Wise v. Bailey

CourtCourt of Appeals of Kansas
DecidedJune 16, 2017
Docket115583
StatusUnpublished

This text of Wise v. Bailey (Wise v. Bailey) is published on Counsel Stack Legal Research, covering Court of Appeals of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wise v. Bailey, (kanctapp 2017).

Opinion

NOT DESIGNATED FOR PUBLICATION

No. 115,583

IN THE COURT OF APPEALS OF THE STATE OF KANSAS

PAUL ELLIOTT WISE and DAVID N. MCNEES, Co-Executors of the Estate of MARILYN JANET WISE, Appellants,

v.

ROBERT L. BAILEY, SR., and BETTY HOOKS BAILEY, Appellees.

MEMORANDUM OPINION

Appeal from Franklin District Court; ERIC W. GODDERZ, judge. Opinion filed June 16, 2017. Affirmed.

Terence E. Leibold, of Petefish, Immel, Heeb & Hird, LLP, of Lawrence, for appellants.

Paul T. Davis, of Fagan Emert & Davis, L.L.C., of Lawrence, for appellees.

Before STANDRIDGE, P.J., MCANANY, J., and HEBERT, S.J.

Per Curiam: This is an action brought by the coexecutors of the Estate of Marilyn Janet Wise (plaintiffs), to determine the rights and interests of certain family members to surface and mineral interests in real estate located in Franklin County and Kiowa County, Kansas. The district court granted summary judgment in favor of Robert L. Bailey, Sr., and Betty Hooks Bailey (defendants) on grounds that Marilyn and Robert had entered into a valid family settlement agreement that set forth their rights and interests in the real estate. On appeal, the plaintiffs argue that the family settlement agreement is unenforceable because: (1) it is an executory contract, (2) it was not approved by the

1 district court, and (3) the statute of limitations to enforce the agreement has expired. In our de novo review, we also conclude the defendants were entitled to summary judgment; thus, we affirm the district court's decision to enter summary judgment in their favor.

FACTS

Elfie M. Bailey died on May 22, 2002. She was survived by her two children, Marilyn Janet Wise and Robert L. Bailey, Sr. At the time of her death, Elfie owned two tracts of real property, one in Franklin County and one in Kiowa County. Elfie's Last Will and Testament, dated March 29, 1988, named Marilyn as the executor and sole beneficiary.

In order to avoid the time and expense of probate, Marilyn and Robert entered into a family settlement agreement on November 19 and 20, 2002, which set forth the disposition of Elfie's assets in lieu of admitting her will to probate. In the agreement, the parties acknowledged the terms of Elfie's will, their familiarity with Elfie's property, and their opportunity to seek independent legal counsel prior to execution of the agreement. The agreement provided, in relevant part:

"1. The Last Will and Testament of Elfie M. Bailey dated March 29, 1988, will not be offered for probate in the District Court of Douglas County, Kansas, or elsewhere and each of the parties holds the other harmless for the withholding of such Will from probate. This agreement is intended to divide and distribute decedent's property for all purposes regardless of the provisions of the Will dated March 29, 1988, or any other testamentary disposition of property that may be discovered later. "2. The parties acknowledge and agree that they have heretofore divided and distributed all of decedent's tangible personal property between themselves to their mutual satisfaction. "3. Except as otherwise herein specifically provided, all checking, savings and other bank accounts, certificates of deposit, investment accounts, KPERS death benefits and all other intangible property owned by the decedent at the time of her death, whether

2 individually or as joint tenants with right of survivorship with either or both of the parties to this agreement, will be the sole and separate property of Marilyn free and clear of any claim of right, title or interest in Robert. "4. Subject to the provisions of paragraph 5, the following described real estate will be set aside to Robert: Tract No. 1: [Legal description of Franklin County real estate] and Tract No. 2: [Legal description of Kiowa County real estate]. "5. All mineral and oil and gas interests in and to all real estate described in said paragraph 4, and all right, title and interest of the decedent in oil and/or gas leases and royalty agreements and royalty working interests related to said tracts of real estate will be set aside to Marilyn. "6. All farm income and expenses related to the real estate described in paragraph [4] above will be assigned to Robert as of the date of death of the decedent including responsibility for the second half of 2001 real estate taxes and all 2002 real estate taxes. "7. Each party covenants and agrees with the other to fully cooperate in the execution and delivery of deeds of conveyance and all other documents reasonably necessary to carry out the provisions and intent of this agreement. "8. If a gift tax return or returns are required as a result of the transfers called for in this agreement, Robert will pay the cost of preparing such gift tax returns, and he will also pay and hold harmless Marilyn from the payment of all costs and fees associated with determination of descent proceedings, title work, [attorney] fees, assignment of farm leases and all other costs associated with carrying out the terms of this agreement. "9. The parties may each sign separate copies of this agreement which shall, in combination, constitute a single agreement and this agreement shall not require the approval of any court in order to be effective and binding on the parties. "10. It is agreed that all of the covenants and agreements herein contained shall extend to and be binding upon the heirs, executors, administrators, successors and assigns of the respective parties."

On December 17, 2002, Marilyn's attorney, Jeffrey O. Heeb, mailed Robert the deeds to the Franklin County and Kiowa County real estate referenced in paragraph 7 of

3 the family settlement agreement and requested that Robert sign and return the deeds. Robert did not return the deeds to Heeb.

Because Elfie's will was not admitted to probate, Marilyn instead filed a petition for determination of descent in the Douglas County District Court. On February 4, 2003, the district court issued a decree of descent, which declared that Marilyn and Robert were the lawful heirs of Elfie's estate. Noting that no will had been admitted to probate, the decree declared that, pursuant to the laws of intestate succession, Marilyn and Robert were each entitled to an undivided one-half interest of the Franklin County and Kiowa County property, "subject to any lawful disposition heretofore made." The decree was recorded in Franklin County and Kiowa County.

Heeb later sent a letter to Marilyn and Robert, which stated that based on a prior conversation with Marilyn, he understood the parties would "work out the deed arrangements directly between [themselves]." On April 24, 2003, Marilyn delivered to Robert a deed conveying her surface interest in the Franklin County property, while reserving her right to ownership of the mineral interests in the property. Robert subsequently recorded this deed and the decree of descent with the Franklin County Register of Deeds. No deeds were ever recorded setting forth Robert's surface interest in the Kiowa County property, Marilyn's mineral interests in the Kiowa County property, or Marilyn's mineral interests in Robert's portion of the Franklin County property.

In July 2003, Robert recorded with the Kiowa County Register of Deeds an unsigned draft of the family settlement agreement that differed from the final version that the parties had signed. In May 2009, Marilyn recorded the signed final version of the family settlement agreement with the register of deeds in Franklin County and Kiowa County.

4 Marilyn died on April 18, 2014.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Phillips & Easton Supply Co. v. Eleanor International, Inc.
512 P.2d 379 (Supreme Court of Kansas, 1973)
Hinchliffe v. Fischer
424 P.2d 581 (Supreme Court of Kansas, 1967)
Wagstaff v. Peters
453 P.2d 120 (Supreme Court of Kansas, 1969)
In Re the Estate of Leathers
876 P.2d 619 (Court of Appeals of Kansas, 1994)
Butts v. Lawrence
919 P.2d 363 (Court of Appeals of Kansas, 1996)
George v. W-G Fertilizer, Inc.
469 P.2d 459 (Supreme Court of Kansas, 1970)
Estates of Thompson v. Lane
601 P.2d 1105 (Supreme Court of Kansas, 1979)
Misco Industries, Inc. v. Board of County Commissioners
685 P.2d 866 (Supreme Court of Kansas, 1984)
Johnson County Bank v. Ross
13 P.3d 351 (Court of Appeals of Kansas, 2000)
Carrothers Construction Co. v. City of South Hutchinson
207 P.3d 231 (Supreme Court of Kansas, 2009)
Unrau v. Kidron Bethel Retirement Services, Inc.
27 P.3d 1 (Supreme Court of Kansas, 2001)
Smith v. Graham
147 P.3d 859 (Supreme Court of Kansas, 2006)
In Re the Estate of Broderick
191 P.3d 284 (Supreme Court of Kansas, 2008)
Sanchez Ex Rel. Sanchez v. Unified School District 469
339 P.3d 399 (Court of Appeals of Kansas, 2014)
Drouhard-Nordhus v. Rosenquist
345 P.3d 281 (Supreme Court of Kansas, 2015)
In re Estate of Einsel
374 P.3d 612 (Supreme Court of Kansas, 2016)
Born v. Born
374 P.3d 624 (Supreme Court of Kansas, 2016)
Dunn v. Dunn
281 P.3d 540 (Court of Appeals of Kansas, 2012)
O'Neill v. Herrington
317 P.3d 139 (Court of Appeals of Kansas, 2014)
Mills v. Purdy
45 P.2d 1049 (Supreme Court of Kansas, 1935)

Cite This Page — Counsel Stack

Bluebook (online)
Wise v. Bailey, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wise-v-bailey-kanctapp-2017.