In Re Will of McDonald

577 S.E.2d 131, 156 N.C. App. 220, 2003 N.C. App. LEXIS 126
CourtCourt of Appeals of North Carolina
DecidedMarch 4, 2003
DocketCOA02-472
StatusPublished
Cited by2 cases

This text of 577 S.E.2d 131 (In Re Will of McDonald) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Will of McDonald, 577 S.E.2d 131, 156 N.C. App. 220, 2003 N.C. App. LEXIS 126 (N.C. Ct. App. 2003).

Opinion

MARTIN, Judge.

Mary O. “Quill” McDonald died 23 February 1999. On 17 March 1999, Vickie S. Calcutt presented for probate a paper writing purporting to be McDonald’s Last Will and Testament. The paper writing named Calcutt as primary beneficiary. On 9 August 2000, McDonald’s son, James C. McDonald, filed a caveat to the will, alleging the execution of the will was obtained through duress and undue influence.

The evidence tended to show that McDonald had two children, Mary Louise McDonald and James McDonald, the caveator in this action. McDonald’s husband and father of her children died in 1989. At the time, and at all relevant times, caveator lived in Asheville and had limited contact with his mother, who resided in Southern Pines. In 1995, after living away from her mother for several years, Mary Louise moved back to Southern Pines to live with McDonald, who was then approximately 84 years old. Various relatives and friends testified McDonald became “totally reliant” and dependent upon Mary Louise, and that McDonald would do as Mary Louise directed. In July of 1997, Mary Louise became ill and died suddenly. Lilia Williams, McDonald’s niece, testified McDonald was “devastated” by Mary Louise’s death. Jean Cameron, a relative and close friend of McDonald’s who had been around her on a weekly basis for some 40 years, testified Mary Louise’s death came as a shock to McDonald, who was then 86 years old. McDonald moved into Cameron’s home for a short time after the death.

*223 Cameron testified that despite having known McDonald virtually all her life, she had never heard propounder’s name until just prior to Mary Louise’s death. McDonald’s next door neighbor, who was generally aware of any visitors to McDonald’s house, testified he had never seen propounder until Mary Louise’s funeral. Lilia Williams testified that prior to Mary Louise moving back to Southern Pines, propounder was not at all significant in McDonald’s life, and in fact, McDonald “didn’t care for [propounder] or her family.” Linda Laverdure and Agnes Davis, nieces of McDonald, both testified they were around McDonald often for many years, and that McDonald did not associate with propounder until Mary Louise returned to Southern Pines. Davis testified propounder only became very involved in McDonald’s life following Mary Louise’s death.

Cameron testified that in the weeks following Mary Louise’s death, and about the time she first noticed propounder’s involvement with McDonald, she observed “a definite change” in McDonald’s personality. Whereas McDonald had typically been “feisty” and formed her own opinions, she was now “very submissive to any suggestions or planning.” Cameron noticed propounder was constantly “directing [McDonald] what to do,” was “very much in charge,” and that McDonald was “very submissive” to everything propounder instructed. Cameron also observed that in order to direct McDonald what to do, propounder “repeatedly” and continually told McDonald “this is what Mary Louise would have done” or “this is what Mary Louise would have liked for you to do.” Cameron testified these statements always had a significant impact on McDonald, who would then completely and uncharacteristically submit to whatever propounder had suggested as being Mary Louise’s desire.

Cameron’s testimony was corroborated by several other witnesses close to McDonald. Laverdure testified that after Mary Louise’s death, propounder “stepped into” Mary Louise’s role of directing McDonald and making decisions for her. Williams also observed propounder “several times” directing McDonald what to do by stating it was what Mary Louise would have wanted, and that propounder told McDonald that Mary Louise had given her specific instructions to look after McDonald should Mary Louise die, but that she “could only look after her if [McDonald] gave her the means to do it.”

In addition, Cameron testified that during the weeks after Mary Louise’s death, McDonald was taking several medications and was easily confused by what she needed to take and when, such that *224 Cameron was required to monitor her. Cameron further testified she tried to explain to McDonald how to use household items such as the microwave, but McDonald was incapable of understanding. Cameron had to assist McDonald with such things as bathing. Also during this time, Cameron routinely drove McDonald to her own home to pick up her mail, and propounder would accompany them. Cameron testified that while in McDonald’s house, she observed propounder going through papers which Cameron believed to be Mary Louise’s financial documents.

Caveator also presented the testimony of Mike Haney, a financial consultant who performed services for McDonald. Haney testified McDonald contacted him shortly after Mary Louise’s death in July 1997. McDonald requested that Haney take her to see Robert Page, an attorney. Haney did so, and the three briefly discussed the drafting of a will for McDonald. Haney testified that in discussing potential beneficiaries, the only name McDonald mentioned was Norman Paschal, a blood nephew who resided in Atlanta and had assisted in caring for McDonald’s older sister. According to Cameron, Paschal was the first person McDonald wished to contact after Mary Louise’s death. Propounder’s name was never mentioned in that meeting.

After that meeting, Haney testified McDonald requested that he come to her house on a weekly basis to assist her. Throughout this time, Haney observed about McDonald a “dependency on someone to point the direction specifically” and stated he believed he could have persuaded her or pushed her in making decisions had he so desired. On one such meeting at McDonald’s house, Haney met propounder. Haney testified that when he was leaving that day, propounder followed him out to his car and told him it was obvious McDonald trusted him, and that “[w]e really don’t need this nephew in Atlanta involved in this. We’re a family up here; we can take care of it.” Haney was taken aback by propounder’s statements, and did not respond.

McDonald also sought financial services from Blanchard Granville following Mary Louise’s death. Granville met with McDonald several times regarding her financial investments. Granville testified propounder was present for all his meetings with McDonald, including those at which the beneficiary designations on McDonald’s investments were changed from Mary Louise to pro-pounder. Granville testified propounder did most of the talking during these meetings, and that McDonald was “very, very quiet” and obviously “depressed.”

*225 In mid-September 1997, roughly two months after Mary Louise’s death and one month prior to execution of the will, McDonald moved from Cameron’s home to a retirement home. Cameron testified she visited McDonald in her room one evening shortly after the move. When Cameron returned home that evening, she received a telephone call from propounder, who told her McDonald had complained about Cameron’s visit. Cameron was surprised, because McDonald never gave any indication she was not welcome to visit and McDonald was pleasant for the duration of the visit. As a result, Cameron did not visit McDonald in the retirement home until some time later upon receiving a telephone call from a relative of McDonald’s asking her why she had not been visiting McDonald. Cameron relayed what pro-pounder had told her, but the relative dismissed it as untrue.

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Cite This Page — Counsel Stack

Bluebook (online)
577 S.E.2d 131, 156 N.C. App. 220, 2003 N.C. App. LEXIS 126, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-will-of-mcdonald-ncctapp-2003.