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In Re the Estate of Bavilla
343 P.3d 905
Alaska
2015
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Background

  • Offenesia Bavilla died in 2010, leaving two children: Etta and Steven.
  • 1987 will largely favored Etta and Steven; 2006 will revoked prior wills and cut Etta out.
  • Etta sought informal probate of the 1987 will in 2012, arguing the 2006 will was invalid.
  • Magistrate Judge Duggan held hearings and instructed that the 1987 will could not be admitted without addressing the 2006 will.
  • Etta moved in 2013 to amend pleadings to contest the 2006 will; the court denied the amendment; on appeal the court remanded to allow amendment and affirmed the denial of recusal.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the superior court should have allowed amendment to contest the 2006 will Bavilla sought to convert informal probate to formal and contest 2006 will Courtfound amendment futile/untimely Abused discretion; remanded to permit amendment
Whether Magistrate Judge Duggan should have recused Duggan biased; improper conduct No bias; decisions within discretion Not required to recuse; affirmed denial of recusal

Key Cases Cited

  • Miller v. Safeway, Inc., 102 P.3d 282 (Alaska 2004) (informal probate conversion and pleadings standards; pro se considerations)
  • Breck v. Ulmer, 745 P.2d 66 (Alaska 1987) (recusal and pro se considerations in probate matters)
  • Jourdan v. Nationsbanc Mortg. Corp., 42 P.3d 1072 (Alaska 2002) (bias standards; recusal analysis guidance)
  • Riddell v. Edwards, 76 P.3d 847 (Alaska 2003) (equitable powers in probate matters when statutory provisions silent)
  • Miller v. Safeway, Inc., 102 P.3d 282 (Alaska 2004) (informal probate conversion and pleadings standards; pro se considerations)
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Case Details

Case Name: In Re the Estate of Bavilla
Court Name: Alaska Supreme Court
Date Published: Mar 6, 2015
Citation: 343 P.3d 905
Docket Number: 6985 S-15582
Court Abbreviation: Alaska