AND IN THE MATTER OF THE CONSERVATORSHIP OF MICHAEL A. WOODFIELD: JOHN V. WOODFIELD

v.

SHARON McCOY WOODFIELD, ADMINISTRATRIX OF THE ESTATE OF CLYDE V. WOODFIELD, DECEASED, AND ALFRED R. K OENE NN , G U A R D IA N A D LITEM AND TEMPORARY CONSERVATOR OF MICHAEL A. WOODFIELD

ON WRIT OF CERTIORARI

DATE OF JUDGMENT: 10/17/2003 TRIAL JUDGE: HON. WILLIAM L. GRIFFIN, JR. COURT FROM WHICH APPEALED: HARRISON COUNTY CHANCERY COURT ATTORNEY FOR APPELLANT: PRO SE ATTORNEYS FOR APPELLEES: TIMOTHY LEE MURR ALFRED R. KOENENN NATURE OF THE CASE: CIVIL - WILLS, TRUSTS, AND ESTATES DISPOSITION: THE JUDGMENTS OF THE COURT OF APPEALS AND THE CHANCERY COURT ARE REVERSED AND THIS CASE IS REMANDED TO THE CHANCERY COURT OF HARRISON COUNTY FOR FURTHER PROCEEDINGS CONSISTENT WITH THIS OPINION - 11/01/2007 MOTION FOR REHEARING FILED: MANDATE ISSUED:

EN BANC.

CARLSON, JUSTICE, FOR THE COURT: ¶1. Does the withdrawal from probate of a will revoking prior wills reinstate a prior will?

The Court of Appeals found that the withdrawal from probate of a 2001 will, which

contained a provision “hereby revoking all previous wills and codicils,” revived a 1973 will.

Pursuant to Mississippi Rules of Appellate Procedure 17(h), we have limited the question on

review via a grant of certiorari. On this issue, we find that a proper determination must be

made as to whether the 2001 will was validly made and executed. If the 2001 will was

validly made and executed, the revocation clause is effective and revokes the 1973 will, and

the 2001 will would thus be admitted to probate. We have no law in Mississippi which

permits abandoning the testator’s intent and completely withdrawing a will which was

validly made and executed, nor do we believe that such rule of law should be pronounced.

On the other hand, if the 2001 will was not validly made and executed, then the 1973 will

shall be probated because the revocation clause contained in the 2001 will has no effect.

Therefore, we are compelled to reverse the judgments of the Court of Appeals and the

chancery court, and we thus remand this case to the Chancery Court for the First Judicial

District of Harrison County for further proceedings consistent with this opinion.

FACTS AND PROCEEDINGS IN THE TRIAL COURT

¶2. Clyde V. Woodfield and Sharon Jeanne McCoy Woodfield were married in early

1966. At the time of their marriage, both Clyde and Sharon had children by previous

marriages – Clyde had John Vernon Woodfield, and Sharon had David Lane and Kelly

Sevier. All three children are now adults. The only child born to the marriage between

Clyde and Sharon is Michael Allen Woodfield, who was born on November 7, 1967.

2 ¶3. On January 11, 1973, Clyde executed his last will and testament, which in essence

devised and bequeathed all of Clyde’s real and personal property to his wife, Sharon, and his

two children, John and Michael. The will was just over three pages in length and contained

six Articles. Briefly stated, Article II devised and bequeathed to John and Michael each an

undivided one-half interest in Clyde’s one-half interest in the Sahara Motel on Highway 90

in Harrison County; Article III devised and bequeathed all the rest and residue of Clyde’s

estate to Sharon, or alternatively, to John and Michael, if Sharon predeceased Clyde; Article

IV contained alternative devises and bequests to Sharon, John and Michael, in the event that

Clyde did not have any ownership interest in the Sahara Motel at the time of his death;

Article V appointed Clyde’s father, Ozy Woodfield, as the executor; and, since Michael was

then a minor, Article VI appointed Sharon (or alternatively, Ozy, if Sharon was unable to

serve) as Michael’s guardian.

¶4. In January, 1997, at the age of twenty-nine, Michael was in a serious accident which

rendered him totally incapacitated, thus requiring around-the-clock care. A court-supervised

conservatorship was thereafter established for Michael, and John was appointed as the

conservator of Michael’s person and estate.

¶5. On September 26, 2001, Clyde appeared at the law office of his son, John, a practicing

attorney in Harrison County, and sought assistance from a paralegal in revising his will. John

was evidently not present in his law office when Clyde appeared. According to Nick

Thornton, John’s paralegal, and Danny Leggett, Clyde’s friend, Clyde wanted to remove all

references to Michael in his will in order to keep the government from seizing farm assets

3 which otherwise would be given to Michael under the 1973 will. Thornton and Leggett

would later testify that Clyde stated that he was satisfied that Sharon and John would take

good care of Michael. The will which was prepared pursuant to this office visit was basically

the same as the 1973 will, except that the 2001 will acknowledged Michael’s serious injuries

and the establishment of a conservatorship; removed any references to Michael as a devisee

or legatee under the will; and, appointed Sharon, or alternatively, John, as the executrix or

executor, respectively. However, of significant import is the fact that this will provided in

the first paragraph, inter alia, that Clyde did “declare this to be my Last Will and Testament,

hereby revoking all previous wills and codicles (sic) as follows, to-wit.” This will was

executed by Clyde on September 26, 2001, and witnessed the same day by Thornton and

Leggett.

¶6. Three days later, on September 29, 2001, Clyde died, survived by Sharon, John and

Michael. On October 9, 2001, Sharon, through John, as the attorney, filed a petition to have

the 2001 will admitted to probate in the Chancery Court for the First Judicial District of

Harrison County. The will was admitted to probate, and Sharon was appointed as the

executrix of the estate. In September 2002, the special chancellor1 removed John and

substituted Alfred Koenenn as temporary conservator and guardian ad litem for Michael. On

October 21, 2002, Michael’s new guardian filed a petition contesting the 2001 will. This

1 By September, 2002, the chancellors of the Eighth Chancery Court District, of which Harrison County is a part, had sua sponte recused themselves since this litigation involved a local attorney as a party; therefore, this Court entered an order appointing William L. Griffin, Jr., as Special Judge to preside over these proceedings.

4 action prompted Sharon to file a petition to have the 1973 will admitted to probate,

notwithstanding the fact that she had already filed a petition to have the 2001 will admitted

to probate.2

¶7. By agreement of the parties, the trial was divided into two phases. The first phase was

conducted on March 18-21, 2003; and, the second phase was conducted on May 12-13,

2003,3 and October 13-17, 2003. A nunc pro tunc order entered on April 25, 2003, reveals

the special chancellor’s rulings on various pre-trial motions which were heard immediately

prior to the commencement of the trial on March 18, 2003. In this order, the special

chancellor ruled, inter alia, that because of the guardian ad litem’s filing of a petition

contesting the 2001 will, John’s filing of a motion to withdraw the 2001 will, and no

objection being lodged by “any party in interest or any heir at law of the decedent,” the

petition to probate the 2001 will was “dismissed with prejudice.” Likewise, since the 1973

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John v. Woodfield v. Sharon McCoy Woodfield, Counsel Stack Legal Research, https://law.counselstack.com/opinion/john-v-woodfield-v-sharon-mccoy-woodfield-miss-2003.