In Re Cummings' Estate

11 P.2d 968, 92 Mont. 185, 1932 Mont. LEXIS 89
CourtMontana Supreme Court
DecidedMay 21, 1932
DocketNo. 6,938.
StatusPublished
Cited by17 cases

This text of 11 P.2d 968 (In Re Cummings' Estate) is published on Counsel Stack Legal Research, covering Montana 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 Cummings' Estate, 11 P.2d 968, 92 Mont. 185, 1932 Mont. LEXIS 89 (Mo. 1932).

Opinion

Execution and Authentication of Will: The statutory requirements relative to the execution of a will are all of equal importance, and all must be observed. (In re Noyes' Estate,40 Mont. 178, 105 P. 1013; see, also, Gilbert v. Knox, 52 N.Y. 125;Remsen v. Brinckerhoff, 26 Wend. (N.Y.) 325, 37 Am. Dec. 251; In re Hitchler's Will, 25 Misc. Rep. 365, 2 Gibb. 589;55 N Y Supp. 642; In re Bryant's Estate, 14 N.Y. Supp. 917;Farleigh v. Kelly, 28 Mont. 421, 63 L.R.A. 319, 72 P. 756.)

Mental Unsoundness: If the testator is so weak in body that his mind is not capable of grasping the necessary facts he cannot make a valid will. (Mannatt v. Scott, 106 Iowa, 203, 68 Am. St. Rep. 293, 76 N.W. 717; Johnson v. Cochrane, 159 N.Y. 555,54 N.E. 1092; Darby v. Hindman, 79 Or. 223, 153 P. 56;State v. Lancester, 119 Tenn. 638, 14 Ann. Cas. 953, 14 L.R.A. (n.s.) 991, 105 S.W. 858; Daly v. Daly, 183 Ill. 269,55 N.E. 671; In re Langley's Estate, 140 Cal. 126, 73 P. 824; Page on Wills, sec. 705.) "In determining testator's capacity to make a will, evidence is admissible with reference to the weakness of his memory and his other mental traits." (In reKeithley's Estate, 134 Cal. 9, 66 P. 5.)

Where the testator has willed his property, or the most of it, away from his relations whom he has lived with and with whom he was on friendly terms, such provisions constitute evidence in determining his mental condition at the time of the execution of the will. (In re Gallo's Estate, 61 Cal.App. 163, *Page 188 214 P. 496.) Where a beneficiary sustaining confidential relations with testator has actually participated in procuring the execution of the will, the burden is upon him to show that it was not induced by coercion or fraud. (Estate of Baird,176 Cal. 381, 168 P. 561; Estate of Ricks, 160 Cal. 450,117 P. 532; Estate of Packer, 164 Cal. 525, 129 P. 778; Estate ofHiggins, 156 Cal. 257, 104 P. 8; Estate of Lavinburg,161 Cal. 536, 119 P. 915; In re Logan's Estate, 195 Pa. 282,45 A. 729.)

Undue Influence: An unjust and unnatural disposition of property, especially when coupled with activity in the preparation or execution of the will, raises a presumption of fact that it was procured by undue influence. (In re Lockwood'sEstate, 80 Conn. 513, 69 A. 8, 11; In re Witt's Estate,198 Cal. 407, 245 P. 197; In re Morey's Estate, 147 Cal. 495,82 P. 57; Page on Wills, secs. 716, 721, 731, 732, 741; In reWilliam's Estate, 52 Mont. 192, Ann. Cas. 1917E, 126, 156 P. 1087; In re Wilson's Estate, 117 Cal. 262, 49 P. 172, 711; 1 Schouler on Wills, 5th ed., sec. 77.)

Nonsuit: The general rule laid down by many cases is that questions of fact arising in an action to determine the validity of a will are no different in this respect from questions of fact in any other case. When evidence is given of such a character that different inferences may fairly and reasonably be drawn from it, the fact must be determined by the jury. In will contest cases the credibility of witnesses and the weight to be given to their testimony are for the jury. (In re Wall's Estate,183 Cal. 431, 191 P. 687; Estate of Snowball, 157 Cal. 301,107 P. 598; Estate of Johnson, 152 Cal. 778, 93 P. 1015; In reMurphy's Estate, 43 Mont. 353, 370, Ann. Cas. 1912C, 380, 106 P. 1004; Berger v. Lane, 190 Cal. 443, 213 P. 45; In reArnold's Estate, 147 Cal. 583, 82 P. 252; Burns v.Jackson, 53 Cal.App. 345, 200 P. 80; In re Sandman'sEstate, 121 Cal.App. 9, 8 P.2d 499; In re Taylor'sEstate, 92 Cal. 564, 28 P. 603.) *Page 189 Due Attestation: In case of doubt, the recitals of an attestation clause are always to be considered. (Estate ofDowl, 181 Cal. 106, 183 P. 794.) Testimony of a witness who has solemnly subscribed his name to a will, as an attesting witness, knowing the nature of his act and that decedent would rely upon his signature as a part of the execution of the will, who casts doubt upon its due execution, should be closely scrutinized. (Estate of Motz, 136 Cal. 558, 69 P. 294.) And, in Estate of Nelson, 132 Cal. 182, 64 P. 294, the court held it not error to instruct the jury that testimony of an attesting witness, who testified adversely to the instrument, was entitled to little weight. (26 Cal. Jur. 752.) And if the direct evidence in the case leaves the mind in doubt as to whether the statutory formalities were observed, an inference in favor of due execution is to be derived from the fact that the ceremony was supervised by a lawyer who was familiar with the requirements. (Estate ofJohnson, 152 Cal. 778, 93 P. 1015.)

The supreme court of California has laid down the rule to be applied in this very class of cases in Estate of Kent, 161 Cal. 142,118 P. 523

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Bluebook (online)
11 P.2d 968, 92 Mont. 185, 1932 Mont. LEXIS 89, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-cummings-estate-mont-1932.