Estate of Dolbeer

86 P. 695, 149 Cal. 227, 1906 Cal. LEXIS 244
CourtCalifornia Supreme Court
DecidedMay 18, 1906
DocketS.F. No. 4473.
StatusPublished
Cited by94 cases

This text of 86 P. 695 (Estate of Dolbeer) 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
Estate of Dolbeer, 86 P. 695, 149 Cal. 227, 1906 Cal. LEXIS 244 (Cal. 1906).

Opinion

HENSHAW, J.

This is a contest over the admission to probate of the last will of Bertha M. Dolbeer. The contest was instituted by a maternal uncle of deceased upon the sole ground that at the time of the making of the will Bertha Dolbeer had not testamentary capacity, by reason of her insanity. The cause was tried before a jury, which jury rendered a unanimous verdict in favor of the proponents.

Contestant concedes the sufficiency of the evidence to. support the verdict of the jury, but urges certain rulings of the court in admitting and rejecting evidence, and in giving and refusing to give instructions to the jury as grounds for reversal. Respondents meet this with the argument that the concession of the appellants that the evidence is sufficient to support the verdict does not go far enough, that in truth the evidence admitted in the case, even considered with all the offered and rejected evidence of contestant, would support no other verdict than that which was given. Proponents, therefore, invoke the application of the rule,-'well settled, that where the result could not have been different this court will not disturb a judgment for errors which have not prevented a party from making out a case, or for rulings which, had they all been in his favor, still would not have entitled him to a judgment. (In re Spencer, 96 Cal. 449, [31 Pac. 453]; Duffy v. Duffy, 104 Cal. 607, [38 Pac. 443] ; In re Briswalter, 72 Cal. 107, [13 Pac. 164]; Chapea Water Co. v. Chapman, 144 Cal. 366, [77 Pac. 990].)

It becomes necessary, therefore, even at some length, to consider the facts presented by the evidence actually received, and then the effect which might have been worked by the admission of rejected evidence or by the exclusion of admitted evidence which was objected to.

The burden was upon the contestant to show affirmatively and by a preponderance of evidence the insanity of the testatrix, and the evidence is to be considered in view of this burden which the law casts upon him. (Code Civ. Proc., sec. 1312; In re Wilson, 117 Cal. 262, 270, [49 Pac. 172, 711]; Estate *231 of Nelson, 132 Cal. 182, 191, [64 Pac. 294]; Estate of Latour, 140 Cal. 414, [73 Pac. 1070, 74 Pac. 441].)

Bertha M. Dolbeer, at the time of her death, was twenty-seven years of age. Her parents, John Dolbeer and Harriet Schander, married in 1872. Of the two children born to them Bertha alone survived. In 1879, when Bertha was two years of age, her mother committed suicide by shooting herself with a pistol. At the time of her death there were living two brothers and a sister of Mrs. Dolbeer. One of these brothers is the contestant in this case. From 1879 until the time of her death, July 9, 1904, the testatrix never saw and never spoke to either of these uncles, and this contestant knew her only by sight, because she had been pointed out to him. Of the two sisters of Mrs. Dolbeer, a daughter of one who is dead, Ethel Boche, is given ten thousand dollars by Bertha’s will; the other sister is Mrs. Moody, who has three daughters and one son. Mrs. Moody, her eldest daughter, and her son never spoke to John Dolbeer, father of Bertha, and he never spoke to them. They never crossed the threshold of his home while he lived and never entered the daughter’s home after her father’s death. With the other two of Mrs. Moody’s daughters Bertha Dolbeer was on friendly terms. They visited the Dolbeer home and made various excursions with the father and daughter. Bertha Dolbeer visited Mrs. Moody’s home and was on terms of casual acquaintance with her, the son, and the daughter above mentioned. Mrs. Breeden, one of the daughters with whom she was on terms of friendship and intimacy, is dead; the other daughter is Mrs. Watson, whose husband was one of the subscribing witnesses to the will. To sum up, the next of kin of Bertha Dolbeer at the time of her death are all maternal relatives, the brothers and sister of her mother. With the brothers she had no acquaintanceship whatever. As to the sister, Mrs. Moody, while MissDolbeer was a not infrequent visitor to her house, her friendship was wholly for the two daughters, Mrs. Breeden, now dead, and Mrs. Watson, still living.

John Dolbeer had accumulated a large fortune. By his will, after numerous bequests and legacies, the major part of this fortune was given to his only child, Bertha. Her will disposes of property of a value exceeding one million dollars.

When Bertha Dolbeer was eleven years of age there entered *232 the Dolbeer home as her preceptress Miss Etta Marion Warren, who from that time on until the death of Miss Dolbeer became and continued to be not alone her preceptress but her intimate and devoted friend and companion. John Dolbeer died in 1902. By his will he left a legacy to Miss Warren, and in his will described her as one “who has been for a number of years and is now a member of my family.” John Dolbeer’s family at this time, in law, consisted strictly of himself and his daughter Bertha, and this inclusion of Miss Warren as a member of his family is not without its significance.

By the will of Miss Dolbeer the principal portion of her large estate is left to Miss Warren. In her will Miss Dolbeer describes Miss Warren as “my devoted friend,” and the record is full of evidences of her affection, of her devotion, and of her gratitude to this lady. She had been her friend, companion, and confidant from her earliest girlhood years. She took Miss Warren’s middle name, Marion, and adopted it as her own, calling herself Bertha Marion Dolbeer. She spoke of her always in the most endearing terms. “She was the best friend a girl could have.” “Miss Warren had done everything for her in every possible way, and all she hoped was that she could live long enough to pay back in some small way Miss Warren for all her kindness and all her goodness to her.” She “did not know what she would do without Miss Warren.” “We are like two sisters in one family.” “She was the best friend that I ever had in the world, that is, next to my father.” “She had been mother, sister and brother” to her. “She was the nearest of kin she had in the world!” "She had been with her since she was a little girl and she had always looked out for her.” She was “more fortunate in having Miss Warren than any one will ever know.” She could “never thank Miss Warren for what she had done for .her.” She was “the only one who was near or dear to her in all the world.” Of these and like expressions the record is full. And against them is to be contrasted the position of this wealthy girl who was, saving for Miss Warren, alone in the world. Alone, not because of any estrangement that had grown up between her and her mother’s relatives, but because those relatives had always been strangers to her. I say this that the facts may be shown as they exist, namely, that this is not the case of an “unnatural will” where dependents and *233 those who had grown accustomed to lean upon the bounty of one are, at the death of that person, without apparent reason, deprived by his will of that bounty. Nor is it a will where relations, intimate in fact as well as in blood, who have had a reasonable basis for their “expectations” have been disappointed at the expression of the testator.

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Bluebook (online)
86 P. 695, 149 Cal. 227, 1906 Cal. LEXIS 244, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-dolbeer-cal-1906.