In Re Estate of Babcock

227 P. 657, 67 Cal. App. 309, 1924 Cal. App. LEXIS 267
CourtCalifornia Court of Appeal
DecidedMay 16, 1924
DocketCiv. No. 4597.
StatusPublished
Cited by2 cases

This text of 227 P. 657 (In Re Estate of Babcock) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Babcock, 227 P. 657, 67 Cal. App. 309, 1924 Cal. App. LEXIS 267 (Cal. Ct. App. 1924).

Opinion

WORKS, J.

This is an appeal from an order admitting the will of Mary Catherine Babcock, executed September 28, 1917, to probate. Appellants, contestants in the trial court, opposed the probate of the will on the ground that the testatrix was not of sound mind at the time the instrument was executed. The contest was tried before a jury, but at the conclusion of the testimony on behalf of both the contestants and the proponent of the will the trial judge directed the jury to return a verdict that the *310 testatrix was not of unsound mind. "Verdict was rendered accordingly and the order from which the appeal is taken was thereupon entered.

Appellants make the contention that the court erred in directing the verdict which was returned. There is thus presented the question whether the record contains evidence of a substantial character tending to show that the deceased had not testamentary capacity at the time the will was made, for the rule is that such a direction is to be considered as if the judge had granted a motion for a nonsuit. Stated in other terms, the rule is that if the evidence introduced is such that it would support a finding by the jury of lack of testamentary capacity, the direction to find that testamentary capacity existed is erroneous. This rule is so firmly established that no citation of authority to support or illustrate it is necessary. A consideration of the question presented demands that we shall marshal the evidence upon the question of capacity which is most favorable to the contest, and upon that labor we shall now embark.

Mrs. Babcock was twice married, her second nuptial venture being with "W". W. Babcock. This union occurred in 1899. Mrs. Babcock had no children by either marriage, but her second husband had a son, Eli Babcock, as the result of an earlier matrimonial alliance. At the time of her marriage with Babcock, the decedent owned a ten-acre orange grove near Pomona, in which town she and her husband resided until his death, which occurred in May, 1917, and in which she continued to live until January, 1922, when she was removed from her home for reasons below to be stated. The orange grove will be mentioned frequently in this opinion as the ranch. Mrs. Babcock conveyed this property to her husband in 1901. He conveyed to her a life estate in it in 1909 and the fee to an undivided half interest in it in 1915. The decedent made a will on September 15, 1911, which she never destroyed, although it was abrogated by the will of 1917, granting for the moment that the latter made valid testamentary disposition of her estate. The will of 1911 was found in Mrs. Babcock’s Bible after her decease. The instrument recited the testator’s age to be sixty-five, but the will of 1917 recited her age as sixty-nine, thus showing a discrepancy of two years. She died on March 15, 1922, at *311 the age, as stated in respondent’s brief, of seventy-six. It is to be observed, as a circumstance to be considered in connection with other facts shown by the record, that the statement in the brief is probably in accord with the recital in the will of 1911, while it surely disagrees with that in the will of 1917, the assertion first made being somewhat affected by the question whether Mrs. Babcock’s birthday occurred between September and March or between March and September.

The testimony concerning the mental condition of the testatrix relates to a period commencing as early as 1914 and extending to the day of her death. In relating the story told by the evidence which is favorable to contestants we shall be able, in some measure, to divide it under separate heads or subjects, observing, however, that some of it is not susceptible of that mode of treatment, while it will be noted, also, that in some instances the subjects overlap or merge into each other. In the fall of 1914, while visiting at the home of a nephew and his wife, Mrs. Babcock lay upon a couch next the wall and tore off pieces of the wallpaper. It was testified that she was “quite erratic” from 1915 forward. In 1916 she became unreasonably angry with her husband over small matters. One witness, a niece of decedent, relating occurrences between May and September, 1917, during which period she resided with decedent, said that she, the witness, would sometimes “get up in the middle of the night and I would find her [the testatrix] sitting in the front room, and I would say, ‘Aunt Mary, what are you doing?’ She would say, ‘I am waiting for your Uncle Will to come home’ [referring to her husband, who, it will be remembered, died in May, 1917]. I would say, ‘Why, Uncle Will is dead.’ She would say, ‘No, he has gone to lodge.’ ” Speaking of occurrences at meal times and testifying as to the period mentioned, the same witness said “Sometimes I would come in, and she would have an extra plate set, and I would ask what it was for, and she would say, ‘Your Uncle Will is coming in for supper.’ ” Mrs. Babcock visited at the home of a nephew in August, 1917. The nephew testified: “I went down town, and when I came back she asked me if I saw Uncle Bill down town;- and I laughed at her, and thought she was just making a. foolish remark, and ■. . . I says, ‘Aunt Mary, Uncle *312 Will is dead.’ ‘Well,’ she says, ‘he is not dead.’ And I changed the subject on to something else.” The effect of the testimony of several witnesses is that Mrs. Babcock never went out alone after the death of her husband, as she was confused as to direction and location and lost herself. On one occasion in August, 1917, she went to the home of a grandniece, distant over forty miles from her own home, upon a visit which was to have been of a week’s duration. She was driven to her destination by the husband of the grandniece. He testified: “On the next morning, when I got up, she was getting ready, dressing. I says, ‘Where are you going, Aunt Mary?’ . . . She says, ‘I am going home.’ I says, ‘You promised me to stay a week.’ ‘No,’ she says, ‘I am going home, because I have got some chickens there.’ ‘Well,’ I says, ‘I am not going to take you home to-day, because I am tired.’ ‘Well,’ she says, ‘I am going to walk if you don’t, because it will not take me long.’ So . . . after dinner I took the machine and took her home.” In response to a question by the court the witness said further, “She said she had a party there in charge of her chickens; . . . and I told her, I says, ‘He is a good responsible man.’ She says shé was afraid he would steal her eggs.” On an occasion in the summer of 1917 Mrs. Babcock, in company with the grandniece above mentioned, took a pair of shoes to a shoemaker to be mended and told him to deliver them to her home. The grandniece testified that she and the testatrix made three trips down town on that same day “to tell the man about sending them up. . . . He told her he would send them up next day, but that didn’t satisfy her. I had to go back with her about three different times to the same store.” A witness testified that in October, 1917, Mrs. Babcock wound her clock three times in one day. When this action was called to her attention she said she did it because she didn’t want the timepiece to run down and that “she would wind her clock when she wanted to.” A greatnephew of testatrix visited her for three days in the latter part of 1919 or early in 1920. One evening she invited him to go to a theater, saying that she had procured tickets for the performance. He accepted the invitation, but on reaching the theater found that she had no tickets and purchased tickets himself so that they might witness the performance.

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Bluebook (online)
227 P. 657, 67 Cal. App. 309, 1924 Cal. App. LEXIS 267, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-babcock-calctapp-1924.