Langley v. Lynch

CourtCourt of Appeals of South Carolina
DecidedMay 24, 2017
Docket2017-UP-226
StatusUnpublished

This text of Langley v. Lynch (Langley v. Lynch) is published on Counsel Stack Legal Research, covering Court of Appeals of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Langley v. Lynch, (S.C. Ct. App. 2017).

Opinion

THIS OPINION HAS NO PRECEDENTIAL VALUE. IT SHOULD NOT BE CITED OR RELIED ON AS PRECEDENT IN ANY PROCEEDING EXCEPT AS PROVIDED BY RULE 268(d)(2), SCACR.

THE STATE OF SOUTH CAROLINA In The Court of Appeals

Elizabeth J. Langley, Appellant,

v.

Wendy J. Lynch, Rebecca M. Lynch, James M. Lynch, II, Donald Jordan, III, Jimmy White and S. Porter Stewart, II, as Personal Representative of the Estate of James M. Lynch, Defendants,

Of whom Wendy J. Lynch is the Respondent.

Appellate Case No. 2015-001941

Appeal From Florence County D. Craig Brown, Circuit Court Judge

Unpublished Opinion No. 2017-UP-226 Heard March 9, 2017 – Filed May 24, 2017

AFFIRMED

Jon Rene Josey, of Turner Padget Graham & Laney, PA, of Florence, for Appellant.

Joseph M. McCulloch, Jr. and Kathy R. Schillaci, both of McCulloch and Schillaci, of Columbia, for Respondent. PER CURIAM: Elizabeth Langley appeals the circuit court's grant of summary judgment to Wendy Lynch, arguing she presented sufficient evidence to create a genuine issue of material fact regarding (1) the capacity of James Lynch (Testator) to make a will and (2) whether Testator's will was the product of undue influence. We affirm.

FACTS

Testator served as a magistrate judge in Florence County for over twenty years. He had four children—Elizabeth, Wendy Lynch, Rebecca White, and James Lynch, II. In mid-April 2012, Testator was diagnosed with brain cancer. Around the time of his diagnosis, Testator split time living in his house and his female friend's house. On May 11, 2012, Testator executed a will. Testator continued to serve as a magistrate judge until he resigned in June 2012. In early fall 2012, Testator lived exclusively in his own home and Wendy moved into his home in November to help take care of him. Testator passed away on February 9, 2013.

Elizabeth subsequently initiated a will contest on the basis of lack of capacity and undue influence. Wendy filed a motion for summary judgment and included affidavits from the drafting attorney, an ascribing witness, treating physicians, and family and friends.

In his affidavit, Fredrick Hoefer, a longtime attorney and friend of Testator, stated that Testator's clerk of court requested that Hoefer draft a temporary power of attorney and a healthcare power of attorney on behalf of Testator. Hoefer drafted the documents and met Testator at Testator's office on April 18, 2012. At that meeting, Testator executed the documents, requested Hoefer draft his will, and gave Hoefer a handwritten list of assets. At the will's execution, Hoefer stated he and Testator "discussed his bequests . . . and the reason for not including his son . . . by way of specific bequest." Hoefer explained that because of Testator's diagnosis, he wanted to be sure Testator was aware of everything in the will, and he "took substantially longer to talk with [Testator] than [he] would normally spend." Hoefer believed Testator was "clearly of sound mind, was acutely aware of his mortality, his assets and, most importantly, his family." Hoefer stated Elizabeth waited in the reception area while the will was executed and then drove Testator home. Hoefer's paralegal, who served as a witness for the execution of Testator's will, stated, "At no time during [her] interaction with [Testator] that day did [she] observe anything that would lead [her] to question his mental competence or whether his actions were completely voluntary." Wendy also submitted the affidavits of three of Testator's physicians who performed physical and mental examinations of Testator, after his diagnosis but before he executed the will, and found him competent. Testator was also examined on December 6, 2012, by a fourth physician who opined to a reasonable degree of medical certainty that Testator was competent to make important decisions. Additionally, on December 11, 2012, a fifth physician performed a competency evaluation on Testator and, again, Testator was found to be competent. Wendy also provided affidavits from numerous other friends, coworkers, and acquaintances of Testator who described Testator's competency and the lack of undue influence around the time the will was executed.

Elizabeth filed a memorandum in opposition to the motion for summary judgment along with the affidavits of witnesses that allegedly showed a change in Testator's capacity and Wendy's undue influence.1

Testator's daughter, Rebecca, alleged Testator "lacked the capacity to make a will" because certain anticipated portions of Testator's estate were not specifically addressed. Rebecca claimed that when Testator was diagnosed, there was a drastic change in his abilities. Rebecca stated Testator had memory issues and difficulty doing everyday tasks like dialing his cell phone. Donald Campbell, Testator's nephew, claimed that each time he visited Testator after his diagnosis, he "could tell that [Testator] was not the same." Campbell stated that when he visited with Testator post-diagnosis, Testator would act confused and was not as "sharp" as he used to be. George McClam, a friend and employee of Testator, claimed he visited Testator on May 9, 2012, two days before Testator executed his will. He asserted that during the visit, Testator said he signed some papers at the hospital, but Testator did not know what he had signed. McClam stated Testator said "he had to do something for [his son] as related to his living arrangements." He stated his conversation with Testator continued but "the train of thought was incoherent." During another visit around this date, McClam took Testator to the grocery store, but Testator was unable to make a purchase; McClam described, "[I]t was like he had entered a strange and unfamiliar place." He also stated that "one on one, in simple conversation . . . [Testator] seemed to function in a normal manner." Rae Wilkerson, Testator's friend, took a screenshot of her phone showing a text message

1 Although the circuit court found the affidavits and other documents submitted by Elizabeth were untimely and in violation of Rule 56(c), SCRCP, "in consideration of the motion in the light most favorable to [Elizabeth], [it] considered the affidavits and other materials provided." sent from Wendy to Wilkerson stating, "He [has] not been competent since his brain tumors dx [sic] due to damage seizure memory loss."

The affidavits submitted by Elizabeth also allegedly showed the undue influence Wendy exerted upon Testator. Rebecca believed Wendy "unduly influenced [Testator] in the creation of the will." Rebecca stated that after Testator's diagnosis, Wendy attempted to control Testator's actions and the individuals in his presence. Rebecca claimed Wendy told her that the siblings "needed to go ahead and divide everything because [Testator] was unable to do so." She asserted Wendy would not allow her to speak privately with Testator and "went so far as to have baby monitors in [Testator's] room." Rebecca stated Wendy's son moved into Testator's house to "police" Testator. Tracey Frazier, Testator's niece, claimed Wendy tried to control Testator. Specifically, she asserted Wendy (1) bombarded Testator with questions about his will and assets, (2) tried to keep Testator away from friends and family, and (3) repeatedly changed Testator's phone number. Frazier accused Wendy of trying to kill Testator on several occasions

Additionally, the affidavits submitted by Elizabeth allegedly showed Testator's will deviated from the intended distribution plan he expressed to his friends. Wilkerson claimed Testator said "he would leave everything split equally to his daughters." She stated Testator specified, "The lake house was supposed to be split three ways.

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Langley v. Lynch, Counsel Stack Legal Research, https://law.counselstack.com/opinion/langley-v-lynch-scctapp-2017.