Matter of Will of Ridge

275 S.E.2d 424, 302 N.C. 375, 1981 N.C. LEXIS 1051
CourtSupreme Court of North Carolina
DecidedMarch 4, 1981
Docket49
StatusPublished
Cited by10 cases

This text of 275 S.E.2d 424 (Matter of Will of Ridge) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Will of Ridge, 275 S.E.2d 424, 302 N.C. 375, 1981 N.C. LEXIS 1051 (N.C. 1981).

Opinion

MEYER, Justice.

Mrs. Mattie T. Ridge died testate in High Point, Guilford County, North Carolina, on 28 November 1978 at the age of 85. On 7 December 1978, Virginia T. Jackson, a niece of Mrs. Ridge, presented decedent’s will and three attached codicils to the Clerk of Superior Court of Guilford County for probate. The original will, dated 28 May 1970, and three codicils, dated 13 May 1974 (hereinafter referred to as first codicil), 22 November 1974 (hereinafter referred to as second codicil), and 16 October 1975 (hereinafter referred to as third codicil), were admitted to probate in common form as together constituting decedent’s last will and testament.

The original will, executed when the testatrix was 76 years old, in general provided for conventional disposition of testatrix’s property: specific bequests to her husband, a niece, a church, and a brother, with the residue to be divided one-fifth to her husband, one-fifth to each of her two living brothers, and one-fifth to children of each of her two deceased brothers and named a brother as executor. The first and second codicils were executed when testatrix was 81 years old and the third codicil when she was 82 years old. These codicils substantially changed the distribution of her estate. The first codicil, among other things, included a specific bequest to Virginia Jackson of $5,000. The second codicil, among other things, designated the share of a deceased brother, Alson Thayer (the caveators’ father, who had died since the execution of the will), to nieces and nephews other than Alson Thayer’s children, thereby increasing the share of the estate bequeathed to Virginia Jackson. Virginia Jackson was also named as executrix. The third codicil increased the bequests to several people including Virginia Jackson.

After the will was probated in common form, Virginia Jackson qualified and undertook the administration of decedent’s estate.

*377 On 19 January 1979, Lucy Thayer Koontz, Faye Thayer Kil-gore and Marie Thayer McFarlan, the three children of Alson M. Thayer, the brother of decedent who was named in the original will but whose name had been stricken from the will by the second codicil, filed a caveat to the will as probated. The original will was not questioned. The caveat alleged the invalidity of the three codicils attached to the will and asserted that at the time testatrix executed each of the codicils, she lacked testamentary capacity to do so; that undue influence was exerted upon testatrix at the time each codicil was executed; and that decedent was mistaken as to the nature, contents or identity of each of the three codicils.

On 14 May 1979, caveators withdrew their allegation as to the invalidity of the three codicils on the ground of lack of testamentary capacity.

The matter came on for trial at the 25 June 1979 Special Session of the General Court of Justice, Superior Court Division, High Point, North Carolina, before Judge William T. Graham. At the trial of the case, caveators (having previously waived their allegation of lack of testamentary capacity) waived their allegation as to the invalidity of the three codicils on the ground of mistake, leaving only the allegation of undue influence.

At the close of caveators’ evidence, the propounders moved for a peremptory instruction on all issues. Caveators stipulated that the third codicil was properly executed and did not resist a peremptory instruction on that issue. The court allowed propounders’ motion for peremptory instruction and submitted to the jury only the issue of devisavit vel non. The jury returned a verdict in favor of the propounders, and thereafter judgment was entered by Judge Graham admitting the four instruments to probate in solemn form as decedent’s last will and testament.

Caveators gave notice of appeal and asked to be heard with respect to counsel fees. Counsel for propounders asked to be heard on the propriety of any award whatsoever of counsel fees for cavea-tors. The court heard argument for propounders and caveators and, finding that the action was brought in good faith, held that cavea-tors as well as propounders were entitled to have their legal fees paid out of the estate. The court then instructed counsel to have time sheets and appropriate orders prepared in accordance with G.S. 6-21(2), leaving the amount blank. On the following day, caveators *378 presented time records and other information supporting legal services rendered on their behalf in affidavit form together with proposed orders for attorneys’ fees and costs as requested by the court. The court, after hearing evidence of both propounders and caveators as to the fees and costs, awarded propounders $13,000 in attorneys’ fees and certain costs and awarded caveators $7,500 in attorneys’ fees, all to be paid from the estate. The following day, the court signed a separate order for caveators’ costs and for refunding the $200 cash bond which had been filed when the action was instituted. Propounders appealed from the order contending that the trial court erred in awarding attorneys’ fees and costs to cavea-tors both as a matter of law and as an abuse of discretion. Caveators subsequently, on 20 August 1979, filed a stipulation of dismissal of their appeal and by proper order it was dismissed. Propounders appealed from the order of Judge Graham awarding caveators’ counsel fees and costs from the estate. The Court of Appeals, in an opinion filed 3 June 1980, vacated Judge Graham’s order and remanded the case to the Superior Court of Guilford County for another hearing to determine the propriety of awarding caveators’ attorneys’ fees and, if found proper, the amount of such fees.

All parties agree that resolution of this cause is governed by G.S. 6-21:

Costs allowed either party or apportioned in discretion of court— Costs in the following matters shall be taxed against either party, or apportioned among the parties, in the discretion of the court:
(2) Caveats to wills and any action or proceeding which may require the construction of any will or trust agreement, or fix the rights and duties of parties thereunder; provided, however, that in any caveat proceeding under this subdivision, if the court finds that the proceeding is without substantial merit, the court may disallow attorneys’ fees for the attorneys for the caveators.
The word ‘costs’ as the same appears and is used in this section shall be construed to include reasonable attorneys’ *379 fees in such amounts as the court shall in its discretion determine and allow: ....

In the decision of the Court of Appeals, we find the following:

In its order for counsel fees the trial court made no finding or conclusion with respect to whether the proceeding was without substantial merit. Under the evidence in this case, without such a finding we cannot determine whether the trial court properly exercised its discretion in awarding the counsel fees.

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Bluebook (online)
275 S.E.2d 424, 302 N.C. 375, 1981 N.C. LEXIS 1051, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-will-of-ridge-nc-1981.