Higgs v. Estate of Higgs

892 S.W.2d 284, 48 Ark. App. 148, 1995 Ark. App. LEXIS 61
CourtCourt of Appeals of Arkansas
DecidedFebruary 8, 1995
DocketCA 93-1186
StatusPublished
Cited by3 cases

This text of 892 S.W.2d 284 (Higgs v. Estate of Higgs) is published on Counsel Stack Legal Research, covering Court of Appeals of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Higgs v. Estate of Higgs, 892 S.W.2d 284, 48 Ark. App. 148, 1995 Ark. App. LEXIS 61 (Ark. Ct. App. 1995).

Opinions

John E. Jennings, Chief Judge.

This probate case is a will contest. Wilton Higgs was born in 1901 and lived most of his life in Locust Bayou. His wife, Gladys, died in 1984. The two of them had no children. On October 10, 1985, Wilton Higgs filed a petition in Calhoun County Probate Court asking that his brother, Herman Higgs, be appointed conservator of his estate for reasons of Wilton’s old age and physical disability. On the same date Wilton executed a will prepared by Mr. Searcy Harrell, a Camden attorney. In the will, he left $1,000.00 to Antioch Primitive Baptist Church. The rest of his estate he left to his brother, Herman Higgs, in trust for a third brother, Aubrey Higgs. Aubrey was a deaf mute who lived on the family home place. The 1985 will also provided:

C. This trust shall terminate upon the death of my brother, Aubrey L. Higgs, and any balance of principal or any undistributed income shall be paid to my brother, P.D. Higgs, and my brother, Herman H. Higgs, equally, share and share alike. If each shall predecease me, the interest herein left to them shall go to their heirs at law.
D. If my said brother, Aubrey L. Higgs, predeceases me, then there shall be no trust and my Executor shall distribute this portion of my estate directly to P.D. Higgs and Herman H. Higgs, equally, share and share alike, without any restrictions whatsoever. If each shall predecease me, the interest herein left to them shall go to their heirs at law.

In July 1986, P.D. Higgs died. He was survived by his wife, Marie, and daughter, Linda Wood, the appellants here.

In July 1988, Wilton executed a new will, prepared by Mr. Harrell, which was substantially the same as the 1985 will, except that it omitted P.D. Higgs and his heirs as contingent beneficiaries.

In March 1992, Wilton Higgs died and in June of that year his 1988 will was admitted to probate. Subsequently, Linda Wood filed a petition contesting the will, alleging that Wilton was mentally incompetent and subjected to undue influence at the time of its execution. After conducting a hearing, the probate judge entered an order upholding the 1988 will and the will contestants have appealed.

Appellants rely on two points: (1) the probate court erred by not finding the will dated July 22, 1988, was prima facie void because of the confidential relationship between the testator and appellee, and by not requiring that appellee show by a clear preponderance of the evidence that he took no advantage of his influence with the testator, and (2) the probate court’s finding of no undue influence is not consistent with the law and is clearly against the preponderance of the evidence. We find no error and affirm.

Appellants’ first point is a procedural one and they rely on Birch v. Coleman, 15 Ark. App. 215, 691 S.W.2d 875 (1985). There we said:

We agree with appellee that the evidence is insufficient to enable us to find that she procured the will. However, we do not think that a finding of procurement is a necessary prerequisite to our shifting the burden of proof to the proponent of the will. We hold that where a ward names his guardian as a principal beneficiary of his will, the existence of undue influence on the part of the guardian should be presumed and the will should be prima facie void, unless the guardian can show by clear preponderance of the evidence that he took no advantage of his influence with the ward and that the ward’s testamentary gift was a result of his own volition.

At the hearing on the validity of the will, after Herman Higgs had testified, the following colloquy took place:

Mr. Bramblett [appellants’ counsel]: At this point, the contestants ask that the court declare as a matter of law and evidence that Herman Higgs be required to go forward with the proof regarding undue influence and the other issues that have been raised based upon the fiduciary relationship between Herman Higgs and Wilton Higgs when the second and last will was executed.
Mr. Kinard [appellee’s counsel]: Our position is that Herman Higgs was not the primary beneficiary of this will and Herman Higgs has not been shown to have done or caused anything to occur which meets the criteria of procurement and further there has been no evidence to tend to prove there was undue influence. Our position is that the evidence presented falls short of shifting the burden at this point.
The Court: The proponent’s objection is overruled for the reasons that the will was admitted without notice and there was a confidential relationship as conservator which served to shift the burden of going forward to the proponents of the will.

Following the hearing the court in a memorandum opinion found beyond a reasonable doubt that on July 22, 1988, Wilton Higgs knew the nature and extent of his property and to whom he was leaving his property; that Herman Higgs was in a confidential relationship with the decedent; and that there was nothing in the record that reflects that Herman Higgs procured the will or exercised undue influence over his brother.

We hold that the court’s statement made during the course of the hearing which shifted the burden of going forward to the proponent of the will was correct. In Hiler v. Cude, 248 Ark. 1065, 1082, 455 S.W.2d 891, 900 (1970), the supreme court said:

We adhere to the rule that the burden of proving mental incompetency, undue influence and fraud which will defeat a will is upon the party contesting it. We hold this burden, in the sense of the ultimate risk of nonpersuasion, never shifts from the contestant. This does not however, conflict with the rule concerning the burden of going forward with the evidence or burden of evidence. As stated in 29 Am. Jur. 2d, 156, Evidence Section 125: “In short, the burden of proof, in the sense of the ultimate risk of nonpersuasion, never shifts from the party who has the affirmative of an issue, although the burden of going forward with the evidence may shift at various times during the trial from one side to the other as evidence is introduced by the respective parties.”

This statement of law has been followed by the supreme court ever since. See Able v. Dickinson, 250 Ark. 648, 467 S.W.2d 154 (1971); Greenwood v. Wilson, 267 Ark. 68, 588 S.W.2d 701 (1979); Rose v. Dunn, 284 Ark. 42, 679 S.W.2d 180 (1984). From this record we are persuaded that the probate judge properly required the proponent of the will to go forward with the evidence, i.e., to produce evidence establishing that the will was not a product of undue influence.

Appellants also contend that the probate judge’s finding that there was no undue influence is clearly against the preponderance of the evidence. At the hearing, Herman Higgs testified that he was seventy-five years old.

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Bluebook (online)
892 S.W.2d 284, 48 Ark. App. 148, 1995 Ark. App. LEXIS 61, Counsel Stack Legal Research, https://law.counselstack.com/opinion/higgs-v-estate-of-higgs-arkctapp-1995.