Whatley v. Estate of McDougal

2013 Ark. App. 709, 430 S.W.3d 875, 2013 WL 6252553, 2013 Ark. App. LEXIS 727
CourtCourt of Appeals of Arkansas
DecidedDecember 4, 2013
DocketCV-13-347
StatusPublished
Cited by4 cases

This text of 2013 Ark. App. 709 (Whatley v. Estate of McDougal) 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
Whatley v. Estate of McDougal, 2013 Ark. App. 709, 430 S.W.3d 875, 2013 WL 6252553, 2013 Ark. App. LEXIS 727 (Ark. Ct. App. 2013).

Opinion

RITA W. GRUBER, Judge.

liBettye McDougal died at home on February 17, 2011, at age sixty-four. She had become unable to leave her recliner or bed in her final days, was under the care of hospice, received visits from a home health-care nurse, and was constantly cared for by close friends and relatives. The Circuit Court of Union County admitted to probate a copy of an April 6, 2007 will proffered on March 21, 2011, by her brother, Bobby Long, as her last will and testament. The will nominated Mr. Long as executor; left the bulk of the estate to him; excluded Ms. McDougal’s only child and intestate beneficiary, Todd Whatley; and made specific bequests to fiiends including Albert Warren, who had lived with her for twelve years, as well as to a trust for her two grandchildren.

Mr. Whatley objected to probation of the copy of the will, stating that the original had not been located and that he believed his mother had intentionally destroyed it before her death. He asked the court to find that she died intestate and— because Mr. Long had a | ¡.conflict of interest with the estate — to appoint a different executor. At trial — conducted on February 6 and June 11, 2012-Mr. Whatley stipulated that his mother properly executed a will on April 6, 2007, at the office of her lawyer. The parties did not dispute that Ms. McDougal left the lawyer’s office with the original will and that it was not found after her death.

Much of the testimony at trial focused on decedent’s strong-willed personality and business acumen; on knowing what she wanted; on her fifteen-year strained relationship with her son; and on the fact that she often publicized her intention to cut him out of her will. Her estrangement with him began after his wife, Regina Whatley, stole money from decedent’s trucking business and his relationship "with his wife continued despite decedent’s wishes. From then on, neither Todd Whatley nor his and Regina’s young son visited decedent again until the week before her death. She began spending all holidays with her brother and his wife, Janice Long, and never had a visit with her second grandchild, who was born after the estrangement began.

In its written order, the court deemed the testimony of decedent’s brother and his wife and of decedent’s friends Horace “Hermie” McAlister, Meredith Bastien, Terry Graves, and Jimmy Lou Bates to be credible and persuasive for the estate. It found that decedent strongly felt she had been wronged by her daughter-in-law and son and that she cut them out of her estate in retaliation. The court discussed decedent’s physical condition as a factor in her inability to access either a safe in a downstairs closet, where she kept papers and valuable property and which could not be reached without kneeling and crawling, or her upstairs Isoffice, where an empty envelope that had contained her will was found. The court found that the inaccessibility of these places — particularly by the time decedent had round-the-clock care and in her final six days of life after her son’s visit — argued against her revocation of her will by destruction. Based on these findings, the court concluded that the estate had satisfied the statutory requirements of Arkansas Code Annotated section 28-40-302 and had sufficiently rebutted the presumption of revocation by destruction. The original will was therefore found to have been in existence at the time of her death and to have been lost or misplaced. The court declined to appoint Mr. Long as executor and instead appointed Simmons First Bank of El Dorado, a neutral third party.

Mr. Whatley appeals, contending that the circuit court clearly erred in admitting the copy of the will to probate. He contends that the proponent of the will, Mr. Long, failed to present any evidence that the original will was in existence at the time of the testator’s death, as is required by statute.

Arkansas Code Annotated section 28-40-302 (Repl.2012) states that no will of a testator shall be allowed to be proved as a lost or destroyed will unless

(1) The provisions are clearly and distinctly proved by at least two (2) witnesses, a correct copy or draft being deemed equivalent to one (1) witness; and
(2) The will is:
(A) Proved to have been in existence at the time of the death of the testator; or
(B) Shown to have been fraudulently destroyed in the lifetime of the testator.

Under this statute, the proponent of a lost will must prove two things: first, the will’s | execution and its contents by strong, cogent, and convincing evidence; second, that the will was still in existence at the time of the testator’s death (i.e., had not been revoked by the testator) or was fraudulently destroyed during the testator’s lifetime. Abdin v. Abdin, 94 Ark. App. 12, 223 S.W.3d 60 (2006). Proof of the second statutory element is necessary because the law presumes that an original will that cannot be found after a testator’s death has been revoked. Id. It is the failure to produce the original will that gives rise to the presumption; the presumption may be overcome if the proponent of the lost will proves, by a preponderance of the evidence, that the will was not revoked during the testator’s lifetime. Id.

It will be presumed that a testator destroyed a will executed by the testator in his or her lifetime, with the intention of revoking same, if he or she retained custody thereof or had access thereto, and it could not be found after the testator’s death. Wharton v. Moss, 267 Ark. 723, 594 S.W.2d 856 (Ark.App.1979); Rose v. Hunnicutt, 166 Ark. 134, 265 S.W. 651 (1924). The burden is upon the proponent of the will to prove by a preponderance of the evidence that the decedent did not revoke it during his or her lifetime. Thomas v. Thomas, 30 Ark.App. 152, 784 S.W.2d 173 (1990). Thus, it is not necessary for the trial court to determine what became of the will; it is enough that the court determine that the will was not revoked or cancelled by the decedent. Id.

Probate cases are reviewed de novo, but we will not reverse the probate judge’s findings of fact unless they are clearly erroneous. Remington v. Roberson, 81 Ark.App. 36, 98 S.W.3d 44 (2003). A finding is clearly erroneous when, although there is evidence to support | ,⅛ we are left on the entire evidence with the firm conviction that a mistake has been committed. Id. Due deference is given to the superior position of the trial judge to determine the credibility of the witnesses and the weight to be accorded their testimony. Id.

In the present case, the circuit court found that the second prong of the statute was established by indirect evidence that the original will was in existence at the time of decedent’s death. Decedent’s safe was secured by both a key and a combination lock, and it was accessible only by her or someone at her direction. Albert Warren knew how to access the safe and had done so before at her direction; Bobby Long knew the location of the key, but decedent kept the combination to the safe.

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Cite This Page — Counsel Stack

Bluebook (online)
2013 Ark. App. 709, 430 S.W.3d 875, 2013 WL 6252553, 2013 Ark. App. LEXIS 727, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whatley-v-estate-of-mcdougal-arkctapp-2013.