In Re Wilmott's Estate

66 So. 2d 465, 40 A.L.R. 2d 1399, 1953 Fla. LEXIS 1546
CourtSupreme Court of Florida
DecidedJune 5, 1953
StatusPublished
Cited by42 cases

This text of 66 So. 2d 465 (In Re Wilmott's Estate) 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 Wilmott's Estate, 66 So. 2d 465, 40 A.L.R. 2d 1399, 1953 Fla. LEXIS 1546 (Fla. 1953).

Opinion

66 So.2d 465 (1953)

In re WILMOTT'S ESTATE.

Supreme Court of Florida, Division A.

June 5, 1953.
Rehearing Denied July 3, 1953.

Alex Akerman, Jr., Orlando, and J.B. Hodges, Lake City, for appellant.

Fishback, Williams & Smith, Orlando, for appellee.

*466 SEBRING, Justice.

Frederick W. Wilmott died on November 30, 1949. Among his papers and effects were a will dated October 28, 1948, a codicil dated October 29, 1948, a second codicil dated April 27, 1949, a will dated June 24, 1949, and an instrument dated June 29, 1949, which purported to be a republication of the will executed on October 28, 1948.

After his death a petition was filed in the County Judge's Court of Orange County by certain of the devisees under the wills praying for the probate of the republication instrument dated June 29, 1949. William Wilmott, an adopted son of the decedent, filed objections to the probate of this instrument, and all other testamentary instruments found at the death of the decedent, on the ground that at the time of their execution the decedent lacked testamentary capacity.

The county judge, on November 6, 1951, entered an order denying the petition for the probate of the republication instrument dated June 29, 1949, and granting leave to the petitioners to file a petition for the probate of the will dated October 28, 1948, and the codicil dated October 29, 1948. The basis of this ruling was the finding of the county judge that the decedent had not possessed testamentary capacity from April 27, 1949, to June 29, 1949, inclusive.

The practical effect of this ruling was to render invalid the instrument dated June 29, 1949, which on its face reinstated the will of October 28, 1948, and also to render invalid the will dated June 24, 1949, and the second codicil to the will executed in October 1948.

After the entry of this order the petitioners filed their petition praying that the 1948 will and codicil be admitted to probate and letters testamentary be issued thereon. William Wilmott, the adopted son, filed an answer contesting this proceeding on the ground that at the time the proffered instruments were executed the decedent was mentally incapable of making a will, and furthermore that the instruments were executed as the result of the undue influence of the petitioners.

On December 20, 1951, the county judge entered an order allowing the probate of the 1948 will and the codicil. The basis of this order was the finding by the county judge that the testator possessed testamentary capacity at the time he executed the instruments, and that no undue influence had been exercised by anyone in bringing about their execution.

At a later date, the county judge entered an order denying the application of the adopted son for the allowance of costs and an attorney's fee to his attorney in connection with the contest of the purported republication dated June 29, 1949.

An appeal was taken to the Circuit Court of Orange County from all of these orders.

At final hearing, the circuit court ruled that the order of the county judge denying the probate of the republication instrument dated June 29, 1949, and admitting the 1948 will and codicil to probate, should be affirmed; that the order with reference to the application for the allowance of attorney's fees and costs should be affirmed insofar as it disallowed an attorney's fee to the protestant, and that the order should be reversed as to the disallowance of costs.

The whole matter is now before this Court on an appeal taken from the order entered by the Circuit Court of Orange County.

The first question with which we shall deal arises from the adjudication in the decree that the decedent was legally capable of making the will and codicil executed in October 1948. The appellant maintains that inasmuch as the finding of the county judge was that the decedent was incapable of making a will during the period extending from April 27, 1949, to June 29, 1949, the finding should have been that the decedent was likewise incompetent in October of 1948, there being no showing that his condition had changed materially from October 1948 until April of 1949, and there being a substantial showing that the probable incompetency was as early as October of 1946.

While it is true that the decedent was not in good health during 1948 and *467 that his condition worsened to such an extent that on April 27, 1949, he was, as found by the county judge, "so sick in body and mind that he did not possess the testamentary capacity required by law to execute" a will, it does not necessarily follow from this that he was not competent to execute a will on October 28, 1948, the day he executed the instrument that was later admitted to probate. Whether he was or was not lacking in testamentary capacity upon that day was a pure question of fact to be determined by the county judge.

The rule governing appeals in respect to such determinations is that the circuit court, on consideration of the evidence, should not reverse an order of the county judge sitting in probate unless it is made to appear that the county judge wholly misapprehended the legal effect of the evidence as an entirety, or made a finding when there was no legal substantial evidence to support it. In re Thompson's Estate, 145 Fla. 42, 199 So. 352.

In the case at bar there was substantial evidence to support the finding of the county judge. Upon a review of the order entered by the county judge the circuit court found that while during his long illness "large quantities of narcotics were administered to [the decedent] and upon many occasions he was under the influence of same so that he was incompetent to make a will, [nevertheless] when he was out from the effect of the drug he was rational and capable of transacting business. There is no showing that at the time of executing the October 28th will or the October 29th codicil he was under the influence of narcotic or otherwise, but on the contrary [there are] facts showing that his mind was clear; that he understood about his property and the disposition he was making of same. The order must be affirmed."

We agree with the conclusion reached by the circuit court in its order. The making of a will does not depend upon a sound body but upon a sound mind. By "sound mind" is meant the ability of the testator "to mentally understand in a general way the nature and extent of the property to be disposed of, and the testator's relation to those who would naturally claim a substantial benefit from the will, as well as a general understanding of the practical effect of the will as executed." Newman v. Smith, 77 Fla. 633, 82 So. 236, 241; Hamilton v. Morgan, 93 Fla. 311, 112 So. 80; Marston v. Churchill, 137 Fla. 154, 187 So. 762; Miller v. Flowers, 158 Fla. 51, 27 So.2d 667; Neal v. Harrington, 159 Fla. 381, 31 So.2d 391. A sick person may make a valid will in his last illness or even when in a dying condition. "And, unless the surrounding circumstances are such as to show that not only was the testator afflicted with an impairment of his senses, such as would ordinarily be occasioned by diseases * * * but is, by reason of the effect of disease on his mind, also unable to comprehend and understand the nature of the undertaking in which he is engaged when he attempts to make his will, it cannot be said as a matter of law that testamentary capacity is shown to be so lacking as to render a will made during one's affliction and last illness invalid for want of sufficient testamentary capacity.

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Bluebook (online)
66 So. 2d 465, 40 A.L.R. 2d 1399, 1953 Fla. LEXIS 1546, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-wilmotts-estate-fla-1953.