Modlin v. Riggle

399 N.E.2d 767, 73 Ind. Dec. 677, 1980 Ind. App. LEXIS 1287
CourtIndiana Court of Appeals
DecidedJanuary 28, 1980
Docket1-679A187
StatusPublished
Cited by10 cases

This text of 399 N.E.2d 767 (Modlin v. Riggle) 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
Modlin v. Riggle, 399 N.E.2d 767, 73 Ind. Dec. 677, 1980 Ind. App. LEXIS 1287 (Ind. Ct. App. 1980).

Opinion

ROBERTSON, Presiding Judge.

Plaintiff-appellant Burdiene Modlin (Modlin) brings this appeal from an order dismissing her amended complaint in an action to set aside the probate of the will of her father, Walter Riggle, in which she was a beneficiary. Named as defendants in the action were the executor, Tri-County Bank and Trust Company (Bank), and the other beneficiaries under the will, Geneva Riggle and Ronald A. Edwards.

Modlin raises two issues on appeal, neither of which constitute reversible error. We accordingly affirm.

Initially, Modlin contends that the will was improperly admitted to probate. In support of this contention, she argues that in the absence of an attestation clause or self-proving provision on the face of the purported will, its execution may not be properly proved without the testimony of at least one of the subscribing witnesses. Since both' witnesses were deceased at the time the will was offered for probate, the required testimony was impossible, and therefore, Modlin concludes, the will was admitted without proper proof of its due execution. Modlin also questions the competence of the trust officer of the executor Bank to report to the trial court, without his personal knowledge thereof, the fact of the witnesses’ deaths, and the trial court’s finding as to the genuineness of Walter Riggle’s signature.

Secondly, relying upon Estate of Cameron v. Kuster, (1968) 142 Ind.App. 645, 236 N.E.2d 626, Mrs. Modlin argues that collateral attack of the judgment admitting the will to probate is permissible after the statutory time limit for will contests has expired when the instrument contains on its face a defect clearly showing its nontesta-mentary character. She urges that the absence of an attestation clause or self-proving provision, when the subscribing witnesses are unavailable to testify as to the manner of the will’s execution, is such a defect.

The only issue appropriate for our consideration is whether a will signed by the testator and subscribed by two witnesses, but lacking an attestation clause or self-proving provision, is so patently defective as to fall within the doctrine established in Estate of Cameron v. Kuster, supra, allowing the collateral attack of a judgment admitting a will to probate. We do not feel that the fact of the subscribing witnesses’ unavailability to testify is relevant to the issue, nor do we find it necessary to review actions of the lower court in admitting the will to probate.

*769 The testator, Walter Riggle, died September 19, 1977. His will was admitted to probate on September 23,1977. The instrument was signed in this manner:

Signed /s/ Walter Riggle
Witnessed By, /s/ Katherine Piper
/s/ Mr. Ed Cox

No attestation clause was included in the instrument.

The will was admitted to probate upon the filing of a proof of will, in affidavit form, signed by the trust officer of the executor Bank. Therein the officer averred that the two subscribing witnesses were deceased, and that the signature of the testator was genuine.

Modlin filed her complaint to set aside probate of the will on March 17, 1978, alleging unsoundness of mind, undue influence, undue execution, and fraud and deceit in the procurement.

Thereafter, the executor Bank and the beneficiaries, Geneva Riggle and Ronald Edwards, filed separate motions to dismiss the complaint on grounds that it was not filed within the five-month statutory period provided for will contests. In response, Mrs. Modlin filed an amended complaint to set aside probate, alleging that the will was not duly executed in all respects according to law, was not duly proved, and therefore could not properly have been admitted to probate.

Again, the executor moved to dismiss based on the statute of limitations. On January 16, 1979, the trial court issued a judgment dismissing the action,' declaring that, as Modlin failed to commence her action within the statutory period, the court was without jurisdiction over the cause.

After a will has been probated in Indiana and thus is judicially declared to be duly executed, only a will contest can present any question of the validity of the instrument or of its execution. In Re Estate of Plummer, (1966) 141 Ind.App. 142, 219 N.E.2d 917. A proceeding to contest a will is a statutory action; that is, it can only be brought and successfully maintained in the court, within the time and upon the grounds prescribed by the statute. Evansville Ice and Cold Storage Co. v. Winsor, (1897) 148 Ind. 682, 48 N.E. 592; Brown v. Gardner, (1974) 159 Ind.App. 586, 308 N.E.2d 424. In a will contest, compliance with the time limit prescribed by the statute is jurisdictional. Squarcy v. Van Horne, (1975) 163 Ind.App. 64, 321 N.E.2d 858.

Ind.Code 29-1-7-17 states:

Any interested person may contest the validity of any will or resist the probate thereof, at any time within five (5) months after the same has been offered for probate, by filing in the court having jurisdiction of the probate of the decedent’s will his allegations in writing verified by affidavit, setting forth the unsoundness of mind of the testator, the undue execution of the will, that the same was executed under duress, or was obtained by fraud, or any other valid objection to its validity or the probate thereof; and the executor and all other persons beneficially interested therein shall be made defendants thereto.

While the record does not disclose the date upon which the instrument was offered for probate, it does disclose that it was admitted on September 23, 1977. We may assume that the will was offered on or before that date. Consequently, the five-month period expired on or before February 24, 1978. Ind. Rules of Procedure, Trial Rule 6. As Mrs. Modlin filed her action on March 17,1978, she was clearly without the five-month period allowed by the above statute.

In In Re Estate of Plummer, supra, this court stated that a will, having been probated, cannot be collaterally attacked. We cited with approval the following passage:

An order of probate made by a court of competent jurisdiction is conclusive as to the form and regularity of the proceedings in probate. Such a decree cannot be attacked collaterally by showing that the will was admitted to probate upon insufficient, or incompetent evidence or by showing that the will was admitted to *770 probate upon the evidence of only one subscribing witness. Even if the record shows that only one witness testified the decree of probate is sufficient.

141 Ind.App. at 151, 219 N.E.2d at 922.

Two exceptions are, however, recognized to the general rule prohibiting the collateral attack of a judgment of probate. In

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

Related

Speers v. Speers
2008 OK 16 (Supreme Court of Oklahoma, 2008)
Estate of Dellinger v. 1st Source Bank
793 N.E.2d 1041 (Indiana Supreme Court, 2003)
Estate of McNicholas v. State
580 N.E.2d 978 (Indiana Court of Appeals, 1991)
Willman v. Railing
529 N.E.2d 122 (Indiana Court of Appeals, 1988)
Matter of Estate of Parlock
486 N.E.2d 567 (Indiana Court of Appeals, 1985)
In the Matter of Estate of Niemiec
435 N.E.2d 999 (Indiana Court of Appeals, 1982)
Carrell v. Ellingwood
423 N.E.2d 630 (Indiana Court of Appeals, 1981)
Diaz v. Duncan
406 N.E.2d 991 (Indiana Court of Appeals, 1980)

Cite This Page — Counsel Stack

Bluebook (online)
399 N.E.2d 767, 73 Ind. Dec. 677, 1980 Ind. App. LEXIS 1287, Counsel Stack Legal Research, https://law.counselstack.com/opinion/modlin-v-riggle-indctapp-1980.