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Avery v. Avery
953 N.E.2d 470
Ind.
2011
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Background

  • 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On February 1, 2010, Trina filed a separate will contest asserting undue influence, fraud, duress, and that a 2009 will superseded and revoked the 2008 will; notice was given to Rod and Marshall.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)
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Case Details

Case Name: Avery v. Avery
Court Name: Indiana Supreme Court
Date Published: Sep 20, 2011
Citation: 953 N.E.2d 470
Docket Number: 49S05-1102-PL-76
Court Abbreviation: Ind.