Anderson v. Whatmore

211 P.2d 496, 35 Wash. 2d 156, 1949 Wash. LEXIS 315
CourtWashington Supreme Court
DecidedNovember 18, 1949
DocketNo. 30974
StatusPublished
Cited by1 cases

This text of 211 P.2d 496 (Anderson v. Whatmore) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Anderson v. Whatmore, 211 P.2d 496, 35 Wash. 2d 156, 1949 Wash. LEXIS 315 (Wash. 1949).

Opinion

Grady, J.

On March 8, 1947, Rosa H. Kessler, then of the age of eighty-one years, executed a will, in which she recited that Mary Antoinette Kessler was her daughter, over the age of twenty-one years, and provided that she should take no part of her estate. By the will, the testatrix gave all of her property to Delia F. Whatmore.

Mrs. Kessler died July 21,1947. The will was admitted to probate on January 16, 1948. On May 21, 1948, George D. Anderson, in his capacity as guardian of the person and estate of Mary Antoinette Kessler, filed a petition alleging that, on the date of the execution of the will, the decedent was mentally incompetent and acted pursuant to the coercion and undue influence of the beneficiary named in the will. The answer of Delia F. Whatmore denied the charges of mental incompetency, coercion, and undue influence. At the close of the trial, the court orally announced its conclusion that the decedent was mentally incompetent to make a will. The court made no direct finding that the testatrix executed the will pursuant to any form of coercion or was the victim of undue influence, but stated in his oral opinion that there were a number of circumstances and sufficient evidence pointing in that direction.

The court denied a motion for a new trial based upon the statutory grounds and entered a decree that the will was null and void by reason of the mental incompetency of the testatrix to execute such will. The executrix of the will has taken an appeal from the decree.

During the later years of her life, the decedent became afflicted with senility, which is a feebleness of body and mind incident to old age. The authorities refer to the mental breakdown as “senile dementia” and state that it varies both in process and progress of decay; that it begins gradu[158]*158ally and is progressive in character, and in its gradual advance to incompetency it embraces a wide range of infirmity, varying from a simple lapse of memory to complete inability to recognize persons or things.

It does not necessarily result in mental incapacity to make a will. During its progress and before it reaches the stage of mental destruction, the one afflicted has periods of time during which mental balance is regained and to such an extent that he may meet the tests of testamentary capacity adopted by the courts. Being progressive in nature, it must be determined whether its progress has so impaired the faculties of a testator that they fall below the mark of legal capacity. This must be determined not alone by the nature and tendency of the disease, but by its effect in a particular case. Maloy on Nervous and Mental Diseases 350; In re Denison’s Estate, 23 Wn. (2d) 699, 162 P. (2d) 245.

A number of witnesses testified with reference to peculiarities and eccentricities manifested by the decedent and gave their general opinions that she was not normal, showed a progressive mental weakness, appeared to be confused and dazed, and had sullen spells. These witnesses expressed the view that the deceased was mentally incompetent to a degree that made her incapable of transacting her business affairs.

One physician who had observed her on a number of occasions when she visited the hospital for the insane where her adult daughter was confined, considered her incompetent at and about the time the will was made, but stated there were times when she appeared to be alert. This witness testified that at times she had ability to understand suggestions made to her, and at other times she was confused and only partly understood, but explained that if a suggestion pleased her she would accept it, but if not she would probably reject it. Another physician who had considerable contact with the decedent regarded her as generally mentally incompetent, but in response to a hypothetical question as to a certain business transaction in which she had engaged stated that, under the circumstances [159]*159related, lie would regard her as competent to transact that particular business.

In December, 1946, at the instance of a friend of the decedent, an attorney drew a will, by the terms of which she placed her property in trust for the benefit -of her insane daughter during her lifetime. The attorney left the will open as to the residuum of her estate until he could consult her. When visited, the decedent declined to discuss the matter of making the will, was unresponsive to questions asked her, and from the general conversation the attorney concluded she was not competent to make a will. Later, his law partner visited the decedent for the purpose of having the will executed. She visited with him, discussed the view from the place where they were, the boats on the water, etc., but with reference to other matters her attitude of noncommittal was such that he also concluded she did not have sufficient understanding to meet the tests for the making of a will.

There was testimony to the effect that she resented being presented with a will to sign and, as she thought, being told what she should do about making a will. About midday on the date of the making of her last will, the decedent, at the instance of the appellant, visited two lady friends, one of whom was a justice of the peace. The appellant desired to have a will prepared in which she and one of the ladies were to be named as the beneficiaries. The general attitude and apparent condition of the decedent was such that the justice of the peace declined to prepare a will, and the other lady refused to be a party to it in any way.

Not long prior to the making of her last will, the decedent took an active part in the sale of her home property, though she had the assistance of friends. Shortly thereafter, she engaged in a business transaction involving the purchase of other property. There was testimony as to her participation in other affairs of a business nature which she seemed to comprehend. The decedent was deeply interested in the welfare of her daughter, visited her frequently at the mental institution where she was confined, and was very critical as to her diet and what she regarded as the treatment she [160]*160was receiving. On several occasions, she indicated to. friends her desire that her daughter have the benefit of what property she might have. About the time the will was made, the decedent consulted an attorney in the prosecutor’s office. He told the court that for a lady of her age he would say she was very alert and very bright and was fully capable of understanding and transacting her own business.

In the early afternoon of the day of the visit to the justice of the peace, the appellant accompanied the decedent to the office of an attorney. This attorney testified that, in his conversation with the decedent, she told him about her daughter, why she did not want to leave anything to her, and why she wanted to make appellant her beneficiary. He concluded from his conversation with decedent that she was fully competent to make a will and prepared the one now under contest. When the document was prepared, the decedent read it, and then the attorney read it to her and explained to her that she was not leaving any of her property to her daughter, but was leaving it all to appellant and was appointing her to act as executrix of the will without bond. He testified that he was satisfied that she fully comprehended all'that was discussed between them. He was corroborated in these respects by the subscribing witnesses to the will. Sometime after making the will, this attorney prepared an assignment of real-estate mortgage for the decedent, which she executed and acknowledged.

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Related

In Re Kessler's Estate
211 P.2d 496 (Washington Supreme Court, 1949)

Cite This Page — Counsel Stack

Bluebook (online)
211 P.2d 496, 35 Wash. 2d 156, 1949 Wash. LEXIS 315, Counsel Stack Legal Research, https://law.counselstack.com/opinion/anderson-v-whatmore-wash-1949.