MATTER OF ESTATE OF TALLANT v. Tallant

644 So. 2d 1189
CourtMississippi Supreme Court
DecidedSeptember 29, 1994
Docket92-CA-00859, 91-CA-01045
StatusPublished
Cited by7 cases

This text of 644 So. 2d 1189 (MATTER OF ESTATE OF TALLANT v. Tallant) 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 TALLANT v. Tallant, 644 So. 2d 1189 (Mich. 1994).

Opinion

644 So.2d 1189 (1994)

In the MATTER OF the ESTATE of Hattie Aston TALLANT, Deceased, Genola Tallant Smith, Milton A. Tallant, Luther Jeff Tallant, and Milton A. Tallant, Jr.,
v.
Charlene S. TALLANT, Executrix of the Estate of O.J. Tallant, Jr., and Lana Tallant Hallman.
In the Matter of the ESTATE OF Hattie Aston TALLANT, Deceased, Genola Tallant Smith
v.
Charlene S. TALLANT, Executrix of the Estate of O.J. Tallant, Jr., Milton A. Tallant and Lana Tallant Hallman.

Nos. 92-CA-00859, 91-CA-01045.

Supreme Court of Mississippi.

September 29, 1994.
Rehearing Denied December 1, 1994.

*1190 Michael B. Gratz, Paul S. Funderburk, Tupelo, for appellant.

James B. Floyd, III, Tupelo, C. Michael Malski, Carnathan & Malski, Amory, for appellee.

Before PRATHER, P.J., and BANKS and SMITH, JJ.

BANKS, Justice, for the Court:

This consolidated case involves the probate of a copy of a will where the original was not found after the testator's death. We find manifest error in the chancellor's conclusion that the proponent of the will did not overcome the presumption of revocation with the necessary clear and convincing evidence. We, therefore, reverse and render.

I.

On December 28, 1990, two days after her 80th birthday, Hattie Aston Tallant (Tallant), widow and resident of Pontotoc, Mississippi, died. Her heirs-at-law were daughters, Genola Tallant Smith of Pontotoc and Lana Tallant Hallman of Tupelo, and sons, O.J. Tallant, Jr., and Milton A. Tallant, both of Pontotoc. At the reading of the will on January 3, 1991, the key to Tallant's safety deposit box could not be located, so the box was drilled opened. Once opened, the parties found that the box was empty. Lana, one of heirs, presented a will dated February 18, 1986, which she stated that she found at Tallant's home after her funeral. However, Houston (an attorney) read from his copy of the September 18, 1990, will. After a reading of the September 18, 1990, will, Houston, Milton, Genola and Harold Craig went to Tallant's house to search for the original will. It was not found. They then went to Tallant's office at the warehouse where the will jacket, without the will, and the key to the safety deposit box were found.

On January 25, 1991, Genola filed a Petition for Probate of Will in Solemn Form and Issuance of Temporary Letters Testamentary using a photocopy as evidence of the form and content of Tallant's will. On February 19, 1991, Genola's three siblings, Lana, O.J., and Milton, along with Milton's two sons, contested the admission of the will to probate. They alleged inter alia that the instrument purporting to be the Last Will and Testament of Hattie Aston Tallant was not a true Last Will and Testament and that Genola Tallant Smith exerted an undue influence and was acting in a fiduciary relationship with the decedent when the purported will was executed.

At trial on June 24, 1991, the proponent first presented Scottie B. Allen, an accountant employed by T. Harold Craig & Company who testified that when Tallant executed her will on September 18, 1990, Tallant was alert and very businesslike. Allen testified further that after Tallant signed the original will, that she, Allen, witnessed her signature, and that thereafter, Tallant "asked Mr. Craig to have two copies made and to mail one of *1191 the copies to Jamie Houston in Jackson, and to keep one copy in his office."

After this testimony, the attorney for the proponent, Michael Gratz, asked that the document be received into evidence, as a copy of an original document bearing the same date. Attorney Malski, one of the attorneys for the contestants, objected to the introduction of this as a copy of the Last Will and Testament of Hattie Tallant until the proponents explained the non-existence of the original will and put on clear and convincing evidence of non-revocation. The chancellor overruled the objection with the admonition that if the proponent did not prove the case, it would be stricken from the record.

Another witness for the proponent, Attorney Jamie Houston, III, partner with Watkins & Eager Law Firm in Jackson, testified that he "represented Ms. Tallant from time to time when she called on me over the period of the last seven or eight years in connection with her estate planning, will drafting, and in connection with certain matters regarding Pontotoc Warehouse Company." He stated that in August of 1990, he went to Pontotoc to meet with Ms. Tallant about a debt that her son, O.J. Tallant, Jr., owed to the First National Bank of Pontotoc in the amount of $400,000 and concerning revisions to her will. He explained that:

I had brought to Ms. Tallant a draft of a will that included some revisions from her prior will, and essentially that draft would have — under the terms of that draft O.J. Tallant, Jr., would have been treated exactly like Lana Tallant Hallman was treated under Ms. Tallant's existing will, in that he would have received a bequest of five hundred dollars which was exactly the same treatment that Lana Hallman had under Ms. Tallant's will in existence at that time. Genola Tallant Smith would have received the house, Ms. Tallant's house. And the balance of the estate, that is the residuary estate, would have been distributed equally to Genola Tallant Smith and Milton Tallant outright. I delivered that draft to Ms. Tallant that day, and we talked about that, and we discussed what she wanted to do. And there were several components to the discussion, but she was, of course, concerned and upset because the Pontotoc Warehouse Company was about to have to satisfy O.J. Tallant's Jr.'s debt to the extent of $400,000. And so she wanted to change the treatment of O.J. under her will. At the same time, though, she was concerned about O.J. Tallant's physical condition. She knew that he was in poor health; that he had health problems; and she wanted to do something to make some assets available to O.J. so that he could get medical procedures if he needed surgery or medication, that sort of thing, she wanted to make some assets available to him. She discussed how she could go about this, and we discussed a trust which would be established for O.J.'s benefit. She settled on a figure of a $100,000 to go into this trust which would be created for O.J.'s benefit.
* * * * * *
[Ms. Tallant] wanted to be sure that half of the residuary estate was preserved for Milton's two sons, but she also wanted to help Milton. So we discussed how that could be arranged, and again we came up with the idea of creating a trust for Milton's benefit and for the benefit of his two sons. Under the terms of the will that Ms. Tallant ultimately executed on September 18th, 1990, a trust was created or a trust would have been created or will be created if the will is established under that will for Milton's benefit, and for the benefit of his two sons. And without going into all the details of that, there are two trusts that would be created, one for O.J. Tallant, Jr.'s benefit of a $100,000, and a trust for half of the residuary estate for the benefit of Milton Tallant and his two sons, which when Milton's youngest son reaches age thirty (30), would be distributed in equal shares to the two sons.

Houston stated that on the morning of September 18, 1990, after Tallant began reading the will, Tallant and Craig telephoned him about a question Tallant had on the funding and administration of the trust for O.J.

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Bluebook (online)
644 So. 2d 1189, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-tallant-v-tallant-miss-1994.