Coates v. Thompson

666 S.W.2d 69, 1983 Tenn. App. LEXIS 665
Court of Appeals of Tennessee·Decided August 25, 1983·Published·Cited by 7 cases

Opinion

OPINION

CONNER, Judge.

This is a will contest.

Defendant-appellee, Bobby Leon Thompson (Graves),1 the illegitimate son of the decedent, John G. Graves, seeks to have a document purporting to be his father’s will declared invalid on the ground of forgery. Should he succeed Mr. Thompson would, as the only child of a deceased father who never married, inherit decedent’s entire estate under the statute of descent and distribution. However, if the will is declared genuine, the proponents of the will would take the estate, consisting solely of 125 acres of realty, as legatees thereunder. The lower court entered judgment on a jury verdict finding that the purported will was, in fact, a forgery. Plaintiff appeals contending the trial court’s exclusion, as improper rebuttal and hearsay, of certain evidence regarding why suspicious markings may have appeared on the document coupled with a jury instruction which placed on the executrix the burden of explaining any suspicious markings on the will constituted reversible error.

The testator, John G. Graves, died on October 5, 1972. Nearly eight years later, on July 17, 1980, Aliene Coates, Mr. Graves’ niece and substitute executrix of [71] his estate, offered for probate in the County Court for Sumner County a document alleged to be Mr. Graves’ will. The one page handwritten instrument was dated March 2, 1953, and was subscribed “John G. Graves.” It was purportedly witnessed by William Rippy and America Rippy. Lat-tie Graves, the decedent’s brother, was named as executor but was unable to so serve by reason of his death on October 7, 1975. Lattie Graves’ daughter, Mrs. Al-iene Coates, was substituted as executrix.

Mrs. Coates’ petition for admission of the will to probate stated that:

... the reason for the late probate of this Will is that it ... has just been discovered in some old papers in an old trunk.

After a hearing, the probate court ordered the document admitted to probate as the last will and testament of John G. Graves.

The next day, on July 18, 1980, Bobby Leon Thompson, defendant herein, filed a suit in chancery court alleging that he was the illegitimate son of John G. Graves. The chancellor held that Mr. Thompson had by clear and convincing proof established himself to be the illegitimate son of John G. Graves for purposes of intestate succession. Thereafter, this court affirmed, 627 S.W.2d 376, and our supreme court denied an application for permission to appeal. Of course, that judicial declaration of paternity gave defendant standing to bring the instant action.

On April 3, 1981, Mr. Thompson instituted the present suit by filing a petition contesting the purported will in the county court. On March 19, 1982, the issue of devisavit vel non was certified to the circuit court. After a jury trial, that court entered judgment on the verdict specifically decreeing that:

... the purported Will of the late John G. Graves is a forgery, and, is therefore, null and void and of no force and effect.

Plaintiff’s motion for a new trial was overruled and she now appeals.

Specifically, the executrix here contends that the trial court committed reversible error (1) in refusing to admit into evidence rebuttal testimony of Willie Graves together with documentary exhibits thereto tending to explain the presence of foreign markings on the will, and (2) in charging the jury that the burden of proof shifted to the proponent where the physical condition of the purported will itself excites suspicion of forgery. In order to determine whether the trial court erred and, if so, whether that error was harmless or reversible, we must review the proof.

Plaintiff’s first witness was America Rip-py Borders, a long-time neighbor and friend of John Graves. She testified that her husband, William Rippy, died in 1969; that she and her husband witnessed decedent’s will at his request; that she recognized the document propounded as Mr. Graves’ will as the one she had signed; that she was familiar with her husband’s signature and the signature of the testator; and that in her opinion all signatures on the will were genuine.

Plaintiff’s next witness, Thena Graves, niece of the testator by marriage, testified that she drafted the will in question at the request of John Graves in the early 1950’s; that John Graves at that time lived with his brother, Lattie Graves; that the testator explained his wishes to her and controlled the wording of the will; that after she finished drafting the will, Mr. Graves told her he was going to have America and William Rippy witness the will for him; and that she recognized the propounded will as the one she had drafted for decedent.

Next, Willie Lee Graves, a minister who now lives in Bowling Green, Kentucky, testified that he is the son of Lattie Graves and a nephew of the testator; that he found the disputed will in an old green metal trunk that his mother used to store important papers; that there were other old documents in the trunk, e.g., deeds, tax receipts, birth certificates; and that he had seen the will prior to decedent’s death. Regarding identification of the will Willie Graves testified:

[72] Q. Did you ever talk to John Graves about a Will prior to his death?
A. Yes, sir.
Q. Did he tell you that he had one?
A. Yes, sir.
Q. Did you at any time prior to his death see that Will?
A. Yes, sir.
Q. Would you describe the circumstances under which you saw that Will?
A. Well, I went back up to my father’s home and my mother. I wanted to see the Will. My mother went and got it out of the trunk and we stood in the hall at the house there. I looked at the Will and read it.
Q. In time frame, in relation to John Graves’ death, can you recall when it was? Was it prior to his death?
[[Image here]]
A. Yes, it was before his death.
Q. Do you recall how long prior to his death?
A. I would say it was probably fifteen years before his death.
[[Image here]]
Q. Now, I’ll ask you to look at this. Can .you identify that?
A. Yes, sir.
Q. What is that?
A. That’s the Will that I read when my mother showed it to me.

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Coates v. Thompson, 666 S.W.2d 69, 1983 Tenn. App. LEXIS 665 (Tenn. Ct. App. 1983).

666 S.W.2d 69 (Coates v. Thompson) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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