Allen v. Farr

35 N.W.2d 489, 150 Neb. 615, 1949 Neb. LEXIS 1
CourtNebraska Supreme Court
DecidedJanuary 10, 1949
DocketNo. 32438
StatusPublished
Cited by12 cases

This text of 35 N.W.2d 489 (Allen v. Farr) is published on Counsel Stack Legal Research, covering Nebraska 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. Farr, 35 N.W.2d 489, 150 Neb. 615, 1949 Neb. LEXIS 1 (Neb. 1949).

Opinion

Yeager, J.

This is an appeal from a judgment of the district court entered on the verdict of a jury denying probate to a purported last will and testament of Addie Farr, deceased. The will was contested by W. E. Farr, known as Gene Farr, and Fern Allen, son and daughter respectively, on the ground, among others, that it was procured by undue influence of Clifford D. Farr, another son and the' proponent. Clifford D. Farr is appellant and W. E. Farr and Fern Allen are appellees.

On a trial to a jury in the district court a verdict was returned sustaining the contention of the contestants and denying admission of the will to probate. Judgment was entered on the verdict.

In an earlier opinion which appears as In re Estate of Farr, ante p. 67, 33 N. W. 2d 454, the judgment of the district court was reversed with directions to set aside the verdict and to adjudge that the instrument was the last will and testament of Addie Farr, deceased, and to cause the judgment to be certified to the county court.

The opinion was predicated upon the theory that there was not sufficient evidence to justify submission of the issue of undue influence to a jury.

After reargument and further examination and analysis we have concluded that we were in error in‘this respect and accordingly for the purpose of a decision herein the former opinion to the extent that it is in conflict herewith is withdrawn.

Except for errors assigned as to instructions tendered by proponent and refused and as to instructions given by the court on its own motion the only question for review is that , of whether or not there was sufficient evidence upon which to submit to the jury the charge of undue influence.

The will which is the subject of the contest herein was executed by Addie Farr on October 30, 1945. She died January 2, 1947, at about the age of 81 years. By the terms of the will W. E. Farr was to receive $5; Elmo [617]*617Keller and Clessori Keller, grandchildren, $5 each; Thelma Holiday, a granddaughter, $100; Roy M. Farr, a son, a described quarter section of land; and Clifford D. Farr, the proponent, the residue of the real and personal estate subject to the payment of $1,000 in cash to Fern Allen, one of the contestants, within six months after the death of the testatrix.

The personal estate has not been described but as residue there are 320 acres of land and a house and lots in Newport, Nebraska, which by virtue of the residuary clause in the will would go to Clifford D. Farr. What this land and the house and lots are worth is made none too clear but they are of considerable value. It appears that Clifford D. Farr was to receive the entire estate of his mother except sufficient for payment of debts and funeral expenses, 160 acres of land, and bequests amounting to $1,115.

The will was offered in the county court and there, over objection of the appellees here, was admitted to probate. Appeal was taken to the district court where, as already stated, probate was denied. It was denied on the ground that the will was procured by undue influence.

As pointed out the assignments of error relate to instructions given and refused and to the question of whether or not there was evidence sufficient upon which to submit the question of undue influence. The assignments of error relating to instructions which require consideration will be discussed first.

The first of these assignments asserts that the court erred in refusing to give appellant’s tendered instruction No. 7, the pertinent part of which is as follows: “Before you can find for the contestants, the contestants have the burden of proving by the preponderance of the evidence that (a) Addie Farr was a person who would be subject to such influence, (b) that Clifford D. Farr had an opportunity to exercise such influence, (c) that Clifford D. Farr was disposed to exercise such influence, and (d) [618]*618that the resulting will was the effect of such influence,” and giving its instruction No. 10, the pertinent part of which is as follows: “You are instructed that in order for the contestants, Fern Allen and W. E. Farr, to prevail in this case on the ground of undue influence two things must be proven by them: — First: That undue influence was in fact exerted by Clifford D. Farr. Second: That it was successful in subverting and controlling the will of the testatrix, Addie Farr. Both of these facts must be proven by the contestants by a preponderance of the evidence in order to defeat the will on the ground of undue influence.”

The appellant correctly asserts “that in a will contest on the ground of undue influence the burden is on the contestant or contestants to establish by a preponderance the four elements enumerated in his tendered instruction No. 7. In re Estate of Bowman, 143 Neb. 440, 9 N. W. 2d 801; In re Estate of Hagan, 143 Neb. 459, 9 N. W. 2d 794, 154 A. L. R. 573; In re Estate of Keup, 145 Neb. 729, 18 N. W. 2d 63. It is not error however for the court to refuse or fail to set forth separately the four in an instruction if their essentials are sufficiently contained in instructions given.

In the case of In re Estate of Keup, supra, this court considered an instruction in substance like instruction No. 10 given in this case which instruction was being subjected to the same criticism as here. In determining that the instruction was sufficient, it was said: “While the four elements must be established by the evidence to make a case sufficient to submit the issue to a jury and to sustain a verdict based thereon, however, it is not necessary that the court give an instruction setting forth the four elements separately provided they are sufficiently contained in the instructions given. We have examined the instructions given by the court and find they are sufficient.” Here likewise we find that the instruction given in this respect was sufficient and that the assignment is without merit.

[619]*619The next instruction excepted to is No. 11. It is discussed in argument along with instruction No. 12. It is urged that these two instructions read together placed matters before the jury concerning which there was no evidence and that they contained an overemphasis of certain matters. We think the contentions are without merit.

The first paragraph of instruction No. 11 is definitive of undue influence not inconsistent .with instruction No. 10 and is introductory to cautionary provisions to the jury enjoining upon them a degree of care in weighing and considering the evidence altogether favorable rather than unfavorable to the appellant. The gist of the instruction was an emphasis upon the necessity for proof of the elements necessary to establish that a will was the result of undue influence. We fail to see how this could be ground for complaint on behalf of appellant.

Instruction No. 12 is also a cautionary instruction which cannot be calculated to favor the appellant, and also we think it cannot properly be considered as favoring the appellees. The part of the two instructions to which primary objection is obviously made is found in the fourth paragraph of instruction No. 11 and is in substance and in almost the exact wording of a pronouncement made in In re Estate of Noren, 119 Neb. 653, 230 N. W. 495, and repeated in the opinion in In re Estate of Bowman, supra. It cannot well be said that a cautionary measure imposed for guidance of this court in such situations as this becomes .error when in a like situation the same measure of guidance is extended to a jury.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re Estate of Price
388 N.W.2d 72 (Nebraska Supreme Court, 1986)
Molholm Ex Rel. Estate of Paulsen v. Lynes
178 N.W.2d 566 (Nebraska Supreme Court, 1970)
In Re Andersen's Estate
128 N.W.2d 843 (Nebraska Supreme Court, 1964)
In Re Evans'estate
80 N.W.2d 127 (Nebraska Supreme Court, 1956)
Jensen v. Priebe
80 N.W.2d 127 (Nebraska Supreme Court, 1956)
Stormon v. Weiss
65 N.W.2d 475 (North Dakota Supreme Court, 1954)
In Re Thompson's Estate
44 N.W.2d 814 (Nebraska Supreme Court, 1950)
In Re Estate of Kinsey
40 N.W.2d 526 (Nebraska Supreme Court, 1949)
Sampson v. Sissel
38 N.W.2d 341 (Nebraska Supreme Court, 1949)
Johnson v. Otley
36 N.W.2d 625 (Nebraska Supreme Court, 1949)

Cite This Page — Counsel Stack

Bluebook (online)
35 N.W.2d 489, 150 Neb. 615, 1949 Neb. LEXIS 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allen-v-farr-neb-1949.