Underhill v. Deen

442 N.E.2d 1136, 1982 Ind. App. LEXIS 1533
CourtIndiana Court of Appeals
DecidedDecember 15, 1982
Docket4-382A61
StatusPublished
Cited by9 cases

This text of 442 N.E.2d 1136 (Underhill v. Deen) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Underhill v. Deen, 442 N.E.2d 1136, 1982 Ind. App. LEXIS 1533 (Ind. Ct. App. 1982).

Opinion

CONOVER, Judge.

STATEMENT OF THE CASE

This is an appeal from a judgment in Perry Circuit Court ordering the defendant-appellants, the brothers, sisters, neices and nephews of Sigler Underhill (devisees) to pay a money judgment of $17,471.91 to Sigler’s estate. Glendin Underhill, brother of Sigler, was also ordered to reconvey real estate to the estate. The court further found Sigler’s will to have been executed when he was of unsound mind. Probate of the will was refused.

Affirmed.

ISSUES

1. Was expert opinion evidence properly admitted?

2. Should a new trial have been granted on the basis of newly discovered evidence?

3. Was there sufficient evidence to support the decision of the trial court?

FACTS

Sigler Underhill was diagnosed as senile by two doctors on separate occasions, May 8, 1979, and July, 1980. Both doctors testified Sigler’s senility was pronounced and would have impaired his ability to contract or exercise his own will in matters pertaining to the disposition of his property.

On May 18, 1979, Sigler executed a will leaving the entirety of his estate to his brothers, sisters, neices and nephews. Glen-din Underhill, Sigler’s brother, accompanied Sigler on this occasion. Bertie Underhill, Sigler’s wife, testified Glendin had threatened to have Sigler make a will leaving her out. Glendin denied making that statement, but did admit it was necessary to get Sigler away from Bertie before a new will could be drawn. The attorney who prepared the will believed Sigler to be competent at the time he executed his will.

On August 30, 1980, Sigler was escorted to the bank by Glendin. Sigler withdrew $17,471.91. On September 3,1980, the cashier’s check from the bank was endorsed by Sigler and given to Glendin. Bertie saw Sigler, with Glendin’s assistance endorse the check, describing the event as follows:

A Well, Sigler he was taking Sigler’s hand putting it on the check to guide him along and I asked Sigler not to sign the check because he always wanted me to do his monthly checks that way. He wanted me not to sign them til he was ready to cash them. I says, “Don’t sign that check, Sigler, until you’re ready to cash it. You may have a wreck before you get to where you’re going.” He pushed me back, Glen did and says, “Leave him alone. He’s not able to take care of hisself and you’re not much better.”
Q And, what happened to that check then after it was signed by Sigler?
*1138 A Well, he took it and transferred it over to his account.
Q Did Glendin tell you or give you any representation about what would be done with that money?
A No, he did not. He didn’t tell me anything til after he got his hands on it and got control of it and then he told me I no longer had no say about that money.

Glendin later distributed the money to Si-gler’s brothers and sisters and the children of a deceased sister.

On the same day Sigler also executed a warranty deed conveying all his real property to Glendin. Glendin’s testimony showed that he took Sigler to the office of an attorney who had prepared a warranty deed according to Glendin’s instructions, conveying Sigler’s real property. When Glendin and Sigler arrived Glendin’s name was added to the deed as grantee. Sigler, with apparent difficulty, then signed the deed.

Conflicting testimony was offered regarding Sigler’s soundness of mind during the relevant period. Several of the devi-sees, and other friends of the decedent testified Sigler retained his mental faculties during the last years of his life and was capable of conducting his own affairs. Bertie, Drs. Craig and Dillman, Sigler’s stepson from a previous marriage, and other friends of Sigler gave contrasting testimony. By their statements they revealed a noticeable decline in Sigler’s physical and mental health, observed as early as 1972. They agreed that Sigler’s mental condition worsened as time progressed.

One witness stated Sigler and he agreed to continue a leasing agreement for Sigler’s farm in the fall of 1980, an agreement they had for several years. He later learned Sigler had conveyed the land to Glendin prior to his agreement to continue the lease agreement. Novel Underhill, an adverse party, testified Sigler did not have the ability to exercise his own will concerning the disposition of his property during the last years of his life.

The court made the following findings of fact and order:

6. That on May 8, 1979, the decedent, Sigler Underhill, was examined by Dr. H.L. Craig of Huntingburg, Indiana, a physician who had known Mr. Underhill and treated him for many years prior to that date.
7. That on May 8, 1979, and continuously thereafter until the date of his death on October 23, 1980, the decedent was suffering from advanced senility.
8. That on May 18,1979, the decedent, Sigler Underhill, did not have sufficient mind and memory to know the extent and value of his property; the numer [sic] and the names of those who were the natural objects of his bounty; their deserts with reference to their conduct toward him; nor could he keep these matters and things in his mind on that date long enough to make a valid will.
9. That the Will dated May 18, 1979, should not be admitted to probate because of the unsoundness of mind of the testator on that date.
11. That on August 30,1980, the decedent, Sigler Underhill, executed a certain Warranty Deed to the foregoing described real estate to his brother. Glendin Un-derhill, which said deed is recorded in Deed Record 81, at pages 732-733 in the Office of the Recorder of Perry County, Indiana.
12. That on or about September 3, 1980, Sigler Underhill transferred the moneys obtained from the certificate of deposit at the Tell City National Bank, Tell City, Indiana, in the amount of $17,-474.91 to his brother, Glendin Underhill.
13. That at the time of the transfer of said real estate and at the time of the transfer of said moneys from the Tell City National Bank, Tell City, Indiana, Sigler Underhill did not have the mental capacity or sufficient mind and memory to comprehend the nature and extent of his acts and did not understand the nature of the business in which he was engaged.
14. That said transfers should be set aside due to the unsoundness of mind of *1139 Sigler Underhill at the time of making the same.
IT IS THEREFORE ORDERED, ADJUDGED AND DECREED as follows:
1. That the estate of Sigler Underhill, deceased, is hereby adjudged the true and lawful owner of the real estate described in paragraph 10 of the findings of fact herein, and of the moneys in the amount of $17,474.91 which were transferred by Sigler Underhill on or about September 3, 1980.
2. That Plaintiff, Richard L.

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Cite This Page — Counsel Stack

Bluebook (online)
442 N.E.2d 1136, 1982 Ind. App. LEXIS 1533, Counsel Stack Legal Research, https://law.counselstack.com/opinion/underhill-v-deen-indctapp-1982.