Romano v. Romano

168 So. 2d 236, 277 Ala. 207, 1964 Ala. LEXIS 498
CourtSupreme Court of Alabama
DecidedSeptember 24, 1964
Docket6 Div. 959
StatusPublished
Cited by2 cases

This text of 168 So. 2d 236 (Romano v. Romano) 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
Romano v. Romano, 168 So. 2d 236, 277 Ala. 207, 1964 Ala. LEXIS 498 (Ala. 1964).

Opinion

PER CURIAM.

This is an appeal from a judgment entered pursuant to a jury verdict declaring that an instrument executed on 29 August 1959, purporting to be the last will and testament of Annie Romano, deceased was not the last will and testament of Annie Romano, deceased.

Counsel representing the appellants on appeal did not participate in the proceedings below.

The evidence shows that Annie Romano, a native of Italy, was brought to this country as an infant. At the time of her death on 2 November 1961, she was over 80 years of age. For several years prior to her death she had been in ill health due to heart trouble, arthritis, and the afflictions of old age. In her latter years she was hospitalized a number of times, and was periodically confined to a wheel chair.

The deceased, Annie Romano, had ten children and eight were living at the time of her death.

On 9 November 1961, Frank Romano, one of the sons of the deceased, and an appellant herein, filed his petition in writing under oath, in the Probate Court of Jefferson County, Alabama, Bessemer Division, for the probate of the will of his deceased mother, Annie Romano.

The purported will was filed along with the petition and 28 November 1961 was the day set for hearing the testimony to establish said instrument as a will.

On 28 November 1961, the contestants filed their contest in the Probate Court and demanded that the same be transferred to the Circuit Court for trial. The contestants demanded a jury trial. On that date the Judge of Probate entered an order transferring the contest to the Circuit Court.

The proponents and contestants are all children and grandchildren of the deceased.

Under the purported will three of the deceased’s children and three of her grandchildren were bequeathed one dollar each. The residue was given to Frank Romano, in trust for at least ten years and at the expiration of such period, the trust to continue for such additional time as Frank Romano may desire, not to exceed ten years. One year’s net income is at all times to be retained by the trustee and the excess paid to Frank Romano, Joe Romano, Mike Romano, and Marie Romano Antonio, the named beneficiaries.

Frank Romano was designated as executor, and in his capacities as executor [209]*209and trastee lie is relieved from giving bond, and is given full power of management, control, and disposition of the estate, including full power of sale, investment and reinvestment. The will also provides that the executor shall not be required to file an inventory or to make a final settlement of the estate.

In an opinion heretofore issued in this appeal we inadvertently considered this case as arising under the provisions of Section 64, Title 61, Code of Alabama 1940, relative to a will contest in the Circuit Court in Equity within six months. Actually the will contest was transferred to the Circuit Court at law under the provisions of Section 63, Title 61, Code of Alabama 1940. Discovering this mistake, we ex mero motu restored the appeal to the rehearing docket for further consideration. The opinion heretofore issued on 18 June 1964 in this appeal is hereby withdrawn, and the following opinion substituted in lieu thereof.

The record in this case is a lengthy one, totalling more than 1,000 pages. The testimony taken below is voluminous. The issue presented by the evidence was solely a question of fact as to whether Frank Romano had exercised undue influence upon his mother, Annie Romano, to procure the execution of the purported will. No useful purpose would be served in setting forth this factual situation. Section 66, Title 13, Code of Alabama 1940. We observe, however, that after a careful consideration of the evidence presented below, we are clear to the conclusion that it is ample in its tendencies to support the verdict and judgment rendered and entered below. Such conclusion renders nonmeritorious appellant’s assignments of error based on several grounds of the motion for a new trial questioning the sufficiency of the evidence to support the verdict and judgment.

Assignments of error Nos. 1 and 5 question the action of the court in overruling appellant’s demurrers to the contestant’s petition. The grounds assigned in support of the demurrer were general in nature.

The petition averred that “the instrument sought to be probated is the product of, and the proximate result of, the undue influence of said Frank Romano exercised on said deceased and does not constitute the last will and testament of said deceased.”

Counsel for appellant argues that the doctrine of Barksdale v. Davis, 114 Ala. 623, 22 So. 17, to the effect that the facts constituting undue influence must be distinctly averred, is the sounder rule, and should ‘be followed.

This doctrine was specifically overruled in Alexander v. Gibson et al., 176 Ala. 258, 57 So. 760, and it was held that a general averment that the execution of a. will was procured as a result of undue influence was sufficient, and facts showing the-exercise of undue influence need not be set forth. This rule has been reiterated in numerous of our cases since Alexander v. Gibson, supra, and some of these being Coghill v. Kennedy et al., 119 Ala. 641, 24 So. 459; Ross v. Washington, 233 Ala. 292, 171 So. 893; Borton v. Borton, 225 Ala. 457, 143 So. 468; Mindler v. Crocker, 245 Ala. 578, 579, 18 So.2d 278. The court therefore did not err in overruling the demurrer in this aspect and assignments of error Nos. 1 and 5 are without merit.

Assignments 6, 10, and 11 question the-admission into evidence over appellant’s objections of two deeds purportedly executed by the testatrix. Both deeds were dated 22' June 1960, some ten months after the alleged execution of the will on 29 August. 1959.

The grounds of objection to the introduction of these deeds were that they related to separate and distinct transactions, and were not involved in these proceedings..

One deed conveyed to testatrix’s daughter, Marie Romano Antonio, a fifty foot strip off the rear of Mrs. Romano’s home-place. Mrs. Antonio’s house and lot abutted on the rear of Mrs. Romano’s lot.

The second deed conveyed the testatrix’s house and lot to Frank Romano and. Mike Romano and their respective wives..

[210]*210The first deed to Mrs. Antonio is letter perfect with no erasures or alterations of any kind.

■The deed to Frank Romano and Mike Romano and their wives contained obvious alterations of many kinds. Where the names “Frank Romano and Dorothy Romano” appear there had been previous erasures. The name of Mike Romano and his wife are not level with the other typing in the same line. When asked what had been erased at the places showing erasures in the deed, Frank Romano replied, “I don’t know.”

At the time Mrs. Romano signed these deeds, she had just returned from an extended hospitalization. A nurse was in constant attendance with her during the day. This nurse testified that as to the deed to Frank and Mike Romano and their wives, that Frank came to his mother’s home a few days after she had signed the deed conveying the strip to Mrs. Antonio, and told his mother that there had been a mistake in this deed, and he had a second one correcting this mistake.

The deed to Mrs. Antonio was delivered to her in about five days. The other deed was not recorded until 20 October 1960, about fifteen days prior to Mrs.

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Bluebook (online)
168 So. 2d 236, 277 Ala. 207, 1964 Ala. LEXIS 498, Counsel Stack Legal Research, https://law.counselstack.com/opinion/romano-v-romano-ala-1964.