Milana Staletovich Riggs v. Cynthia Hill, in her capacity as the Personal Representative of the Estate of Leon O. Riggs
84 N.E.3d 699
| Ind. Ct. App. | 2017Background
- Milana Riggs and Leon Riggs married in 1968, separated in 1969, and never resumed cohabitation; no children.
- Milana obtained a Mexican divorce decree in 1969; its validity remained unresolved in Indiana litigation (1973 dissolution petition; 1977 declaratory action by Leon) that were never finally adjudicated.
- From 1970 until his death in 2015 Leon filed taxes as single and arranged his affairs assuming he was unmarried.
- Milana filed a dissolution petition in 2015 while Leon had dementia; Leon died before resolution. Milana then elected to take against Leon’s will as his surviving spouse.
- The personal representative moved for summary judgment, arguing equitable defenses (laches, unclean hands, estoppel) barred Milana’s election; the probate court struck Milana’s testimony under Indiana’s Dead Man’s Statute and granted summary judgment for the estate on laches.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Admissibility under Dead Man’s Statute | Milana: her affidavit and 1970s deposition should be admitted; estate waived the objection | Estate: Milana is a necessary adverse party and her testimony is barred by the Dead Man’s Statute; no waiver occurred | Court: Striking was proper; estate did not waive objection and statute bars her testimony about transactions with decedent |
| Laches as a bar to spousal election | Milana: delay was excusable; she had no duty to litigate validity of Mexican decree earlier | Estate: 45+ year delay, parties treated as unmarried, and Leon’s affairs changed; delay prejudiced estate | Court: Held laches applies — inexcusable delay, implied waiver/acquiescence, and prejudice; summary judgment for estate |
| Judicial estoppel to prevent estate from denying marriage | Milana: Leon previously admitted marriage in 1973, so estate should be estopped from denying spousal status | Estate: Never argued Leon was divorced; focused on equitable defenses, not relitigation of decree validity | Court: Declined to apply judicial estoppel under these facts |
| Whether trial court erred by relying on 1970s litigation evidence | Milana: court shouldn’t rely on evidence she designated alone | Estate: proceedings and filings are part of the record | Court: No error; existence of 1973 and 1977 proceedings undisputed and properly considered |
Key Cases Cited
- In re Sutherland’s Estate, 204 N.E.2d 520 (Ind. 1965) (Dead Man’s Statute bars survivor’s testimony about predecedent transactions when claiming estate share)
- Taylor v. Taylor, 643 N.E.2d 893 (Ind. 1994) (surviving spouse’s testimony incompetent under Dead Man’s Statute absent waiver)
- In re Estate of Rickert, 934 N.E.2d 726 (Ind. 2010) (Dead Man’s Statute reflects policy excluding claimants’ versions of dealings with decedent)
- Gabriel v. Gabriel, 947 N.E.2d 1001 (Ind. Ct. App. 2011) (elements and rationale for invoking laches)
