Matter of Estate of Davidson

839 S.W.2d 214, 310 Ark. 639, 1992 Ark. LEXIS 617
CourtSupreme Court of Arkansas
DecidedOctober 19, 1992
Docket91-326
StatusPublished
Cited by13 cases

This text of 839 S.W.2d 214 (Matter of Estate of Davidson) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Davidson, 839 S.W.2d 214, 310 Ark. 639, 1992 Ark. LEXIS 617 (Ark. 1992).

Opinion

Robert L. Brown, Justice.

This appeal presents two points for our review: (1) whether the probate court erred in failing to find either that the testatrix was of unsound mind when she executed her 1984 and 1985 wills or that the wills were procured through her lawyer’s exercise of undue influence upon her; and (2) whether the non-contest clauses to the two instruments are enforceable. We agree with the probate court that the 1985 will is valid and that it revoked the 1984 will, and we affirm.

The decedent, Charlye Vera Forrester Davidson, a resident of Waldron, died on February 3, 1989, at the age of ninety. She was living in a nursing home at the time of her death and left an estate in excess of two million dollars. For a number of years, Mrs. Davidson received legal representation from Donald Goodner, who, with his wife, also ran personal errands for the decedent. On February 24, 1984, Goodner prepared a will for Mrs. Davidson, in which, among other things, he was appointed her executor and was given, after other bequests, the residue and remainder of her property. Subsequently, on December 11, 1985, Goodner prepared another will for the decedent in which he was named co-executor and from which he was dropped as a residual beneficiary in favor of Mrs. Davidson’s nephews, John Charles Forrester and William Hughes Forrester. The nephews’ names, according to Goodner, were added as residuary beneficiaries on a blank line after the will was typed. Both wills contained no-contest clauses which provided for disinheritance in the event that a contest was filed. Over the next three years, Goodner and his wife received gifts from the decedent totaling $60,000.

Following Mrs. Davidson’s death, the 1984 will was admitted to probate on March 27, 1989. William Forrester then petitioned the probate court to set it aside and alleged that at the time the instrument was executed, the decedent was not of sound mind and was acting under the influence of her lawyer, Donald Goodner. After the will contest was filed, Goodner discovered the decedent’s 1985 will behind a dishwasher in the decedent’s house. A petition to admit the 1985 will to probate was filed on September 19, 1989, and that will was contested by William Forrester with the same allegations of unsound mind and undue influence advanced.

The probate court heard Goodner’s petition to admit the 1985 will and nephew William Forrester’s contest on April 9, 1991. In the resulting decree, the probate court declared that the 1985 will revoked the 1984 will, and it admitted that 1985 will to probate. The court also found that at the time of the execution of the two instruments, the decedent was “in all respects competent, was not acting under restraint or undue influence, and that the execution, subscription, and publication of each of the instruments were not procured by fraud practiced upon her by anyone, but each of the wills was her free act and deed.” The court then appointed Goodner as executor of the decedent’s estate.

I. SOUND MIND

William Forrester now seeks to invalidate both the 1984 and 1985 wills on grounds of lack of testamentary capacity in an effort to have the estate pass by intestacy. In this effort, he presented evidence of the testatrix’s developing dementia, aging diseases, and paranoid ideation regarding her house. There was also testimony that the testatrix suffered from near-total blindness.

We try probate cases de novo on appeal, and the decision of the probate judge will not be reversed unless it is clearly erroneous, that is, clearly against the preponderance of the evidence. Gifford v. Estate of Gifford, 305 Ark. 46, 805 S.W.2d 71 (1991); Conkle v. Walker, 294 Ark. 222, 742 S.W.2d 892 (1988); Sullivant v. Sullivant, 236 Ark. 95, 364 S.W.2d 665 (1963). In our review, we give due deference to the superior position of the probate judge to determine the credibility of the witnesses and the weight to be accorded their testimony. Daley v. Boroughs, 310 Ark. 274, 835 S.W.2d 858 (1992).

Once the proponent of a will shows that the will is rational on its face and has been executed and witnessed in accordance with testamentary formalities, the party challenging the will’s validity is required to prove by a preponderance of the evidence that the testator lacked mental capacity or was unduly influenced at the time the will was executed. In Re Conservatorship of Kueteman, 309 Ark. 546, 832 S.W.2d 234 (1992); Reddoch v. Blair, 285 Ark. 446, 688 S.W.2d 286 (1985); Rose v. Dunn, 284 Ark. 42, 679 S.W.2d 180 (1984); Thompson v. Orr Estate, 252 Ark. 377, 479 S.W.2d 229 (1972).

The decedent’s physician, Dr. Louis O. Lambiotte, testified that between 1960 and 1985, Mrs. Davidson began suffering from diseases associated with aging, including macular degeneration, arteriosclerosis, mild hypertension, abnormal glucose tolerance, a systolic murmur of the aortic valve, and paranoid ideation with reference to her house and the objects in it. He further testified that she always recognized him and knew where she was. In his view, “her delusional thinking . . . represented a slot of abnormality” which would not have prevented her from recognizing family members, and specifically her two nephews.

A psychiatrist, Dr. Joe H. Dorzab, who saw the decedent in April 1985, diagnosed her primary problem as deteriorating memory caused by either Alzheimer’s dementia or multi-infarct dementia. Other witnesses described Mrs. Davidson as strong-willed, eccentric, and “nutty.” Toward the end of her life, and in 1985, she was obsessed by the fact that someone was trying to enter her house and take her things. This caused her to lock her house and nail her doors shut. The probate court also had the benefit of a lengthy telephone conversation between William Forrester and the testatrix which was taped on May 6, 1987. That tape, which provided some insight into the testatrix’s mental state, was played at trial.

Our generally expressed rule for testamentary capacity is that the testatrix must be able to know the natural objects of her bounty and the extent of her property; to understand to whom the property is being given; and to realize those who are being excluded from the will. Daley v. Boroughs, supra; In Re Conservatorship of Kueteman, supra; Hiler v. Cude, 248 Ark. 1065, 455 S.W.2d 891 (1970).

In the present case, nothing before us suggests that the elements of mental competency were not present when Mrs. Davidson executed her December 11, 1985 will. No expert opinion contravenes her testamentary capacity on that date. On the contrary, three witnesses attested to her signature on the will, and none espoused the view that there was any unusual behavior on Mrs. Davidson’s part or any problem concerning soundness of mind. Two witnesses in fact recall Mrs.

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Bluebook (online)
839 S.W.2d 214, 310 Ark. 639, 1992 Ark. LEXIS 617, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-davidson-ark-1992.