In Matter of the Estate of George
265 P.3d 222
Wyo.2011Background
- Decedent Deanna Bess George and Poland were married in May 1985; no children.
- In 2008 Decedent transferred inherited property to the Deanna B. George Trust, appointing herself as trustee and Elaine Nalee as successor trustee, with explicit separate property language.
- Decedent executed a pour-over will (2008) and a revocable inter vivos trust intended to disinherit Poland and affect his elective share.
- In February 2009 Decedent initiated dissolution of marriage, which was later dismissed as moot after her death in November 2009.
- Poland sought to probate a 2004 holographic will in probate court; Nalee (as personal representative and trustee) filed defenses and alternative petitions asserting the 2008 will and Trust; probate court admitted the 2008 documents and determined assets transferred to the Trust were not subject to probate.
- In a separate civil action Poland claimed $125,000 against the Trust for work performed on a jointly owned building; the district court held the claim time-barred under Wyoming statute § 4-10-507 and dismissed with prejudice.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Does Wyoming permit augmentation of the elective share by non-probate trust assets? | Poland argues elective share includes non-probate assets via augmentation. | George/estate argues elective share applies only to dispositions by will; no augmentation. | Wyoming rejects augmentation; elective share is limited to will dispositions. |
| Does probate jurisdiction extend to the Trust and its assets when a pour-over will and trust are involved? | Poland asserts probate court has broad jurisdiction over trust assets. | Estate argues probate jurisdiction does not reach the Trust; assets were not part of probate. | Probate court lacks jurisdiction over the Trust to adjudicate these claims. |
| Is Poland's creditor claim against the Trust timely under § 4-10-507? | Poland timely filed a creditor claim seeking $125,000. | Trust argues claim filed after notice period; claim time-barred. | Claim was time-barred; court lacked subject-matter jurisdiction over the Trust files. |
Key Cases Cited
- First Nat'l Bank & Trust Co. v. Brimmer, 504 P.2d 1367 (Wyo. 1973) (trust interpretation; intention governs; four corners of document)
- Briggs v. Wyoming Nat'l Bank, 836 P.2d 263 (Wyo. 1992) (elective share scope; will vs. inter vivos transfers)
- In re Estate of Novakovich, 101 P.3d 931 (Wyo. 2004) (trusts and probate—timely claims; statutory framework)
- Lohrie v. Estate, 950 P.2d 1030 (Wyo. 1997) (trust interpretation; intent governs; revocable trusts after death)
