Leighton v. Harmon

111 So. 2d 697
CourtDistrict Court of Appeal of Florida
DecidedMay 1, 1959
DocketNo. 874
StatusPublished
Cited by7 cases

This text of 111 So. 2d 697 (Leighton v. Harmon) 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
Leighton v. Harmon, 111 So. 2d 697 (Fla. Ct. App. 1959).

Opinion

ALLEN, Judge.

This is an appeal from a final order of the County Judge of Palm Beach County denying appellant’s petition for probate of the purported last will and testament of deceased, Helen Louise Baier.

Helen Louise Baier, at the time of her death, was living in a house she owned in West Palm Beach, Florida. A friend of hers, Lois Green, was living with her at that time.

The deceased had never married. However, she and the appellant in this case lived together for many years. The appellant, Leighton, was required to spend a great deal of time in Miami during the years 1957 and 1958 but he continued to treat Helen Baier’s home as his residence and listed it as his address on his voting registration card.

•The decedent’s parents were deceased and her nearest living relative was Robert Green Harmon, one of the appellees. Mr. Harmon’s sister was a half-sister of the decedent’s mother.

Mr. Leighton testified that he had searched the house, desk, etc., thoroughly in looking for a will of the deceased, but had not found one. The safety deposit box of the deceased was opened and contained no will or other testamentary documents.

Anne Price, a friend of the decedent, Beulah Harmon and Robert Harmon testi[699]*699fied that after the funeral the three of them searched decedent’s bedroom and found among loose papers, on the top of the desk in decedent’s bedroom, an envelope, on the outside of which the word “will” was written, containing the will now in issue. These witnesses testified that the word “cancelled” was written across the face of the will when they found it. The will, according to their testimony, was placed in Beulah Harmon’s handbag where she kept it until turning it over to the First National Bank on or about May 9, 1958, after the bank was appointed Curator of the decedent’s estate. The Curator thereafter delivered the document to the court. Robert Harmon filed his caveat on May 12, 1958, with the County Judge for Palm Beach County after the appellant Leighton presented his petition to the County Judge seeking probation of the will. The appellees, as heirs at law, answered contending that the instrument was not a will that was entitled to probate as it had been cancelled during the life of the decedent.

The portion of the will involved herein is as follows:

“Item 2: I give, devise and bequeath all my estate, whatsoever, and wheresoever, both real and personal, to which I may be entitled, or which I have the power to dispose of at the time of my death, unto my dearest friend Irvin J. Leighton absolutely and in fee simple.
“Item 3: Should said friend pro-decease me or should we die in a common disaster at approximately the same time or under circumstances as to render it difficult to determine who died first, then I give, devise and bequeath all my said estate to my beloved friends, Eileen Taylor, Lois Green, Ann Hughes Price, Josephine Sheeran, Dorothy Duskin, Hazel Sowell and St Anns Church equally shared and absolutely and in fee simple. In the event of the death of any herein named, said portion will not pass on to the deceased heirs, but the remaining shall share equally in this estate.”

Across the above two paragraphs of the will the word “Cancelled” was written in pencil. The “C” of the word started in Item 2 and extended through two lines of Item 3 with the balance of the word extending on up into and through the Item 2 paragraph. The initials “H.B.” are written in pencil between Item 2 and Item 3. In the margin opposite Item 3 are the figures “3/14/57” and underneath that the words “Helen L. Baier.” The names of Eileen Taylor and Dorothy Duskin in Item 3 are scratched out with a ball point pen. The appellees contended that these markings constituted an act of revocation performed by the testatrix. Attestation and execution are not contested.

The lower court held that the evidence was sufficient to raise a presumption of cancellation and held that the proponent of the will had the burden of proof to show that the will had not been revoked or cancelled. Appellant introduced expert testimony that the date “3/14/57” and the signature “Helen L. Baier” were in the handwriting of the testatrix but that the word “Cancelled” or the initial “H.B.” were not. The appellee introduced expert testimony that the initials “H.B.” and the date “3/14/57” and the name “Helen L. Baier” were in the handwriting of the testatrix but expressed no opinion as to whether or not the testatrix wrote the word “Cancelled.”

The decision on fact of the cancellation of the will was decided by a very able county judge who wrote an excellent opinion in the case and made various findings of fact, and since there was evidence in the record from which the lower court could properly determine the question of fact, this court will not pass on such a question. See Williams v. Kane, Fla.1956, 88 So.2d 599; In re Zimmerman’s Estate, Fla.1956, 84 So.2d 560.

[700]*700The appellant states the following points involved on this appeal:

1. Did the probate judge abuse judicial discretion in weighing the probative force and legal effect of the evidence and testimony and finding that decedent’s will had been revoked, where the evidence and testimony showed that the appellee who would benefit by the intestacy of the decedent had possession of decedent’s will after her death, and the uncontro-verted expert testimony showed that decedent had not written the -word “cancelled” on said will ?
2. Does the “dead man” statute, Section 90.05, Florida Statutes 1957, F.S.A., prevent the proponent of a will from testifying to facts and circumstances, which arose during decedent’s lifetime, to negate the presumption of revocation of said will by the decedent?

The lower court found, by his - opinion, that the testimony of the handwriting experts introduced on each side of the contest more or less offset each other’s tes7 timony so the court stated that he would turn to the testimony of other witnesses in the case to determine from all of the evidence where the preponderance lies.

The court then stated in his opiniqn:

“The contestants produced as their witness one Ann Price who testified that Miss Baier told her on numerous occasions that she had revoked her will and was making changes whereby Mr. Leighton and two others were to be omitted therefrom. Another witness for contestants, Eileen Davis, testified that Miss Baier called her on the telephone about Christmas time of 1957 and told her that she had voided her will. One Josephine Sheeran, testified that, shortly before her death, Miss Baier told her that she had revoked her will. These witnesses were friends of the decedent, two of whom she had named as legatees in Item 3 of her will.
“In Section 86 of Vol 1 of Mr. Red-fern’s Work, supra, we find the following rule:
“'Whenever the question is raised as to whether or not there has been a revocation by any destruction or obliteration, parol and other extrinsic evidence is necessarily admissible to show what acts were done by the testator and what his intentions were.

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111 So. 2d 697, Counsel Stack Legal Research, https://law.counselstack.com/opinion/leighton-v-harmon-fladistctapp-1959.