Estate of Greene

11 P.2d 947, 40 Ariz. 274, 1932 Ariz. LEXIS 206
CourtArizona Supreme Court
DecidedMay 31, 1932
DocketCivil No. 3101.
StatusPublished
Cited by23 cases

This text of 11 P.2d 947 (Estate of Greene) is published on Counsel Stack Legal Research, covering Arizona 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 Greene, 11 P.2d 947, 40 Ariz. 274, 1932 Ariz. LEXIS 206 (Ark. 1932).

Opinion

LOCKWOOD, J.

This is an appeal from an order of the superior court of Maricopa county denying probate to the will of John N. Greene, hereinafter called testator, on the ground that at the time the will was executed he “was not of sound mind and memory and was not competent to make a will or to make any testamentary disposition of his property whatsoever. ’ ’

The sole question raised on the appeal is whether the evidence was sufficient to authorize the trial court in reaching such a conclusion. It is, of course, the law in this jurisdiction that the findings of the trial court on a question of fact will not be disturbed by this court if there is any reasonable evidence in the record which would sustain the findings.

The facts, considering the evidence in the strongest light in favor of appellee, may be stated as follows: The testator herein was approximately fifty years of age at the time of his death, and Matilda M. Greene, the appellee, whom he married in the year 1926, was about forty-five. Testator at the time of his. marriage owned a considerable amount of real *276 estate in the Salt River Valley and was also interested in certain property in Mississippi. For many years he had assisted materially in the support and education of certain of his nephews and nieces, among them Beuthal W. Greene, appellant herein, and the latter had been residing with him for some time.

Shortly before the marriage the testator deeded to appellee eighty acres of desert land situated under the Paradise Verde project, for which she paid all told approximately $1,600 out of funds she had earned before the marriage. This land was later sold and apparently the proceeds were all eventually used for community purposes. After the marriage she worked a considerable portion of the time, and her earnings eventually were exhausted in community expenses.

Apparently their domestic relations were harmonious until some time in the year 1928, when they had a serious quarrel over appellant. According’ to appellee, she objected to appellant living with herself and testator unless he paid a reasonable amount for board and room, while the testator seemed to think it was perfectly proper for him to remain without such payment. The matter, however, was patched up on the surface, but some feeling apparently remained among the parties in regard to the transaction.

In September, 1929, testator was taken ill and grew steadily worse until January, 1930, when he suffered from a slight paralytic attack as the result of an embolus which eventually lodged in his foot. Gangrene soon set in and it was necessary to amputate his leg above the knee in order to prolong his life, although according to his attending physician he was suffering from valvular heart trouble, which was progressive in its nature, and it was only a question of a greater or lesser time until such affliction would cause his death.

*277 From the date of the amputation onward during the months of February and March testator was delirious at times and admittedly during that period had various mental delusions. On the other hand, during most of that time he was apparently perfectly normal mentally. The strain of caring for him was great, both physically and financially, and his family and friends seriously considered attempting to have him committed to the state hospital for the insane, but, as he improved, abandoned the idea.

Along in the late spring testator decided to sell the house in which he and appellee then lived (which was his separate property) in order to raise money to pay off his debts and to secure further medical treatment. Appellee objected to this at first, but eventually consented, and the transfer was finally made about the middle of June. It then became necessary for the testator and his wife to seek other quarters, as the purchaser desired possession of the premises, and he wished to remove to the home of his nephew, the appellant herein, although appellee’s brother had offered to allow the parties to use one of his vacant houses rent free so long as they desired. Due to the strained feeling between appellee and appellant, she declined to go to appellant’s house when her husband did, but went to her brother’s place, and remained there until the death of the testator, which occurred on the 14th of July. During this period,, although she several times visited the neighborhood of appellant’s premises, she never went to see her husband. He apparently knew of this fact and resented it.

On the tenth day of July his attorney prepared a will, which was duly executed, in which he left practically all of his property to his own relatives, inserting the following clause regarding his wife:

“Second: I give and bequeath to my wife, Matilda May Greene, the sum of One ($1.00) Dollar, not with *278 the idea of cutting her out of my estate, but for the reason that she has heretofore received, ■ by deed, Eighty (80) acres of land located in Maricopa County, State of Arizona, from my separate estate.”

When the will was offered for probate this contest was filed, appellee claiming that it was executed under the undue influence of appellant and his brother and sister, and also that testator was not competent at the time the will was executed. The trial court found, as we have stated above, that testator was incompetent, but made no finding on the question of undue influence. Without going further, we may say there is no evidence in the record justifying any finding that any undue influence was exercised by appellant or by his brother or sister in regard to the making of the will.

The sole question before us is whether the evidence sustains the finding that testator had no testamentary capacity on the tenth'day of July, the time when the will was made. In passing upon this question we consider .first the rules of law applicable to the situation disclosed. These are well stated by the Supreme Court of California in the recent case of In re Perkins’ Estate, 195 Cal. 699, 235 Pac. 45, as follows :

“It is well settled that, upon the contest of a will on the ground that the deceased was of unsound mind, the actual mental • condition of the testatrix at the time of. the execution of the will is the question to be determined. Estate of Dolbeer, 149 Cal. 227, 9 Ann. Cas. 795, 86 Pac. 695; Estate of Little, 46 Cal. App. 776, 189 Pac. 818; Estate of Gasarotti, 184 Cal. 73, 192 Pac. 1085. Evidence as to mental condition before or after the execution of the will is important only in so far as it tends to show mental condition at the time of the execution of the will. The presumption is always that a person is sane, and the burden is always upon the contestants of the will to show affirmatively, and by a preponderance of the *279 evidence, that the testatrix was of unsound mind at the time of the execution of the will. Estate of Dow, 181 Cal. 106, 183 Pac. 794; Estate of Little, supra; Estate of Allen, 177 Cal. 668, 171 Pac. 686; Estate of Casarotti, supra; Estate of Johnson, 152 Cal. 778, 93 Pac. 1015; Estate of Wilson, 117 Cal. 262, 49 Pac. 172, 711. . . .

Free access — add to your briefcase to read the full text and ask questions with AI

Related

M.I. Marshall & Ilsley Trust Co. v. McCannon
937 P.2d 1368 (Court of Appeals of Arizona, 1996)
Matter of Estate of Killen
937 P.2d 1368 (Court of Appeals of Arizona, 1996)
Matter of Estate of Thorpe
732 P.2d 571 (Court of Appeals of Arizona, 1986)
Evans v. Liston
568 P.2d 1116 (Court of Appeals of Arizona, 1977)
Bank v. Great Western Bank
518 P.2d 995 (Court of Appeals of Arizona, 1974)
In Re Estate of Weil
518 P.2d 995 (Court of Appeals of Arizona, 1974)
Cerny v. First National Bank
479 P.2d 697 (Arizona Supreme Court, 1971)
In Re Estate of Kidd
479 P.2d 697 (Arizona Supreme Court, 1971)
Pohndorf v. Valley National Bank
461 P.2d 508 (Court of Appeals of Arizona, 1969)
Moore v. Holbrook
433 P.2d 666 (Court of Appeals of Arizona, 1967)
In Re the Estate of Stitt
380 P.2d 601 (Arizona Supreme Court, 1963)
Stormon v. Weiss
65 N.W.2d 475 (North Dakota Supreme Court, 1954)
In Re Walters'estate
267 P.2d 896 (Arizona Supreme Court, 1954)
Wagner v. Valley Nat. Bank
252 P.2d 789 (Arizona Supreme Court, 1953)
In Re Wagner's Estate
252 P.2d 789 (Arizona Supreme Court, 1953)
Kelsey v. Cameron
246 P.2d 1063 (Arizona Supreme Court, 1952)
In Re O'Connor's Estate
246 P.2d 1063 (Arizona Supreme Court, 1952)
First Nat. Bank v. Proctor
245 P.2d 951 (Arizona Supreme Court, 1952)
In Re Westfall's Estate
245 P.2d 951 (Arizona Supreme Court, 1952)
MacCallen v. Cook
159 P.2d 797 (Arizona Supreme Court, 1945)

Cite This Page — Counsel Stack

Bluebook (online)
11 P.2d 947, 40 Ariz. 274, 1932 Ariz. LEXIS 206, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-greene-ariz-1932.