Commercial National Bank & Trust Co. v. Kail

311 N.W.2d 903, 209 Neb. 812, 1981 Neb. LEXIS 982
CourtNebraska Supreme Court
DecidedOctober 30, 1981
Docket43593
StatusPublished
Cited by15 cases

This text of 311 N.W.2d 903 (Commercial National Bank & Trust Co. v. Kail) 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
Commercial National Bank & Trust Co. v. Kail, 311 N.W.2d 903, 209 Neb. 812, 1981 Neb. LEXIS 982 (Neb. 1981).

Opinion

*814 Caporale, District Judge.

The appellant urges that the District Court erred when it affirmed the judgment of the county court and adjudged that her sister’s last will and testament be admitted to probate. We affirm the findings and judgment of the District Court.

This is an action at law which, under the procedures existing at that time, was triable to a jury on appeal from the county court to the District Court. See Neb. Rev. Stat. §§ 25-1104, 30-1601, and 30-1606 (Reissue 1979). The parties elected to waive a jury. Accordingly, on this appeal, the findings and judgment of the District Court as the trier of the facts have the same force as a jury verdict and will not be set aside if there is sufficient competent evidence to support them and they are not clearly wrong. Koperski v. Husker Dodge, Inc. 208 Neb. 29, 302 N.W.2d 655 (1981); In re Estate of Bouma, 206 Neb. 209, 292 N.W.2d 37 (1980).

One possesses testamentary capacity if he understands the nature of his act in making a will, knows the extent and character of his property, knows and understands the proposed disposition of his property, and knows the natural objects of his bounty. Anderson v. Claussen, 196 Neb. 787, 246 N.W.2d 586 (1976); Holman v. Morrison, 186 Neb. 159, 181 N.W.2d 441 (1970). Such capacity is tested by the state of a testator’s mind at the time he executes his will. Thomas v. Vaughan, 181 Neb. 673, 150 N.W.2d 241 (1967). Although competent evidence of a testator’s condition of mind long before, closely approaching, and shortly after the execution of a will is admissible, it is received only to assist in revealing his state of mind at the time the will was executed. In re Estate of Woodward, 147 Neb. 270, 23 N.W.2d 75 (1946).

It is the duty of the proponent of a will, in the first instance, to make a prima facie case as to testamentary capacity; it then devolves upon the contestant to overcome the presumption arising therefrom, after which the burden of proving testamentary capacity *815 by a preponderance of the evidence devolves upon the proponent. Moore v. Moore, 158 Neb. 620, 64 N.W.2d 301 (1954); In re Estate of Wahl, 151 Neb. 812, 39 N.W.2d 783 (1949).

We review the appellant’s assignments of error in light of the above-stated scope of review and rules relating to testamentary capacity and its proof. She asserts the following errors resulted in the erroneous finding that testatrix possessed the requisite capacity and the adjudication that the will be admitted to probate: (1) The admission into evidence of certain opinion evidence concerning mental competence; (2) The exclusion of certain hearsay evidence; and (3) The failure to give weight to inferences drawable from appellee’s failure to call certain witnesses and to ask concerning testamentary capacity of a witness who did testify.

The will was executed August 1, 1968, and devised the major portion of the decedent’s estate to her husband, if he survived; if not, to her and his nieces and nephews. The decedent’s husband did not survive her.

The appellee, Commercial National Bank and Trust Company of Grand Island, Nebraska, as successor personal representative and proponent of the will, made a prima facie case on the issue of testamentary capacity. The attorney who drafted the will and acted as an attesting witness testified that on the date in question the testatrix possessed testamentary capacity. Thereafter, the appellant adduced evidence, as the contestant, that at various times before, closely approaching, and shortly after the will was executed, the decedent was markedly confused, unkempt, uncommunicative, and dressed inappropriately. There was medical evidence that the decedent suffered from chronic brain syndrome and was markedly senile. One physician testified that, in his opinion, if confusion in such persons is continuous, as was the case here so far as he was concerned, the mental *816 state is not variable. Another physician, on the other hand, opined that the mental condition of such persons can vary at different times from confused to clear.

In rebuttal, the proponent adduced testimony which contradicted that of the contestant on the questions of decedent’s confusion, grooming, communicativeness, and manner of dress. One such witness, who testified to a number of transactions he had had with the decedent at various times, at one point stated he did not know whether the decedent knew and understood the will’s provisions on the day she signed it. Subsequently, he was allowed to testify, over objection that the question had been asked and answered and proper foundation was lacking, that decedent was competent in August 1968. Although there may have been no foundation for an opinion as to decedent’s testamentary capacity on the day the will was executed, that was not the question. The witness had testified as to an agreement decedent had entered into on August 15, 1968, and thus there was foundation for an opinion as to competency in August 1968 generally. Thus, appellant’s first assignment of error is without merit.

The trial court excluded certain hearsay offered by the appellant, consisting of statements concerning decedent’s mental state attributed to her dead husband and descriptions of testatrix’s behavior imputed to one of her dead friends. Hearsay is not admissible, except under certain exceptions. Neb. Rev. Stat. § 27-802 (Reissue 1979). The hearsay statement of an unavailable declarant is not excluded, provided its probative value is not substantially outweighed by the factors enumerated in Neb. Rev. Stat. § 27-403 (Reissue 1979), even though not covered by specific exceptions, if there are equivalent circumstantial guarantees of trustworthiness as underlie, the specific exceptions, and if “(i) the statement is offered as evidence of a material fact, (ii) the statement is more probative on the point for which it is offered than any other evidence which the proponent can procure *817 through reasonable efforts, and (iii) the general purposes of these rules and the interests of justice will best be served by admission of the statement into evidence.” Neb. Rev. Stat. § 27-804(2)(e) (Reissue 1979).

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

Related

State v. Matteson
985 N.W.2d 1 (Nebraska Supreme Court, 2023)
In re Estate of Gabel
Nebraska Court of Appeals, 2019
In Res Estate of Ellis
616 N.W.2d 59 (Nebraska Court of Appeals, 2000)
Yarpe v. Lawless Distributing Co.
587 N.W.2d 417 (Nebraska Court of Appeals, 1998)
State v. Yelli
530 N.W.2d 250 (Nebraska Supreme Court, 1995)
Contra Costa County Ex Rel. Petersen v. Petersen
451 N.W.2d 390 (Nebraska Supreme Court, 1990)
In Re Estate of Markus
442 N.W.2d 883 (Nebraska Supreme Court, 1989)
Meier v. STATE, DEPT. OF SOCIAL SERVICES
417 N.W.2d 771 (Nebraska Supreme Court, 1988)
In Re Estate of Villwok
413 N.W.2d 921 (Nebraska Supreme Court, 1987)
Williams v. Collins Communications, Inc.
720 P.2d 880 (Wyoming Supreme Court, 1986)
In Re Estate of Price
388 N.W.2d 72 (Nebraska Supreme Court, 1986)

Cite This Page — Counsel Stack

Bluebook (online)
311 N.W.2d 903, 209 Neb. 812, 1981 Neb. LEXIS 982, Counsel Stack Legal Research, https://law.counselstack.com/opinion/commercial-national-bank-trust-co-v-kail-neb-1981.