Appellants John and Jason Lawson are the son and grandson of Syble Lawson, who died in December 2005 at age 73. Her June 2004 will left her entire estate to her other son, appellee Christy “Chris” Lawson; he was also named her executor. Appellants filed a caveat to the probate of this will as did
1. Appellants contend genuine issues of material fact exist as to whether testator’s 2004 will was the product of undue influence.
“Summary judgment [is] proper only if, construing the evidence most favorably for [appellants], no genuine issue of material fact remains as to whether [t]estator’s will was the product of... undue influence.” Harper v. Harper,274 Ga. 542 , 544 (1) (554 SE2d 454 ) (2001). Undue influence sufficient to invalidate a will “must amount to deception or force and coercion that operates on the testatrix when she is executing her will so that [she] is deprived of free agency and the will of another is substituted for [hers].” (Footnote omitted.) Smith v. Liney,280 Ga. 600 , 601 (631 SE2d 648 ) (2006). “Evidence showing only an opportunity to influence and a substantial benefit under the will does not show the exercise of undue influence. [Cit.]” Holland v. Holland,277 Ga. 792 , 793 (2) (596 SE2d 123 ) (2004).
Lipscomb v. Young,
The uncontroverted evidence established that it was Newton, not appellee, who lived with testator, although appellee phoned her every day and visited her several times each week after he reconciled his differences with testator upon learning of her illness. Regarding the June 2004 will, appellee drove testator to the attorney’s office but was not present when the will was executed. Other than contacting the attorney at testator’s direction, there is no evidence that appellee had any involvement in the decision to create the will or any input into its contents. The attorney who prepared the 2004 will had known testator for approximately 40 years and was the same attorney who drew up wills for her in 1984 and 1995. The terms of the 2004 will were substantially the same as those earlier wills and another one executed by the testator in 1980, in that each will left testator’s estate to appellee, who, as her son, was a natural object of her bounty. See
Holland v. Holland,
supra,
2. The record does not support appellants’ contention that an improper appellate standard was used by the trial court.
3. Contrary to appellants’ argument, the trial court’s footnote about testator leaving Newton a $50,000 Certificate of Deposit in her will was not a factual finding upon which its grant of summary judgment was based. See Division 1, supra. Moreover, the trial court’s statement was consistent with Item V in the will that “bonds, bank accounts, savings accounts and similar property .. . which are by their terms payable upon my death to another person shall be the sole property of that person.”
Judgment affirmed.
