Finkler v. Purcell

46 P.2d 149, 3 Cal. 2d 584, 1935 Cal. LEXIS 455
CourtCalifornia Supreme Court
DecidedMay 3, 1935
DocketS. F. 14681
StatusPublished
Cited by68 cases

This text of 46 P.2d 149 (Finkler v. Purcell) 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
Finkler v. Purcell, 46 P.2d 149, 3 Cal. 2d 584, 1935 Cal. LEXIS 455 (Cal. 1935).

Opinions

PRESTON, J.

This record presents two main questions for consideration: First, that of the validity of the testamentary attempt of Henry C. Finkler, deceased, involving a claim of insanity and undue influence, and, second, that of proper construction of the instrument in ease its probate is declared valid.

The decedent was for some fifty-two years a loyal attaché of this court, serving it in various capacities and particularly as its senior secretary. This latter work was performed until the day next prior to his tragic death. The record shows that the work' performed by him required care, accuracy, diligence, judgment and discretion; that he was in daily contact with the justices of the court and also in almost constant communication with the Chief Justice; that his ability to function and to carry on his duties was under the daily observation of his cosecretary and the court; that the business of the court also brought him in daily communication with the publisher of the legal paper known as “The Recorder,’’ which published the opinions of the court; that he was too, of necessity, in daily communication with the clerk of this court, who was made a beneficiary under his last will and testament. The testimony adduced also shows him to have been a well-known character in court circles. In fact, in 1928, at the instance of prominent members of the bar, his faithful and efficient public service was recognized by an appropriate public ceremony in the courtroom of this court in the state building, which ceremony he attended and, to the laudatory remarks made of him, gave appropriate public response. Witnesses in all the above-mentioned relationships gave convincing testimony of [589]*589his sanity up to a period of within two weeks next prior to his death.

Yet, notwithstanding these facts, several lay witnesses testified that in their opinion the testator was of unsound mind and they all stated that in their opinion this condition had obtained for many years, some of them going back as far as fourteen years next prior to his death. No witness, however, attempted to say that he was so low in mentality that he could not transact business of every kind. In fact, in addition to the work of the court, he was in the summer of 1930, next following the execution of his will, an efficient and active fire commissioner of the Emerald Lake fire district. The evidence respecting the alleged insanity relates almost exclusively to certain delusions possessed by the testator but no one of said delusions was shown to be such as would or could affect the testamentary disposition of his property.

The judgment of the court below upheld the document in question as the last will and testament of said decedent. Contestants then appealed to this court. The cause was transferred to the Fourth Appellate District for decision and, again on petition of contestants, was later transferred to this court. So much of the opinion of the District Court of Appeal as disposes of the question of insanity and undue influence, we hereby adopt as part of this opinion, same being as follows, to wit:

“The decedent, Henry C. Finkler, died November 18, 1930, by suicide. A document, in form a holographic will, bearing date of April 21, 1930, was in due time presented to the probate court as the last will and testament of said deceased. By said will decedent named as sole beneficiaries thereunder, M. J. Purcell, the husband of a niece of decedent’s predeceased spouse, and B. Grant Taylor. Mr. Finkler left as his only heirs at law, Christina Finkler, a half-sister and Sumner J. Waite, Emmett Brophy, Edith F. Stewart, Aurelia Hanlan and Bernice Macaire, nephews and nieces of Aileen Finkler, predeceased wife of Henry C. Finkler, contestants herein, and Aileen Purcell, a niece of Aileen Finkler, who is the wife of respondent M. J. Purcell.

“A contest was filed by Christina A. Finkler, a half-sister of the deceased, who based her action upon the following grounds, to-wit: (1) That at the time the deceased [590]*590executed the will in question he was not mentally competent to make a will. (2) That the said will was procured and executed under the undue influence of M. J. Purcell. (3) Incompleteness of the will.

“Subsequently a like contest was filed by Sumner J. Waite, Emmett Brophy, Edith F. Stewart, Aurelia Hanlan and Bernice Macaire upon similar grounds, except that they did not allege undue influence. The contest went to trial before the court with a jury and at the conclusion of contestants’ case a motion for nonsuit was made upon the grounds of insufficiency of the evidence, which motion was denied by the court. At the close of the trial proponents moved for a directed verdict on the ground of insufficiency of the evidence. The court denied the motion. The special issues of incompetency and undue influence were thereupon submitted to the jury for decision, the other issues being reserved for the court. The jury returned a verdict finding : (1) That at the time of the execution of the purported will dated April 21, 1930, the decedent Henry C. Finkler was of unsound mind, and (2) that the said purported will dated April 21, 1930, was procured through the undue influence of M. J. Purcell. Thereupon the proponents moved for a judgment notwithstanding the verdict, which was granted. In addition the court ruled against the contestants on the remainder of the issues and the will was admitted to probate. From this judgment the contestants have' appealed. Separate briefs have been filed by the two groups of contestants.

“Appellant Christina Finkler attacks the judgment admitting the will to probate on the grounds: (1) The court erred in granting proponents a judgment notwithstanding the jury’s verdict that decedent was of unsound mind at the time of the execution of the will, and that it was procured through undue influence; and (2) Assuming the document to be a will all the alterations, interlineations, cancellations and additions thereto are valid and must be given effect. Appellant Sumner J. Waite and his cousins in their brief attack the judgment on the second ground alone, and also allege that there was a revocation of the devise of the realty. By section 629 of the Code of Civil Procedure, enacted in 1923, it is provided that ‘when a motion for a directed verdict, which should have been granted, has been [591]*591denied 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, shall render judgment in favor of the aggrieved party notwithstanding the verdict. . . . ’

“ Both contestants and respondents concede the law to be that the right of the court to render a judgment notwithstanding the verdict is the same as the right of the court to grant a nonsuit or direct a verdict, and- that a non-suit may be granted or a directed verdict ordered when, disregarding conflicting evidence, and giving to the contestants’ evidence all the value to which it is legally entitled, indulging in every legitimate inference that may be drawn therefrom, the result is a determination that there is no evidence of sufficient substantiality to support a verdict in favor of contestants if such a verdict were returned.

“In Estate of Sharon, 179 Cal. 447, at page 459 [177 Pac. 283], the court, says:

“ ‘It is a settled rule of law regarding trials by jury that in a proper' case the court has full power to direct the jury to render a verdict.

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Bluebook (online)
46 P.2d 149, 3 Cal. 2d 584, 1935 Cal. LEXIS 455, Counsel Stack Legal Research, https://law.counselstack.com/opinion/finkler-v-purcell-cal-1935.