Waiver of Process
June 6, 2018 § Leave a comment
MRCP 4(e) provides that a competent party defendant may waive process, meaning they don’t have to be served with a summons to enter an appearance. BUT there are some wrinkles of which you must be aware:
The waiver must be in writing, dated, and sworn or acknowledged, or the signature proven by two witnesses before a person authorized to administer oaths.
Comment: I have seen unsworn waivers, and undated ones. These are ineffective. Make sure your forms conform to the rule. A verbal statement, even on the record, may not be enough to be an appearance; it certainly is not enough to constitute a waiver because it is not in writing. Counsel opposite’s statement that her client will waive process, and even the party’s own statement that he will, will not satisfy the rule.
A guardian or conservator may waive process on herself and the ward. Any trustee, executor, or administrator may likewise waive process in his fiduciary capacity.
Comment: Neither an unmarried minor nor a mentally incompetent person may waive process, but their guardian or conservator may. It used to be the rule that convicted felons could not execute a waiver, but that was deleted from the rule.
This is crucial: the waiver must be executed after the day on which the action was commenced and it must be filed among the papers of the case and noted on the general docket.
Comment: I still see waivers every now and then dated on or before the date the initial pleading was filed. That’s void, no matter what kind of case. Even when it’s going to be uncontested and agreed to by everyone, it’s no good. And make sure you file your waiver and have it docketed; it’s a worthless piece of paper until you do.
A few points:
- Some people use joinders instead of waivers, because they think that the requirements for joinders are not so picky as for waivers. They may be right to some extent, and most judges accept joinders as an appearance. But remember that a joinder is in effect nothing more than an entry of appearance in the case, and R4(e) specifically says that, ” … entry of appearance must be executed after the day on which the action was commenced …” and must be filed just like a waiver, so there’s that.
- It is not required that process actually be issued before a party may waive service. The waiver has the same effect as if the party were actually served with process.
- Once a party has waived process, he need file no pleadings, and he is not required to appear.
- Just because a party waives process does not mean that she may not file an answer. It happens in ID divorces all the time that a party waives process and then later files an objection to the divorce or some other contested pleading.
The Better Home Argument for Custody
June 5, 2018 § Leave a comment
In the recent case of In re Guardianship of C.B.F., decided May 8, 2018, the COA confronted the argument that the natural-parent presumption had been rebutted because the grandfather had proven that he could provide a better home for the child than could the mother. Judge Griffis addressed the issue for a unanimous court:
¶35. Although not specifically asserted, it appears Paul claims the chancellor erroneously concluded that he failed to rebut the natural-parent presumption by clear and convincing evidence. We disagree.
¶36. The natural-parent presumption “may be rebutted by clear and convincing evidence that (1) the parent has abandoned the child; (2) the parent has deserted the child; (3) the parent’s conduct is so immoral as to be detrimental to the child; or (4) the parent is unfit, mentally or otherwise, to have custody.” Wilson v. Davis, 181 So. 3d 991, 995 (¶7) (Miss. 2016). Additionally, the presumption “may be rebutted by clear and convincing evidence that actual or probable, serious physical or psychological harm or detriment will occur to the child if custody is placed with the natural parent, such that granting custody to the third party is substantially necessary to prevent such probable harm.” Id. at 995-96 (¶8). “Such a finding must prevent probable harm to the child, and not simply find that the third party can provide the child with different or arguably ‘better’ things.” Id. at 997 (¶8). “If the natural parent presumption is rebutted, the court may then proceed to determine whether an award of custody to the challenging party will serve the child’s best interests.” Id. at 995 (¶7).
¶37. Paul does not challenge the chancellor’s findings regarding each factor. Instead, Paul claims that “[r]igid adherence [to proving one of the four factors] placed [Carter] in a circumstance which is clearly not in his best interests.” See id. at (¶8) (noting “that the rigid adherence to proving one of the four precise factors to rebut the natural parent presumption may, in very limited and exceptional circumstances, place a child in a circumstance that is clearly not in his or her best interests”). However, as noted by the GAL, simply because Paul may offer a more suitable home for Carter is not enough to rebut the natural-parent presumption. Indeed, the chancellor found there was no evidence that “actual or probable, serious physical or psychological harm or detriment w[ould] occur if the custody of Carter [wa]s placed with Hollee.” [Emphasis mine]
Not a whole lot to chew on there, but I wanted to highlight the principle that even though most grandparents can provide a nicer home, more material pleasures, and a more comfortable life, that is not enough to overcome the natural parent presumption. There must be a showing by clear and convincing evidence of one or more of the four Wilson v. Davis factors, or that serious harm to the child will result from placement with the natural parent.
We are seeing more and more situations like the facts in this case in which the natural parents live with their parents, or leave a child with their parents intermittently, or abandon the child entirely. In most of these cases, the grandparents become de facto parents to the child, and they become quite attached to the youngster. It can become a real tug-of-war when the natural parent shows up and demands to have the child back.
Emancipation Confuseration
June 4, 2018 § 1 Comment
Tracy Dixon sued his ex, Sandra, on several counts, one of which was to declare that their then-19-year-old daughter Amanda to be emancipated. The proof established that the child moved in with her boyfriend Will after she graduated from high school, despite the objections of both parents. Will bought her a car and provided a cell phone. Amanda enrolled at Jones County Junior College studying nursing, and relied on her mother for support, including clothes, meals, and gas. The support continued after Amanda transferred to USM. To top it off, Tracy and Amanda had a disagreement and stopped communicating, although Amanda testified that she loved her dad and wanted to have a relationship with him. Tracy said that he wanted to have a relationship with Amanda, but it was she who refused to answer or return his phone calls, texts, and invitations.
After a hearing, the chancellor denied Tracy’s petition to declare Amanda emancipated, and Tracy appealed.
In Dixon v. Dixon, decided February 6, 2018, the COA affirmed. Judge Wilson wrote for the 5-4 majority:
¶21. Citing Mississippi Code Annotated section 93-11-65(8)(b)(iii) (Rev. 2013), Tracy argues that Amanda’s cohabitation with her boyfriend required the chancellor to find that she was emancipated and terminate Tracy’s obligation to pay child support for her. We disagree.
¶22. Section 93-11-65(8)(a) provides that unless the underlying child support judgment states otherwise, “emancipation shall occur when the child” turns twenty-one, marries, commences full-time military service, or is convicted of a felony and sentenced to a term of two or more years’ incarceration. Miss. Code Ann. § 93-11-65(8)(a) (emphasis added). In contrast, section 93-11-65(8)(b) provides that a “court may determine that emancipation has occurred and no other support obligation exists when the child,” inter alia, “[c]ohabits with another person without the approval of the parent obligated to pay support.” Id. § 93-11-65(8)(b)(iii) (emphasis added). “A basic tenet of statutory construction is that ‘shall’ is mandatory and ‘may’ is discretionary.” Khurana v. Miss. Dep’t of Revenue, 85 So. 3d 851, 854 (¶9) (Miss. 2012) (quoting Franklin v. Franklin ex rel. Phillips, 858 So. 2d 110, 115 (¶15) (Miss. 2003)). Thus, subparagraph (8)(b)(iii) applies in this case, but it did not require the chancellor to declare Amanda emancipated or terminate child support for her. Rather, this provision merely gave the chancellor discretion. See Wesson v. Wesson, 818 So. 2d 1272, 1282 (¶25) (Miss. Ct. App. 2002) (discussing the chancellor’s “discretionary decision concerning . . . emancipation”); Deborah H. Bell, Mississippi Family Law § 13.09[2], at 452 (2d ed. 2011) (explaining that in circumstances enumerated in subsection (b) “a court has discretion to determine that a child is emancipated”).
¶23. Moreover, Amanda and Michelle both testified that Amanda is a full-time student, that she does not have a job, and that she still relies on Michelle’s support to some extent. They also testified that her need for support would increase once she transferred to USM, which she subsequently did. We cannot say that the chancellor abused his discretion by not finding that Amanda was emancipated. See Andrews v. Williams, 723 So. 2d 1175, 1178-79 (¶¶12-14) (Miss. Ct. App. 1998) (affirming the chancellor’s discretionary ruling that child was not emancipated where child was “unable to support himself independently” and desired to attend college but needed help with college expenses).
Discretion — aside from being the better part of valor according to an old saw — is the factor that can have chancery practitioners pulling their hair out over how to advise their clients. The statute clearly leaves it up to the chancellor to decide whether emancipation has occurred in connection with those may scenarios. Discretion = case by case, and as long as the chancellor’s decision is supported by substantial evidence, the COA ” … cannot say that the chancellor abused his [or her] discretion.”
There are cases going every which way on the issue. In Rennie v. Rennie, 718 So.2d 1091, 1093 (Miss. 1998), a case with facts similar to those here, the MSSC affirmed a chancellor’s ruling that the child was emancipated, and held that once emancipation occurs, it can not be undone. A similar holding was reached in a case where the daughter had a baby but continued to live with and receive support from her mother. Caldwell v. Caldwell, 823 So.2d 1216, 1121 (Miss. App. 2002). Cases going the opposite way include: Andrews v. Williams, 723 So.2d 1175, 1179 (Miss. App. 1998); Carite v. Carite, 841 So.2d 1148, 1154 (Miss. App. 2002); and Wesson v. Wesson, 818 So.2d 1272, 1282 (Miss. App. 2002).
I think the best advice for your client is that, except for the situations (such as marriage and turning 21) mandated by statute, it is within the trial court’s discretion to declare a child emancipated, and that is done on a case-by-case basis. You can offer your best judgment based on your experience with the proclivities of your particular chancellor, but there is no clearcut result dictated by the law.
“Quote Unquote”
June 1, 2018 § Leave a comment
“It occurred to him that his scarcely perceptible attempts to struggle against what was considered good by the most highly placed people, those scarcely noticeable impulses which he had immediately suppressed, might have been the real thing, and all the rest false. And his professional duties and the whole arrangement of his life and of his family, and all his social and official interests, might all have been false.” — Leo Tolstoy, The Death of Ivan Ilych
“If there is any fixed star in our constitutional constellation, it is that no official, high or petty, can prescribe what shall be orthodox in politics, nationalism, religion, or other matters of opinion, or force citizens to confess by word or act their faith therein.” — Robert H. Jackson, West Virginia State Board of Education v. Barnette, 319 U.S. 624, 642 (1943).
“To sum it all up, I must say that I regret nothing.” — Adolf Eichmann
Parental Rights of the Anonymous Sperm Donor
May 30, 2018 § 4 Comments
The law has always had to scurry along in the wake of technology, tidying up and redefining legal relationships affected by advances in science and medicine.
The latest instance arises out of the field of assisted reproductive technology, and addresses the issue of the parental rights of the anonymous sperm donor in the custody of a child born as a result of artificial insemination (AI).
Christina Strickland and Kimberly Day were married to each other in Massachusetts in 2009, and their marriage was later recognized in Mississippi, where they had taken up residence. In 2011, Kimberly was artificially inseminated and gave birth to a son, ZS. They separated in 2013, and were divorced in 2016, with custody of ZS being a contested issue. Following a hearing, the chancellor ruled that the child was born during the marriage, but that the parental rights of the natural father had not been terminated, thus precluding Christina’s claim to custody. Christina appealed.
In the case of Strickland v. Day, a case of first impression, a plurality of the MSSC held on April 5, 2018, that an anonymous sperm donor has no parental rights. Justice Ishee wrote for the plurality:
¶15. The chancery court’s decision, finding Christina not the legal parent of Z.S., turned largely on its determination that the sperm donor was the “natural father,” whose parental rights were subject to termination. On appeal, Christina argues that this finding is not supported by the evidence and is an erroneous conclusion of law. We agree.
¶16. At the outset, we are cognizant of the fact that we never before have determined what parental rights, if any, anonymous sperm donors possess in the children conceived through the use of their sperm. As such, this is an issue of first impression.
¶17. In searching our state’s existing law, the only law that even addresses AI is the disestablishment-of-paternity statute—Mississippi Code Section 93-9-10(2)(d) (Rev. 2013). And while Section 93-9-10(2)(d) does not address anonymous sperm donors’ parental rights directly, we find it useful as it illustrates the Legislature’s intent on such rights. Indeed, under Section 93-9-10(2)(d), a father cannot seek to disestablish paternity when the child was conceived by AI during the marriage to the child’s mother. Reading this provision, in light of the context before us, the logical conclusion—while not explicit—is that the Legislature never intended for an anonymous sperm donor to have parental rights in a child conceived
from his sperm—irrespective of the sex of the married couple that utilized his sperm to have that child.
¶18. How, on one hand, can the law contemplate that a donor is a legal parent who must have his rights terminated, while at the same time prohibiting the nonbiological father of a child conceived through AI from disestablishing paternity? These two policies cannot coexist. And for one to make such a logical leap effectively would say that the child has three legal parents: the mother who birthed the child, the natural father who donated his sperm, and the person who was married to the child’s mother (and is statutorily prohibited from disestablishing paternity). Three parents—that cannot be what the Legislature intended. Indeed, even the chancery court here said that cannot be possible.
¶19. In making its determination, the chancery court seemed to place great weight on the biological connection between the anonymous sperm donor and Z.S. Yet the Supreme Court of the United States has held that “[p]arental rights do not spring full-blown from the biological connection between the parent and child. They require relationships more enduring.” Lehr v. Robertson, 463 U.S. 248, 260, 103 S. Ct. 2985, 77 L. Ed. 2d 614 (1983) (quoting Cuban v. Mohammed, 441 U.S. 360, 397, 99 S. Ct. 1760, 60 L. Ed. 2d 297 (1979) (Stewart, J., dissenting)) (emphasis added). In a similar vein, we too have held that a biological connection alone is not enough to establish parentage. See Griffith v. Pell, 881 So. 2d 184, 186 (Miss. 2004) (finding that a biological father does not have any paternity rights where “he fails to establish that he has had a substantial relationship with the child”).
¶20. As a broader policy consideration, we find that requiring parents of a child conceived through the use of AI to terminate parental rights of the donor would not be in the best interest of the child—to say nothing of the expense and time it would require. When children are involved, we consistently have held that “the polestar consideration . . . is the best interest and welfare of the child.” Albright v. Albright, 437 So. 2d 1003, 1005 (Miss. 1983).
¶21. The consequences of assigning rights to donors, who do not engage in an act of procreation but provide biological material with no intention to act as a parent, would disrupt the familial relationships and expectations of Mississippians who have conceived children through the use of AI. For one, it would elevate the rights of a donor—who is a complete stranger to the child, and likely never will be identified—over the rights of a person who has known and cared for the child. Make no mistake—affirmance here arguably would impose parentage, and all its responsibilities, on anonymous sperm donors who contribute sperm to assist families in achieving pregnancy—perhaps creating a chilling effect on sperm donation. Furthermore, it effectively would leave many children conceived through this method with one legal parent. And in the tragic situation in which a mother dies during childbirth or before a proper termination proceeding—it would leave the child an orphan. Such a notion is untenable and certainly contrary to the public policy of this state.
¶22. On appeal, Kimberly’s position is that all of the nonbiological parents of children conceived through AI should be required to terminate the sperm donor’s parental rights and then establish parentage through the adoption process. We disagree. As a practical matter, the process of requiring one under these circumstances to adopt her own child (one which she intentionally agreed to bring into the family) would be intrusive, time-consuming, and expensive. In fact, it would require: parents who use AI with anonymous sperm donation to file a petition and wait thirty days to seek a hearing; a guardian ad litem to be appointed by the court at the parents’ expense; and a hearing to be held to determine whether an
unknowable sperm donor has abandoned the child. See Miss. Code Ann. § 93-15-107 (Rev. 2013).
¶23. One of the rationales behind termination statutes no doubt is to safeguard the rights of any potential parent-child relationship. Indeed, this Court has held that “[p]arents have a liberty interest, more precious than any property interest, in the care, custody, and management of their children and families.” G.Q.A. v. Harrison Cty. Dep’t Of Human Res., 771 So. 2d 331, 335 (Miss. 2000) (citing Santosky v. Kramer, 455 U.S. at 753–54, 758–59, 102 S. Ct. 1388, 71 L. Ed. 2d 599 (1982)). The seriousness of the action is reflected in the fact that termination of such rights requires clear and convincing evidence of the statutory grounds for termination. Chism v. Bright, 152 So. 3d 318, 322 (Miss. 2014) (citing Kramer, 455 U.S. at 754).
¶24. But with anonymous sperm donors there is no reason to protect the donor, as the donor has no intention or desire to act as a father. In reaching its conclusion in this case, the chancery court found that the donor was merely an “absent father,” but in reality, the donor is a nonexistent father. For the child could never find the donor, much less have a meaningful relationship with him. It is one thing for a child to cling to the hope of a possibility of discovering and eventually building a relationship with an absent father; it is quite another thing for a child to know that he has a natural father that he has no possibility of ever discovering, let alone having a relationship with. That is, short of perhaps a court order mandating the disclosure of the donor’s identity, it is arguably factually and legally impossible for the child ever to obtain the identity of the donor.
¶25. The impracticality and futility of applying the termination statute in this context is clear. Under Section 93-15-107, the natural father is a necessary party to such termination action, but here, or with any anonymous donor, whose identification cannot be known, compliance with the statute arguably is impossible. One cannot serve a party with no information to act upon and which likely never can be acquired.
¶26. To that end, Kimberly argues that Christina, and nonbiological parents alike, can effectuate this service though publication. To be sure, the text of the statute does allow for publication of service of a “necessary party whose address is unknown after diligent search[.]” Miss. Code Ann. § 93-15-107(1)(b) (Rev. 2013) (emphasis added.) Publication in this instance is for a party whose address is unknown, not a party whose identity is
unknown. (Emphasis added). What is more, how can it be evaluated whether there was a diligent search for the party, if the party is unknown? The chancery court itself conceded that it is unlikely that the donor ever could be hailed before the court. The chancery court also conceded that this donor’s identification likely would never be known. And with an absence of identification, publication practically cannot be effectuated in every case in which a couple utilizes AI to bring a child into the family. Indeed, publication under the statute presupposes that, while one may not know the exact location of the party, one at least knows, at a minimum, the identity of the party. This is not to say that, under these circumstances, service by publication could not be accomplished; it is, however, to say that, as a matter of public policy, we find it unwise to demand that it must be accomplished.
¶27. And so, we ask, would it not be futile for the chancery court to require parties to comply with a statute the chancery court itself admits cannot be satisfied due to reasons beyond the control of the parties? Though this exact question is not before us here, we find it demonstrative of the impracticability and futility of requiring compliance with Section 93-15-107(1)(b) in this context.
¶28. Aside from our determination that anonymous sperm donors, in general, do not possess parental rights in the children conceived through the use of their sperm, we also find that there is no other vehicle which allows us to conclude that the anonymous sperm donor here is Z.S.’s parent. The donor was not married to the mother at the time of Z.S.’s conception or birth, he has not executed a voluntary acknowledgment of paternity, and he has not been adjudicated to be the child’s “natural” father under state law. Miss. Code Ann. § 93-9-28 (Rev. 2013).
¶29. In sum, we find that the chancery court erred in finding that an anonymous sperm donor was Z.S.’s parent whose parental rights had to be terminated. Indeed, we find that there is no legal or policy basis to find that an anonymous sperm donor is a parent in this specific context.
Some thoughts:
- This decision has limited precedential value since it is a plurality decision. But a majority broadly agree that the chancellor erred in ruling that the parental rights of the sperm donor had to be terminated as a prerequisite to a custody contest between the parties, so I would surmise that future litigation over the same issue will result in an outcome similar to this.
- Justice Waller’s separate opinion points out that the legislature needs to address this issue. He’s right, since there is no statute directly on point.
- I am uncomfortable with the language in the opinion that talks about the impracticality of requiring process on the sperm donor. Our court should not put a price, so to speak, on due process. Notice and an opportunity to defend are required in a wide range of cases — including those involving unknown fathers — without regard to the difficulty or impracticality of process. I agree that a sperm donor should not be required to be made a party to the litigation in AI cases; however, impracticality of process would not be a component of my rationale were I called upon to decide the case.
- What cost the plurality a majority is the plurality’s treatment of equitable estoppel in the opinion beginning at ¶30. The dissenters take the position that since the equitable estoppel issue was never squarely presented to the chancellor, it is improper to take it up on appeal. On this I agree with Justice Coleman that it was unnecessary to address it. I would have ended the opinion at ¶29.
- I found it interesting that the fact that this case arose out of a same-gender marriage was only mentioned in passing and played no part in the ultimate outcome. That is an indication that Obergefell has been absorbed into our law.
The Three Types of Process
May 29, 2018 § Leave a comment
When most of us think about process, we think in terms of MRCP 4 process and R81 process. But, in actuality, there are three types.
Process under R4 requires an answer within thirty days or a default judgment may be entered.
Process under R81, however, requires no answer, but the defendant or respondent must appear and defend on the specified day, or a judgment may be entered against him or her. One type of R81 process requires 30 days’ notice returnable to a day certain. The other type requires a minimum of 7 days’ notice. Here are the two categories set out in R81(d):
(1) The following actions and matters shall be triable 30 days after completion of service of process in any manner other than by publication or 30 days after the first publication where process is by publication, to-wit: adoption; correction of birth certificate; alteration of name; termination of parental rights; paternity; legitimation; uniform reciprocal enforcement of support; determination of heirship; partition; probate of will in solemn form; caveat against probate of will; will contest; will construction; child custody actions; child support actions; and establishment of grandparents’ visitation.
(2) The following actions and matters shall be triable 7 days after completion of service of process in any manner other than by publication or 30 days after the first publication where process is by publication, to wit: removal of disabilities of minority; temporary relief in divorce, separate maintenance, child custody, or child support matters; modification or enforcement of custody, support, and alimony judgments; contempt; and estate matters and wards’ business in which notice is required but the time for notice is not prescribed by statute or by subparagraph (1) above.
None of the matters in bold may be taken as confessed. Proof is required. (R81(d)(3)). And that is so even though no answer is required. (R81(d)(4)).
Both types of R81 process require that “summons shall issue commanding the defendant or respondent to appear and defend at a time and place, either in term time or vacation, at which the same shall be heard.” (R81(d)(5)).
If the matter can not be heard on the date set in the process, the matter may be continued to a later date, but the continuance order must be signed by the judge on the set in the process. In this district we refer to that date as the “return day.” Each succeeding continuance order must be signed on the date to which the matter was continued. If the case is continued in this fashion no further process is required. (R81(d)(5)).
Reprise: Probating an Unoriginal Will
May 25, 2018 § 2 Comments
Reprise replays posts from the past that you may find useful today:
LOST WILLS
January 5, 2011 § 4 Comments
Does it ever happen to you that an heir shows up in your office and says something to the effect that “Mom says you kept the original of dad’s will. All we have is this [dogeared, coffee-stained, footprinted] copy,” and hands you a bedraggled handful of papyrus? Well, if it hasn’t, it will.
Of course, you did not retain the original [for you younger attorneys: NEVER keep the original of your client’s will]. So what will you do with this forlorn sheaf?
You will probate it. Yes, probate it. But it’s only a copy, you say; and the original will is required to be produced (See, MCA § 91-7-5, -7 and -31). True. But it is possible to probate a lost or destroyed will.
In the case of Estate of Mitchell, 623 So.2d 274, 275 (Miss. 1993), the court said:
The law regarding admission into probate of a lost will is discussed at length in Warren v. Sidney’s Estate, 183 Miss. 669, 184 So. 806 (1938). Sidney’s Estate sets forth the elements necessary to probate a copy of a lost will are: (1) the proof of the existence of the will; (2) evidence of its loss or destruction; and (3) proof of its contents. Sidney’s Estate, 183 Miss. at 675-76, 184 So. at 807. A fourth element has been added: (4) that the testator did not destroy the will with the intent to revoke it. Robert A. Weems, Wills and Estates § 7-17, p. 216 (1983). This last element, which is most central to this case, arose from the theory that when a will cannot be found following the death of a testator and it can be shown that the testator was the last person in possession of the will, there arises a rebuttable presumption of revocation.
Where a will which cannot be found following the death of the testator is shown to have been in his possession when last seen, the presumption is, in the absence of other evidence, that he destroyed it animo revocandi … 57 Am.Jur., Wills, § 551. Adams v. Davis, 233 Miss. 228, 237, 102 So.2d 190, 193 (1958); Phinizee v. Alexander, 210 Miss. 196, 200, 49 So.2d 250, 252 (1950); Horner, Probate Prac. & Est. § 79 (4th ed.). This presumption extends to all duplicate copies, even executed duplicates. Adams, 233 Miss. at 237, 102 So.2d at 194; Phinizee, 210 Miss. at 199, 49 So.2d at 252; Horner § 79.
The proponent of the will must prove each of these elements by clear and convincing evidence. See Estate of Leggett v. Smith, 584 So.2d 400, 403 (Miss.1991); Estate of Willis v. Willis, 207 So.2d 348, 349 (Miss.1968); Adams, 233 Miss. at 237-38, 102 So.2d at 194. (“The intent to revoke must appear clearly and unequivocally.” Sidney’s Estate, 183 Miss. at 676, 184 So. at 807. “The policy of the law requires such contents to be established by the clearest, most convincing and satisfactory proof.” Robert A. Weems, Wills and Estates § 7-17, p. 216 (1983).
Your petition will have to recite on personal knowledge of the petitioner, or supported by affidavits on personal knowledge, all four of the required factors.
You should probate the lost or destroyed will in solemn form. To do otherwise gives an unfair advantage to the proponent of the missing document. Probate in solemn form also seals off the protests of other interested parties and, as a practical matter, takes you directly to the hearing with notice that you will likely wind up in anyway.
At hearing, you will need to prove your four elements by clear and convincing evidence.
- Proving the existence of the will is not usually much of a problem. You will have that copy, or, if no copy is available, someone with personal knowledge can testify that the will did exist. MRE 1001-1008 would appear to govern the issue. As Rule 1008 states, the issue is for the trier of fact to determine.
- Loss of the will can be proven by testimony that the decedent kept his or her papers in a particular place and that an exhaustive search has not turned it up, or that the cabinet where the will was kept was destroyed by fire, or that it was in a repository that has now vanished.
- The “Dead Man’s Statute” has been supplanted by MRE 803(3), so proof of its contents should not be a major obstacle, so long as there is a witness with personal knowledge.
- And the same hearsay exception would apply to the testator’s destruction or intended revocation.
An interesting wrinkle appears in an ancient case, Vining v. Hall, 40 Miss. 83 (Miss. Err. & App. 1866), that is still good law. In Vining, there was conflicting and inconclusive testimony about the contents of the lost or destroyed will, but no disagreement that it included a revocation clause expressly revoking all prior wills. The court held that the revocation clause was effective despite the fact that the dispositive terms of the will could not be determined. See, Weems, Wills and Administration of Estates in Mississippi, Third Ed., § 7.15.
Coming Soon: No Estate Necessary for Most Wrongful Death Actions
May 23, 2018 § 1 Comment
House Bill 1091, which has been signed by the Governor and takes effect July 1, 2018, amends the wrongful death statute (MCA § 11-7-13) as follows:
Any widow, husband, child, father, mother, sister or brother of the deceased or unborn quick child, or interested party may bring an action pursuant to the provisions of this section outside an estate, regardless of whether there are real or personal assets of an estate.
That should be welcome news to you PI lawyers out there who would prefer to take blood thinners and then dive into a swimming pool full of hungry leeches rather than have to deal with a chancellor.
It is equally welcome news to us chancellors who too often wind up having to chase PI lawyers all over kingdom come to try to get them to tend to their usually delinquent probate matters.







