Jones v. Jones

551 S.E.2d 37, 209 W. Va. 701, 2001 W. Va. LEXIS 66
CourtWest Virginia Supreme Court
DecidedJune 22, 2001
DocketNo. 28723
StatusPublished

This text of 551 S.E.2d 37 (Jones v. Jones) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jones v. Jones, 551 S.E.2d 37, 209 W. Va. 701, 2001 W. Va. LEXIS 66 (W. Va. 2001).

Opinion

PER CURIAM:

This is an appeal by James B. Jones, Eugene Jones, Mary Lou Maynard, Bobby Lee Jones and Paul H. Jones from a summary judgment entered by the Circuit Court of McDowell County in an action involving the estate of their mother, Ochel Jones. On appeal, the appellants claim that there were material questions of fact to be tried at the time the circuit court entered summary judgment, and that under the circumstances, summary judgment was improper.

[703]*703I.

FACTS

The parties in this proceeding are all children of Bernie Jones, who was in the grocery business, and who accumulated a sizeable estate during his lifetime. On his death, he left his wife, Ochel Jones, who was the parties’ mother, an estate valued at over $2 million. Shortly after the death of Bernie Jones, Ochel Jones executed a will in which she divided her estate equally among her children.

The evidence shows after Ochel Jones executed this will, her sons, Sydney and Kyle, who are the appellees in the present proceeding, were especially attentive to her and assisted her with her affairs. It also appears that in 1989, shortly before her death, Ochel Jones decided to transfer her interest in two grocery stores, known as “Jones & Spry Nos. 4 and 5,” to Sydney and Kyle. To accomplish this, she transferred certain stock and associated real estate to them and loaned them for $236,000. She also executed the new will in which she forgave any indebtedness outstanding at the time of her death owed by her sons Sydney and Kyle. The rest of her estate she divided among her children, including Sydney and Kyle.1 Finally, she included in the will an in terrorem clause which, in effect, provided that if any beneficiary challenged the will, that beneficiary’s interest under the will was forfeited.

Shortly after executing the new will, Ochel Jones went to Florida where she suffered a stroke and died on February 25, 1990. Following her death, her will was admitted to probate before the McDowell County Commission on March 27, 1990, and Sydney and Kyle qualified as eo-exeeutors of her estate. No beneficiary under the will challenged the probate of the will at that time or challenged the appointment of Sydney and Kyle as eo-exeeutors.

Approximately a year later, in February 1991, after the initial administration of the estate had been completed, Sydney and Kyle prepared to make distributions of property and money to the beneficiaries under the will. Before the distributions were made, the attorney for the estate expressly informed the beneficiaries, in writing, that by cashing distribution checks they might waive any right to challenge the will. Subsequently, distribution cheeks were sent to the beneficiaries, and certain beneficiaries, who elected to receive specific items of property in lieu of a portion of their cash entitlement, were given the property which they had elected to take. Each beneficiary cashed the distribution check which he or she received, and all who elected to receive specific property accepted that specific property. Collectively, more than half a million dollars in assets were distributed from the estate.

After they received their distributions, the appellants, James B. Jones, Eugene K. Jones, Mary Lou Maynard, Bobby Lee Jones and Paul H. Jones, on November 11, 1991, more than 18 months after the will was admitted to probate, instituted the present action. In their complaint and amended complaint, they alleged that Sydney Jones and Kyle Jones had used undue influence to induce Ochel Jones to make her last will in December 1989. They also claimed that Sydney and Kyle Jones had tortiously interfered with their expectancy interests (in the store properties), that they had fraudulently acquired the stores and associated real estate (the store properties), that they had tortiously converted assets of the estate, and that they had breached their fiduciary duties. The appellants also sought an accounting of the business activities of the store properties. The central focus of all their claims was the transaction which resulted in the transfer of the Jones & Spry Nos. 4 and 5 assets to Sydney and Kyle, and the execution of the will which forgave the indebtedness which arose out of the transfer of the assets.2

[704]*704After considerable development, the ease was tried before a jury, but at the conclusion of the trial, the circuit court ordered a new trial on August 17, 1995. As the case was being developed for retrial, Sydney and Kyle Jones moved for summary judgment on the ground that the appellants were estopped from bringing their action by virtue of the fact that they had accepted substantial distributions from the estate. The circuit court of McDowell County took the motion under consideration, and on May 30, 2000, granted summary judgment. The circuit court made a number of findings, including findings that the appellants had accepted substantial payments of bequests under the will, that they had never offered to return any of the benefits received to the estate, and that they accepted the benefits with full knowledge that the legal effect of accepting the benefits was that they were barred from the bringing of their action.

. In the present proceeding, the appellants claim that the circuit court erred in holding that they were estopped to challenge the validity of the will and they also argue that there were material issues of fact in the case at the time the court entered summary judgment, and that under the circumstances, summary judgment was improper.

II.

STANDARD OF REVIEW

This Court has indicated that a circuit court’s entry of summary judgment is reviewed de novo. Painter v. Peavy, 192 W.Va. 189, 451 S.E.2d 755 (1994). The Court has also stated that: “A motion for summary judgment should be granted only when it is clear that there is no genuine issue of fact to be tried and inquiry concerning the facts is not desirable to clarify the application of the law.” Syllabus Point 3, Aetna Casualty and Surety Company v. Federal Insurance Company of New York, 148 W.Va. 160, 133 S.E.2d 770 (1963).

III.

DISCUSSION

This Court has stated that: “The general rule with regard to acceptance of benefits under a will is that a beneficiary who accepts such benefits is bound to accept the whole contents of that will and is estopped to challenge its validity.” Tennant v. Satterfield, 158 W.Va. 917, 921, 216 S.E.2d 229, 231-2 (1975); see also, Moore v. Harper, 27 W.Va. 362 (1886). This rule, which is sometimes referred to as the “doctrine of election,” is the law in at least 34 other jurisdictions. See Randy R. Koenders, Annotation, Estoppel to Contest Will or Attack its Validity by Acceptance of Benefits Thereunder, 78 A.L.R.4th 90, 101-04 (1990).

Although there are exceptions to this rule, those exceptions require that a beneficiary either initially refuse to engage in an [705]*705act which consummates acceptance or return the property accepted prior to bringing an action challenging the will.3

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Related

Painter v. Peavy
451 S.E.2d 755 (West Virginia Supreme Court, 1994)
Aetna Casualty & Surety Co. v. Federal Insurance Co. of New York
133 S.E.2d 770 (West Virginia Supreme Court, 1963)
Tennant v. Satterfield
216 S.E.2d 229 (West Virginia Supreme Court, 1975)
Rau v. Krepps
133 S.E. 508 (West Virginia Supreme Court, 1926)
Moore v. Harper
27 W. Va. 362 (West Virginia Supreme Court, 1886)
Tolley v. Poteet
57 S.E. 811 (West Virginia Supreme Court, 1907)

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Bluebook (online)
551 S.E.2d 37, 209 W. Va. 701, 2001 W. Va. LEXIS 66, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jones-v-jones-wva-2001.