Hubbell v. Houston

1967 OK 138, 441 P.2d 1010, 1967 Okla. LEXIS 463
CourtSupreme Court of Oklahoma
DecidedJune 6, 1967
Docket41407
StatusPublished
Cited by19 cases

This text of 1967 OK 138 (Hubbell v. Houston) 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
Hubbell v. Houston, 1967 OK 138, 441 P.2d 1010, 1967 Okla. LEXIS 463 (Okla. 1967).

Opinion

LAVENDER, Justice.

On May 22, 1964, Andrew Jackson Hamel executed an instrument designating it his last will and testament. He had no wife or children, his wife having predeceased him more than a year before. His nearest relatives were brothers and sisters, nieces and nephews. Two of his nephews lived in Tulsa, where he also had resided for a number of years. One of the nephews, Houston Hubbell, was made the sole dev-isee of the residue of Mr. Hamel’s property by the terms of said will. One of the provisions of the will was a bequest of $20,000.00 to Mr. Hamel’s attorney who prepared the will. Houston Hubbell and David Fist were designated in the will to serve as co-executors. Two sisters contested the admission of the will to probate when it was offered. The grounds of their objections were that the testator lacked testamentary capacity at the time of the execution of the will, and in the alternative if the will not be denied probate on that ground that the residual provision in favor of Houston Hubbell was invalid because it resulted from undue influence exerted over the testator by his said nephew. The contestants further objected to the provision for the testator’s attorney upon the ground that it resulted from undue influence on the part of the attorney-legatee.

These contentions were all denied by the county court, which admitted the will to probate and issued letters testamentary to the co-executors named therein. The contestants appealed to the District Court of Tulsa County, where after a trial de novo upon the above issues the district court entered its judgment affirming the county court in all respects, except the district court refused to admit to probate the residual clause in the will finding undue influence as alleged by the contestants. Motions for new trial were thereafter presented to the district court by both the contestants and the proponents. Both motions were overruled, and judgment was entered by the trial court. The contestants have brought the matter on appeal here arguing that the trial court committed error in admitting to probate the provision in the will by which the attorney was to receive $20,000.00.

*1013 This appeal was assigned number 41,407 by this court. The co-executors of the will and Houston Hubbell, individually, prosecuted an appeal here in which they in effect contend the judgment of the trial court on the issue of undue influence was against the clear weight of the evidence. The last mentioned case was assigned our number 41,434. Both cases, because they contain identical issues, refer to the same evidence and involve the same judgment below, were by order of this court consolidated for the purpose of consideration and disposition. The cases are consolidated under case number 41,407.

In a will contest it is the duty of this court, in considering the matter on appeal, to examine the entire record and weigh the evidence for the purpose of determining whether the judgment of the trial court was against the clear weight of the evidence. If we find that it was, then it is our duty to enter such judgment as we believe should have been entered by the trial court. In re Chubbee’s Will, 133 Okl. 156, 271 P. 681; and In re Hess’ Estate, Okl., 379 P.2d 851.

We shall first consider whether the finding by the trial court that the nephew Houston Hubbell exerted undue influence over his uncle, the testator, is against the clear weight of the evidence.

The record is voluminous, and we shall do our best to limit our references to the record to only those matters we consider essential to the issue. (We notice that the contestants have apparently abandoned their earlier contention that Mr. Hamel was not possessed of testamentary capacity, so we shall assume that he was.)

Mr. Hamel came to Oklahoma about 1900 from Missouri. He was experienced in the savings and loan business and engaged successfully in that endeavor in Tulsa. He was able to accumulate a considerable estate estimated at approximately $300,000.00, consisting of real estate, corporate stock and cash. Mr. and Mrs. Hamel were never blessed with children, and consequently upon her death in March, 1963, he was left living alone, except for a housekeeper, Elizabeth Foster, who had been in the employ of the Hamels for more than twenty years. After the death of Mrs. Hamel, Mr. Hamel entered St. John’s Hospital for the purpose of having an operation. Houston Hubbell prior to that time had been a frequent visitor in the home of his aunt and uncle and had been a fishing companion of Mr. Hamel’s. The latter, anticipating that he might be incapacitated from taking care of his business for some time following the operation, directed Houston to go to another room in the hospital, in which room Mr. Henry Fist, Mr. Hamel’s attorney, happened also to be a patient. As a consequence of this, a power of attorney was prepared by Mr. Fist, or at his direction, by which Mr. Hamel authorized Houston to collect rents, pay bills, and in general transact Mr. Hamel’s business to the same extent as he might do if he were able to do so. We consider it significant that this power of attorney was executed by Mr. Hamel at a time before he became ill, at a time when even we may expect the contestants to agree that Mr. Hamel was in complete control of his property and of his faculties. We consider it indicative of the fact that Mr. Hamel had great confidence in his nephew’s honesty and ability. We are unable to see any other explanation of why this astute and highly successful businessman would confidently and willingly turn over to the nephew all of the uncle’s worldly goods consisting of a size-able fortune. In this connection it should be noted that there was a total absence of evidence (nor was it ever contended) that the nephew in any way misappropriated any of his uncle’s property or abused the confidence reposed in him by Mr. Hamel. In connection with this power of attorney, we also notice that the testimony was uncontradicted that Houston did not write a check without the express approval of Mr. Hamel.

Many people, especially those who are successful in the business world, acquiring *1014 and multiplying what to many of us are fortunes, can be described, for want of a more descriptive term, as “rugged individualists,” “salty characters,” if you will, who are not easily influenced by others. The proponents of the will contend that Mr. Hamel fits in this category. The contestants on the other hand claim that while he may have fit that description at one time in his life, he gradually deteriorated because of his physical condition so that by May 22, 1964, the date of the execution of his will, he was under the influence of his nephew, Houston Hubbell.

These two widely divergent pictures have caused us to carefully consider the testimony of the witnesses not in the light of how the advocate for the one side or the other may view the significance of this or that item of evidence, but rather of how we, from an objective standpoint, might consider it. In reviewing the evidence, we were impressed with the testimony of those witnesses who apparently had nothing to gain from a ruling admitting or denying to probate the residual clause of the will. Among these witnesses were the two nurses, Lahoma Wallace and Frances Neff; the attending physician, Dr. Paul Strong; Mr. Darwin Smith, a building contractor; Mr. Mer-rell Perkins, an insurance adjustor, and Frank Barnhart, the testator’s stock broker and adviser.

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Cite This Page — Counsel Stack

Bluebook (online)
1967 OK 138, 441 P.2d 1010, 1967 Okla. LEXIS 463, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hubbell-v-houston-okla-1967.