Nancy Woodsv.Amber Stonecipher
Nancy Woods challenged her mother Charlotte Blalock’s 2010 will, alleging lack of testamentary capacity, duress, and undue influence. Woods also sought payment from the estate for a debt secured by property that she and Blalock had owned jointly with rights of survivorship. After a bench trial, the superior court upheld the will and ruled that the estate did not have to pay the debt. The Court of Appeals affirmed the will ruling because the evidence showed that Blalock understood the document, worked with the attorney who prepared it, and signed it without apparent coercion or undue influence. The court reversed the debt ruling. Georgia’s common-law exoneration doctrine generally permits an heir or devisee to seek satisfaction of a lien from the estate, and Blalock’s will expressly directed that debts be paid from the residuary estate rather than charged to a joint owner. The estate therefore had to bear the outstanding debt secured by the jointly held property.
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