Watts v. Newport

6 So. 2d 829, 149 Fla. 181, 1941 Fla. LEXIS 1045
CourtSupreme Court of Florida
DecidedDecember 19, 1941
StatusPublished
Cited by18 cases

This text of 6 So. 2d 829 (Watts v. Newport) is published on Counsel Stack Legal Research, covering Supreme Court of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Watts v. Newport, 6 So. 2d 829, 149 Fla. 181, 1941 Fla. LEXIS 1045 (Fla. 1941).

Opinions

TERRELL, J.:

This case grows out of these facts. Letitia V. Graham moved to Tampa from Mississippi about fifty years ago. She invested the proceeds of some Mississippi lands in Tampa real estate, imposed on herself a life of rigid abstinence, and in the early 1920’s because of failing health, converted her holdings into cash and gilt edge securities. She died December 16, 1938, leaving an estate of more than three hundred and fifty thousand dollars.

Mrs. Graham was about ninety-four years old at the time of her death and had no nearer relatives than cousins. She executed a first will dated October 8, 1921, and a second dated June 19, 1934, which were not materially different in essential provisions. Each provided modest legacies for friends and relatives and devised the major portion of her estate in trust to First Savings and Trust Company of Tampa for the purpose of erecting a memorial in Hillsborough County to be known as Edmund Gaines Graham Home in honor of her deceased husband, Edmund Gaines Graham.

In her real estate ventures, Mrs. Graham relied on the advice of W. H. Beckwith, one of the best realtors in this country. As an investor, she relied on A. C. Clewis, one of the soundest bankers in the country, and for legal advice, she relied on M. G. Gibbons, one of the most highly honored members of the bar of this State. For more than forty years, Mrs. Graham *184 counseled with these gentlemen, her fortune being the product of their advice, and her shrewdness.

On the day of Mrs. Graham’s death, the appellee, Beatrice Newport, showed up with a third will which is shown to have been executed by Mrs. Graham August 20, 1937. It provides modest legacies for more than a dozen relatives and friends but devises the major portion of the estate to Mrs. Newport, “my friend of long standing.” No one knew anything about this will prior to Mrs. Graham’s death except Mrs. Newport, C. E. Sine, and his wife, all of whom testified that it was written by Sine at Mrs. Graham’s dictation, and witnessed by Sine and his wife at her (Mrs. Graham’s) request. Mrs. Newport promptly filed her petition to probate this will. The beneficiaries and others filed answers and protests to the petition alleging that it was the product of fraud, forgery, undue influence, and lack of testaméntary capacity. .

On the issues so made, after hearing much evidence and argument, the probate court found (1) that at the time the said will was executed, the testatrix was physically helpless, bedridden, practically blind, and incapable of dictating or executing it, (2) that at the time it was executed, the testatrix was not of sound mind and did not possess testamentary capacity, (3) that at the time said will was executed, Mrs. Newport was not a friend of long standing of Mrs. Graham, and that Mrs. Graham did not repose confidence in her, and (4) that the said will was the creature of fraud and imposition. He accordingly denied probate of the will and made a second decree denying petitioner her costs. Appeal was taken from both decrees. They were consolidated and considered together by *185 the Circuit Court and severally reversed. This appeal is from the latter decree.

. We are confronted with a single two phase question, viz: Was the will of August 20, 1937, forged, and did Mrs. Graham have testamentary capacity on the date of its execution? The evidence affecting both phases of the question is so interlarded that we treat them together.

To answer the question, this Court will first examine the record to determine whether or not the chancellor followed the correct rule of decision. The rule of decision is that if there is substantial competent evidence to support the finding of the probate judge and he did not misinterpret the legal effect of the evidence as a whole, his decree should be affirmed. In re Donnelly’s Estate, 137 Fla. 459, 188 So. 108; Wilkins Estate, 128 Fla. 273, 174 So. 412; Alkire’s Estate, 142 Fla. 862, 144 Fla. 606, 198 So. 475; Thompson’s Estate, 145 Fla. 42, 199 So. 352.

Some confusion has arisen as to the effect of these decisions, it being contended that some of them depart from the rule as stated, that the Alkire case is in conflict with the Donnelly case and had the effect of setting up a new rule of decision, but we find no basis for such a contention and certainly there was no intention to change the settled rule in any of these cases. In the Alkire case, we did hold that each case was a law unto itself and that it was the duty of the chancellor to weigh the probative effect of the evidence as a whole but on mere probative value, he cannot substitute his judgment for that of the probate judge, nor can he try the case de novo.

The decree appealed from is planted squarely on the assumption that it was the duty of the chancellor *186 to examine the evidence as a whole and give the parties the benefit of his “own judgment based upon the entire record.” In doing so, he reached the conclusion that the proponent proved the will and that when done, the burden shifted, to the contestants to show by a preponderance of the evidence that the will was forged or that Mrs. Graham was devoid of testamentary capacity when she is said to have executed it.

In giving the parties the benefit of his “own judgment based upon the entire record” the chancellor was in error. He cannot pit his judgment as to probative value of the evidence against that of the probate judge. He must find that the probate judge applied the wrong interpretation to the evidence. This was the last order the eminent chancellor made before being elevated to this Court. The words of Chief Justice Bleckley in Broome v. Davis, 87 Ga. 586, eulogizing another great judge of that Court are apropos: “Before the translation of our brother Lumpkin to this bench, though his judicial accuracy was remarkable, he shared in the fallability which is inherent in all courts except those of last resort. In some rare instances, he committed error, and the very last of his errors is now before us for correction.”

Now let us see if the probate court misinterpreted the evidence as a whole. Mrs. Newport produced the will in question after the death of the testatrix; it abandoned an avowed purpose of Mrs. Graham for more than thirty years and devised the bulk of her estate to one that had no claim on her bounty; in the same stroke, it provided small legacies for blood relatives who did have a claim on her bounty. No one had previously heard of it but Mrs. Newport, Sine, *187 and his wife. Its preparation, execution, custody, and production were as mysterious as the change in purpose and the motives of those who had knowledge of it were challenged and discredited. It was in other respects irregular, as we shall presently show. The proponent of a will affected with so much irregularity is charged with proving more than its execution. She must prove that it was the free voluntary act of the testator. She must dispel the mystery that enshrouds it. Kelley v. Gottschalk, 143 Fla. 371, 196 So. 844.

This is a sound rule. It facilitates the search for truth and that is the only purpose of a lawsuit. When it is permitted to become a struggle for supremacy between the wits of counsel, truth is apt to be debauched and the administration of justice raped.

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Bluebook (online)
6 So. 2d 829, 149 Fla. 181, 1941 Fla. LEXIS 1045, Counsel Stack Legal Research, https://law.counselstack.com/opinion/watts-v-newport-fla-1941.