489 P.3d 9
Okla.2021Background
- Vandell Downing (Decedent) died April 4, 2018; he lived for decades with Maxine Bailey, who the trial court found to be his common-law wife and appointed personal representative.
- Three adult children (Movants) sought an emergency restraining order to prevent Bailey from cremating Decedent, alleging he opposed cremation and had purchased a burial plot and headstone in 1966.
- At the contested hearing Movants offered testimonial evidence that Decedent preferred burial and had purchased a plot; they did not admit the alleged written contract, deeds, or any pre-need funeral contract into evidence (a hearsay objection to a post-mortem inventory was sustained).
- The trial court concluded (1) Bailey was the surviving widow and (2) testimony about the 1966 purchase established a written document under 21 O.S. § 1158(1), and issued an injunction compelling burial.
- On appeal the Oklahoma Supreme Court reviewed whether § 1158(1) was satisfied and whether injunctive relief was warranted; the Court reversed the injunction and remanded, holding Movants failed to prove the required written, executed document or pre-need contract.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether evidence that Decedent purchased a burial plot/headstone and testified statements about preferring burial satisfy 21 O.S. § 1158(1) | Movants: testimony of purchase and Decedent's statements show a controlling written arrangement | Bailey: § 1158(1) requires an actual pre-need funeral contract or a written document executed under Oklahoma law; testimony is insufficient | Reversed: § 1158(1) requires introduction of an executed written document or pre-need contract; testimonial evidence alone is insufficient |
| Whether ownership of a burial plot alone establishes intent to be buried (vs. cremation) | Movants: ownership and long-standing opposition to cremation indicate burial preference | Bailey: ownership of a plot does not definitively establish a choice of interment over cremation without a qualifying writing | Held: ownership of a plot is not dispositive; statute needs an executed writing or pre-need contract |
| Whether injunctive relief was properly granted absent documentary proof | Movants: equitable relief justified to preserve Decedent's remains consistent with alleged wishes | Bailey: injunctive relief is extraordinary and requires clear and convincing evidence of statutory prerequisites | Held: granting injunction was an abuse of discretion because prerequisites of §§ 1151/1158(1) were not proven by clear and convincing evidence |
Key Cases Cited
- In re Estate of Foresee, 475 P.3d 862 (Okla. 2020) (interpretation of § 1158 and distinction between decedent-nominated control and statutory priority)
- Sharp v. 251st St. Landfill, Inc., 925 P.2d 546 (Okla. 1996) (standard for reviewing injunctions: abuse of discretion/clear and convincing evidence)
- Thomas v. E-Z Mart Stores, Inc., 102 P.3d 133 (Okla. 2004) (legal conclusions in injunction cases reviewed de novo)
- Bd. of Regents of Univ. of Okla. v. Nat'l Collegiate Athletic Ass'n, 561 P.2d 499 (Okla. 1977) (abuse of discretion standard for injunctive relief)
