In re Will of McFayden

632 S.E.2d 520, 178 N.C. App. 704, 2006 N.C. App. LEXIS 1635
CourtCourt of Appeals of North Carolina
DecidedAugust 1, 2006
DocketNo. COA04-1585.
StatusPublished

This text of 632 S.E.2d 520 (In re Will of McFayden) 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 McFayden, 632 S.E.2d 520, 178 N.C. App. 704, 2006 N.C. App. LEXIS 1635 (N.C. Ct. App. 2006).

Opinion

JACKSON, Judge.

Simon A. Burney and his wife, Mary J. Burney ("caveators"), appeal from the trial court's judgments entered 28 May 2004 that ordered trifurcation of the jury trial of the caveat proceeding and granted directed verdict in favor of Mickey Jackson ("propounder").

On 8 August 2003, Hector Cornelius McFayden ("testator") died of natural causes at the age of seventy-six. Caveators are testator's neighbors and propounder is testator's cousin. Mary Sherrill ("alignor") is testator's sister and aligns with caveators. Patricia Hall Nunalee and June Hall Ransbotham ("intervenors") are testator's cousins and argue for affirmation of the trial court's directed verdict.

Two wills are contested here: one, executed on 30 January 1995 ("1995 will") devises all of testator's property to propounder; and the other executed on 15 February 2002 ("2002 will") devises all of testator's property to caveators. Propounder admitted the original 1995 will to probate. The evidence shows that only a copy of the 2002 will could be found.

Caveators initiated the present action to set aside testator's 1995 will. In the caveat, caveators contend that the 1995 will is not testator's last will and testament, and that testator duly executed his last will and testament on 15 February 2002 in the law offices of MacRae, Perry, Williford, MacRae & Hollers, L.L.P. Caveators argue that the drafting attorney instructed testator to place his original 2002 will in a safe deposit box and to destroy the 1995 will. Upon testator's death and after a diligent search, the original 2002 will could not be found. Caveators filed an application for Probate of Lost Will on 19 March 2004.

Propounder answered the caveat and filed motions to dismiss the caveat proceeding pursuant to N.C. R. Civ. P. 12(b)(1), 12(b)(6), and 12(c). Propounder argued that caveators lacked standing to file the caveat. On 25 March 2004, the trial court denied propounder's motions, and propounder did not file his notice of appeal until 30 June 2004. Accordingly, propounder's appeal of the trial court's denial of his motion to dismiss is not properly before this Court. See N.C. R.App. P., Rule 3(c)(1) (2006) (in civil actions, a party must file and serve a notice of appeal within thirty days after entry of judgment).

On 12 April 2004, propounder filed a motion to trifurcate the caveat proceeding for separate trials. The trial court granted propounder's motion, and ordered that the jury trial be presented in three phases as follows:

Phase I: Is the paper-writing, dated January 30, 1995, the Last Will of Hector Cornelius McFayden?

Phase II: Did Hector Cornelius McFayden destroy the original of the paper-writing, dated February 15, 2002?

Phase III: Issue One: Is the paper-writing, dated February 15, 2002, the Last *523Will of Hector Cornelius McFayden? Issue Two: Did Hector Cornelius McFayden lack sufficient mental capacity to make and execute a Will at the time the paper-writing, dated February 15, 2002, was executed? Issue Three: Was the execution of the paper-writing, dated February 15, 2002, procured by undue influence?

The trial court conducted Phase I of the caveat proceeding on 12 April 2004, during which the jury found that the 1995 will was testator's last will and testament. During Phase II, at the conclusion of caveators' evidence, propounder moved for directed verdict on the grounds that caveators failed to present sufficient evidence to go to the jury on Phase II. The trial court granted propounder's motion, and caveators moved the trial court to stop the trial, release the jury, and certify its directed verdict on the issue in Phase II for immediate appeal to this Court. On 28 May 2004, the Honorable Gregory A. Weeks entered an order that caveators did not present sufficient evidence on the issue of whether testator destroyed the original 2002 will with the intention of revoking it, and that testator revoked the 2002 will by destroying the original 2002 will with the intention of revoking it. Caveators appealed from the trial court's judgments.

On appeal, caveators present three issues: (1) whether the trial court erred in granting propounder's motion to trifurcate; (2) whether the trial court erred in granting propounder's directed verdict; and (3) whether the trial court erred by not allowing testimony regarding testator's mental capacity.

The scope of review on appeal is confined to a consideration of those exceptions set out and made the basis of assignments of error in the record on appeal. N.C. R.App. P., Rule 10 (2006). Exceptions in the record not set out in appellant's brief, or in support of which no reason or argument is stated or authority cited, will be taken as abandoned. N.C. R.App. P., Rule 28 (2006). Caveators failed to cite authority supporting their third argument. For this reason, caveators' third argument is not properly before us.

The first issue is whether the trial court erred in granting propounder's motion to trifurcate and sever the issues as presented to the jury.

The trial court trifurcated the proceedings into separate phases. In the first phase, the jury decided that the first will, executed in 1995, was a valid will. Subsequently, the later will, executed in 2002 was tried before the same jury in the second phase of the trial.

Pursuant to the provisions of Rule 42(b) of the North Carolina Rules of Civil Procedure, it was with the trial court's discretion to trifurcate the proceedings. N.C. Gen.Stat. § 1A-1, N.C. R. Civ. P. 42(b) (2005). This decision is reviewed under an abuse of discretion standard. Roberts v. Young, 120 N.C.App. 720, 725, 464 S.E.2d 78, 82 (1995). In this case, it is clear that the issues concerning the validity of the 1995 will and the revocation of the 2002 will were separate, distinct and compartmentalized. Therefore, the trial court did not abuse its discretion in severing these trials.

The decision to try the issues pertaining to the 1995 will prior to the 2002 will also was within the sound discretion of the trial court. An abuse of discretion occurs only when the trial court's ruling is "manifestly unsupported by reason or one so arbitrary that it could not have been the result of a reasoned decision." Briley v. Farabow, 348 N.C. 537, 547, 501 S.E.2d 649, 656 (1998). In this case, the trial court eventually would have to decide the validity of both the 1995 and the 2002 wills. The resolution of the validity of one will would not be determinative of the validity of the other. This being the case, it was not manifestly unreasonable to try the 1995 will first.

The submission of the issue to the jury as to the 1995 will referring to the last will and testament of the deceased was not error. The only issue to be decided by the jury was the validity of the 1995 will. Nothing else was submitted to the jury during the first phase of the trial.

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Related

Matter of Will of Jolly
366 S.E.2d 600 (Court of Appeals of North Carolina, 1988)
Roberts v. Young
464 S.E.2d 78 (Court of Appeals of North Carolina, 1995)
Matter of Will of Jarvis
430 S.E.2d 922 (Supreme Court of North Carolina, 1993)
Briley v. Farabow
501 S.E.2d 649 (Supreme Court of North Carolina, 1998)
In Re the Will of Wall
27 S.E.2d 728 (Supreme Court of North Carolina, 1943)

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Bluebook (online)
632 S.E.2d 520, 178 N.C. App. 704, 2006 N.C. App. LEXIS 1635, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-will-of-mcfayden-ncctapp-2006.