Crosby v. Hunt

15 N.W.2d 501, 218 Minn. 149, 1944 Minn. LEXIS 472
CourtSupreme Court of Minnesota
DecidedJuly 14, 1944
DocketNo. 33,736
StatusPublished
Cited by2 cases

This text of 15 N.W.2d 501 (Crosby v. Hunt) 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
Crosby v. Hunt, 15 N.W.2d 501, 218 Minn. 149, 1944 Minn. LEXIS 472 (Mich. 1944).

Opinion

Streissguth, Justice.

The lower court, upon conflicting evidence, found that Wilson G-. Crosby possessed testamentary capacity at the time of the execution of his last will and testament, dated November 22, 1929. Under well-settled rules, the trial court’s finding upon this fact issue is binding upon us, such finding not being clearly and manifestly against the evidence. No purpose can be served in discussing the evidence in detail.

J. W. Hunt, an attorney at Duluth, was permitted to testify as to testator’s competency. He had not signed the will as' a witness thereto, but it was signed in his presence. Hunt had been Crosby’s personal attorney for many years and had intimate knowledge of Crosby’s affairs, business and personal. Besides, the 1929 will, here being contested, Hunt had previously prepared two wills for Crosby dated in 1923 and 1927. He had also handled much of [151]*151testator’s business under a general power of attorney and had conferred and corresponded with testator at frequent intervals for a period of many years; but he was well advanced in years at the time of the trial, and his recollection of details had failed to a considerable extent.

Hunt not having signed the will as a witness, it was necessary that he state facts within his knowledge and base his opinion on such facts. In re Will of Pinney, 27 Minn. 280, 6 N. W. 791; In re Estate of Olson, 176 Minn. 360, 223 N. W. 677. This rule was recognized at the trial, and, by way of foundation, Hunt was asked as to his transactions with testator. His recollection was not clear and precise, but he did testify that he prepared the will on the basis of suggestions made by Crosby, that he and Crosby talked, about certain provisions of the will, and that he remembered all the conversations, though not their details. He stated: “I couldn’t state the substance of those conversations now, but it related to the will and just what property should be in, and how the former will should be changed.” However, in some detail, he related his contacts with Crosby, both as a fellow attorney at law and as a client over a period of many years, prior to and following the execution of the 1929 will.

Conceding that the foundation for Mr. Hunt’s opinion was considerably weakened by his lapse of memory and that the foundation for his opinion was slight, yet the sufficiency of that foundation was a matter largely within the discretion of the trial court. In re Estate of Olson, 148 Minn. 122, 180 N. W. 1009; In re Estate of Olson, 176 Minn. 360, 223 N. W. 677, supra. We find no abuse of that discretion here.

In reference to the appointment of executors, the will provides :

“Article Eighth.
“* * * I make, constitute, and appoint my said wife, LaBurtte Shepard Crosby, and James W. Hunt, of Duluth, Minnesota, to be the joint executors and the joint trustees of this, my last will and testament. I request that the said James W. Hunt, at the' time of [152]*152making each annual statement hereinabove required, or at such other time as he may wish, or by a provision in his will, as he may elect, shall designate some person to act as executor and/or trustee in the case of his own death or disability, such designation to be in writing signed by him and retained in his possession, and I request that such designation be given due weight by any court or judge who may thereafter be called upon to appoint a new executor or trustee to take the place of the said James W. Hunt.
# * # * *
“If the said James W. Hunt shall make no such designation, or if the person so chosen by him shall not act, I desire that The First and American National Bank of Duluth shall be appointed by the proper court as such executor and/or trustee to succeed the same James W. Hunt.”

Crosby’s wife preceded him in death. Hunt did not qualify as executor. Instead, by a formal instrument dated October 23, 1942, he relinquished his right to act as executor and requested “that the Court appoint the First and American National Bank of Duluth as the executor of said will in compliance with the provision of said will naming said bank as executor in my stead in case of my disability to act as such.”

Appellants contend that the First and American National Bank was not an “executor named in the will” within the meaning of Minn. St. 1941, § 525.25 (Mason St. 1940 Supp. § 8992-58), providing: “If any executor named in the will is found by the court to be suitable and competent to discharge the trust, he shall be appointed”; that appellants, as testator’s sole heirs at law, were therefore entitled to have their nominee, the Northern National Bank, appointed as administrator with the will annexed. This presents two questions: (a) Whether testator’s “request”'that Hunt “designate some person to act as executor * * * in the case of his own * * * disability,” and his further request that “such designation be given due weight by any court or judge who may thereafter be called upon to appoint a new executor or trustee to take the place of the said James W. Hunt,” followed by Hunt’s formal [153]*153designation of the First and American National Bank of Duluth, constitute that bank an “executor named in the will” within the meaning of the statute; and (b) assuming that Hunt’s! designation of the bank was not mandatory or that the designation was entirely ineffective, whether the final sentence expressing a desire that the bank be appointed “to succeed” Hunt has become operative.

Emphasis is placed upon these expressions in the will: “new executor * * * to take the place of” and “executor * * * to succeed the said James W. Hunt,” as well as on the clause that Hunt was to make his designation at the time of his “making each annual statement * * *, or at such other time as he may wish,” and! it is argued that because Hunt himself never qualified as executor or filed an annual statement, therefore his power of appointment never became effective. The contention is that there was no absolute power or right of designation given to Hunt, he having been delegated to make a designation or nomination only in case he himself first qualified and commenced serving as executor. As to the first question, it is also argued that testator’s only request was that any designation by Hunt be given “due weight” by the appointing court, and that such designation was therefore not binding upon the court to the same extent as if the will had expressly named the bank as executor.

The right of a particular person to act as executor of a will is, under our statute, dependent upon his being “named” as such in the will, assuming, of course, that he is qualified and suitable. Such naming may be specific, or the right to name may be delegated to a third person. 21 Am. Jur., Executors and Administrators, §§ 56, 57.

No particular form or words need be used in designating the executor. Effect will invariably be given to testator’s intent if such intent can be gathered from the actual language used. 3 Schouler, Wills (6 ed.) § 1509. Technicalities are usually brushed aside and “great liberality * * * exercised in committing the execution of wills to those indicated in any manner by the will as the testator’s [154]*154choice, so as not to disappoint his wishes.” 21 Am. Jur., Executors and Administrators, § 56.

“* * * The selection and designation may be immediate and expressed, or it may be constructive or by implication, or it may be delegated by the will.

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Related

State Ex Rel. Seifert v. Smith
110 N.W.2d 159 (Supreme Court of Minnesota, 1961)
In Re Estate of Crosby
15 N.W.2d 501 (Supreme Court of Minnesota, 1944)

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Bluebook (online)
15 N.W.2d 501, 218 Minn. 149, 1944 Minn. LEXIS 472, Counsel Stack Legal Research, https://law.counselstack.com/opinion/crosby-v-hunt-minn-1944.