Bishop v. Kenny

466 S.E.2d 581, 266 Ga. 231, 96 Fulton County D. Rep. 603, 1996 Ga. LEXIS 68
CourtSupreme Court of Georgia
DecidedFebruary 12, 1996
DocketS95A1515
StatusPublished
Cited by7 cases

This text of 466 S.E.2d 581 (Bishop v. Kenny) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bishop v. Kenny, 466 S.E.2d 581, 266 Ga. 231, 96 Fulton County D. Rep. 603, 1996 Ga. LEXIS 68 (Ga. 1996).

Opinion

Hines, Justice.

May Madison Bishop died on March 1, 1993, at the age of 86. In a will, executed on June 5, 1990, she bequeathed her entire estate to her niece, Pauline Kenny (Kenny). When Kenny offered the will for probate in solemn form, the testatrix’s granddaughter and legal guardian, Mary Anton Bishop (Bishop), filed a caveat to the probate of the will, alleging that it was the product of the undue influence of Kenny, and that the testatrix lacked testamentary capacity at the time the will was executed. After a bench trial, the probate court determined that the evidence established that the testatrix had testamentary capacity when she executed the 1990 will, and ordered that it be probated in solemn form. Bishop appeals the probate court’s order denying her caveat.

1. Contrary to Bishop’s assertions, the probate court did not err by excluding testimony regarding Bishop’s reasons for becoming the testatrix’s guardian two years after the execution of the 1990 will. Bishop argued that the testimony was admissible to establish the testatrix’s mental capacity at the time the will was executed. “[T]estimony relating to a reasonable period of time before and after the execution of the will may be introduced to show the testator’s state of mind at the time of execution.” Estes v. Perkins, 239 Ga. 636 (3) (238 SE2d 423) (1977). The probate court admitted expert testimony that the testatrix was diagnosed with degenerative dementia approximately three months after the execution of the will. However, testimony concerning the testatrix’s diminished mental capacity two years after the execution of the will was too remote. See Estes, supra (testimony regarding mental condition of testator four months after execu *232 tion of the will deemed too broad a line of inquiry).

2. Bishop contends that the probate court erred in excluding testimony concerning the source of and history surrounding the testatrix’s real property. This Court has long held that:

where there is an issue of fact as to the testamentary capacity of the maker of a will, evidence showing the source from which property disposed of by the will came into the decedent’s possession is relevant and material to show whether the provisions of the will are just and reasonable, and accord with the state of the testator’s family relations.

Cook v. Sheats, 222 Ga. 70, 73 (148 SE2d 382) (1966). The record shows that the probate court received testimony that the real property involved was purchased by the testatrix and her husband as part of a larger parcel of property. Other testimony admitted established that the testatrix and her husband divided the larger parcel and deeded a lot to their son, and later deeded a lot to their grandson. The transcript of the trial indicates that Bishop sought to introduce testimony concerning her belief that she and her brother were going to receive the testatrix’s real property. Since that testimony concerned neither the source of the testatrix’s property, nor the testamentary capacity of the testatrix at the time she executed the will, the probate court did not err in excluding the testimony as irrelevant.

3. Bishop also contends that the probate court erred in excluding testimony regarding the existence and contents of a prior will in which she claims the testatrix bequeathed her estate to her son, and then to her grandchildren. This contention fails.

The attorney who drafted the 1990 will testified that he destroyed the original of a prior will of the testatrix, but retained a copy of the prior will in his files. He produced the copy of the will for the court, and testified that the testatrix, in the prior will, left her entire estate to her husband, and if he predeceased her, then to her son. Bishop sought to introduce testimony about an alleged “second” prior will, which purportedly made a substantially different disposition of the testatrix’s estate than the other prior will and the 1990 will. However, the record in no way indicates that Bishop tendered the second prior will, or explained its absence. Accordingly, the probate court sustained Kenny’s “best evidence rule” objection and disallowed the proffered testimony.

It is true that this Court has encouraged admitting a “wide latitude” of evidence where a testatrix’s mental capacity to make a will is in question, or the issue of undue influence has been raised. Ambler v. Archer, 230 Ga. 281, 291 (196 SE2d 858) (1973).

*233 If it can be said that evidence of a prior will in any manner tends to throw light on the mental capacity of the testatrix at the time she executed the will in question or on the question of undue influence in procuring the subsequent will then evidence as to such prior will would certainly be admissible.

Ambler, supra at 291. However, Ambler did not create an exemption to all requirements of admissibility respecting prior wills.

OCGA § 24-5-4 requires that “[t]he best evidence which exists of a writing sought to be proved shall be produced, unless its absence shall be satisfactorily accounted for.” This rule is applicable “only where the contents of the writings are in issue.” Pryor v. State, 238 Ga. 698, 707 (234 SE2d 918) (1977). See also Young v. State, 226 Ga. 553 (176 SE2d 52) (1970). Although Bishop did not seek to introduce testimony about the alleged second prior will to establish the testatrix’s testamentary disposition, the contents of this alleged prior will were nonetheless placed in issue by Bishop. Counsel for Bishop specifically questioned witnesses concerning the contents of the alleged prior will. Accordingly, Bishop was required to either produce the will or satisfactorily explain its absence. See Webster v. Brown, 213 Ga. App. 845, (4) (446 SE2d 522) (1994) (contents of document determined to be at issue, and invocation of the best evidence rule applicable, where witness questioned respecting the contents of the document). Because Bishop did neither, the probate court did not err in excluding the testimony.

4. Bishop lastly contends that the evidence overwhelmingly supported a finding of lack of testamentary capacity and undue influence by Kenny. We disagree.

(a) As evidence of the testatrix’s contended mental incapacity, Bishop, her brother, her former husband, and a family friend all testified that the testatrix was forgetful and exhibited repetitive mannerisms both before and after execution of the 1990 will. Kenny agreed. Dr. Emmett Bishop, a psychiatrist, testified that, on August 30,1990, he diagnosed the testatrix as having primary degenerative dementia and generalized anxiety disorder. He opined that she may have been in that same clinical state as long as six months prior to diagnosis. However, he also acknowledged that the testatrix could have made reasoned decisions during June of 1990.

In support of probate of the 1990 will, numerous family members and friends testified that in the month preceding the execution of the will they conversed with the testatrix at her son’s funeral.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re: Estate of Toonkeo Flournoy
Court of Appeals of Georgia, 2024
In re Estate of Walker
315 Neb. 510 (Nebraska Supreme Court, 2023)
Horton v. Hendrix
662 S.E.2d 227 (Court of Appeals of Georgia, 2008)
Dyer v. Dyer
566 S.E.2d 665 (Supreme Court of Georgia, 2002)
Brooks v. Julian
523 S.E.2d 862 (Supreme Court of Georgia, 1999)
Johnson v. State
497 S.E.2d 666 (Court of Appeals of Georgia, 1998)

Cite This Page — Counsel Stack

Bluebook (online)
466 S.E.2d 581, 266 Ga. 231, 96 Fulton County D. Rep. 603, 1996 Ga. LEXIS 68, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bishop-v-kenny-ga-1996.