Langford v. McCormick

552 So. 2d 964, 1989 WL 135528
CourtDistrict Court of Appeal of Florida
DecidedNovember 9, 1989
DocketBR-176
StatusPublished
Cited by10 cases

This text of 552 So. 2d 964 (Langford v. McCormick) 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
Langford v. McCormick, 552 So. 2d 964, 1989 WL 135528 (Fla. Ct. App. 1989).

Opinion

552 So.2d 964 (1989)

Robert LANGFORD, Appellant,
v.
Curtis McCORMICK, As Personal Representative of the Estate of Anava L. McCormick, Deceased, Appellee.

No. BR-176.

District Court of Appeal of Florida, First District.

November 9, 1989.
Rehearing Denied December 12, 1989.

*965 Benjamin W. Redding of Barron, Redding, Hughes, Fite, Bassett & Fensom, P.A., Panama City, for appellant.

Richard D. Ogburn of Foster & Ogburn, Panama City, for appellee.

PER CURIAM.

Robert Langford appeals a final judgment denying his petition for revocation of probate of his sister's will dated in March 1985 on the ground that her will subsequently executed in September 1985 is void due to procurement through undue influence. We hold the evidence is legally insufficient to support a finding of undue influence.

I.

Anava McCormick died in October 1985. Her surviving family included her husband, Curtis McCormick (appellee), her three brothers, Robert Langford (appellant), Fred Langford and Murray Langford, and her niece Elizabeth, the wife of Murray's son. In early 1985, Anava was diagnosed as having terminal cancer and advised to get her affairs in order. She went to her brother, Fred, an attorney and member of the Florida Bar, and asked him to prepare her will. The will Fred drew (the March will) named her husband Curtis as her personal representative and left most of her estate to him, primarily through the residuary clause. Several months later, Anava requested Fred to draw another will for her. As Fred was not sure exactly what she wanted in the new will, he drew three separate wills for her consideration, which he gave to Robert Langford. These wills ultimately were delivered to decedent's niece Elizabeth.

On August 30, 1985, an approaching hurricane forced Anava and Curtis to leave their Panama City Beach home and go to the family home in Alabama. The next day Anava went to a hospital in Birmingham for treatment. She rode in a car with Elizabeth and Elizabeth's mother, while Curtis rode to Birmingham in another car with Elizabeth's father-in-law, Murray. During the trip to Birmingham, Elizabeth showed her aunt the three wills drafted by Fred and asked her which one she wanted to sign. According to Elizabeth, Anava chose one of the three and handed it to Elizabeth's mother, but did not sign it or otherwise make any indication of her choice on the will. Elizabeth did not notice which one Anava chose. She retrieved the wills and placed all three in a single envelope and returned them to the glove compartment of the auto. Sometime after the hospital trip, Elizabeth showed the three wills to her father-in-law. Murray then showed the wills to his wife, who reviewed them and selected the one she believed Anava had chosen. Murray mailed that will to *966 Robert Langford.[1]

In September, some three weeks before Anava died, Robert made an appointment for her with Mark Murphy, an attorney in Andalusia, Alabama, who had represented her in past real estate transactions. The record indicates that this was done at Anava's request. Anava told her husband, Curtis, of this appointment and her intention to change her will, and Curtis objected. Nevertheless, he drove her to the attorney's office as she requested. On the day of the appointment, unbeknown to Anava, Robert took the will he had received from Murray to attorney Murphy's office. He gave it to Murphy and left through the back entrance, explaining to Murphy that Anava and Curtis were sitting in the waiting room and he wanted to avoid a confrontation with Curtis, who did not approve of Anava's making a new will.

Attorney Murphy took Anava to an empty office, leaving Curtis in the waiting room. He showed her the will he received from Robert and asked her if she wanted to execute it. After reviewing this will with the attorney, she told him that she did not want to sign that will and instructed him to prepare a new will. He spoke to her at some length about the disposition of her property. After she told him what she wanted done and why, he took his notes to a secretary and the drafting of the new will began. Among other things, Anava instructed Murphy to make Robert rather than Murphy executor, and she also told him that she wanted the will to recite certain powers for the executor which had not been set forth in the draft left by Robert. Unlike all previous wills, this will explicitly left real property purchased during the marriage to Curtis rather than passing it through the residuary clause. Because the drafting process was consuming a longer time than expected, Murphy left Anava in the office and reentered the waiting room to advise Curtis of the reason for the delay. Curtis confirmed that he disapproved of what Anava was doing and would contest the will if she executed it. After the will was typed, Anava signed it in the presence of two employees in Murphy's office, but out of her husband's presence, and left the new will and all copies with Attorney Murphy. Thereafter, Anava and Curtis returned to their home in Panama City Beach where she remained until her death.

On October 17, Mrs. McCormick succumbed to her illness. The following day, before Anava's funeral was held, Curtis filed a petition to probate the March will. Robert Langford, named as personal representative in the September will, filed a petition to revoke probate of the earlier will based upon the existence of the later will. Curtis filed an answer to Robert's petition that generally denied the allegations of the petition but raised no affirmative defenses. Although Curtis did not specifically plead in his answer that the September will was invalid because of undue influence, the extensive discovery that followed left no doubt that undue influence formed the basis of Curtis' contentions.

During a five-day bench trial, both parties presented evidence in support of their respective contentions, including the issue of undue influence. Although some of the testimony was in conflict, most of the evidence was not contradicted, and the factual disputes stemmed largely from the inferences to be drawn from the evidence. The trial judge entered judgment denying Robert's petition for revocation on the ground that the Langford family members had used undue influence to procure the September will. The judge specifically found that they had "failed to come forward with a reasonable explanation for their active roles in decedent's affairs," apparently concluding that they had not overcome the presumption of undue influence. Robert appeals that judgment.

II.

Appellant first argues that the trial court erred in accepting evidence of undue influence and resolving the case on *967 that issue because the defense of undue influence was not raised in the pleadings. There is no doubt that undue influence is an affirmative defense and thus required to be pleaded in this case. Fla.R.P. & G.P. 5.010 provides that probate proceedings shall be governed by the Probate Rules and that "The Florida Rules of Civil Procedure apply only as provided herein." Under Rule 5.025(a) a proceeding for revocation of probate of a will is an adversary proceeding. Rule 5.025(d) requires that, after service of formal notice of the adversary proceeding, the proceeding shall be conducted similar to suits of a civil nature and the Florida Rules of Civil Procedure shall govern, including the entry of defaults. Under Fla.R.Civ.P. 1.110(d), a party is required to "set forth affirmatively ...

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Bluebook (online)
552 So. 2d 964, 1989 WL 135528, Counsel Stack Legal Research, https://law.counselstack.com/opinion/langford-v-mccormick-fladistctapp-1989.