In Re Dougan's Estate

53 P.2d 511, 152 Or. 235, 1936 Ore. LEXIS 153
CourtOregon Supreme Court
DecidedOctober 16, 1935
StatusPublished
Cited by14 cases

This text of 53 P.2d 511 (In Re Dougan's Estate) is published on Counsel Stack Legal Research, covering Oregon 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 Dougan's Estate, 53 P.2d 511, 152 Or. 235, 1936 Ore. LEXIS 153 (Or. 1935).

Opinion

BOSSMAN, J.

The issues are (1) did Nettie J. Dougan, who executed a will on November 28, 1933, possess sufficient testamentary capacity on or about August 10, 1934, to enable her to revoke it on that day as her son, Boy L. Williams, the respondent, alleges; (2) did she, on or about August 10, 1934, obliterate the will and declare it revoked; and, if so, (3) did she intend that the alleged revocation should be unconditional, or that it should be dependent upon her execution of a new will.

Nettie J. Dougan executed a will November 28, 1933, and died August 29, 1934, aged 68 years, leaving an estate appraised at $30,820.16. Her only child, now a man of mature years, is the respondent. The will gave bim a bequest consisting of some building certificates, appraised as valueless, and 44 shares of the preferred *237 stock of the H. S. & D. Investment Company, appraised as worth $880. The principal items of Mrs. Dongan’s estate consisted of shares of stock of the H. S. & D. Investment Company, a corporation, owner of the Medical Dental bnilding of Portland. Her will, besides containing the aforementioned bequest in favor of her son, bequeathed $4,000 to a nephew of her deceased husband. All of the remainder of the estate was bequeathed to non-relatives. The residuary legatees are H. H. Lehman, manager of the Medical Dental building, and Mrs. Helen Mills of Seattle, who had served Mrs. Dougan as a seamstress and who in time became a friend. At the time the will was executed an estrangement existed between Mrs. Dougan and her son. The latter, who was married, resided in San Francisco. Mrs. Dougan, who was a widow, lived in Portland. July 13,1934, Mrs. Dougan suffered a cerebral hemorrhage. August 3, 1934, a second attack occurred, and August 21, 1934, she suffered a final stroke from the effects of which she died August 29, 1934, without regaining consciousness.

The son contends that, on August 10, 1934, his mother revoked the aforementioned will by obliterating with pen and pencil large portions thereof and by declaring at the same time that the instrument was no longer her will. The proponents of the will contend that the cerebral hemorrhage which occurred on July 13,1934, deprived Mrs. Dougan of testamentary capacity so that on August 10, when it is alleged Mrs. Dougan revoked the will, she lacked sufficient understanding to enable her to effect its cancellation.

At the time of Mrs. Dougan’s death the will, which it is alleged she had revoked, was in the possession of Mr. A. E. Wheelock, the attorney who had prepared it. Immediately following her death her son was ap *238 pointed administrator. Thirteen days later he presented for filing (but not for probate) the alleged revoked will. This instrument, with many pen and pencil marks upon it, had been handed by Mrs. Dougan to Mr. Wheelock on August 20, 1934, when she requested him to prepare a new will. The instrument consists of four typewritten pages. Across much of the typewriting are ink and pencil marks, some of which are so heavy that the typewritten matter is almost illegible. Some of the other markings are crisscross, and still others are rambling. Near the attestation clause are three horizontal pencil markings. Mrs. Dougan’s signature is not touched by any mark. Mr. Lehman, one of the two residuary legatees, testified that about the first of August, 1934, while visiting Mrs. Dougan in her apartment she produced her will and that, at her request, he drew ink lines through the following lines of the will: “Eighth: I give unto Yirginia MacDonough my diamond wrist watch, my mahogany lamp with prisms and ten”. He testified that, also at her request, he wrote the numeral 5 over the numeral 10 which immediately follows the last word above quoted. The words quoted are followed with: “10 shares of the preferred stock of the H. S. & D. Investment Company of Portland, Oregon”. Later, according to the testimony, Mrs. Dougan drew an ink line through the words “of the preferred stock of the H. S. & D. Investment Company of” and then crisscrossed the entire bequest.

August 20, 1934, Mrs. Dougan, accompanied by two friends, Mr. and Mrs. Claud.Sheeley, called at the office of Mr. Wheelock and handed him the mutilated will, together with a draft of a new will prepared by Mr. Sheeley at Mrs. Dougan’s direction. She then requested Mr. Wheelock to prepare for her a new will follow *239 ing the outline of the draft. The principal changes incorporated in the draft were the elimination of Mr. Lehman and Mrs. Mills as beneficiaries, and the substitution of Mrs. Dougan’s son in their places. After the Sheeleys had departed a two-hour conference occurred between Mrs. Dougan and Mr. Wheelock in the course of which the latter made some notations upon the will. The evidence indicates that, apart from the notations and marks made by Mr. Wheelock, Mr. Lehman, and an occasional mark made by Mr. Sheeley, all the marks upon the will were made by Mrs. Dougan August 10, 1934. Mr. Sheeley swore that he prepared the draft August 18, 1934, after he had held several conferences with Mrs. Dougan which commenced August 10. He and Mrs. Sheeley, who apparently were disinterested, testified that on the date last mentioned Mrs. Dougan visited them and requested Mr. Sheeley to prepare for her a new will. Both swore that at that time Mrs. Dougan stated that she had lost confidence in Mrs. Mills and in Mr. Lehman, that she was displeased with them, and that she now loved her son. According to them, she then made the marks upon the will attributed to her in the preceding lines, explaining, as she proceeded, her reasons for eliminating the stricken bequests. Both swore that she many times stated that the instrument was no longer her will.

Before proceeding further with a statement of the evidence concerning the alleged revocation, we shall mention the testimony concerning the mental capacity of Mrs. Dougan on August 10, when it is claimed she revoked the will. Mrs. Dougan, until shortly before the execution of her will, had enjoyed vigorous health and possessed a keen mind. In November, 1933, she was confined for a short period in a hospital, undergoing *240 observation on account of an ailment of her heart. After Mrs. Dougan’s discharge from the hospital she returned to her home and apparently resumed her daily activities until the cerebral hemorrhage of July 13. The respondent admits that this cerebral hemorrhage affected his mother’s throat to such an extent that it was difficult for her to express herself, and that it also partially disabled her left hand. He contends that whatever other effect the stroke may have had quickly disappeared. He concedes that the second stroke, which occurred on August 3, rendered his mother unconscious for a few hours, but claims that in a day or so its ill effects had disappeared. He admits that her inability to articulate clearly and to fully use her left hand remained unchanged. The proponents contend that the stroke of July 13 not only affected Mrs. Dougan’s vocal organs and her left hand but also affected her mind, and insist that from that day she lacked testamentary capacity.

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Cite This Page — Counsel Stack

Bluebook (online)
53 P.2d 511, 152 Or. 235, 1936 Ore. LEXIS 153, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-dougans-estate-or-1935.