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In Re: The Estate of Wanda Jeanne Starkey
556 S.W.3d 811
Tenn. Ct. App.
2018
Read the full case

Background

  • Wanda Jeanne Starkey executed wills in 1991 (favoring her children if husband predeceased) and 2009 (expressly revoking prior wills and disinheriting her children, naming LLS as contingent beneficiary).
  • Starkey died in 2013 after her husband predeceased her; both the 1991 and 2009 wills were presented for probate by competing parties.
  • Drema Louck (daughter) filed a will contest alleging Starkey attempted to revoke the 2009 will by directing another person to destroy it in her presence, and that person fraudulently destroyed a different document so Starkey mistakenly believed the will had been destroyed.
  • The Administrator and LLS moved to dismiss under Tenn. R. Civ. P. 12.02(6), arguing revocation methods are exclusively statutory (Tenn. Code Ann. §§ 32-1-201, 32-1-202) and the will was not actually destroyed.
  • The circuit court dismissed Louck’s contest, holding the statutory revocation methods are exclusive. Louck appealed.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether Tennessee revocation statutes preclude common-law revocation by fraud (i.e., testator’s mistaken-but-intentional destruction of a document believed to be the will) Louck: destruction of a document the testator believed to be her will, done at her direction in her presence, revokes the will even if fraud prevented destruction of the actual will Administrator/LLS: § 32-1-201 and § 32-1-202(e) enumerate exclusive methods; no statutory method here because the 2009 will was not literally destroyed Court of Appeals: statutes do not abrogate common-law rule; Louck pleaded facts sufficient to state a claim (reversed and remanded)
Whether the amended notice alleged sufficient facts to survive a Rule 12.02(6) motion Louck: alleged intent to revoke, direction to destroy, belief the will was destroyed, and fraud by another causing the mistake Administrator/LLS: allegations concede will was not destroyed; therefore no statutory revocation and no claim Held for Louck: under common law, fraud that prevents destruction of the actual will does not defeat revocation when the testator believed the will was destroyed; pleadings suffice

Key Cases Cited

  • Webb v. Nashville Area Habitat for Humanity, Inc., 346 S.W.3d 422 (Tenn. 2011) (standard for Rule 12.02(6) motion review)
  • Trau-Med of Am., Inc. v. Allstate Ins. Co., 71 S.W.3d 691 (Tenn. 2002) (pleadings construed liberally on dismissal)
  • Doe v. Sundquist, 2 S.W.3d 919 (Tenn. 1999) (plaintiff survives dismissal unless no set of facts can support relief)
  • In re Estate of Boote, 198 S.W.3d 699 (Tenn. Ct. App. 2006) (discussing fraud and failed destruction in revocation context)
  • Billington v. Jones, 66 S.W. 1127 (Tenn. 1901) (common-law principle that a testator’s belief that the will was destroyed — even if another paper was burned by fraud — can effect revocation)
  • In re Estate of Perigen, 653 S.W.2d 717 (Tenn. 1983) (distinguishing express revocation and revocation by changed circumstances)
Read the full case

Case Details

Case Name: In Re: The Estate of Wanda Jeanne Starkey
Court Name: Court of Appeals of Tennessee
Date Published: Mar 21, 2018
Citation: 556 S.W.3d 811
Docket Number: E2016-01618-COA-R3-CV
Court Abbreviation: Tenn. Ct. App.