Speers v. Speers

2008 OK 16, 179 P.3d 1265, 2008 Okla. LEXIS 16, 2008 WL 509808
CourtSupreme Court of Oklahoma
DecidedFebruary 26, 2008
DocketNo. 103,813
StatusPublished
Cited by20 cases

This text of 2008 OK 16 (Speers v. Speers) 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
Speers v. Speers, 2008 OK 16, 179 P.3d 1265, 2008 Okla. LEXIS 16, 2008 WL 509808 (Okla. 2008).

Opinions

KAUGER, J.

¶ 1 The issue presented is whether the trial court erred in admitting the contested will to probate. We find that it did.

FACTS

¶ 2 On June 15, 1982, Shirley Joyce Speers (testatrix) signed a “Last Will and Testament” (will/instrument). It named her husband, Ralph Speers (husband) as her executor and Doyle Wesley Fincher as her alternate executor. It also gave her daughter, Sherry Arlene Ross, her household furnishings and appliances, and her son, Daniel Eugene Speers, her livestock. Her husband was named the beneficiary of the rest of the estate, provided he paid the estate’s expenses. If he failed to do so, his share was devised in equal parts to James Nelson Fincher and Jonathan Clyde Fincher, the testatrix’s grandsons. The will expressly omitted LeeAnn Fincher, the testatrix’s daughter. It was signed by Sadie B. Walton (Walton) and Walter Durbin (Durbin) as witnesses and notarized by Vicky Thomas (notary), but it was not stamped with a notary seal. The testatrix died on April 20, 1997, and the instrument was not probated at the time of her death.

¶3 At some point after his wife’s death, the husband married Ann Speers (appellee). The husband died some time before June of 2005, and upon searching his records, his second wife discovered the will. She filed her petition on June 2,2005, seeking to admit it to probate. The instrument submitted by the appellee contained several handwritten strikeouts and interlineations.1 On June 7, 2005, the testatrix’s children, Danny Speers, LeeAnn Fincher, and Sherry Ross (collectively, contestants) filed an objection to the petition for probate of the will and contest of the will, arguing that instrument was invalid because the original will was destroyed, thereby invalidating any copies.

¶ 4 On August 18, 2005, the trial court held a hearing on the matter and Durbin was called as a witness. Durbin testified that he remembered: 1) signing the instrument; 2) seeing the testatrix sign the instrument; and 3) that there were no strikeouts or interlinea-tions on the document he signed.2 Durbin testified that he had no recollection of: 1) being acquainted with Walton; 2) the location at which he signed the instrument; 3)

[1268]*1268seeing Walton sign the instrument; 4) hearing the testatrix state aloud “this is my -will;” 5) seeing the notary at the time he signed the instrument; or 6) seeing the testatrix initial the bottom of each page.3 Durbin also gave the following testimony:

Q. All right. Do you remember where you may .have been, wherever it was, when you signed the document?
A. I presume at the Church of Christ at Caney. She probably come to the church and asked me to sign it, I suppose, now, but I don’t know that, positive.
Q. Okay, that’s what we want to know, if you have a positive recollection of that. That’s where you think you may been; is that right?
A. Could have been, yes.
Q. But as you sit here today-and correct me if I’m wrong-but as you sit here today you don’t specifically remember this event, do you?
A. No....4

Walton was not produced to testify.

¶ 5 On August 18, 2005, the trial judge entered a court minute admitting the will to probate and appointing Doyle Wesley Fincher the executor. On September 12, 2006, the trial court filed a journal entry' of judgment finding:

1)the will was a photocopy of an original with original signatures attached;5
2) the will was not self-proving because it contained no notary seal;
3) the will was required to be proved by subscribing witnesses under 85 O.S. § 55(5) and 49 O.S. § 5;
4) there must be a showing that one of the subscribing witnesses is deceased or insane if that witness cannot testify, and the appellee made that showing;
5) the will was valid and was admitted; and
6) Doyle Wesley Fincher was named executor.

¶ 6 On September 29, 2006, the contestants filed their petition in error. On February 22, 2007, the cause was assigned to the Court of Civil Appeals. On September 21, 2007, the Court of Civil Appeals affirmed the ruling of the trial court. On October 9, 2007, the contestants filed their petition for certiorari, and we granted certiorari on January 22, 2008.

¶ 7 BECAUSE THERE WAS NOT SUFFICIENT EVIDENCE IN THE RECORD THAT THE INSTRUMENT WAS EXECUTED WITH THE PROPER STATUTORY FORMALITIES, THE INSTRUMENT SHOULD NOT HAVE BEEN ADMITTED TO PROBATE.

¶ 8 Probate proceedings are equita[1269]*1269ble in nature.6 Although this Court will examine and weigh the evidence, there is a presumption that the trial court’s decision is legally correct and cannot be disturbed unless found to be clearly contrary to the weight of the evidence or to some governing principle of law.7 Where the probate of a will is contested and the testimony is conflicting as to execution, the judgment of the trial court will not be disturbed if there is any substantial testimony supporting the judgment and finding.8 If legally correct, a district court’s ruling will not be reversed because of faulty reasoning, an erroneous finding of fact, or consideration of an immaterial issue.9

¶ 9 When a will is offered for probate, the singular concern of the court is the factum of the will, which consists of three elements: 1) whether the will has been executed with the requisite statutory formalities; 2) whether the maker was competent to make a will at the time; and 3) whether the will was the product of undue influence, fraud or duress.10 The emphasis of the judicial process is to discern and effectuate the decedent’s intent.11 The burden of proof in the trial of a contest of the probate of a will is upon the proponents of the will to make a prima facie showing that the will is adequate for probate; then the burden shifts to the contestants to establish the issues presented by their contest.12

¶ 10 The elements of a valid will and the method for making a self-proved will are found at 84 O.S. Supp.2004 § 55.13 Because there is no notary seal on the instrument, it is undisputed that the instrument is not a self-proved will.

¶ 11 Here, the contestants do not allege that the testatrix was incompetent to make a will, nor do they allege that the will was a product of undue influence, fraud, or duress. The contestants’ allegation is that the proponent did not make an adequate showing that the instrument was executed with the following statutory formalities: 1) [1270]

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Bluebook (online)
2008 OK 16, 179 P.3d 1265, 2008 Okla. LEXIS 16, 2008 WL 509808, Counsel Stack Legal Research, https://law.counselstack.com/opinion/speers-v-speers-okla-2008.