Estate of Leahy

54 P.2d 704, 5 Cal. 2d 301, 1936 Cal. LEXIS 397
CourtCalifornia Supreme Court
DecidedFebruary 5, 1936
DocketS. F. 14916
StatusPublished
Cited by14 cases

This text of 54 P.2d 704 (Estate of Leahy) 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 Leahy, 54 P.2d 704, 5 Cal. 2d 301, 1936 Cal. LEXIS 397 (Cal. 1936).

Opinion

CONREY, J.

Ella A. Leahy, an unmarried woman of the age of about 62 years, died on the first day of August, 1932, in San Mateo County where at that time she resided in the home of her sister, Mary L. Cornyn. With Mary L. Cornyn also lived her son, Harry L. Cornyn. On June 24, 1932, Miss Leahy executed a will by the terms of which she gave $500 to her sister Anna Dixon and, after making other small specific bequests, gave the rest of her estate to Mary Cornyn, naming Harry Cornyn as sole executor without bonds. This will having been duly admitted to probate, Anna Dixon thereafter filed her petition contesting its probate on several grounds, all of which except that of undue influence were abandoned during the trial. At the conclusion of the evidence, respondents moved for a directed verdict, which motion was denied, and the jury returned a verdict in favor of the contestant. Respondents then moved for judgment notwithstanding the verdict, which motion was granted, and judgment entered accordingly. This is an appeal by the contestant from that judgment.

By section 629 of the Code of Civil Procedure it is provided that when a motion for a directed verdict, which *303 should have been granted, has been denied and a verdict rendered against the moving party, the court, at any time before the entry of judgment, either of its own motion, or on motion of the aggrieved party, may render judgment in favor of the aggrieved party notwithstanding the verdict.

It may plainly be inferred that the rules governing a directed verdict are those which govern the making of an order or judgment notwithstanding the verdict. It is established law that 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”. (Estate of Lances, 216 Cal. 397, 400 [14 Pac. (2d) 768].) We must, therefore, examine the evidence for the purpose of determining the right of the trial court to grant the motion for judgment in this case.

A will giving the estate of the testator to preferred legatees as against a brother or a sister is not merely for that reason, an unnatural will. “As the heirs of decedent were collateral it may not be said that the will was unnatural.” (Estate of McDonnell, 109 Cal. App. 577, 578 [293 Pac. 651, 652].) In Estate of Chevallier, 159 Cal. 161, 169 [113 Pac. 130], referring to a will which showed discrimination in favor of one sister as against another, this court said: “She remembers one sister by a gift of a personal memento and to the other, evidently the favored sister with whom for years she had been living, she leaves the rest of her estate. Such disposition, so far from giving evidence of testamentary incapacity, was not even unnatural.” (See, also, Estate of Easton, 140 Cal. App. 367 [35 Pac. (2d) 614].)

The testatrix died as the result of a cancer, from which she had been suffering for at least many months. During that time physical weakness increased; but the evidence leaves no doubt of her mental capacity at the time when the will of June 24th was executed. Contestant testified that at some time in June, 1932, Mary told her that Ella was getting very weak and losing her mind. But that was not competent evidence of the fact in question. Appellant’s own review of the evidence shows nothing more than physical weakness of the testator. The lawyer who came on June 24th at Harry *304 Cornyn’s request and drew the will, testified that he obtained his instructions from Miss Leahy in her room, and that at that time there was no one else present. This testimony shows instructions by the testator, given in detail respecting the various provisions of the will. At one point, where some gifts of jewelry were being discussed, the attorney went out and called Harry Cornyn and asked him to bring a certain box of jewelry. It further appears from this testimony that after the will had been written and was ready to be executed, witnesses were procured for that purpose, and it appears that Harry Cornyn was present at the time of execution of the document. The attorney, and also Miss Brady, a witness to the will, testified that when the attorney started to read the will, Miss Leahy took it out of his hands and said, “I will read it myself,” and she had on her glasses and read it. From a full consideration of the evidence, therefore, it is or should be undisputed that at the time of the execution of the will the testator was of sound and disposing mind, and that there was no direct evidence of anything done by Mrs. Cornyn or by her son in the nature of persuasion, request or insistence of any kind in relation to the making of the will.

By reason of the facts above stated, the contestant is obliged to rely upon indirect and circumstantial evidence. That such evidence may be sufficient to establish undue influence in the procuring of a will is confirmed by numerous decisions. Thus in an early ease it was said: “Evidence must be produced that pressure was brought to bear directly upon the testamentary act; but this evidence itself need not be direct. Circumstantial evidence is sufficient. It must, however, do more than raise a suspicion. It must amount to proof, and such evidence has the force of proof only when circumstances arc proven which are inconsistent with the claim that the will was the spontaneous act of the alleged testator.” (In re McDevitt, 95 Cal. 17, 33 [30 Pac. 101, 106].) Again it was said: “While it is true that there must be proof that the influence was used directly to procure the will, general influence not brought to bear upon the testamentary act not being undue influence (In re McDevitt, 95 Cal. 17, 33 [30 Pac. 101]), such proof exists where the evidence is of such a nature as to warrant the inference that the will was the direct result of the influence exerted for the purpose of procuring it, and was not the natural result of the uncon *305 trolled will of the testatrix. (See Estate of Arnold, 147 Cal. 583, 589 [82 Pac. 252]; Estate of Welch, 6 Cal. App. 44, 50 [91 Pac. 336].)” (Estate of Snowball, 157 Cal. 301, 307 [107 Pac. 598].)

Let us then inquire what further evidence was produced which under the rule of the foregoing cases would have any substantial value in support of the contention that undue influence was used in procuring the execution of the will in the instant case. One circumstance relied upon is that at one time Miss Leahy had intended to divide her estate equally between her two sisters. In September, 1930, she had made a will to that effect. On April 26, 1932, she executed a codicil to that will, thereby making changes in some small legacies; and yet on June 24, 1932, she revoked those former instruments and executed the will against which the present contest is directed.

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Bluebook (online)
54 P.2d 704, 5 Cal. 2d 301, 1936 Cal. LEXIS 397, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-leahy-cal-1936.