DIANNA UPSON, APPELLANT,
v.
THE ESTATE OF HELEN E. CARVILLE, DECEASED, APPELLEE
AI-generated. These summaries, headnotes, and key points are machine-generated and may contain errors or omissions. Always verify against the full opinion text below. Not legal advice.
A daughter challenges the probate of her deceased mother's lost will, arguing the will was destroyed with intent to revoke it. The appellate court affirmed the trial court's decision to establish and probate the lost will, finding sufficient evidence to overcome the presumption of revocation.
The court held that sufficient evidence existed to overcome the presumption of revocation. The missing metal box containing the will, combined with the decedent's meticulous nature and clear intent to die testate, distinguished this case from precedent. The trial court properly required the appellant to proceed with burden of proof, as the appellant waived procedural objections by failing to move for directed verdict.
[1] A presumption that a testator destroyed a will with intent to revoke arises when a properly executed will retained by the testator cannot be found at death, absent eviden…
[2] The disappearance of a testator's entire box of important papers, including a will, may constitute sufficient evidence to overcome the presumption of revocation.
Previewing 2 of 3 headnotes on this case. FLexlaw’s editorially structured points of law — every proposition, pinpointed — are reserved for members.
Join FLexlaw to unlock all legal intelligence“In Florida there is a presumption that if a properly executed will which is retained by the testator cannot be found at death, in the absence of the evidence to the contrary, there is a presumption that the will was destroyed by the testator with the intention to revoke it.”
Establishes the foundational presumption in Florida law regarding lost wills retained by testator
Previewing 1 of 3 key quotes on this case — the court’s exact language, pinpointed for members.
Join FLexlaw to unlock all legal intelligenceHelen E. Carville executed a will in 1965 leaving her estate in trust to her two grandchildren. The executed will could not be found after her death, …
The full statement of facts, procedural history, and disposition for this case are member content.
Join FLexlaw to unlock all legal intelligence© FLexlaw, Inc. — AI-generated enrichments are proprietary. All rights reserved.
Explore caselaw by topic → Browse Presumption Of Revocation cases and more on FLexlaw
PER CURIAM.
Dianna Upson, daughter of the decedent Helen E. Carville, appeals the order of the trial court granting a petition to establish and probate a lost will and denying a counter-petition to appoint appellant the sole surviving heir. We affirm.
The record reveals that Helen E. Carville executed a will in 1965 leaving her estate in trust to her two grandchildren. Her attorney had retained an unexecuted carbon copy of the will and, when the executed copy which had been retained by Carville could not be found, he filed a petition to establish and probate the lost will. Appellant filed an objection to the petition and a counter-petition to have herself named the sole surviving heir.
The evidence revealed that Carville was meticulous about her affairs, keeping all of her important papers, including her will, in a metal box in her office-sewing room and maintaining a ledger to record every expenditure. The metal box was seen in her possession a week or two before her death; but after her death, it could not be found. There was testimony that Carville had talked with friends about making a new will or having done so, but no one had seen that will or had heard her say she had executed it.
Furthermore, although the testimony was that her proposed new will would provide for a great grandchild and provide for a later distribution of the corpus of the trust to her grandchildren and that her feelings toward appellant had softened during the last two months of her life, there was no testimony that Carville ever expressed any intent to leave her estate to appellant. There was clear evidence that she desired to die testate.
In Florida there is a presumption that if a properly executed will which is retained by the testator cannot be found at death, in the absence of the evidence to the contrary, there is a presumption that the will was destroyed by the testator with the intention to revoke it. In re Washington’s Estate, 56 So. 2d 545 (Fla.1952). We believe that there was evidence to the contrary sufficient to overcome the presumption.
Appellant relies on In re Estate of Baird, 343 So. 2d 41 (Fla. 4th DCA 1977), where the court held that the evidence did not overcome the presumption even though the decedent’s apartment had been accessible to others and was in disarray and the decedent had expressed warm feelings for those who would have taken under the will but would receive nothing otherwise. We think Baird is distinguishable. In that case, though the apartment was in disarray, the box where the decedent had kept his important papers was intact. Here, it was not simply that the will was missing from the box of important papers; the box itself was missing. In Baird, the court noted that if people with an adverse interest had had an opportunity to destroy the will, the presumption might have been overcome, but the only person who had adverse interest was hundreds of miles away. Here, the person with the adverse interest lived in the same vicinity as did Carville.
Appellant also challenges the procedural propriety of the hearing below, urging that it was improper for the trial court to require her to go forward with the burden of proof once the execution and contents of the lost will were established by appellee. Appellant waived this point by failing to move for a directed verdict before presenting her evidence.
Accordingly, the decision of the trial court granting the petition to establish and probate a lost will and denying the counter-petition is AFFIRMED.
MILLS, Acting C. J., ERVIN, J. and MASON, ERNEST E., Associate Judge, concur.
Cases With Similar Vibessemantic neighbors from the corpus
Citator
Cited By
-
Lonergan v. Est. OF Ethel L. Budahazi, 669 So. 2d 1062 (Fla. 5th DCA 1996)…(1948); Walton v. Estate of Walton, 601 So. 2d 1266 (Fla. 3d DCA 1992), rev. denied, 617 So. 2d 319 (Fla.1993); In re: [*1064] Estate of Parson, 416 So. 2d 513 (Fla. 4th DCA 1982), rev. denied, 426 So. 2d 27 (Fla.1983); Upson v. Estate of Carville, 369 So. 2d 113 (Fla. 1st DCA 1979). The proponent of admitting such a lost will to probate has the burden of introducing competent substantial evidence in order to overcome this presumption. In re: Estate of Sangenito, 631 So. 2d 1125 (Fla. 4th DCA 1994); Schultz…
-
In the Estate OF Arlethia Parson v. Hendley, 416 So. 2d 513 (Fla. 4th DCA 1982)…ng it. Schaefer v. Voyle, 88 Fla. 170, 102 So. 7 (1924); Stewart v. Johnson, 142 Fla. 425, 194 So. 869 (1940); In re Evers’ Estate, 160 Fla. 225, 34 So. 2d 561 (1948); In re Washington’s Estate, 56 So. 2d 545 (Fla.1952); Upson v. Estate of Carville, 369 So. 2d 113 (Fla. 1st DCA 1979). The presumption may only be overcome by competent and substantial evidence, the lack of which requires a finding of revocation. In re Estate of Baird, 343 So. 2d 41 (Fla. 4th DCA 1977). (Proof of nonrevocation in a proceeding to…
-
Dorothy Walton & Rodger Walton v. The Est. OF Mary E. Walton, 601 So. 2d 1266 (Fla. 3d DCA 1992)…ce. Further, the existence of persons with an adverse interest in destroying a will who have an opportunity to do so, may serve to rebut the presumption that the will has been revoked. Estate of Parson, 416 So. 2d at 515; Upson v. Carville’s Estate, 369 So. 2d 113, 114 (Fla. 1st DCA 1979) (presumption that lost or destroyed will has been revoked is overcome when person with adverse interest in will had opportunity to destroy the will and lived in same vicinity as decedent); In re Baird’s Estate, 343 So. 2d at…
Previewing 3 of 5 citing cases — full citator treatment, depth of discussion, and citing context are member features.
Join FLexlaw to unlock all legal intelligenceAuthorities Cited
- In re Washington's Estate, 56 So.2d 545 (Fla. 1952)
- Frazier v. State, 343 So. 2d 41 (Fla. 1st DCA 1976)