In the Matter of the Last Will and Testament of Luke Beard, Deceased: Antonio Christmas v. Diane Christmas

CourtCourt of Appeals of Mississippi
DecidedMay 18, 2021
Docket2019-CA-01821-COA
StatusPublished

This text of In the Matter of the Last Will and Testament of Luke Beard, Deceased: Antonio Christmas v. Diane Christmas (In the Matter of the Last Will and Testament of Luke Beard, Deceased: Antonio Christmas v. Diane Christmas) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In the Matter of the Last Will and Testament of Luke Beard, Deceased: Antonio Christmas v. Diane Christmas, (Mich. Ct. App. 2021).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI

NO. 2019-CA-01821-COA

IN THE MATTER OF THE LAST WILL AND APPELLANT TESTAMENT OF LUKE BEARD, DECEASED: ANTONIO CHRISTMAS

v.

DIANE CHRISTMAS APPELLEE

DATE OF JUDGMENT: 11/12/2019 TRIAL JUDGE: HON. NATHAN P. ADAMS JR. COURT FROM WHICH APPEALED: LINCOLN COUNTY CHANCERY COURT ATTORNEYS FOR APPELLANT: BERNARD C. JONES JR. ASHLEY D. JONES ATTORNEY FOR APPELLEE: W. BRADY KELLEMS NATURE OF THE CASE: CIVIL - WILLS, TRUSTS, AND ESTATES DISPOSITION: REVERSED AND REMANDED - 05/18/2021 MOTION FOR REHEARING FILED: MANDATE ISSUED:

BEFORE BARNES, C.J., GREENLEE AND McDONALD, JJ.

McDONALD, J., FOR THE COURT:

¶1. Antonio Christmas appeals from the judgment of the Lincoln County Chancery Court,

which found that the evidence Antonio presented was insufficient to admit the will of his

grandfather Luke Beard to probate. Antonio’s mother and Beard’s sole heir-at-law, Diane

Christmas, contested the validity of the will in which Beard left everything to Antonio. The

issue on appeal is whether the evidence submitted was sufficient to admit the will to probate.

After a review of the record and considering the arguments of counsel, we reverse the

chancery court’s judgment and remand for further probate proceedings.

Facts ¶2. In February 1987, when he was sixty-five years old, Beard executed a will. In it, he

left everything, including thirty-two acres of land, to his grandson, Antonio, who was

eighteen at the time. Beard told Antonio that he had prepared the will, but Beard did not tell

his only child, Diane.

¶3. Beard died on February 26, 2001. After Beard’s death, Diane continued to pay the

taxes on the land, and Antonio maintained Beard’s house where Antonio was living at the

time of the trial. Thereafter, Diane and Antonio became estranged. Sometime in 2003,

Antonio found Beard’s will with some old tax receipts in a closet in the house. Antonio took

no action and did not tell his mother about the will.

¶4. Having no knowledge of the will,1 Diane filed a petition to open an estate to settle her

father’s affairs on December 11, 2002.2 In that estate proceeding, Diane was adjudicated to

be Beard’s only heir. Years later, on June 19, 2014, Diane opened a second estate.3 Antonio

was unaware of either of these estate proceedings.

¶5. In 2017, when Good Hope Inc. started cutting timber on the property, Antonio tried

1 Antonio testified that he felt that Diane knew about the will, but he admitted that he did not tell her about it. He entered no evidence to establish Diane’s knowledge of the will. 2 Diane testified that following her father’s death, she filed a wrongful-death case against his nursing home, and she received some money as a result. She could not recall the amount. 3 Diane was unclear why she opened the second estate, but it may have been related to the settlement she received on behalf of her father from the black farmer’s national class- action lawsuit for past discriminatory lending. She received a $50,000 award.

2 to stop them. From his dealings with Good Hope4 and other sources, Antonio learned of the

estate actions Diane had filed. Antonio then filed this current action to probate Beard’s will

on October 1, 2018.

¶6. The typewritten will is brief. It is titled “Last Will and Testament of Luke Beard.”

The body of the will contains three paragraphs: the first paragraph appoints Diane as the

executrix of Beard’s will; the second paragraph directs that Beard’s bills must be paid; and

the third bequeaths all of Beard’s property to Antonio. The closing paragraph reads:

IN WITNESS WHEREOF, I have signed, published and declared this instrument as and for my last will and testament in the presence of the witnesses whose names are subscribed below, and the said witnesses have, at my special instance and request, in my presence and in the presence of each other, subscribed their names as attesting witnesses, all on this the 13th day of January, A.D. 1987. [/s/Luke Beard] Luke Beard Witnesses: [/s/ Robert Jones Sr.] [/s/ Robert Jones Jr.]

The month was originally typed “January,” but it was scratched out, and “February” was

handwritten below it. There is no separate attestation clause for the witnesses to sign to attest

that they witnessed Beard sign the will and that he was of sound mind.

¶7. Diane contested the will and filed a “Caveat and Objection to Probate.” In it, she

alleged that the will was invalid because Beard lacked testamentary capacity and was not of

sound mind at the time he signed the will. The parties conducted no discovery, and the

matter was tried before a special chancery court judge who was appointed after the local

4 Apparently, Good Hope was acting as a result of a timber deed Diane had executed.

3 chancery court judge recused himself.

¶8. At the October 9, 2019 trial, Antonio and Diane testified to the facts above. Antonio

also testified that he was familiar with Beard’s signature and that the signature on the will

was Beard’s. Antonio identified Beard’s signature on a “Marital Agreement As To Property”

that Beard had signed. That document was entered into evidence. Diane testified that at the

time of the execution of the will in 1987 when Beard was sixty-five, he knew who she was,

and he conducted his own affairs. No doctor had ever said Beard’s mind was not sound.

Further, she agreed that the signature of the testator on the will was Beard’s. In addition,

when questioned whether she made a diligent attempt to locate a will as she alleged in her

petitions for administration of the estate, Diane said she had not.

¶9. Because the subscribing witnesses were both deceased at the time of the trial,5

Antonio called Durwood Breeland, a local attorney, to testify about the will’s witnesses.

Breeland knew Jones Sr. and Jones Jr., who had both practiced law as well. Jones Sr. was

older than Breeland but Breeland testified that he was familiar with both of their signatures.

Breeland also authenticated various documents, including a lease agreement, an accounting

in a conservatorship matter, a deed, and a deed of trust—all signed by Jones Jr. Breeland

testified that the signatures on those documents were, in fact, Jones Jr.’s signatures. When

shown Beard’s will, Breeland verified that Jones Jr.’s signature was genuine. Although early

in his testimony Breeland said that he was familiar with Jones Sr.’s signature, he was not

asked to verify Jones Sr.’s signature on the will itself.

5 Robert Jones Sr. had died on November 13, 2003, prior to the filing of the petition, and Robert Jones Jr. died after Antonio filed the petition.

4 ¶10. At the end of the presentation of the evidence, the chancery court heard oral

arguments from counsel. Diane’s counsel argued that the will was defective because it had

no separate attestation clause and that Antonio’s attempt to probate Beard’s will was barred

by the four-year statute of limitations to challenge an estate. Antonio contended that there

was no requirement that a separate attestation clause be included in a will. Moreover, he

argued that Diane’s admitted failing to make a diligent search and inquiry for a will made her

petitions for administration of the estate fraudulent, and there is no statute of limitations to

concealed fraud. Antonio also pointed out that Diane had not raised these issues as

affirmative defenses in her answer to Antonio’s petition. The chancery court ordered the

parties to brief these issues and reserved its ruling.

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In the Matter of the Last Will and Testament of Luke Beard, Deceased: Antonio Christmas v. Diane Christmas, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-the-last-will-and-testament-of-luke-beard-deceased-missctapp-2021.