Donovan v. Donovan

73 P. 1081, 140 Cal. 390, 1903 Cal. LEXIS 611
CourtCalifornia Supreme Court
DecidedSeptember 28, 1903
DocketS.F. No. 3151.
StatusPublished
Cited by27 cases

This text of 73 P. 1081 (Donovan v. Donovan) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Donovan v. Donovan, 73 P. 1081, 140 Cal. 390, 1903 Cal. LEXIS 611 (Cal. 1903).

Opinion

HENSHAW, J.

This is a contest over the admission to probate of the will of Michael James Donovan, deceased. He died upon the twenty-seventh day of August, 1899, and at the time of his death was a resident of the city and county of San Francisco. He left surviving him his widow, Lizzie M. Donovan, appellant herein, and four minor children, fruits of this marriage. He also left Geraldine Donovan and Vincent Donovan, his children by a former marriage, who are adults, and who contested the probate of his will. Upon the trial of the contest but two issues were submitted to the jury—the issue of undue influence and the issue of fraud. The jury returned its verdict that the last will of the deceased was executed by him through the undue influence of Lizzie M. Donovan, his wife, but was not the result of any fraud practiced upon him. This appeal is from the order refusing the widow’s motion for a new trial. The first attack that appellant makes is upon the sufficiency of the evidence to justify the verdict.

Deceased was about fifty-three years of age when the will was executed. No question is here involved of his soundness of mind, and it is a conceded fact that at the time of the execution of the will he was of sound mind. Deceased had been a business man, a man of affairs, had been in political life, was at one time a state senator, and was an attorney at law, duly licensed to practice before the courts of this state The will in question was holographic. By its terms he gave one dollar to each of his six children and the remainder of his estate to his widow. He lived for three years or more afier *393 the making of the will, and there is not the slightest evidence in the case to show that the widow directly influenced him in his testamentary act, or even knew of the will until after his death. Indeed, there is not the slightest evidence in the case from which in fairness it can be said that even inferentially the undue influence forbidden by law was ever exercised upon him.

It appears from the testimony of the contestants that after the second marriage of their father their lives became a veritable hell on earth. If their stories are to receive full credence, they were subjected to most undeserved and barbarous punishments. They were beaten daily for trifling and for no offenses. They were beaten upon the hands and feet until the blood flowed. They were bruised and maltreated. They were roused from sound sleep and beaten while in bed; and they were taken from bed and plunged into ice-cold water. This conduct was persisted in until they left the parental home, and this conduct upon the part of their father, they say, was all inspired by their stepmother. It appears also, however, without contradiction, that the same sort of punishment, having regard to their more tender years, was meted out to the offspring of the second marriage. All this was enough, and more than enough, to excite at once the sympathy and abhorrence of the jury, and it must be that it was under the influence of these emotions that their verdict was rendered, because beyond this there is nothing in the case to meet the requirements of the law as to evidence of undue influence. It is to be borne in mind that the testator was of sound mind and in the active management of his own affairs; that he was a lawyer, and drew the will himself; that the will remained in his possession for three years, from the date of its execution to the date of his death; that no evidence was offered to show that it was executed at a time other than upon the date it bore; that no claim was made that the appellant was present when the will was made, or that she ever at any time requested the decedent to make a will, or that she ever made a suggestion in reference to the making of a will, or that she even knew of the existence of the will until after her husband’s death.

General influence not brought to bear upon the testamentary act, however controlling, is not undue influence such *394 as will afford ground for the setting aside of the will of a person of sound mind. (Estate of McDevitt, 95 Cal. 17; Estate of Langford, 108 Cal. 609; Estate of Calkins, 112 Cal. 296; In re Wilson, 117 Cal. 262.) Undue influence, however used, must, in order to avoid a will, destroy the free agency of the testator at the time and in the very act of the making of the testament. It must hear directly upon the testamentary act. (Goodwin v. Goodwin, 59 Cal. 560; Engelbert v. Engelbert, 198 Pa. St. 327; 1 Page on Wills, ed. 1901, secs. 127, 130; Chaplin on Wills, p. 95.) Says Chaplin: “The true test of undue influence is that it overcomes the will without convincing the judgment. ’ ’ It is apparent, therefore, that there is in this case an entire absence of evidence legally sufficient to show that the appellant here unduly influenced the mind of this testator in his testamentary act, and the conclusion seems irresistible that under the stimulus of their sympathy the jury substituted their views of a fair will for that which under the law the testator had the undoubted right to make. For, as has been said, “A testator of full age, sound and disposing mind and memory, and not under restraint, may make such disposition of his property as does not conflict with the law. The fact, then, that a testator with such qualifications makes a foolish, unnatural, or unjust will, does not show that undue influence caused the will.” (Page on Wills, ed. 1901, sec. 132; Estate of McDevitt, 95 Cal. 33; Estate of Kaufman, 117 Cal. 289. 2 )

The fact that the wife had and exercised an influence over the husband in the conduct of home affairs, or in the business of his life, is not itself evidence of undue influence; indeed, to the contrary, it is recognized as a natural and highly proper influence. Thus, in the early ease of Small v. Small, 4 Greenl. 220, 3 the supreme court of Maine, reversing a verdict refusing probate to a will, says: “If a wife by her virtues had gained such an ascendancy over her husband, and so riveted his affections that her good pleasure is a law to him, such an influence can never be a reason for impeaching a will made in her favor, even to the exclusion of the residue of his family; nor would it be safe to set aside a will on the ground of influence, importunity, or undue advantage taken of the *395 testator by his wife, though it should be proven she possessed a powerful influence over his mind and conduct in the general concerns of life, unless there should be proof that such influence was specially exerted to procure a will of such a kind as to be peculiarly acceptable to her, and to the prejudice and disappointment of others. . . . The law requires proofs of facts, especially where the object is to destroy and set aside an act apparently deliberate and executed with all usual and legal formalities.”

And thus again in Peery v. Peery, 94 Tenn.

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Cite This Page — Counsel Stack

Bluebook (online)
73 P. 1081, 140 Cal. 390, 1903 Cal. LEXIS 611, Counsel Stack Legal Research, https://law.counselstack.com/opinion/donovan-v-donovan-cal-1903.