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NO. COA02-472
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NORTH CAROLINA COURT OF APPEALS
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Filed: 4 March 2003
In the Matter of the Will of MARY O. McDONALD, Deceased.
Appeal by propounder from judgment entered 1 June 2001 and
order entered 28 June 2001 by Judge Melzer A. Morgan, Jr., in Moore
County Superior Court. Heard in the Court of Appeals 29 January
2003.
Katherine E. Jean for propounder-appellant.
West & Smith, LLP, by Stanley W. West, for caveator-appellee.
MARTIN, Judge.
Mary O. Quill McDonald died 23 February 1999. On 17 March
1999, Vickie S. Calcutt presented for probate a paper writing
purporting to be McDonald's Last Will and Testament. The paper
writing named Calcutt as primary beneficiary. On 9 August 2000,
McDonald's son, James C. McDonald, filed a caveat to the will,
alleging the execution of the will was obtained through duress and
undue influence.
The evidence tended to show that McDonald had two children,
Mary Louise McDonald and James McDonald, the caveator in this
action. McDonald's husband and father of her children died in
1989. At the time, and at all relevant times, caveator lived in
Asheville and had limited contact with his mother, who resided in
Southern Pines. In 1995, after living away from her mother for
several years, Mary Louise moved back to Southern Pines to live
with McDonald, who was then approximately 84 years old. Variousrelatives and friends testified McDonald became totally reliant
and dependent upon Mary Louise, and that McDonald would do as Mary
Louise directed. In July of 1997, Mary Louise became ill and died
suddenly. Lilla Williams, McDonald's niece, testified McDonald was
devastated by Mary Louise's death. Jean Cameron, a relative and
close friend of McDonald's who had been around her on a weekly
basis for some 40 years, testified Mary Louise's death came as a
shock to McDonald, who was then 86 years old. McDonald moved into
Cameron's home for a short time after the death.
Cameron testified that despite having known McDonald virtually
all her life, she had never heard propounder's name until just
prior to Mary Louise's death. McDonald's next door neighbor, who
was generally aware of any visitors to McDonald's house, testified
he had never seen propounder until Mary Louise's funeral. Lilla
Williams testified that prior to Mary Louise moving back to
Southern Pines, propounder was not at all significant in McDonald's
life, and in fact, McDonald didn't care for [propounder] or her
family. Linda Laverdure and Agnes Davis, nieces of McDonald, both
testified they were around McDonald often for many years, and that
McDonald did not associate with propounder until Mary Louise
returned to Southern Pines. Davis testified propounder only became
very involved in McDonald's life following Mary Louise's death.
Cameron testified that in the weeks following Mary Louise's
death, and about the time she first noticed propounder's
involvement with McDonald, she observed a definite change in
McDonald's personality. Whereas McDonald had typically beenfeisty and formed her own opinions, she was now very submissive
to any suggestions or planning. Cameron noticed propounder was
constantly directing [McDonald] what to do, was very much in
charge, and that McDonald was very submissive to everything
propounder instructed. Cameron also observed that in order to
direct McDonald what to do, propounder repeatedly and continually
told McDonald this is what Mary Louise would have done or this
is what Mary Louise would have liked for you to do. Cameron
testified these statements always had a significant impact on
McDonald, who would then completely and uncharacteristically submit
to whatever propounder had suggested as being Mary Louise's desire.
Cameron's testimony was corroborated by several other
witnesses close to McDonald. Laverdure testified that after Mary
Louise's death, propounder stepped into Mary Louise's role of
directing McDonald and making decisions for her. Williams also
observed propounder several times directing McDonald what to do
by stating it was what Mary Louise would have wanted, and that
propounder told McDonald that Mary Louise had given her specific
instructions to look after McDonald should Mary Louise die, but
that she could only look after her if [McDonald] gave her the
means to do it.
In addition, Cameron testified that during the weeks after
Mary Louise's death, McDonald was taking several medications and
was easily confused by what she needed to take and when, such that
Cameron was required to monitor her. Cameron further testified she
tried to explain to McDonald how to use household items such as themicrowave, but McDonald was incapable of understanding. Cameron
had to assist McDonald with such things as bathing. Also during
this time, Cameron routinely drove McDonald to her own home to pick
up her mail, and propounder would accompany them. Cameron
testified that while in McDonald's house, she observed propounder
going through papers which Cameron believed to be Mary Louise's
financial documents.
Caveator also presented the testimony of Mike Haney, a
financial consultant who performed services for McDonald. Haney
testified McDonald contacted him shortly after Mary Louise's death
in July 1997. McDonald requested that Haney take her to see Robert
Page, an attorney. Haney did so, and the three briefly discussed
the drafting of a will for McDonald. Haney testified that in
discussing potential beneficiaries, the only name McDonald
mentioned was Norman Paschal, a blood nephew who resided in Atlanta
and had assisted in caring for McDonald's older sister. According
to Cameron, Paschal was the first person McDonald wished to contact
after Mary Louise's death. Propounder's name was never mentioned
in that meeting.
After that meeting, Haney testified McDonald requested that he
come to her house on a weekly basis to assist her. Throughout this
time, Haney observed about McDonald a dependency on someone to
point the direction specifically and stated he believed he could
have persuaded her or pushed her in making decisions had he so
desired. On one such meeting at McDonald's house, Haney met
propounder. Haney testified that when he was leaving that day,propounder followed him out to his car and told him it was obvious
McDonald trusted him, and that [w]e really don't need this nephew
in Atlanta involved in this. We're a family up here; we can take
care of it. Haney was taken aback by propounder's statements, and
did not respond.
McDonald also sought financial services from Blanchard
Granville following Mary Louise's death. Granville met with
McDonald several times regarding her financial investments.
Granville testified propounder was present for all his meetings
with McDonald, including those at which the beneficiary
designations on McDonald's investments were changed from Mary
Louise to propounder. Granville testified propounder did most of
the talking during these meetings, and that McDonald was very,
very quiet and obviously depressed.
In mid-September 1997, roughly two months after Mary Louise's
death and one month prior to execution of the will, McDonald moved
from Cameron's home to a retirement home. Cameron testified she
visited McDonald in her room one evening shortly after the move.
When Cameron returned home that evening, she received a telephone
call from propounder, who told her McDonald had complained about
Cameron's visit. Cameron was surprised, because McDonald never
gave any indication she was not welcome to visit and McDonald was
pleasant for the duration of the visit. As a result, Cameron did
not visit McDonald in the retirement home until some time later
upon receiving a telephone call from a relative of McDonald's
asking her why she had not been visiting McDonald. Cameron relayedwhat propounder had told her, but the relative dismissed it as
untrue. When Cameron visited McDonald shortly thereafter, McDonald
was equally perplexed as to why Cameron had not been visiting.
Williams testified that shortly after McDonald's move into the
retirement home, McDonald complained to her that she was not able
to place long-distance telephone calls from the telephone in her
room. Propounder suggested it was likely a problem with the
telephone itself, but when Williams tested another telephone in
McDonald's room, she could not make a long-distance call. Larry
Furr, a telephone company representative, testified McDonald's
telephone number was registered to McDonald, care of propounder,
and that when the telephone service was established in September
1997, a block was placed on the telephone that would prohibit any
long-distance calls from being made from that telephone. Furr
testified such a block would have had to have been specifically
requested, because there was an additional monthly charge for the
block. Furr also testified the monthly bills for McDonald's
telephone were mailed to propounder.
Sometime in September 1997, just prior to execution of
McDonald's will, propounder announced she was ceasing her child
care business effective the end of October 1997. Williams
testified propounder told her she had sold some trucks from a
trucking business she owned and had enough money that she would no
longer need to work. Propounder also testified in her deposition
that the sale of some trucks was the reason she no longer needed to
work. Propounder later retracted that statement and subsequentlytestified the real reason she no longer needed to work was because
of a secret agreement she had to provide trucking services to the
United States government, and that the government paid her $160,000
in cash at the end of 1997. Propounder testified she had no
documentation to prove the existence of any such agreement.
In October 1997, propounder brought McDonald to Haney's office
because they believed McDonald's will had been drafted. Haney, in
propounder's presence, offered to go over the will with McDonald.
After that offer, Haney did not hear from McDonald again, which he
considered unusual, since she had always contacted him on a weekly
basis. When Haney contacted McDonald, her tone was completely
different and she stated she would not be needing his help.
McDonald never contacted Haney again, and when he saw her in
public, McDonald, who was always with propounder, was very cold.
Williams testified propounder told her Haney had tried to embezzle
money from McDonald, that he should no longer have any contact
whatsoever with McDonald, and that she was going to make certain
Haney would not be permitted entry into McDonald's retirement home.
Haney denied any wrongdoing.
On 20 October 1997 McDonald executed a will purporting to
leave the bulk of her substantial estate to propounder, with the
exception of three $5,000 charitable bequests and $5,000 for
McDonald's neighbor. Propounder presented the testimony of Robert
Page, the attorney who drafted McDonald's will. Page testified
that during his meetings with McDonald regarding the will, her
emotional state appeared to be very good, and that she was incontrol of herself mentally. Page testified McDonald already had
a holographic will. That will was executed in 1973, and directed
that her estate be given to her husband, or if he was not living,
to Mary Louise, with the exception of $1,000 to be given to
caveator. Page further testified that throughout the process of
drafting McDonald's will, he did not know who propounder was, and
that the person who brought McDonald to his office generally stayed
in the reception area and was not a part of his discussions with
McDonald. Page also testified that during the actual execution of
the will, he believed the only people present in the room were
himself, McDonald, and two of his staff people who functioned as
witnesses. Page testified it was his opinion McDonald was of sound
mind when executing the will and that she did so without constraint
or undue influence.
In December 1997, shortly after propounder stopped working,
she began writing checks for $10,000 on McDonald's account to
herself and each of her family members; she had McDonald sign the
checks. Again in January 1998, propounder wrote out $30,000 in
checks signed by McDonald transferring McDonald's money to
propounder's family, in addition to a check for $21,800 for the
purchase of a vehicle in propounder's name. Propounder again wrote
out checks to her family members totaling $30,000 in January 1999
and had McDonald sign them. Propounder testified McDonald did this
at the direction of attorney Page to reduce her estate for tax
purposes. Additionally, propounder began writing checks to cash
from McDonald's account in October 1997 and every month thereafterin the amount of $1,600. Propounder testified the money was going
to Williams to put in a trust fund for her grandchildren. Williams
testified she had never heard of any such trust and received no
checks from McDonald or propounder.
McDonald died on 23 February 1999. Williams testified that
when she saw a copy of McDonald's will following her death, she
called propounder because she wanted to know the truth about the
will. Williams testified propounder and her husband thereafter
came to Williams' house and confronted her. When Williams asked
about caveator, propounder threaten[ed] her and stated that if
she caused any problems with the will, propounder would create
problems for Williams. Williams testified propounder stood in
front of her in a threatening manner with her hands on her hips,
stating she knew the ropes, and Williams had better stay out of
it.
Additionally, several witnesses testified propounder had a
general reputation for untruthfulness. Davis testified propounder
told her after Mary Louise's death that she had contacted caveator,
and he had expressed that he did not want any part of anything.
Williams also testified that after Mary Louise's death, propounder
told her she had traveled to Asheville to visit caveator, and that
he stated he didn't want any part of [McDonald]. After
McDonald's death, propounder again told Williams she had spoken to
caveator and he had expressed wanting nothing to do with his mother
and that there was no need in trying to get in touch with him.
Caveator testified in his deposition that he had not even heard ofpropounder until he visited Moore County in July 2000 and was
informed by Cameron, Davis, Williams and Laverdure that propounder
had received the bulk of his mother's estate. Caveator testified
all four women were surprised to discover he had never been
informed of the deaths of his sister and mother because they had
all been led to believe propounder had contacted him.
Propounder's motion for a directed verdict at the close of
caveator's evidence was denied. The jury returned a verdict,
finding McDonald's will was procured through undue influence and
was not her true will. The trial court entered judgment on the
verdict, ordering that the will have no legal effect. Propounder's
motions for judgment notwithstanding the verdict and a new trial
were denied. Propounder appeals.
____________________________
Propounder brings forth sixteen assignments of error
contained within six arguments. Propounder first argues the trial
court erred in denying her motions for directed verdict, judgment
notwithstanding the verdict and a new trial because the evidence
was insufficient to sustain the verdict. Our standard of review
for the denial of a motion for directed verdict and judgment
notwithstanding the verdict is the same, that is, whether the
evidence was sufficient to submit the issue to the jury. Alexander
v. Alexander, 152 N.C. App. 169, 170-71, 567 S.E.2d 211, 213
(2002). The standard is high for the moving party as the motion
should be denied if there is more than a scintilla of evidence to
support the [non-movant's] prima facie case. Id. Further, thenon-movant's evidence must be taken as true, with all
contradictions, conflicts, and inconsistencies resolved in the non-
movant's favor, giving him the benefit of every reasonable
inference. Id. The standard of review for the denial of a new
trial motion based on insufficiency of the evidence is simply
whether the record affirmatively demonstrates an abuse of
discretion by the trial court in doing so. In re Will of Buck,
350 N.C. 621, 629, 516 S.E.2d 858, 863 (1999).
Undue influence is the 'fraudulent influence over the mind
and will of another to the extent that the professed action is not
freely done but is in truth the act of the one who procures the
result.' In re Estate of Whitaker v. Holyfield, 144 N.C. App.
295, 300, 547 S.E.2d 853, 857-58 (citations omitted), disc. review
denied, 354 N.C. 218, 555 S.E.2d 278 (2001). In order to state a
prima facie case on the issue of undue influence, a caveator must
prove the existence of four factors: '(1) a person who is subject
to influence; (2) an opportunity to exert influence; (3) a
disposition to exert influence; and (4) a result indicating undue
influence.' In re Will of Campbell, __ N.C. App. __, __, 573
S.E.2d 550, 560 (2002) (citation omitted).
Our Supreme Court has identified seven factors probative on
the issue of undue influence: (1) old age and physical and mental
weakness of the person executing the will; (2) the person executing
the will is in the home of the beneficiary and subject to the
beneficiary's constant association and supervision; (3) others have
little or no opportunity to see her; (4) the will is different fromand revokes a prior will; (5) the beneficiary is not a blood
relative; (6) the will disinherits the natural objects of her
bounty; and (7) the beneficiary procured the will's execution. Id.
at __, 573 S.E.2d at 561. However, the list is not exhaustive, and
the Supreme Court has recognized the impossibility of setting
forth all the various combinations of factors which make out a case
of undue influence. In re Will of Fields, 75 N.C. App. 649, 651,
331 S.E.2d 193, 194 (1985).
Moreover, due to the difficulty in proving the existence of
undue influence, our courts have recognized it must usually be
proved by evidence of a combination of surrounding facts,
circumstances and inferences from which a jury could find that the
person's act was not the product of his own free and unconstrained
will, but instead was the result of an overpowering influence over
him by another. Campbell, __ N.C. App. at __, 573 S.E.2d at 560.
Direct proof of undue influence is not necessary and is rarely
available; circumstantial evidence may be considered . . . . In
fact, '[t]he more adroit and cunning the person exercising the
influence, the more difficult it is to detect the badges of undue
influence and to prove that it existed.' In re Will of Everhart,
88 N.C. App. 572, 574, 364 S.E.2d 173, 174 (citations omitted),
disc. review denied, 322 N.C. 112, 367 S.E.2d 910 (1988).
Accordingly, each surrounding fact and circumstance, though
standing alone may have little import, when taken together may
permit an inference that the testatrix's wishes and free will had
been overcome by another. In re Will of Sechrest, 140 N.C. App.464, 469, 537 S.E.2d 511, 515 (2000), disc. review denied, 353 N.C.
375, 547 S.E.2d 16 (2001).
In the present case, propounder relies heavily on the seven
relevant factors set forth by our Supreme Court, arguing there was
no evidence McDonald suffered from any mental weakness; that
McDonald did not live with propounder and interacted with other
family and friends; that the primary beneficiaries of McDonald's
prior will were deceased; that caveator was not the natural object
of McDonald's bounty because of their estranged relationship; and
that there was no evidence propounder procured the will's
execution, and indeed, Page's testimony established McDonald was of
sound mind during execution of her will, and that propounder was
not present or otherwise involved with Page.
However, as to the seven factors, caveator's evidence, taken
as true, established McDonald was a few days shy of being 87 years
old at the time she executed the will; that McDonald had
experienced some mental weakness, as established by Cameron's
testimony that she became easily confused by her medications and
was incapable of understanding basic tasks such as operating a
microwave; that McDonald was physically weak, as established by
Cameron's testimony that she had to assist McDonald with activities
such as bathing, that McDonald could no longer drive, and that she
moved to an assisted living home where she could receive constant
care; that propounder was wholly involved in McDonald's affairs and
attempted to limit McDonald's contact with others, and
particularly, caveator; that the will was different from McDonald's1973 will inasmuch as that will purported to leave McDonald's
estate to her immediate family, including a certain amount to
caveator, whereas her 1997 will was made in favor of propounder,
who was of no blood relation to McDonald and had only been involved
in McDonald's life for 2 of her 87 years at most; and that the 1997
will disinherited McDonald's only living child, as well as various
other blood relatives, including Norman Paschal, whom McDonald had
originally considered as an appropriate beneficiary.
Moreover, as to the factor of propounder having procured the
will's execution in her favor, caveator presented evidence which
although circumstantial, when taken together and as true,
established a pattern of manipulation and deceit by propounder in
an effort to isolate McDonald from others and influence her to name
propounder beneficiary of her estate. The evidence established
that propounder, who was theretofore insignificant in McDonald's
life, became exceedingly involved in her affairs following Mary
Louise's death, an event which devastated McDonald and caused a
dramatic change in her personality; that McDonald was
uncharacteristically submissive to propounder because she told
McDonald Mary Louise had asked her to take care of McDonald, and
McDonald always wanted to please Mary Louise; that propounder told
McDonald she could only look after her if McDonald gave her the
money to do so; that propounder repeatedly directed McDonald what
to do by stating it was what Mary Louise wanted, which statements
had a significant impact on McDonald; that it was apparent in
meetings with Haney regarding McDonald's will and finances thatMcDonald was easily swayed and depended on someone else to direct
her; that when propounder discovered McDonald had suggested her
blood nephew as a beneficiary of her estate, propounder solicited
Haney's assistance in changing McDonald's mind and ensuring Paschal
would not be involved with the will; that propounder became
exceedingly involved in McDonald's life, constantly driving
McDonald places and assisting her in all areas, including moving
her into the retirement home and handling her bills; that
propounder also became involved in McDonald's financial affairs,
going through Mary Louise's financial documents and actively
leading all meetings with McDonald's investment planner while
McDonald simply sat quietly; that these meetings resulted in
propounder being named beneficiary of McDonald's investments; that
just prior to execution of the will, propounder announced her
retirement, and thereafter gave conflicting reasons as to why she
was able to retire; that a few weeks after her retirement and
execution of the will, propounder wrote several substantial checks
to herself and her family from McDonald's account which she had
McDonald sign; and that propounder lied about monthly checks she
wrote to cash out of McDonald's account within days of being
named beneficiary of the will.
The evidence further permitted reasonable inferences that
propounder sought to and did prevent McDonald from contacting
Norman Paschal or caveator by blocking McDonald from making long-
distance telephone calls; that propounder sought to and did limit
McDonald's contact with others, as evidenced through her lies toCameron that McDonald did not want her to visit, and regarding
Haney's embezzlement of McDonald's money after he offered to
explain the will to McDonald and refused to assist propounder in
ensuring Paschal would not be involved with the will; that
propounder lied to several of McDonald's family and close friends,
and inferentially, to McDonald herself about having contacted
caveator after both Mary Louise's and McDonald's deaths, relaying
that caveator did not want anything to do with his family and did
not wish to be contacted; and that propounder threatened Williams,
McDonald's niece, and ordered her to stay out of it when Williams
asked about caveator after seeing a copy of the will.
We hold such evidence, when viewed under the appropriate
standard, constituted more than a scintilla of evidence from which
the jury could reasonably find the existence of the four elements
of undue influence: (1) that McDonald, in the weeks following Mary
Louise's death and leading up to the execution of the will, was a
person who was subject to influence; (2) that propounder, who
suddenly became wholly involved in McDonald's affairs, had an
opportunity to exert influence over McDonald; (3) that propounder,
who, among other things, directly solicited Haney's assistance in
persuading McDonald not to involve Paschal with the will, had a
disposition to exert influence; and (4) the result indicates the
presence of undue influence.
Although propounder presented some evidence which conflicts
with caveator's, such as Page's testimony that McDonald appeared to
be of a strong and independent mental state, any suchinconsistencies must be resolved in favor of the non-movant in
ruling upon the motions. Though the fact propounder was not,
according to Page, present during the negotiation and execution of
the will is a factor favorable to propounder, we disagree that this
factor was sufficient grounds on which to take the issue from the
jury, in light of caveator's substantial evidence of the
circumstances leading up to the execution of the will.
Finally, in light of all of the evidence, we discern no abuse
of discretion in the trial court's denial of propounder's motion
for a new trial. Accordingly, these assignments of error are
overruled.
Propounder next argues the trial court erred in denying her
motion in limine and admitting evidence regarding the sale of her
trucking business, asserting such evidence was wholly irrelevant
and impermissibly admitted to establish her character for
untruthfulness. The trial court specifically found information
regarding the sale of propounder's trucking business was relevant
and that its probative value would not be outweighed by the danger
of unfair prejudice. A trial court's determination of
admissibility and whether the probative value of evidence outweighs
its potential prejudice is within its sound discretion. Allen v.
Roberts Constr. Co., 138 N.C. App. 557, 532 S.E.2d 534, disc.
review denied, 353 N.C. 261, 546 S.E.2d 90 (2000). Likewise, the
denial of a motion in limine will not be reversed absent an abuse
of discretion. Nunnery v. Baucom, 135 N.C. App. 556, 521 S.E.2d479 (1999).
We discern no abuse of discretion in the trial court's
determination of relevancy and admissibility given that propounder
told other witnesses and testified in her deposition that the sale
of her trucking business was the reason she announced her
retirement days prior to execution of the will. Caveator sought to
prove this reason as untruthful to establish a pattern of deceit
surrounding the will, and to show propounder knew she was to be
named the primary beneficiary and was motivated to conceal this
fact from others who might raise questions about her retirement and
the will. Although, by itself, evidence of the sale of the
trucking business may not have been wholly significant, given the
wide range of evidence to be considered in cases of undue
influence, the evidence was probative when viewed in conjunction
with the totality of the circumstances. See, e.g., In re Will of
Thompson, 248 N.C. 588, 593, 104 S.E.2d 280, 284 (1958) (regarding
undue influence, '[w]e cannot judge of the importance of the bit
of mosaic being laid at the time or the part of the pattern being
woven except in connection with the whole design.' (citation
omitted)).
Propounder argues that the evidence admitted went beyond
evidence of the sale of the trucking business, and addressed issues
regarding the way in which propounder conducted that business
solely to prove her character for untruthfulness. However, we
reject her argument. Even if admitted in error, this evidence was
not prejudicial in light of other evidence of instances ofpropounder's untruthfulness, and the testimony of several witnesses
as to her general reputation in the community as untrustworthy.
Next, propounder argues the trial court erred in instructing
the jury that it could consider, in determining the existence of
undue influence, whether: (1) McDonald was subjected to
misrepresentations regarding the wishes of her natural children;
(2) propounder obtained other transfers of property from McDonald;
and (3) propounder was disposed to exert undue influence.
Propounder argues none of these instructions was supported by the
evidence.
A trial court may instruct the jury as to claims or defenses
that are supported by the evidence when viewed in the light most
favorable to the proponent of the instruction. Hill v. McCall, 148
N.C. App. 698, 559 S.E.2d 265 (2002). We hold each instruction in
the present case was amply supported by the evidence and was
relevant to the issue of undue influence.
As to the court's instruction that the jury could consider
whether McDonald was subjected to misrepresentations about the
wishes of her children, caveator presented substantial evidence
showing propounder consistently controlled McDonald by representing
that she knew what Mary Louise would like for McDonald to be doing
and that Mary Louise specifically requested that propounder care
for McDonald. Moreover, caveator presented evidence from several
witnesses that propounder lied about having contacted caveator
after the death of Mary Louise and represented to others thatcaveator wanted nothing to do with his family and did not wish to
be contacted.
As to the instruction regarding propounder having obtained
other transfers of property from McDonald, the evidence established
propounder wrote herself checks from McDonald's account and had
McDonald sign the checks, including a check for $21,800 for the
purchase of a vehicle in propounder's name. Moreover, the evidence
also established propounder regularly wrote checks to cash from
McDonald's account, stating the money was being used for a trust
fund for Williams' grandchildren, of which Williams denied any
knowledge. Propounder argues this evidence simply indicates
McDonald was following Page's advice to make inter vivos gifts to
propounder; however it was for the jury to determine what the
evidence indicated. The fact remains there existed evidence that
propounder obtained transfers of property from McDonald, and the
instruction was therefore warranted.
Finally, there existed ample evidence, as detailed in Part I
of this opinion, of propounder's disposition to exert undue
influence over McDonald. Accordingly, the trial court did not err
in instructing the jury as to these issues, and these assignments
of error are therefore overruled.
IV.
Propounder next maintains the trial court erred in permitting
Haney to testify as to his opinion that he could have swayed
McDonald in making decisions had he so desired. Propounder argues
caveator failed to present a sufficient foundation by showing thestatement was rationally based on Haney's perceptions. We
disagree. Under G.S. § 8C-1, Rule 701, a lay witness may testify
regarding an opinion or inference which is both rationally based
on the perception of the witness and helpful to a clear
understanding of his testimony or the determination of a fact in
issue. N.C. Gen. Stat. § 8C-1, Rule 701 (2002).
In this case, the testimony at issue was rationally based on
Haney's perception of McDonald over the course of many dealings
with her, and was also helpful to a determination of a fact in
issue, whether McDonald was susceptible to influence in the time
leading up to the execution of her will. In any event, not only
was there ample testimony from other witnesses about McDonald's
susceptibility to influence, but propounder's counsel later yielded
essentially the same statement from Haney on cross-examination,
thereby precluding objection from propounder and rendering any
error harmless. See, e.g., Brooks v. Wal-Mart Stores, Inc., 139
N.C. App. 637, 535 S.E.2d 55 (2000), disc. review denied, 353 N.C.
370, 547 S.E.2d 2 (2001).
V.
Finally, propounder argues the trial court committed
reversible error in denying her motion for attorney's fees and
costs because the court was first required to enter findings of
fact on whether propounder's position, although unsuccessful, was
supported by substantial merit. G.S. § 6-21 provides the requisite
statutory authority for a court to award fees and costs to either
party in a will caveat proceeding. N.C. Gen. Stat. § 6-21(2)(2002). The statute requires that prior to awarding attorney's
fees to the
caveator, the trial court must make a finding of fact
that the proceeding had substantial merit. N.C. Gen. Stat. § 6-
21(2). The statute does not, however, require the trial court make
any such findings in the case of a propounder. Propounder has not
cited any authority for her proposition that the trial court must
make such a finding before denying a propounder's motion, and we
decline to read this requirement into the plain language of G.S. §
6-21. A trial court's decision whether to award attorney's fees
and costs to a propounder under G.S. § 6-21 is within its sound
discretion.
In re Will of Ridge, 302 N.C. 375, 275 S.E.2d 424
(1981). No abuse of discretion is present here, given the jury's
verdict that the will was procured through propounder's exertion of
undue influence.
No error.
Judges HUDSON and STEELMAN concur.
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