Allen v. Elliott

171 P. 686, 177 Cal. 668, 1918 Cal. LEXIS 661
CourtCalifornia Supreme Court
DecidedMarch 5, 1918
DocketS. F. No. 8368.
StatusPublished
Cited by12 cases

This text of 171 P. 686 (Allen v. Elliott) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Allen v. Elliott, 171 P. 686, 177 Cal. 668, 1918 Cal. LEXIS 661 (Cal. 1918).

Opinions

VICTOR E. SHAW, J., pro tem.

Andrew Allen died January 20, 1916, at the age of seventy-nine years, leaving a duly executed holographic will dated March 29, 1911, which John Elliott, therein named as executor, filed, with his petition to have the same probated.

By the terms of the will deceased left his estate, consisting of real estate and improvements worth approximately twenty-five thousand dollars, and subject to a mortgage of eleven thousand dollars, to two nephews. His next of kin consisted of two daughters, Hannah J. Pearson and Jane A. Allen, for whom, he stated in the will, he had amply provided by deeds of gift and money.

Jane A. Allen filed a contest of the will based upon the alleged ground that at the time of its execution by her father he was of unsound mind and without capacity to make a will. The issue as to this question was tried by a jury, which re *671 turned a verdict that deceased was of sound mind when he executed the will, and in accordance with such verdict judgment was rendered against the contestant and an order made admitting the will to probate. The contestant appeals from this decree and order.

Appellant, while not claiming that deceased was insane in the broad sense of the term, insists that he was a victim of insane delusions, in the absence of which he would not have made the will whereby nothing was left to his daughters.

In her brief appellant specifies a number of alleged delusions entertained by her father, among which was the fact that in his will and also in declarations made by him he stated that he had amply provided for his daughters by gifts of property and money; that deceased believed that his daughters were conspiring against him; that there would be no one to care for him; that they were guilty of immoral acts; that he drew seven thousand dollars from the bank and went to Ireland on a visit of ten days and on his return stated that he came back because it rained; that he was suspicious of his daughters and others; that he used abusive language toward them and magnified innocent trifles into grave offenses.

The burden was on contestant to prove the existence of the alleged delusions, and to do this it not only devolved upon her to show that they had no foundation in fact, but also that there was no evidence, however slight or inconclusive, of any fact upon which the belief could be founded. The alleged conduct and opinions of deceased in the instant case are very similar to the grounds upon which the husband contested the will of his wife in the case of Estate of Scott, 128 Cal. 57, [60 Pac. 527], wherein the question here involved was fully considered, and the court in discussing the sufficiency of the evidence to establish the existence of an insane delusion, among other things, said: "The court, however, was not authorized to hold that she [the testatrix] was under an insane delusion in reference to these propositions [delusions] unless it was satisfied, from the evidence before it, not only that these charges against him were without any foundation in fact, but also that there was no evidence of any facts brought to her knowledge from which she might form a belief, however irrational or inconclusive it might be, in the existence of the acts or purposes with which she charged him, and, in addition thereto, that she did in fact believe that he *672 was guilty thereof.” In American Seamen's Friend Soc. v. Hopper, 33 N. Y. 619, as touching a similar question, it was said: “On questions of testamentary capacity, courts should be careful not to confound perverse opinions and unreasonable prejudices with mental alienation.” To like effect is Smith v. Smith, 48 N. J. Eq. 566, [25 Atl. 11]. In the determination of the question it was proper for the jury to consider Allen’s nature and temperament, his advanced age, the circumstances under which the statements were made, his habits of life, and the general conduct of his daughters toward him. The typewritten transcript of the testimony touching the acts and conduct of the deceased and upon which the claim of appellant is made covers some 750 pages. No purpose could be subserved by an extended reference to it. Briefly stated, the evidence tends to prove that deceased, notwithstanding his advanced age, was strong and robust, both mentally and physically, possessed of a dominating nature, his anger easily aroused, and at times violent, in language and severe in manner toward his daughters, whom, though possessed of considerable property, upward of twenty thousand dollars, of which their father had given them, not only refused to advise and confide in him as he requested them to do, but pursued a course of conduct well calculated to arouse his suspicion and create as to them a feeling of distrust as to their loyalty, and thus in his mind afford just ground for the belief that they were ungrateful and without affection for him. Feeling that his childless daughters, well advanced in life, were amply provided for, he not unnaturally, in view of all the circumstances, turned to the sons of a deceased brother, whom he had a few months before the making of the will visited in Ireland, and upon these bestowed the remainder of his property. We cannot say that the verdict is not justified by the evidence. On the contrary, had the respondent offered no evidence, the jury upon that alone presented by contestant might very properly have deemed it insufficient proof that testator was the victim of insane delusions when he made the will.

Rulings of the court in admitting evidence as to the wealth of contestant are assigned as error. The belief entertained by Allen that his daughters had large sums of money loaned out and in bank was the chief delusion alleged to have contributed to the making of the will; hence evidence which *673 tended to establish such fact was clearly competent, in that its purpose was to show that such belief was not a delusion but founded in truth. Moreover, such evidence was properly admissible as tending to show that he had in fact, as declared by him, made ample provision for his daughters in giving them the home ranch worth twenty thousand dollars. Their needs, depending upon what they possessed, would be the measure of what constituted ample provision.

Mr. Armstrong was called as a witness for contestant, and upon qualifying as an intimate acquaintance of deceased during a period of forty-five years, was asked: “What, if any facts, did you observe in the conduct, appearance, conversation, or any other thing pertaining to Mr. Allen, during two years prior to the making of the will which would cause you to believe or infer that he was not entirely rational ? ” to which an objection was sustained, the court saying that if the witness was called as an intimate acquaintance for the purpose of testifying as to the testator’s sanity he must first, as provided in subdivision 10 of section 1870 of the Code of Civil Procedure, state whether he believed the testator to have been of unsound mind. Notwithstanding this suggestion, counsel for contestant refused to comply therewith, and again asked the following: “I will ask you . . . prior to March, 1911, what, if anything, did you observe in Mr.

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Bluebook (online)
171 P. 686, 177 Cal. 668, 1918 Cal. LEXIS 661, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allen-v-elliott-cal-1918.