Cook v. Huff

552 S.E.2d 83, 274 Ga. 186, 2001 Fulton County D. Rep. 2227, 2001 Ga. LEXIS 587
CourtSupreme Court of Georgia
DecidedJuly 16, 2001
DocketS01A0756
StatusPublished
Cited by40 cases

This text of 552 S.E.2d 83 (Cook v. Huff) 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
Cook v. Huff, 552 S.E.2d 83, 274 Ga. 186, 2001 Fulton County D. Rep. 2227, 2001 Ga. LEXIS 587 (Ga. 2001).

Opinions

Carley, Justice.

In February of 1998, Milton Cook suffered a stroke and was unable to return home until July. In August, he executed a new will and died several months later. The will named his widow, Kathleen Cook (Propounder), as executrix, and she filed the document for probate. Mr. Cook and Propounder were married for 53 years and had four children. His three children by a former marriage (Caveators) contested the will on the ground of Propounder’s alleged undue influence. The probate court admitted the will to probate, and Caveators appealed. The case was tried before a jury which returned a verdict for Caveators. Propounder appeals from the judgment entered on the jury’s verdict.

1. Propounder urges that the trial court erred in denying her motions for directed verdict, judgment n.o.v. and new trial.

A trial court may grant a motion for new trial if, in the exercise of its discretion, it finds that a jury’s verdict was against the weight of the evidence. OCGA § 5-5-21. However, when a trial court denies such a motion, the appellate court does not have the discretion to grant a new trial on that ground. “[W]e can only review the evidence to determine if there is any evidence to support the verdict. [Cit.]” Drake v. State, 241 Ga. 583, 585 (1) (247 SE2d 57) (1978). The standard of appellate review of the denial of a motion for new trial on the general grounds is essentially the same as that applicable to the denial of a motion for directed verdict or judgment n.o.v. See Womack v. St. Joseph’s Hosp., 131 Ga. App. 63-64 (1), (2) (205 SE2d 72) (1974), overruled on other grounds, Herr v. Withers, 237 Ga. App. 420, 422 (515 SE2d 174) (1999). The appellate courts “can only set a verdict aside, on evidentiary grounds, as being contrary to law in that it lacks any evidence by which it could be supported.” Gledhill v. Brown, 44 Ga. App. 670, 672 (1) (162 SE 824) (1932). Accordingly, we must decide whether the evidence, when construed most favorably for Caveators, demanded a finding that the will was not the product of Propounder’s undue influence.

Evidence showing only that she had the opportunity to influence her husband and that she receives a substantial bequest under the terms of his will is not sufficient to show that she exercised undue influence over him. Harvey v. Sullivan, 272 Ga. 392, 394 (4) (529 SE2d 889) (2000). However, the question of whether a will is the [187]*187product of undue influence is generally for the factfinder. Mathis v. Hammond, 268 Ga. 158, 160 (3) (486 SE2d 356) (1997). Accordingly, we would reverse the judgment entered on the jury verdict only if this case presents an exception to that general rule. Undue influence “may take many forms and may operate through diverse channels. [Cit.]” Dyer v. Souther, 272 Ga. 263, 264 (2) (528 SE2d 242) (2000). Moreover, its existence and effect can rarely be shown other than by circumstantial evidence. Skelton v. Skelton, 251 Ga. 631, 634 (5) (308 SE2d 838) (1983). Therefore, when a will is contested on the ground of undue influence, the attack may be supported by a wide range of testimony. Dyer v. Souther, supra at 264 (2). Here, there was evidence of pre-existing animosity between Caveators and their stepmother. Cox v. Rutledge, 18 Ga. 294 (1855). In determining whether she exercised undue influence,

so as to substitute her will for that of her husband in his last will and testament, all of the circumstances including the conduct and demeanor of the parties with respect to each other, their comparative ages and mental capacity, and especially any physical and mental infirmity due to advanced age of the husband, may be taken into consideration.

Trust Co. of Ga. v. Ivey, 178 Ga. 629, 641-642 (5) (173 SE 648) (1934). “ ‘[T]he amount of influence necessary to dominate a mind impaired by age or disease may be decidedly less than that required to control a strong mind. (Cits.)’ [Cits.]” Skelton v. Skelton, supra at 634 (5). Mr. Cook was elderly at the time he executed the contested will, he had recently suffered a debilitating stroke and was under medication. Roberts v. Baker, 265 Ga. 902 (463 SE2d 694) (1995). Thus, a lesser degree of influence would be required to overcome his free will. Bowman v. Bowman, 205 Ga. 796, 797 (2) (55 SE2d 298) (1949). There was evidence that Propounder attempted to alienate Mr. Cook from his other family members, especially Caveators, and that she actively encouraged him to execute the new will. Penniston v. Kerri-gan, 159 Ga. 345, 349-351 (125 SE 795) (1924). In fact, she arranged the meeting with the drafting attorney and was present at the execution of the document. Roberts v. Baker, supra. The terms of Mr. Cook’s August 1998 will were inconsistent with his long-standing expression of the testamentary intent to leave equal shares to his wife and children. The new will’s provisions were more generous to Propounder and less beneficial to Caveators than those of his prior will. Roberts v. Baker, supra. “‘[I]t is always proper to inquire whether the provisions of the will are just and reasonable, and in accord with the state of the [testator’s] “family relations or the con[188]*188trary.” [Cits.]’ ” Knox v. Knox, 213 Ga. 677, 681 (3) (101 SE2d 89) (1957). Although this evidence did not demand a finding that the will was the product of Propounder’s undue influence, it was sufficient to authorize the submission of that question to the jury Dyer v. Souther, supra at 264 (2); Roberts v. Baker, supra at 904 (2); Skelton v. Skel-ton, supra at 633 (5). Because the evidence did not demand a contrary verdict to that returned by the jury’s verdict in favor of Caveators, the trial court correctly denied Propounder’s motions for directed verdict, judgment n.o.v. and new trial.

2. Propounder enumerates as error the denial of her motion in limine seeking to exclude evidence of other transactions either conducted by Mr. Cook personally or involving him. She contends that the evidence was not relevant. As previously noted, however, the jury is permitted to consider a broad range of circumstantial evidence in connection with the trial of a will contest involving the allegation of undue influence. Dyer v. Souther, supra at 264 (2).

“[I]t is proper on an issue of this kind to consider the testator’s dealings and associations with the beneficiary of his bounty; his habits, motives, feelings; his strength or weakness of character; the reasonableness or unreasonableness of the will; his mental and physical condition at the time the will was made; his manner and conduct; and generally every fact which will throw any light on the issue raised by the charge of undue influence. [Cit.]” [Cit.]

Stephens v. Brady, 209 Ga. 428, 433 (2) (73 SE2d 182) (1952). Considering the breadth of evidence admissible in support of a claim of undue influence, the trial court properly denied Propounder’s motion in limine.

3.

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Bluebook (online)
552 S.E.2d 83, 274 Ga. 186, 2001 Fulton County D. Rep. 2227, 2001 Ga. LEXIS 587, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cook-v-huff-ga-2001.