Holliday v. Holliday

1958 OK 162, 327 P.2d 456, 1958 Okla. LEXIS 513
CourtSupreme Court of Oklahoma
DecidedJune 24, 1958
Docket37757
StatusPublished
Cited by11 cases

This text of 1958 OK 162 (Holliday v. Holliday) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Holliday v. Holliday, 1958 OK 162, 327 P.2d 456, 1958 Okla. LEXIS 513 (Okla. 1958).

Opinion

BLACKBIRD, Justice.

This appeal involves the title to property acquired, during his life, by one Arthur Otis Holliday, hereinafter referred to as testator, who died at the age of 85 years, while a resident of Lawton, Oklahoma.

In his younger years, the testator was actively engaged as a farmer and stockman at Faxon, Oklahoma, but, in later years, moved to Lawton, where, in addition to retaining farm and cattle interests, he owned at least one commercial rental property, and other real estate.

In March, 1948, when the testator was 79 years of age, his first wife, Lottie, to whom he had been married 55 years, died. During her last illness, her niece, Helen Weightman, who, while a young girl, had lived at Lawton, but about 1910 had moved with her family to Los Angeles, returned to Lawton to help care for her. After Lottie’s death, Helen returned to her California home, but shortly thereafter the testator visited her and her brother there, *458 and, on May 30, 1948, the two were married in Los Angeles. Helen was then approximately 60 years of age.

After the couple’s return to Lawton, and, on August 23, 1948, Holliday executed a will bequeathing and devising a life estate in all of his property to Helen. The will further provided that the remainder of said property, or its sale proceeds, if sold, was to be equally divided between his brothers and a sister, except one property in Law-ton, in which a nephew, Robert Holliday Cobean, was to have a life estate, with the remainder thereof going, upon said devisee’s death, to his children. The will authorized the sale of the testator’s “Farm Properties * * * at” Helen’s “wish for her needs, but not all at once”, whereupon the sale price thereof would be “divided One-Half to Helen and the remaining One-Half” being “equally divided among my brothers and sister living at the time * *

Later, on August 12, 1952, Holliday executed a new will, which he noted on the old one, “voided” it. The new will contained the same provision as the old one regarding sale of the “Farm Properties” except that, in the sale proceeds, the nephew, Robert Holliday Cobean, was to participate equally with the testator’s brothers and sister. The new will also bequeathed the sum of $10 to each of the testator’s nephews, except Cobean, and further differed from the old will in that, as to the property remaining at Helen’s death, her brothers and sisters were to share in it equally with his.

In 1953, the testator had a sore on his back or left shoulder, which was diagnosed as of cancerous origin. Thereafter, the testator went to a Texas clinic where he was operated for the cancer, on July 30, 1953. On February 20, 1954, the testator and his wife executed three joint survivorship deeds to themselves on three parcels of the testator’s Lawton real estate. The same month a new cancer lesion that developed in his arm pit was operated in Texas, where he was hospitalized approximately 20 days. After his return from Texas, and on July 21, of the same year, the testator and his wife executed to themselves 9 more joint survivorship deeds on other real estate the testator owned. ■In May, 1955, he was operated a third time at the Texas clinic again for cancer on the shoulder. Toward the latter part of December that year, the testator fell in his home, receiving a laceration on his head. Upon the advice of his local physician, Dr. Angus, he was then hospitalized in a Lawton hospital until about February 16, 1956, when he was returned to his home, where he died approximately five days later. Dr. Angus attributed his death directly to hypostatic pneumonia.

In July, 1956, the testator’s surviving widow, and named executrix in both of his wills, filed her petition in County Court for the admission to probate of the last of said wills. This was contested by the testator’s brothers, sister and nephews, who about the same time commenced, in the Superior Court, an action against the widow to nullify and cancel the above-mentioned twelve joint survivorship deeds. Thereafter, on September 27, 1956, the County Court sustained the widow’s demurrer to said contestants’ evidence, and entered its order admitting the aforesaid will to probate. After the contestants had appealed this order to the District Court, the aforesaid deed cancellation case in the Superior Court was transferred to the District Court, where it was consolidated with the appeal and trial de novo of the will contest proceedings. At the joint trial of these consolidated cases, the testator’s brothers, sister and nephews, appearing herein as plaintiffs in error, but hereinafter referred to as appellants, introduced evidence calculated to support, among other things, the allegations they had made in both the will contest and deed cancellation case, to the general effect that Helen, hereafter referred to as appellee, had procured the execution of the aforesaid deeds and will in the furtherance of a design and scheme to deprive them of the share in testator’s property that otherwise would have “passed” to them, and, at a time when the *459 testator was ill and mentally incompetent, and acting- under her undue influence. At the close of the trial, the District Court, hereinafter referred to as the trial court, entered judgment in favor of the appellee, affirming the County Court’s order admitting the will to probate and denying appellants the relief they had sought initially in the aforementioned deed cancellation case.

Appellants have perfected the present appeal, contending generally, under one proposition of error, that said judgment is “contrary to the great weight of the evidence and unsupported thereby.”

As to the testator’s testamentary capacity on August 12, 1952, when he executed the will admitted to probate, there was no conflict in the direct evidence. All three of the attesting witnesses, two bankers and a real estate and insurance man, all of whom had known the testator for periods ranging from 10 to 40 years, gave unequivocal testimony that the testator appeared to be fully competent at the time the will was executed in their presence. Dr. Angus, through Kiwanis Club membership, had known the testator several years previously but attended him for the first time professionally, when, in 1953, he examined the lesion between the shoulder blades on testator’s back, and advised him “to put himself in the hands of some skin specialist or cancer specialist”, and thereafter continued to serve testator professionally, when necessary, after his respective aforementioned operations in Texas, and including his last illness, testified in substance that the first time he noticed the testator “slowing up” or “weakening” mentally was in July, 1955. This physician’s testimony was to the effect that at all previous times when he saw him, the testator was fully competent; and he indicated that the only time he considered him not so was when he was under sedation during his last illness, beginning in December, 1955. Other witnesses, including Mrs. Alva Gordon, who had known the testator many years and was with him frequently during his illness, gave testimony to the effect that the testator was mentally alert at all times except on a few occasions when he was in the hospital under sedation. Mr. Strecker, a tenant on one of the testator’s farms, testified concerning some of the details of cattle, crop and lease transactions, he had with the testator for several years extending through the summer of 1955.

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Cite This Page — Counsel Stack

Bluebook (online)
1958 OK 162, 327 P.2d 456, 1958 Okla. LEXIS 513, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holliday-v-holliday-okla-1958.