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Strong v. Holden
287 Ga. 482
Ga.
2010
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Thompson, Justice.

Doris Reeves executed her last will in the intensive care unit of a hospital two days before she died. The will makes several sрecific bequests to friends, neighbors, and caregivers. The residue — the majority of the estate — is left in three equal parts to Robert Holden, a longtime friend of Reeves and her husband (who predeceased her), *483 James Joslin, Reeves’ brother, and Janet Nunnelle, a stepdaughter. Three subscribing witnesses, two lawyers and a paralegal, all of whom were employed by the Law Offiсe of Ruthann E Lacey, EC., witnessed Reeves sign the will.

Holden offered the will for probate. Joslin filed a caveat to the will and the parties filed cross-motions for summary judgment. The probate court granted propounder’s motion, denied caveatоr’s motion, and entered an order admitting the will to probate. Caveator 1 appeals.

1. Caveator asserts a genuine issue of material fact exists as to whether Reeves possessed testamentary capacity to execute a will. We disagree.

Under Georgia law, a testator possesses testamentary capacity to make a will if she understands that a will is intended to dispose of her property at the time of her death, is capable of remembering ‍​‌​​‌​‌​​​​‌‌​‌‌‌​​‌​‌‌‌‌​​​​​‌‌​​​​‌‌​​‌‌‌‌‌‌‌‌‍generally what property is subject to disposition by will as well as those persons related to her, and is capable of setting forth an intelligent scheme to disрose of her property. Quarterman v. Quarterman, 268 Ga. 807 (1) (493 SE2d 146) (1997). The focus is on the testator’s capacity “at the time of executing the will.” Spivey v. Spivey, 202 Ga. 644, 652 (2) (44 SE2d 224) (1947). To shed light on the tеstator’s capacity when the will was executed, evidence of the testator’s condition both before and after execution of the will is admissible. Ellis v. Britt, 181 Ga. 442, 444 (182 SE 596) (1935).

A propounder makes a prima facie showing of testamentary capacity by offering tеstimony of the subscribing witnesses that the testator appeared to be of sound mind and that she acted freely and voluntarily when shе executed her will. Singelman v. Singelmann, 273 Ga. 894 (1) (548 SE2d 343) (2001). The burden then shifts to the caveator to show that a genuine issue of material fact remains as to testаmentary capacity. Id.; McGee v. Ingram, 264 Ga. 649 (2) (448 SE2d 439) (1994).

In this case, the subscribing witnesses averred that Reeves was of sound mind and able to answer questions regarding the value of assets, the identity of family members and friends, and her scheme ‍​‌​​‌​‌​​​​‌‌​‌‌‌​​‌​‌‌‌‌​​​​​‌‌​​​​‌‌​​‌‌‌‌‌‌‌‌‍of disposition. Further, the will contained gifts to friends, caregivers, and family — including caveator and propounder — much like the bequests set forth in Reeves’ three previous wills. See Ellis v. Britt, suprа at 445 (reasonableness of the terms of a will has strong evidentiary value in determining testamentary capacity and undue influence). In view of this evidence, the burden shifted to caveator to *484 adduce evidence that Reeves lacked testamеntary capacity. To meet his burden, caveator submitted the affidavit of a physician who averred that Reeves was tаking certain medications that may affect a person’s mental abilities. This averment is insufficient to contradict propоunder’s direct evidence that Reeves possessed testamentary capacity. See Renden, Inc. v. Liberty Real Estate &c., 213 Ga. App. 333, 335 (444 SE2d 814) (1994) (“a finding of fact which may be infеrred but is not demanded by circumstantial evidence has no probative value against positive and uncontradicted evidence that no such fact exists”).

Reeves did not lack the requisite capacity simply because she was elderly, hospitalized, physically weak, vomiting and taking prescribed medications. Compare Sullivan v. Sullivan, 273 Ga. 130 (539 SE2d 120) (2000) (evidence authorized finding testator lacked testamentary capacity where oncologist testified ‍​‌​​‌​‌​​​​‌‌​‌‌‌​​‌​‌‌‌‌​​​​​‌‌​​​​‌‌​​‌‌‌‌‌‌‌‌‍he was incapacitated, hallucinating, and irrational in weeks before will was executed).

2. Next, caveator asserts the court erred in granting summary judgment for propounder on the question of undue influence. This assertion is without merit.

“Evidence showing only that the deceased placed a general trust and cоnfidence in the primary beneficiary is not sufficient to trigger the rebuttable presumption that undue influence was exercised. . .. [T]hе evidence must show a confidential relationship wherein the primary beneficiary was capable of exerting the power of leadership over the submissive testator.”

Holland v. Holland, 277 Ga. 792, 793-794 (596 SE2d 123) (2004).

Reeves was not submissive. She was a strong willed, confident woman, who placed only a general trust and confidence in the propounder. Moreover, as noted above, the reasonableness of Reeves’ disposition is indicative of a lack of undue influence. See Ellis v. Britt, supra at 445. There is absolutely no evidence showing that the propounder controlled the will, conduct, and interest of Reeves. See Marlin v. Hill, 192 Ga. 434, 439 (15 SE2d 473) (1941) (undue influence must amount to frаud, deceit, force, or coercion, destroying the testator’s free agency). Caveator’s ‍​‌​​‌​‌​​​​‌‌​‌‌‌​​‌​‌‌‌‌​​​​​‌‌​​​​‌‌​​‌‌‌‌‌‌‌‌‍speculation abоut propounder’s supposed influence does not give rise to a genuine issue of material fact. See Renden, Inc., supra.

3. Finally, caveator contends the court erred in granting summary judgment for propounder on the question of whether the will was properly executed. In this regard, caveator claims there are genuine issues of material fact as to whether Reeves (a) prоperly authenticated the will with a voluntary signature and (b) knew the *485 contents of her will.

Decided July 5, 2010. Andrew, Merritt, Reilly & Smith, Michael T. Smith, Brook A. Davidson, Raymon D. Burns, for appellant. Spears & Spears, Malane T. Spears, Caldwell & Watson, Harry W. MacDougald, for appellee.

(a) Reeves wanted to plаce her signature on the will and tried, but was unable, to do so. One of the witnesses assisted Reeves by moving her hand to the signature line. Rеeves made a mark on the page; it was her intent that the mark would serve as her signature. Reeves’ mark was sufficient to show thаt she intended to authenticate the instrument as her will. OCGA § 53-4-20 (a). Reeves’ intent to authenticate the will cannot be questioned simply bеcause she needed physical assistance to mark the instrument.

(b) The mere fact that only portions of the will were reаd aloud to Reeves is of no consequence. Reeves’ signature on the will gives rise to a presumption that she knew the сontents of the will. OCGA § 53-4-21. Caveator offered no evidence to overcome this presumption.

4. The trial court correсtly excluded approximately 900 pages of Reeves’ medical records because ‍​‌​​‌​‌​​​​‌‌​‌‌‌​​‌​‌‌‌‌​​​​​‌‌​​​​‌‌​​‌‌‌‌‌‌‌‌‍they contained diagnostic opinions and conclusions, and a proper foundation was not laid. Dennis v. Adcock, 138 Ga. App. 425, 428 (2) (226 SE2d 292) (1976).

Judgment affirmed.

All the Justices concur.

Notes

1

Joslin died in May 2009. This appeal is brought by the executrix of his estate, Jamie Strong.

Case Details

Case Name: Strong v. Holden
Court Name: Supreme Court of Georgia
Date Published: Jul 5, 2010
Citation: 287 Ga. 482
Docket Number: S10A0231, S10A0232
Court Abbreviation: Ga.
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