Cook v. Covert

148 P.2d 790, 174 Or. 207, 1944 Ore. LEXIS 15
CourtOregon Supreme Court
DecidedApril 26, 1944
StatusPublished
Cited by2 cases

This text of 148 P.2d 790 (Cook v. Covert) 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
Cook v. Covert, 148 P.2d 790, 174 Or. 207, 1944 Ore. LEXIS 15 (Or. 1944).

Opinion

KELLY, J.

The purported will under attack herein was signed by decedent on the 5th day of July, 1941, in the presence of Robert L. Thomas, M. I)., and Eva Rasmussen, who signed the document as attesting witnesses. These parties and the attorney, who prepared the purported will, were in the office of Dr. Thomas at the time.

This ease is distressingly disconcerting because it presents a bitter controversy between a brother and a sister, each of whom assails the character and veracity of the other.

At the outset we are confronted with a procedural question. This question arose because a trial was first had before Honorable John M. Pipes, Judge pro tempore, resulting in a decree sustaining the will and admitting the same to probate, after which, upon motion of contestant, an order was made setting aside that decree and ordering a new trial.

It is urged by proponent that because this proceeding is in the nature of a proceeding in equity, the *209 trial court should have reopened the case for additional testimony instead of granting a new trial; and that error was committed in granting a new trial. We t.h in It that the approved procedure in cases in equity is as suggested by proponent; but, as stated in Mannix v. Harju, et al., the effect of the order granting a new trial was to vacate and set aside the decree which had been entered in the cause.

“This left the case as it was before the entry of a decree and restored in the court its power to enter a proper decree or do any other act which the court could lawfully have done before the entry of the vacated decree.” Mannix v. Harju, et al., 125 Or. 258, 260, 266 P. 238.

The admission of the trial court of the testimony comprising the transcript before us did not prejudicially affect either or any of the parties hereto except by materially increasing the expense of the proceeding. This unnecessary expense we deplore, but no means of avoiding it now are at hand.

In this connection, it should be borne in mind that Judge Pipes did not participate in the second trial of this case and Judge Dobson, before the case was finally tried, was not familiar with the testimony given at the first trial. A complete transcript of the testimony heard by Judge Pipes was not offered for the consideration of Judge Dobson.

Among the affidavits in support of contestant’s motion, to set aside the decree of Judge Pipes, was an affidavit by Emma Peutz which purported to state the testimony which that affiant would give if called as a witness. Because of her physical disability, she was not called to testify at the trial before Judge Dob-son. Her testimony, if it conformed to her affidavit, *210 would have been cumulative only, and we think no error was committed in concluding the trial without hearing her testimony. Certainly no error could Be ascribed because Judge Pipes, in granting contestant’s motion, relied upon the statements in her affidavit.

These considerations impel us to hold that no prejudicial error was committed at the last trial in trying the case de novo.

The controlling question on the merits is whether or not in executing the purported will in suit Mrs. Florence Fuson- Cook was acting under the influence and dominance -of her son the proponent, Lawrence H. Cook.

A careful consideration of the record convinces us that at the time just mentioned the decedent was unduly influenced by the proponent.

At the risk of being prolix, the writer ventures to review the circumstances culminating in the making of the will in suit.

For the sake of clarity, Florence Fuson Cook will be termed the decedent, Lawrence H. Cook will be designated as the proponent, and his sister, Arvilla Cook Covert, will be referred to as the contestant. In this way the writer hopes to avoid the result of too many cooks.

The decedent was approximately 78 years old when she signed the will in suit. A consideration of the testimony of Dr. Jessie L. Brodie, who is the physician who attended her in her final illness, necessarily leads to the conclusion that at that time, namely, upon July 5, 1941, decedent was afflicted with senility.

On September 8, 1941, decedent called upon Dr. Brodie to ascertain the cause of dizziness which at *211 times afflicted her. At that time, according to the doctor’s testimony,

“She had a moderately advanced case of what we call cardio-vascular renal disease, which is a condition which comes on with senility. A wearing out of the blood vessels, heart and kidneys,— arterio sclerosis.”

On May 1, 1941, pursuant to a petition therefor by contestant, decedent was declared by the Probate Court of Multnomah County to be incapable of handling her property and a guardian of her estate was appointed by said court. This guardianship continued until her death on March 22, 1942.

At sometime before March, 1933, Mr. Leslie E. Crouch, an attorney practicing at Portland, prepared a will for decedent wherein decedent left only one dollar to her son, the proponent, and devised and bequeathed the balance of her estate to her daughter, the contestant.

Mr. Crouch remembered that the will just mentioned was executed before proceedings in the matter of the bankruptcy of proponent were instituted which occurred in March, 1933. Mr. Crouch also testified that sometime in 1932 or 1933, at the instance of decedent he prepared deeds conveying decedent’s property to her daughter, the contestant. When those deeds were delivered, according to the testimony of Mr. Crouch, the contestant said:

“Now mamma, I want you to have the income from this property during your lifetime.”

The conversation continued for a time followed by the execution by contestant of deeds conveying a life estate to her mother in the property which the mother *212 had conveyed in fee to the daughter, the contestant herein.

In 1935, Mr. Earl Bernard, an attorney of Portland, instituted suits at the instance of decedent against her daughter the contestant to recover the property conveyed by the deeds prepared by Mr. Crouch. One ' of these suits was filed in the State of Washington as it dealt with property in Yakima, Washington. The other suit was filed in Multnomah County, Oregon. The Yakima case resulted in a decree in favor of decedent. The other suit was settled by stipulation.

In March, 1939, Mr. Bernard filed a suit at the instance of decedent against her son the proponent for an accounting.

On May 10, 1939, at the instance of decedent, Mr. Bernard prepared a will which decedent executed, bequeathing one dollar to proponent, and devising and bequeathing all the rest and residue of her estate to contestant. In this will Mr. Bernard was named as executor. On the 15th day of March, 1940, deeds to the same property were also executed by decedent conveying it to contestant subject to a life estate in decedent. Later those deeds were the subject of another suit by decedent against her daughter the contestant herein.

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Bluebook (online)
148 P.2d 790, 174 Or. 207, 1944 Ore. LEXIS 15, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cook-v-covert-or-1944.