Brooks v. Creger

135 Okla. 77
CourtSupreme Court of Oklahoma
DecidedJanuary 29, 1929
DocketNo 17996
StatusPublished
Cited by1 cases

This text of 135 Okla. 77 (Brooks v. Creger) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brooks v. Creger, 135 Okla. 77 (Okla. 1929).

Opinion

HALL, C.

This is a contest in the proceedings to probate a purported holographic will of one M. Creger, deceased. The contest is by a daughter, an heir at law of the deceased.

.Creger died in January, 1918, at nearly 70 years of age. At the time of his death and for several years prior thereto he was the owner of 320 acres of land situated in this state. He had four children. In the j ear of 1913, he made a will devising and dividing this land equally in acreage among them. This will was never properly acknowledged before witnesses, and it is conceded that it was not admissible to probate. However, he kept the will among his important papers, just as if the will were a legally executed document. That wi 1 is not the subject of this controversy. The will in controversy here is purported to have been executed wholly by M. Creger’s own hand on April 7, 1917.

This purported will arranged the division of this land as to two of his children the same as the devise in the former and incomplete will. As to another of his children, Mrs. Louisa Brooks, the contestant, she was disinherited, and what .would have been her share under the former document and the statutes of descent, was given or devised t® his son. Harry, the proponent of the will here under contest. Harry was given one-half of the estate.

There existed some indebtedness against this land, and it seems that it was the desire of M. Creger. the deceased,' that his children keep up these small periodical payments. Mrs. Brooks, the contestant, never contributed to these payments, but the others [78]*78apparently made one or more of these payments consisting of about $65 each.

The deceased at all times was on friendly terms with all his children. During the last years of his life he was in feeble and declining health. The year preceding his death he spent a considerable portion of the time with his son, Harry, the proponent of the will, and with his daughter, Mrs. Brooks, the contestant. He was staying at the home of the contestant up until two days before his death.

Harry testified that the will was executed while his father (M. Oreger) was staying at his home near Comanche, Okla., and that during the execution of the will he read a portion of the document. Another witness, not incompetent to testify to the transaction, testified that on or about that date she saw the deceased writing something which he said, after its completion, was his will. This testimony is somewhat vague, and materially conflicts with much of the testimony of the witness Harry Creger.

The remaining brother and sister of Harry and Mrs. Brooks testified that the will was in the handwriting of their father; and that their father at one time had expressed an intention of not devising any of the land to his daughter, Mrs. Brooks.- This testimony, however, is exceedingly meager and indefinite. Two or three other witnesses, apparently with no interest in the controversy, testified that the proffered will was in the handwriting of the purported' testator, M. Creger.

On behalf of the contestant, two disinterested -witnesses testified that just before the death of M. Creger he made statements to them in substance that he intended that his children should share equally In his land.

The will was found by the wife of Harry Creger, and found in a small satchel at Edmond in a room which was kept there by Harry Creger. After the death and burial of the deceased, Harry Creger sent his wife from where they lived in Southern Oklahoma to Edmond to look for the will, and she found it. The other facts in the ease will be related further in the opinion.

Of the numerous questions presented, we need to discuss only four, namely: (1) The effect of admitting evidence of oral declarations of the deceased, or testator, concerning his intentions relative to the disposition of his property in his will or at his death; (2) the effect of admitting over the objections of the adverse party testimony of the proponent of the will and a beneficiary therein, (when such testimony went to the question of the execution of the document; (3) the province of this court on review of a judgment admitting or denying a will to probate; and (4) whether or not the weight of the testimony supports the finding and judgment of the court. This brings us to the vital question — -Whether or not the will or purported will was the handiwork of M. Creger.

In proceedings to probate a will, there is considerable conflict in the authorities on the question of the admissibility of declarations of the deceased as to his wishes and intentions concerning a testamentary disposition of his property, even in a contest where the issue is the execution of the will.

A majority of the text-books on the subject, and even that valuable treatise on the law of wills, Cyc. vol. 40, pp. 1311-1314, states that the general rule is that such evidence is not admissible. This language, however, implies that under certain conditions such evidence may be received. Plaintiff in error cites this text, and also the leading case committed to this doctrine, which is Throckmorton v. Holt, 180 U. S. 552, 21 Sup. Ct. Rep. 474, 45 L. Ed. 663. The Throckmorton Case holds that the declarations of the testator, both antetesta-mentary and posttestamentary, are not admissible to prove or .disprove the making of a will. A large number of the cases are in accord with this doctrine.

Perhaps a majority of the earlier cases are in harmony with the Throckmorton .Case. Perhaps on account of the prestige of the Supreme Court of the United States, the case of Throckmorton v. Holt doubtless overshadowed for a time the decisions of the state courts, which took the opposite view. Recently, however, the case has not been followed to any great extent, and we believe now that it is against the great numerical weight of the authorities, as well as it is against reason and the natural rule of relevancy. In re Thompson’s Estate (Cal.) 253 Pac. 697; Estate of Thompson (Cal.) 198 Pac. 795; Estate of Sweetman (Cal.) 195 Pac. 918; In re Estate of Morrison, 198 Cal. 1, 242 Pac. 939; Hoppe v. Byers, 60 Md. 381; Adams v. Ristine, 138 Va. 273, 122 S. E. 126; Samuel v. Hunter’s Ex’s, 122 Va. 636, 95 S. E. 399; Maxwell v. Ford (W. Va.) 136 S. E. 777; Atherton et al. v. Gaslin et al., 194 Ky. 460, 239 S. W. 771; Baird et al. v. Schaffer et al. (Kan.) 168 Pac. 836, L. R. A. 1918D, 638; In re Johnson’s Estate (Wis.) 175 N. W. 917; In re Bailey, 180 N. C. 30, 103 S. E. 896; State v. Ready, 78 N. J. L. 601, 75 A. 564, 28 L. R. A. (N. S.) [79]*79240; Aldrich v. Aldrich, 215 Mass. 170, 102 N. E. 487, Ann. Cas. 1914C, 906; Ewing v. McIntyre, 141 Mich. 517, 104 N. W. 787; Managle v. Parker, 75 N. H. 143, 71 Atl. 637, 24 L. R. A. (N. S.) 180, Ann. Cas. 1912A, 269; Swope v. Donnelly, 190 Pa. 417, 42 Atl. 882, 70 A. S. R. 637; Johnson v. Brown, 51 Tex. 65.

For a long period of time, California held to the doctrine announced in the Throck-morton Case, but, during the last decade, in several well-considered' and exhaustive opinions on the point, the highest court of that state has definitely committed itself to the opposite view. The California cases cited above announce and illustrate its present rule. The case of Maxwell v. Ford, supra, was a case involving the question of whether a purported holographic will was genuine. In the course of the opinion the court said:

“In one of Freeman’s notes, 107 Am. St. Rep. 461, that celebrated annotator, in discussing holographic wills, says:

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