In Re Ellis Estate

372 N.W.2d 592, 143 Mich. App. 456
CourtMichigan Court of Appeals
DecidedJune 4, 1985
DocketDocket 75491
StatusPublished
Cited by1 cases

This text of 372 N.W.2d 592 (In Re Ellis Estate) is published on Counsel Stack Legal Research, covering Michigan Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Ellis Estate, 372 N.W.2d 592, 143 Mich. App. 456 (Mich. Ct. App. 1985).

Opinion

*458 Per Curiam.

The proponent of a document purported to be the last will and testament of William B. Ellis appeals the decision of a Wayne County Probate Court jury in a will contest. The jury found the will invalid because the testator lacked the requisite testamentary capacity at the time he executed the will.

The proponent of the will is the grandniece of the testator. She testified that upon the request of her father, the testator’s nephew, she dropped off her father and the testator at the office of Beatrice Johnson, a real estate broker, and returned for them approximately two hours later. She stated that she was not informed of the purpose of the visit and was not aware that a will had been executed until she was contacted by her attorney following the testator’s death. The proponent acknowledged that she had known Mrs. Johnson, a former employer of hers, for many years and maintained regular contact with her. According to proponent, the testator was able to converse intelligently and was not incompetent on the evening the will was executed.

Beatrice Johnson testified on behalf of proponent. Mrs. Johnson is a real estate broker and had drafted approximately 100 simple wills. According to Mrs. Johnson, the testator had telephoned and made an appointment with her approximately a week prior to the meeting. When he came to her office on November 6, 1979, Mrs. Johnson drafted the will according to the testator’s instructions, naming as the beneficiaries Inez Hill, Roosevelt Monk and the proponent, whom the testator described to her as his "favorite niece”.

According to Mrs. Johnson, the testator was competent on the date the will was executed. She denied that the proponent was present when the will was executed or that she and proponent had *459 discussed the existence of the will. Mrs. Johnson further stated that proponent’s father did not comment on any of the provisions of the will although he was present during the execution.

The contestant is the sister of the testator. She testified that she maintained regular telephone contact with her brother and noticed a change beginning in him in 1974. He became forgetful, his conversations were rambling and at times incoherent and he would contradict himself. She stated that this condition became progressively worse.

She testified that, on the day following the execution of the will, the testator called her and stated that the proponent had taken him to her friend’s house, asked him many questions, and made him sign a paper, then put the paper in her purse. He asked the contestant to retrieve the paper from proponent. The contestant asked him why he would sign the paper if he didn’t know what he had signed. The testator explained that he didn’t feel well at the time and wanted to go home.

Woodrow Berry and Roosevelt Monk lived in the same building with the testator and were his friends. Monk testified that he had almost daily contact with the testator from the time of the will’s execution until the time of the testator’s death. Berry had almost daily contact with him until approximately a year before the will was executed. According to both witnesses, the testator was forgetful, would lose his train of thought and needed help in keeping track of his own financial affairs. Both men stated that the testator’s mental condition seemed to worsen as time went by.

The trial court did not allow Dr. Paul Dwaihy to testify on behalf of the contestant regarding the issue of the testator’s senility. Nor did it allow Thomas Northrup, a National Bank of Detroit *460 representative, to testify concerning transactions in the estate account.

Proponent contends on appeal that the misconduct of contestant’s trial counsel denied her a fair trial. This argument is based upon remarks made during counsel’s opening statement, counsel’s continuous attempts to interject inadmissible evidence at trial, and alleged improprieties during closing argument. While in many instances objections to counsel’s conduct were made and sustained, other alleged improprieties were uncontested. Further, proponent did not request curative instructions or move for a mistrial.

In reviewing proponent’s argument, we follow the procedure set forth by the Supreme Court in Reetz v Kinsman Marine Transit Co, 416 Mich 97, 102-103; 330 NW2d 638 (1982):

"When reviewing an appeal asserting improper conduct of an attorney, the appellate court should first determine whether or not the claimed error was in fact error and, if so, whether it was harmless. If the claimed error was not harmless, the court must then ask if the error was properly preserved by objection and request for instruction or motion for mistrial. If the error is so preserved, then there is a right to appellate review; if not, the court must still make one further inquiry. It must decide whether a new trial should nevertheless be ordered because what occurred may have caused the result or played too large a part and may have denied a party a fair trial. If the court cannot say that the result was not affected, then a new trial may be granted. Tainted verdicts need not be allowed to stand simply because a lawyer or judge or both failed to protect the interests of the prejudiced party by timely action.” (Footnotes omitted.)

In the case sub judice, some of the alleged errors were not curable, others curable, and still others not error at all. We discuss each category of error *461 raised on appeal in order to give guidance to both bench and bar.

First, we note that no error occurred when contestant’s counsel informed the jury during voir dire of the witnesses he intended to call. This was done in response to the trial court’s request in order to determine whether any of the jurors were acquainted with the witnesses.

Nor was it error for counsel to indicate in his opening statement that he intended to prove by the testimony of a doctor that the testator was senile when he executed the will; through the testimony of an attorney, what an attorney would do to draw a will for a client; and through the testimony of a bank representative, that the proponent used funds of the estate for her own personal use while she was acting as the estate’s personal representative. Counsel is entitled during opening argument to "make a full and fair statement of his case and the facts he intends to prove”. GCR 1963, 507.1. While counsel is not allowed to refer to clearly inadmissible evidence, reversible error is not established where matters asserted in the opening statement cannot be proven under the rules of evidence so long as counsel’s references were made in good faith. Prentis v Bates, 93 Mich 234; 53 NW 153 (1892). Counsel cannot be expected to anticipate at all times the ruling of the court on evidence he thinks admissible. Cleavenger v Castle, 255 Mich 66, 75; 237 NW 542 (1931). In the case at bar, the fact that the testimony of certain witnesses was later ruled inadmissible at trial does not create error out of counsel’s stated intentions during opening arguments to call these witnesses.

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Bluebook (online)
372 N.W.2d 592, 143 Mich. App. 456, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-ellis-estate-michctapp-1985.