Unsupervised Estate: Malaika Bell v. Kenyatta Carter

CourtIndiana Court of Appeals
DecidedMarch 7, 2025
Docket24A-EU-01877
StatusPublished

This text of Unsupervised Estate: Malaika Bell v. Kenyatta Carter (Unsupervised Estate: Malaika Bell v. Kenyatta Carter) 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
Unsupervised Estate: Malaika Bell v. Kenyatta Carter, (Ind. Ct. App. 2025).

Opinion

IN THE

Court of Appeals of Indiana In the Matter of the Unsupervised Estate of Willie M. May, Deceased Malaika Bell, Appellant- Interested Person FILED Mar 07 2025, 10:57 am v. CLERK Indiana Supreme Court Court of Appeals and Tax Court Kenyatta Carter, Appellee- Petitioner

March 7, 2025 Court of Appeals Case No. 24A-EU-1877 Appeal from the Madison Circuit Court The Honorable C. William Byer, Jr., Special Judge Trial Court Cause No. 48C03-2207-EU-000397

Opinion by Judge Felix Judges Mathias and Foley concur.

Court of Appeals of Indiana | Opinion 24A-EU-1877 | March 7, 2025 Page 1 of 7 Felix, Judge.

Statement of the Case [1] On the day she died, Willie May allegedly executed a deed that transferred real

estate to Malaika Bell, one of May’s daughters. After May’s death, a dispute

arose regarding who owned the real estate—May’s estate or Bell. After an

evidentiary hearing, the trial court concluded the deed was invalid and the real

estate belonged to May’s estate. Bell now appeals and raises one issue for our

review: Whether the deed is invalid.

[2] We affirm.

Facts and Procedural History [3] On June 21, 2022, May allegedly signed an Affidavit of Survivorship and

Warranty Deed, both of which concerned the property commonly known as

101 Mill Stream Lane, Anderson, Indiana (the “Anderson Property”). The

Affidavit of Survivorship clarified that May owned the Anderson Property in

fee simple since her husband’s death. The Warranty Deed transferred the

Anderson Property to May and Bell as joint tenants with rights of survivorship.

Both the Affidavit of Survivorship and the Warranty Deed were purportedly

notarized by Chastity Hardin-Glazebrooks on June 21. Also on June 21, May

died.

[4] On June 27, 2022, the Affidavit of Survivorship and Warranty Deed were

recorded in the Madison County Recorder’s Office. On July 8, an estate was

Court of Appeals of Indiana | Opinion 24A-EU-1877 | March 7, 2025 Page 2 of 7 opened for May, and Kenyatta Carter and Maurice May were named co-

personal representatives (the “Personal Representatives”). Thereafter, a dispute

arose regarding whether the Anderson Property was owned by May’s estate or

Bell. Bell alleged that she owned the Anderson Property pursuant to the

Warranty Deed. The Personal Representatives contended the Affidavit of

Survivorship and Warranty Deed were invalid for numerous reasons, including

the alleged invalidity of Hardin-Glazebrooks’s notarization.

[5] At an evidentiary hearing on the dispute, Hardin-Glazebrooks testified that she

did not witness anyone sign the Affidavit of Survivorship and she did not

witness anyone sign the Warranty Deed. Instead, both documents were already

signed by the time she arrived at May’s residence. In a letter to the Indiana

Secretary State regarding her failure to witness May signing the Affidavit of

Survivorship and Warranty Deed before acknowledging them, Hardin-

Glazebrooks stated that Bell “had already signed for her mother and I

notarized” the documents. Ex. Vol. I at 8. Hardin-Glazebrooks also testified

that although she did not see May on June 21, she did hear her breathing in

another room. As a result of this incident, the Indiana Secretary State revoked

Hardin-Glazebrooks’s notary commission.

[6] After the evidentiary hearing, the trial court determined that the Warranty

Deed is “invalid as a matter of law” and “cannot be considered a gift.”

Appellant’s App. Vol. II at 183. Consequently, the trial court ordered the

Warranty Deed to “be made void as a matter of law” and that the Anderson

Property “shall revert back to Willie Mae May and shall be turned over to the

Court of Appeals of Indiana | Opinion 24A-EU-1877 | March 7, 2025 Page 3 of 7 estate of Willie Mae May and distributed accordingly.” Id. This appeal

ensued.

Discussion and Decision The Warranty Deed is Invalid

[7] Bell challenges the trial court’s conclusion that the Warranty Deed was invalid.

Where, as here, a trial court enters findings sua sponte, we review “issues

covered by the findings with a two-tiered standard of review that asks whether

the evidence supports the findings, and whether the findings support the

judgment.” Steele-Giri v. Steele, 51 N.E.3d 119, 123–24 (Ind. 2016) (citing In re

S.D., 2 N.E.3d 1283, 1287 (Ind. 2014)). “Any issue not covered by the findings

is reviewed under the general judgment standard,” meaning we will “affirm

based on any legal theory supported by the evidence.” Id. (citing S.D., 2 N.E.3d

at 1287).

[8] For a conveyance, such as the Warranty Deed, to be valid, it must have an

“acknowledgment” or a “proof,” among other requirements. Ind. Code § 32-

21-1-13(b)(3). “Acknowledgment” means in relevant part “a principal’s

declaration, before a notarial officer, that a record has been signed for the

purpose stated in the record.” Id. § 33-42-0.5-2(1). “Proof” means in relevant

part a situation in which the witness

(A) appears before a notarial officer;

(B) was personally known by the notarial officer or identified by the notarial officer through satisfactory evidence;

Court of Appeals of Indiana | Opinion 24A-EU-1877 | March 7, 2025 Page 4 of 7 (C) was not a party to, or a beneficiary of, the record being signed by the principal and the witness; and

(D) took an oath or gave an affirmation and testified to the following:

(i) The witness signed the record.

(ii) The witness identified the principal who signed the record.

(iii) The witness personally observed the principal sign the same record that the witness signed.

Id. § 32-21-2-1.7(2). If a witness “appears” before a notarial officer, then they

were “physically present before the notarial officer,” “able to interact with the

notarial officer,” and “able to physically exchange tangible credentials or other

documentation with the notarial officer.” Id. § 33-42-0.5-3(1).

[9] The Warranty Deed does not have a valid acknowledgment or proof because

Hardin-Glazebrooks did not meet May on June 21, let alone witness her sign

the Warranty Deed. Nevertheless, Bell contends Hardin-Glazebrooks’s failure

to witness May signing the Warranty Deed does not invalidate the deed

pursuant to Indiana Code section 33-42-16-1. That section provides in relevant

part as follows:

(a) The failure of a notarial officer to perform a duty or meet a requirement specified in [Indiana Code article 42] does not invalidate a notarial act performed by the notarial officer.

Court of Appeals of Indiana | Opinion 24A-EU-1877 | March 7, 2025 Page 5 of 7 (b) The presumed validity of a notarial act under this section does not prevent an injured party from seeking:

(1) the invalidation of a record or transaction reliant upon an incomplete notarial act; or

(2) any other remedy provided by the laws of Indiana or the laws of the United States.

I.C. § 33-42-16-1. A “notarial act” includes “[t]aking an acknowledgment” and

“[t]aking a proof.” Id. § 33-42-0.5-18(1), (6). Because May did not appear

before Hardin-Glazebrooks or sign the Warranty Deed in Hardin-

Glazebrooks’s presence, Hardin-Glazebrooks did not take an acknowledgment

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Unsupervised Estate: Malaika Bell v. Kenyatta Carter, Counsel Stack Legal Research, https://law.counselstack.com/opinion/unsupervised-estate-malaika-bell-v-kenyatta-carter-indctapp-2025.