Russell v. Maxwell
Russell v. Maxwell
Opinion
This is an appeal from a summary judgment issued by the Bibb County Circuit Court denying probate of a will for failure to file the will for probate within the five-year limitation period of §
On October 26, 1956, James Oakley, Sr., as executor of the will of Lillie Oakley, took her will to the probate judge's office and the probate judge ordered his employees to file it. The will was recorded in the Will Book, but the original will was not retained by the probate office nor was anything further done toward probating the will.
On July 12, 1977, a petition for probate was filed with the probate court to admit to probate the will of Lillie Oakley and to grant letters of administration to John Russell. A petition to contest probate of this will was filed by Lucile Oakley Maxwell, alleging probate was barred by §
Russell then appealed to the Circuit Court. Mrs. Maxwell filed a motion for summary judgment and a supporting affidavit. That motion was opposed by Russell who filed a motion in opposition and a supporting affidavit. He then amended his petition for probate to allege that the petitioners had been fraudulently induced by James Oakley, the executor, to believe that the will had been admitted to probate within the original five years and that they had learned of this fraudulent conduct just prior *Page 158 to filing the amendment. The trial court entered a summary judgment for Mrs. Maxwell, denying probate of the will on the five-year statute, and did not mention the alleged fraudulent conduct. Russell appeals.
We are asked to determine an issue of first impression — when is a will "filed for probate" within the context of §
Section
Section
FILE, v. To lay away papers for presentation and reference. . . . In practice, to put upon the files, or deposit in the custody or among the records of a court. To deliver an instrument or other paper to the proper officer for the purpose of being kept on file by him in the proper place. . . . It carries the idea of permanent preservation as a public record.
Black's Law Dictionary 755 (4th rev. ed. 1968) (citations omitted).
"File for probate" indicates that the filing is for the specific purpose of probate, which is "[t]he act or process of proving a will." Black's Law Dictionary 1365-66 (4th rev. ed. 1968). In Alabama, the procedure for applying to probate or prove a will does not require great formality, so long as the procedures employed are sufficient to invoke the probate court's jurisdiction over the will sought to be proved. Pricev. Marshall,
In addition, the term "file for probate" was defined by the Texas Court of Civil Appeals in Ross' Estate v. Abrams,
Ross' Estate v. Abrams, 239 S.W. at 707. (Emphasis added.) Filing for probate or presentation for probate entailed filing an application for admission to probate; more than merely handing the will to a probate clerk, but not requiring offering proof or the trial of the actual cause.We are of opinion that it is more reasonable, and more in consonance with the rest of the article to construe "present for probate" as being synonymous with "file for probate." The offering of the proof for probating the will is not a presentation of it for probate any more than the presentation of a bill of exchange would be the acceptance or payment of it. The very language of the statute draws a *Page 159 distinction between "to present for probate" and the admission to probate. The presentation to probate precedes admission to probate. "Probate" is "the act or process of proving a will," and it must be preceded by the presentation of the will to the court, which is done by filing an application that the will be admitted to probate with the clerk of the county court of the proper county.
We are of the opinion that the "file for probate" language of §
Russell asserted in his amended petition that failure to comply with §
Section
This Court has established a requirement of precise averments for those who rely on fraud to remove the bar of the statute of limitations. How and when the facts and circumstances constituting the fraud were discovered, why they were not discovered before the statutory bar was complete, and an acquittal of all knowledge of facts which would lead to an inquiry have been required in the past by this Court, either in the bill or a replication. Johnson v. Shenondoah Life InsuranceCompany,
Having examined Russell's amended petition for probate, we have determined that the allegations of fraud were insufficient to remove the five-year limitation. Russell alleged that James Oakley, Sr. had custody of Lillie Oakley's will, that Oakley was an heir at law but was not a devisee or legatee under the will, that Oakley presented the will to the probate court and it was marked "filed" within the probate records, and that Oakley owed a fiduciary duty to the petitioners regarding the will which he breached. He also alleged that Oakley represented to the beneficiaries of the will that the will had been probated and the estate would be settled although the will was never probated, that the beneficiaries believed these representations and relied on them to their detriment, and that they did not discover that the will had not been probated *Page 160 until shortly before the petition for probate was filed.
Having found the allegations of fraud in the amended petition inadequate, we do not discuss whether the fraud was perpetrated on these petitioners and was timely alleged.
AFFIRMED.
TORBERT, C.J., and ALMON, SHORES and EMBRY, JJ., concur.
Reference
- Full Case Name
- John A. Russell, III v. Lucile Oakley Maxwell
- Cited By
- 7 cases
- Status
- Published