Coleman v. Dooley

240 N.W. 342, 59 S.D. 403
CourtSouth Dakota Supreme Court
DecidedJanuary 25, 1932
DocketFile No. 7055
StatusPublished

This text of 240 N.W. 342 (Coleman v. Dooley) is published on Counsel Stack Legal Research, covering South Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Coleman v. Dooley, 240 N.W. 342, 59 S.D. 403 (S.D. 1932).

Opinion

WARREX, J.

The appeal is from the judgment and an order denying a motion for a new trial. Mary Daly was a -widow, eighty-one years of age at the time she executed a certain purported last will and testament. For a number of years she had been an invalid and unable to take care of herself and her ordinary business affairs; her hearing was impaired to such an extent that she could hear with difficulty. She was unable to read or write. In 1915, while residing in New Jersey, she met one Joseph A. Delaney, who was practicing law at Paterson', N. J. She employed him as her attorney to conduct a will contest. It seems that she became very [405]*405.friendly with Delaney; that he invited her to his house, where she visited a number of times with him. and his family. During Mrs. Daly’s stay in New Jersey he looked after and attended to certain matters for her and advised in several business affairs. In 1922, she moved from New Jersey to South Dakota. Considerable correspondence took place after Mrs. Daly reached South Dakota. Delaney seems to have written her as often as every -two months. Delaney for some thirteen years previous to the execution of the will occupied a position-of trust, first as district judge, later judge of the -court of common pleas of New Jersey. Mrs. D-aly knew the members of Judge Delaney’s family. It would' seem that the youngest 'boy, Joseph Kent Delaney, was some four or five years of age at the time Mrs. Daly moved to South Dakota.

On September 30, 1928, Delaney and his wife arrived at Tyndall, S. D., from New Jersey to visit the testatrix. They arrived . Sunday afternoon, and on Monday, Delaney and- Father Dooley, the proponent, the priest of the local Catholic Church, drove to testatrix’ farm, which was located some 20 miles southwest of Tyndall, for the purpose of inspecting it. On Tuesday, Mrs. Daly and Delaney spent some time in a room presumably talking over matters that may have related to a certain will; during this meeting directions were given to Mrs. Bo-uma to go. to the bank and bring Mrs. Daly’s will which- had been drafted some time previous thereto by Judge Kirk. From the testimony, it would appear that immediately after the meeting, Delaney engaged himself with the preparation of a certain will which it appears he drafted and directed the action of the testatrix and had it signed, witnessed, and' attested. On Thursday evening or on early Friday morning, Delaney and his wife left Tyndall. The will gave to Delaney in trust for his son Joseph Kent Delaney, who was then about eleven years of age, property to the value of $25,000 (the value seems to be conceded), or about five-sixths of the testatrix’ entire estate. It is contended that the will was not read to the testatrix in the presence or hearing of the witnesses, nor were the testatrix, nor the witnesses, informed of its -contents at the time" of its execution, notwithstanding the fact that the testatrix could not read the will herself. Delaney does not claim that he is a relative of Mrs. Daly. However, in the last, will and testar ment that he drafted, or at least in his duties as a scrivener, he [406]*406permitted himself and' his son to be styled as such, and as follows: “I give, devise, and bequeath to my cousin Joseph A. Delaney to be held in trust by him for his son Joseph Kent Delaney.”

After the purported will had been signed and witnessed, Delaney placed it in an envelope and sealed it and handed it to Mrs. Bouma, the housekeeper of testatrix, and told her to take it to the bank (this is denied by Delaney). There is evidence to the effect that the testatrix protested against. taking the will to the bank, saying that she wanted to keep it in the house. There is also evidence to the effect that testatrix on several occasions asked Mrs. Bouma to read the will to her. On another occasion she tried to get Dr. Moore to read the will to her and that she tried to enlist the services o-f Mrs. Boschma to read the will. At one time Mrs. Bouma suggested to the testatrix that she get Father Dooley, the proponent, to read the will, and that the testatrix replied: “No, he would broadcast it all over town.” A petition was presented by proponent Rev. M. F. Dooley to the county court for probate of this last will and testament. Thereafter, the probate was denied by the county court and an appeal was then taken to the circuit court, where it was tried and submitted to the court. At the conclusion of which trial, the circuit court made findings, conclusions, and a judgment in favor of the contestants denying proponent’s petition and refused to admit the will to probate.

The appeal to this court presents six assignments of error. These assignments are all based upon appellant’s contention that the evidence is insufficient to sustain the findings, pointing out and alleging that the court erred in finding that the will was not read and the contents made known to the testatrix, and that the court found that the testatrix was unable to move about without assistance and had spent much time in hospitals and in bed and had to have the constant assistance and attendance of other persons and was compelled to and did rely on others to look after her physical wants and attend to her business affairs, and further that the court made findings that the instrument was not a free voluntary act, will, or deed' of the testatrix; that her signature was obtained and procured by undue influence exerted over her by Delaney. Appellant further urges that the court erred in making its conclusion of law that there was a fiduciary relationship existing between" testatrix and Delaney, that the instrument was not the tes[407]*407tatrix’ free voluntary act and signature, and assent thereto was procured and obtained by undue influence of said Delaney, and that said instrument was not the will of Mary Daly.

The foregoing- assignments of error challenge the trial court’s decision upon the testimony presented to him and the application of law applied to the facts, but, as we view it, we feel that it will not be necessary to incumber this opinion with a further recital of facts gathered from the testimony.

Appellant assails the court’s findings and asserts that the relation of attorney and client did not exist when the will was prepared and that it is purely an assumption by the court. The evidence, however, discloses the fact that the testatrix employed Delaney to contest the will of one Daniel Dooley in New York in 1915, and that the said Delaney rendered services to the testatrix as an attorney, and that thereafter he looked after several matters of importance for her and gave her advice. After the testatrix moved -to South Dakota, h.e communicated' with her by letter several times during each year up until the time the will was drawn. There is evidence to the effect that he or his office remitted certain rentals from income property to the testatrix. Certain letters intro-' duced in evidence indicate a personal interest in the testatrix and the letters containing the remittances were undoubtedly either ■written by Delaney or at his express direction. As late as in March, 1924, we find a letter written to a Mr. Edmunds relative to Mrs. Daly’s income tax return in which he stated that he had mailed her a copy of the 1922 return for reference and stated that his vouchers showed that he had sent her during the year interest collected amounting to $225. From the evidence and the correspondence between the parties, it is quite evident that he acted as her legal adviser.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Estate of Keeley v. Ochs
208 N.W. 535 (Supreme Court of Minnesota, 1926)
Steensland v. Noel
134 N.W. 207 (South Dakota Supreme Court, 1912)
Ekern v. Erickson
157 N.W. 1062 (South Dakota Supreme Court, 1916)
Johnson v. Shaver
172 N.W. 676 (South Dakota Supreme Court, 1919)
First National Bank v. Taylor
184 N.W. 244 (South Dakota Supreme Court, 1921)
Citizens' State Bank v. Christiansen
217 N.W. 203 (South Dakota Supreme Court, 1927)
Wright v. Heimstra
218 N.W. 595 (South Dakota Supreme Court, 1928)

Cite This Page — Counsel Stack

Bluebook (online)
240 N.W. 342, 59 S.D. 403, Counsel Stack Legal Research, https://law.counselstack.com/opinion/coleman-v-dooley-sd-1932.