Washington & Lee University v. District Court of Oklahoma County

1971 OK 137, 492 P.2d 320
CourtSupreme Court of Oklahoma
DecidedNovember 2, 1971
Docket45027
StatusPublished
Cited by6 cases

This text of 1971 OK 137 (Washington & Lee University v. District Court of Oklahoma County) 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
Washington & Lee University v. District Court of Oklahoma County, 1971 OK 137, 492 P.2d 320 (Okla. 1971).

Opinion

IRWIN, Justice:

The Last Will and Testament of James Enoch Piersol, Jr., deceased, was offered for probate and Rachel Virginia Piersol, his surviving widow, filed her petition contesting its admission. Washington and Lee University and the Oklahoma Children’s Memorial Hospital, residual beneficiaries under the will, filed pleadings which placed in issue the right of the surviving widow to contest its admission. The specific issue presented was whether or not the surviving widow was a “person interested” as those words are used in 58 O.S.1961, § 29, which provides that “any person interested” may appear and contest a will.

The trial court (respondent), in effect, determined that the surviving widow was a “person interested” and had the right to contest the admission of the will to probate and set the contest for hearing. In this original proceeding, Petitioners seek a writ prohibiting the respondent (the trial court) from further proceeding in the will contest.

There is pending in the district court a separate action commenced by the surviving widow wherein she seeks to set aside an alleged antenuptial agreement entered into by her and the testator. The final adjudication of that case will be material in the distribution of testator’s estate in the probate proceedings for the following reasons:

(1) If the surviving widow is successful in setting aside the alleged antenuptial agreement, she will have the right by virtue of 84 O.S.1961, § 44, (forced heir statute) to elect to take under the laws of succession or under the will. In re Rettenmeyer’s Estate, Okl., 345 P.2d 872 (1959).

(2) If the surviving widow is not successful in setting aside the alleged an-tenuptial agreement, the antenuptial agreement will be enforceable because § 44, supra, expressly authorizes antenuptial agreements between persons contemplating marriage which determine the prospective rights of each in the property of both parties during and after marriage. In re Cobb’s Estate, Okl., 305 P.2d 1028 (1956). Since it would be enforceable, the surviving widow would have no right of election to take under the will or under the laws, of succession. In re Blaydes’ Estate, 202 Okl. 558, 216 P.2d 277 (1950); and Ret-tenmeyer’s Estate, supra.

Although the final adjudication of the surviving widow’s action to set aside the antenuptial agreement will be material in the distribution of testator’s estate, this does not necessarily mean that such pending action or its final adjudication is material or pertinent- in determining whether or not the surviving widow is entitled to contest her husband’s will.

The surviving widow, in her petition contesting the will, alleged' that the testator was incompetent to make a will and was under undue influence and duress at the time of making the will. In an amended petition she alleged that the testator did not intend to dispose of her rightful inheritance of an undivided one-third interest in his estate. In her brief the surviving widow states that her husband’s will leaves her nothing and that under the terms of the alleged antenuptial agreement she shall not have any interest in any of the separate property of her husband “wherever the same may be located or situated, and waives all right to participate in his estate, including what he now owns and what he may hereafter acquire by gift, inheritance, purchase or otherwise.”

If the surviving widow is successful in setting aside the antenuptial agreement, she would have the right of election as a “forced heir” but the record does not in *322 dicate that she would receive a greater interest in her husband’s estate if the will were denied admission to probate, or receive a lesser interest if the will were admitted to probate. This analysis is grounded on the proposition that if the will is denied admission to probate, the surviving widow’s distributive interest in her husband’s estate would be determined by the laws of succession; and if the will is admitted to probate, she could exercise her right of election and her distributive interest would also be determined by the laws of succession.

If the surviving wife is not successful in setting aside the antenuptial agreement, she would not receive a greater interest in her husband’s estate if the will were denied admission to probate, or receive a lesser interest if the will were admitted to probate. This analysis is grounded on the proposition that she would have no right of election because the antenuptial agreement would be enforceable whether her husband’s will were admitted to probate or denied admission to probate.

Stated in another, way, whether the surviving widow is or is not successful in setting aside the antenuptial agreement, the record does not indicate that she would receive a lesser interest in her husband’s estate if the will were admitted to probate, or be benefitted if the will were denied admission to probate. Therefore, the fundamental issue presented is: Is a surviving widow entitled to contest the will of her deceased husband if her interest in her deceased husband’s estate would not be impaired or defeated if the will were admitted to probate, or her interest would not be benefitted if the will were denied admission to probate?

In Mantz v. Gill, 147 Okl. 199, 296 P. 441 (1931), we held that a surviving husband of a common-law marriage has the right to appear and contest the will of his deceased wife. An examination of that decision and the record discloses that the primary issue presented was whether or not the relationship of the contestant and the decedent had ripened into a common-law marriage. Whether the contestant (the husband) constituted a “person interested” in his deceased wife’s estate within the meaning of § 29, supra, was never placed in issue.

In McCoy v. Lewis, 166 Okl. 245, 27 P. 2d 350 (1933), we affirmed the judgment of the trial court which denied the right of a surviving sister, nephews and nieces of a decedent to contest decedent’s will on the grounds that under § 29, supra, the only person who may contest the admission of a will to probate is one having an interest in the estate of the decedent. In McCoy, the contestants would not have been entitled to an interest in decedent’s estate had the will been denied probate and her estate distributed according to the laws of succession because the decedent left issue.

In 78 A.L.R.2d 1062, it is stated that in most jurisdictions the rule is established (in some instances in the form of a statute), that a surviving spouse is a proper party to contest the will of the deceased spouse only if the survivor would profit by rejection of the will or would be a party “aggrieved” by its being held valid and its terms carried into execution:

The above statement is clarified by examination of Kimberland v. Kimberland, 92 U.S.App.D.C. 145, 204 F.2d 38 (1953); and Rothenberg v. Rothenberg, 107 U.S. App.D.C. 11, 273 F.2d 825, 78 A.L.R.2d 1056 (1959); both decided by the United States Court of Appeals, District of Columbia. The statute construed in those cases provided that “any party in interest” may contest a will offered for probate.

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Bluebook (online)
1971 OK 137, 492 P.2d 320, Counsel Stack Legal Research, https://law.counselstack.com/opinion/washington-lee-university-v-district-court-of-oklahoma-county-okla-1971.