Goodall v. Crawford

611 S.W.2d 602, 1980 Tenn. App. LEXIS 409
CourtCourt of Appeals of Tennessee
DecidedDecember 12, 1980
StatusPublished
Cited by14 cases

This text of 611 S.W.2d 602 (Goodall v. Crawford) 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
Goodall v. Crawford, 611 S.W.2d 602, 1980 Tenn. App. LEXIS 409 (Tenn. Ct. App. 1980).

Opinion

OPINION

CANTRELL, Judge.

W.Y. McGlothlin died August 18, 1978, having executed three mutually exclusive wills in a period of less than five years. He was eighty-two years old at the time of his death and was survived by fourteen children. His estate consisted of a farm and a rental house in Sumner County and some cash deposited in bank accounts.

Described in the record as an “individualist,” Mr. McGlothlin apparently had at various times strong feelings about some or all of his children. In 1972 Mr. McGlothlin suffered a stroke and after that time he suffered from a loss of memory and a decreasing ability to take care of his personal needs. But from 1972 and extending through 1976 Mr. McGlothlin was involved [603]*603in several legal actions involving at least three of his children. The charges brought by Mr. McGlothlin against his children involved criminal charges for larceny, actions for debt, and actions for the return of specific property.

Mr. McGlothlin went to live with one daughter and her family in August of 1973 and remained there until October of 1976 when the burden of caring for him became too great for his daughter and she moved him to a boarding house. During his stay with his daughter he executed the first of the three wills on September 26,1973, leaving the bulk of his estate to the daughter with whom he was living and her husband with minor bequests to two other daughters and one granddaughter.

On October 13, 1977 Mr. McGlothlin executed the second will leaving all of his property to the Baptist Hospital in Nashville. At that time he had returned to his home in Portland and was living alone, apparently bitter toward all of his children. He accused them of stealing from him, lying to him, and treating him badly. He told the attorney who drew the will for him that he was conscious of the fact that he was not leaving anything to any of his children but he was adamant in his intention to leave them out of his will.

In December of 1977 Mr. McGlothlin was taken by his son Leo to Indianapolis, Indiana where Mr. McGlothlin lived with one of his daughters during the week and sometimes with Leo on weekends. On March 23rd of 1978 the daughter with whom he had been living in Indianapolis brought Mr. McGlothlin back to Portland and left him. Two days later Leo came to Tennessee and took him back to Indianapolis to live with him.

During the third week in April of 1978 Mr. McGlothlin asked Leo to bring him back to Tennessee so he could change his will as, he said, he promised his daughter he would. On the 21st of April they came to Portland and went first to a doctor’s office where Mr. McGlothlin got a statement from the doctor that in the doctor’s opinion he was mentally competent to execute a will, and then they went on to Gallatin to the office of one of the lawyers that had represented him in some of the litigation with his children. He inquired of one of the young associates there about the fee he charged for making a will; upon learning the fee would be $25.00 he said that he could get it done cheaper by Mr. Goodall who had prepared the other two wills. He left and went to Mr. Goodall’s office but learned that he was away on vacation. So he returned to the first office and had his will prepared after further negotiations over the fee. By this will he left all of his property to his son Leo and Leo’s wife, Margaret. When he returned to Indianapolis two days later he took the will and after his death it was found in a lock box in a bank in Indianapolis.

He lived with his son Leo in Indianapolis for approximately three weeks after he executed the final will when he suffered a stroke around the first of May, 1978. He was in the hospital or a nursing home until his death on August 18, 1978.

In a jury trial involving these wills where the issues of testamentary capacity and undue influence were tried, the jury found that the will dated April 21,1978 leaving all the property to Leo and his wife was the Last Will and Testament of Mr. McGlothlin. Under the Judge’s charge that disposed of all of the issues since the execution of the last will revoked all prior wills.

The main issues on appeal relate to the jury charge of the Trial Judge. The first three issues will be considered together. They are:

I. The Trial Court erred in instructing the Jury that there was proper execution and that after the wills were read to the Jury, there was a legal presumption of capacity and showing a want of it by showing undue influence was on the contestants.
II. The Trial Court erred in failing to instruct the Jury as to Contestant’s Special Request # 6 which stated: ‘The presumption that WRIGHT YOUNG McGLOTHLIN had knowledge of the contents of his will is rebutted and the [604]*604burden cast upon the Proponent to show affirmatively that WRIGHT YOUNG McGLOTHLIN fully understood and freely assented to the provisions of the will, where any circumstances tending to excite suspicions have attended its execution.’
III. The Trial Court erred in failing to instruct the Jury as to Contestant’s Special Request # 7 which stated: ‘in the case of doubtful capacity, and where the Testator is blind, illiterate, or unable to read, more is required than the mere legal presumption arising from the act of execution. In such cases, there must be proof not only of the formal execution of the will, but likewise, of the Testator’s knowledge of its content. The presumption that the Testator had knowledge of the contents of his will is rebutted to show affirmatively that the Testator fully understood and freely assented to the provisions of the will, where any circumstances tending to excite suspicion have attended its execution.’

The Trial Judge charged the jury that after the execution of the will had been shown the burden was on the contestants to show a lack of mental capacity or undue influence. The appellants contend that under the circumstances of this case the burden should have remained on the proponents to show that the testator had the requisite mental capacity and was free of undue influence when he executed his will.

The issue here is between the general rule and an exception. The rule and the exception were discussed in Burrow v. Lewis, 24 Tenn.App. 253, 142 S.W.2d 758 (1940):

Ordinarily, upon proof of the due execution of the will, it will be presumed that the testator knew and approved its contents; but where the circumstances are such as to excite suspicion, the burden of showing affirmatively that the testator fully understood and freely assented to its provisions is cast upon the proponents. 24 Tenn.App. at 259, 142 S.W.2d 758.

In Burrow v. Lewis, the suspicious circumstances were these: A ninety year old blind man on his deathbed executed his will by making a mark which was out of the ordinary for him; an hour before he executed the will he failed to recognize his confidential business agent; the chief beneficiary under the will who had been acting as his nurse for two weeks arranged for the drafting of the will and assisted with the manual execution of the paper.

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Cite This Page — Counsel Stack

Bluebook (online)
611 S.W.2d 602, 1980 Tenn. App. LEXIS 409, Counsel Stack Legal Research, https://law.counselstack.com/opinion/goodall-v-crawford-tennctapp-1980.