Matter of Estate of McCoy

844 P.2d 1131
CourtAlaska Supreme Court
DecidedJanuary 22, 1993
DocketS-4888
StatusPublished
Cited by18 cases

This text of 844 P.2d 1131 (Matter of Estate of McCoy) is published on Counsel Stack Legal Research, covering Alaska 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 McCoy, 844 P.2d 1131 (Ala. 1993).

Opinion

844 P.2d 1131 (1993)

In the Matter of the ESTATE OF Ruth McCOY, Deceased.
Hugh CANNON, Appellant,
v.
Rozena STONEFIELD, Appellee.

No. S-4888.

Supreme Court of Alaska.

January 22, 1993.

*1132 Arthur Lyle Robson, Robson Law Office, Fairbanks, for appellant.

William S. LaBahn, Eugene, OR, for appellee.

Before MOORE, C.J., and RABINOWITZ, BURKE, MATTHEWS and COMPTON, JJ.

OPINION

COMPTON, Justice.

This case arises out of a will contest between Ruth McCoy's sole beneficiary, Hugh Cannon, and her sister, Rozena *1133 Stonefield. After a unanimous jury verdict in favor of Stonefield, Cannon appeals the trial court's formulation of the jury instruction on the issue of undue influence, as well as the trial court's decision to disqualify Cannon's attorney on ethical grounds. We affirm the judgment of the superior court.

I. FACTUAL AND PROCEDURAL BACKGROUND

The evidence regarding the making of Ruth McCoy's last will is essentially uncontroverted. The parties dispute the inferences and conclusions that can be drawn from the evidence.

On March 22, 1989, McCoy executed a will leaving her entire estate to Hugh Cannon, a neighbor who had become McCoy's friend. This will revoked McCoy's previous will, executed in 1971, which divided the estate equally between Rozena Stonefield, McCoy's sister, and relatives of McCoy's deceased husband. After McCoy died on October 4, 1989, Stonefield charged that the 1989 will was the product of undue influence exercised by Cannon.

The 1989 will was drafted by attorney Arthur Robson at Cannon's request. Cannon, who had a power of attorney from McCoy, told Robson that McCoy wished to leave everything to him. Although McCoy was ostensibly Robson's client, Robson did not consult with her, did not discuss the terms of the will with her, and did not supervise execution of the will. In fact, Robson never met McCoy, despite his intention to do so. Cannon arranged for a Notary and witnesses when the will was executed.

At trial, Stonefield argued that Robson was Cannon's agent in preparing the 1989 will, and that the will should be invalidated on the basis of undue influence. The jury returned a unanimous verdict in favor of Stonefield. Cannon appeals on the basis that the jury instruction defining undue influence was erroneous and prejudicial. He further argues that the trial court abused its discretion in disqualifying Robson from representing Cannon at trial.

II. DISCUSSION

A. JURY INSTRUCTION ON UNDUE INFLUENCE

Cannon argues that the jury instruction as given was an improper statement of the law and that, but for the erroneous instruction, he would have prevailed. The trial court's instruction on undue influence reads:

Instruction No. 21
If you find that all the requirements of a valid will have been satisfied, you may still find in favor of the challenger if you find that the maker was unduly influenced when she made her will. The challenger claims the maker was unduly influenced when she made her will. The supporter claims that the maker was not unduly influenced. I will now tell you what undue influence is.
A maker of a will is unduly influenced when another person has so influenced the maker that the maker made a will which she would not have made had she freely followed her own judgment and wishes.
For the challenger to win on this claim, you must decide that it is more likely than not there was undue influence.
In this case, the challenger claims that:
1. There was a confidential relationship between the maker and the supporter.
2. The supporter took an active part in the making of the will.
If you decide that both of these things more likely than not are true, you must return a verdict for the challenger, unless you find that despite these facts it is more probable than not that there was no undue influence. If you are not persuaded that both of these things more likely than not are true, you still may decide, on the basis of all of the evidence, that it is more likely than not that there was undue influence and return a verdict for the challenger. Otherwise, you must find that there was no undue influence.

*1134 Cannon argues that Instruction 21 does not correctly reflect the controlling doctrine of Paskvan v. Mesich, 455 P.2d 229 (Alaska 1969), and erroneously shifts the burden of persuasion to the proponent of the will.[1]

1. Waiver of Error.

Stonefield argues initially that Cannon waived any error in the instruction by failing to object at trial. We agree.

Civil Rule 51(a) requires a party that disagrees with the formulation of a jury instruction to make an objection to that instruction at trial.[2] This court has noted that:

The purpose of [Rule 51(a)] is to enable the trial judge to avoid error by affording him an opportunity to correct his charge before it goes to the jury. The dictates of the rule are satisfied only if the judge is clearly made aware of the alleged error in or omission from the instructions. Counsel's objections must be specific enough to clearly bring into focus the precise nature of the asserted error.

Saxton v. Harris, 395 P.2d 71, 73 (Alaska 1964). See also Brown v. Estate of Jonz, 591 P.2d 532, 534 (Alaska 1979) (even under a "less stringent view of Rule 51(a) ... counsel should make a specific objection to a given instruction" so the trial court has an opportunity to rule on the party's position).

The record shows that Cannon did not object to the language of which he now complains.[3] Cannon clearly stated: "Okay, Your Honor. I'll accept the instruction. I have no further objection, Your Honor." At no time was the trial court made aware of the alleged error, or given an opportunity to correct the instruction. Having failed to object in a timely manner, Cannon is precluded from raising the issue in this court.

2. Plain Error.

Because Cannon has failed to comply with Rule 51(a), this court will not review the jury instruction unless plain error has occurred:

A party who fails to so object is not entitled to review of an instruction unless it appears that giving the challenged instruction was plain error such that a miscarriage of justice would occur if the instruction was not reviewed.

Haskins v. Shelden, 558 P.2d 487, 492 (Alaska 1976). Plain error will be found only when an erroneous instruction creates "a high likelihood that the jury followed an erroneous theory resulting in a miscarriage of justice." Holiday Inns of America, Inc. v. Peck, 520 P.2d 87, 91 (Alaska 1974). As this court more recently stated, the "ultimate determination in analyzing plain error in jury instructions is simply whether a correct instruction would have likely altered the result." Conam Alaska v. Bell Lavalin, 842 P.2d 148

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Bluebook (online)
844 P.2d 1131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-mccoy-alaska-1993.