Machen v. Machen

380 S.W.3d 497, 2011 Ark. App. 47, 2011 Ark. App. LEXIS 75
CourtCourt of Appeals of Arkansas
DecidedJanuary 26, 2011
DocketNo. CA 10-561
StatusPublished
Cited by7 cases

This text of 380 S.W.3d 497 (Machen v. Machen) is published on Counsel Stack Legal Research, covering Court of Appeals of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Machen v. Machen, 380 S.W.3d 497, 2011 Ark. App. 47, 2011 Ark. App. LEXIS 75 (Ark. Ct. App. 2011).

Opinion

LARRY D. VAUGHT, Chief Judge.

|¶ This case involves a family-settlement agreement. Billy Ray Machen, who died on May 20, 2006, was survived by his wife, appellant Julia Machen, and two sons, appellee Billy Randall Machen (Randy) and Steven Ray Machen. On July 12, 2006, Julia filed a petition to probate Mr. Machen’s 1996 will, which gave a life estate in his real property to Julia, with certain restrictions, and the remainder to Randy. It made the following provisions for his personal property:

2. I give and bequeath to my son, Billy Randall Machen, the sum of $10,000.00 to be paid out of my estate after the payment of my debts.
3. I give and bequeath to my son, Billy Randall Machen, as trustee for my grandchildren born of Billy Randall Ma-chen, the sum of $20,000.00 to be retained, managed, and distributed by him under the provisions of paragraph VI. of this will. If Billy Randall Machen does not accept the duties as trustee or ceases to act as trustee, ^for any reason, then I direct that my wife, Julia Laney Machen, act as trustee. If Billy Randall Machen and Julia Laney Machen do not accept the duties of trustee or cease to act as trustee, then I appoint the Trust Department of the Farmers Bank & Trust Company of Magnolia, Arkansas, to act as trustee. I direct that no bond be required of any trustee for their actions in this capacity.
4. I give and bequeath to my beloved wife, Julia Laney Machen, all cash on hand and deposits in bank accounts in either my name, singularly, or jointly in mine and my wife’s name, all furniture, household contents, furnishings, appliances, lawnmowers, vehicles, and any three guns, and any tools which she may choose.
5. All the rest and remainder of my tangible personal property, I give and bequeath to my youngest son, Billy Randall Machen.

In paragraph VI, the will provided for a testamentary trust for the benefit of Randy’s children.

On November 13, 2007, Randy filed a petition opposing the probate of the 1996 will and the appointment of Julia as executrix, stating that Mr. Machen had revoked the will and had made changes on it indicating his intent to alter it. He attached a copy of the will with the changes made by Mr. Machen, which was signed and dated by Mr. Machen, Julia, and Randy. The changes increased Randy’s bequest to $100,000 and his children’s bequest to $200,000. Randy also stated that Julia had the original revised document in her possession and asked the court to order her to produce it.

On March 3, 2008, the probate court held a hearing on whether the 1996 will, or the marked-up version of that will, should be admitted to probate and whether Julia should be appointed executrix. Neither party could produce an original of the documents. Randy testified that his father made the handwritten changes on the will and signed it as Randy was driving him and Julia, who was in the back seat of the car, to a neurologist in Tyler, Texas, Ron November 11, 2005. Randy said that, when they were in the car, his father had told him that his wealth had increased since he had made the will and that he wanted to give Randy and the grandchildren more than what he had originally bequeathed them; that his father also changed the will to provide that Randy would receive his tools, guns, and lawn-maintenance equipment; and that Julia made no objection. Randy stated that, after his father made the changes, and signed and dated the will, he put it back into his briefcase; Randy did not see it again until the day after his father died. He said that, the day after the funeral, Julia produced the document and told Randy that she wanted Mr. Machen’s will to be carried out and asked Randy to sign and date it with her as if they had signed it on the day that Mr. Machen had made the changes.

Randy stated that, after he and Julia had signed the marked-up document, Julia changed her mind; she told him later-that she did not think the children should receive more than $20,000 each, but the next day, she said that she would do exactly what Mr. Machen had wanted. A month later, he said, she told him that she had learned that grandchildren normally do not get that much. Randy testified that two years before trial, Julia had given each of his children $10,000, expressly stating that they were Christmas gifts and had nothing to do with the estate. He said that, although he had received $97,000 from his father’s retirement account because Julia had disavowed some funds, she had not transferred $200,000, or even $20,000, to him as trustee for the children. He stated that he had no doubt as to what his father had wanted to do and asked that his father’s last wishes be enforced.

|4JuIia testified that, although Mr. Ma-chen had made changes to the will, he had not made them in the car on the way to the neurologist. She said that in late 2004 or early 2005, she left her husband at Randy’s office in Little Rock while she went to a doctor’s appointment; on the way home that night, Mr. Machen produced the 1996 will with “some scratching on it”; he told her that Randy wanted him to increase his bequest to $100,000, which, she replied, was fine with her. She said that her husband added that he thought $200,000 was too much to leave the girls; after she responded that it was his decision, he left that provision as it was and later told her that he was not going to make that change.

Julia said that, although Randy did go to Tyler with them for Mr. Machen’s brain surgery for Parkinson’s disease, it was on October 4. She said that Mr. Machen asked her:

“Guess what he just asked me?” and I said, “What?” and he says, “He wants to know where the new will is.” I said, “Oh, really?” and he says, ‘Yeah.” He says, “I’m going to get out the will I scratched through,” and he says, “we’re all going to sign it,” and he said, “that should make Randy happy.” I said, “Whatever.”

Julia said that she and Mr. Machen signed the document the morning before he went into surgery; that, although Mr. Machen was competent and knew what he was doing, he wrote on the top of the document that he was replacing the 1996 will to satisfy Randy. She said that he made other changes, but there was a page missing; although he had written on the back of page 2, it was not copied. She denied having the original. She said that she did not actually witness her husband sign the document and did not know if the handwriting on it was his, but admitted signing it herself. She also admitted disavowing $100,000 to give to Randy because of the amended paragraph 2.

|sJulia said that she and Mr. Machen had held all of their bank accounts jointly; that there was a little over a million dollars in Mr. Machen’s retirement account when he died; that she was the primary, and Randy was the contingent, beneficiary of the retirement account; that, prior to Mr. Machen’s death, he set nothing aside; and that she had set up savings accounts of $10,000 for each of the girls, in addition to the $10,000 certificates of deposit that she gave them, to carry out the wishes of her husband pursuant to the original will.

Randy’s attorney stated that, after hearing the testimony that day, he thought that they actually had a family-settlement agreement that needed to be tried in another court.

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Cite This Page — Counsel Stack

Bluebook (online)
380 S.W.3d 497, 2011 Ark. App. 47, 2011 Ark. App. LEXIS 75, Counsel Stack Legal Research, https://law.counselstack.com/opinion/machen-v-machen-arkctapp-2011.