Hurd v. Mosby

615 P.2d 1115, 47 Or. App. 951, 1980 Ore. App. LEXIS 3245
CourtCourt of Appeals of Oregon
DecidedAugust 18, 1980
DocketNo. 129 465, CA 14840
StatusPublished
Cited by3 cases

This text of 615 P.2d 1115 (Hurd v. Mosby) is published on Counsel Stack Legal Research, covering Court of Appeals of Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hurd v. Mosby, 615 P.2d 1115, 47 Or. App. 951, 1980 Ore. App. LEXIS 3245 (Or. Ct. App. 1980).

Opinion

ROBERTS, J.

The issue on appeal in this will contest case is whether testatrix, Lena L. Unger, had sufficient testamentary capacity to execute a last will and testament on February 25,1976. This was tried as a suit in equity and our review is de novo. Former ORS 113.055(4).1 The probate court found that testatrix had sufficient testamentary capacity. We disagree.

The requirements of testamentary capacity were summarized in Kastner v. Husband, 231 Or 133, 136, 372 P2d 520 (1962), as follows:

"* * * q) the person must be able to understand the nature of the act in which he is engaged; (2) know the nature and extent of his property; (3) know, without prompting, the claims, if any, of those who are, should or might be, the natural objects of his bounty; and (4) be cognizant of the scope and reach of the provisions of the document. If the foregoing conditions are found to prevail at the time of executing the instrument, the testator is deemed to have sufficient capacity to make a will. * * *”

See also Hunt v. Galton, 37 Or App 811, 815, 588 P2d 125 (1978), rev den (1979); Re Phillips’ Will, 107 Or 612, 618, 213 P 627 (1923); In Re Walther’s Estate, 777 Or 382, 386, 163 P2d 285 (1945); In Re Estate of Verd Hill, 198 Or 307, 317, 256 P2d 735 (1953).

The facts surrounding the actual signing of the will are as follows. Lena L. Unger executed her last will and testament, revoking her previous will, on February 25, 1976, at the age of 78. Respondent, testatrix’s nephew and the beneficiary under the will, contacted an attorney to prepare the will.2 The will was prepared from information supplied to the [954]*954attorney by respondent. Testatrix never discussed the provisions of this will with the attorney at any time. Respondent picked up testatrix at a nursing home, which she had moved into eight days before, and took her to the attorney’s office. The attorney testified testatrix was asked if she declared this to be her last will and testament and if she was willing to sign it. Testatrix’s only comment to the attorney was the response, "yes,” and an affirmative nod of her head. Testatrix signed the will at the place indicated to her by the attorney.3

The attorney was one of the subscribing witnesses. He testified that he felt testatrix was competent to make the will as he had no data to indicate otherwise. The other subscribing witness, the attorney’s secretary, also testified that, in her opinion, testatrix was competent, as she, too, had no reason to believe otherwise. The secretary was present when respondent read aloud the provisions of the will to testatrix in the reception area, but was unable to hear anything said by testatrix although testatrix appeared to the secretary to be asking questions. After respondent’s explanation to testatrix and prior to testatrix’s execution of the will, testatrix approached the secretary, asking something to the effect of "What is this, what am I doing, what do you want me to do?” The [955]*955secretary did not recall that an explanation was given to testatrix by anyone. The secretary testified that the attorney then appeared and asked some cursory questions about testatrix’s satisfaction with the document. The secretary did not hear testatrix say anything, but she did appear to nod her head. Testatrix then signed the document at the place indicated to her.

The testimony of the subscribing witnesses, aided by the presumption of competency which accompanies a will that has been duly executed, carries great weight in the determination of decedent’s testamentary capacity. Hunt v. Galton, supra, 37 Or App at 815; Clauder v. Morser, 204 Or 378, 386, 282 P2d 352 (1955); Kastner v. Husband, supra, 231 Or at 140. The reason for this is that the determination of testamentary capacity must focus on the moment the will is executed and subscribing witnesses are in a position to observe the decedent at the time of the execution. Gentry v. Briggs, 32 Or App 45, 49, 573 P2d 322 rev den (1978); Clauder v. Morser, supra, 204 Or at 387; Trombly et al. v. McKenney, Ex., et al., 191 Or 90, 107, 228 P2d 417 (1951). Nevertheless, this heavy reliance on the subscribing witnesses’ testimony is not always appropriate.

Based on the facts and circumstances peculiar to this case, we conclude that other testimony must be given greater weight than that of the subscribing witnesses, whose exchange with testatrix was minimal and who were afforded little opportunity to obsérve testatrix.

The only other witness who was present at the time the will was executed was respondent, who indicated in his testimony that, in his opinion, testatrix had testamentary capacity. Respondent testified that he read the will to testatrix and explained everything. He could not recollect testatrix asking him any questions. He recalls testatrix’s statement to secretary as "Where do I sign?” Respondent is not a disinterested witness. Therefore, his testimony is not of the category generally given great weight. Clauder v. Morser, supra.

[956]*956Other witnesses who testified were nursing home personnel who had observed testatrix for a period of eight days prior to the signing of the will, and the physician who examined testatrix three days prior to the date the will was executed. These witnesses were disinterested and unanimous in their opinion that at the time the will was executed, testatrix was without testamentary capacity. Those on the nursing staff who were familiar with testatrix until her death, two and one-half years later, also indicated that at no time was she competent.

The examining physician, who is a specialist in atherosclerosis, and who had extensive experience in his practice with strokes, brain tumors and other ailments that affect the level of consciousness and mental status, diagnosed testatrix as suffering from atherosclerosis, which was manifesting itself in a brain syndrome. He indicated this mental disorder caused testatrix, at the time of the examination, to be incapable of orienting herself as to time or place and left her without a short term memory and with a very poor long term memory. Testatrix, although able to respond on a fairly basic level, had difficulty with communications such as "Lift your right leg” and "Sit on the bed.” Based on his examination, the physician indicated that testatrix was confused, and that the condition would not improve, although it could fluctuate "a little” day to day. The doctor indicated that, in his opinion, testatrix could not understand she was executing a will, could not understand the import of the distribution provisions of the will, and could not understand the nature and extent of her property.

Those individuals who testified that they observed testatrix frequently both prior to and subsequent to the execution of the will were a registered nurse, a licensed practical nurse, the nursing home’s activities director, and the home’s administrator. They all indicated that testatrix lacked testamentary capacity. Testatrix was described as being very confused; as [957]

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Related

Perry v. Adams
827 P.2d 930 (Court of Appeals of Oregon, 1992)
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817 P.2d 760 (Court of Appeals of Oregon, 1991)
Hurd v. Mosby
636 P.2d 436 (Court of Appeals of Oregon, 1981)

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Bluebook (online)
615 P.2d 1115, 47 Or. App. 951, 1980 Ore. App. LEXIS 3245, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hurd-v-mosby-orctapp-1980.