Powell v. Dicksion

2011 OK 96, 286 P.3d 283
CourtSupreme Court of Oklahoma
DecidedJune 25, 2012
DocketNo. 107,295
StatusPublished
Cited by28 cases

This text of 2011 OK 96 (Powell v. Dicksion) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Powell v. Dicksion, 2011 OK 96, 286 P.3d 283 (Okla. 2012).

Opinions

KAUGER, J.;

T 1 The three dispositive issues presented by this appeal and counter-appeal are whether: 1) the objection to admission of the holographic will was timely;1 2) the paternity statute, 84 0.S.2001 215,2 applies to intestate [285]*285and probate proceedings; and 3) 58 0.8.2001 122 3 prohibits the appointment of a business partner as personal representative when the will does not make any provisions for such an appointment. We hold that; 1) under the facts presented, the objection to the admission of the holographic will was not untimely; 2) 84 0.8.2001 215 applies to intestate and probate proceedings; and 3) 58 0.8.2001 122 prohibits the appointment of a business partner as personal representative only when the proceedings are intestate or when the business partner is not named personal representative in a will.

FACTS

12 On December 20, 2006, the appel-lee/counter-appellant, Archie M. Dicksion, (Dicksion/personal representative) filed a petition for the probate of the holographic will of his brother, Valatus Merral Dicksion, in the District Court of Garvin County, Okla homa. The will was written in ink on four pages of heavily stained notebook paper. The provision naming his daughter as administrator of the estate was marked out. The will was partially dated and purportedly signed by the decedent.4

13 On January 18, 2007, the will was admitted to probate and Dicksion was appointed personal representative of his brother's estate. According to the petition for probate, the heirs of the decedent consisted of a deceased wife, Estella G. Dicksion, and two adult daughters, Kolleen Mailloux of Los An-geles, California, and Kelli Laine, of Corona, California (Mailloux/Laine). The petition does not mention the decedent's adult son, Thomas Powell of Shreveport, Louisiana (Powell/son). The son was born out of wedlock to Inex Wahlstrom and the decedent in California in 1952 and placed for adoption one year later.5

T4 On February 8, 2007, Mailloux, objected to any further proceedings until the proposed sale of certain real property had been appraised and the cireumstances surrounding the execution of the alleged holographic will had been fully and fairly litigated. On March 8, 2007, the trial court determined that the real property in question was not an asset of the estate, but rather belonged to Whispering Pines Ranch, LLC. as the ree-ord owner. Consequently, it determined that it had no jurisdiction over the sale of the real property. On March 9, 2007, the personal representative filed an application to deter[286]*286mine heirs, noting that Powell alleged that he was the son of the decedent and entitled to his share of the estate. The application requested that the court make a determination as to whether the son was the legal heir of the deceased.

[285]*285A holographic will is one that is entirely written, dated and signed by the hand of the testator himself. It is subject to no other form, and may be made in or out of this State, and need not be witnessed.
In 1925, the Court held in In re Estate of Hail, 1923 OK 689, 106 Okla. 124, ¶ 0, 235 P. 916, that when a holographic will offered for probate is contested on the sole ground that the day of the month is omitted from the date, but the will otherwise complies with the statute and there is no question of lack of mental capacity, undue influence, or duress involved, the omission of the day of the month from the date will not invalidate the will, and it will be admitted to probate. Here, the day was also omitted from the will, however, Hail would only be dispositive if the lack of day were the sole contest to the will's admission and it is not.

[286]*286{5 On March 29, 2007, Powell filed the application for his share of the estate as an unintentionally omitted child alleging that he was the biological son of the deceased. DNA genetic testing was conducted and the tests determined that Powell was the son of the decedent. On July 3, 2007, at the hearing on Powell's application, the court granted the application finding that Powell was an preter-mitted heir and entitled to his statutory share of the estate.

T6 On December 4, 2007, the personal representative filed a petition for an order allowing a final account of the estate, a determination of heirship, and a petition for final decree of distribution and discharge. On January 10, 2008, the appellants, Powell and Mailloux, filed objections to the final accounting and included a list of concerns regarding the estate and the transfer of various properties from the estate.

T7 At this stage of the proceeding, several continuances were granted, objections to a final accounting were filed by additional heirs and the heirs of the deceased's widow, and ultimately the trial court added Whispering Pines LL.C. and the personal representatives as parties to the probate proceeding. Whispering Pines L.L.C., was owned in half by the decedent and his wife and half by the personal representative/brother. The trial court determined that the assets of the company were so intertwined with the estate assets that the company had to be included as a party to the proceedings. T8 By November 3, 2008, the objections had been overruled, the final accounting was approved for distribution according to the terms of the will, with the exception of Powell who was awarded his .share as an unintentionally omitted heir. The final probate order was filed on December 9, 2008. Two days later, Powell asked for an extension of time and stay of the final accounting so that he could secure a new lawyer.

T9 On December 29, 2008, Powell filed a motion for new trial pro se challenging the December 9, 2008, order. Subsequently, on January 20, 2008, Powell, through his new lawyer, filed an amended motion for new trial arguing that: 1) the accounting of the assets of the estate was erroneous; 2) the Court had never ruled on the objections to the holographic will; and 3) the personal representative, as a business partner of the decedent should not have been appointed as personal representative. We treat the motion for new trial as a timely application to correct, open, modify, or vacate the order pursuant to 12 0.8.2001 1081.1.

{10 On May 26, 2009, the application to vacate the order was denied and an order reflecting the ruling was filed on June 8, 2009. On June 11, 2009, the trial court denied the personal representative's oral motion to tax Powell for additional attorney fees incurred by the estate. Instead, it allowed the Powell's attorney fees from his previous lawyer to be paid from Powell's share of the estate.

1 11 Powell appealed the trial court's denial of the new trial motion on July 8, 2009, asserting that the trial court committed reversible error:; 1) by admitting the holographic will; 2) by appointing the brother/partner as personal representative; and 3) in its valuation and distribution of the estate. Two days later, the personal representative filed a counter-appeal alleging that the trial court erred when it; 1) determined that Powell was an omitted heir; 2) awarded Powell a portion of the estate; and 3) awarded Powell attorney fees instead of imposing fees against Powell.

112 The Court of Civil Appeals reversed and remanded both appeals for further proceedings, determining that trial court erred when it allowed post-death determination of paternity as a basis for inheritance.

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Bluebook (online)
2011 OK 96, 286 P.3d 283, Counsel Stack Legal Research, https://law.counselstack.com/opinion/powell-v-dicksion-okla-2012.