Matter of Estate of Reno

604 P.2d 550, 1979 Wyo. LEXIS 502
CourtWyoming Supreme Court
DecidedDecember 26, 1979
Docket5152
StatusPublished
Cited by8 cases

This text of 604 P.2d 550 (Matter of Estate of Reno) is published on Counsel Stack Legal Research, covering Wyoming 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 Reno, 604 P.2d 550, 1979 Wyo. LEXIS 502 (Wyo. 1979).

Opinions

McCLINTOCK, Justice.

The present appeal raises two related issues: First, whether the probate judge notified and advised a surviving spouse of her rights under the election statute, § 2-4-101, W.S.1977, as required by that statute. Second, whether a surviving spouse may change his or her election if the surviving spouse has not been given notice and advice by the probate judge. The probate court held that the probate judge did not notify and advise appellee of her rights uhder the election statute, and therefore the appellee has the right to revoke her original election. We affirm.

Following the death of Floyd C. Reno, Sr., on June 18, 1976, a petition for probate was filed on July 23, 1976. On September 13, 1976 an order was entered by the probate court admitting Mr. Reno’s will into probate. On that same day the attorney for the estate forwarded a letter to Dollie M. Reno, Mr. Reno’s surviving spouse, in regard to a conversation that they had had concerning the estate. A copy of § 2-4-101, W.S.1977 (at that time § 2-47, W.S. 1957, 1975 Cum.Supp.) and two alternate notice of election forms accompanied the letter. The letter urged Mrs. Reno to sign one of the notice of election forms.

Mrs. Reno acknowledged that she had received the letter and the documents from the attorney for the estate. Furthermore, Mrs. Reno stated that she had read the statute and believed that the statute required her to sign one of the notice forms within 30 days of the date that her husband’s will was admitted to probate. She also testified that it was her impression that if she did not return one of the forms within the time specified by the statute she would be held “in contempt of court or it would hold up the proceeding or something.”

A personal emergency made it necessary for Mrs. Reno to go to the state of Washington on November 2, 1976, where she remained until January, 1977. During the time that Mrs. Reno was in Washington, she had several telephone conversations and also corresponded with the attorney for the estate regarding her desire to receive one-fourth of the decedent’s mineral rights in addition to taking under the will. Before going to Washington Mrs. Reno thought that she had retained her own attorney to represent her in the negotiations with the [552]*552other heirs; however, it appears that Mrs. Reno’s attorney did not enter into negotiations with the heirs.

On November 30, 1976 Mrs. Reno signed a notice of election form waiving her right to take one-fourth of her husband’s estate under the election statute. When Mrs. Reno elected to take under the will she was under the impression that the negotiations with the other heirs had been completed or would be finalized by the time the court received her waiver.

On November 16, 1976 the probate judge sent a letter by certified mail to Mrs. Reno’s Story, Wyoming address notifying her of her rights under the election statute. Mrs. Reno testified that she never received the letter from the probate judge, and there is no evidence in the record to indicate otherwise. The record does reflect that this letter was accepted by Mrs. Reno’s stepfather. Mrs. Reno had authorized her stepfather to collect her mail while she was in Washington.

The Final Accounting and Petition for Distribution was filed on November 23, 1977. When Mrs. Reno received a copy of this document she became aware for the first time that she was not to receive one-fourth of the minerals. She subsequently filed an objection to the Final Accounting and Petition for Distribution on December 29, 1978.

After a hearing was held on February 20, 1979 the probate court found that Mrs. Reno had not received “any notice or advice from the judge of the probate court with regard to her rights of election,” nor “were her rights fully explained, or the consequences of her rights and actions explained” by the probate judge. It therefore held the election that Mrs. Reno signed was void. The court at the same time proceeded to give Mrs. Reno notice and advice concerning her rights under § 2-4-101, and granted her 30 days in which to make an election as provided in the statute. Mrs. Reno timely filed an election to take one-fourth of the estate in lieu of taking under the will.

Appellant’s first contention is that the requirements of notice as provided for in § 2-4-101, have been complied with. Appellant bases this contention upon the presumption that there was constructive receipt of the probate judge’s letter and furthermore that Mrs. Reno had actual notice of her right of election from the estate’s attorney. However, neither of these facts is sufficient to satisfy the requirements of the election statute. Section 2 — 4-101 provides in pertinent part that a married person leaving surviving children or descendants of children by a previous marriage, and no such children or descendants of the marriage existing at the time of his or her death may by will dispose of not to exceed three-fourths of his or her real and personal estate to persons other than the surviving spouse. If the surviving spouse is given less than one-fourth, it is optional with him or her to elect to take one-fourth of the estate in lieu of any provision for the surviving spouse in the will. The section continues:

“In default of such election the will shall govern in the distribution of the estate, but in each of the above cases, in not less than sixty (60) days following the admission of the will to probate, the judge of the probate court shall advise the surviving spouse of his or her right of election and shall explain fully such right and the consequence thereof. In the event the probate judge fails in his duty to advise the surviving spouse within the time limit and in the particulars provided in this section, then the time of the election of the surviving spouse shall be extended to include thirty (30) days after such advice and explanation by the probate judge . .” (Emphasis added.)

As this court has previously discussed in Matter of Estate of Miller, Wyo., 541 P.2d 28, 30-31 (1975), before 1957 the right of election automatically expired six months after the will was admitted to probate and the statute contained no provision requiring the probate judge to give notice and advice to the surviving spouse. In In re Hartt’s Estate, 75 Wyo. 305, 295 P.2d 985 (1956), this court held that a widow was not enti-[553]*553tied to elect to take against the will after the expiration of the statutory period, even though the widow did not know that she had a right of election during a time period. Undoubtedly in response to this decision, the legislature in 1957 included language in the election statute that specifically directed “the probate judge to give notice of and explain the right of election to the surviving spouse.” Matter of Estate of Miller, 541 P.2d at 31.

Although we are required to construe the statute as it existed in 1976, it is noteworthy that the legislature, in a consolidation and revision of the probate code, effective April 1, 1980, still requires the probate judge to advise and explain the right given the surviving spouse and it is only after there has been a failure of such spouse to respond that the will controls. Chapter 142, §§ 2-5-101 and 102, S.L. of Wyoming 1979.

It may well be that the legislature, considering the rule in Hartt

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Matter of Estate of Reno
604 P.2d 550 (Wyoming Supreme Court, 1979)

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Bluebook (online)
604 P.2d 550, 1979 Wyo. LEXIS 502, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-reno-wyo-1979.