Matter of Estate of O'Donnell

803 S.W.2d 530, 304 Ark. 460, 1991 Ark. LEXIS 53
CourtSupreme Court of Arkansas
DecidedFebruary 4, 1991
Docket90-257
StatusPublished
Cited by15 cases

This text of 803 S.W.2d 530 (Matter of Estate of O'Donnell) 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 O'Donnell, 803 S.W.2d 530, 304 Ark. 460, 1991 Ark. LEXIS 53 (Ark. 1991).

Opinion

Donald L. Corbin, Justice.

This appeal comes from an order of the Probate Court of Crittenden County, denying probate of two documents, granting dower, and distributing the estate. Appellant, William L. O’Donnell, brother of decedent Harold O’Donnell and executor of the estate, filed a petition for probate of two documents, the first document being a holographic instrument dated May 23,1988, and the second document being a typewritten instrument dated October 9, 1979. Appellee, Patricia O’Donnell, widow of the decedent, contested the admission of both documents to probate.

Appellants, William O’Donnell, Victor O’Donnell, decedent’s brothers, and Lillian O’Donnell, decedent’s mother, assert four arguments for reversal of the probate court’s order. We find no merit in the first two arguments; however, the third argument has merit and we reverse the order as it relates to that point. Our reversal of the order on the third point necessarily requires reversal of the order on the fourth point.

I.

TESTIMONY OF SETTLEMENT NEGOTIATIONS

As their first argument, appellants contend that all of the testimony involving references to a “shopping list” or “family settlement” should have been excluded under Ark. R. Evid. 408 as evidence of an attempt to negotiate a family settlement agreement.

Tom Montgomery, attorney for decedent, testified on behalf of appellants. His testimony was the primary evidence'offered in support of the holographic instrument. On cross-examination he denied referring to this instrument as the decedent’s “list” or “shopping list” from which he was to prepare the decedent’s will. David Shelton, appellee’s former attorney, testified on her behalf that Montgomery did in fact refer to the holographic instrument as a “list” or “shopping list.” Shelton further testified that because he “didn’t have a vague idea” as to the value of the estate at the time the references to a “shopping list” were made, he was in no position to make any settlement offer on behalf of appellee.

The probate court allowed Shelton’s testimony, as well as that of appellee and one other witness, to be admitted for the purpose of impeaching Montgomery’s testimony. Rule 408 of the Arkansas Rules of Evidence clearly permits appellee to directly attack the credibility of Tom Montgomery. The last sentence of Rule 408 provides: .

This rule does not require exclusion if the evidence is offered for another purpose, such as proving bias or prejudice of a witness, ....

See Missouri Pac. R.R. Co. v. Arkansas Sheriff's Boys’ Ranch, 280 Ark. 53, 655 S.W.2d 389 (1983).

We note further Shelton’s testimony that he was ignorant of the estate’s value and therefore in no position to make any settlement offer. The probate judge could have properly considered this testimony as credible evidence that no settlement negotiations were in fact conducted. Under these circumstances, Ark. R. Evid. 408 would not prevent admission of the challenged testimony.

The trial judge has discretion in deciding evidentiary issues and his decision will not be reversed on appeal unless he has abused his discretion. Northwestern Nat'l Life Ins. Co. v. Heslip, 302 Ark. 310, 790 S.W.2d 152 (1990). We find no abuse of discretion and affirm the trial court’s admission of this evidence.

II.

HOLOGRAPHIC INSTRUMENT

Appellants allege the court erred in denying the holographic instrument of May 23, 1988, to probate. For the benefit of the reader, a copy of the holographic instrument is reprinted and attached as an appendix to this opinion. The probate court denied its admission to probate for failure to prove testamentary intent. The court arrived at this decision after carefully comparing factors indicating the holographic instrument was a will with factors indicating it was not a will. The probate court’s memorandum opinion listed the factors as follows:

Factors Favoring Holographic Instrument as Will
1) Montgomery told decedent what to do, and he hands it to Montgomery saying, “Here it is.”
2) Decedent’s habit as acting in cursory and abbreviated way.
3) Instrument dated and signed.
4) Instrument has “Last Will and Testament”.
5) Decedent never told wife he had a 1979 will.
6) Decedent never told wife he revoked 1979 will.
7) Decedent never told wife home just in his name. Factors Indicating Holographic Instrument Not a Will
1) So brief, perfunctory, truncated and cursory as to be meaningless.
2) Written part in pen, part in pencil — seems to be on scratch paper.
3) Strikeovers.
4) No real urgency or hurry in-getting a will — not sick.
5) All property not disposed, of.
6) Shelton said Montgomery called it a list, until some 10 days later.
7) Decedent knew Montgomery going to make a written will.
8) Decedent showed typewritten will to his ;wife, but did. not tell her he had a handwritten will.
9) Discussed with wife in detail the provisions of typewritten will.
10) Has no words of a dispositive nature.
11) Wife’s name not mentioned.

The probate court’s memorandum opinion went on to say:

As the Court appreciates the law in this area, the Court must be satisfied that the writer clearly expressed an intent to make the proffered document his will, and no inference is permitted, and the Court’s mind must be settled as to the writer’s testamentary intent. McDonald v. Petty, 254 Ark. 705, 496 S.W.2d 365 (1973). The document itself, along with all the attending circumstances, must overcome all doubt about testamentary intent. David Terrell Faith Prophet Ministries v. Estate of Varnum, 284 Ark. 108, 681 S.W.2d 310 (1984).

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Bluebook (online)
803 S.W.2d 530, 304 Ark. 460, 1991 Ark. LEXIS 53, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-odonnell-ark-1991.