Blackburn v. Blackburn

253 S.W.3d 603, 2007 Tenn. App. LEXIS 692
CourtCourt of Appeals of Tennessee
DecidedNovember 14, 2007
StatusPublished
Cited by11 cases

This text of 253 S.W.3d 603 (Blackburn v. Blackburn) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Blackburn v. Blackburn, 253 S.W.3d 603, 2007 Tenn. App. LEXIS 692 (Tenn. Ct. App. 2007).

Opinion

OPINION

HOLLY M. KIRBY, J.,

delivered the opinion of the Court,

in which ALAN E. HIGHERS, J., and DONALD P. HARRIS, SR. J., joined.

This is a will contest. The decedent, who had three grown children, died after a [605]*605long illness. Two of his children filed a petition to administer the decedent’s intestate estate as co-administrators. During the ensuing two years, the third child lived part-time in the decedent’s home. When it was discovered that some personal property in the decedent’s home was missing, the co-administrators filed a petition against their sibling to recover it as property of the estate. The third child filed a counterclaim, seeking to probate as the decedent’s last will and testament a handwritten document that was drafted and executed about eight hours before the decedent’s death. The co-administrators contested the purported will. After a jury trial, the jury returned a verdict finding that the handwritten document was “not a will.” The trial court entered judgment on the verdict. The will proponent now appeals. We affirm, concluding that the validity of the will was a fact question for the jury, that the trial court did not abuse its discretion on the evidentiary issues presented, and that the jury’s verdict is supported by material evidence.

Decedent Troy G. Blackburn (“Decedent”) was a widower. He had three grown children, Petitioners/Appellees Troy “Terry” Blackburn (“Terry”), Bobbie Ellis (“Bobbie”), and Respondent/Appellant Herbert Fred Blackburn (“Freddy”). The Decedent lived in a home on approximately forty-eight acres in Coffee County, Tennessee. He owned an excavating business called “Troy Blackburn and Son Excavating;” son Terry worked in this business with his father for several years.

About a year before his death, the Decedent was diagnosed with cancer. As his health deteriorated, he was hospitalized. After a time, the Decedent was discharged to his home, where he received hospice care. Freddy lived with the Decedent for a period of time before his death, but also maintained an independent residence at 1476 Mt. View Road.

On September 20, 2002, the day before he died, the Decedent was visited at various times by all three of his children. Around 5:00 p.m. that evening, while Freddy was present and Terry and Bobbie were away, the Decedent wrote the following on a piece of paper: “Freddy can do what ever he (Freddy) wants to with everything after I pass.” The Decedent signed and dated the paper, and his signature was witnessed by the Decedent’s friends, Timothy Grosch and Barbara Lowery.

Later that evening, Freddy mentioned the handwritten document to Terry and Bobbie referring to it as their father’s will. However, neither Terry nor Bobbie read the document at that time. Around 1:00 a.m. the next morning, on September 21, 2002, the Decedent died. At his death, the Decedent owned his residence in Coffee County, valued at $96,800, two checking accounts worth about $23,932, and other personal property.

After the Decedent’s death, Terry and Bobbie went to their father’s home to inventory his valuables. They found the home in disarray and the Decedent’s wall safe unlocked, open, and empty. Terry and Bobbie knew that Freddy had possession of their father’s wallet, which contained the combination to the safe, and that the contents of the safe had included heirloom jewelry, guns, and a considerable amount of cash.

Terry and Bobbie asked Freddy to give them the document their father had written the night before he died, which Freddy had referred to as the Decedent’s will, for purposes of probating their father’s estate. Freddy refused to do so. On October 2, 2002, Terry and Bobbie petitioned the trial court to be co-administrators of the Decedent’s intestate estate. By letter dated [606]*606November 26, 2002, counsel for Terry and Bobbie wrote Freddy a letter demanding that he cease and desist using the Decedent’s property as his own, and seeking information on the whereabouts of the contents of the Decedent’s wall safe. The letter informed Freddy that, if the parties could not agree on a division of the Decedent’s property, then the property would be sold and the proceeds divided.

A year and a half later, on April 30, 2004, Terry and Bobbie, as co-administrators of the Decedent’s estate, filed a lawsuit against Freddy to recover over $40,000 worth of personal property belonging to the estate. On August 9, 2004, Freddy filed an answer to the complaint, as well as a counterclaim seeking to probate the handwritten paper signed on September 20, 2002, as their father’s last will and testament. On September 8, 2004, Terry and Bobbie (collectively, “Plaintiffs”) filed a complaint to contest the will proffered by Freddy (“Defendant”).

On March 8, 2005, a jury trial was held, Judge Jerry Scott presiding. During the course of the trial, the original document purporting to be the Decedent’s last will and testament was made a part of the record. However, when court reopened after a lunch recess, the document was missing. A copy of the document had been filed with the court clerk’s office, so the trial proceeded with the copy. Later in the day, it was disclosed that at least two jurors had reported that they had seen Freddy fold up the original document and take it with him when he left the witness stand prior to lunch. At that point, Judge Scott declared a mistrial.

After the mistrial was declared, Terry and Bobbie filed another motion to dismiss Freddy’s petition or to prohibit the use of the copy of the will in place of the original. Freddy then filed a motion for summary judgment as to the validity of the will, attaching to his motion an affidavit, the previous trial testimony of witnesses to the will, and a statement of undisputed facts. Freddy also filed a motion to exclude the testimony of the jurors who claimed that they saw him take the original will document from the witness stand during the first trial. On September 26, 2005, the trial court denied the Plaintiffs’ motion to dismiss or to prohibit use of the copy of the purported will. It also denied Freddy’s motion for summary judgment and his motion to exclude the testimony of the jurors who observed him taking the will from the witness stand. Thereafter, Freddy filed a motion asking Judge Scott to recuse himself from the case, based on comments Judge Scott made in connection with the missing will document. The motion to recuse was granted.

At that point, Judge L. Craig Johnson, who had returned from military service, began presiding over the case. The parties filed renewed motions, asking Judge Johnson to reconsider Judge Scott’s denial of their motions. On March 7, 2006, Judge Johnson entered an order declining to reconsider Judge Scott’s decisions.

On March 7, 2006, the second jury trial commenced. The jurors heard testimony from Terry, Bobbie, Freddy, and various friends and neighbors of the Decedent.

At the outset, the jurors heard the testimony of Barbara Lowery (Tucker) (“Lowery”), a friend of the Decedent who witnessed his execution of the purported will. Lowery became friends with the Decedent around 1998 and often spoke with him about family matters and other such things. In one conversation, Lowery specifically talked with the Decedent about the manner in which he wished to dispose of his property at his death. Lowery said that the Decedent indicated to her that Terry and Bobbie did not need anything, and that he planned to sell his property [607]*607and leave all the money to Freddy.

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Cite This Page — Counsel Stack

Bluebook (online)
253 S.W.3d 603, 2007 Tenn. App. LEXIS 692, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blackburn-v-blackburn-tennctapp-2007.