WILCOX v. PALMER

2014 OK CIV APP 16
CourtCourt of Civil Appeals of Oklahoma
DecidedJanuary 24, 2014
StatusPublished

This text of 2014 OK CIV APP 16 (WILCOX v. PALMER) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
WILCOX v. PALMER, 2014 OK CIV APP 16 (Okla. Ct. App. 2014).

Opinion

OSCN Found Document:WILCOX v. PALMER
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WILCOX v. PALMER
2014 OK CIV APP 16
Case Number: 110873
Decided: 01/24/2014
Mandate Issued: 02/20/2014
DIVISION I
THE COURT OF CIVIL APPEALS OF THE STATE OF OKLAHOMA, DIVISION I


Cite as: 2014 OK CIV APP 16, __ P.3d __

In the Matter of the Estate of Mike Kozak, Jr., Deceased,

TOM WILCOX, Petitioner/Appellant,
v.
FLOYD PALMER, PERSONAL REPRESENTATIVE OF THE ESTATE OF MIKE KOZAK, JR., DECEASED, Respondent/Appellee.

APPEAL FROM THE DISTRICT COURT OF COAL COUNTY, OKLAHOMA

HONORABLE RICHARD E. BRANAM, JUDGE

AFFIRMED

Tom Wilcox, Seiling, Oklahoma, Pro Se,
Trae Gray, Ryan Ellis, Coalgate, Oklahoma, for Appellee.

Larry Joplin, Presiding Judge:

¶1 Petitioner/Appellant Tom Wilcox, Pro Se (Appellant), seeks review of the trial court's orders determining heirs, approving the final account of Respondent/Appellee Floyd Palmer, Personal Representative (PR) of the Estate of Mike Kozak, Jr., Deceased (Decedent), and dismissing his Petition Contesting Will After Admission to Probate on the PR's motion to dismiss.

¶2 Decedent died June 30, 2010. On September 9, 2010, PR filed a Petition for Probate of Will, Appointment of Personal Representative and Determination of Heirs. The Petition recited that Decedent's Last Will was attached to the Petition, but it was not. The trial court set the hearing on PR's plea for appointment as personal representative for September 30, and PR published notice of the hearing on September 15, referring in the notice to the Petition as having Decedent's Last Will attached.

¶3 PR filed Decedent's Last Will as a separate document on September 17, 2010. By his Last Will, executed January 8, 2010, Decedent appointed PR as personal representative of his estate and devised his entire estate to PR.

¶4 At the hearing on September 30, no one appeared to object. The trial court admitted Decedent's Last Will to probate, and issued Letters Testamentary to PR.

¶5 On October 29, 2010, Appellant pro se entered an appearance, objected to appointment of PR, and requested vacation of the order appointing PR. Appellant alleged he was the son of Decedent's cousin, and one of several of Decedent's heirs at law. Appellant asserted that, by publishing notice of the filing of his Petition with Will attached when the Will was not, in fact, attached to the Petition, PR had failed to comply with the requirements for the Notice of Hearing set out by 58 O.S. §25, and the order appointing PR should be vacated pursuant to 12 O.S. §1031.

¶6 On December 28, 2010, Appellant filed his Petition Contesting Will After Admission to Probate. Appellant alleged that Decedent was not competent to execute a will at the time he executed the Will admitted to probate, and the Will admitted to probate was the product of duress and PR's undue influence.

¶7 On January 13, 2011, PR filed his response to Appellant's objection and motion to vacate his appointment. PR argued that, by force of 58 O.S. §23, "[n]o defect of form [of the petition], or in the statement of jurisdictional facts actually existing, shall make void the probate of a will." PR further argued that, pursuant to 12 O.S. §1031.1, the trial court possessed the authority to "correct or modify" the order appointing him to reflect the true state of events.

¶8 The parties appeared for a status conference February 24, 2011. Appellant orally requested the trial judge to recuse, which the trial judge refused. On March 24, 2011, Appellant filed his motion to disqualify, alleged that the Coal County Clerk was related by marriage to PR, and that, to avoid the appearance of bias and partiality toward PR that might arise from the working relationship between the trial judge and the County Clerk, the trial judge should recuse. PR responded, and argued the relationship between the trial judge, PR and the County Clerk was too remote to raise even the suggestion of partiality.

¶9 Appellant requested a hearing on his motion to disqualify before another district judge, which request was denied. After a hearing before the trial judge on June 17, the trial judge denied Appellant's motion to disqualify. The Supreme Court appointed the Presiding Judge of the East Central Judicial Administrative District to review the motion to disqualify, and the parties agreed to submit the matter on the trial court record. Upon further review, the assigned judge found "no evidence that would require recusal," and denied Appellant's motion to disqualify.

¶10 On August 24, 2011, PR filed a motion for summary judgment, to which he attached, inter alia, portions of Appellant's deposition. PR asserted Decedent's self proving Will -- executed before witnesses who attested Decedent's apparent competency at the time -- established the Will's presumptive validity on its face, and argued that Appellant, at his deposition, could point to no specific facts establishing either Decedent's lack of testamentary capacity or supporting his bare allegations of duress and undue influence.

¶11 By order filed September 27, 2011, the trial court denied Appellant's motion to vacate appointment of PR. Appellant appealed, but the Supreme Court dismissed the appeal for lack of a final appealable order. In the Matter of the Estate of Mike Kozak, Jr., Deceased, Wilcox v. Palmer, Case No. 109,969.

¶12 On October 13, 2011, the parties appeared, and the trial court granted PR's motion for summary judgment. Appellant appealed. In the Matter of the Estate of Mike Kozak, Jr., Deceased, Wilcox v. Palmer, Case No. 110,184.

¶13 PR filed his Final Account, and Application to Determine Heirs, for Distribution and Discharge, to which Appellant objected. Appellant also requested a stay and that PR be required to post a bond. The trial court denied a stay.

¶14 By order filed April 18, 2012, however, the trial court vacated its previous order summarily disposing of Appellant's challenges, and directed issuance of citations and the conduct of hearing within thirty days. On PR's motion to dismiss, the second appeal, Case No. 110,184, was accordingly dismissed as moot by order of the Supreme Court filed May 21, 2012.

¶15 The trial court ultimately set all pending matters for hearing on June 14, 2012. Upon consideration of the parties' evidence and argument at a hearing on that date, the trial court denied Appellant's objections, approved PR's Final Account, and granted the Applications for Distribution and Discharge by order filed the same day.

¶16 Appellant again requested a stay and PR's posting of a bond.

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Bluebook (online)
2014 OK CIV APP 16, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilcox-v-palmer-oklacivapp-2014.