Beverly Waller v. Brenda Evans

Case Number
M2008-00312-COA-R3-CV

In this appeal, we are asked to determine whether the decedent, Floyd Evans, Sr., possessed the requisite mental capacity to execute a power of attorney naming his brother as attorney-in-fact, which was subsequently used to change his life insurance and investment account beneficiary from his daughter to his wife. Additionally, we are asked to determine whether a confidential relationship existed between the decedent and his wife such that his wife exerted undue influence upon him in having his beneficiaries changed just prior to his death. We affirm the trial court, finding that the decedent possessed the requisite mental capacity and that the presumption of undue influence was rebutted through independent advice.

Authoring Judge
Judge Alan E. Highers
Originating Judge
Judge Randy Kennedy
Case Name
Beverly Waller v. Brenda Evans
Date Filed
Dissent or Concur
No
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