Matter of Estate of Lorenzo

602 P.2d 521, 61 Haw. 236, 1979 Haw. LEXIS 158
CourtHawaii Supreme Court
DecidedNovember 5, 1979
DocketNO. 5991
StatusPublished
Cited by20 cases

This text of 602 P.2d 521 (Matter of Estate of Lorenzo) is published on Counsel Stack Legal Research, covering Hawaii Supreme Court 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 Lorenzo, 602 P.2d 521, 61 Haw. 236, 1979 Haw. LEXIS 158 (haw 1979).

Opinion

OPINION OF THE COURT BY

RICHARDSON, C.J.

Respondent-appellant Olive Lorenzo appeals from a jury verdict barring her dower interest in favor of petitionerappellee, the executor of the estate of Manuel P. Lorenzo.

*237 We reverse the judgment and remand the case.

On July 21, 1972, appellee filed a petition to probate the estate of Manuel P. Lorenzo. The petition provided that the deceased left no spouse. On October 5,1972, the petition was amended naming Olive Lorenzo as decedent’s widow. On January 29, 1974, appellee petitioned to bar appellant’s dower interest pursuant to HRS § 533-9 1 on grounds of wilful and utter desertion. A non-jury trial before the Honorable Shunichi Kimura of the Circuit Court of the Third Circuit was held on June 18, 1974, pursuant to HRS § 531-1. 2 This trial resulted in a verdict for appellee.

On August 30, 1974, appellant moved for a trial by jury pursuant to HRS § 531-2 3 on the issues of fact decided by the court in its prior ruling. In support of her motion for jury trial, appellant argued that HRS § 531-2, or in the alternative, Article I, Section 13, of the Constitution of the State of Hawaii *238 granted her the right to a jury trial. The motion was granted by Judge Kimura over appellee’s objection.

A trial before a jury with Judge Kimura presiding was held on April 28 and 29, 1975. Appellee renewed his objection to the jury trial and appellant objected to Judge Kimura presiding over the jury trial because he had presided over the original trial. Both objections were denied and the case was presented. At the conclusion of appellee’s case, appellant moved for a directed verdict which was denied by Judge Kimura. She also unsuccessfully objected to the court’s denial of her proposed jury instructions D, E, and F, and to the submission of appellee’s proposed instructions 5 and 2. After due deliberation, the jury rendered a verdict barring appellant’s dower interest.

The issues presented on this appeal and the order in which they will be discussed are:

I. Whether the trial judge erred in granting appellant’s motion for a jury trial.
II. Whether the trial judge erred in presiding over the jury trial when he had presided over the original trial.
III. Whether the trial judge erred in denying appellant’s proposed jury instructions D, E, and F and in granting appellee’s instructions 2 and 5.

We answer the first two issues in the negative, but find that the trial judge erred in his disposition of jury instructions E, 5 and 2. 4

I.

Appellee in his answering brief contends that Judge Kimura erred in granting the jury trial. Appellant responds with the argument that this court should not even consider this *239 issue because appellee failed to file a notice of appeal pursuant to Rule 73(a) (2) of the Hawaii Rules of Civil Procedure and that appellant herself did not specifically raise the issue on appeal. We agree that appellee should have noticed a cross appeal on this issue, but we may consider the contention because it is subsidiary to the other issues raised by appellant. Furthermore, Judge Kimura did not err in granting the jury trial, because we find that Article I, Section 13 of the Constitution of the State of Hawaii 5 confers such a right.

Rule 3(b) (3) of the Rules of the Supreme Court states that appellant’s questions presented in his opening brief “will be deemed to include every subsidiary question fairly comprised therein.” Appellant raises several issues on appeal concerning the propriety of certain of the trial judge’s rulings during the jury trial. These issues can only be reached if the jury trial was properly granted in the first place. As we stated in Shoemaker v. Takai, 57 Haw. 599, 607, 561 P.2d 1286, 1291 (1977): “It seems that no cross appeal is necessary in order that an appellate court may review a question closely related, in substance, to a question raised by the appeal. ” We believe the issue of whether the trial court erred in granting appellant’s motion for jury trial is a subsidiary question underlying the other issues raised by appellant, and thus, a proper question for this court’s consideration. 6

*240 Although Judge Kimura did not specify his grounds for granting appellant’s motion for jury trial, appellant argues that the jury trial in this case is authorized under HRS § 531-2 or under the Constitution of the State of Hawaii. For the reasons stated infra, we agree with appellant’s latter ground and find that the jury trial in this case was proper pursuant to Article I, Section 13 of our state constitution.

HRS § 531-1 provides that matters of probate and of administration shall be heard and determined by a judge without the intervention of a jury in the first instance. However, HRS § 531-2 qualifies § 531-1 by allowing a jury trial in the same case after the probate judge’s decision “whenever the. value of the estate of any deceased person exceeds $500” and the claimant takes “by virtue of any will or testamentary devise or by virtue of the statutes of descent of property in the state.” Manuel Lorenzo’s estate is valued over $500. However, Olive Lorenzo, claimant in this case, claims by way of a dower interest, an interest not by virtue of any will or statute of descent. In Re Estate of Brenig, 7 Haw. 640 (1889); Carter v. Carter, 10 Haw. 687 (1897); Y. Ahin v. Opele, 17 Haw. 525 (1906); Estate of Castle, 25 Haw. 108 (1919). Thus, appellant’s demand for a jury trial cannot be based on HRS § 531-2.

Article I, Section 13 of the Constitution of the State of Hawaii preserves the right of trial by jury in suits at common law. Although dower was a creature of the common law, 7 a *241

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Yoneji v. Yoneji
493 P.3d 946 (Hawaii Intermediate Court of Appeals, 2021)
Castro v. Melchor.
414 P.3d 53 (Hawaii Supreme Court, 2018)
Riethbrock v. Lange.
282 P.3d 543 (Hawaii Supreme Court, 2012)
County of Hawai'i v. C & J Coupe Family Ltd. Partnership
198 P.3d 615 (Hawaii Supreme Court, 2008)
Ditto v. McCurdy
947 P.2d 961 (Hawaii Intermediate Court of Appeals, 1997)
Arthur v. Sorensen
907 P.2d 745 (Hawaii Supreme Court, 1995)
Myers v. South Seas Corp.
871 P.2d 1235 (Hawaii Intermediate Court of Appeals, 1992)
Bank of Hawaii v. Davis Radio Sales & Service, Inc.
727 P.2d 419 (Hawaii Intermediate Court of Appeals, 1986)
Murakami v. County of Maui
730 P.2d 342 (Hawaii Intermediate Court of Appeals, 1986)
Eastern Star, Inc. v. Union Building Materials Corp.
712 P.2d 1148 (Hawaii Intermediate Court of Appeals, 1985)
Bank of Honolulu v. Davids
709 P.2d 613 (Hawaii Intermediate Court of Appeals, 1985)
Agee v. Kahului Trucking & Storage, Inc.
688 P.2d 256 (Hawaii Supreme Court, 1984)
Estate of Wakefield
660 P.2d 30 (Hawaii Supreme Court, 1983)
In Re the Determination & Declaration of the Heirs of Keamo
650 P.2d 1365 (Hawaii Intermediate Court of Appeals, 1982)
Adair v. Hustace
640 P.2d 294 (Hawaii Supreme Court, 1982)
Tanuvasa v. City and County of Honolulu
626 P.2d 1175 (Hawaii Intermediate Court of Appeals, 1981)
Onasai Tanuvasa v. City of Honolulu
626 P.2d 1175 (Hawaii Intermediate Court of Appeals, 1981)

Cite This Page — Counsel Stack

Bluebook (online)
602 P.2d 521, 61 Haw. 236, 1979 Haw. LEXIS 158, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-lorenzo-haw-1979.