Estate of Whitworth

294 P. 84, 110 Cal. App. 526, 1930 Cal. App. LEXIS 31
CourtCalifornia Court of Appeal
DecidedDecember 18, 1930
DocketDocket No. 7557.
StatusPublished
Cited by2 cases

This text of 294 P. 84 (Estate of Whitworth) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Whitworth, 294 P. 84, 110 Cal. App. 526, 1930 Cal. App. LEXIS 31 (Cal. Ct. App. 1930).

Opinion

HOUSER, J.

This is an appeal from a judgment of nonsuit in a proceeding by which the probate of the last will of the deceased, Arthur Whitworth, was contested.

The only matter in controversy between the litigants herein relates to whether the evidence introduced on the trial of the contest was sufficient to require the submission to the jury of the question of the mental capacity of the testator to make a will.

The substance of the evidence adduced on the hearing of the contest was that the testator was “feeble minded, . . . weak minded; ... an immature individual; ... of unsound mind; . . . silly; . . . had the mentality of a boy not over ten

3. See 26 Cal. Jur. 638; 28 R. C. L. 97 (8 Perm. Supp., p. 6087). *528 years”; he had “a silly expression on his face; acted like a half-wit”. That as a boy, although he had attended school for a period of “seven or eight terms”, he could read very little; 1 ‘ could not read very good”. He read the ‘1 Hollywood News”; could not spell and could only write his name. He would answer questions, but he could not carry on a connected conversation; “his answers would be incomplete and meaningless and vague”. He was “easily peeved, without cause”. That his hands were deformed; “one hand just like a chicken foot”; “he was born with part of his fingers and thumb off; some of his fingers were webbed together; . . . one hand the thumb was off right here, and his first two fingers, and on the other hand he had the little finger and this finger and thumb, but the thumb was flat”. He would meet a stranger and look at him with a kind of grin. He did light work about the ranch, such as feeding the horses and cows; he was not capable of doing heavy work. “He would pitch hay into the horse manger, but never went out into the field to pitch hay ... he could drive two horses along very well, but he could not handle more than that; he did not know how to take hold of a six-horse team and plow. He worked in the hay crop during the hay season. . . . He stayed around the place and worked on the ranch in general, like we all did, took care of the barn, took care of the stock, the horses.” That for a period of about ten years next preceding his decease, he lived with a man named Olivas, where he had a chicken ranch, and also “watched cattle”. When he visited either of his brothers, he would say, “I will have to get back to Olivas to take care of the chickens”; or, if he were to remain overnight at the home of either of his brothers, if he so chose, he would sleep in the barn, although he might have occupied a bed in the house. At the time when he started going with Olivas (“as a guess”) his estate might have been worth thirty or forty thousand dollars in mortgages and lots; but at the time of his death he was worth between five and six thousand dollars. Although at that time he had $140 in cash, only bread and coffee were found in the place where he had lived. Sometimes one of his brothers would give him $10 or $15 or $20. That he was incapable of attending to his own business; although he “carried a bank account and checked *529 against it when he needed money”. He also negotiated “a deal for the job of painting the ranch house”. He had some money out at interest. He also owned and managed other properties. That before the Great War one of his brothers, who was an attorney at law, cared for his business interests for him; that he had some cattle, and if he needed a little money and someone came along and offered him any price, “he would be willing to sell it at a sacrifice”; that he would give his money away. “He gave a barber lady enough money to buy a ranch.” When an application for letters of guardianship was made for his person and estate, “he stated that if we had a guardian appointed he would kill himself”. On occasions when he “went anywhere into town”, on his return, if one of his brothers were to inquire where he had been, he would answer, “Huh, what do you want to know for?” And if his brother were to reply that he did not wish to see him throw his money away, he would say, “What is it to you? It ain’t your money.” When another brother of the testator would try to ask him about his business affairs, he “never got very far with it”. The testator would not answer the questions, but would tell him “it was none of his business”.

From the foregoing summary of the salient points of the evidence introduced on the hearing of the contest, it may be deduced that the testator was not possessed of the average amount of human intelligence; or, as expressed by one of the witnesses, “he was a feeble minded, or a weak minded, individual”, who, perhaps unsuccessfully, attended to his own personal and business affairs.

In its facts the case of Howell v. Taylor, 50 N. J. Eq. 428 [26 Atl. 566, 567], presented a situation somewhat resembling that in the instant case. Therein it unquestionably appeared that the testator was weak-minded. “He could read and write his name, and, at times converse with some show of intelligence. He also could work in the garden, and aid in harvesting and perform household errands. As to the extent of his capacity to do errands the witnesses differ. Some say that he would indicate that for which he was sent by a single word, or would deliver a slip of paper upon which the name of the article was written, while others testify that he possessed sufficient intelligence to be able fully to state what he wanted, and to *530 pay for that which he obtained. It is also testified that sometimes he would sit listlessly for hours, mumbling and laughing to himself. His expression was vacant; yet, as one witness, a clergyman, says, there was more intelligence than idiocy in it. His articulation was indistinct, and could scarcely be understood by one unaccustomed to it. He rarely answered when spoken to, except by a monosyllable, but his answers were correct. He was docile, never rebellious, and so well-behaved that he ate with the family, and remained clean and decently dressed. The income from his estate was usually paid to some member of the Taylor family, upon his signing a receipt for it; yet it is in evidence that at times he had and kept possession of sums of money himself, and discreetly disbursed them. It was not affirmatively and clearly proved that he ever asked or knew about his estate, or that he was able to recollect his kindred, but, at the same time, it was not shown that he was without that knowledge and recollection. By inference it may be gathered that he had some comprehension of his property, and some remembrance of his relatives, who were numerous. He certainly could remember the Taylors and his obligation to them. The order of his intelligence was undoubtedly low; yet it is impossible to say that under favorable circumstances, existing at the very moment of making the will, he did not possess that ‘moderate’ capacity which is recognized by the court of errors and appeals in Waddington v. Buzby, 45 N. J. Eq. 173 [14 Am. St. Rep. 706, 16 Atl. 690], as sufficient to validate such a paper.”

Other cases where the imbecility of the testator was the issue involved in a contest of his will, and in which a low degree of mentality was shown to have been present, but in each of which the will was upheld, are: Errickson v. Fields, 30 N. J. Eq. 634; Hoban v. Piquette, 52 Mich. 346 [17 N. W.

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Related

Estate of White
276 P.2d 11 (California Court of Appeal, 1954)
American Trust Co. v. Dixon
78 P.2d 449 (California Court of Appeal, 1938)

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Bluebook (online)
294 P. 84, 110 Cal. App. 526, 1930 Cal. App. LEXIS 31, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-whitworth-calctapp-1930.