Norman v. Hubert

144 So. 2d 21, 273 Ala. 651, 1962 Ala. LEXIS 452
CourtSupreme Court of Alabama
DecidedAugust 30, 1962
Docket3 Div. 957
StatusPublished
Cited by1 cases

This text of 144 So. 2d 21 (Norman v. Hubert) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Norman v. Hubert, 144 So. 2d 21, 273 Ala. 651, 1962 Ala. LEXIS 452 (Ala. 1962).

Opinion

HARWOOD, Justice.

This is an appeal from a judgment in the proponent’s favor in a will contest.

Mr. L. A. Threatt died on 30 March 1960. Surviving him as next of kin were his three daughters, Mrs. Annie Myra Norman of Chicago, Illinois, Mrs. lone Spangler of Montgomery, Alabama, and Mrs. Josephine Ruffin,of Wetumpka, Alabama, all of whom were over-21 years of age at the time of their father’s death. . .

Mr. Threatt left an estate of around $120,000. To each of his daughters respectively he bequeathed a house and lot. The residue of his estate he bequeathed to his grandson, W. L. Hubert, whom he also nominated as executor of his will.

Upon the will being offered for probate, a contest of the will was filed by Mrs.' Spangler and Mrs. Norman, and upon demand the matter of the probate of the will was transferred to the Circuit Court óf Autauga County.

The grounds of the contest were that the purported will was not duly executed by L. A. Threatt; that L. A. Threatt was mentally incompetent to execute a will at the time that the purported will is alléged to have been executed; ánd that the execution of the purported will was procured by undue influence exercised on L. A. Threatt by W. L. Hubert, who is the chief beneficiary in the purported will and who was appointed executor 'thereunder.

For the proponents, Dr. Walter Till, a physician of Prattville, Alabama, testified that L. A. Threatt had been a patient of his for approximately two years preceding his death. Mr. Threatt had had diabetes for over ten years, accompanied by hardening of the arteries, and moderate conges[652]*652tive heart failure, a mild cirrhosis of the liver, and some kidney damage, the latter diseases being conditions of the diabetes.

In February 1960, Mr. Threatt had developed a gangrenous condition in one of his feet and was hospitalized therefor several days before 29 February 1960, the date of the will.

During this stay in the hospital Dr. Till concluded that the leg would have to be amputated.

While on his rounds of the hospital on the morning of 29 February 1960, between 9 :30 and 10:00 A.M., Dr. Till was requested to witness Mr. Threatt’s will. When he entered Mr. Threatt’s room Mr. J. B. Burt, minister of the Prattmont Baptist Church was in the room. Dr. Till remembered seeing Mr. Hubert outside the room though he did not recall whether any other people were in the room at the time he entered. Dr. Till was positive however that at the time Mr. Burt read the will to the deceased that only he, Mr. Burt, and deceased were in the room. Mr. Burt read the will to the deceased, who asked one or two questions about the terms of the will, and upon Mr. Burt rereading these terms announced his satisfaction with the instrument. Dr. Till testified that he was present when the will was executed, and that he signed his name as attesting witness.

Dr. Till further testified that at the time the will was executed the deceased was perfectly lucid and carrying on a reasonable conversation, and in his opinion was of sound mind.

Mr. Burt testified that he had visited the deceased in the hospital several times during his illness. The day before the will was executed Mr. Burt had visited the deceased, and learning that he was to undergo surgery asked him if his business was in order and if he had made a will. The deceased replied he had discussed it with his lawyer.

The next day Mr. Burt was called to the hospital to witness the will. At the hospital he was given the will by Mr. Hubert. Mr. Burt further testified that in the presence of Dr. Till he read the will to the deceased, and asked him if he understood it and he replied that he did and the deceased then signed the will by mark, and he and Dr. Till then signed as attesting witnesses. According to Mr. Burt the deceased was rational on this occasion and in his opinion was of sound mind.

During his cross-examination Mr. Burt testified that Mr. Threatt did not place his mark on the will as a signature until after he and Dr. Till had signed as attesting witnesses.

The evidence introduced by the contestants' was directed toward showing that on several occasions prior to his hospitalization the deceased had made statements indicating he was not going to leave a will. Judson Green testified that Mr. Threatt had said he was not going to make a will and that he was “just going to leave everything and let the girls do whatever they feel; if they want to fight over it all right, or whatever they do, it will be all right with me.”

On cross-examination Mr. Green stated that Mr. Threatt was a sturdy old character and had a will of his own, and “couldn’t anybody influence him or wish-wash him around.”

Mrs. Annie Myra Norman, one of the contestants, testified that when the testator was ill he was like a baby and the first one to get to him and treated him like a baby could have gotten the testator to make a will, in fact, Mrs. Norman testified that upon her arrival at the hospital, having been called from her home in Chicago because of her father’s illness, she had told the testator he should make a will. On cross-examination Mrs. Norman stated “when he was well — sick or well, you didn’t make him, didn’t anybody actually make him do nothing.”

Mrs. Ruffin, who is the mother of the proponent of the will, testified that her [653]*653father had stated to her he was not going to make a will, and upon her telling him that he “couldn’t take it with him” he replied, “No, I can’t do that, but I can leave it here for you girls to fight like hell over.”

There is also evidence tending to show that the proponent and his wife had lived with the testator several years prior to his death. The proponent, Mr. Hubert, was authorized to draw checks upon the deceased’s bank account, and he did some work around the farm as directed by the deceased. The evidence further shows that Mrs. Hubert did the cooking for the household and both Mr. and Mrs. Hubert would tend to deceased as his needs would appear.

There is also evidence to the effect that while the deceased could write his name he had on 19 February 1960, signed a power of attorney by mark, he at the time being ill in bed.

Assignments of error Nos. 15 and 16 pertain to the following occurrence during the cross-examination of proponent’s witness W. L. Davis:

“Q And Mr. Threatt did not tell you at that time that he was going to make a Will, did he?
“THE COURT: Now, Mr. Howard, you’ve just been over that; the Witness just said that he didn’t. Let’s don’t repeat over the same thing.
“MR. HOWARD: Is your Honor ruling that I cannot ask him that question?
“THE COURT: Again, Yes; I rule you can’t ask him that right now; he just testified that he didn’t on that occasion.”

As a background to the above ruling, the record shows that on direct examination Mr. Davis had testified that between 18 and 25 December 1960, he had visited the deceased, and that during their conversation “There was something said about a will.” Asked to recount this conversation, Mr. Davis stated that the deceased had inquired as to what the Libby heirs were going to do with the Libby place, and stated he would like to buy it and “make it to Louie” (his great grandson, who is the son of the proponent).

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Related

McDonald v. State
340 So. 2d 103 (Court of Criminal Appeals of Alabama, 1976)

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Bluebook (online)
144 So. 2d 21, 273 Ala. 651, 1962 Ala. LEXIS 452, Counsel Stack Legal Research, https://law.counselstack.com/opinion/norman-v-hubert-ala-1962.