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Miles v. Miles

Supreme Court of South Carolina
Feb 22, 1994
312 S.C. 408 (S.C. 1994)

Summary

holding "a spouse has not been ‘provided for’ within the meaning of section 62-2-301 unless the decedent considered the surviving spouse in that capacity at the time the will was executed"

Summary of this case from Ward v. Cibinic

Opinion

Opinion No. 24017

Heard January 5, 1994

Decided February 22, 1994 Rehearing Denied March 15, 1994

Appeal From Aiken County Rodney A. Peeples, Judge.

Dennis M. Gmerek, Langley, for appellant. Richard L. Pearce, Aiken, for respondent.


Georgia Mae Hall Miles (Miles) appeals Circuit Court's Order holding that she is not an "omitted spouse" under the Will of Decedent, Grady Miles.

We reverse.

FACTS

Decedent executed a Will on October 26, 1989, leaving his then "friend," Georgia Mae Hall, his automobile and a life estate in his home; the remaining assets were left to his sister and sisters-in-law. Decedent and Miles subsequently married on February 21, 1991. Decedent died on September 21, 1991, never having altered the 1989 Will. Miles instituted this action, claiming entitlement to Decedent's entire estate as an "omitted spouse" under S.C. Code Ann. § 62-2-301(a) (Supp. 1992).

Section 62-2-301 abates the testator's will to the extent necessary to satisfy the surviving spouse's intestate share. See Comments to § 62-2-301 (1987). Here, it is undisputed that had Decedent died intestate, Miles would be entitled to the entire estate as Decedent left no issue.

Probate Court held that Miles was an "omitted spouse." Circuit Court reversed, holding that provision was made for Miles in Decedent's Will, rendering the omitted spouse's statute inapplicable.

ISSUE

Is Miles an "omitted spouse" under § 62-2-301(a) (Supp. 1992)?

DISCUSSION

The Omitted Spouse's statute provides:

(a) If a testator fails to provide by will for his surviving spouse who married the testator after the execution of the will, the omitted spouse, upon compliance with the provisions of subsection (c), shall receive the same share of the estate he would have received if the decedent left no will unless:

(1) it appears from the will that the omission was intentional; or

(2) the testator provided for the spouse by transfer outside the will and the intent that the transfer be in lieu of a testamentary provision is shown by statements of the testator or from the amount of the transfer or other evidence. (Emphasis supplied).

Here, the Will makes provision for Miles by leaving to her Decedent's car and a life estate in his home. The issue then becomes whether this provision suffices to negate application of the "omitted spouse" statute. Although novel to South Carolina, the issue has been addressed by other courts.

Where a testator makes a specific bequest and expresses a clear indication that the bequest is made "in contemplation of marriage," courts generally hold that the subsequent marriage does not operate to revoke the testator's Will. See, e.g., Estate of Nichols, 428 So.2d 372 (Fla.App. 1983); Estate of Bridler, 165 Cal.App.2d 486, 331 P.2d 1028 (1958); Re Simon's Estate, 232 App. Div. 214, 249 N.Y.S. 683, aff'd 257 N.Y. 539, 178 N.E. 785 (1931); Ford v. Greenawalt, 292 Ill. 121, 126 N.E. 555 (1920).

A number of courts hold that, absent an express intent to marry, provision in a Will for one who subsequently becomes a spouse is insufficient to satisfy the omitted spouse's statute. See generally Estate of Ganier, 418 So.2d 256 (Fla. 1982); Estate of Spencer, 60 Haw. 497, 591 P.2d 611 (1979); Estate of Poisl, 44 Cal.2d 147, 280 P.2d 789 (1955); Williams v. Lane, 193 Ga. 06, 18 S.E.2d 481 (1942); Re Bents Estate, 142 Misc. 811, 255 N.Y.S. 538 (1932); Barlow v. Barlow, 233 Mass. 468, 124 N.E. 285 (1913).

We accord with those jurisdictions which hold that, absent specific language in the Will, or sufficient extrinsic evidence that a bequest was made "in contemplation of marriage," a spouse has not been "provided for" under the "omitted spouse's statute."

See, e.g., D'Ambra v. Cole, 572 A.2d 268 (RI 1990); Estate of Day, 7 Ill.2d 348, 131 N.E.2d 50 (1955).

Here, there is no evidence the bequest was made in contemplation of marriage. To the contrary, Miles testified that she had rejected numerous marriage proposals from Decedent, finally agreeing to marriage one year after the Will was executed. Accordingly, the Will makes no provision for Miles in her capacity as a spouse.

CONCLUSION

We hold that a spouse has not been "provided for" within the meaning of § 62-2-301 unless the decedent considered the surviving spouse in that capacity at the time the will was executed. The judgment below is

Reversed.

FINNEY, TOAL and MOORE, JJ., concur.

HARWELL, C.J., not participating.


Summaries of

Miles v. Miles

Supreme Court of South Carolina
Feb 22, 1994
312 S.C. 408 (S.C. 1994)

holding "a spouse has not been ‘provided for’ within the meaning of section 62-2-301 unless the decedent considered the surviving spouse in that capacity at the time the will was executed"

Summary of this case from Ward v. Cibinic

holding a spouse has not been provided for in the absence of specific language in the will or extrinsic evidence a bequest was made in contemplation of marriage

Summary of this case from Green v. Cottrell

agreeing with courts in other states that "absent specific language in the [w]ill, or sufficient extrinsic evidence that a bequest was made ‘in contemplation of marriage,’ a spouse has not been ‘provided for’ under the ‘omitted spouse’s statute’" (footnote omitted)

Summary of this case from Ward v. Cibinic

noting its agreement with those jurisdictions holding "absent specific language in the [w]ill, or sufficient extrinsic evidence that a bequest was made ‘in contemplation of marriage,’ a spouse has not been ‘provided for’ under the ‘omitted spouse’s statute’ "

Summary of this case from Ward v. Cibinic

stating decedent must consider "the surviving spouse in that capacity at the time the will was executed."

Summary of this case from In re Stephenson

stating decedent must consider "the surviving spouse in that capacity at the time the will was executed."

Summary of this case from Stephenson v. Stephenson
Case details for

Miles v. Miles

Case Details

Full title:Irene S. Miles, Fannie Mae Miles and Bernice Miles, Respondents, v…

Court:Supreme Court of South Carolina

Date published: Feb 22, 1994

Citations

312 S.C. 408 (S.C. 1994)
440 S.E.2d 882

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