In Re Dwyer's Estate

232 N.W. 256, 251 Mich. 346
CourtMichigan Supreme Court
DecidedOctober 3, 1930
DocketDocket No. 21, Calendar No. 34,084.
StatusPublished
Cited by6 cases

This text of 232 N.W. 256 (In Re Dwyer's Estate) is published on Counsel Stack Legal Research, covering Michigan 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 Dwyer's Estate, 232 N.W. 256, 251 Mich. 346 (Mich. 1930).

Opinion

*348 Fead, J.

This is a contest of the will of Margaret Dwyer on the ground of her mental incompetency. * Contestants had verdict of a jury and judgment. The principal question is whether the court should have directed a verdict sustaining the will.

The Dwyer family, at one time, consisted of John, who died in 1905, leaving a widow, later deceased, and five children, four of whom survive, Edward and Leo, contestants, Caroline White, and Mary Louise, a nun; Ella F. Riddle, proponent, who has four children, Grace, Margaret, Cass, and Harold; Jeremiah, who died in 1925, Katherine, who died in 1914, Minnie, who died June 30, 1927, Margaret, who died October 8, 1927, all unmarried. ^

John had been something of a father to his brothers and sisters, had supported and cared for them, and in his will gave them, about one-fourth of his estate. The estate was unable to pay the legacies in cash, and they were paid partly in real estate, of small value then, but, through the growth of Detroit, it enhanced greatly in worth and became the foundation of a substantial fortune. There was testimony that, in the course of settlement of the estate, an ill feeling arose on the part of Jeremiah and his sisters against John’s widow and the Dwyer branch of the family. There was also evidence that Margaret was friendly to the Dwyer children.

In 1912, Jeremiah and the unmarried sisters executed wills in which, aside from a bequest of $500 to Ella, the estates were devised to the others of them, but without provision for the contingency of none of them surviving. Later Jeremiah changed his will, increasing the bequest to Mrs. Riddle to $1,500, with a devolution to her daughters, Grace, *349 and Margaret, if she did not survive him. Through these wills the estates finally came to Margaret Dwyer. The unmarried members of the family lived together until their respective deaths.

Margaret’s will was drafted by Harold T. Coughlan, an attorney, of record for proponent, and was executed July 16, 1927. It devised all her property to Mrs. Eiddle for life, with remainder to Grace and Margaret. It mentioned no other persons. The natural objects of her bounty were Mrs. Eiddle and her children and the Dwyers.

Margaret became 77 years of age on August 15, 1927. Minnie had been ill with cancer some five months prior to her death on June 30th. Margaret’s, anxiety was intense. She had also sustained an attack of sickness in April or May. At the time of Minnie’s death she had become thin and weak physically, and, according to witnesses, her conduct indicated a breaking down of her mentality.

On Minnie’s death, Margaret’s condition became such that the next day and the day following Dr. McKean, who had attended Minnie, was called to treat her. She was nervous from worrying, had arteriosclerosis, chronic nephritis, and an “old lady’s heart,” which means an excess of fibre and an insufficiency of muscle to function properly. Her physical condition could produce senile dementia. She was not confined to the house but went out driving one or more times. On July 9th she became very ill, Dr. McKean attended her again, a nurse was employed, she gradually got worse, and, on the 15th, was stuporous and drowsy. On the 16th, the doctor thought she was so much better that the will could be executed. She continued ill at her home, under care of Dr. McKean, sometimes worse and sometimes better, until July 27th, when, on the *350 doctor’s advice, she .was taken, to a hospital at Mt. Clemens, from which she was moved on August 5th to a private sanitarium for nervous diseases, and, on August 11th, taken to a retreat for mental cases, where she died.

It would profit no one to detail 'the evidence on mental competency. The lay testimony of manifestations of a disordered mental condition covered a period before and after the execution of the will and was in dispute. The doctors agreed that testatrix had senile dementia in her later days. There was medical opinion, upon hypothetical question, that she was so afflicted and was mentally incompetent when the will was executed, and that little less than a miracle could have accounted for a recovery from a stupor on the 15th to mental capacity to execute a will on the 16th. Dr. McKean was the only medical witness who had had personal observation of her about the time the will was executed. He was of the opinion that she did not have senile dementia during the time he treated her. However, he had not been informed of her claimed peculiarities, some of which, if she had them, he said, would be symptomatic of senile psychosis. Upon receiving a report of her conduct at the hospital at Mt. Clemens, he certified under date of July 27th that she had senile dementia. At no time did he make any test, either medical or legal, of her mental capacity. He never talked with her about business, nor sought to discover the condition of her mind. He treated her'for her physical ailments. His testimony that she was mentally competent when the will was executed was merely an opinion based upon general personal observation.

The lay and medical testimony clearly presented an issue for the jury. The essential inquiry, then, is *351 whether the will was executed under such circumstances as constituted it conclusive physical evidence of the mental competency of testatrix, against which peculiar conduct and medical opinion have no evidentiary value. The rule is concisely stated in Spratt v. Spratt, 76 Mich. 384:

“Now when, in the absence of fraud or undue influence, it is shown that the testator either wrote or dictated the will produced, the fact is established that he was capable,' mentally and physically, of doing whatever the instrument shows was done.”

Upon such fact being established, mental competency is proved unless, under the circumstances, “the instrument on its face indicates that it is the emanation of an unsound mind.” Ibid. The rule has been followed in a large number of cases, in all of which the testator gave the scrivener the information for the will in private, away from the influence of an interested party, and voluntarily. See In re Dowell’s Estate, 152 Mich. 194.; In re Wynn’s Estate, 193 Mich. 223; In re VerVaecke’s Estate, 223 Mich. 419; In re Ferguson’s Estate, 239 Mich. 616 ; In re Littlejohn’s Estate, 239 Mich. 630; In re Fox’s Estate, 240 Mich. 465; In re Aylward’s Estate, 243 Mich. 9; In re Lembrich’s Estate, 243 Mich. 39; In re Spinner’s Estate, 248 Mich. 263.

The rule is not to be unduly extended. It operates only on credible evidence (In re Lewandowski’s Estate, 236 Mich. 136) that the testator voluntarily and personally gave the scrivener information which discloses that he had in mind the natural objects of his bounty, the general extent and value of his property, and how he wanted to dispose of it, so that the will itself, executed under such conditions, demonstrates, as an incontrovertible fact, that he had the required mental capacity.

*352

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Bluebook (online)
232 N.W. 256, 251 Mich. 346, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-dwyers-estate-mich-1930.