KAY L. COPPOCK, AS PERSONAL REPRESENTATIVE OF THE ESTATE OF GEORGE HAWKINS, DECEASED, APPELLANT,
v.
HAZEL H. CARLSON, APPELLEE

Fla. 3d DCA | 1989-04-11
No. 88-990
Before SCHWARTZ, C.J., and BASKIN and FERGUSON, JJ.
547 So. 2d 946 Florida District Court of Appeal, Third District (1989) Positive Treatment
Cited by 16 cases

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Synopsis

George Hawkins' 1985 will naming Kay Coppock as personal representative and residuary beneficiary was declared void by a trial court based on findings of undue influence and lack of testamentary capacity. The appellate court reversed, holding that the record contained no substantial evidence supporting either ground for revocation and that the testator's choice to benefit a close friend must be respected absent clear evidence of coercion.


Holding

The appellate court reversed, holding that there was no showing by substantial and competent evidence that the will was a product of undue influence or that the decedent lacked testamentary capacity. The court found no evidence of coercion, force, or over-persuasion by Coppock, and undisputed evidence that Hawkins was of sound mind when he executed the will.


Headnotes

[1] A will may be declared void if the testator was subjected to undue influence or lacked testamentary capacity at the time of execution.

[2] Undue influence in the execution of a will requires evidence of coercion, force, or over-persuasion that destroys the testator's free will or prevents the exercise of the…

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Key Quotes

“Undue influence in the execution of a will contemplates coercion, force, or over-persuasion, which acts to destroy a testator's free will or prevents him from exercising his own judgment.”

Establishes the legal standard for undue influence in will contests

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Facts & Procedural History

George Hawkins, age 84, executed a will on January 10, 1985, naming Kay Coppock as personal representative and beneficiary of his entire residuary est…

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Opinion of the Court
FERGUSON, Judge.

FERGUSON, Judge.

George Hawkins died in 1987 at age 84. His last will and testament, dated January 10, 1985, was admitted to probate naming the appellant, Kay L. Coppock, personal representative and beneficiary of his entire residuary estate.

Appellee, Hazel H. Carlson, 92-year-old sister of the decedent, filed a “Petition For Revocation Of Probate.” After a nonjury trial, the will was declared void based on findings that Mr. Hawkins had been subjected to undue influence and that he lacked testamentary capacity when the will was executed. Coppock appeals.

We reverse because there is no showing in the record, by substantial and competent evidence, that the will was a product of undue influence or that the decedent lacked testamentary capacity.

Undue influence in the execution of a will contemplates coercion, force, or over-persuasion, which acts to destroy a testator’s free will or prevents him from exercising his own judgment. See Peters v. Florida Nat’l Bank, 155 Fla. 453, 20 So. 2d 487 (Fla.1945); 1 Bowe-Parker: Page on Wills § 15.2 (1960). The standard of proof required is the greater weight of the evidence. See Cripe v. Atlantic First Nat. Bank, 422 So. 2d 820 (Fla.1982).

Although Kay Coppock and Hawkins had become friends during the final three to four years of his life, there is no evidence she either enjoyed a confidential/fiduciary relationship with the decedent, or engaged in active procurement of his will. See In re Estate of Carpenter, 253 So. 2d 697 (Fla.1971); Carter v. Carter, 526 So. 2d 141 (Fla. 3d DCA), rev. denied, 536 So. 2d 243 (1988). Coppock played no role in the decedent’s management of his financial affairs. She was not present at the execution of the will. She did not recommend an attorney to draw the will or secure witnesses. Neither did she hold the document for safekeeping after execution. No proof was submitted that Coppock had any knowledge of the will’s contents prior to execution, or that she gave any instructions on the will’s preparation to the draftsman. Although these are not exclusive criteria to suggest active procurement, see In re Estate of Carpenter, 253 So. 2d at 702, it is significant that no such evidence was presented by the petitioner for revocation.

Whether a testator had the requisite testamentary capacity is determined solely by his mental state at the time he executed the instrument. See In re Wilmott’s Estate, 66 So. 2d 465 (Fla.1953); T. Atkinson, Wills § 51 (2d ed. 1953). Notwithstanding testimony that Mr. Hawkins was afflicted with the normal physical debilities attendant to advanced age, and delusions about his physical prowess, there was undisputed evidence, more relevant to the question of capacity, that on January 10, 1985, he went alone to keep an appointment with his attorney, appeared of strong mind, and properly executed a new will. There is no showing that he lacked the ability to understand the nature and extent of his property, the natural objects of his bounty, or the general process of will-making. See In re Wilmott’s Estate, 66 So. 2d at 468; In re Estate of Edwards, 433 So. 2d 1349 (Fla. 5th DCA 1983); McGovern, Kurtz and Rein, Wills, Trusts and Estates § 7.2 (1988). At another time, when asked why his sister was not named as beneficiary of his estate, Mr. Hawkins explained that he expected to outlive her and that she was financially better off than he.

George Hawkins chose to leave his money and other assets to a close friend. In the absence of substantial evidence of undue influence or lack of testamentary capacity, that choice must be respected. See Tarsagian v. Watt, 402 So. 2d 471 (Fla. 3d DCA 1981) (unless the evidence clearly shows that he has been precluded from exercising free will, a testator’s wishes are to be upheld).

Reversed.

SCHWARTZ, C.J., and FERGUSON, J., concur.

Dissent
BASKIN, Judge

BASKIN, Judge

(dissenting).

The majority opinion rests on the rule of law that “in the absence of substantial evidence of undue influence or lack of testamentary capacity” an individual’s choice for distributing assets must be respected. See Tarsagian v. Watt, 402 So. 2d 471 (Fla. 3d DCA 1981). In the case before us, however, the trial court found that the testator lacked testamentary capacity:

14. At the time of the execution of the January, 1985, will which is the subject matter of the instant Will contest, it appears that the Decedent was suffering from a progressive type of senile dementia, he was having episodes of confusion and disorientation including confusion and disorientation evidenced by the “kind of ideas” that he expressed which according to the psychiatric testimony presented at trial appeared of a delusional nature. These delusions include the Decedent’s indication that he considered that he was a member of a SWAT team, that he was involved in raids, that he was a drug enforcement agent, that he had received an award from President Reagan for his work as an enforcement agent and that he was involved in a gun fight with a Cuban and that he had been out at night with a border patrol.

15. According to the psychiatric testimony adduced at trial and in depositions, the Decedent’s progressive senile dementia was evidenced by gradual changes in his personality as well as indications of memory impairment, both of past and recent events. He suffered episodes of confusion and disorientation. There were underlying physical changes associated with this mental condition including a heart condition, arteriosclerosis and hypertension all of which indicate underlying physical factors affecting his sense of reality and the ability of the Decedent to function adequately. With these conditions there is, according to the psychiatric testimony, a susceptibility to the influence of other people (which appears to have occurred in the instant case) and there was an impairment of reality in the Decedent’s mind to the point where he developed delusions. There was disorientation, indications of impaired judgment, and an inability to cope with reality as well as an overall gradual deterioration of his faculties.

16. The psychiatric expert testimony presented at the trial was conflicting. As the trier of fact, it was necessary to consider the conflicts between experts and resolve the same.

The trial court’s judgment should be upheld if it is supported by substantial, competent evidence. See In re Estate of Carpenter, 253 So. 2d 697 (Fla.1971); Gegen v. Leary, 503 So. 2d 367 (Fla. 3d DCA 1987). The record contains more than sufficient testimony supporting the trial court’s determination. For that reason, I would affirm.


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Citator

Cited By

  • Raimi v. Furlong, 702 So. 2d 1273 (Fla. 3d DCA 1997)
    …ueer conduct” may execute a valid will as long as it is done during a lucid interval. See Id. Indeed, it is only critical that the testator possess testamentary capacity at the time of the execution of the will. See Id.; see also Coppock v. Carlson, 547 So. 2d 946, 947 (Fla. 3d DCA 1989) (whether testator had the required testamentary capacity is determined solely by his mental state at the time he executed the instrument), rev. denied, 558 So. 2d 17 (Fla.1990). An appellate court will not interfere with a p…
  • Langford v. McCORMICK, 552 So. 2d 964 (Fla. 1st DCA 1989)
    …e of her own free will. We have serious doubt that the conduct of Fred, or the conduct of Anava’s other brothers and her niece, Elizabeth, constituted active procurement sufficient to raise the presumption in the first place. See Coppock v. Carlson, 547 So. 2d 946 (Fla. 3d DCA 1989); Carter v. Carter, 526 So. 2d 141. We do not decide the case on this principle, however. Accepting the trial court’s finding that the evidence was sufficient to raise the presumption, we find nothing in the record to suggest that…
  • Jose Rodriguez, M.D. v. Pino, 634 So. 2d 681 (Fla. 3d DCA 1994)
    …017 (Fla. 3d DCA 1993) (no evidence, in sexual battery case, which would support a finding that victim was physically helpless to resist where she was neither asleep nor unconscious and able to communicate at all relevant times); Coppock v. Carlson, 547 So. 2d 946 (Fla. 3d DCA 1989) (no showing that decedent lacked testamentary capacity; despite age and delusions about his physical prowess, evidence more relevant to question of capacity was that decedent kept appointment with attorney, properly executed new w…

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