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In re Estate of Whitehead

District Court of Appeal of Florida, Fourth District
Jun 8, 1971
248 So. 2d 186 (Fla. Dist. Ct. App. 1971)

Opinion

Nos. 70-533 and 70-540.

May 10, 1971. Rehearing Denied June 8, 1971.

Appeal from the County Judge's Court for Brevard County, Virgil B. Conkling, J.

S. Lindsey Holland, Jr., and Charles M. Harris of Crofton Holland Starling, Titusville, for appellant L.C. Crofton.

Palmer W. Collins of Collins Clark, Melbourne, for appellant Bessie Baillie.

Elting L. Storms of Storms Pappas Krasny, Melbourne, for appellees.


This is an appeal from a final order of the County Judge's Court for Brevard County, Florida, which admitted to probate a will executed by one Lillian B. Whitehead bearing date 14 October 1966. The appellants contested the admission of the will to probate on the ground either that the testatrix lacked testamentary capacity or that the will was a product of undue influence.

On appeal the appellants primarily contend that the evidence required a finding of either lack of testamentary capacity or undue influence and that the trial judge erred in not so ruling. We have reviewed the voluminous briefs and record and, although the evidence was in conflict, we conclude that there was evidence from which the trial court could reasonably have reached a conclusion that the testatrix had testamentary capacity (see In re Estate of Coles, Fla.App. 1968, 205 So.2d 554, 555) and that the will was not the product of undue influence, but was motivated by acts of kindness on the part of the major beneficiaries thereunder and a reciprocal feeling of sympathy and concern on the part of the testatrix. A will thus inspired is not subject to the claim of undue influence. (See In re Starr's Estate, 1935, 125 Fla. 536, 170 So. 620.)

It being our view that there was evidence which could reasonably support the County Judge's findings of ultimate fact and that he did not misconceive controlling principles of law, we must affirm. In re Estate of Balch, Fla.App. 1968, 215 So.2d 343 (cert. den. Fla. 1969, 225 So.2d 525); In re Estate of Nelson, Fla.App. 1970, 232 So.2d 222, 224.

We have not overlooked the other points raised by the appellants, but do not consider that they have merit or require discussion.

The order on appeal is affirmed.

Affirmed.

REED and OWEN, JJ., concur.

WALDEN, J., dissents, with opinion.


I respectfully dissent because the manifest and overwhelming evidence compels the conclusion that the testatrix lacked testamentary capacity at the time she executed the will in question.

An appellate court — a court of law — should not approve such an unpretty and unjust picture as was painted by these circumstances:

A. An unnatural result was obtained in the contested will. She shunned her blood relatives in favor of non-related persons whose status and bona fides were open to question. The preference was without a real basis or reason in the record.

B. The decedent was severely addicted to alcohol and drugs. Because of her various incapacities, mental and physical, a trustee was appointed to care for her estate in 1962.

C. The decedent was declared incompetent in 1964 and committed due to chronic and acute alcoholism plus barbiturate habituation and diagnosed as passive-aggressive personality, depression, paranoid trends and addiction to drugs and alcohol. She was released in January 1965 against medical advice. Letters of discharge were issued in December 1966.

D. The will in question was executed in October 1966, about five and one-half months prior to testatrix' death. Despite her situation, the will was not read, explained or discussed with her at the time of execution.

E. The testimony of Dr. Roberts is the most compelling as he, as the testatrix' physician, examined her two days prior to the execution of the will and his is the only medical testimony on the issue. He had also seen her on September 8, 1966, and September 15, 1966. He testified extensively to the effect that she was confused and without capacity to comprehend and he strongly opined that she was not competent.

F. Many lay witnesses testified and there is some conflict. However, the salient facts are either uncontradicted or the negative testimony is so slight and ineffectual as to be unworthy of consideration as a matter of law. A reading of this record leads to only one legal conclusion — that Mrs. Whitehead was pitifully ill and without capacity to dispose of her estate in October 1966.

I would surely reverse and remand with instructions to rescind the probate of the 1966 will and to grant probate to the 1960 will, which 1960 will was executed at a time when the testatrix was well and in control of her faculties.


Summaries of

In re Estate of Whitehead

District Court of Appeal of Florida, Fourth District
Jun 8, 1971
248 So. 2d 186 (Fla. Dist. Ct. App. 1971)
Case details for

In re Estate of Whitehead

Case Details

Full title:IN RE ESTATE OF LILLIAN B. WHITEHEAD, DECEASED

Court:District Court of Appeal of Florida, Fourth District

Date published: Jun 8, 1971

Citations

248 So. 2d 186 (Fla. Dist. Ct. App. 1971)

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