X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

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 Danny Newton not a party to this appeal, who lived with testator for the last ten years of her life. Appellants asserted, inter alia, that the 2004 will was the product of undue influence and Newton petitioned the probate court to probate a document purporting to be testator’s 2000 will, under which Newton was left a life estate in testator’s realty and the remainder interest went to appellant Jason Lawson, along with certain other bequests. After a hearing, the probate court established the 2004 will as testator’s last will and testament and held the 2000 will to be revoked. Appellants and Newton then appealed to the superior court, which, after a hearing, granted appellee’s motion for summary judgment. Appellants filed this direct appeal. See OCGA § 5-6-35 a 1 exempting from application procedures any appeal from a superior court reviewing a decision of a probate court. 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 testator’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 , 284 Ga. 835, 836 672 SE2d 649 2009.

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, 277 Ga. at 793 2 presumption of undue influence arises where substantial beneficiary maintaining confidential relationship with testator “is not a natural object of the maker’s estate”. The attesting witnesses and testator’s attending physician testified as to testator’s testamentary capacity and the voluntariness of her execution of the will. Every witness who was questioned on the subject acknowledged testator’s strong will and mental soundness, stating, e.g., that she was mentally “sharp as a tack till she died” and that “it would be real hard to convince her to do something that she didn’t want to do.” The fact that testator may have previously executed a will providing for Newton and appellant Jason Lawson is of no consequence given that the will executed in June 2004 specifically revoked all prior wills, see Lipscomb v. Young , supra, 284 Ga. at 837, and testimony about testator’s declarations regarding her intent to provide for Newton are inadmissible to prove the exercise of undue influence. Id. declarations of a testator are not admissible to prove the actual fact of an improper influence by another. Moreover, the evidence was uncontroverted that testator had been estranged from appellant John Lawson for years. See Sims v. Sims , 265 Ga. 55, 56 452 SE2d 761 1995 testator’s choice of one relative rather than another as the favored beneficiary is an insufficient reason alone to deny probate to a will.

 
Reprints & Licensing
Mentioned in a Law.com story?

License our industry-leading legal content to extend your thought leadership and build your brand.

More From ALM

With this subscription you will receive unlimited access to high quality, online, on-demand premium content from well-respected faculty in the legal industry. This is perfect for attorneys licensed in multiple jurisdictions or for attorneys that have fulfilled their CLE requirement but need to access resourceful information for their practice areas.
View Now
Our Team Account subscription service is for legal teams of four or more attorneys. Each attorney is granted unlimited access to high quality, on-demand premium content from well-respected faculty in the legal industry along with administrative access to easily manage CLE for the entire team.
View Now
Gain access to some of the most knowledgeable and experienced attorneys with our 2 bundle options! Our Compliance bundles are curated by CLE Counselors and include current legal topics and challenges within the industry. Our second option allows you to build your bundle and strategically select the content that pertains to your needs. Both options are priced the same.
View Now
May 01, 2025
Atlanta, GA

The Daily Report is honoring those attorneys and judges who have made a remarkable difference in the legal profession.


Learn More
December 02, 2024 - December 03, 2024
Scottsdale, AZ

Join the industry's top owners, investors, developers, brokers and financiers for the real estate healthcare event of the year!


Learn More
December 11, 2024
Las Vegas, NV

This event shines a spotlight on how individuals and firms are changing the investment advisory industry where it matters most.


Learn More

Our client, a boutique litigation firm established by former BigLaw partners, is seeking to hire a junior-mid level associate their rapidly ...


Apply Now ›

Shipman & Goodwin LLP is seeking an associate to join our corporate and transactional practice. Candidates must have four to eight years...


Apply Now ›

SENIOR ASSOCIATE ATTORNEY, BOUTIQUE LAW FIRM, CORPORATE LAW We provide strategic advisory and legal services to the world's leading archite...


Apply Now ›