Alden v. Lewis

160 So. 2d 181, 248 Miss. 663, 1964 Miss. LEXIS 289
CourtMississippi Supreme Court
DecidedFebruary 3, 1964
DocketNo. 42764
StatusPublished
Cited by2 cases

This text of 160 So. 2d 181 (Alden v. Lewis) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alden v. Lewis, 160 So. 2d 181, 248 Miss. 663, 1964 Miss. LEXIS 289 (Mich. 1964).

Opinion

Jones, J.

Appellant was the contestant and appellees were proponents of the will and a codicil of Miss Kate A. Skip-with. The issues were: (1) Lack of mental capacity, and (2) undue influence. Both instruments were admitted to probate in common form. Thereafter the contest was filed.

A jury was empaneled but after the taking of evidence was concluded, the chancellor peremptorily instructed the jury to find for the proponents. For the reasons hereafter shown, we affirm.

I.

The testatrix executed her will on December 18, 1957. On May 29, 1958, she duly executed a codicil which specifically referred to her will of December 18, 1957, and amended Item No. 3 thereof, giving a clear and logical reason for its amendment.

Miss Skipwith was about 90 years of age at the time of execution of the will. She had inherited her estate from a half-sister and a half-brother. The contestant was a niece of the half-blood. The testatrix had never married.

There was a great amount of testimony as to her mental capacity, but the overwhelming weight of the [667]*667evidence was there was no incapacity. However, whether there was sufficient proof to the contrary to make it a jury issue has given us great concern in view of the decisions of this Court in such cases as Barnett v. Barnett, 155 Miss. 449, 124 So. 498; Ward v. Ward, 203 Miss. 32, 33 So. 2d 294; Maguire v. Carmichael, 240 Miss. 732, 128 So. 2d 581; Scally v. Wardlaw, 123 Miss. 857, 86 So. 625, and others.

In the will the greater portion of the estate was left in trust for the benefit of the Buie Museum at Oxford, which had been established from monies devised by, and at the request of,- Miss Mary Buie, testatrix’s half-sister. Testatrix’s attorney, Phil Stone, her good friend, Will Lewis, and another friend, Mrs. Anna Wright Purser, were named as trustees to manage the trust, and were to serve without compensation. The Mayor of Oxford and his successors were to serve as trustee by virtue of the office.

Having no substantial direct evidence bearing on the issue of undue influence, the appellant relies almost wholly upon the principle that where a confidential relation exists between the testatrix and a beneficiary under the will and the beneficiary has been actively concerned with the preparation or execution of it a presumption arises that the beneficiary has exercised undue influence. Croft v. Adler, 237 Miss. 713, 115 So. 2d 683.

Conceding for the moment a confidential relationship, neither Mr. Stone nor Mr. Lewis received any benefits as a beneficiary. Mr. Lewis was named executor but the fees as executor are fixed by the court within the limits set by law. Mr. Stone was not named in the will as attorney for the executor, but, if so, his fees would be fixed on proof by the chancellor. They both were to serve as trustees without compensation.

The rule as stated in Page on Wills, Bowe-Parker Revision, Sec. 29.98, p. 626, is:

[668]*668“The fact that the attorney who draws the will is named as executor does not raise a presumption of undue influence. This result may be justified, in theory at least, upon the ground that the executor gains no financial benefit by reason of his position, since his fees are only lawful compensation for his services, and for the risk which he undertakes. It is true that this assumption is false in many cases, as the compensation is greatly in excess of the fair value of the work done, but the court cannot be expected to recognize this fact, since the commissions and fees are fixed by statute, and there has thus been a legislative determination that the fees are a fair compensation for services. Since additional compensation is given for services not fairly contemplated, a provision in the will for such additional compensation as may be just, does not raise a presumption of undue influence. If property is devised to the executor upon a secret trust, his act in filling a declaration of trust, together with the will, is said to prevent a presumption of undue influence.

“The same principle applies where the party who draws the will is made executor and trustee, or trustee.

“In some cases, however, the fact that the trustee is given wide powers and is to receive a large compensation for his services has caused the courts to hold that he was in fact a beneficiary, and that a presumption of undue influence arose if it was shown that he drew the will.

“The fact that the person who draws the will is a stockholder and officer in a bank which is appointed trustee, or an officer of a charitable corporation which is a beneficiary under the will, of a member of a church which is a beneficiary, does not raise a presumption of undue influence.”

In this case the parties accused of undue influence received no benefits. The evidence shows Miss Skipwith conferred with them separately — one was a business [669]*669man, her good friend and neig’hbor, and the other an attorney who had represented her in other matters for many years. She had the benefit of advice from each, independent of the other.

There are a number of assignments of error but in view of the actual basis of this decision, we find it unnecessary to detail the evidence or to enumerate and pass upon the other assignments as neither would harmfully affect the next issue.

We are deciding the case on the ground that there was no evidence, and certainly no substantial evidence, of undue influence in the preparation and execution of the codicil on May 29, 1958, nor of mental incapacity at that time, and this renders it unnecessary to actually determine whether the evidence on mental capacity and undue influence in the execution of the will of December 18, 1957 was sufficient to go to the jury. As stated, the will and codicil were admitted to probate in common form, the record of which was first introduced to make a prima facie case for proponents. Contestant then presented her evidence but presented no substantial evidence as to the invalidity of the codicil. The attorney, the executor and one of the witnesses (the other being in Alaska) testified as to the mental capacity of Miss Skipwith at the very time of the execution of the codicil and as to its due execution. We agree with the chancellor that there was no proof to the contrary.

Under such facts the case of Hogan, et al v. Walter Sillers, Administrator, etc., decided April 1, 1963, reported in 246 Miss. 574, 151 So. 2d 411, is applicable. There this Court said:

“The general rule prevailing in a majority of states is that a properly executed codicil operates as a republication of an earlier will or codicil no matter what defects may have originally existed in the execution of the earlier document. This broad rule is supported by cases from at least twenty-two jurisdictions. 21 A.L.R. 2d [670]*670822; This Court has not passed upon this question but 'we áre of the opinion that the general rule just stated, and which is supported by the great weight of authority elsewhere, is sound and should be adopted. In the case of Taft v. Sterns, 234 Mass. 273, 125 N.E.

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Bluebook (online)
160 So. 2d 181, 248 Miss. 663, 1964 Miss. LEXIS 289, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alden-v-lewis-miss-1964.