Marbley v. Britten

8 Ohio App. Unrep. 359
CourtOhio Court of Appeals
DecidedNovember 21, 1990
DocketCase No. 57703
StatusPublished

This text of 8 Ohio App. Unrep. 359 (Marbley v. Britten) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marbley v. Britten, 8 Ohio App. Unrep. 359 (Ohio Ct. App. 1990).

Opinion

PATTON, C.J.

Plaintiff-appellant appeals from a judgment of the probate court upholding the validity of a will. The appellee has failed to file a brief in this matter.

On September 28, 1987, an order was issued by the Cuyahoga County Probate Court admitting into probate the will of Clara Windham ("decedent"). On January 27, 1988, an action to contest the will was filed. A non-jury trial was had, in which the validity of the will was upheld over a challenge to the testatrix's testamentary capacity.

Appellant's timely appeal assigns two errors for review:

I.

"THE TRIAL COURT ERRED WHEN IT FOUND THE WILL OF CLARA WINDHAM VALID AS IT FAILS TO MEET THE STATUTORY REQUIREMENTS FOR PROPER EXECUTION SET FORTH IN OHIO REVISED CODE SECTION 2107.03."

In appellant's first assigned error, she challenges the attestation and subscription of the will. Specifically, she claims that the subscribing witnesses did not see Clara Windham sign the will, nor did they hear her acknowledge her signature as is required by R.C. 2107.03.

R.C. 2107.03 provides, in part, that a will must be (1) handwritten or typewritten; (2) signed at the end by the person making it; (3) attested and subscribed to in the presence of two or more competent witnesses, who see the testator subscribe or hear him acknowledge his signature.

We begin our analysis of appellant's claim by noting that in any will contest action, R.C. 2107.74 provides that the order of probate constitutes prima-facie evidence of the attestation, execution and validity of the will. Further, the burden of proof is cast upon the contestant of the will, and such burden never shifts from him. Kata v. Second National Bank (1971), 26 Ohio St. 2d 210, paragraph one of the syllabus. If the evidence produced by the contestant furnishes only a basis for a choice among different possibilities as to any issue in the case, the burden of proof is not met. Id., at 215.

The record reveals that testimony was elicited from two of the will's subscribing witnesses, Douglas Anderson and Precious Hodge. Douglas Anderson testified that the signature which appeared at the bottom of Clara windham's will was his own. Further, he recalled being asked by the family to come and bear witness to this document. (Tr. 85). Appellant cites the following portion of Anderson's testimony as proof that he did not see Clara Windham sign the will:

"Q. Did you hear Mrs. Windham ever say that she knew there was a Will? Did you see her?

"A. No.

"Q. Did you see Miss Windham that day?

"A. Not on that day.

"Q. You did not see her?

"A. It's been quite a while. I don't recall. She may have been there, but I don't recall that she was there.

"Q. Did you see her sign this document?

"A. The Will, yes, I was there. I remember, yes, I did, yes.

"Q. Where was she?

"A. I believe all in the dining room, around the dining room table.

"Q. But, you're not sure?

"A. No, I'm not quite.

"Q. It could have been signed prior to the time you signed it?

[360]*360"A. No, it wasn't. I was there, that was the purpose of me being there." (Tr. 88). Anderson's testimony is unclear as to whether he actually witnessed the decedent's signature. He definitively indicated that he did not hear the decedent acknowledge her signature. (Tr. 87).

Precious Hodge also indicated that the signature which appeared at the bottom of the will was her own. (Tr. 106). She recalled that she happened to be at the home of the decedent that particular day when she was asked to witness the signature of the will. (Tr. 107). She also recalled that the signing occurred at the dining room table. (Tr. 107). She was unable to remember anything further relating to her signing of the document.

In the instant case, appellant has failed to meet her burden of proof. The evidence establishes that the subscribing witnesses were unable to recall specific details surrounding the signing of the will. The evidence adduced at trial fails to affirmatively establish that Clara Windham did not sign the will in the presence of the subscribing witnesses. At best, it furnishes only a basis for a choice among different possibilities. In light of the presumption of validity created by the order of probate, we must overrule appellant's first assigned error.

II.

"THE MANIFEST WEIGHT OF THE EVIDENCE IS INSUFFICIENT TO SUPPORT A FINDING THAT CLARA WINDHAM HAD THE REQUISITE TESTAMENTARY CAPACITY TO MAKE A WILL AND THE TRIAL COURT ERRED IN SO FINDING."

In appellant's second assigned error, she claims that the trial court's order finding the will of Clara Windham to be valid is against the manifest weight of the evidence. Specifically, she claims that the weight of the evidence dictates a finding that Clara Windham lacked the requisite testamentary capacity.

As was stated earlier in this opinion, R.C. 2107.74 provides that the order of probate court is prima-facie evidence of the attestation, execution and validity of the will. Given this presumption, the burden of proof rested with the appellant in the trial below. Kata, supra.

Furthermore, the Supreme Court of Ohio has stated in Seasons Coal Co. v. Cleveland (1984), 10 Ohio St. 3d 77, 80:

"While *** in some instances an appellate court is duty bound to exercise the limited prerogative of reversing a judgment as being against the manifest weight of the evidence in a proper case, it is also important that in doing so a court of appeals be guided by a presumption that the findings of the trier of fact were indeed correct. An appellate court should not substitute its judgment for that of the trial court when there exists *** competent and credible evidence supporting the findings of fact *** rendered by the trial judge."

The reason for this is that the trial judge is best able to view the witnesses and evaluate their credibility.

Appellant's case in chief consisted mainly of the opinion testimony of four witnesses. Among them were Louise Sweeney, Clarissa Gaines, Priscilla Jones, and Sheila Marbley. Appellant also introduced various medical records of the decedent dated between the years of 1965 and 1979 and 1983 and 1984. The will in question is dated May of 1981.

• Louise Sweeney was a longtime friend of Clara Windham. She testified that she noticed a change in the decedent after the death of the decedent's husband in 1976. "She just didn't seem to be herself." (Tr. 25). Clara experienced memory lapses after 1976. (Tr. 26).

Clarissa Gaines was the granddaughter of the decedent. She testified that the decedent had been diagnosed with diabetes and Alzheimer's disease. (Tr. 37). She indicated that she noticed a change in the decedent during her grandfather's illness. (Tr. 38). The decedent also experienced memory lapses and would be unable to recognize her on some occasions. (Tr. 39). She also recalled two instances in which the decedent wandered from her home. (Tr. 41).

Priscilla Jones was also the granddaughter of the decedent. She indicated that prior to the death of the decedent's husband, the decedent was in good health. (Tr. 46). She would see the decedent on various occasions when the decedent would come to visit her mother, or her stepfather would bring her over. (Tr. 46-7).

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Related

Kata v. Second National Bank
271 N.E.2d 292 (Ohio Supreme Court, 1971)
Seasons Coal Co. v. City of Cleveland
461 N.E.2d 1273 (Ohio Supreme Court, 1984)

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8 Ohio App. Unrep. 359, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marbley-v-britten-ohioctapp-1990.