Carter v. First Trust Co.

189 N.W.2d 695, 291 Minn. 138, 1971 Minn. LEXIS 1003
CourtSupreme Court of Minnesota
DecidedAugust 20, 1971
DocketNo. 42875
StatusPublished
Cited by11 cases

This text of 189 N.W.2d 695 (Carter v. First Trust Co.) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carter v. First Trust Co., 189 N.W.2d 695, 291 Minn. 138, 1971 Minn. LEXIS 1003 (Mich. 1971).

Opinion

Murphy, Justice.

Appeal from a judgment of the District Court of Mower County in a will contest case determining that the last will and testament of Marion S. Jenks be allowed and admitted to probate and affirming the order of the probate court of that county allowing the will.

Contestant, Warren S. Carter, Jr., is the grandnephew of the decedent, Marion S. Jenks, and had she died intestate, he would have been the sole heir to her estate. His three daughters, Susan Carter Well, Mary Carter Bellows, and Deborah Ann Carter, are the beneficiaries under the terms of a trust created by the will [140]*140in the principal amount of $30,000, over which trust the executor of the will, First Trust Company of St. Paul, is named as trustee. After various bequests, the will provides that the residue go to the American Red Cross. It appears that the estate had a value at the date of death in excess of $1 million, and after payment of the bequests, the amount left to the residuary legatee would be in excess of $830,000.

The contestant’s principal complaint is that the decedent did not know the extent of her holdings and their true value and that she never intended to leave to the American Red Cross the large sum which constitutes the residue of the estate. The trial court observed that the contestant “only contests, on the issue of testamentary capacity, that portion of the will of Marion S. Jenks which deals with the residuary clause wherein the American Red Cross is principal beneficiary.”

The issue with reference to the testamentary capacity of the decedent was fully tried. An examination of the record supports the findings of the trial court that the decedent possessed testamentary capacity at the time of the execution of the will and that there was no credible evidence to the contrary. Although decedent executed the will on August 2, 1965, at the age of 92, the record as a whole establishes that she was a remarkably alert and intelligent woman in spite of her advanced years. The mass of documentary evidence submitted includes considerable correspondence of the decedent. After examining this evidence, the court observed:

“* * * Reading her letters, which one must, to learn something more about Marion S. Jenks, her attitude, her outlook, her knowledge of things, her complete compassion and regard for others * * *, and in the mind’s eye to know Marion S. Jenks, without ever having met her, one can only conclude that, if in her 93rd year and her 94th year, she could typewrite the letters that she did, and express with clarity the thought that she did and manifest the wit that she did, she must have been a remarkable person.”

[141]*141In considering the pivotal issue, the trial court in a helpful memorandum stated:

“It is claimed by contestant that Marion S. Jenks lacked testamentary capacity because she did not actually know the outside boundaries and full extent of her property on August 2nd, 1965. No other element included in the test to determine testamentary capacity is seriously challenged.”

The bulk of the decedent’s assets consisted of stocks and bonds managed by the proponent of the will, First Trust Company of St. Paul. She received from the trust company monthly reports of the transactions in her account, and in November of each year she received an annual report, including an inventory of the securities in her account. The evidence indicates that as late as November 19, 1965, 3% months after the execution of the will, she received an annual report which showed the market value of her specified assets to be $907,566. Since the great weight of the evidence fully established that the decedent was, as one witness put it, “a very brilliant woman, very astute for her age, and in the vernacular, ‘sharp as a tack’,” it would be expected that she read the reports submitted to her and was aware of the facts they contained.

It would appear from the evidence that the contested will contains the same general plan of distribution as six previous wills had contained. See, Nieman v. Schnitker, 181 Ill. 400, 55 N. E. 151. The many letters and other writings of the decedent which were received in evidence continued until shortly before her death and indicate that the decedent maintained a keen and active mind. It is the generally recognized rule that testamentary capacity requires only that the testator have capacity to know and understand the nature and extent of his bounty, as distinguished from the requirement that he have actual knowledge thereof. The subject is discussed as follows in 57 Am. Jur., Wills, § 65:

“Some authorities in stating the general rule by which testa[142]*142mentary capacity is determined use language which is subject to the implication that such capacity depends upon the testator’s knowledge of the extent of his property, the objects of his bounty, and similar matters. It need not be shown, however, that he actually recollected all such facts; it is sufficient if he was mentally capable of doing so. The rule that requires the testator to be capable of ascertaining in his mind the items of his property and the natural objects of his bounty does not mean that he must have such information collected in his mind at one time. It is sufficient that he be able to retain the specified facts in mind long enough to have his will prepared and executed. Persons of large means rarely know precisely what property they own or even the nature and present condition of every considerable item of it.”

No useful purpose would be served by an extensive citation of decisions and other authorities bearing generally upon the test or definition of testamentary capacity. The following statement from 20 Dunnell, Dig. (3 ed.) § 10208, presents a fair summary of Minnesota decisions:

“* * * The test is not whether the testator did the best or the wisest or the theoretically just thing in his will; but, did he have sufficient active memory to collect in his mind and comprehend, wthout prompting, the condition of his property, his relations to his children and other persons who might properly be his beneficiaries, and the scope and bearing of his will, and to hold these things in his mind a sufficient length of time to perceive their obvious relations to each other, and be able to form some rational judgment in relation to them. A person who has mental power to understand and transact ordinary business has capacity to make a valid will. The truth of this cannot be doubted, but it must not be understood to mean that that degree of mental power and vigor is requisite to testamentary capacity. Mental perception and power to think and reason of a lesser degree may be all that is requisite to the full understanding of everything involved in the execution of a will. The real question is, did he, at the time [143]*143of making the instrument purporting to be his will, have such mind and memory as enabled him to understand the particular business in which he was then engaged.”

We conclude that the evidence in this case fairly establishes that Marion S. Jenks possessed testamentary capacity at the time of the execution of her will on August 2, 1965.

It would appear that contestant’s principal claim of error is that the trial court held him to a higher burden of proof than that required by law in a will contest case.

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In Re Estate of Jenks
189 N.W.2d 695 (Supreme Court of Minnesota, 1971)

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Bluebook (online)
189 N.W.2d 695, 291 Minn. 138, 1971 Minn. LEXIS 1003, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carter-v-first-trust-co-minn-1971.