Avery v. Avery
953 N.E.2d 470
Ind.2011Background
- After Mary Louise Avery died, Trina Avery opened a supervised estate and was appointed personal representative.
- On December 30, 2009, Rod and Marshall Avery filed a petition in the probate estate to remove Trina and to probate the 2008 will naming Rod as personal representative.
- The probate court admitted the 2008 will to probate and scheduled a hearing on removal and replacement of the personal representative.
- On February 1, 2010, Trina filed a separate will contest asserting undue influence, fraud, duress, and that a 2009 will superseded and revoked the 2008 will; notice was given to Rod and Marshall.
- The summons advised an answer within 20 days or a default judgment; none defendants filed an answer; March 10, 2010 default motion was granted, leading to an appeal.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Is an answer required in a will contest? | Avery argues no explicit answer requirement under statute. | Avery argues Trial Rules require an answer in will contests. | Yes; an answer is required and default judgment proper. |
Key Cases Cited
- State ex rel. Brosman v. Whitley Circuit Court, 245 Ind. 259 (1964) (pre-Trial Rules view that pleadings may be informal in wills contests)
- Robinson v. Estate of Hardin, 587 N.E.2d 683 (Ind. 1992) (Trial Rules supersede statutory procedures unless specifically exempted)
- State ex rel. Gaston v. Gibson Circuit Court, 462 N.E.2d 1049 (Ind. 1984) (Trial Rules control civil procedures over conflicting statutes)
- Augustine v. First Fed. Sav. & Loan Ass'n of Gary, 384 N.E.2d 1018 (Ind. 1979) (acknowledges precedence of procedural rules over statutes)
