Clark v. Clark

267 P. 534, 125 Or. 333, 1928 Ore. LEXIS 154
CourtOregon Supreme Court
DecidedMarch 15, 1928
StatusPublished
Cited by11 cases

This text of 267 P. 534 (Clark v. Clark) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Clark v. Clark, 267 P. 534, 125 Or. 333, 1928 Ore. LEXIS 154 (Or. 1928).

Opinion

RAND, C. J.

This is a proceeding to contest the validity of a codicil to a will. Thresea Clark, the testatrix, died testate on April 30, 1924, and left surviving her four children, who were her sole heirs at law. Of these one is the contestant. Two are the proponents of the will, and the fourth is not made a party to these proceedings. There is no allegation or proof of fraud, coercion, duress or undue influence, nor is there any contention that the codicil was not executed with all of the formalities required by law. The sole charge made is that testatrix at the time of its execution did not have testamentary capacity to make a will. The will was made October 10, 1923, and the codicil on November 22d following. By the terms of the will, testatrix gave and devised her property in equal shares to her four children. The codicil provided that:

“In the event any of my said children collect any insurance on my life either fraternal or otherwise, it is my will that any money so collected shall be deemed an advance from my estate to the child collecting the same and such collection shall be taken into account in any distribution of my estate.”

*337 Contestant also contends that the codicil is void for the reason that it attempted to dispose of property which upon her death, it is claimed, did not belong to the estate. This contention will be considered later.

It is a settled principle of law that a person of lawful age has testamentary capacity to make a will if at the time of its execution he has sufficient mental ability to understand and comprehend the nature of his act, the value, condition and extent of his property, his relations to the persons about him, the number and names of those who are the natural objects of his bounty, and regarding such matters to form a rational judgment: 1 Alexander’s Commentaries on Wills, § 329. In stating this principle, this court has said in Ames v. Ames, 40 Or. 495 (67 Pac. 737):

“ * * The rule is settled in this state that if a testator at the time he executes his will understands the business in which he is engaged, and has a knowledge of his property, and how he 'wishes to dispose of it among those entitled to his bounty, he possesses sufficient testamentary capacity, notwithstanding his old age, sickness, debility of body, or extreme distress.”

The rule thus stated was restated with approval in Collins v. Long, 95 Or. 63 (186 Pac. 1038). See, also, In re Diggins’ Estate, 76 Or. 341 (149 Pac. 73); In re Sturtevant’s Estate, 92 Or. 269 (178 Pac. 192); In re Failing Will, 105 Or. 365 (208 Pac. 715); and it has been held in the Sturtevant case, supra, that a man may be capable of making a will and yet be incapable of making a contract or managing his estate.

Applying this principle to the facts of this case, we think that the evidence clearly shows that testatrix at the time she executed her codicil was of sound and disposing mind and memory. The codicil was prepared by Mr. John K. Kollock, a well-known lawyer *338 of Portland, and signed by testatrix in his presence and attested by him and two others. According to his testimony, testatrix had a full and complete understanding of the disposition which she wanted to make of her property and of the persons to whom she wanted it to pass and the amounts which she wanted each to receive. Among other things, he testified:

“I asked her what she wanted done, and she said she wanted a codicil drawn so that all of her children would receive an equal amount under the will; and she stated to me that there was some insurance, and she wished that taken into account on the distribution, so that they would ultimately, by all sources, receive the same amount of money. I am only summarizing what she said. It took her some time to say that; she was very weak, but apparently thoroughly understood what she was saying to me. I had no question at the time but that she thoroughly understood what she was asking me to do, and when I read the will over to her, I read, the will over to her (meaning the codicil), I said, ‘Is that just what you want, Mrs. Clark?’ She said, ‘That’s just what I want.’ ”

According to Mr. Kollock’s testimony he read the codicil to testatrix before it was executed and again immediately thereafter. The other two subscribing witnesses to the codicil both testified to the effect that the codicil was read to testatrix by Mr. Kollock and that testatrix assented to its terms and that testatrix fully understood the disposition she was making of her property. Their testimony in every way corroborates the testimony of Mr. Kollock. No other persons were present at the time and there is no fact or circumstance testified to which in any way discredits the testimony of these three subscribing witnesses. The testimony of these witnesses was taken before an able and experienced; trial court, who found that testa *339 trix did have testamentary capacity at the time she executed the codicil and we concur in that finding.

The will was made about six weeks before the codicil. There is no claim made that the will itself is invalid; that it was valid is admitted by contestant. There is no evidence of any change in the mental condition of testatrix between the time when she made her will and the time when she made the codicil. The will was executed in the office of her physician and he testified that testatrix was at that time of sound mind. He was called to attend testatrix at the time the codicil was made, but did not attend. He did, however, visit testatrix on the following day and at that time he found that testatrix’s mind was, as he expressed it, “dazed and confused” but at that time he testified that she knew the persons present and understood what was said to her. Testatrix was about eighty years of age and was much enfeebled at the time she made the codicil. Those circumstances alone are not sufficient to invalidate a will. The rule is that if a testator, when executing his will, understands what he is doing, knows what he has to dispose of and how he wishes it distributed, he has testamentary capacity, though he may be very old and ill and extremely debilitated and distressed: Swank v. Swank, 37 Or. 439 (61 Pac. 846); Ames v. Ames, supra, and other cases above cited.

It appears from the evidence that for some two or three years prior to the death of testatrix her business affairs had been conducted by a guardian, three such having been separately appointed. This fact is referred to as affording some ground for holding the codicil invalid. It is well settled in this state that while the appointment of a guardian by a court *340 of competent jurisdiction creates a presumption that the person for whom the guardian is appointed is not of sound and disposing mind and memory, yet it is equally well settled that the presumption is a disputable and not a conclusive one and may be overcome by other evidence: Ames v. Ames, supra; In re Sturtevant’s Estate, supra; Collins v. Long, supra. The testimony in this case was sufficient to overcome such presumption.

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Cite This Page — Counsel Stack

Bluebook (online)
267 P. 534, 125 Or. 333, 1928 Ore. LEXIS 154, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clark-v-clark-or-1928.