Estate Administration--qualification--willful misconduct
In this declaratory judgment action where plaintiff sought a determination that defendant
has forfeited any right to inherit from decedent or to administer her estate based on abandonment,
the trial court did not err in granting summary judgment in favor of defendant because plaintiff
cannot produce evidence to support the essential element of willful conduct.
Lee & Lee, by Junius B. Lee, III, for plaintiff-appellant.
Williamson & Walton, L.L.P., by C. Greg Williamson, for
defendant-appellee.
MARTIN, Judge.
Plaintiff, the son of Mary Jane Meares, deceased, brought this
action seeking a declaratory judgment that defendant has forfeited
any right to inherit from Mary Jane Meares or to administer her
estate. Plaintiff alleged that defendant, who was married to Mary
Jane Meares at the time of her death on 30 January 1998, had
actually and constructively abandoned Mary Jane Meares and that
defendant had intentionally or negligently hastened and brought
about her death. Defendant filed an answer in which he denied the
allegations of the complaint.
Subsequently, defendant moved for summary judgment, supported
by his own affidavit, the affidavits of his two nieces, and an
affidavit of Mary Jane Meares' sister. The affidavits, brieflysummarized, tended to show that defendant and Mary Jane Meares had
been close friends during their school days in the 1930s and 1940s.
When defendant returned from service in World War II, Mary Jane
Meares had married. Her husband died in 1988 and she and defendant
renewed their friendship. They were married on 14 August 1991.
Both were insulin dependent diabetics, but both were physically
able and mentally competent to care for themselves and their
residence until Christmas Day 1997, when Mary Jane became ill.
Defendant took her to a hospital on 26 December 1997, where she was
examined and released to return home. She did not improve and, a
few days later, Mary Jane was admitted to the hospital. Defendant
was told that she had suffered a series of strokes, and she became
unable to speak. Defendant stayed with her at the hospital nearly
constantly. Her condition did not improve and, in January 1998,
defendant arranged for her to be admitted to a rehabilitation
center in Florence, South Carolina. On the day after Mary Jane's
admission to the rehabilitation center, defendant became ill and
was hospitalized for several days. After his release from the
hospital, he stayed at the home of his niece and was physically
unable to visit Mary Jane on a regular basis. After she was
hospitalized for the last time in Florence, he visited her on 28
January 1998, two days before her death.
Plaintiff responded with his own affidavit and with anaffidavit of his wife. Their affidavits tended to show that
on
Christmas Day, 1997, Mary Jane Meares was disoriented, unable towalk without assistance, and very nearly comatose, but that
defendant refused to permit plaintiff to take her to a doctor. On
30 December 1997, plaintiff and his wife attempted to talk to Mary
Jane, but defendant refused to permit them to do so. The following
day, plaintiff and his wife went to the residence where Mary Jane
lived with the defendant, found the house filthy and roach
infested, and observed Mary Jane sitting in her own feces and
urine, with food particles on her face and clothing. Defendant was
present, but had made no attempt to care for Mary Jane. Plaintiff
and his wife insisted that defendant take Mary Jane to a physician,
who admitted her to the hospital. On or about 10 January 1998,
defendant removed his belongings from the marital home and began
living with his niece in South Carolina. Neither plaintiff nor his
wife ever saw defendant visit Mary Jane at the rehabilitation
center, and he visited her only once, briefly, during her final
hospitalization.
The record reflects that plaintiff stipulated to the entry of
summary judgment dismissing his claim for relief. The trial court
granted summary judgment in favor of defendant as to plaintiff's
first claim for relief. Plaintiff appeals.
(b) The rights lost as specified in subsection
(a) of this section shall be as follows:
(1) All rights of intestate succession in
the estate of the other spouse . . . .
The overriding policy behind this act is that no one should
benefit from his own wrongdoing, G.S. § 31A-15, but the wrongfulconduct must be more than negligent. See Wilson v. Miller, 20
N.C.
App. 156, 160, 201 S.E.2d 55, 58 (1973) (negligence is not one of
the grounds for forfeiture of marital rights as set out in G.S. §
31A-1.). Wilful abandonment, like the other conduct constituting
grounds for the forfeiture of spousal rights under G.S. § 31A-1,
requires an intentional act.
[O]ne spouse abandons the other, . . . , where
he or she brings their cohabitation to an end
without justification, without the consent of
the other spouse and without intent of
renewing it. . . . One spouse may abandon the
other without physically leaving the home . .
. . The constructive abandonment by the
defaulting spouse may consist of affirmative
acts of cruelty or of a wilful failure [to
provide support] (citations omitted).
Powell v. Powell, 25 N.C. App. 695, 699, 214 S.E.2d 808, 811
(1975).
Even taking plaintiff's affidavits as true, and viewing all of
the other evidence in the light most favorable to him, there is no
evidence sufficient to support a finding of wilful abandonment of
Mary Jane Meares by defendant. There is no evidence of any intent
by defendant to cease, and not renew, his cohabitation with Mary
Jane Meares, nor is there evidence of affirmative acts of cruelty
by him or his wilful failure to provide for her. To the contrary,
all of the evidence regarding the relationship between the spouses
showed that defendant had every intent to continue with the marital
relationship, and that any failure to care for, or cohabit with,
Mary Jane Meares was due to the advanced age and deteriorating
health of both spouses. Thus, plaintiff cannot produce evidence to
support the essential element of wilful conduct necessary to makeout a case of abandonment and summary judgment was properly granted
in favor of defendant.
Affirmed.
Judges WYNN and SMITH concur.
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