Bosheck v. Gappa

279 N.W. 185, 134 Neb. 485, 1938 Neb. LEXIS 79
CourtNebraska Supreme Court
DecidedApril 15, 1938
DocketNo. 30236
StatusPublished
Cited by24 cases

This text of 279 N.W. 185 (Bosheck v. Gappa) 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
Bosheck v. Gappa, 279 N.W. 185, 134 Neb. 485, 1938 Neb. LEXIS 79 (Neb. 1938).

Opinion

Day, J.

This is an appeal by the proponent, a legatee, and by the residuary legatee' as intervener from a verdict and judgment denying probate of the purported will of Ignatz Kajewski, deceased. Objections to the probate of the will were that it was not legally executed;- that the testator lacked testamentary capacity; and that it- was procured under undue influence. The trial court withdrew- the question of proper execution from the jury, and submitted the questions of testamentary capacity and undue influence. The jury found generally in favor of the objectors.

The appellant contends that the trial court erred in submitting the issues of testamentary capacity and of undue influence to the jury. He also insists that, even if there were sufficient evidence to submit the question of undue influence to the jury, the court should have submitted separate forms of verdict as to each legacy, and not merely general verdicts for the proponents or contestants. The intervener, St: Joseph’s Home for Aged, particularly objects to the forms of verdict submitted to the jury for that its situation was different from that of the proponent of the will. The proponent of the will was Father Bosheck, -pastor of St. Mary’s Church, of which church the testator was a member. The testator was, for a period of about eighteen years during his lifetime, janitor of the church, the parochial school, and the rectory. The trial court correctly instructed the jury as to the difference between Father Bosheck and the Home for Aged when it instructed the jury that, if any beneficiary occupied any confidential relation with testator, it [488]*488became his duty to. show, that, the purported .will was not signed by the testator through undue influence. Surely under the circumstances the Home for Aged did not occupy any such confidential relation 'with the testator as that of priest and parishioner. The jury were given clear, detailed and specific directions as to the law applicable to the proponent and the intervener on the question of undue influence. The jury were in no wise misled by the instructions. Upon the question of undue influence, it-had been held by this court that the will may be invalid as to one exerting the. undue influence, and valid as to one legatee for whom no. influence was present. Where a will contains a bequest due to undue influence, it may stand as to other bequests not so procured. In re Estate of Koller, 116 Neb. 764, 219 N. W. 4. A careful. annotator states: “The authorities, with but few exceptions, support the general proposition. that parts of a will may be held valid and enforceable, notwithstanding the fact that other parts have been affected by undue influence and are invalid; provided, however, that, the parts so affected are separable, so that the will remains complete and intelligible in itself.” 69 A. L. R. 1129. This statement is supported by the citation, of many cases from various jurisdictions. The trial judge recognized this.rule in his instructions to.the jury. But both the proponent and the intervener complain that he erred in submitting only two forms of verdict to the jury for their .use. One finding generally for the proponent, and the other for the contestants. This, it is said, had the effect of instructing the jury either to admit the will, for probate or to hold it invalid. The trial judge is not, required to submit forms of verdict to the jury, and it is only done for the convenience of the jury. Where, as in this case, the .jury were clearly instructed as to the .findings allowable, and were not misled by the forms of verdict submitted, it is not prejudicially erroneous to omit to submit forms, of all possible verdicts. . ,

The jury were not misled and .the record does not dig-[489]*489close that' they asked for further instructions. The parities objecting here, and for the first time in- the motion for a new trial, did not object at the time the instruction was given, -or request that an instruction be given as to the other possible forms-of verdict. It is the rule of this jurisdiction that an. objection- to the forms of verdict should be made before or at the time the verdict is returned. McGrew Machine Co. v. One Spring Alarm Clock Co., 124 Neb. 93, 245 N. W. 263.

It is complained by the -appellant - (proponent) that the evidence is insufficient to sustain a finding that the purported will was procured by undue influence. In the first place, it seems clear that, if any undue influence was exercised, it was not that of intervener, St. Joseph’s Home for Aged. The will was executed in the hospital, and where the testator • subsequently died. The Sister Superior in charge of-the hospital and of the Home for Aged was called into the testator’s room to witness, not the signing of the will, but the mark of the testator. The evidence- of the objectors does not indicate that she had any ulterior motive in the matter. She was requested to sign as witness to the testator’s mark, and apparently in a desire to be helpful to him complied with the request-. She did not know of the contents of the will, and did not make then, or at any prior time, any suggestions as to the disposal of his estate. The Home for Aged was the residuary legatee under, the proposed will. It is well settled in this state that the burden of proving that a will resulted from undue influence is ordinarily upon the contestants who assert it. In re Estate of Kees, 114 Neb. 512, 208 N. W. 637; Stull v. Stull, 1 Neb. (Unof.) 380, 96 N. W. 196; In re Estate of Wilson, 114 Neb. 593, 208 N. W. 961; In re Estate of Bayer, 119 Neb. 191, 227 N. W. 928.

- It will be -noted that there was no-evidence introduced-by The contestants Sufficient to-submit The question- of undue influence to the jury as to the intervener, St. Joseph’s Home-for-Aged/-'Mere suspicion of undue influence upon [490]*490the-testator as to the proposed will is not sufficient to require a submission of the issue to the jury, or to sustain a verdict for the- contestants. In re Estate of Bayer, supra; In re Jackson's Estate, 220 Mich. 565, 190 N. W. 762.

But the' situation is slightly different as -to the proponent of this will. Father Bosheck was the pastor of St. Mary’s Church, and the superintendent of the parochial school connected with the church. The testator, Ignatz Kajewski, had been janitor for this church and school for about eighteen years. He was -in such position when Father Bosheck. became pastor, about three years before his death. The testator was a member of St. Mary’s Church, and Father Bosheck was his spiritual adviser. The testator lived in the rectory With the priest. He assisted in the execution of' the will in the manner delineated. When the testator was taken suddenly ill and removed to the hospital, the last rités of the church were administered to him by the assistant pastor. Father Bosheck advised him to make a will if he had any property requiring disposal. Subsequently an attorney, called at the request of the testator, went to the home of Father Bosheck and asked that he accompany him to the hospital. Father Bosheck did this, and at. the request of Ignatz Kajewski made four different trips from the hospital to the testator’s room in the basement of the rectory to bring certain specific articles to him. The testator knew well that which he possessed, and was not satisfied until it had all been brought to -him. Father Bosheck testified that he did not know the extent of the testator’s possessions, and it is evident that, had he known, so many trips would not have been necessary. The attorney gives a good account of the circumstances surrounding the execution of the will.

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Bluebook (online)
279 N.W. 185, 134 Neb. 485, 1938 Neb. LEXIS 79, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bosheck-v-gappa-neb-1938.