In Re: Estate of Donne'ly v. Ashby

188 So. 108, 137 Fla. 459
CourtSupreme Court of Florida
DecidedJuly 15, 1938
StatusPublished
Cited by26 cases

This text of 188 So. 108 (In Re: Estate of Donne'ly v. Ashby) is published on Counsel Stack Legal Research, covering Supreme Court of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re: Estate of Donne'ly v. Ashby, 188 So. 108, 137 Fla. 459 (Fla. 1938).

Opinions

Chapman, J.

The transcript herein shows that Honorable W. F. Blanton, County Judge of Dade County, Florida, on November 13, 1934, in full compliance with all statutory requirements, made and entered an order admitting to probate the last will and testament of Mary A. Donnelly, such will being as follows:

“I, Mary A. Donnelly, of the City of Miami, Dade County, Florida being of sound mind and memory, do hereby make, publish and declare this to be my last Will and Testament; hereby revoking all former Wills, Codicils, or Testamentary Dispositions heretofore made by me.
“First: I order and direct that my Executor, hereinafter named, pay all my just debts and funeral expens'es as soon after my decease as conveniently may be, and I hereby order and direct that I be buried in the City Cemetery at Miami, Florida, in the same lot with the late Richard Ashby, and my sister, Margaret Ashby.
“Second : I give and bequeath any oriental rugs', table linen, dishes, silver, and clothing which I may possess at the time of my death, together with the sum of Two Thousand and No/100 ($2,000.00) Dollars in cash, to M.rs. Gussie Budge, of 323 N. E. 27th Street, Miami, Florida.
“Third: I give and bequeath my oak invalid table and my lady’s Mahogany desk, now located at 334 N. E. 22nd Street, Miami, Florida, to J. Winifred Gold of 1219 Lisbon Street, Coral Gables, Florida.
“Fourth: I give and bequeath all of my jewelry to *461 Margaret Gold, of Miami, Florida, daughter of the above mentioned J, Winifred Gold.
“Fifth : I give and bequeath to Mrs. Clara Hunt, of 334 Ann Street, Hartford, Connecticut, the sum of Two Thousand and No/100 ($2,000) Dollars cash.
“Sixth : All the rest, residue and remainder of mv estate, both real and personal, wherever located or in whatever form the same may be, I give, devise and bequeath unto William H. Gold of 1219 Lisbon Street, Coral Gables, Florida, or to his son, Glenn W. Gold, of Miami, Florida, in the event the said William H. Gold should predecease me.
“Seventh : I hereby constitute and appoint Glenn W. Gold of Miami, Florida, as Executor of this my Last Will and Testament, and I direct that he serve as' such without being required to post or file bond as Executor.
In Testimony Whereof, I have hereunto subscribed my name and affixed my seal, the 15th day of November, in the year of our Lord One Thousand Nine Hundred and Thirty Three
“Mary A. Donnelly. .(Seal)
“We do hereby certify that on this 15th day of November, A. D. 1933, at Miami, Dade County, Florida, the above named Mary A. Donnelly, to us personally known, being then of sound mind and memory, signed, published and declared the foregoing to be her Last Will and Testament in our presence and we, at her request and in her presence and in the presence of each other, hereunto subscribe our names as witnesses thereto.
C. E. Courtney
“Edward P. White
“R. E. Kunkel.”

On June 26, 1935, a petition for revocation of the probation of the will, supra, was filed in the County Judge’s Court of Dade County, Florida, on the part of Walter S. Ashby, *462 Lillian M. Gab)', Richard Ashby Marriott, and Martina M. Smith, against William PI. Gold, Glenn W. Gold, J. Winifred Gold, Mrs. Gussie Budge, and Mrs. Clara Plunt. The petition seeing a revocation of the will alleged, among other things, that at the time of the execution of the will by Mary A. Donnelly on November 15, 1933, a confidential relationship existed between William H. Gold and the testator; that William H. Gold actively procured and participated directly and indirectly in the preparation and execution of the will of Mary A. Donnelly and in which AYilliam H. Gold was the chief beneficiary; also ; (a) Mary A. Donnelly lacked testamentary capacity; and (b) Mary A. Donnelly was unduly influenced by William H. Gold. The respondents answered and denied each and every the material allegations of the petition.

Considerable testimony was taken before the Honoi'able W. F. Blanton, and after hearing counsel for the respective parties, on March 23/1937, made and entered an order overruling and denying the petition for the revocation of the order admitting to probate the Will of Mary A. Donnelly. The material portions of his said order are, viz.:

“The Court finds that William PI. Gold was the chief beneficiary under the said will of Mary A. Donnelly, dated November 15, 1933, and that except for the execution thereof he would not have been a beneficiary of the Estate of s'aid Mary A. Donnelly; that the evidence adduced by the Petitioners made out a prima facie case of undue influence; and raised the presumption of undue influence beixig exerted by said AVilliam H. Gold over said Max-y A. Donnelly in the preparation and execution of her said will. And that, therefore, by reason of said presumption, the burden of proof shifted from the contestants, or petitioners', to the respondent, or proponent, of said will to adduce sufficient testimony to at least equalize or overcome the presumption of undue *463 influence and prima facie cas'e made out by the contestants, or petitioners.
“The Court finds that the respondent, chief beneficiary under said will, has adduced sufficient testimony to equalize, if not overcome, the testimony, presumption of undue influence, and prima■ facie case made by the contestants, or petitioners, and that from all of the testimony submitted the Court cannot say that the said will of Mary A. Donnelly, dated November 15, 1933, was the result of undue influence.”

The contestants, viz,, Walter S. Ashby, Lillian M. Gaby, Martina Smith and Josephine Marroitt Kipp took an appeal from the order aforesaid to the Circuit Court of Dade County, Florida, when an order of reversal was entered on May 28, 1937, and in so doing said:

“* * * Richard Ashby was the father of Walter S. Ashby and Lillian Gaby, and the grandfather of Martina M. Smith and Josephine Marriott Kipp, the petitioners herein. Richard Ashby was married three times. By the first wife he had all of his children. His second wife was the sister of Mary Donnelly. His third wife died before the matters involved herein had transpired. From the time Richard Ashby married her sister, Mary Donnelly had made her home with the Ashbys. After her sister died she continued managing the home the same as she had while her sister lived and continued doing this' during the life of his third wife.
“For about forty years she lived in the same house with Richard Ashby and ministered to his wants. She was a lone woman without relatives of her own. She worked in the Ashby home without stated compensation, and in recognition of her services to him, in 1924 Richard Ashby set up a trust to provide her a home and $250.00 a month so long as she lived.

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Bluebook (online)
188 So. 108, 137 Fla. 459, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-donnely-v-ashby-fla-1938.