Earle v. Security Savings & Trust Co.

17 P.2d 570, 141 Or. 595
CourtOregon Supreme Court
DecidedDecember 31, 1932
StatusPublished

This text of 17 P.2d 570 (Earle v. Security Savings & Trust Co.) 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
Earle v. Security Savings & Trust Co., 17 P.2d 570, 141 Or. 595 (Or. 1932).

Opinion

ROSSMAN, J.

This is a controversy concerning the validity of the alleged will of Thomas Henry Edwards, executed February 21, 1929, in Portland, Ore[596]*596gon. Edwards died September 16, 1929, in San Diego, California, aged 59 years. The will was presented for probate in common form to the circuit court (probate department) of Multnomah county, and was so admitted September 20, 1929. On September 15, 1930, Virginia Edwards Earle, then 25 years of age, the only child and sole heir of the deceased, instituted this proceeding for the purpose of setting aside the said will upon charges of fraud, undue influence and lack of testamentary capacity. The proponents of the will, after denying all of these charges, sought an order to have the will probated in solemn form. After an extended trial, the circuit court entered an order sustaining the will. The daughter appealed!

It is the contention of the contestant that on February 21, 1929, when Edwards prepared and executed his will, he either lacked testamentary capacity or was so mentally weak that he could not withstand the alleged wrongful conduct of Mary Edwards Longo, his sister, and Adolph G. Sieberts, an employee of the deceased. The contestant alleges that this wrongful conduct consisted of falsely representing to Edwards that the contestant no longer loved her father, that she had gone out of his life, and that the two individuals just mentioned were deserving of his bounty. She alleges that as a result of their improper actions Edwards inserted in his will provisions in their favor, and granted her a bequest of only $100 out of an estate which he deemed of a value of $460,000.

Let us first endeavor to gain an impression of Edwards during the years when his mental capacity was not questioned. He was born in Portland September 14, 1871, of Welsh and Irish parentage. His father, who had founded a retail furniture corporation, en[597]*597titled the Edwards Company, is described by the evidence as’ a stubborn, determined, positive character. The son evidently inherited these qualities from his father, for many of the witnesses commented upon his strong will, his positive nature, his determination, and upon the futility of attempting to argue him out of his opinions. Mrs. Edwards, who divorced him August 31, 1927, testified: “He was very strong-minded, and I always let him have his way — his wish.” Again she testified: “He was very positive * * * I ' couldn’t change him.” The daughter testified: “Father was very determined; when he made up his mind, it was certainly hard to change it for him. I don’t know that I could say anyone ever changed his mind for him.” His determination was born of his philosophy of life and the latter caused him to coin the maxim, “Never be doubtful, apologetic or fearful,” which he commended to his daughter as a suitable maxim for her own guidance through life. Edwards never engaged in arguments. When anyone showed a disposition to want to argue with him he quietly walked away. When anyone over whom he possessed control opposed him he quickly terminated the situation by severing the relationship. While he was a man of strong likes and dislikes, he rarely gave evidence of his dislikes, and this element of his nature caused him to refrain from speaking ill concerning anyone.

Edwards was a well-educated man. The learning which he had acquired in a Montreal parochial institution and in Rensselaer Polytechnic Institute had been greatly augmented' by constant reading. He was able to converse intelligently upon a variety of subjects and was wont to back up his statements by naming an authority or quoting from some favorite writer. [598]*598He always sought to excel, whether he was engaged in card playing, tennis playing, or business. He urged his daughter from her early youth to put her mind in working order and told her that when she had accomplished this difficult feat few people would be as fortunate as she, for, he said, “the satisfaction of doing things that other people cannot do is worth a lot.” Edwards was more than a mere reader, he was a thinker. He declared, “I have found that if you want your thinking done by someone else you are going to be poor.” Those who came into contact with him regarded him as a quiet, reserved, intelligent, well-informed business man.

Upon the death of Edwards’ father, in December, 1913, Edwards inherited one-half of the corporate stock of the Edwards Company. A few years later he purchased the other half from his sister who was then Mary Edwards, and thereafter remained in the ownership of virtually all of the corporate stock until his death. In 1922 he began to spend much of his time in California. Until that year his daily routine brought him to his office in the store at approximately 8:00 a. m. where he remained until 10:00 a. m. He then disappeared and did not return until a few minutes before 5:00 p. m. The intervening hours he spent in athletics, conferences or reading. His theory was that an executive should not confine himself too closely to details. Beginning with 1922 he spent most of his time in California and operated his store through hired employees. His method of operation through the years proved so successful that, although stock in the company was worth only $50 a share when Edwards came into control, December, 1913, it was worth more than $250 a share at the time of his death. In the [599]*599meantime, the company had earned for Edwards a net profit of more than a half million dollars cash. Thus, this man’s intellect and his ability to judge men had devised a plan where, largely through absentee management, he had been able to cope with his competitors and cause his business to prosper greatly.

In 1922 when Edwards went to California he sent the contestant, to whom we shall hereafter refer as Virginia, to Dana Hall, an educational institution in Massachusetts. She had previously graduated from St. Helen’s Hall in Portland, and prior to that had had the benefit of a year’s schooling in California. A year after entering Dana Hall she matriculated at Wellesley College. In 1927 she graduated from the latter institution. Each summer, while attending these institutions, she returned to the west coast where she was met by her father in California, and after spending some time in recreation, came north with him to the home in Portland. Edwards was exceptionally fond of his daughter, and one witness said he adored her.

During Virginia’s stay in the east Edwards wrote her numerous letters. Several of these are in the record as exhibits. We have admired their beautiful literary style and have been impressed with the wholesome philosophy of life which the father endeavored to impart to his daughter in these letters. Virginia, in tribute to them, testified that she believed that no other girl had ever received from her father such a wonderful series of letters. In several of these he commended to his daughter’s serious consideration marriage soon after graduation. He sought to point out to her how to choose a satisfactory husband, and declared that a woman’s greatest happiness in life came from her children. He wrote to her, “Love is a [600]*600fever of youth, hut a companion for the days of earthly existence is the real object of marriage.” He urged her to so prepare herself that she would he a valuable helpmate for some good man.

While Edwards was in California, and up to the hour when he suffered the stroke of apoplexy that terminated his life, he wrote numerous letters to the manager of his store and to others in regard to his property and other business matters.

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Bluebook (online)
17 P.2d 570, 141 Or. 595, Counsel Stack Legal Research, https://law.counselstack.com/opinion/earle-v-security-savings-trust-co-or-1932.