In Re Estate of Calvin Leroy Whitehead

Case Number
M2023-01180-COA-R3-CV

After the death of Calvin Leroy Whitehead, his daughter, Regina Whitehead, petitioned to probate the decedent’s December 2015 will and for permission to sell the decedent’s residence. The probate court admitted the will to probate and letters testamentary were issued to Ms. Whitehead as the executrix. The court also granted permission to sell the residence. Thereafter, the decedent’s step-niece, Elizabeth Otto, filed an intervening petition to probate a purportedly more recent will, from March 2016. The estate answered the petition, alleging fraud and, in its amended answer, requested attorney’s fees in defending the petition. The estate then filed a motion to dismiss on the grounds that the proffered will was a copy, with no explanation as to the absence of the original, that the post-death affidavits were not valid. The day before her scheduled deposition, Ms. Otto filed a notice of voluntary nonsuit of her petition. The estate responded by moving for an assessment of attorney’s fees and costs against Ms. Otto. The trial court then issued an order that dismissed Ms. Otto’s petition and denied the estate’s motion for attorney’s fees in defending the intervening petition. The estate appeals, arguing that the request for attorney’s fees in its motion to dismiss is a claim for affirmative relief that survives the dismissal. The estate also requests attorney’s fees under alternative legal grounds. For the reasons below, we affirm the trial court’s dismissal of the intervening petition and, finding no abuse of discretion, affirm the denial of attorney’s fees. We also deny the estate’s post-appeal Tennessee Rules of Civil Procedure Rule 11 motion for sanctions, as well as Ms. Otto’s claim for attorney’s fees incurred in this appeal.

Authoring Judge
Presiding Judge Frank G. Clement Jr.
Originating Judge
Judge Tolbert Gilley
Date Filed
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