Heard v. Heard

497 So. 2d 1109, 1986 Ala. LEXIS 4273
CourtSupreme Court of Alabama
DecidedNovember 7, 1986
Docket85-115
StatusPublished

This text of 497 So. 2d 1109 (Heard v. Heard) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heard v. Heard, 497 So. 2d 1109, 1986 Ala. LEXIS 4273 (Ala. 1986).

Opinion

BEATTY, Justice.

This is an appeal by the plaintiffs from summary judgment in favor of the defendants in plaintiffs’ action to contest the will of the parties’ father, Murphy Anderson Heard. We affirm.

Plaintiffs (James Hubert Heard, William David Heard, Elmer Dean Heard, Alton Eugene Heard, Mildred Odell Bishop, Ina Cathleen Marberry, Marjorie Jones, and Opal Joyce Hereford) and defendants (Harvel Anderson Heard and Lola Mae Ferguson) are the surviving children of Murphy Anderson Heard, deceased, and the sole beneficiaries named in his last will and testament executed April 18, 1983, and admitted to probate by the Probate Court of Madison County, Alabama, on October 4, 1983.

The undisputed facts pertinent to this appeal follow: Defendant/proponent Harv-el Anderson Heard suffers from mental and physical disabilities and, as a result, is unable to work. He lived his entire life at home with his father until the father died. The other defendant/proponent, Lola Mae Ferguson, a widow, lived with her father and brother during the nine months preceding the father’s death. During this time, Lola Mae spent 25 days in the hospital room with her brother Harvel, who was at that time seriously ill and not expected to live. It was also during this nine-month period that the parties’ father, Murphy Anderson Heard, executed his last will and testament in the presence of three witnesses: Martha A. Shelton, Joan McGuire, and Mary Haney. It is also undisputed that a Donald D. Taylor prepared the will of Murphy Heard at the request of Murphy Heard’s long-time friend, James C. Rainey. According to Rainey’s deposition, Murphy Heard gave Rainey a piece of paper with the names of his children on it, told him what he wanted each to have, and asked that Rainey have a will prepared for him. Donald Taylor deposed that he did prepare Murphy Heard’s will as a favor to Rainey. The pertinent provisions of Murphy Heard’s will are set out below:

“ITEM TWO
“I give, devise and bequeath to my beloved sons, James Hubert Heard, one-hundred ($100.00) dollars; William David Heard, one-hundred ($100.00) dollars; Elmer Dean Heard, one-hundred ($100.00) [1110]*1110dollars; and Alton Eugene Heard, seven hundred-fifty ($750.00) dollars.
“I give, devise and bequeath to my beloved daughters, Mildred Odell Bishop, one-hundred ($100.00) dollars; Ina Cathleen Marberry, one-hundred dollars; Marjorie Jones, one-hundred ($100.00) dollars; and Opel Joyce Hereford, seven hundred-fifty ($750.00) dollars.
“ITEM THREE
“All the rest, residue, and remainder of my property, both real and personal, of whatsoever kind and character, and wheresoever situated, including all property over which I may have a power of appointment, I give, devise and bequeath to my beloved son and daughter, Harvel Anderson Heard and Lola Mae Ferguson, who have provided me with loving comfort and care, through health and illness, the essentials necessary for my survival, and the luxuries that have made my life most pleasant and happy, in equal shares.
“ITEM FOUR
“If my son Harvel Anderson Heard, and/or my daughter, Lola Mae Ferguson shall die under such ■ circumstances that there is not sufficient evidence to determine the order of their deaths, or if he or she should die within a period of ninety (90) days after my death, then all bequests, devises and provisions made herein shall be administered, distributed and assumed by the other survivor.
“ITEM FIVE
“I nominate and appoint my son, Harv-el Anderson Heard, and my daughter, Lola Mae Ferguson as sole Executors of my estate. If my son or daughter should predecease me or fail to qualify or having qualified should die, resign or become incapacitated, then I nominate and appoint as Successor Executor, the survivor Harvel Anderson Heard or Lola Mae Ferguson.”

Shortly after Murphy Heard’s death, his will was admitted to probate and the defendants were appointed executors. Thereafter, the plaintiffs filed this contest, alleging four grounds. On January 22, 1985, the trial court entered a pre-trial order wherein the plaintiffs agreed that their contest would be based on only two of the grounds alleged: (1) undue influence and (2) lack of testamentary capacity on the part of their father. On March 12, 1985, the defendants filed their motion for summary judgment, basing it

“upon the pleadings in this cause, including all proceedings in the Probate Court for Madison County, Alabama, wherein the Will involved in this case was admitted to Probate on October 4, 1983, including the original copy of the Will, attached affidavit of Martha A. Shelton, Joan McGuire, and Mary Haney, attached affidavit of Lola Mae Ferguson, and all depositions taken in this case, including the depositions of the following persons: Harvel Anderson Heard, Ina Cathleen Marberry, James Herbert [sic] Heard, Elmer Dean Heard, Alton Eugene Heard, Donald D. Taylor, Lola Mae Ferguson, James E. [sic] Rainey, Opal Joyce Hereford, Marjorie Jones, and William David Heard.”

Defendants supplemented their motion for summary judgment to add certified copies of all the proceedings in the probate court. The trial court granted the defendants’ motion. Although in its order, the trial court states that “[t]he Plaintiffs, prior to the day of hearing of said Motion for Summary Judgment, have served opposing affidavit,” we have not found this “opposing affidavit” in the record of this case. The trial court denied plaintiffs’ motion to vacate its order, and this appeal followed.

At the outset, defendants cite, among other cases, Berry hill v. Mutual of Omaha Ins. Co., 479 So.2d 1250 (Ala.1985), in support of their motion to dismiss the appeal, and argue that, because a substantial portion of the record considered by the trial court in granting defendants’ motion for summary judgment, was initially omitted from the record certified on appeal, the judgment below is due to be summarily affirmed. This argument, however, was rendered moot when the Madison Circuit Court sent to this Court the omitted por[1111]*1111tions of the record, explaining that the depositions were inadvertently omitted on original submission of the record on appeal. See Rule 10(f), A.R.A.P. Appellees’ motion to dismiss the appeal, therefore, is due to be denied.

Defendants also contend that, by failing to argue in their brief the father’s lack of testamentary capacity, plaintiffs have waived that issue on appeal, although it was raised below. We agree.

It is well settled that the “failure to argue an issue in brief to an appellate court is tantamount to a waiver of that issue on appeal.” Ex parte Riley, 464 So.2d 92, 94 (Ala.1985). Therefore, the only remaining issue on appeal is whether the material submitted by defendants in support of their motion for summary judgment established that there were no genuine issues of material fact. Stated differently, the issue is whether there is a scintilla of evidence supporting plaintiffs’ claim that the will of their father was the product of undue influence on the part of the defendants. Arrington v. Working Woman’s Home, 368 So.2d 851 (Ala.1979).

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Related

Berryhill v. Mutual of Omaha Ins. Co.
479 So. 2d 1250 (Supreme Court of Alabama, 1985)
Ex Parte Riley
464 So. 2d 92 (Supreme Court of Alabama, 1985)
Jackson v. Davis
398 So. 2d 242 (Supreme Court of Alabama, 1981)
Pruitt v. Pruitt
343 So. 2d 495 (Supreme Court of Alabama, 1976)
Arrington v. Working Woman's Home
368 So. 2d 851 (Supreme Court of Alabama, 1979)
Windham v. Pope
474 So. 2d 1075 (Supreme Court of Alabama, 1985)

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Bluebook (online)
497 So. 2d 1109, 1986 Ala. LEXIS 4273, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heard-v-heard-ala-1986.