Fahringer v. Pierce

475 P.2d 732, 13 Ariz. App. 247, 1970 Ariz. App. LEXIS 805
CourtCourt of Appeals of Arizona
DecidedOctober 27, 1970
DocketNo. 1 CA-CIV 1103
StatusPublished
Cited by1 cases

This text of 475 P.2d 732 (Fahringer v. Pierce) is published on Counsel Stack Legal Research, covering Court of Appeals of Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fahringer v. Pierce, 475 P.2d 732, 13 Ariz. App. 247, 1970 Ariz. App. LEXIS 805 (Ark. Ct. App. 1970).

Opinion

DONOFRIO, Presiding Judge.

This is an appeal from a judgment notwithstanding the verdict and a conditional order for new trial entered in favor of appellees Barney Pierce (principal beneficiary) and the First National Bank of Arizona (executor) who were the proponents of the will of Elizabeth E. Frick, deceased, also referred to as testatrix. The trial court’s conditional ruling on the motion for new trial was pursuant to 16 A.R.S., Rules of Civil Procedure, Rule 60(b), and granted a new trial to proponents in the event the judgment n. o. v. was later reversed or vacated.

The will, dated January 18, 1968, was contested by appellant Helen J. Fahringer, a niece of Mrs. Frick, on the grounds that the testatrix was at the time of the execution of her will incompetent or under the undue influence of the appellee Pierce, or both. For convenience the contestant Fahringer will hereinafter be referred to as appellant and the defendant to the contest, Pierce, will be referred to as appellee. The First National Bank of Arizona, also an appellee, will be referred to as the bank.

The trial proceeded before a jury as a contest of the will before probate. A.R.S. §§ 14-351 to 14 — 356. At the close of the evidence the court directed a verdict on the issue of incompetency and submitted the issue of undue influence to the jury. The jury returned its verdict in the affirmative that the will of Mrs. Frick was the product [249]*249of undue influence practiced upon her by appellee. After entering judgment on the verdict denying letters testamentary, the court granted the motion for judgment n. o. v. in favor of the bank and appellee.

Bearing in mind the rule, hereinafter discussed,' regarding the light in which the evidence must be viewed, we set forth the following factual background of this case.

The testatrix and her husband moved to Sedona, Arizona, from Southern California in 1963. Mr. Frick died in August 1965. The testatrix and appellant had been very close from the time of appellant’s childhood. Appellant, who never married and was employed by a film studio in Hollywood, California, spent several vacations with testatrix both before and after Mr. Frick’s death. Testatrix and appellant communicated with each other at least weekly, either by letter or by telephone. The relationship between appellant and her aunt, until approximately six months before testatrix’ death, was described as that of mother and daughter.

Appellee, a bachelor, met testatrix in the fall of 1966 when Mrs. Frick came to his home soliciting funds for a Sedona library. The two saw each other several times that winter and by the spring of 1967 were seeing each other on a weekly basis. Their activities included fishing, hiking, picnicking, playing cards, dancing, etc. At this time appellee was 51 years of age and testatrix was 65. Although the appellee was at this time unemployed, he did have funds from other sources. By September of 1967 testatrix and appellee were seeing each other daily. Although one witness described testatrix’ behavior as that of “a young schoolgirl in love”, appellee indicated that he was merely a good friend of testatrix. In September 1967 Mrs. Frick had to have her left lung removed. Although she had a history of cancer, the breathing difficulties which she began experiencing in 1966 were not traced to a malignancy in her lung until just before the operation. This surgery was performed in Phoenix. Appellant had planned to vacation at testatrix’ home in Sedona at about this time, and though there is some conflict in the testimony concerning events occurring at the time of the sugery and shortly thereafter, it appears that immediately upon her arrival in Arizona appellant stopped overnight in Phoenix and visited testatrix at the hospital. Mrs. Frick indicated that because appellee was in Phoenix, appellant would be' most useful in Sedona looking after testatrix’ home and pet dog. Shortly after Mrs. Frick’s release from the hospital and return to Sedona, friction developed between appellant and her aunt. Harriet Bailey, a friend and neighbor of testatrix in Sedona, and also a friend of appellant, testified for appellant. On direct examination the following testimony was given :

“Q Did she [testatrix] ever say to you that she was unhappy because Helen was not in the hospital or staying in Sedona ?
“A Maybe vaguely. I don’t think it disturbed her much.
“Q And what did disturb her, then. Was it the fact that Miss Fahringer did not invite Mr. Pierce to dinner ?
“A That seemed to be the thing that touched it all off.
“Q And after this, did she make other statements to you about the situation ?
“A Yes, indeed.
“Q Do you recall what they were?
“A Well, Helen was going to be very sorry because she had taken the attitude she did toward Mr. Pierce and that was her story.
“Q And what else did she say?
“A Well, can you be specific about the time?
“Q At the time; if you could place a time, and could you give us who was present, please?
“A Well, she was most unhappy about it and at that time she threatened that Helen would be a very sorry girl that she had done this.
[250]*250"Q Okay.
“A And at that time she was definitely going to change her Will.
“Q Did she ever make any statements about Helen being jealous?
“A Well, yes. She did to me one day.
“Q And when was that?
“A She thought Helen was jealous of Barney because his age was closer to hers than Bess’ age was. She said, T think she is jealous because he doesn’t make a play for her.’ ”

Appellant returned to Los Angeles shortly after Mrs. Frick’s return to Sedona. Appellee continued to see Mrs. Frick daily from October through December 1967. By January 1968 Mrs. Frick began to experience very frequent pain and by this time appellee was living in Mrs. Frick’s home, assuming the major responsibility for her care until ultimately she succumbed to cancer on February 21, 1968. Dr. Arthur W. Griesenbeck, the Sedona medical doctor who was testatrix’ principal physician from October 1966 until her death, testified for appellee. On cross-examination he related the following concerning appellee’s proximity to testatrix during her last days:

“Q Did you request that Mr. Pierce stay here?
“A I told her that she obviously could not stay home without someone there. And she said, ‘Barney would stay.’
“Q After the ninth of January would she have been incapable of staying by herself?
“A Like I say, on January 5th is when she had this sudden severe unexplained pain in the left upper abdomen. And I wanted to get x-rays but she didn’t want to go to the hospital. For a few days she definitely needed someone there.
“After that she was again able to be up and around and felt, I suppose, she could be home alone.

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Related

In Re Estate of Frick
475 P.2d 732 (Court of Appeals of Arizona, 1970)

Cite This Page — Counsel Stack

Bluebook (online)
475 P.2d 732, 13 Ariz. App. 247, 1970 Ariz. App. LEXIS 805, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fahringer-v-pierce-arizctapp-1970.