Matter of Estate of Brown

587 N.E.2d 686, 1992 Ind. App. LEXIS 232, 1992 WL 35249
CourtIndiana Court of Appeals
DecidedFebruary 27, 1992
Docket20A03-9106-CV-172
StatusPublished
Cited by5 cases

This text of 587 N.E.2d 686 (Matter of Estate of Brown) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Brown, 587 N.E.2d 686, 1992 Ind. App. LEXIS 232, 1992 WL 35249 (Ind. Ct. App. 1992).

Opinion

HOFFMAN, Judge.

Appellant-defendant Kermit Dale Brown appeals the trial court's decision granting final distribution of Jacob Ray Brown's estate and denying probate of a new will of Jacob Ray Brown submitted by appellant.

Appellant raises three questions for review:

(1) whether the trial court erred in failing to have a hearing before rendering judgment;
(2) whether the trial court erred in assuming jurisdiction over the estate of Jacob Ray Brown; and
(3) whether the trial court erred in characterizing appellant's submission of a later will as a will contest.

The facts relevant to this appeal reveal that Jacob Ray Brown died on December 1, 1989. On January 5, 1990, Nelvin Harm-sen filed a petition to probate the will of Jacob Ray Brown in the Elkhart Superior Court No. 2. The court admitted the will to probate and appointed Nelvin Harmsen personal representative of the estate.

The court clerk published notice of the estate in the local newspaper on January 12 and 19, 1990. The clerk also mailed notice of the opening of the estate to Kenneth Ray Brown, Kevin Earl Defebaugh, Kathy Thompson, and appellant, Kermit Dale Brown, on January 18, 1990.

The personal representative filed an inventory of the estate on March 22, 1990. On May 1, 1990, the personal representative filed a petition with the court to sell real estate. A hearing was held on May 25, 1990 on the petition to sell real estate. Appellant was in attendance at the hearing. The petition was granted.

On August 24, 1990, the court approved the inheritance tax accounting, and on October 18, 1990, the sale of the real estate was approved. The personal representa tive filed the final account on October 2, *688 1990. A hearing on the final account was set for December 7, 1990. On November 8, 1990, the clerk mailed notice of the final account hearing and had the notice publish ed in the local newspaper.

The cause was continued to December 14, 1990, due to a failure to notify appellant of the hearing. A hearing was held on the 14th and the final account approved and distribution ordered. However, the court was notified on December 28, 1990, that appellant was not sent notice of the hearing. The court, therefore, rescheduled a hearing on the final account for January 14, 1991. Appellant was notified of the hearing.

On January 14, 1991, appellant was in attendance at the hearing. He filed an objection to the final account. The court acknowledged that appellant had submitted a later will of Jacob Ray Brown to the court. Kenneth Ray Brown, an heir in the probated will, filed an objection to the later will. The personal representative filed a motion to dismiss petition to contest the will, a motion for summary judgment, and tendered the final decree to the court. The court took the matter under advisement. The next day the court entered the following order:

"The Court, having reviewed the objection and motion to dismiss the tendered will, further examining the will and letter in support thereof, finds that pursuant to Indiana law, to-wit: LC. 29-1-7-17, that the tendered will is not timely submitted for probate. The Court, therefore, grants the petition to deny probate of the tendered will. Final Account submitted and approved. Distribution ordered. Decree entered. Copy to all interested parties and Mr. McCaslin. Notice ordered. Petition for Compensation for Attorney filed and approved. Order to Compensate Attorney entered."

Although the petition filed by the personal representative on January 14, 1991 was designated "Motion to Dismiss Oral Petition to Contest Will and Motion for Summary Judgment," the petition was not asking for summary judgment as provided in Ind.Trial Rule 56. The petition asked the court to deny the probate of the later will offered by appellant. A hearing was provided on this matter on January 14, 1991, at the same time the court heard argument on the final account. The trial court acknowledged appellant's submission of the later will, acknowledged the objection filed to this later will by another heir, and heard the personal representative's argument as to why this later will should not be admitted to probate. The court took this issue and the issue of final distribution of the estate under advisement. The court then issued its order the next day. No error is presented here.

Appellant also claims that the court erred in granting approval of the final account without setting a hearing on appellant's objection to the final account. It was not necessary for the trial court to set a hearing on appellant's objection since the trial court admitted appellant's written objection at the hearing, asked appellant if he wished to add anything to this written objection, and heard the personal representative's reply to this objection. Therefore, appellant was given an opportunity to argue his objection to the final account at the hearing.

Furthermore, appellant's objection to the final account appears not to be a problem with the actual accounting of the estate, but with the judgment that was rendered against him for $28,167.01 at a guardianship hearing for Jacob Ray Brown in 1989. The trial court in 1989 ordered appellant to pay the guardian of Jacob Ray Brown's estate $28,167.01 for funds wrongfully taken from the estate and for attorney's fees the guardian incurred in litigation. This judgment was subtracted from appellant's portion of his inheritance in the final account. 1 Appellant attacks this judgment amount in his objection to the final accounting. However, this judgment is not subject to collateral attack. Appellant did *689 not avail himself of the appeals process after the judgment was rendered and, therefore, has waived any objection to the judgment amount. The personal representative of the estate was entitled to offset appellant's judgment against appellant's inheritance. IND.CODE § 29-1-17-6 (1991 Supp.)

For appellant's second issue, he questions the jurisdiction and venue of the Elk-hart Superior Court No. 2. He alleges that the proceedings should have been held in Grant County, the county in which Jacob Ray Brown died.

Subject-matter jurisdiction cannot be waived and may be raised at any time. State ex rel. Dean et al. v. Tipton Circuit Ct. (1962), 242 Ind. 642, 181 N.E.2d 230. In this case, the Elkhart Superior Court had subject-matter jurisdiction over probate proceedings. IND.CODE § 33-5-13.1-1 (1991 Supp.) grants the Elkhart Superior Court the same subject-matter jurisdiction over probate proceedings as the Elkhart Cireuit Court. IND.CODE § 33-4-4-3 (1991 Supp.). Therefore, since the trial court had jurisdiction of the class of cases to which this case belongs, the court properly had subject-matter jurisdiction of this case.

As for venue, IND.CODE § 29-1-7-1 (1988 Ed.) provides in relevant part:

"(a) The venue for the probate of a will and for the administration of an estate shall be:
(1) In the county in this state where the decedent had his domicile at the time of his death.
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Cite This Page — Counsel Stack

Bluebook (online)
587 N.E.2d 686, 1992 Ind. App. LEXIS 232, 1992 WL 35249, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-brown-indctapp-1992.