In Re Estate of John Faye Scott
CourtCourt of Appeals of Tennessee
Date FiledNovember 6, 2026
DocketM2025-01590-COA-R3-CV
JudgeChief Judge Frank G. Clement, Jr.
StatusPublished
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Full Opinion
11/06/2026
IN THE COURT OF APPEALS OF TENNESSEE
AT NASHVILLE
September 1, 2026 Session
IN RE ESTATE OF JOHN FAYE SCOTT1
Appeal from the Probate Court for Wilson County
No. 2023-PR-141 A. Ensley Hagan, Jr., Judge
No. M2025-01590-COA-R3-CV
This appeal arises from a will contest involving the estate of John Faye Scott (“Decedent”).
Shortly after his death, one of Decedent’s children, Jon Ryan Scott (“Appellant”),
petitioned to probate Decedent’s October 28, 2013 will. Eleven days later, Decedent’s
widow, Mary Katherine Robinson-Scott (hereinafter “Kathy Scott” or “Appellee”),
petitioned to probate Decedent’s September 10, 2021 will. The Wilson County Probate
Court admitted the 2021 will to probate. Appellant then filed a petition to contest the 2021
will based on testamentary capacity, duress, and undue influence. Appellee opposed the
petition, contending the 2021 will was valid. Following discovery, Appellee moved for
summary judgment on the issues raised by Appellant. Finding the material facts were not
disputed, the court ruled that Appellee was entitled to summary judgment because
Decedent had the requisite testamentary capacity at the time the will was executed and that
there was no proof to support the claims of undue influence and duress. Thus, the court
summarily dismissed the will contest. This appeal followed. We affirm.
Tenn. R. App. P. 3 Appeal as of Right; Judgment of the Probate Court Affirmed
FRANK G. CLEMENT, JR., C.J., delivered the opinion of the Court, in which ANDY D.
BENNETT and JEFFREY USMAN, JJ., joined.
B. Nathan Hunt and Marti N. Gibson, Clarksville, Tennessee, for the appellant, Jon Ryan
Scott.
Cathryn Armistead and Leah Harms, Lebanon, Tennessee, for the appellees, Estate of John
F. Scott and Estate of Mary Katherine Robinson-Scott.
1
The decedent’s middle name also appears as Fay throughout the record.
OPINION
FACTS AND PROCEDURAL HISTORY
Decedent died on January 15, 2023, at the age of 72. He was survived by Appellee,
his wife of ten years, and three adult children from prior marriages: Appellant, Michael
Chad Scott, and Amy DeBerry (“Ms. DeBerry”).
On October 28, 2013, approximately four months before marrying Appellee,
Decedent executed a will and financial and healthcare powers of attorney (“POA”) naming
Appellant as his executor and attorney-in-fact, with Ms. DeBerry as the successor, and
bequeathing his estate to his three children in equal shares.
Thereafter, Decedent began experiencing a decline in his memory and cognition. In
2018, neurocognitive testing revealed that Decedent had an IQ score of 57 and a diagnosis
of “level 6 – severe cognitive decline.” That year, Decedent changed his power of attorney
documents to name his wife, Kathy Scott, as his attorney-in-fact.
In 2020, Roswtha Ann Bose, Decedent’s ex-wife and mother of Appellant and
Michael Scott, filed a contempt petition alleging Decedent failed to comply with spousal
support obligations under their divorce decree. Attorney Kayla Costley (“Ms. Costley”)
represented Decedent in the dispute with his ex-wife. The matter was settled pursuant to
an agreed order in August 2021. While at Ms. Costley’s law office to settle the lawsuit
initiated by his ex-wife, Decedent requested a meeting with Ms. Costley for estate planning
purposes. An appointment was made for August 27, 2021.
As scheduled, Decedent met with Ms. Costley on August 27, 2021, to discuss his
estate plan, with only Decedent, Ms. Costley, and her paralegal in attendance. After
receiving legal advice from Ms. Costley, they agreed upon an estate plan and scheduled
September 10, 2021, for executing the will and powers of attorney. On September 10, 2021,
Decedent went to Ms. Costley’s office where he executed a new will and two powers of
attorney nominating Appellee as the personal representative of his estate and naming her
as his healthcare agent and attorney-in-fact, with her daughter as the successor fiduciary in
each of the documents. The will left Decedent’s entire estate to Kathy Scott, except for an
insurance policy that was evenly split between his three children after funeral expenses
were paid.
In the interim, Decedent’s condition was documented in his Veteran’s
Administration (“VA”) medical records as of August 2021, stating as follows:
Mr. Scott gave permission for his wife to be present during the encounter.
Reported ex-wife wanted backpay for spousal support, and they needed
documentation of neurocognitive disorder to help with legal process. The
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issue is now settled. Pt oriented to self, place and situation but not time. Stated
the year was 1969. Pt denied any concerns today.
His wife reported he continues to be irritable and have a decline in memory,
word-finding difficulty and is much slower to comprehend/process things he
says. He is additionally hearing impaired and refuses to wear hearing aids. He
was not wearing aids today, and appeared perplexed/frustrated when he could
not hear me or his wife.
The notes further state that Decedent was able to complete his Accomplishments of Daily
Living (“ADLs”), like bathing and feeding himself. However, Decedent was not able to
accomplish any iADLS, which are more complex life skills, with the exception of using
his phone. Decedent was otherwise completely dependent on his wife.
A social worker’s triage assessment dated September 1, 2021, noted that Kathy
Scott inquired about long-term care placement and stated that Decedent’s “dementia is
progressing faster than they had expected.”
The notes from Decedent’s visit to the VA on October 13, 2021, one month after
the new will was executed, state that, “[Decedent] is having difficulty walking down steps.
His wife has noticed increased confusion and decreased orientation: has a hard time
recognizing surroundings at home.”
On July 18, 2022, Decedent was admitted to a rehabilitation center in Lebanon,
Tennessee. Staff informed Appellant that Decedent needed to be placed in a memory care
unit approximately one week later.
Decedent entered a memory care unit in August 2022. Around this time, the
relationship between Appellant and Appellee deteriorated significantly.
Decedent died on January 15, 2023, while residing at the nursing home.
On March 20, 2023, Appellant petitioned the Wilson County Probate Court to
probate the 2013 will. On March 31, 2023, Appellee filed an intervening petition, seeking
to probate the 2021 will. In April 2023, the court entered an order admitting the 2021 will
to probate and appointing Appellee as executrix. Appellant filed this will contest, and the
court sustained the Appellant’s right to contest the probate of the 2021 will.
On April 9, 2025, Appellee moved for summary judgment in the will contest on all
three issues raised by Appellant. The motion was granted pursuant to an order entered on
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August 26, 2025. After finding that the material facts were not disputed,2 the court made
numerous findings that established the timeline of events and described how the
Decedent’s 2021 will was initiated, drafted, and signed. Importantly, the findings conclude
that “Decedent received independent legal advice” about his 2021 will, that his attorney
was certain of his testamentary capacity during the estate planning meeting and when he
signed the will, and that the will was executed in his attorney’s office with only the
Decedent, his counsel, and a paralegal present. The court also referenced a mental status
exam Decedent underwent about a month after the will’s execution, which “indicated that
Decedent had adequate judgement, appropriate fund [sic] of knowledge, intact language,
and was oriented as to person, place and time.”
The findings further establish that Appellant did not see the Decedent on the day he
executed the 2021 will and that Appellant trusted Appellee to care for the Decedent.
Finally, describing Appellant’s allegations regarding duress, Appellant “only stated his
father was in poor health and incapable of completing his ADLs.” Regarding Appellant’s
arguments about undue influence, Appellant only “could see a scenario” where Decedent
was coerced but provided no evidence.
In its order, the court reasoned as follows:
In finding that the facts are undisputed material facts, the Court recognized
that objections were made by Plaintiff to several of the material facts, but
that objections alone with no cite to the record are insufficient under Rule
56.03, and that as such the Court is satisfied that all 54 facts presented by
Defendant Katherine Robinson-Scott are undisputed material facts. Indeed,
the Court finds the Will Contestant, Jon Ryan Scott, simply has no evidence
that his father lacked testamentary capacity, was under duress, or was unduly
influenced in executing his will in September of 2021.
The Court further finds that Testator was examined a couple of weeks before
(August 25, 2021) and a few weeks after (October 13, 2021) he executed
these documents on September 10, 2021; and medical professionals
determined he had adequate judgment, knew who he was and was oriented
as to person, time and place. The Contestant admitted at his deposition that
his father “knew exactly who everybody” was until and at the time of his
passing. While Testator was diagnosed with dementia, only a period of
lucidity is required to execute a will in Tennessee, and his attorney believed
2
Appellee’s motion for summary judgment was supported by 54 separately stated undisputed facts
consistent with the requirements of Tennessee Rule of Civil Procedure 56.03. Appellant only “denied” five
of the factual statements and he failed to cite to the record “demonstrating that the fact is disputed” as Rule
56.03 requires. Thus, the material facts Appellee relied upon were undisputed. See Owens v. Bristol Motor
Speedway, Inc., 77 S.W.3d 771, 774–75 (Tenn. Ct. App. 2001).
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he had the requisite capacity to sign his will or she would not have allowed
him to sign it.
The Court finds that Contestant has failed to provide any evidence that
Testator was in any way under duress. The proof demonstrates that Testator
initiated the estate planning appointment himself; attended the appointment
himself; discussed his desires for how his estate would be distributed upon
his death himself; and ultimately signed the will in question himself along
with the powers of attorney.
The Court further finds that Decedent had independent legal advice with
regard to the will, working directly with his attorney Kayla Costley who was
highly experienced with clients in discussing, preparing and executing estate
planning documents both as paralegal and a lawyer. There simply is no
evidence that Testator was under anyone’s influence or was being coerced to
change his will.
Based on the above and other findings, the court concluded that Appellee was
entitled to judgment as a matter of law on all three issues and summarily dismissed the will
contest. On August 29, 2025, Appellant moved to set aside the order granting summary
judgment. The court heard the motion in September 2025 and denied it in October 2025.
Appellant filed a timely appeal on October 9, 2025.3
ISSUES
Appellant presents the following issues for review:
1. Whether the trial court erred in finding that there was not a genuine issue of a
material fact regarding whether Decedent had capacity to execute the will in
question.
2. Whether the trial court erred in finding that there was not a genuine issue of a
material fact regarding whether Decedent was under duress or undue influence when
he executed the will in question.
3. Whether the trial court’s order granting summary judgment failed to reflect the
court’s independent judgment.
3
Appellee died on October 28, 2025, shortly after the notice of appeal was filed. Her estate was
opened in December 2025 and the personal representative of her estate, her daughter, was substituted in her
place as a party to this appeal.
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Appellees present the following issues for review:
1. Whether there were any genuine issues of material fact in dispute because of
Appellant’s failure to comply with Tennessee Rules of Civil Procedure, Rule 56.
2. Whether the trial court correctly found there was no genuine issue of material fact
that decedent lacked capacity to execute the will in question.
3. Whether the trial court correctly found there was no genuine issue of material fact
that Decedent was under duress or unduly influenced when he executed the will in
question.
4. Whether the trial court made its own independent findings of fact and conclusions
of law before requesting that counsel prepare an order reflecting the same.
5. Whether Appellant’s appeal is frivolous and whether Appellee’s attorney fees
should be awarded as just compensation.
STANDARD OF REVIEW
A trial court’s decision to grant or deny a motion for summary judgment is a matter
of law. Therefore, our review is de novo. Mott v. Luethke, 633 S.W.3d 585, 589 (Tenn. Ct.
App. 2021). See Rye v. Women’s Care Ctr. of Memphis, MPLLC, 477 S.W.3d 235, 250
(Tenn. 2015); Dick Broad. Co. of Tenn. v. Oak Ridge FM, Inc., 395 S.W.3d 653, 671 (Tenn.
2013).
Summary judgment is appropriate when the “pleadings, depositions, answers to
interrogatories, and admissions on file, together with the affidavits, if any, show that there
is no genuine issue as to any material fact and that the moving party is entitled to a judgment
as a matter of law.” Tenn. R. Civ. P. 56.04. Accordingly, “we make a fresh determination
of whether the requirements of Rule 56 of the Tennessee Rules of Civil Procedure have
been satisfied.” Rye, 477 S.W.3d at 250. We must take the strongest view of the evidence
in favor of the nonmoving party, allowing all reasonable inferences in its favor. Perkins v.
Metro. Gov’t of Nashville, 380 S.W.3d 73, 80 (Tenn. 2012). “If the undisputed facts support
only one conclusion and that conclusion entitles the moving party to a judgment, then the
trial court’s grant of summary judgment is affirmed.” In re Estate of Wilson, No. W2023-
00313-COA-R3-CV, 2024 WL 322679, at *6 (Tenn. Ct. App. Jan. 29, 2024) (quoting In
re Est. of Cone, 652 S.W.3d 822, 826 (Tenn. Ct. App. 2022)).
ANALYSIS
I. PREPARATION OF THE FINAL ORDER
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Appellant contends that the final order adjudicating this matter did not reflect the
court’s independent judgment. He questions the fact that the trial court’s initial ruling, set
forth in an email to counsel, consisted of two pages, while the proposed order submitted
by Appellee consisted of eight pages. Appellee insists the final order reflects the trial
court’s independent judgment.
Both parties cite Smith v. UHS of Lakeside, Inc., 439 S.W.3d 303 (Tenn. 2014) in
support of their position. In Lakeside, our Supreme Court discussed the common practice
of counsel preparing orders for entry by the trial court. The Court did not prohibit the
practice but found that two conditions must be satisfied for such an order to be proper. Id.
at 315–16. First, the findings of facts and conclusions of law must be accurate regarding
the trial court’s decision. Id. Second, the order must not leave any doubt as to whether the
ruling represented the trial court’s own deliberations and decision. Id.
Having reviewed the email and final order, we conclude that the order, though more
detailed than the court’s ruling as summarized in the email to counsel, is consistent with
the court’s email to the parties, which set forth the court’s independent reasoning and
rulings on all three issues. The email reads in pertinent part:
The Court has now reviewed all of the material submitted in support of and
in opposition to the pending Motion for Summary Judgment.
The Will Contestant, Jon Ryan Scott, simply has no evidence that his father
lacked testamentary capacity, was under duress, or was unduly influenced in
executing his will in September of 2021.
CAPACITY: Here the decedent, Mr. Scott, had estate planning documents,
including a will, and health and financial powers of attorney prepared in
2013, which named his son as his executor and attorney in fact. The Decedent
married his now widow after the 2013 estate planning documents. He
decided to change those estate planning documents some eight years later in
September 2021, and name his new wife as his executor and attorney in fact
for healthcare and finances. This change followed litigation between
Decedent and his ex-wife who was the mother of his children. Decedent
believed that his children had sided with his ex-wife in this litigation and this
prompted him to change his estate planning documents. Testator was
examined a couple of weeks before (August 25, 2021) and a few weeks after
(October 13, 2021) he executed these documents on September 10, 2021; and
medical professionals determined he had adequate judgment, knew who he
was and was oriented as to person, time and place. The Contestant admitted
at his deposition that his father “knew exactly who everybody” was until and
at the time of his passing. While Testator was diagnosed with dementia, only
a period of lucidity is required to execute a will in Tennessee, and his attorney
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believed he had the requisite capacity to sign his will or she would not have
allowed him to sign it.
DURESS/UNDUE INFLUENCE: Contestant has failed to provide any
evidence that Testator was in any way under duress. The proof demonstrates
that Testator initiated the estate planning appointment himself; attended the
appointment himself; discussed his desires for how his estate would be
distributed upon his death himself; and ultimately signed the will in question
himself along with the powers of attorney. Decedent had independent legal
advice working directly with his attorney who was highly experienced with
clients in discussing, preparing and executing estate planning documents
both as paralegal and a lawyer. There simply is no evidence that Testator was
under anyone’s influence or was being coerced to change his will.
Movant, Ms. Scott, has successfully demonstrated to the court that there
exists no material issue of fact in dispute. Contestant has offered generalized
and conclusory statements and allegations that do not prove Testator lacked
capacity or was under duress or improper influence.
Therefore, the Will Contest petition is dismissed. Costs are taxed to the
Contestant, Jon Ryan Scott, for which execution may issue.
Counsel for Movant shall prepare an order reflecting the terms of the above
ruling.
As the foregoing email reveals, the trial court provided a thoughtful analysis
regarding testamentary capacity, duress, and undue influence—the matters at the heart of
the dispute, and the final order prepared by Appellee’s counsel is consistent with the
findings and rulings in the email. Thus, we find that the final order reflects the independent
judgment of the trial court.
II. WILL CONTEST
The question presented in a will contest is whether the testamentary document
offered for probate is or is not the testator’s valid will. In re Estate of Eden, 99 S.W.3d 82,
88 (Tenn. Ct. App. 1995) (citations omitted).
Appellant commenced this will contest after the 2021 will was admitted to probate
as a properly attested will. As is explained in Keasler v. Estate of Keasler, 973 S.W.2d 213
(Tenn. Ct. App. 1997) below, Appellant bears the burden of proof concerning the issues
raised. The standard is set forth as follows:
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In cases such as this where there is a properly attested will, there is a
presumption in the law that the Decedent was of sound mind and possessed
the requisite testamentary capacity to make the will. Harper v. Watkins, 670
S.W.2d 611, 629–30 (Tenn. App. 1983). The burden in a will contest is
always on the contestant to demonstrate suspicious circumstances or lack of
testamentary capacity at the time of execution. Harper, 670 S.W.2d at 630.
The contestant must produce evidence from which a jury could infer that the
testator, at the time of executing the will, neither knew nor understood the
force and consequences of his acts. In re Estate of Oakley, 936 S.W.2d 259
(Tenn. App. 1996).
Id. at 217.
A. Testamentary Capacity
We shall first consider whether Decedent, “at the time of the will’s execution, lacked
sufficient mental capacity.” In re Estate of Smallman, 398 S.W.3d 134, 159 (Tenn. 2013).
Our Supreme Court described capacity as follows:
The law requires that the testator’s mind, at the time the will is executed,
must be sufficiently sound to enable him or her to know and understand the
force and consequence of the act of making the will. The testator must have
an intelligent consciousness of the nature and effect of the act, a knowledge
of the property possessed and an understanding of the disposition to be made.
While evidence regarding factors such as physical weakness or disease, old
age, blunt perception or failing mind and memory is admissible on the issue
of testamentary capacity, it is not conclusive and the testator is not thereby
rendered incompetent if her mind is sufficiently sound to enable her to know
and understand what she is doing.
Id. (quoting In re Estate of Elam, 738 S.W.2d 169, 171 (Tenn. 1987) (citations omitted)).
Moreover, the inquiry of competence “must center on the decedent’s mental
condition at the time of execution of the will, and a contestant must introduce strong
evidence to establish a lack of testamentary capacity at the time of execution of the will.”
Keasler, 973 S.W.2d at 217 (citing American Trust & Banking Co. v. Williams, 32 Tenn.
App. 592, 225 S.W.2d 79, 84 (1948)). “Evidence of a decedent’s mental state before or
after execution is relevant only when said evidence is not too remote in time and evidence
of physical condition is likewise admissible if it has a reasonable tendency to bear upon
the testator’s mental capacity.” Id. at 218 (citing Harper v. Watkins, 670 S.W.2d 611, 629
(Tenn. App. 1983)). Further, “[t]he physical condition of the testator is of no consequence
on the issue of testamentary capacity unless it has some effect on the mind.” Id. (citing
Harper, 670 S.W.2d at 629).
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The trial court found that Appellant “simply has no evidence that his father lacked
testamentary capacity” when he executed his will in September 2021. The court cited its
finding that Decedent was examined by medical professionals a few weeks before and after
the will execution, and was found to be oriented to person, time and place.
The final order also identifies numerous undisputed facts concerning Decedent’s
testamentary capacity at the time he executed the 2021 will and the fact that he had the
benefit of independent legal advice concerning his estate plan. The more relevant findings
read:
23. On August 25, 2021, Decedent’s medical records indicate a mental status
exam was conducted, which found Decedent had adequate judgement,
appropriate fund of knowledge, intact language, and was oriented as to
person, place and time.
24. While present at the office of [his attorney] Kayla Costley [to settle the
lawsuit initiated by his ex-wife regarding past due support], Decedent
requested to meet with Ms. Costley for estate planning purposes and an
appointment was made for August 27, 2021.
25. Kayla Costley came to be Mr. Scott’s attorney through the litigation with
his ex-wife regarding their divorce decree.
26. On August 27, 2021, Decedent went to his estate planning meeting, at
which only Decedent, Ms. Costley, and her paralegal at the time were
present.
27. Kayla Costley attended hundreds of will signings while working as a
paralegal and took over a portion of the estate planning practice at her law
firm when she became a licensed attorney.
28. Decedent received independent legal advice from Kayla Costley.
29. Decedent was not influenced by any other person in his decision-making.
30. Kayla Costley was certain of Decedent’s testamentary capacity at the
time of his estate planning meeting.
31. Kayla Costley and her colleagues were certain of Decedent’s
testamentary capacity at the time of the execution of the 2021 estate planning
documents on September 10, 2021.
32. On August 27, 2021, at the estate planning meeting, Decedent was
adamant about including language about his life insurance policy to be clear
that he was limiting the inheritance of his children.
. . .
43. On October 13, 2021, Decedent underwent a mental status exam, which
indicated that Decedent had adequate judgement, appropriate fund of
knowledge, intact language, and was oriented as to person, place and time.
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. . .
51. Up until the time of Decedent’s death, Decedent knew who the people in
his life were to him, “he knew exactly who everybody was.”
The foregoing notwithstanding, Appellant contends genuine issues of material fact
exist concerning whether Decedent had sufficient testamentary capacity when he executed
the 2021 will; thus, summary judgment was inappropriate. We respectfully disagree, as did
the trial court.
Appellant contends the material facts are in dispute based on his response to
Appellee’s Statement of Undisputed Facts. However, as the trial court found and the record
supports, Appellant failed to demonstrate that the material facts were in dispute because he
failed to comply with the mandate in Tennessee Rule of Civil Procedure 56.03, which
requires that each disputed fact must be supported by specific citation to the record.
As Rule 56.03 mandates:
In order to assist the Court in ascertaining whether there are any material
facts in dispute, any motion for summary judgment made pursuant to Rule
56 of the Tennessee Rules of Civil Procedure shall be accompanied by a
separate concise statement of the material facts as to which the moving party
contends there is no genuine issue for trial. Each fact shall be set forth in a
separate, numbered paragraph. Each fact shall be supported by a specific
citation to the record.4
Any party opposing the motion for summary judgment must, not later
than five days before the hearing, serve and file a response to each fact set
forth by the movant either (i) agreeing that the fact is undisputed, (ii)
agreeing that the fact is undisputed for purposes of ruling on the motion for
summary judgment only, or (iii) demonstrating that the fact is disputed.
Each disputed fact must be supported by specific citation to the record.
Tenn. R. Civ. P. 56.03 (emphasis added).
The trial court found “that objections were made by [Appellant] to several of the
material facts, but that objections alone with no cite to the record are insufficient under
Rule 56.03.” A trial court’s finding that citations to the record are insufficient is a
4
The record reveals that Appellee complied with Rule 56.03.
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discretionary issue, see Owens v. Bristol Motor Speedway, Inc., 77 S.W.3d at 774–75,
which is subject to a very deferential standard of appellate review.
Having reviewed Appellee’s Statement of Undisputed Facts and Appellant’s
response, we agree with the trial court’s finding that Appellant failed to demonstrate that
the material facts were in dispute.5 Thus, as the trial court found, the material facts
supporting Appellee’s motion for summary judgment were not in dispute.
We also agree with the trial court’s determination that the undisputed facts
established that Decedent possessed the requisite testamentary capacity when he executed
his will on September 10, 2021. Accordingly, we affirm the trial court’s ruling that
Decedent had the requisite testamentary capacity to execute the will on September 10,
2021.
B. Duress and Undue Influence
Appellant also argues that Decedent changed his will under duress or because of
undue influence. While the standards for each are separate, they may be thought of as
“cousins,” and we consider them here together. 21 TENN. PRAC. CONTRACT LAW AND
PRACTICE § 6:11 (citing 25 Am. Jur. 2d Duress and Undue Influence, § 30 (1996)).
The trial court concluded that there was no evidence to support Appellant’s claim
of undue influence or duress, finding as follows:
52. When [Appellant] was asked about the allegations he has made regarding
duress, he only stated his father was in poor health and incapable of
completing his ADLs.
53. When [Appellant] was asked about the allegations he has made regarding
undue influence, he states only that he “could see a scenario” where his father
was coerced, but could cite no conversation, instance of coercion, or
evidence of the same.
The court further found:
The proof demonstrates that Testator initiated the estate planning
appointment himself; attended the appointment himself; discussed his desires
for how his estate would be distributed upon his death himself; and ultimately
signed the will in question himself along with the powers of attorney.
5
See infra footnote 2.
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The Court further finds that Decedent had independent legal advice with
regard to the will, working directly with his attorney Kayla Costley who was
highly experienced with clients in discussing, preparing and executing estate
planning documents both as paralegal and a lawyer. There simply is no
evidence that Testator was under anyone’s influence or was being coerced to
change his will.
Nevertheless, Appellant argues that Decedent and Appellee were in a confidential
relationship, because the power of attorney documents signed by the Decedent gave her
full authority to handle his affairs. Appellant cites Matlock v. Simpson, 902 S.W.2d 384
(Tenn. 1995), which explained that “Tennessee cases have consistently held that the
existence of a confidential or fiduciary relationship, together with a transaction by which
the dominant party obtains a benefit from the other party, gives rise to a presumption of
undue influence that may be rebutted.” Id. at 385 (emphasis in original).
Here, there is no evidence to show that Appellee exercised the power of attorney
granted her by Decedent before the 2021 will was executed. This fact is significant because
“an unexercised power of attorney does not in and of itself create a confidential
relationship[.]” Childress v. Currie, 74 S.W.3d 324, 329 (Tenn. 2002). As the Supreme
Court explained, dominion and control form the core of a confidential relationship, and
“[w]hen an unrestricted power of attorney is executed but has not yet been exercised [by
the attorney-in-fact], good sense dictates that there exists no dominion and control and
therefore no confidential relationship based solely on the existence of the power of
attorney.” Id. See also In re Estate of Lipscomb, No. W2018-01935-COA-R3-CV, 2020
WL 1549596, at *8 (Tenn. Ct. App. Apr. 1, 2020); In re Estate of Chaney, No. E2022-
01051-COA-R3-CV, 2023 WL 6301763, at *7 (Tenn. Ct. App. Sept. 28, 2023).
Additionally, Decedent’s marital relationship with Appellee does not constitute a
confidential relationship without proof of the elements of dominion and control. In re
Estate of Perry, No. M2025-00251-COA-R3-CV, 2026 WL 1122332, at *6 (Tenn. Ct. App.
Apr. 24, 2026). Moreover, a claim of undue influence may be defeated by a showing that
a testator “received independent advice before engaging in the transaction” in question,
and it is undisputed that Decedent received independent legal advice from Ms. Costley. See
Childress v. Currie, 74 S.W.3d at 328. Further, as the trial court correctly found, the record
shows no evidence of any attempt by Appellee or others to unduly influence Decedent to
execute the will in question.
Likewise, Appellant’s claim of duress is based on the fact that Decedent was highly
reliant on Appellee for his healthcare and other personal needs. To this end, Appellant
testified that, because of his father’s dependence on Appellee, he “one hundred percent
could see a scenario” where Decedent was coerced. However, upon questioning, Appellant
acknowledged he did not know if such a scenario existed.
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Duress may be properly found when there has been “unlawful restraint,
intimidation, or compulsion of another to such an extent and degree as to induce such other
person to do or perform some act which he is not legally bound to do, contrary to his will
and inclination.” Johnson v. Ford, 245 S.W. 531, 538 (1922). This record is devoid of such
proof. And as the trial court found, “When [Appellant] was asked about the allegations he
has made regarding duress, he only stated his father was in poor health and incapable of
completing his ADLs.”
Accordingly, we agree with and affirm the trial court’s ruling that Appellant was
entitled to summary judgment as a matter of law on all three issues. And based on these
rulings we affirm the summary dismissal of the will contest.
II. ATTORNEY’S FEES
Finally, we address Appellee’s claim for attorney’s fees. Appellee contends that this
appeal is frivolous because no contested facts are properly in dispute before this court.
“An appeal is frivolous when it ‘has no reasonable chance of success’ or is ‘so
utterly devoid of merit as to justify the imposition of a penalty.’” Upadhyaya v. Awasthi,
No. M2025-01629-COA-R3-CV, 2026 WL 2672360, at *5 (Tenn. Ct. App. Sept. 11, 2026)
(quoting Stokes v. Stokes, No. M2018-00174-COA-R3-CV, 2019 WL 1077263, at *10
(Tenn. Ct. App. Mar. 7, 2019) (see also Chiozza v. Chiozza, 315 S.W.3d 482, 493 (Tenn.
Ct. App. 2009)). Moreover, “[a]n award of appellate attorney’s fees is within this Court’s
sole discretion, though the statute is meant to be applied sparingly ‘to avoid discouraging
legitimate appeals.’” Id.
Although we acknowledge the procedural shortcomings in Appellant’s case, upon
review of the record, we decline to find the argument presented “so utterly devoid of merit”
as to warrant a designation of frivolous. Id. Thus, we decline to award attorney’s fees on
this basis.
IN CONCLUSION
The judgment of the Wilson County Probate Court is affirmed. Costs of appeal are
assessed against Appellant, Ryan Jon Scott.
________________________________
FRANK G. CLEMENT JR., C.J.
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