Lawrence v. First National Bank of Tuskaloosa

516 So. 2d 630, 1987 Ala. LEXIS 4647, 1987 WL 2145
CourtSupreme Court of Alabama
DecidedOctober 23, 1987
Docket86-319
StatusPublished
Cited by3 cases

This text of 516 So. 2d 630 (Lawrence v. First National Bank of Tuskaloosa) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lawrence v. First National Bank of Tuskaloosa, 516 So. 2d 630, 1987 Ala. LEXIS 4647, 1987 WL 2145 (Ala. 1987).

Opinion

BEATTY, Justice.

This is an appeal from a judgment based upon a jury verdict in favor of the proponent in a will contest. We affirm.

The contestants contend that the trial court erred in refusing a certain jury instruction and in allowing certain testimony on the issue of mental competency, and they contend that the verdict was against the great weight of the evidence.

The testator, James Alexander Lawrence, was born in Hale County on November 5, 1899. He executed the will in question on May 16, 1980, and died on January 16, 1985.

Mr. Lawrence had attended the University of Alabama in 1918 and while a student there was a member of the Student Army Training Corps. Prior to his discharge from that corps, he was treated for illness at the University Infirmary.

In 1921, Mr. Lawrence began a series of claims with the predecessor to the United States Veterans’ Administration, asserting a service connected physical disability. In 1923, he was awarded a 20% temporary partial disability for chronic orchitis, and later that year he was diagnosed as suffering from neurasthenia. Later, in March 1925, based upon another examination at the Veterans Hospital at Gulfport, Mississippi, his condition was diagnosed as dementia praecox, hebephrenic type, and he was rated as totally disabled. His father was appointed as his guardian, and Mr. Lawrence was hospitalized in the Gulfport hospital. Curiously enough, Mr. Lawrence appears to have been free to move about outside the hospital. He purchased several parcels of real estate and built a house on one of them. The auditor of the hospital later purchased the lot with the house, and an attending physician purchased the other lots.

In 1926, Mr. Lawrence was released from the hospital in the custody of his father. Because his father was illiterate, Mr. Lawrence himself maintained the records of his guardianship and filed regular reports to the Veterans Bureau. Apparently, Mr. Lawrence returned to Greensboro and, except for a time in 1968, remained there until sometime in 1979, when he was admitted to the Veterans’ Administration Medical Center in Tuscaloosa. While in Greensboro during the 1930’s, he peddled sundries on the streets, and some persons referred to him as “Crack,” meaning “crackpot.” His father died during the 1940’s, and he was appointed a new guardian, E.P. Martin, with whom he had little or no contact.

In September 1970, Mr. Lawrence was evaluated by a treatment team at the Veterans’ Administration Medical Center in Tuscaloosa, among them being Dr. James F. Folsom, the director. This team concluded that Mr. Lawrence was “competent to handle his own affairs and finances.” That team wrote: “We certainly recommend that his competency rating be reevaluated and that he be declared competent for Veterans Administration purposes. We think that the guardianship should be removed.”

Sometime in 1973, Mr. Lawrence contacted a Tuscaloosa lawyer, James A. Turner, for the purpose of making a will. Mr. Turner advised that Mr. Lawrence needed to have the guardianship removed and to have the management of his estate restored to him. Thereafter, on October 17, 1973, the probate court,of Hale County approved a final settlement of the guardianship and discharged the guardian. In March 1974, Mr. Turner drafted a will for Mr. Lawrence.

In 1976, Mr. Lawrence petitioned for and received letters of administration on the estate of his late mother, which consisted of land and approximately $4,000 in funds. The probate judge of Hale County made a determination that Mr. Lawrence was competent, although he conceded that no one [632]*632opposed the petition. Thereafter, on August 19, 1977, that same probate court granted Mr. Lawrence’s petition for final settlement and discharge as administrator.

Sometime in October 1979, while Mr. Lawrence was a patient at the Veterans’ Administration Medical Center in Tuscaloosa, having been readmitted from a community placement house after suffering a light stroke and deteriorating physically and mentally, he was treated in the psychiatric unit. The following comments appear in a report of his condition prepared by a staff physician at that time:

“Shortly after admission patient appeared depressed and attempted suicide by placing a rope around his neck. He was transferred to an acute psychiatric unit for close observation. Patient received treatment on medical unit for marked physical and mental deterioration. He’s shown increased weakness. Requires assistance in dressing. Has definite trouble with motor skills; has been incognizant at night. On occasion is more confused. Appears to be detached and attending his own thoughts rather than socializing with others. He realizes his limitations. Gives the impression of having given up. He has a great deal of money and property that he worries about and becomes somewhat paranoid because he is no longer able to take care of his business affairs. He is presently considered competent for VA purposes; but the treatment team recommends that a guardian be appointed as soon as possible to take care of the patient’s finances. They feel that this would be therapeutic for the patient not to have to wor^y about his property or money at this time. Diagnosis, schizophrenia paranoid type, hypertension, enu-cleation of right eye, transient ischemic attack by history 2/79; signed by G.G. Ochoa, M.D., staff physician.”

Indeed, the record discloses that Mr. Lawrence had amassed a sizable estate in bonds and cash on deposit at various banks.

Despite the recommendations contained in that report, the Veterans’ Administration determined that a lack of due process had occurred in the rating process. Accordingly, no guardian was appointed, and the conclusions on competency were voided. In fact, his treatment team, on September 10, 1980, noted that Mr. Lawrence was “competent for Veterans Administration purposes,” and was “mentally competent to manage [his] own affairs including finances.”

It is unclear from the record just where Mr. Lawrence resided between the time of that finding of competency and the date of his death, January 16, 1985. It is shown that he made a new will on May 16, 1980, as a resident of Tuscaloosa. This will left his entire estate, after the payment of debts, etc., to Judson College, a bequest he had been considering at least since March 1979. There is also evidence that he was residing for a time at a private retirement home in Northport. At the time of his death, he was a resident of Hale County.

The First National Bank of Tuskaloosa was nominated in the May 1980 will as executor, and, in due course, it petitioned for admission of that will to probate and for letters testamentary. After notice to all known heirs and next of kin, and after a guardian ad litem was appointed for those unknown, the probate court held a hearing. That court found that the will was duly and legally executed, and it granted the petition. The plaintiffs, Jerry B. Lawrence, Mildred Johnson Warren, Ivey Johnson Mayhew, and Sam Johnson, Jr., filed this contest, contending that the testator lacked the testamentary capacity to execute the will, or that it was executed under undue influence. The contest was then removed to the Hale Circuit Court. The defendant-proponent, First National Bank of Tuska-loosa, filed its answer denying the allegations.

The contest proceeded to trial before a jury, which found for the proponent, and this appeal followed.

I.

Did the trial court err in failing to instruct the jury that proponent's Exhibits

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Cite This Page — Counsel Stack

Bluebook (online)
516 So. 2d 630, 1987 Ala. LEXIS 4647, 1987 WL 2145, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lawrence-v-first-national-bank-of-tuskaloosa-ala-1987.