Estate of Beckley

233 Cal. App. 2d 341, 43 Cal. Rptr. 649
CourtCalifornia Court of Appeal
DecidedMarch 30, 1965
DocketCiv. No. 7609
StatusPublished
Cited by8 cases

This text of 233 Cal. App. 2d 341 (Estate of Beckley) 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
Estate of Beckley, 233 Cal. App. 2d 341, 43 Cal. Rptr. 649 (Cal. Ct. App. 1965).

Opinion

233 Cal.App.2d 341 (1965)

Estate of LUCY T. BECKLEY, Deceased. SAN DIEGO HUMANE SOCIETY et al., Contestants and Appellants,
v.
LAWRENCE C. KUEBLER, as Executor, etc., et al., Defendants and Respondents.

Civ. No. 7609.

California Court of Appeals. Fourth Dist.

Mar. 30, 1965.

Hillyer, Crake & Irwin, Brooks Crabtree, Higgs, Fletcher & Mack, Oscar F. Irwin, Thomas C. Harden, Ferdinand T. Fletcher and Edward M. Wright for Contestants and Appellants.

McInnis, Focht & Fitzgerald and John W. McInnis for Defendants and Respondents.

COUGHLIN, J.

Lucy T. Beckley executed her will on February 18, 1959. She died about two years later, i.e., on March 31, 1961. Thereafter her will was admitted to probate. The chief beneficiaries under prior wills, i.e., San Diego Humane Society, a corporation, and The San Diego Society for Crippled Children, a corporation, filed a petition seeking revocation of probate upon the grounds that at the time of the execution of her will (1) she was of unsound mind and (2) acted under undue influence. At the close of contestants' case the court granted a motion for nonsuit on the issue of undue influence as to one of the proponents. After both sides concluded their cases the court granted proponents' motion for a directed verdict. Judgment denying revocation of probate was entered accordingly. The contestants appeal from the judgment and the order of nonsuit.

The primary issue for determination by this court is whether there is substantial evidence in support of either ground of contest, i.e., (1) that at the time of the execution of the will Mrs. Beckley was of unsound mind, or (2) that in executing the same she acted under undue influence.

The rules of law applicable to such a situation are well settled. The problem presented concerns the applicability of those rules to the evidence at hand and the propriety of the conclusion of the trial court in the premises.

[1] Where, from a consideration of the whole evidence, it appears that a judgment in a will contest on a verdict in favor of contestants finding unsoundness of mind or undue influence would be reversed on appeal because of the insufficiency of the evidence to support such, a motion for a directed verdict in favor of the proponents should be granted. (Estate of Lances, 216 Cal. 397, 401 [14 P.2d 768]; Estate of Baldwin, 162 Cal. 471, 473 [123 P. 267].) Proponents rely upon the rule as stated in several will contest cases that: *343

"To warrant a court in directing a verdict, it is not necessary that there should be an absence of conflict in the evidence, but, to deprive the court of the right to exercise this power, if there be a conflict, it must be a substantial one." (Estate of Baldwin, supra, 162 Cal. 471, 473; Estate of Finkler, 3 Cal.2d 584, 591 [46 P.2d 149]; Estate of Sharon, 179 Cal. 447, 459 [177 P. 283]; Estate of Smethurst, 15 Cal.App.2d 322, 330 [59 P.2d 830]); and that to determine whether the conflict is substantial requires at least a comparison of the substance of the conflicting testimony. (Estate of Smethurst, supra, 15 Cal.App.2d 322, 326, 330; see also Estate of Ventura, 217 Cal.App.2d 50, 63 [31 Cal.Rptr. 490].) However, it also has been said in such cases that,

"In determining whether, in a proceeding to contest a will, the evidence produced by the contestant is sufficient to require the submission of the case to the jury, the same rules apply as in civil cases. [Citations.]"

"... a directed verdict may be granted 'only when, disregarding conflicting evidence and giving to plaintiff's evidence all the value to which it is legally entitled, herein indulging in every legitimate inference which may be drawn from that evidence, the result is a determination that there is no evidence of sufficient substantiality to support a verdict in favor of the plaintiff if such a verdict were given.' [Citations.]" (Estate of Lances, supra, 216 Cal. 397, 400.)

A consideration of the total evidence in the instant case, in the quest seeking a determination whether the evidence upon which contestants rely to support their position is substantial, poses the temptation to weigh the sufficiency thereof as a matter of fact rather than to determine its sufficiency as a matter of law to support that position.

Upon the issue of mental unsoundness the question at hand is whether there is any substantial evidence showing that at the time of the execution of the will Mrs. Beckley did not have sufficient mental capacity to be able to understand the nature of the act she was doing; to understand and recall the nature and situation of her property; and to remember and understand her relationship to the persons who have claims upon her bounty and whose interests are affected by the provisions of her will. (Estate of Fritschi, 60 Cal.2d 367, 372 [33 Cal.Rptr. 264, 384 P.2d 656]; Estate of Lingenfelter, 38 Cal.2d 571, 582 [241 P.2d 990]; Estate of Finkler, supra, 3 Cal.2d 584, 593; Estate of Bourquin, 161 Cal.App.2d 289, 297 [326 P.2d 604].) *344

[2] On February 3, 1959, Lucy T. Beckley, when approximately 93 years of age, suffered a broken arm and was hospitalized. While in the hospital she was "involuntary" and bedfast. On February 17, the day before being taken from the hospital, she consulted with an attorney named Atherton concerning the execution of a will; advised him of her wishes in the premises; and asked that a will be prepared accordingly. In response to this request, Atherton prepared a will; took it to the hospital the next morning; and attended upon its execution. The testimony of two medical doctors who attended Mrs. Beckley while she was in the hospital, that of the attorney who prepared and witnessed the will, that of the latter's secretary, who also witnessed the will, and that of the two beneficiaries of the will, supports the conclusion that at the time of its execution Mrs. Beckley was of sound mind. By the will one-half of the estate was given to a man named Kuebler, whom Mrs. Beckley had known from childhood and regarded as her son, and one-half in trust to Kuebler for the benefit of her grandniece, with remainder over to the latter's children upon termination of the trust.

Atherton had been Kuebler's attorney and consulted with Mrs. Beckley on the occasion in question at Kuebler's request.

Contestants were contingent beneficiaries under a will Mrs. Beckley had executed in 1950 which left the bulk of her estate to her husband and, in the event he predeceased her, to the contestants in equal shares. Mr. Beckley died in 1958.

After Mr. Beckley's death Kuebler assisted Mrs. Beckley in many ways, including business matters relating to her husband's estate. There is an abundance of evidence from which it may be concluded that a confidential relationship existed between Kuebler and Mrs. Beckley. In the 1950 will he had been named as an alternate executor, to act in the event her husband predeceased her. In that will the grandniece was given a small legacy.

In support of their contention that Mrs. Beckley was not of sound mind at the time she executed the subject will the contestants direct our attention to the testimony of a witness named McCown, who was the husband of a niece of Mr.

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233 Cal. App. 2d 341, 43 Cal. Rptr. 649, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-beckley-calctapp-1965.