Mitchell v. Smith

779 S.W.2d 384, 1989 Tenn. App. LEXIS 550
CourtCourt of Appeals of Tennessee
DecidedAugust 16, 1989
StatusPublished
Cited by117 cases

This text of 779 S.W.2d 384 (Mitchell v. Smith) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mitchell v. Smith, 779 S.W.2d 384, 1989 Tenn. App. LEXIS 550 (Tenn. Ct. App. 1989).

Opinion

OPINION

KOCH, Judge.

This appeal involves an intra-family dispute over Willie Arasho Bush’s estate. Mr. Bush’s daughter filed a will contest in the Circuit Court for Cannon County after one of her cousins attempted to probate a will Mr. Bush signed shortly before his death. A jury found that the will should not be probated because the proponents had procured it through undue influence. The proponents have appealed, contending that the evidence did not support the verdict, that the jury instructions were erroneous, and that the costs should have been taxed to the estate. We affirm the jury’s verdict and the trial court’s decision to tax the costs to the proponents of the will.

I.

Willie Arasho Bush was a long-time resident of the Pocahontas community in Coffee County. He lived with his mother after his divorce in 1959 and then by himself after he placed his mother in a nursing home in 1976. He was a frugal, independent man who lived a spartan existence and tended to his own business. In his later years, he spent a great deal of time visiting with friends at the Pocahontas senior citizens’ center and taking meals with his relatives and neighbors.

Mr. Bush had been healthy all his life. However, in March, 1986, he suffered renal failure and on April 2, 1986, was admitted to the Veterans Administration Hospital in Nashville. Tests revealed inoperable, high grade cancer of the prostate and bladder, and Mr. Bush’s physicians told him that they expected him to live for only a short time. Understandably, the news frightened Mr. Bush, and he found it emotionally difficult to deal with the diagnosis.

The hospital staff recommended that Mr. Bush enter a nursing home, but Mr. Bush insisted upon remaining self-sufficient as long as possible. Discussions with his relatives and friends produced only two alternatives to the nursing home. Nellie Pearl and Thurston Banks, his sister and brother-in-law, suggested that he move in with them, even though they were infirm themselves. Diana Mitchell, his daughter with whom he had only occasional contact during the past twenty-five years, offered to care for him in his own home if he would buy her a double-wide house trailer to live in.

Mr. Bush moved in with Thurston and Nellie Pearl Banks when he left the hospital on April 24, 1986. The Banks and their daughter, Debra Gloria Banks Smith, assumed the responsibility of caring for Mr. Bush who by this time was unable to walk without assistance or to take care of most of his personal needs. They prepared his meals; they gave him his medicine; they did his laundry and looked after his personal hygiene; and they drove him to his doctor’s appointments.

Mr. Bush began to get his affairs in order after he left the hospital. He gave Debra Smith detailed instructions concerning his funeral and insisted that she make the arrangements for him before he died. He also told Mrs. Smith that he wanted her to act on his behalf should he require further hospitalization and asked her husband, who was a lawyer, to prepare a power of attorney and a will for him. Mr. Smith declined to prepare the instruments but *387 recommended other lawyers practicing in McMinnville.

On April 29, 1986, Mr. Bush met with a lawyer selected by Mrs. Smith to discuss his will and the power of attorney. He suffered a setback and was readmitted to the hospital on May 4, 1986. When he returned to the Banks’ house two days later, his condition required the use of an in-home nursing service. He was growing more frail but continued to be alert and oriented.

Several days after being released from the hospital, Mr. Bush again discussed the terms of his will with the lawyer chosen by Mrs. Smith. The lawyer was also preparing a will for Mr. Banks, and on May 12, 1986, Mrs. Smith drove Mr. Banks and Mr. Bush to the lawyer’s office to sign their wills. Mr. Banks executed his will in the lawyer’s office, but Mr. Bush signed his will and the power of attorney in Mrs. Smith’s van because he was too weak to come into the office.

The power of attorney Mr. Bush signed gave Mrs. Smith the unrestricted right to act on his behalf. His will named Mrs. Smith as executrix and divided Mr. Bush’s estate three ways. Diana Mitchell received $10,000; Nellie Pearl Banks received her brother’s car; and Nellie Pearl Banks and Debra Smith received the remainder of his estate. At Mr. Bush’s request, Mrs. Smith placed his will in her safe-deposit box, and she and Mr. Banks insist that they were unaware of the contents of Mr. Bush’s will except for the disposition of the car.

On May 14, 1986, while returning from his doctor’s appointment in Nashville, Mr. Bush explained to Mrs. Smith how she should use the power of attorney. Later, they signed new signature cards giving Mrs. Smith access to Mr. Bush’s funds, but Mr. Bush kept possession of his bank books. Mrs. Smith did not write checks without first discussing them with Mr. Bush. Prior to her uncle’s death, Mrs. Smith used her uncle’s funds to pay for his will, his funeral, and groceries.

Mr. Bush’s health continued to decline during May. He became weaker as his nausea, incontinence, and pain increased. His daughter visited him for the last time on May 22, 1986. He became confused and was slow to respond. His doctor noted on May 28, 1986, that he appeared to be very weak and less alert. Mr. Bush died on June 2,1986, at the age of seventy. At the time of his death, his estate consisted of a car, a farm in Coffee County valued at $40,000, and over $40,000 in various bank accounts.

Debra Smith filed a petition to probate Mr. Bush’s May 12, 1986 will on June 3, 1986 and filed an inventory of his estate on June 14, 1986. Diana Mitchell filed a complaint contesting the will on October 28, 1986. The case was removed to the Circuit Court for Cannon County where, after a three-day trial, a jury determined that Mr. Bush’s will was invalid because it had been procured through undue influence “by Debra Gloria Banks Smith and/or Nellie Pearl Banks and/or Thurston Banks.”

II.

The proponents of Mr. Bush’s will take issue with the trial court’s denial of their motion for a directed verdict on the confidential relationship and undue influence issues. They contend that the contestants’ proof was inadequate to create a jury question on these issues. We disagree.

A.

Directed verdicts are available in will contest cases to the same extent that they are available in other civil cases. Scott v. Atkins, 44 Tenn.App. 353, 371, 314 S.W.2d 52, 60 (1957). They are appropriate when the evidence supports one conclusion, Arp v. Wolfe, 49 Tenn.App. 294, 299, 354 S.W.2d 799, 801-02 (1956), but are inappropriate when the material facts are in dispute or when there is substantial disagreement concerning the conclusions to be drawn from the evidence. Curry v. Bridges, 45 Tenn.App. 395, 406, 325 S.W.2d 87, 91 (1959); Fitch v. American Trust Co., 4 Tenn.App. 87, 94 (1926).

When the proponents of a will seek appellate review of a trial court’s denial of a directed verdict, we must take the con *388

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Bluebook (online)
779 S.W.2d 384, 1989 Tenn. App. LEXIS 550, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mitchell-v-smith-tennctapp-1989.