In Re Benson's Estate

46 N.W.2d 176, 153 Neb. 824, 1951 Neb. LEXIS 34
CourtNebraska Supreme Court
DecidedFebruary 16, 1951
Docket32882
StatusPublished
Cited by11 cases

This text of 46 N.W.2d 176 (In Re Benson's Estate) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Benson's Estate, 46 N.W.2d 176, 153 Neb. 824, 1951 Neb. LEXIS 34 (Neb. 1951).

Opinion

Messmore, J.

This is a will contest in which the validity of an instrument purporting to be the last' will and testament of Etta Benson, deceased, is involved. The will was admitted to probate in the county court over the objections of the contestant Mary Hafer. The objections to the probate of the will were: (1) That the will was not executed and attested as required by law; (2) that at the time of the making and executing of the will the testatrix was not possessed of sufficient mental and physical capacity to so make and execute the will, by reason of old age, mental illness, being under the influence of drugs and medicine and suffering excruciating pain due to a fatal heart disease; and (3) that the execution of the will was procured by the assertion .of undue influence on the part of Mabel Hourigan, sister of the deceased, who by the terms of the will receives the largest share of the estate, and her husband, which deprived the contestants, of an equitable distribution of the estate. From the admission of the will to probate in the county courts the case was appealed to the district court. In the district court Mary Hafer and Ella F. Stanley, sisters of the testatrix, DeVee Hourigan and Nadyne Marshall, *826 nieces of the testatrix, appear as .contestants. A jury was impaneled and the case proceeded to trial. At the close of the evidence consisting of proponents’ prima facie case and the contestants’ case, the proponents moved for a directed verdict which was sustained. The district court entered judgment for the proponents and decreed the will to be the last will of Etta Benson, deceased. Upon the overruling of the motion for new trial filed by the contestants, contestants appeal.

The contestants predicate error in that the district court did not submit the case to the jury on the issues presented in the objections to probate. Under this assignment of error the question- to determine is the sufficiency of the evidence to warrant submission of the case to the jury on the issue of testamentary capacity or undue influence.

In considering this question it is necessary to have in mind certain legal principles governing testamentary capacity, as follows: The mental- capacity of a testator is tested by the state of his mind at the time he executed the will. If the testator knows the extent and character of his property, the natural objects of his bounty, and the purposes of his devises and bequests, he is mentally competent to make a will. In re Estate of Inda, 146 Neb. 179, 19 N. W. 2d 37; In re Estate of Scoville, 149 Neb. 415, 31 N. W. 2d 284.

In the instant case, the proponents made a prima facie case in substance as follows: At the time of the drafting of the will Etta Benson was 72 years of age. The attorney who drafted the will testified that he had transacted business for the decedent at different times and had been acquainted with her for a period of 25 years preceding her death. On April 26, 1946, he drafted a will for her. On August 18, 1949, his law office-was closed at noon due to the county fair in progress. He went to his residence, and about 3 p. m. Mabel Hourigan, a sister of the decedent, stopped at his home and informed him that Etta wanted to see him, but she did *827 not know when. Later Mabel called him by telephone that Etta wanted to see him. In response to the call he waited until Mabel could come and take him to her home where Etta lived. When he arrived at the house Mrs. Frank Hafer, a sister of Etta, as well as Mrs. Will Hourigan and Mrs. DeVee Hafer Hourigan, nieces of Etta, and Mabel Hourigan were present. He went into the bedroom where Etta was lying in bed. He and she were alone, and he inquired of her what she wanted. She said she wanted to change her will. They went over the property she owned and in what respect she desired to change her will. He was without pencil and paper, went into another room, procured the same, and made notes as to the - manner in which she wanted the will drawn. She discussed her relatives and said that in her previous will she had bequeathed $500 to a deceased brother’s wife, and that they had an adopted son. She wanted to know if she was legally bound to give her property to anybody. She was -advised in this matter. She wanted her sister Mabel Hourigan to have the entire half section of land she owned for the reason that she did -not know how sick she was, and she wanted Mabel to take care of her, therefore she favored her in the will. When the will was prepared he called Mabel Hourigan to come and get him and his secretary. When he arrived at the Hourigan home he went into the bedroom to see Etta and told her he had prepared the will. She asked that it be read, and he read it aloud to her. She then said that was the way she wanted it and asked that a neighbor, Mrs. Pangle, be called as a witness to the will. He held the will in his hand and asked Etta what it was.- She said it was her will. He then asked her if she wanted Mrs. Pangle, his secretary, and himself to sign as witnesses. She replied that she did. She said she could not sign without her glasses, reached for them, put them on, and signed each page of the will and noted her signature properly on the last page of the instrument. All three witnesses were present, saw *828 her sign, and then each signed as a witness to the will. Etta said at that time that it was her last will.

Mrs. Pangle testified that she had been acquainted with Etta Benson for 20 years, and that Etta lived with Stub and Mabel Hourigan and had so lived with them when they purchased the house across the street from this witness five or six years previously. She knew Etta was ill on August 18, 1949, because Dr. Hinrichs had been there about 2:30 p. m. She went over to find out Etta’s condition. Mabel told her Etta was “pretty sick.” It was about 6 p. m. when Mabel called her to come over and witness Etta’s will. In all other respects she corroborated the testimony of the attorney, and gave as her opinion that Etta was fully conscious, talked normally, knew the witness, and that she stayed and visited with her a little while and asked her how she felt. She said she “would be all right if it wasn’t for this pain in her chest,” and asked this witness to call again.

The secretary corroborated the testimony of the other witnesses to the will, and testified that in her opinion Etta Benson was competent at the time she executed the will.

If the proponent makes a prima facie case as to testamentary capacity, it then devolves upon the contestant to overcome the presumption arising therefrom, after which the burden of going ahead and proving testamentary capacity by a preponderance of the evidence devolves upon the proponent. See In re Estate of Witte, 145 Neb. 295, 16 N. W. 2d 203, and cases hereinbefore cited in this opinion.

It is well established in this jurisdiction that upon a motion for a directed verdict at the conclusion of all of the evidence, the. motion must be treated as an admission of the truth of all of the material and relevant evidence admitted and all proper inferences to be drawn therefrom. See In re Estate of Scoville, supra.

We set forth the relevant and material evidence, not *829 in detail but sufficiently to discern the contestants’ view thereof to sustain their contention .with reference to the errors complained of.

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Cite This Page — Counsel Stack

Bluebook (online)
46 N.W.2d 176, 153 Neb. 824, 1951 Neb. LEXIS 34, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-bensons-estate-neb-1951.