Dobbel v. Reardon

280 P. 204, 100 Cal. App. 357, 1929 Cal. App. LEXIS 288
CourtCalifornia Court of Appeal
DecidedAugust 20, 1929
DocketDocket No. 6939.
StatusPublished
Cited by6 cases

This text of 280 P. 204 (Dobbel v. Reardon) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dobbel v. Reardon, 280 P. 204, 100 Cal. App. 357, 1929 Cal. App. LEXIS 288 (Cal. Ct. App. 1929).

Opinion

NOURSE, J.

This is an appeal from the judgment of the Superior Court rendered upon a verdict of the jury denying probate of the will of Alfred C. Clark. The appeal is presented on typewritten transcripts.

Alfred C. Clark died on March 11, 1926, at the age of seventy years. He left surviving him as his only heir at law his sister Elizabeth Clark Wiley, who was the contestant in the trial court. Subsequent to the trial this contestant died and her administrator has been substituted as party respondent herein.

The decedent’s family moved to Sonoma County in the year 1875 and settled upon a ranch near Glen Ellen. From 1875 to 1898, when the decedent’s father died, the decedent *359 worked with his father on the ranch and in 1898 decedent married and continued to reside with his wife upon the ranch and to farm the same. In 1913 the decedent obtained a divorce from his wife upon the ground of her desertion. He married again in 1916 and his second wife died in 1924. The contestant lived in the same household with decedent until their father’s death, when the contestant moved to another house near by, where she continued to live until her marriage in 1909, when she moved to Ventura County. For many years prior to his death the decedent and contestant were estranged because of controversies arising out of the settlement of the estate of their father and of a brother named George Clark, who died in 1920. The original ranch property had been divided and other properties acquired so that about the time of the father’s death and until the death of the brother George the decedent, in addition to taking care of his own property and of the interest of the contestant, managed and farmed the property belonging to the brother George. George’s property went to the decedent and the contestant and this was subsequently sold by the decedent and the proceeds divided. Prior to the sale of this property the decedent wrote to contestant stating that he could obtain fifteen or sixteen thousand dollars for it and the contestant agreed to accept eight thousand dollars as her share and sent a deed conveying her interest. The property, however, was sold for twenty-five thousand dollars and the decedent insisted upon holding the contestant to her bargain, sending her eight thousand dollars from the proceeds and investing the rest on his own behalf. This occurred in the latter part of 1920 and from that time until decedent’s death the parties drifted apart and during the’ last three years of decedent’s life they did not see each other at all. The will was executed on March 10, 1926, while the decedent was sick in the hospital suffering from hypostatic pneumonia, from which he passed away on the day following. This controversy is referred to as explaining in a measure the decedent’s act in omitting to provide for his sister in his will. The testimony regarding this controversy no doubt bore an important part on the jury’s verdict in favor of the sister and though it has little bearing upon the real issues tried, it should be noted that the jury heard the contestant’s side of the controversy only.

*360 The attack upon the will was based upon the grounds that it was not executed in the manner and form required by law; that the decedent was not of sound or disposing mind or memory and that he was suffering from insane delusions in that he stated that the contestant was possessed of sufficient property and means for her own support and that she was a religious fanatic and that he feared that any property he might leave her would be contributed by her to religious purposes. At the close of contestant’s case the trial judge granted a nonsuit on the issue of the improper execution of the will and the other two issues were submitted to the jury. On these the jury answered that the decedent was not of sound and disposing mind at the time the will was executed and that he was at the time suffering from insane delusions. On this appeal the attack upon the judgment is based upon the ground that the evidence is not sufficient to support the verdict in either particular. The evidence on the part of the contestant rested upon her testimony and that of four elderly women who related numerous idiosyneracies and peculiarities of the decedent generally, running over a period of ten to twenty years prior to the date of the execution of the will. In addition to this, three medical experts were called and in answer to a hypothetical question which had been prepared in advance for them by the contestant they answered that in their opinion the deceased was of unsound mind at the time of the execution of the will. Another witness called by the contestant, the cashier of the bank where the decedent transacted his business, testified as to matters relating to the decedent’s account in the bank, but when asked upon cross-examination his opinion as to the •mental capacity of the decedent the contestant objected and he was prevented from answering. On the part of the proponent testimony was given by the two subscribing witnesses to the will, by the physician and the nurse who were in constant attendance upon him in his last illness, by his family physician, and by many friends and neighbors who testified unqualifiedly that the decedent was of sound mind. Having reviewed all this testimony we are satisfied that the evidence does not support the jury’s finding of unsoundness of mind or that the decedent was suffering from an insane delusion and for these reasons the judgment must be reversed, but in conformity to the practice in cases of this kind we will *361 include a resume of this testimony in order that those who wish may read.

Before discussing the testimony it is well to refer to the rules of law governing a case of this character. For this purpose we cannot improve upon the statement of the Supreme Court in Estate of Sexton, 199 Cal. 759, 764 [251 Pac. 778, 780], as follows: “A testator is of sound and disposing mind and memory if, at the time of making his will, he has sufficient mental capacity to be able to understand the nature of the act he is doing, to understand and recollect the nature and situation of his property and to remember, and understand his relations to, the persons who have claims upon his bounty and whose interests are affected by the provisions of the instrument. (Estate of Motz (136 Cal. 558 [69 Pac. 294]), supra; Estate of Dole, 147 Cal. 188 [81 Pac. 534] ; Estate of Huston, 163 Cal. 166 [124 Pac. 852]; Estate of De Laveaga, 165 Cal. 607 [133 Pac. 307] ; Estate of Casarotti, 184 Cal. 73 [192 Pac. 1085].) The actual mental condition of the testator at the time of the execution of the will is the question to be determined. (Estate of Perkins, 195 Cal. 699 [235 Pac. 45]; 26 Cal. Jur. 635.) Evidence as to mental condition before and after the execution of the will may be relevant and admissible, but it is important only in so far as it tends to show mental condition at the time of executing the testamentary document.”

In emphasizing the degree of mental unsoundness sufficient to destroy testamentary capacity, we quote from page 765 of the same case, as follows: “ ‘Insanity’ is a broad, comprehensive and generic term of ambiguous import.

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Bluebook (online)
280 P. 204, 100 Cal. App. 357, 1929 Cal. App. LEXIS 288, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dobbel-v-reardon-calctapp-1929.