Reynolds v. Day

792 S.W.2d 924, 1990 Tenn. App. LEXIS 158
CourtCourt of Appeals of Tennessee
DecidedMarch 6, 1990
StatusPublished
Cited by7 cases

This text of 792 S.W.2d 924 (Reynolds v. Day) 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
Reynolds v. Day, 792 S.W.2d 924, 1990 Tenn. App. LEXIS 158 (Tenn. Ct. App. 1990).

Opinion

OPINION

INMAN, Special Judge.

I

The appellants are the contestants of the holographic will of Lawrence Reynolds. The jury resolved all issues favorably to the will. We find all of the issues presented for review to be without merit and affirm.

The disputed holographic will, dated February 19, 1986, was admitted to probate in common form on March 4th, 1987, by the probate court for Greene County, Tennessee.

A complaint to contest the will on the grounds of undue influence and lack of mental capacity was filed by twenty-four of the decedent’s collateral heirs on November 3, 1987. The complaint also alleged that the paper writing was not the will of Lawrence Reynolds, and a jury trial was demanded.

The proponents filed an answer asserting that the holographic will was the will of the decedent who was not unduly influenced in its execution and that it was not written at a time that the testator lacked sufficient mental capacity.

The proponents filed issues for trial pursuant to Tenn.Code Ann. 32-4-104, as follows: (1) Were all of the material provisions of the paper writing dated the 19 day of February, 1986, in the handwriting of Lawrence Reynolds and did he sign this writing? (2) Was Lawrence Reynolds mentally capable of making a will on the 19th day of February, 1986? and (3) Was Lawrence Reynolds unduly influenced in the preparation of this Last Will and Testament by Glen Reynolds, Margaret Laugh-ner, Grady Davis, Imogene Day, or Claude “Tiny” Day?

The trial commenced on December 6, 1988. At the close of the proof, the Court directed a verdict against the contestants with respect to the first jury issue. At the conclusion of the trial on the 14th day of December, 1988, the jury returned a verdict which sustained the will.

[925]*925II

The first issue presented for review is whether the Court was correct in refusing to charge the contestants’ special request that once a confidential relationship between a testator and beneficiary is shown to exist, a presumption of invalidity arises which must be overcome by clear and convincing evidence, as contrasted to a preponderance of all the evidence, as charged by the Court.1

We reproduce the will:

February 19, 1986
At my death I appoint Glen Reynolds as my administrator over all my assets. The home I live in goes to Imogene Day and her husband Tiny Day. The Mitchel farm goes to Betty’s niece and nephew, the Davis children. And the money also to them.
Lawrence C. Reynolds
A lockbox at the old First National Bank, now Commerce I think. Have the dog put to sleep or take her home with you.

The verdict accredited evidence that about 5:00 A.M. on February 19, 1986 Glen Reynolds received a telephone call from his cousin Lawrence Reynolds, the decedent, who told him that he thought he was having a heart attack. Lawrence declined Glen’s offer to call an ambulance, electing to ride with Glen to the hospital. When Glen arrived at Lawrence’s residence the lights were on, and Lawrence was ready to leave. He asked Glen to make sure the lights were off and the furnace turned down, and locked the door behind them. Glen drove him to the hospital and stayed with him until he was admitted. He described Lawrence as “very normal” and testified that he observed nothing to suggest that there was anything wrong with his mind. As a first cousin, Glen would receive more if the will were invalidated than if it were upheld.

Glen visited with Lawrence practically every day in January, February and March, 1986. He testified that on each of these occasions Lawrence was of sound mind. He recited instances in support of this opinion; on February 15, Lawrence called him “to come over and look at my furnace”. Lawrence had tried to call Ricker Plumbing and Heating, but they were closed, it being Saturday. Glen thereupon made temporary repairs. He advised Lawrence to call Ricker Plumbing and Heating on Monday, and Lawrence agreed to do so.

On February 17, 1986, Lawrence did in fact call Ricker Plumbing and Heating, whose employee, John Jay Williams, responded. Lawrence recognized him when arrived, and suggested that he knew where to find the furnace since he had installed it several years before. Williams testified that Lawrence’s conversation was sensible, and that he did not observe anything to suggest that he was confused.

Betty Ingle testified that she delivered a rent check to Lawrence in the hospital on February 19,1986, after she learned from a neighbor that he had been admitted. When she entered his room he recognized her, asked about her husband by name, and about her business. He told her about his illness. She observed nothing unusual about his mental condition and he did not appear confused. In her opinion, he was of sound mind.

Rex Bowers operated the Mitchell farm for Lawrence Reynolds for approximately thirty years. He conferred with Lawrence every Tuesday and Thursday, and sometimes more often. He visited Lawrence every day while he was hospitalized, and was of the opinion that he was of sound mind on every occasion that he saw him.

Imogene Day saw Lawrence on February 18, 1986, the day before he wrote his will and entered the hospital. She testified that he called and requested her to come over because he was sick. She went to his [926]*926house and stayed with him because he did not want to go to the emergency room. She talked with him for about an hour, and testified that his conversation was sensible. He did not appear confused or depressed. She did not observe anything that would suggest that his mind was not functioning properly.

She learned the next day from Glen Reynolds that he had taken Lawrence to the hospital. She visited Lawrence for about thirty minutes on February 19, 1986, and also visited with him each day until he was dismissed. She testified that his conversation was not confused, and that he was not disoriented or depressed. She believed him to be of sound mind.

When confronted with the medical records from the first hospitalization, Imogene Day testified that she never observed anything that would suggest that Lawrence Reynolds was suffering from severe depression or that he had a “manic depressive disorder.” She thought that he may have been dehydrated and malnourished, owing to poor eating habits, but denied that he had frequent crying episodes, or that he acted hostilely toward the nursing staff. Mrs. Day was employed by Reynolds at his ice cream company during the 1960’s. She began assisting Reynolds in his home following the death of his wife in 1984, doing such things for him as writing checks and running errands. Reynolds gave her the keys to his house and lockbox. In September, 1985 he gave her a diamond ring worth $8000.00. In the petition she filed seeking appointment as co-representative of the estate she described herself as

“A trusted friend of the decedent and assisted him with his business affairs and looked after his personal matters for the past several years and at the request of the decedent has rendered services for many years. She has looked after the business affairs of the decedent since the death of his wife and during the period of his lengthy illness. She has likewise rendered personal services, the decedent entrusted her with the key to his lockbox at the bank and to his house.”

Mrs.

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Cite This Page — Counsel Stack

Bluebook (online)
792 S.W.2d 924, 1990 Tenn. App. LEXIS 158, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reynolds-v-day-tennctapp-1990.