Pyle v. Sayers

34 S.W.3d 786, 72 Ark. App. 207, 2000 Ark. App. LEXIS 830
CourtCourt of Appeals of Arkansas
DecidedDecember 20, 2000
DocketCA 99-1502
StatusPublished
Cited by10 cases

This text of 34 S.W.3d 786 (Pyle v. Sayers) is published on Counsel Stack Legal Research, covering Court of Appeals of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pyle v. Sayers, 34 S.W.3d 786, 72 Ark. App. 207, 2000 Ark. App. LEXIS 830 (Ark. Ct. App. 2000).

Opinions

JOHN E. JENNINGS, Judge.

This case is a will contest, with issues concerning undue influence and mental capacity. Mabel Hammond was seventy-five years old in the summer of 1998. On May 12, 1998, she was admitted to the hospital in El Dorado. She was seen by Dr. Barry Moore, who diagnosed her as suffering from (1) depression, (2) dementia, possibly Alzheimer’s disease, and (3) weight loss, possibly due to cancer. Dr. Moore determined by history that Mrs. Hammond had suffered several strokes in the past.

On May 18, Mrs. Hammond was admitted to Oak Budge Nursing Home in El Dorado. On June 8 she executed the will in question at the nursing home. The will left her entire estate to her husband, WA. Hammond. If her husband predeceased her, her jewelry was left to her great-niece Karen Sayers, and a great-grandniece, Sarah Sayers, with the residue of her estate to go to a great-nephew, Brian Sayers, and his wife, Rhonda Sayers, in equal shares. Approximately two weeks later W.A. Hammond died of cancer at home.

Mrs. Hammond left Oak Rddge Nursing Home on June 15. She died at home on June 25. Brian Sayers, the appellee here, filed a petition in Union County Probate Court to probate Mrs. Hammond’s will. The petition was opposed by the appellant, Michael Pyle, on his own behalf as Mrs. Hammond’s nephew and heir at law, and as guardian for his mother, Mary Pyle, the testatrix’s sister.1

Following a hearing, the probate judge issued an extensive letter opinion finding the will to be valid. On appeal, Mr. Pyle argues (1) the trial court erred in not requiring the will’s proponents to overcome the rebuttable presumption of undue influence and lack of mental capacity and (2) the trial court’s decision on these issues was clearly erroneous. We affirm.

Appellant’s first argument is:

The court charged the appellee with the duty of presenting proof of lack of undue influence and presence of testamentary capacity beyond a reasonable doubt. However, the true duty of the proponent is to overcome a presumption that the testatrix did not have testamentary capacity and was not [he] unduly influenced by their proponent of the will by presenting proof beyond a reasonable doubt.

This is a distinction without a difference. The trial court held, the appellee concedes, and we agree, that the will was procured by the beneficiary within the meaning of the law. When a beneficiary procures a will, there is a rebuttable presumption of undue influence and a lack of capacity. See Looney v. Estate of Wade, 310 Ark. 708, 839 S.W.2d 531 (1992).

As the appellant correctly states, questions of testamentary capacity and undue influence are so interwoven in any case where these questions are raised that the court necessarily considers them together. See Rose v. Dunn, 284 Ark. 42, 679 S.W.2d 180 (1984); Greenwood v. Wilson, 267 Ark. 68, 588 S.W.2d 701 (1979); Short v. Stephenson, 238 Ark. 1048, 386 Ark. 501 (1965).

In Hiler v. Cude, 248 Ark. 1065, 455 S.W.2d 891 (1970), the supreme court said:

We adhere to the rule that the burden of proving mental incompetency, undue influence and fraud which will defeat a will is upon the party contesting it. We hold this burden, in the sense of the ultimate risk of nonpersuasion, never shifts from the contestant. This does not, however, conflict with the rule concerning the burden of going forward with the evidence or burden of evidence.

In Rose v. Dunn, 284 Ark. 42, 679 Ark. 180 (1984), the court said that “the presumption of undue influence in the case of a beneficiary who procures the making of a will does not shift the ultimate burden of proof.” In Hodges v. Cannon, 68 Ark. App. 170, 5 S.W.3d 89 (1999), we explained:

In the case of a beneficiary of a will who procures the making of the will, a rebuttable presumption of undue influence arises, which places on the beneficiary the burden of going forward with evidence that would permit a rational fact-finder to conclude, beyond a reasonable doubt, that the will is not the product of insufficient mental capacity or undue influence. Looney v. Estate of Wade, 310 Ark. 708, 839 S.W.2d 531 (1992); Edwards v. Vaught, 284 Ark. 262, 681 S.W.2d 322 (1984); and Rose v. Dunn, 284 Ark. 42, 679 S.W.2d 180 (1984).

In both his letter opinion and final order, the probate judge stated that the will’s proponents bore the burden of proof on both issues beyond a reasonable doubt. The trial court did not err in this regard.

Appellant’s final argument is that the evidence does not support the trial court’s finding that Mrs. Hammond had the mental capacity to execute the will and that she was not subjected to undue influences. We hold that the probate judge’s decision was not clearly erroneous.

The Standard of Review

We will reverse a probate court’s determination on the questions of mental capacity and undue influence only if they are clearly erroneous, giving due deference to the superior position of the trial judge to determine the credibility of the witnesses and the weight to be accorded their testimony. See Reddoch v. Blair, 285 Ark. 446, 688 S.W.2d 286 (1985). While our review must take into consideration that the will’s proponent bore the burden of proof, or the burden of going forward with the evidence, beyond a reasonable doubt, the question on appeal is not whether we have such a doubt. The situation is analogous to an appeal in a criminal case: the burden of proof is beyond a reasonable doubt, but our standard of review is whether the jury verdict is supported by substantial evidence.

Substantive Law on Mental Capacity

Every person of sound mind and disposing memory has the untrammeled right to dispose of his or her property by will as he or she pleases. See Puryear v. Puryear, 192 Ark. 692, 94 S.W.2d 695 (1936). If the maker of a will has sufficient mental capacity to retain in his memory, without prompting, the extent and condition of his property, and to comprehend how he is disposing of it, and to whom, and upon what consideration, then he possesses sufficient mental capacity to execute such an instrument. Richard v. Smith, 235 Ark. 752, 361 Ark. 741 (1962). Sufficient mental ability to exercise a reasonable judgment concerning these matters in protecting his own interest in dealing with another is all the law requires. Id. With respect to the ability to know the extent and condition of the property to be disposed and to whom it is being given, and to appreciate the desserts and relations to the testator of others against whom he discriminates or excludes from participation in his estate, it is unnecessary that he actually has this knowledge. See Huffaker v.

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Pyle v. Sayers
34 S.W.3d 786 (Court of Appeals of Arkansas, 2000)

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Bluebook (online)
34 S.W.3d 786, 72 Ark. App. 207, 2000 Ark. App. LEXIS 830, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pyle-v-sayers-arkctapp-2000.