Estate of Ellinghouse

6 Coffey 332
CourtCalifornia Superior Court
DecidedJanuary 22, 1906
DocketNo. 28,278
StatusPublished

This text of 6 Coffey 332 (Estate of Ellinghouse) is published on Counsel Stack Legal Research, covering California Superior Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Ellinghouse, 6 Coffey 332 (Cal. Super. Ct. 1906).

Opinion

COFFEY, J.

Bertha Ellinghouse died on February 14, 1903, in San Francisco, of which city she was a resident, leaving estate therein, according to the petition for probate filed March 7, 1903. She was a widow, with three surviving children, who are mentioned in the will in contest. That document is here inserted:

“In the name of God, amen: I, Bertha Ellinghouse, of the City and County of San Francisco, State of California, of the age of sixty-six years, and being of sound and disposing mind and memory, and not acting under duress, menace, fraud or undue influence of any person whatever, do make, publish and declare this my last Will and Testament, in manner following, that is to say:
“First—I direct that my body be decently buried with proper regard to my station and condition in life and the circumstances of my estate.
“Secondly—I direct that my executor hereinafter named, as soon as he has sufficient funds in his hands, pay my funeral-expenses and the expenses of my last illness.
“Thirdly—I give and bequeath to my daughter, Emma M. Stone, wife of W. It. Stone, of Sacramento, California, the sum of Fifty ($50.00) Dollars, also my diamond pin (containing one diamond), and my watch and chain.
[334]*334■ “Fourthly—I give and bequeath to my son, Edward C. Ellinghouse, of the City and County of San Francisco, State of California, the sum of Fifty ($50.00) Dollars.
“Fifthly—I give, bequeath and devise all"the rest, residue and remainder of my estate, of every kind and nature, real, personal and mixed, and wheresoever situated and owned by me at the time of my death, to my son Oscar Ellinghouse, of the City and County of San Francisco, State of California.
“Sixthly—I hereby nominate and appoint my said son, Oscar Ellinghouse, the sole executor of this, my last "Will and Testament, to serve without any bond or other security being required of him.
(‘Seventhly—I hereby authorize my said executor to sell all or any portion of my estate, either at public or private sale, and without any order of Court previously had therefor.
“Eighthly—I do hereby declare that the disposition of my estate, as set forth in the foregoing paragraphs, is made after mature thought and consideration, in accordance with my express wishes and desires in the matter, and according to what I think right and just. I do hereby further declare that I make the above disposition of my estate as my own free and voluntary act, while in posession of my full senses, and without any suggestion, intimation, influence, intimidation, duress, menace or fraud on the part of any person whatsoever.
“Ninthly—Should any beneficiary or beneficiaries under this Will contest the probate thereof or contest any of the provisions thereof, or should any beneficiary or beneficiaries under this Will institute legal proceedings looking to the defeat of any of the provisions thereof, then in such event, the beneficiary or beneficiaries so contesting or so instituting legal proceedings shall forfeit all right to any and all bequests, legacies, gifts or devises herein provided, and shall forfeit all right to inherit any property whatever belonging to me. And in the event of such forfeiture I direct that the bequest, legacy, gift or devise so forfeited shall be included in the residuary clause of this my last Will to be disposed of according to law.
“Lastly—1 hereby revoke all former wills by me made.
[335]*335“In Witness Whereof, I have hereunto set my hand and seal, this Fifteenth day of September, One thousand nine hundred and two.
“BERTHA ELLINGHOUSE. (Seal)
“The foregoing instrument, consisting of two pages besides this, was at the date hereof, by the said Bertha Ellinghouse, signed, sealed and published as, and declared to be her last Will and Testament .in our presence, and we, at her request and in her presence, and in the presence of each other, have subscribed our names as witnesses thereto.
“J. A. RUSSELL,
“Residing at 2820% Bush St:, San Francisco, Calif.
“H. C. KLOPENSTINE,
“Residing at 1001 Pine St., San Francisco, Calif.
“GEO. H. CHAPMAN,
“Residing at 1001 Sutter St., San Francisco, Calif.
“ANDREW THORNE,
“Residing at 2131 Larkin St., San Francisco, California. ’ ’

March 19, 1903, Edward E. Ellinghouse and Emma M. Stone preferred a contest to this document on the grounds, shortly stated, of nonexecution according to law; unsoundness of mind; and, undue influence exercised by proponent.

To this contest proponent made answer July 6, 1903, denying specifically all the allegations. The case came to trial on October 19, 1905, without a jury, and continued intermittently until November 22, 1905, when it was submitted.

The burden of proof is upon contestants. The actual execution of the will is clearly established. The controverted issues were unsoundness "of mind and undue influence and fraud.

As to unsoundness of mind the evidence that at the time of the testamentary transaction the testatrix was incompetent is insufficient to justify a finding to that effect. The counsel for contestant declares that the nature of the instrument proclaims its falsity, and he dwells with indignation upon the wicked character of the instrument which he says could not have sprung out of the heart guided by a sound mind. The document itself does not demonstrate this theory. The [336]*336definition of soundness of mind currently accepted by the courts is to be in full possession of one’s mental faculties, free from delusion and capable of rationally thinking, acting and determining for oneself.

A person may be said to be of sound and disposing mind who is capable of fairly and rationally considering (a) the character and extent of his property, (b) the persons to whom he is bound by ties of blood, affinity or friendship, or who have claims upon him or may be dependent upon his bounty, and (c) the persons to whom and the manner and proportions he wishes the property to go.

A partial failure of mind and memory, even to a considerable extent, from whatever cause arising, will not disqualify testator, if there remain (a) sufficient mind and memory to enable him to comprehend what he is about, and (b) ability to realize that he is disposing of his estate by will, and to' whom disposing.

In deciding as to testamentary capacity, it is the soundness of mind and not the state of bodily health that is to be considered.

A person’s bodily health may be in a state of extreme imbecility, and yet he may possess testamentary capacity; i. e., sufficient understanding to direct the disposition of his property.

Neither old age, distress, nor debility of body incapacitates to make a will, provided there remain possession of the mental faculties and understanding of the testamentary transaction.

The prima facie

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Bluebook (online)
6 Coffey 332, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-ellinghouse-calsuperct-1906.