In Re Davis' Estate

1935 OK 242, 43 P.2d 115, 171 Okla. 575, 1935 Okla. LEXIS 49
CourtSupreme Court of Oklahoma
DecidedMarch 12, 1935
DocketNo. 25194.
StatusPublished
Cited by12 cases

This text of 1935 OK 242 (In Re Davis' Estate) 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
In Re Davis' Estate, 1935 OK 242, 43 P.2d 115, 171 Okla. 575, 1935 Okla. LEXIS 49 (Okla. 1935).

Opinion

PHELPS, J.

Thompson Davis was a 72-year-old full-blood restricted Indian. He was a bachelor and had no living parents, brothers, sisters, or children. In April, 1929, he married, and a few days later he executed a will leaving all of his estate, consisting chiefly of about $50,000 in cash and bonds held for him by the Indian Agency, to his wife, Effie Davis, the defendant in error. He died January 16, 1933, and thereafter the widow filed her petition for the probate of the will in the county court of Craig county, whereupon, the plaintiffs in error, certain collateral kindred of the deceased, contested the will and probate thereof. Both the county court and, upon appeal, the district court admitted the will to probate, and this appeal is by thé contestants, who will hereinafter be referred to by that name.

The questions to be determined are three: First, does the county court of *576 Craig- county have jurisdiction, of this estate? Second, did the testator possess testamentary capacity? Third, did the testator execute the will in compliance with the requirements of law?

We have often announced the rule that in an appeal of this nature we will examine the whole record for the purpose of determining whether the findings and judgment of the trial court are supported by the evidence and will refuse to reverse the judgment unless the conclusion reached by the trial court is clearly against the weight of the evidence. In re Estate of James, 131 Okla. 142, 268 P. 296, and cases there cited. In compliance with that duty and due to the great difference of opinion expressed by the parties in their briefs as to the testimony of witnesses in the ease, we have read the record and find the facts governing the determination of the three above questions to be substantially as appear below.

First, as to the jurisdiction: If Thompson Davis had a fixed place of abode prior to 1923, it was probably Tahlequah. That year, however, he bought the home place of his nephew at Vinita, Craig county, and the nephew and his wife moved away. To this place Davis moved all of his personal belongings, including household goods and a wagon and team, living there as a bachelor until 1929, when he married the proponent, the widow of his nephew, who had died in the meantime. When decedent first moved into the house he had a niece keep house for him, but they got along badly together and she moved away, whereupon proponent and her husband, the nephew, returned and kept house for him. When proponent and decedent married they continued'to live in the house, if his being away from home virtually all of the time does not prevent our calling the place his home within the meaning of the law.

Thompson Davis was of an ambulatory nature; he roved around from place to place, would stay awhile in one place and then movfe to another. He said he liked to travel. When he married, this habit was not materially changed, and from that time until his death four years later, he spent most of his time in Tahlequah, hut also made frequent visits and spent considerable time in Muskogee, Stilwell, Hulbert, and other places. Numerous witnesses testified that he referred to Vinita as his home, but complained that the water in that town did not agree with him. There seems to have been a total absence of domestic trouble, and frequently when in Muskogee or other places he would telephone his wife and she would go to him on the first train and visit there for a day or so, subsequently returning to the home place in Vinita. A Tahlequah taxi driver, who had driven decedent to Muskogee and to and from the train at Tahlequah during the 18 months before decedent died, testified that decedent said “sometimes he stayed here and sometimes at Hulbert, but his right home was in Vinita.” Without, of course, having heard the witnesses, but basing our conclusions on the record, we would say that if the man had a home at all, any fixed place of- abode, it must have been at Vinita, regardless of his wanderings.

The decedent being a resident of this state at the time of his death, section 1069, O. 8. 1931, requires that his will must be proved and letters testamentary granted “in the county of which the decedent was a resident at the time of his death, in whatever place he may have died.” The word “residence,” used in this connection, means the same as “legal residence” or “domicile.” Richards v. Huff, 146 Okla. 108, 293 P. 1028. The question of residence is one of jurisdiction, and unless the decedent’s residence was in Craig county the county court did not have jurisdiction. to probate this will. In re Elrod’s Estate, 154 Okla. 84, 6 P. (2d) 676; Cartwright v. Holcomb, 21 Okla. 548, 97 P. 385. James v. Sanders, 95 Okla. 195, 218 P. 877.

The residence of a man having a family which he maintains is prima facie where the family dwells; it connotes a settled or fixed abode of a character indicating permanency, at least for an indefinite time. It signifies a party’s permanent home and principal establishment, which, whenever he is absent, he has the intention of returning. Jones v. Reser et al., 61 Okla. 46, 160 P. 58; Richards v. Huff, supra. There can be no doubt that when the term is used with reference to the venue of probate proceedings the foregoing definition is the most satisfactory test of “residence” or “resident,” as used in such a statute. There is a distinction between such use of the term and the manner in which it is sometimes used for other purposes; for instance, in attachment one may have a fixed place of abode to which he intends returning, and yet may absent himself under such circumstances and for so long a period as would make it proper to obtain jurisdiction *577 against him by attachment proceedings against local property, under the allegation and on the ground that he was a “nonresident.” For the purpose of an attachment proceeding he could in some eases be a nonresident, yet in probate proceedings be a resident. 2 R. O. L. 819; Waples on Attachment (2d Ed.) sec. 45.

Davis was either a resident of Tahlequah, in Cherokee county, or Vinita, in Craig county. As to venue in probate proceedings, he could have but one residence at a time. Richardson v. Gregg, 144 Okla. 102, 290 P. 190; James v. Sanders, 95 Okla. 195, 218 P. 877. When in 1928 he moved, with all of his belongings, to the home he bought in Vinita and set up housekeeping there, it was an establishment of a residence in that county. Eor us to say that at the time of his death he had established a new residence in Tahlequah, it would be necessary for us first to determine that he had abandoned the residence in Vinita with the intention not to return. Youngblood v. Rector, 126 Okla. 210, 259 P. 579. But the evidence does not support any such conclusion. To the contrary, all the evidence reflects the intention of the decedent to return to Vinita, which he called his home. Even in his last illness, while away from home, he expressed the desire to be taken home, meaning Vinita. It was the place where he had lived six years prior to his marriage, which he had never abandoned, and where the family of which he was the head was still residing. The conclusion of both the trial courts that Craig was the county of decedent’s residence, although disputed by contestants’ witnesses, is not against the clear weight of the evidence as reflected by the whole record.

The second question involved is that of testamentary capacity.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

IN THE MATTER OF THE ESTATE OF FULKS
2020 OK 94 (Supreme Court of Oklahoma, 2020)
Estate of Samochee
1975 OK 143 (Supreme Court of Oklahoma, 1975)
Leiby v. Superior Court of Maricopa County
421 P.2d 874 (Arizona Supreme Court, 1966)
Munson v. Snyder
1954 OK 257 (Supreme Court of Oklahoma, 1954)
Nielsen v. Sawyer
1949 OK 182 (Supreme Court of Oklahoma, 1949)
Merrell v. United States
140 F.2d 602 (Tenth Circuit, 1944)
Southwestern Greyhound Lines v. Craig
1938 OK 304 (Supreme Court of Oklahoma, 1938)
Whitson v. City of Pauls Valley
1938 OK 208 (Supreme Court of Oklahoma, 1938)
Miles v. Free
181 Okla. 564 (Supreme Court of Oklahoma, 1937)
In Re Free's Estate
1937 OK 708 (Supreme Court of Oklahoma, 1937)

Cite This Page — Counsel Stack

Bluebook (online)
1935 OK 242, 43 P.2d 115, 171 Okla. 575, 1935 Okla. LEXIS 49, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-davis-estate-okla-1935.