*1 requested the determination from the trial requests engage that this Court In the Matter of the ESTATE OF H. finding regarding of facts which of the POPE, Jr., Everett Deceased. instruments submitted the record on TULSA PROFESSIONAL COLLECTION
peal joint established tenancies and which SERVICES, INC., Appellant, point did not. We would out to is not the function of this Court to make an initial ques- determination of fact POPE, Joanne Executrix of the Estate properly tions which have been Jr., Pope, Appellee. H. Everett to the trial court but determined it.13 No. 62204. Appeals correctly Court of deter- Supreme Court of Oklahoma. mined that it could not determine the is- sues on which had not been decided Nov. ruling the trial court. As a on those Rehearing Denied March questions cause, is essential to the we must remand this matter to the trial court for a
determination as to which of the instru-
ments at issue in the estate of the deceased joint tenancy
created relationships and
which instruments were not intended
the deceased to relationships. create such
IY. opinion Appeals, Court of I,
Division in this matter is VACATED.
The order of the trial court is AFFIRMED
and the cause is REMANDED to the trial
court for proceedings further consistent opinion.
with this
SIMMS, C.J., DOOLIN, Y.C.J., and
HODGES, HARGRAVE, KAUGER and
SUMMERS, JJ., concur. WILSON, JJ.,
OPALA and concur in
result. (Okl. Gwaltney,
13. Davis v.
St. John Medical Center. This had debt expenses arisen from the illness last Pope, Appellant of H. Everett Jr. initiated by appli- current action of an order compelling cation for an payment expenses of the last illness H. Pope, Everett Jr. The following facts were stipulated parties conjunction to in ruling with the trial court’s applica- tion: Pope, (“decedent”)
1. H. Everett Jr. was admitted to St. John Medical Center in (“hospital”) Tulsa on 23 November 1978. remained in hospital He until on 2 April his death 1979. 2. The hospital decedent’s $142,000.00. stay excess of De- were payments cedent’s insurer made some to leaving hospital, a net balance due $14,657.55. parties dispute amount the net balance due attributa- last ble to decedent’s illness. pro- 3. will was Decedent’s admitted to July on 16 1979. bate qualified personal representative published estate to of decedent’s July July creditors on 1979 and 24 timely was 5. No creditor’s claim presented personal representative applicable statutory period within the parties dispute months [sic]. creditor’s claim ever whether a was personal representative, presented, if such claim was not but proved. compel suit to personal No representative approve has been filed. Assignee “Application filed an Compelling Payment Expenses Order Williams, Naylor & A. Inc. David Tra- Illness” on 17 of Last October cy Rose, Tulsa, appel- Randall E. hearing on 10 was set for November
lant. stipulations Upon above Smith, & Smith Tul- Phillip Smith K. fact, were scheduled to sub- briefs sa, appellee. mitted, the matter was taken under by the Court. advisement LAVENDER, Justice: appellant’s court found that The trial I. failure file a claim for debt within appellee’s publication Appellant, Tulsa Collection the time noted Professional Services, Inc., Ever- assigned of the estate of H. a debt owed notice to creditors Jr., Pope,
ett barred the assertion of the necessary expenses administration, claim. The trial court appellant’s denied but he is obliged pay any other application and this ensued. any legacy until, debt or prescribed as chapter, has been or- appeal, On trial this dis- dered the court. pute was characterized as a statutory interpretation. Appellee relied Both appellee argued au- *3 upon general chapter the probate in the thorities jurisdictions from other concern- governing code against estate; claims the ing the construction of statutes similar to specifically pro- O.S.1971 which section 594. Some authorities had found in pertinent part: vided such a statute to relieve necessity the Every a claim.1 Appellee’s executor or must, authority administrator had immediately found that appointment, failure to give timely his file a claim had notice to the resulted in the deceased, being creditors of the claim despite barred requiring persons presence all the having of a statute claims similar to section Appellee said 594.2 present deceased to also cited from this Court’s same, necessary vouchers, with the statements in State ex rel. Central State such administrator, executor or Hospital Reed,3 at the Memorial Griffin place of business, his residence or to be effect that: specified notice, in the (2) within two purpose The of the nonclaim statute months from the date publica- of the first O.S.1971 is to [58 facilitate the § 333] notice; tion of said such notice must be handling and closing of leg- estates. The published in some newspaper in said islature has importance considered the county once (2) each week for two con- question this in its amendment of the secutive weeks.... reducing statute of time with- which the may O.S.1971 provided which be filed from four pertinent part: months to two Clearly months. this is an expression of legislative concern
If
a claim arising upon a contract here-
expediting
and disposing of adminis-
made,
tofore
be not
within the
tration of estates
delay.
without
notice,
time limited in the
it is barred
forever,
....
The trial court concluded that a construc-
tion of section 594 which would have the
Appellant, on
hand,
the other
relied on
allowing
effect of
certain claims to
subchapter
probate
govern-
code
maintained outside the time
limits of the
payments of the
debts
the estate.
provisions
nonclaim
contrary
would be
Appellant argued that 58 O.S.1971 594
legislative
intent
provi-
behind those
dispensed with the requirement
that a
sions as set forth in Central State
claim be filed in connection with the ex-
Griffin
Hospital.
appeal,
Memorial
On
penses
Court
of the last illness.
pro-
Section 594
Appeals,
IV,
Division
affirmed the trial
vides:
ruling.
court’s
The executor
administrator,
or
as soon
as he has
hands,
sufficient funds in his
In reviewing the decisions of the courts
expenses,
and the
below we find the reasoning applied to this
expenses of
sickness,
the last
and the
of law to be correct.
In the case
allowance made to
family
of the dece-
Rogers
Commission,4
v. Oklahoma Tax
dent.
He
retain in his hands the we stated in
syllabus:
Court’s
particularly
authorities
upon by
Bachand,
relied
section 594 was In re Estate
Estate,
were In re Skillman’s
146 Iowa
(S.D.1981).
N.W.2d 140
(1910);
125 N.W.
Knapp,
Wolfe
Iowa
II.
grounds
pellant’s argument
that
support
finding
affirm-
was no evidence to
Following
Appeals’
there
Court
notice
appellant did not have actual
in this
ance of the trial court’s decision
previously noted
case,
erroneous. We have
appellant petitioned that court
also
affording proper
rehearing,
that the burden
rehearing.
petition
In its
responsibility
raised,
time,
it is
party
on the
whose
for the first
a due
rests
And,
opera-
alleged
give that notice.10
since
process argument
on an
fail-
based
provisions result in
of the nonclaims
probate pro-
notice of
tion
ure
actual
might
of what
otherwise be
ceedings
necessity to file claims.
the forfeiture
and of the
claims,
pleading
of meritorious
burden
Appellant
appellee
knew
asserted
compliance with the
proof regarding
the time notice
the existence
its claim at
claiming
rests on one
provisions properly
published pursuant
to 58 O.S.1971
provisions.11
argued
of those
recent
benefit
Appellant
331.
then
Hill,
(Okla.1975);
Rouse, Inc.,
P.2d 358
Broadway
See Pointer v.
536
174
5. See Reed v. Charles
Sandlin,
522,
(1935).
P.2d 722
P.2d
392
Okl.
see also Davis v.
(Okla.1964).
Co., Inc.,
6. Cate
Archon Oil
III.
statute, commencing
a direct
This
the executor or
statement
order and
Supplemental Opinion on Re-
Opinion and
expenses IV,
pay hearing
Appeals,
Division
administrator
of Court
Busch,
S.W.2d at
footnote
National Bank
Ft.
tate
16. Inman v. Western
Worth,
on
rejected
Okl.
and covered
the non-claim statutes.
the children if both husband and wife be
deceased. The statute ends with this state-
legislature,
adoption
pro-
of the
ment:
previously
bate code had no
decided cases
property
“No such
shall be liable for
interpret-
from the Dakotas or California1
any prior debts or claims whatever.”
appears
the enacted statute so there
no
(Thus differentiating
again between
impediment interpreta-
a fresh or initial
claims).
debts and
tion at this time.
presents
Title 58 O.S.A. 312
us with
§
distinguishes
apart
Section 594
and sets
nemesis,
our
when,
old
“last illness”
expenses of the “last illness” and creates a
increasing
property
mentioned in the
special
preferred
or
debt status for such
preceding section, (58 O.S.1981,
311),
debts,
expenses.
speaks only
states “there shall also be allowed and set
claims.
apart
surviving
wife or husband or
specializ-
Title 58
591 further
minor child or children of the decedent all
es and differentiates
ordinary
between
personal
such
property money
as is ex-
claims incurred
the decedent before de-
empt by
levy
law from
and sale on execu-
mise
priority
when it fixes or sets
be,
tion ...
any prior
liable
debts or
payment
order of
of debts.
decedent,
claims
except when
Payment
591. Order
Debts.
available,
there are no assets thereunto
expenses.
1. Funeral
necessary
EXPENSES
ILLNESS,
charges
OF HIS LAST
expenses
of the last sickness.
_”
[emphasis added].
...
Section 312 has not been heretofore in-
...
terpreted,
again gives expenses
but it
...
priority, special effect,
the last illness
...
preferred
is entitled to
debt status over
7. Demands or
claims which are
ordinary
other
claims.
presented to the executor or adminis-
we dealt with
proved
trator
for an allowance or
funeral, and referred to
1258 of the 1931
within
months
two
after the first
being controlling.
statutes as
Section 1258
publication of notice to creditors.
*7
O.S.1981,
is now codified as 58
594. In
§
...
Estate,
1186,
Wagner’s
Re
(Okl.1937),quotes Golden Gate Undertak-
purpose
Of what
was the enactment of
94,
Taylor,
v.Co.
168 Ca.
141 P.
Sections 2 and 7 of 591 if the act of the
§
(N.S.) 1152,
1915D,
52 A.L.R.
Ann.Cas.
Legislature
special pre-
did not intend a
742, which observed:
ferred
special position
debt status and
of
claims,
then,
over the
only,
charge
non-claim statutes?
“Not
is the
for fu-
§
estate,
Was the enactment of
expenses
594 and 591 a
neral
a debt of the
but
§§
class,
vain and
long-forgot-
preferred
useless action of that
is a
debt of the first
and
Legislature?
ten
payable
is
as soon as the executor or
(1981),
1. Historical note: The Probate Code in effect in
held that a claim must be filed under a
Although
Oklahoma
be traced from California
statute such as our
this case is
§
(See Huff,
through
persuasive,
necessarily controlling
the Dakotas
Oklahoma
it is not
be-
Supreme
ruling
years
Probate Law
Dakota,
Court of South
cause its
comes more than 80
Bachand,
adoption
in Estate
there basis for rule finding plain language of 58 O.S. each. upon the consider- 594 and broader services, importance of ation of the these statutes, I would find the Probate large. to society testator and at both 311, 312, special 591 and §§ Appeals of stated The Court of Louisiana specific acts which control over the Bar- very the matter well Succession of general statutes.2 This maxim or rubric (La.App.1970), when ry, 236 So.2d grafted long standing one of and should be said: ingrained to and in the law decedent’s underlie considerations Humanitarian estates. debt) (preferred priv- granting argue do away To 594 does not ilege high rank in of those favor filing a claim for necessity with the ren- whom claims are due for services beg question. is to ar- This of need. In the event dered in time ill-founded, I gument, which take to be death, rendering physician others (that begins accepting the desired result their are assured that those services necessary) a claim is as fact and then ordinary charges treated as will prove argument. fact uses that This payment. chance of debts with less illogical circular likely Such less intent is to make it obvious *8 not, non-sequitur of a and it should deprived smacks much-needed that one will be therefore, question be used means to decide service of doubtful because fundamental, interpretation. payment, [parenthetical phrase statutory added] statute, general statutory special provisions, statute and not the Where there are one two Telephone special clearly applies. Southwestern Bell of which is includes the statute Co. v. Board, P.2d County controversy, prescribes Excise matter in different Oklahoma (Okl.1980). procedures general rules and those in from See also: Knapp, v. question N.W. 369 purported statutory right under Wolf
(Iowa 1905)
Estate,
O.S.1981,
and In Re Hansen’s
§
(Utah 1919).
No reversible error Rule judgment is affirmed 15, App. 2. 1.202(b), O.S.Supp.1984, Ch. AFFIRMED. LAVENDER,
DOOLIN, V.C.J., and JJ., SUMMERS, HARGRAVE and concur. J., HODGES,
SIMMS, C.J., and in result. concur KAUGER, JJ., dissent. OPALA
