Estate of Faust v. Heaton

96 P.2d 680, 150 Kan. 784, 1939 Kan. LEXIS 206
CourtSupreme Court of Kansas
DecidedDecember 9, 1939
DocketNo. 34,409
StatusPublished
Cited by2 cases

This text of 96 P.2d 680 (Estate of Faust v. Heaton) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Faust v. Heaton, 96 P.2d 680, 150 Kan. 784, 1939 Kan. LEXIS 206 (kan 1939).

Opinion

The opinion of the court was delivered by

Smith, J.:

This was a proceeding to probate a will. The probate court refused to permit the will to be probated. On appeal the district court refused to probate the will. The proponents of the will appeal.

When the will was offered for probate an objection was filed and the matter was set down for hearing and evidence was introduced. [785]*785The proponent of the will was Catherine E. Foreman. She was named executrix and sole beneficiary in the will. The objections to the probate of the will were filed by all the heirs at law of the deceased. The objections filed by the heirs stated that they objected to the probate of the will on the ground that Isaphine Faust, on February 23, 1938, the date when the will was alleged to have been executed, was not mentally competent to execute a will and that she was lacking of sound mind and memory; and further that on February 23, 1938, she was under restraint at the time the will was signed.

After hearing the evidence the probate court found that the will should not be admitted to probate for the reason that Isaphine Faust was not mentally competent to execute a will on February 23, 1938; for the further reason that she was under restraint at the time the will was signed; and that she did not have independent advice with reference to the will, as required by the statute. Subsequent to the decision on the matter by the probate court a special administrator was appointed and is now serving. The probate court taxed the costs of the proceedings against the proponent of the will. The proponent filed a motion to retax these costs. This motion was denied.

On appeal the district court heard testimony and made the following findings:

“1. That at the time Isaphine Faust executed the will in question, she was mentally incompetent, and had been for many months prior to that time.
“2. That at the time of the execution of said will, there existed between Mrs. H. C. Foreman, the sole beneficiary named in the will, and Mrs. Faust a confidential relationship, and that Mrs. Faust did not have independent advice in connection with the preparation of her will.
“3. That Isaphine Faust was subject to restraint at the time of the execution of her will.”

The court also found that the proponent of the will should pay the costs of the proceedings.

On the hearing of a motion for a new trial and to retax costs the trial court overruled the motion for a new trial and found that the appeal from the probate court was taken, not by the executrix of the will, but by the sole legatee under the will, and that the motion to retax costs should be overruled. The proponent of the will also filed a motion that she be allowed fees as executrix, attorney fees and expenses out of the estate. This motion was overruled. From these orders and judgments the proponent has appealed.

[786]*786The proponent of the will states that because of limited financial means she was unable to procure a transcript of the entire record. Hence the scope of the review will be somewhat limited on that account.

The first error of which the proponent complains is that the trial court erred in refusing to admit the testimony of the doctor who attended deceased in her last illness. An offer of proof was made at the trial in district court, and an affidavit of what the testimony of the doctor would have been was furnished the trial court on the hearing of the motion for a new trial.

The objection to the probate of the will and to the evidence of the doctor was sustained on the ground that what he was interrogated about was a privileged communication, and incompetent under the provisions of G. S. 1935, 60-2805. The argument of the proponent of the will is that this privilege was waived.

In connection with the argument of proponent on this point we must note that the trial court and the probate court refused to permit the will to be probated on two other grounds besides want of testamentary capacity of the deceased, that is, the trial court found in addition to want of testamentary capacity that at the time of the execution of the will she was mentally incompetent and had been for many months prior to that time; that at the time of the execution of said will there existed between Mrs. H. C. Foreman, the sole beneficiary named in the-will, and Mrs. Faust a confidential relationship ; that Mrs. Faust did not have independent advice in connection with the preparation of her will and that she was subject to -restraint at the time of the execution of her will. Either one of these grounds would require the court to take the action it did take, as we shall presently see.

The affidavit of the doctor shows that his testimony was offered on the question of whether the deceased was mentally competent. Since there are two other grounds upon which the court might have reached the conclusion it did reach, we are not concerned about whether testimony that bore only upon one of the grounds was improperly or properly excluded. It would not do to send this case back to be tried again on the question of whether the deceased was competent to make a will when the trial court found, in addition to the incompetency, that there was undue influence exercised on deceased; that she received no independent advice, and that she was under restraint. Since these findings are not questioned here and [787]*787we are not furnished a record of the evidence upon which these findings were made, we must assume that there was ample evidence to sustain them. For these reasons the judgment of the trial court should stand regardless of whether the testimony of the doctor was privileged.

The proponents of the will realize the force of this argument, and to meet it they point out the following language in the affidavit of the doctor:

“That the doctor suggested to Mrs. Faust that she be taken to a hospital, as her illness might be of rather long duration and might be a burden on the Foremans, but that Mrs. Faust stated that she was well taken care of and did not want to go to the hospital. That the doctor would further testify that the Foremans were entirely agreeable with this and thought it ought to be done, but did not take Mrs. Faust to.the hospital because of her own objection. That . . . there is nothing in cancer illness that affects the mind. That . . . during his visits to the Foreman residence in attending Mrs. Faust, he talked to the Foremans on many occasions and that at no time did they suggest that they desired to restrain Mrs. Faust in any manner or keep her on their premises rather than to send her to the hospital, or show any disposition to take any such action.”

She argues that this testimony of the doctor would have been competent on the question of restraint, to which the trial court found deceased was subject at the time she made her will.

G. S. 1935, 22-218, provides as follows:

“If it shall appear that such will was .duly attested and executed, and that the testator at the time of executing the same was of full age and sound mind and memory, and not under any restraint, the court shall admit the will to probate.”

The proponent of the will here construes the word “restraint” as used in that statute and in the findings of the court here to mean some physical restraint of the body.

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Cite This Page — Counsel Stack

Bluebook (online)
96 P.2d 680, 150 Kan. 784, 1939 Kan. LEXIS 206, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-faust-v-heaton-kan-1939.