Miller v. Western Farms Investment Co.

492 P.2d 460, 16 Ariz. App. 211, 1972 Ariz. App. LEXIS 488
CourtCourt of Appeals of Arizona
DecidedJanuary 17, 1972
Docket1 CA-CIV 1617
StatusPublished
Cited by7 cases

This text of 492 P.2d 460 (Miller v. Western Farms Investment Co.) is published on Counsel Stack Legal Research, covering Court of Appeals of Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Miller v. Western Farms Investment Co., 492 P.2d 460, 16 Ariz. App. 211, 1972 Ariz. App. LEXIS 488 (Ark. Ct. App. 1972).

Opinion

HOWARD, Judge.

This is an appeal from an order admitting a will to probate. Appellant contested its admission to probate, challenging its validity on various grounds including that of undue influence. The issue of undue influence was submitted to the jury via interrogatory and it responded to the interrogatory in the affirmative. 1

Appellees moved for judgment n.o.v. 'or, in the alternative, a new trial and the court granted the appellees’ motion for judgment on the grounds that “viewing the evidence in a light most favorably to support the verdict of the jury, reasonable men could not under the evidence herein, *212 find any undue influence at the time of the execution of the will in question, nor any evidence of acts or statements of any person made for the purpose of unduly influencing the testator in the preparation of his will.”

Appellant’s position was that she was a daughter of the decedent by his second wife; that her stepsister, appellee Eda Smith, his daughter by his first marriage, deliberately “campaigned, by slander and defamation” against her to make the decedent believe that he was not appellant’s father; that his third wife, appellee Anna Della Accomazzo assisted her to this end; and that the subject will should be denied probate since it was the product of this conduct.

Viewing the evidence most favorable to appellant’s position, we agree with the trial court that it did not suffice to support a finding of undue influence.

Initially we address ourselves to the controlling legal principles. The test on granting a motion for judgment n.o.v. is the same as that pertaining to the direction of the verdict during the course of trial — if there is any substantial evidence from which reasonable men could have found the rdtimate facts to be such as to sustain the verdict, the motion should be denied. In re Thompson’s Estate, 1 Ariz.App. 18, 398 P.2d 926 (1965). In the case of In re Estate of McCauley, 101 Ariz. 8, 415 P.2d 431 (1966), we find the following discussion of undue influence:

“The basic concept emerging from the mass of decisions on the subject of undue influence is that a person unduly influences a testator or testatrix in executing a will when that person through his power over the mind of the testator or testatrix makes the latter’s desires conform to his own, thereby overmastering the volition of testator or testatrix, [citations omitted] Since undue influence is commonly exercised in secret, it may be established by circumstantial evidence, [citation omitted] Whether undue influence has been exerted to bring about the making of a particular will is a question of fact, [citation omitted] The burden of proving that a will has been procured by undue influence is on the contestant, [citation omitted]” 101 Ariz. at 10, 415 P.2d at 433.

The court enumerated the following factors which it deemed significant in determining whether a will was a product of undue influence:

“Whether the alleged influencer has made fradulent representations to the testatrix; whether the execution of the will was the product of hasty action; whether the execution of the will was concealed from others; whether the person benefited by the will was active in securing its drafting and execution; whether the will as drawn was consistent or inconsistent with prior declarations and plannings of the testatrix; whether the will was reasonable rather than unnatural in view of the testatrix’ circumstances, attitudes, and family; whether the testatrix was a person susceptible to undue influence; and whether the testatrix and the beneficiary have been in a confidential relationship.” 101 Ariz. at 10-11, 415 P.2d at 433.

See also In re Estate of Frick, 13 Ariz.App. 247, 475 P.2d 732 (1970).

Our Supreme Court has also noted that in will contests, more frequently than in other actions, juries are likely to render verdicts upon insufficient evidence, thus requiring close scrutiny by a reviewing court when the sufficiency of the evidence is called into question. In re Walters’ Estate, 77 Ariz. 122, 267 P.2d 896 (1954).

We have no quarrel with the proposition advanced by appellant that a will may be invalidated for undue influence under certain circumstances where a person makes false statements and accusations to a testator concerning the natural objects of his bounty. • 57 Am.Jur., Wills, § 362 (1948) ; 94 C.J.S. Wills § 228 (1956). Appellant contends that Eda Smith continually created in the mind of the testator the impression that appellant was not really his *213 daughter. The record does reflect that the testator and appellant’s mother lived together as man and wife prior to marriage; that her mother’s pregnancy was the impetus for their marriage on March 24, 1945. The testator was then fifty-seven and she was thirty. On May 2, 1945, she sued him for divorce and on September 26th she gave birth to a daughter, the appellant, whose birth certificate attests to the fact that her father was Dante Accomazzo.

On February 9, 1946, appellant’s mother obtained a divorce and was given custody of appellant and child support. In August, 1947, the parties remarried and entered into a pre-nuptial agreement which referred to “the daughter of said parties, Elaine Accomazzo.” They were divorced again in May, 1950, at which time they entered into a property settlement agreement wherein it was stated that it was “understood and agreed that the parties hereto are the parents of a child, Elaine Accomazzo, born September 26, 1945.”

The record also reflects that the testator made three wills. A 1955 will left $5 “to Elaine Accomazzo”; a 1959 will left $5 “to Elaine Accomazzo”; and the subject will, executed in 1964, contained the following bequest:

“I remember with affection my foster daughter ELAINE ACCOMAZZO MILLER, a resident of Phoenix, Arizona, for whom I provided during her minority until her marriage, and I give and bequeath unto her the sum of ONE HUNDRED DOLLARS cash.”

At the trial, appellant testified:

“Q. I asked you whether you had any facts based on your own personal knowledge that Eda Smith had any undue influence upon her father when he made this will.
A. I had no facts, just my own personal feelings.
Q. It was just a feeling of yours, is that right?
Yes.” A.

Appellant’s mother testified that shortly after the 1945 marriage, Eda Smith and her husband visited with them. She stated that Eda told her father that “I was an Oklahoma woman and I was after his money and the baby wasn’t his.” She also testified that she and the testator started having problems when Eda moved back to Phoenix, Arizona:

“Q. Can you state what problems developed ?
A.

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Bluebook (online)
492 P.2d 460, 16 Ariz. App. 211, 1972 Ariz. App. LEXIS 488, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miller-v-western-farms-investment-co-arizctapp-1972.