In Re Burris Estate

72 N.W.2d 884, 1955 N.D. LEXIS 147
CourtNorth Dakota Supreme Court
DecidedOctober 26, 1955
Docket7487
StatusPublished
Cited by18 cases

This text of 72 N.W.2d 884 (In Re Burris Estate) is published on Counsel Stack Legal Research, covering North Dakota 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 Burris Estate, 72 N.W.2d 884, 1955 N.D. LEXIS 147 (N.D. 1955).

Opinions

SATHRE, Justice.

■ This is a will contest in which the validity of an instrument purporting to be the last will and testament of Henry Burris deceased is involved. The proponent of the will Mártha B. Whelan is the daughter of the testátor and is the sole beneficiary under the 'terms of the will and nominated ‘as executrix thereof. The contestants are seVén sons of the testator and the children of' two deceased sons. The will was ad-Mittedfo probate in' the 'county court of Grand Forks 'County, North Dakota, upon petition by the proponent Martha B. Whel-an who was also appointed executrix of the will..

. The contestants .filed objections to the admission-of the will to probate on the following groundsi,

1. That it is signed by the testator using ■a matk. ’ ■

[886]*8862. ■ That its provisions were induced by undue influence exercised on the testator by the proponent; and ; .,.

3. That the terms of the will are unnatural. ’

The county court made its order admitting the will to probate and appointing the proponent as executrix- thereof.

The contestants appealed from the order of the county court to the district court of Grand Forks County. . The case was tried to the court and a jury. The jury returned a verdict that the will was invalid, and that it was not the will of the testator Henry Burris and judgment was entered upon the -verdict. Thereafter the proponent made a motion-for .judgment notwithstanding the verdict which was thereafter granted by the' district court. The contestants appealed from the order of the district court granting proponent’s motion for judgment notwithstanding the verdict and from the order vacating the judgment entered upon the verdict.

It is contended by the contestants, first that the will was not subscribed and executed as provided by law, that the testator signed by mark instead of subscribing his name thereto. Second that the will was the result of undue influence, exercised upon him by his daughter Martha the proponent of the will and. sole beneficia-ry thereof.

The record shows that testator was one of the early settlers in Walsh County having arrived in t}ie vicinity of the town of Conway in 1882. He was engaged in farming and lived on his farm or in a home in Conway until 1948. During that time he had acquired five quarter sections of land and had accumulated a considerable amount of personal property consisting of cash, bonds, and stocks. ■

His wife died in 1933 and from that time until'1948-he lived more or less alone. A son, Will Burris, who was unmarried, spent considerable time with his father during that time. In 1-948 the testator had a stroke which resulted in paralysis of his leff side, and from that time on he was unable to take care of himself.

Martha B. Whelan daughter of the testator and the proponent of the will had left home before the death of her mother in 1933 and was employed for some time in a bank at Grafton, North Dakota. Thereafter she left the state and went to the state of'New York where she was married and established her home. - A son of- the testator, Charlie Burris, also lived in New York. Upon hearing of His father’s illness he came back to visit him. Money for transportation by plane was sent to the daughter Martha' B. Whelan and- she together with the wife of Charlie- Burris went by plane to the home of her father at Conway, North Dakota. Martha B. Whe-lan arrived in Conway in November 1948. Arrangements were then made that she was to-take care of her .father at his home in Conway and that she was to receive $35 per week for her-services. .

She stayed with' her father at Conway and took care of him until' September 1949 when they moved to the City of' Grand Forks where they lived until her father’s death June 25, 1951. They rented a house known in the record as the Fladeland house. They lived in the Fladeland house until some time in the summer of 1950 when they moved to a house at 719 Maple Avenue. . -They continued to live at the -Maple Avenue house for some time after which they moved to a-house owned by one Jane Malone located at'1629-6th Avenue North, Grand -Forks, 'North Dakota. While the ■testator and''his daughter Martha were ■living in Grand Forks, Martha’s husband and son Joe were also living with them. The will of the-testator which is the subject of this contest was executed on November 22nd, 1950 at the house located at Maple Avenue. It was prepared by W. T. DePuy a lawyer at Grafton, North Dakota. Mr. DePuy testifying for the proponent, .stated that shortly before November. 22nd, 1950 he received a telephone call, evidently from Martha B. Whelan, stating that her father wanted to see him. He happened to see Martha Whelan personally on -November [887]*88721st the day before the execution of the will at which time he was told by her that her father wanted to see him. He drove to Grand Forks in the afternoon of November 22, 1950. He stopped at the Ryan hotel and made some ■ telephone calls after which he drove to the house on Maple Avenue North. After arriving at the Maple Avenue house he called Dr. Leigh of Grand Forks requesting him to come to the home of the testator. He had previously called C. F. Peterson of Grand Forks, a lawyer, requesting him to come to the home of the testator. G. F. Peterson and one Charles H. Fee arrived at the Maple Avenue house shortly after the arrival of Mr. DePuy and Dr. Leigh arrived a few minutes later. These four men DePuy, Peterson, Fee and Dr. Leigh then went into the bedroom of the testator, Henry Burris and Mr. Peterson closed the bedroom door. They visited with the testator for a few minutes and then -Mr. DePuy asked him what he wished him to do. He replied that he wished,to .make a will and wanted Mr. DePuy to prepare it for him. Mr. DePuy had with him a blank legal form and a scratch pad. He made notations on his scratch pad of the instructions and directions given by the testator. Thereafter he prepared the will in his hándwritirig in accordance with the instructions given by the testator. The testator gave the legal descriptions of the real property owned by him and he also gave the names of all of his children and of his grandchildren, ■ The will provided first, for the payment of all of his funeral expenses and all of his debts. It next provided for a bequest of $50 to St. Marks Church, Conway, North Dakota for the repose of the souls of himself and deceased relatives. The will then provided as follows:

“I give, devise, and bequeath to my daughter, Martha B. Whelan, all of the residue of my property, both real and personal, of ' every name, nature and description and wherever situated to have and to hold the same to said Martha B. Whelan forever. I further direct that included in my estate shall be included the indebtedness of my sons to me in the following amounts to-wit:”

Then follow the names of the sons and the amount that each one owed him. The will provided further: . .,

“I delibérately omit to provide for' my sons, Thomas Burris, Henry J. Burris, Frances Albert Burris, William, Burris, Wallace J. Burris, and Leo Burris and for my grandchildren Mildred McCann, Gertrude Narlock, Loren Burris, Gerald Burris and Henry Burris.”

Then follows the nomination and appointment of Martha. B. Whelan to be the executrix of the last will and testament, “revoking all former wills I made, she to serve without bond.”

■ After the will was prepared Mr.

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Cite This Page — Counsel Stack

Bluebook (online)
72 N.W.2d 884, 1955 N.D. LEXIS 147, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-burris-estate-nd-1955.