Summary
The Florida Third District Court of Appeal reviewed an order admitting Madelon C. Reid’s will to probate despite challenges based on lack of testamentary capacity and undue influence. The court upheld the finding that Reid had testamentary capacity but reversed the finding that the attorney-beneficiary had rebutted the presumption of undue influence arising from their confidential relationship.
Holdings
- The county judge's finding that the testatrix possessed testamentary capacity was supported by substantial competent evidence and was not shown to result from a misapprehension of the evidence as a whole.
- When a beneficiary occupies a confidential relationship with the testator, actively participates in procuring the will, and is made a substantial beneficiary, a presumption of undue influence arises; here, the evidence did not rebut that presumption.
Questions Presented
- Whether substantial competent evidence supported the county judge's finding that Madelon C. Reid possessed testamentary capacity when she executed the will.
- Whether the presumption of undue influence arising from the confidential attorney-client relationship between the testatrix and the sole beneficiary was rebutted by the evidence.
Disposition
reversed
Cases Cited (12)
- Skelton v. Davis, 133 So. 2d 432 (Fla. Dist. Ct. App. 1961)(followed)
- In re Bailey’s Estate, In re Bailey's Estate, 122 So. 2d 243 (Fla. Dist. Ct. App. 1960)(followed)
- In re Wilmott's Estate, In re Wilmott's Estate, 66 So. 2d 465, 40 A.L.R. 2d 1399 (Fla. 1953)(followed)
- Zinnser v. Gregory, 77 So. 2d 611 (Fla. 1955)(followed)
- In re Palmer's Estate, 48 So. 2d 732 (Fla. 1950)(followed)
- In re Knight's Estate, 108 So. 2d 629 (Fla. Dist. Ct. App. 1959)(followed)
- In re Krieger's Estate, 88 So. 2d 497 (Fla. 1956)(followed)
- In re Aldrich's Estate, 148 Fla. 121, 3 So. 2d 856 (1941)(followed)
- Lewis v. Martin, 210 Ala. 401, 98 So. 635(followed)
- Gardiner v. Goertner, 110 Fla. 377, 149 So. 186, 189(followed)
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Cited In (0)
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Court Document
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