Baxter v. Peters

373 S.W.3d 340, 2009 Ark. App. 807, 2009 Ark. App. LEXIS 988
CourtCourt of Appeals of Arkansas
DecidedDecember 2, 2009
DocketNo. CA 09-594
StatusPublished
Cited by1 cases

This text of 373 S.W.3d 340 (Baxter v. Peters) is published on Counsel Stack Legal Research, covering Court of Appeals of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baxter v. Peters, 373 S.W.3d 340, 2009 Ark. App. 807, 2009 Ark. App. LEXIS 988 (Ark. Ct. App. 2009).

Opinion

DAVID M. GLOVER, Judge.

1, This is a will contest. Appellants, Robert Wayne Baxter, Sr., Randy Baxter, Beverly Robertson, and Tona Coleman, are the grandchildren of Leathel Baxter, and appellee David Peters is the executor of Ms. Baxter’s estate. Appellants appeal from the trial court’s order that found their grandmother’s will to be valid and admitted it to probate. They contend that the trial court erred in determining that the statutory formalities for executing a will were satisfied. In particular, they contend that the trial court erred both in refusing to direct a verdict in their favor when the executor failed to produce two living attesting witnesses at the hearing and in concluding there was substantial compliance with the statutory requirements for witnessing the execution of the will. We affirm.

\<¿The executed will

Ms. Baxter’s will left bequests of $1,000 each to three of her grandchildren (Tona, Randy, and Beverly); $10,000 to one of her grandchildren (Robert Wayne Baxter); $1,000 each to three cemeteries (Locke Cemetery Fund, Pope Cemetery Fund, and Cain Cemetery Fund); and the remainder of her estate to the National Cemetery in Fort Smith, Arkansas. Her will was signed by Ms. Baxter and three witnesses: Carl Creekmore, Sr., who died prior to Ms. Baxter; Morril Harriman; and Susie Parnell. The will contained a “Proof of Will,” in regular form, in which all three witnesses stated on oath that the testatrix, in their presence, signed the instrument or acknowledged her signature to it, declared the instrument to be her will, and requested them to attest her execution of it. They further swore that they signed their names in the testatrix’s presence as attesting witnesses, and that she appeared to be eighteen years of age or older, of sound mind, and acting without undue influence, fraud, or restraint. The proof of will was notarized by Cindy Win-born and dated August 23,1995.

Appellants responded to requests for admission, admitting in part “that at the time the will admitted to probate was executed, it was executed in the presence of Carl Creekmore, Morril Harriman and Susie Parnell”; “that at the time of the execution of the will of Leathel Baxter admitted to probate herein, that each of the witnesses, in the presence of each other, signed a proof of will wherein each of said witnesses swore that said testatrix appeared to be eighteen years of age or older, of sound mind and acting without undue influence, fraud or | ?,duress, before Cindy Winborn, a duly commissioned and acting Notary Public”; and “that the proof of the will admitted to probate herein was made by said witnesses in good faith.” At the outset of the hearing, the parties stipulated that the will was signed by Ms. Baxter and Judge Carl Creekmore; also by stipulation, they admitted the deposition of Morril Harriman.

The Contested Proof

By his deposition testimony, Mr. Harri-man explained that in 1995 he practiced law in Van Burén, Arkansas, in a suite of offices at which Carl Creekmore, a former judge, also practiced law. He said that Cindy Winborn served as secretary to him and Creekmore; and that a third attorney, Ray Hodnett, also practiced there and whose secretary was Susie Parnell, one of the attesting witnesses. He stated that to the best of his knowledge, after twelve years, the proof of will truly reflected what occurred; that he did not have an independent recollection of the events, but that he had no reason to believe that the proof of will was not true; and that the proof of will reflected the normal course of action concerning the execution of wills in that office.

Cindy Winborn, the notary, testified for appellees that she was secretary for Judge Creekmore and Morril Harriman in 1995; that she remembered Ms. Baxter’s name, but would not be able to identify her face; that she probably typed the will; that she notarized the proof of will and that Ms. Baxter was still in the office when she did so; that Judge Creekmore, Morril Harri-man, and Ray Hodnett were the attorneys in those offices at that time; that Carl Creekmore, Jr., the judge’s son, was not a part of the office in 1994 or 1995; [4that Susie Parnell was also a notary; that she believed this will was handled in a similar manner to the regular practice in the office; that Judge Creekmore was a stickler for details; that all of the persons listed on the proof of will signed at the time the will was executed; that she would not have notarized it if they had not all been present; and that even though she had no specific memory of this situation, she had no reason to believe that normal procedure was not followed.

At the conclusion of appellee’s presentation of evidence, the trial court noted that the entire file in the case was part of the record and would be reviewed.

Appellee rested and appellants moved to dismiss, contending that the statutory proof of formalities had not been established because the executor had not presented the testimony of both of the living witnesses, and the only attesting witness who testified had stated he did not specifically recall this event. The trial court overruled the motion.

Appellants presented Carl Creekmore, Jr., who testified that he practiced with his father from 1976 to 1983, and that his father would sometimes have witnesses sign wills outside the presence of the testator.

David Peters testified that his brother, Bill, was the executor in Ms. Baxter’s prior will; that she and Bill decided she needed another will in 1995; that Bill called him and asked him to serve as executor on the new will; that Ms. Baxter told him she accepted him (David) as her executor; that Ms. Baxter was “fearful of her grandchildren getting ahold of her funds”; that she did not trust them; that in 1995, he, Bill, and Ms. Baxter went to Judge Creek-more’s lsoffice where the will at issue was drafted and executed; that he sat next to Ms. Baxter and heard her tell Judge Creekmore exactly what she wanted in the will; that he did not benefit financially from any of Ms. Baxter’s financial dealings; that the bequeath to the National Cemetery was her decision, he had nothing to do with it; and that his dad and Ms. Baxter’s husband were “blood relatives.”

Appellant Beverly Baxter Robertson testified that Ms. Baxter was her grandmother; that there are three other grandchildren; and that Ms. Baxter had one child.

Ray Hodnett testified that he is an attorney and has practiced since 1973; that he shared an office with Judge Creekmore and Morril Harriman [in 1995]; that Judge Creekmore was only in the office about half a day; that the only thing he ever saw Creekmore do was wills; that Susie Parnell is Hodnett’s secretary; that she has been with him twenty-eight years; that he started noticing Creekmore doing wills because Creekmore had a “one-stop deal”; that he would see clients go back with the judge; that “pretty soon” Cindy Winborn (Harriman’s secretary) would go into the office; that she would leave and then she would come back with a document; that on at least one occasion, he (Hodnett) signed a will when the testator and other witnesses were not present; and that while he was part of those offices, he did not observe everybody gathering in the judge’s office with the testator and signing the will in the testator’s presence.

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Cite This Page — Counsel Stack

Bluebook (online)
373 S.W.3d 340, 2009 Ark. App. 807, 2009 Ark. App. LEXIS 988, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baxter-v-peters-arkctapp-2009.