Matter of Estate of Haney

516 So. 2d 1359, 1987 WL 2919
CourtMississippi Supreme Court
DecidedDecember 16, 1987
Docket57375
StatusPublished
Cited by14 cases

This text of 516 So. 2d 1359 (Matter of Estate of Haney) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court 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 Haney, 516 So. 2d 1359, 1987 WL 2919 (Mich. 1987).

Opinion

516 So.2d 1359 (1987)

In the Matter of the ESTATE OF Bertha O. Haney, Deceased.
Janie Haney AUSTIN
v.
Dewey Jack HANEY.

No. 57375.

Supreme Court of Mississippi.

December 16, 1987.

Gary Street Goodwin, Beverley Mitchell Franklin, Columbus, for appellant.

William Liston, Jessica S. Upshaw, Liston, Gibson & Lancaster, Winona, for appellee.

Before ROY NOBLE LEE, C.J., and ANDERSON and ZUCCARO, JJ.

ZUCCARO, Justice, for the Court:

Dewey Jack Haney petitioned the Chancery Court of Webster County to admit to probate in common form the will of Bertha O. Haney. Janie Haney Austin filed a caveat contesting the will. After a bench trial, the chancellor found the will to be valid and entered judgment in favor of the proponent. From that judgment Janie Haney Austin appeals, claiming that the chancellor was manifestly wrong in finding that the presumption of undue influence arising from the confidential relationship between the proponent and the testator was rebutted.

Bertha O. Haney (Bertha), an elderly woman,[1] executed her will on January 8, 1982, leaving everything to her grandson Dewey Jack Haney (Jack) and thereby excluding her only other heir presumptive, her granddaughter Janie Haney Austin (Janie). In challenging the will, Janie offered evidence of several factual incidents which, she claimed, established the existence of a confidential relationship between Bertha and Jack. Jack then offered evidence to overcome the presumption. We address these two (2) aspects of the evidence separately.

*1360 JANIE'S EVIDENCE TENDING TO ESTABLISH CONFIDENTIAL RELATIONSHIP AND UNDUE INFLUENCE

Some of Janie's evidence was very general. For example, she attempted to show that Bertha had always relied on men to tell her what to do — first her husband, then her son, and finally her grandson Jack. Janie also put on medical evidence indicating that Bertha was in ill health and had to be hospitalized several times beginning in 1977 and ending with her death in 1983. Bertha's health problems included strokes, diabetes, hypertension, and other conditions.

Janie also offered into evidence several warranty deeds by which Bertha, over the last few years of her life, transferred most of her real property to Jack. Janie and her mother both testified that Jack had stated, before Bertha's death, that he would eventually own all of Bertha's property. In addition, Janie testified that Bertha had told her, "When I die, Jackie has said he will divide things properly," and Janie's mother testified that Jack stated his intent to see to it that Janie did not get anything.

The most troubling evidence put on by Janie was testimony regarding two (2) statements allegedly made by Bertha. First, Bertha's sister-in-law testified that Bertha told her Jack had made her make an ass of herself by getting her to sign over to him everything she owned. There are at least two (2) documents to which this statement could have referred: 1) the January 2, 1982, deed by which Bertha conveyed her residence to Jack; or 2) Bertha's will, executed January 8, 1982, in which she left everything to Jack. Asked when Bertha made this statement, the sister-in-law replied that it was "around January 2 or sometime right after the deed had been fixed."

Similarly troubling is testimony indicating that after executing her will, Bertha stated her desire to change it, but was told by Jack and by the lawyer who prepared the will that she would have to go to court in order to do so. Because she was very ill and was in the nursing home, Bertha thought going to court would be impossible. Both Bertha's sister-in-law and Janie's mother testified to this alleged occurrence. Although the lawyer who prepared the will testified at trial, he was not questioned about this incident.

Bertha's sister-in-law also testified that "Jackie could soft-pedal [Bertha] and get her to do most anything he wanted to do," but admitted that "if she wanted not to do something, she wouldn't do it, regardless of what he said."

JACK'S EVIDENCE TENDING TO REBUT THE PRESUMPTION

The trial court, in its opinion, did not expressly find that a confidential relationship existed. Thus, we are unable to determine whether the trial court's judgment for Jack was based on 1) a finding that there was no confidential relationship, or 2) a finding that although there was a confidential relationship, the presumption of undue influence arising therefrom was overcome. A copy of the trial court's opinion is attached to this opinion as Appendix A.

In any event, Jack did put on evidence in an attempt to overcome the presumption, if any.

Pete Fortner, the attorney who drafted Bertha's will, testified as follows. He began doing legal work for Bertha in the late 1970's. At the time Bertha's will was executed, Fortner was not representing Jack in any capacity. Bertha's great-grandson (Jack's son) drove her to Fortner's office the day the will was drafted, and Jack drove her back a few days later when she signed it, although Jack waited in Fortner's outer office. Fortner discussed with Bertha the amount of property she had and what she wanted done with it. When Fortner pointed out to Bertha that she was not including all her family, she replied, "Yes I know that. I wanted all of it to go to Jackie because he is the one that's cared for me and interested in me, and he is the only one I want any property to go to." Bertha paid Fortner $20.00 for drafting the will. Before Bertha signed the will, Fortner read it to her line by line and inquired whether the document was what she wanted, to which she replied affirmatively.

Jack also put on evidence tending to show that Bertha was strong-willed and that she thought for herself. For instance, just a few days before executing the will, Bertha by herself bargained for and bought a home.

Also, Jack elicited from Bertha's sister-in-law evidence indicating that the reason Bertha wanted to change her will was that she was dissatisfied with Jack's refusal to quit his job in order to stay with her full-time.

The task at hand is to apply to these facts the law regarding confidential relationships. *1361 A confidential relationship does not have to be a legal one, but may be moral, domestic, or personal. Hendricks v. James, 421 So.2d 1031 (Miss. 1982). The relationship arises when a dominant, overmastering influence controls over a dependent person or trust, justifiably reposed. Hendricks, 421 So.2d at 1041. Before the presumption arises, there must be an abuse of the confidential relationship, and that abuse must relate to the execution of the will. Costello v. Hall, 506 So.2d 293 (Miss. 1987).

If the chancellor did find there was no confidential relationship (there is no express finding in the record), he would not be, based on the evidence summarized above, manifestly wrong, and therefore any such finding would be beyond our authority to disturb. Brown v. Williams, 504 So.2d 1188 (Miss. 1987). Moreover, even if this Court were to find that the presumption arose, the record supports a finding that Jack overcame the presumption. In Murray v. Laird, 446 So.2d 575 (Miss. 1984), this Court enumerated what the proponent must prove in order to overcome the presumption:

1) good faith on the part of the grantee/beneficiary;
2) grantor's full knowledge and deliberation of his actions and their consequences; and
3) advice of a competent person, disconnected from the grantee, and devoted wholly to the grantor/testator's interest.

Id. at 578.

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Cite This Page — Counsel Stack

Bluebook (online)
516 So. 2d 1359, 1987 WL 2919, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-haney-miss-1987.