ILNews

Defendants in will contest must timely answer

Back to TopE-mailPrintBookmark and Share

In an issue of first impression, the Indiana Court of Appeals has held that a will contest is a civil action and a defendant in this type of action is required to file an answer or plead to a complaint as provided by the state’s trial rules.

Siblings Rod and Marshall Avery appealed the default judgment against them in a will contest initiated by their sister Trina Avery. Trina served the brothers with summonses and copies of the complaint with Trial Rule 4. Neither brother appeared, answered, or pleaded in the will contest, and Trina filed a motion for default judgment. The brothers filed a motion to dismiss, claiming they didn’t have to file an answer. The trial court entered default judgment against them.

In Rod L. Avery, et al. v. Trina R. Avery, No. 49A05-1004-PL-320, the appellate court had to decide whether interested parties to a will contest are required to file an answer to the complaint. The Probate Code is silent on this issue, but the judges looked to Robinson v. Estate of Hardin, 587 N.E.2d 683, 685 (Ind. 1992), which held that Trial Rules 4 through 4.16 are applicable to will contests as well as Trial Rule 7(A).

“Again, a will contest is separate from the administration of an estate, and the executor and ‘all other persons beneficially interested in the will’ are made defendants in a will contest. See I.C. § 29-1-7-17,” wrote Judge Edward Najam. “Accordingly, we hold that, as with any civil complaint, a defendant in a will contest is required to file an answer or otherwise plead within the time provided under Trial Rule 6.”

The judges declined to hold that Indiana Code Section 29-1-1-10 applies to probate proceedings related to will contests. That section applies to proceedings related to the administration of a decedent’s estate, wrote Judge Najam.
 

ADVERTISEMENT

Sponsored by

facebook - twitter on Facebook & Twitter

Indiana State Bar Association

Indianapolis Bar Association

Evansville Bar Association

Allen County Bar Association

Indiana Lawyer on Facebook

facebook
ADVERTISEMENT
Subscribe to Indiana Lawyer
  1. Oh my lordy Therapist Oniha of the winexbackspell@gmail.com I GOT Briggs BACK. Im so excited, It only took 2days for him to come home. bless divinity and bless god. i must be dreaming as i never thoughts he would be back to me after all this time. I am so much shock and just cant believe my eyes. thank you thank you thank you from the bottom of my heart,he always kiss and hug me now at all times,am so happy my heart is back to me with your help Therapist Oniha.

  2. Hail to our Constitutional Law Expert in the Executive Office! “What you’re not paying attention to is the fact that I just took an action to change the law,” Obama said.

  3. What is this, the Ind Supreme Court thinking that there is a separation of powers and limited enumerated powers as delegated by a dusty old document? Such eighteen century thinking, so rare and unwanted by the elites in this modern age. Dictate to us, dictate over us, the massess are chanting! George Soros agrees. Time to change with times Ind Supreme Court, says all President Snows. Rule by executive decree is the new black.

  4. I made the same argument before a commission of the Indiana Supreme Court and then to the fedeal district and federal appellate courts. Fell flat. So very glad to read that some judges still beleive that evidentiary foundations matter.

  5. KUDOS to the Indiana Supreme Court for realizing that some bureacracies need to go to the stake. Recall what RWR said: "No government ever voluntarily reduces itself in size. Government programs, once launched, never disappear. Actually, a government bureau is the nearest thing to eternal life we'll ever see on this earth!" NOW ... what next to this rare and inspiring chopping block? Well, the Commission on Gender and Race (but not religion!?!) is way overdue. And some other Board's could be cut with a positive for State and the reputation of the Indiana judiciary.

ADVERTISEMENT