The Tennessee Court of Appeals decision of
In
re: Estate of John Leonard Burke, No. M2012-01735-COA-R3-CV, 2013 WL 2258045 (Tenn.
Ct. App. 2013) dealt with a situation where a will was submitted to probate
in solemn form on December 19, 2011. The
trial court noted at that time that all potential beneficiaries had been served
with notice of the hearing and that no objection was filed to the probate of
the will. On June 8, 2012, the
deceased’s stepson filed a challenge to the will alleging that the will was
“procured by the fraudulent inducement” of the deceased’s wife. As a result, the question was whether this challenge,
instituted approximately six months after the will was probated in solemn form,
could be brought at that point.
The Tennessee Court of Appeals ultimately
held that when a will is submitted in solemn form under T.C.A.
§ 30-1-117(b) “a will contest must be initiated, if at all, prior to the
entry of the final order admitting the will to probate in solemn form, not
prior to the final order closing the estate.”
Burke
at 5. Due to the fact the stepson in
this case did not challenge the will until after the entry of the order
entering the will in solemn form, the will contest was dismissed as
untimely.
Submitting a will in “solemn form” can be
beneficial in certain circumstances although it is not necessarily justified in
every case. It can be beneficial if
there is concern that one of the beneficiaries may want to contest the will at
some point. This can be a good strategy
to force them to act rather quickly on the front end or forever lose the
opportunity to contest the will.
On the other side of things, if a party
desires to contest a will and the will is submitted to the court to be probated
in “solemn form”, then that party needs to consult an attorney immediately
to determine what steps need to be taken to contest the will. Once the will is entered in “solemn form” it
is too late to contest the will under Tennessee law.
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