In Re Reid's Estate

138 So. 2d 342
CourtDistrict Court of Appeal of Florida
DecidedMarch 8, 1962
Docket61-441
StatusPublished
Cited by20 cases

This text of 138 So. 2d 342 (In Re Reid's Estate) is published on Counsel Stack Legal Research, covering District Court of Appeal 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 Reid's Estate, 138 So. 2d 342 (Fla. Ct. App. 1962).

Opinion

138 So.2d 342 (1962)

In re ESTATE of Madelon C. REID, Deceased.

No. 61-441.

District Court of Appeal of Florida. Third District.

March 8, 1962.
Rehearing Denied March 26, 1962.

*343 Redfearn, Ferrell & Simon, Miami, for appellant.

Creel & Glasgow and Stafford & Carter, Miami, for appellee.

Before HORTON, CARROLL and HENDRY, JJ.

HENDRY, Judge.

Madelon C. Reid, a resident of Dade County, Florida, died on March 21, 1961. A petition for probate of her will was filed in the County Judge's Court of Dade County by Richard C. Carter, Jr., as executor. The estimated value of the estate was $90,000. The appellant, John B. Reid, husband of the testatrix, filed an answer to the petition for probate in which he alleged that the purported will of his wife was invalid because she did not possess testamentary capacity at the time of the execution of the purported will on January 31, 1961. The answer further alleged that if she did have testamentary capacity when she signed the will her signing was the result of undue influence practiced on her by her attorney, Forney B. Stafford, while occupying a confidential relationship with her.

After hearing the testimony adduced by the parties on these issues the county judge entered his order which reads as follows:

"This matter came on to be heard upon the petition of Richard C. Carter, Jr. for the probate of the will of Madelon C. Reid, the answer of John B. Reid to said petition, and the evidence submitted by the parties. This will is dated January 31, 1961. The petitioner is the executor named in the will. The sole beneficiary under the will is Forney B. Stafford, the partner of the executor in the practice of law. John B. Reid is the surviving husband of the testatrix, but these parties had not lived together for several years prior to the execution of the will * * John B. Reid contests the validity of the will upon the following grounds:
*344 "(1) Lack of testamentary capacity of the testatrix.
"(2) Undue influence of the sole beneficiary in connection with the making of said will.
"After careful consideration of all of the evidence, the Court finds that the preponderance of the evidence shows:
"1. That at the time of the giving of the instructions for the preparation of the will and at the time of the execution of the will Madelon C. Reid possessed testamentary capacity.
"2. That the beneficiary, Forney B. Stafford, did not exercise undue influence upon Madelon C. Reid in connection with the making of said will.
"The Court further finds that the relation of attorney and client existed between the beneficiary and the testatrix in the preparation and execution of the will, since the will was prepared by the partner of the beneficiary and the execution of the will was supervised by an agent secured by said partner. This Court does not approve such conduct on the part of an attorney. However, the presumption of undue influence on the part of the attorney-beneficiary in this case is clearly rebutted by the evidence submitted.
"A denial of the probate of this will upon the evidence in this case would amount to a rewriting of Madelon C. Reid's will by the Court. Such a rewriting of a will is not a proper function of a probate court.
"It is, therefore, ORDERED AND ADJUDGED that the Last Will and Testament dated January 31, 1961, * * * attested by Mary Cooper, William Cooper and Mitchell J. Miodus as subscribing and attesting witnesses thereto, be and the same is hereby admitted to probate according to law as and for the true Last Will and Testament of said Madelon C. Reid * * * and that said will shall be duly recorded in the Book of Wills, and that the cost of recording the same be taxed as costs against this estate.
"Let Letters Testamentary issue to Richard C. Carter, Jr., the executor named in said will, upon his taking and subscribing the prescribed oath * * *".

The appellant has appealed from this order admitting the will to probate.

There are two questions raised by the appellant. The first one with which we shall deal arises from the adjudication by the county judge that the preponderance of the evidence showed that at the time of the execution of the will, Madelon C. Reid possessed testamentary capacity. The second question raised by the appellant is as to the finding of the county judge that the evidence showed that the sole beneficiary, Forney B. Stafford, did not exercise undue influence upon the testatrix in connection with the making of the will because the presumption of undue influence on the part of the attorney-beneficiary in this case was clearly rebutted by the evidence.

Our review of the record shows some conflicts in the evidence coming from the witnesses who testified before the trial judge as to whether Mrs. Reid had testamentary capacity to make a will at the time it was executed.

There were a number of witnesses who testified, some on behalf of appellant and some on behalf of the appellee.

Dr. Edward Roth, a witness called on behalf of the appellant was a practicing physician in the field of internal medicine who had known the testatrix for many years and who had treated her on occasions up until January 10, 1961. He testified that he believed she was insane and that he believed beyond a shadow of a doubt that she committed suicide which is the act of an insane person. He further testified that he *345 knew she was insane before her death and almost anticipated the occurrence; that she was addicted to drugs, which beclouds the mind and makes one further incompetent, so that she was incompetent to make a will. Dr. Roth further testified that when she came to his office and was under his observation she would look and stare in a most peculiar manner; that she would answer questions indirectly and acted furtively and peculiarly; that when he asked her a question, she would look at him with deep, piercing and frightened eyes, and be quiet for a while and then answer in some irrelevant manner; that he believed she had paranoid ideas, too; that she made terrible remarks about things that are going to happen; that it was his opinion that she was mildly insane and incompetent to make a will.

Mrs. Dorothy White, a witness called on behalf of the appellant, testified that she had known Mrs. Reid very well for more than six years and had associated with her quite often during the last few months of her life; that from her association with her and knowledge of her condition she was of the opinion that Mrs. Reid was not at any time during the last three months of her life capable of making an understanding distribution of her property by will.

Mrs. Jane Fisher, a witness called on behalf of the appellant, testified that she had known Mr. Reid for perhaps thirty years; that she had visited in her home socially and that they were friends; that they were generally in the same crowd socially and that she saw Mrs. Reid at different parties and always talked to her; that the last few times she saw her she notice a great change in her mentally and she found her incoherent; that the last six or seven times she saw Mrs.

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Bluebook (online)
138 So. 2d 342, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-reids-estate-fladistctapp-1962.