In Re Estate of Enyart

230 N.W. 781, 180 Minn. 256, 1930 Minn. LEXIS 1220
CourtSupreme Court of Minnesota
DecidedMay 2, 1930
DocketNo. 27,663.
StatusPublished
Cited by7 cases

This text of 230 N.W. 781 (In Re Estate of Enyart) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota 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 Enyart, 230 N.W. 781, 180 Minn. 256, 1930 Minn. LEXIS 1220 (Mich. 1930).

Opinion

Hilton, J.

Contestants appeal from an order denying their motion for a new trial.

This action involves the last will and testament and a codicil thereto of Katherine Enyart, both of which instruments were ad *258 mitted to probate. Contestants severally filed objections to the allowance of the same on three alleged grounds: (1) Failure to comply with the statutory requirements for testamentary execution (this objection was later abandoned) ; (2) mental incapacity of testatrix to execute the will; (8) undue influence exerted by two beneficiaries, Sarah A. Jordan and Alex E. Jordan, her husband.

After a hearing the will and codicil were sustained and letters testamentary ordered issued to the Minnesota Loan & Trust Company and Alex E. Jordan, the appointees and nominees named in the will as executors. Appeal was taken to the district court, where without pleadings being framed the cause was tried upon the petition and objections thereto filed in the probate court. The request of contestants that a jury trial be had on the issues of undue influence and mental incapacity was granted. A jury, was impaneled, but no specific issues were framed for submission to it. Proponents produced evidence of attesting witnesses and made out a prima facie case of due execution and mental competency. Evidence on behalf of the contestants was then introduced in support of their contentions, and when finished proponents asked and were granted the -privilege of resting for the purpose of making certain motions with the right to reopen in case the motions were denied. The motions in effect were that the court (a) discharge the jury from a consideration of the case; (b) make and adopt findings for proponents on all issues; and (c) if the discharge be denied that the jury be directed to find on all issues for proponents. The court discharged the jury, adjourned the case, and at the appointed time made and filed findings in favor of proponents resulting in a confirmation of the decision made by the probate court.

The court found that both the will and codicil were executed strictly in conformity with the statutory requirements; that the testatrix (aged 67) was at the time of their execution of sound and disposing mind and" memory and that said will and codicil were not procured by means of undue influence, fraud or duress; that the named executors were qualified, competent and willing to act as such.; that none of the allegations contained in the objections of *259 the- contestants (except as to their relationship to testatrix and their respective addresses) were sustained by the evidence. The necessary conclusions of law followed, and judgment was ordered accordingly.

Testatrix at the time of her death (May 18, 1928) left as her sole heirs and next of kin three sisters, Sarah A. Jordan, Isabelle Lane and Mary Marsh, the latter two being the contestants. By the terms of the will (executed August 8,1927) a larger share of the property was given to Mrs. Jordan, her husband and their family than to either of the other sisters and their respective families. By the codicil made November 10, 1927, a quarter section of land in Nebraska was given to a Lane nephew and his wife.

Contestants’ assignments of error present: (1) Alleged error of the court in discharging the jury; (2) alleged errors in the findings and conclusions of the trial court and in denying contestants’ proposed findings and conclusions; (3) alleged error in one ruling upon evidence.

Of the proponents’ three requests, the first two were granted and the third denied. The court did not specify the grounds upon which such action was taken.

From certain remarks of the court to the jury in explaining the situation, it is attempted to draw an inference that the whole matter was being disposed of as a question of law. The order granting the first two of proponents’ requests was without limitation or reservation. It is manifest that the court intended to decide for itself all issues involved whether questions of law or fact. The fact that the court granted those two rather than the third, the latter being the one to direct the jury to return a verdict for proponents, is further indicative of the lack of intention on its part, to decide the issues as questions of law. Had such been its intention, there would have been a directed verdict. The court in characterizing the motion stated that it was “to relieve the jury from deciding whatever issues may be involved.” These issues of course included those of fact. There were no ambiguities in the court’s findings which would require a reference to the statement made by *260 the court to the jury in discharging it. ■ Even if found in a memorandum, on the record here the express findings of fact and conclusions following therefrom could not be impeached or contradicted by such statements. Kipp v. Clinger, 97 Minn. 135, 106 N. W. 108; Riebel v. Mueller, 177 Minn. 602, 225 N. W. 924.

In a will contest there is no- right to a jury trial. G. S. 1923 (2 Mason, 1927) §§ 9288 and 8988; Schmidt v. Schmidt, 47 Minn. 451, 50 N. W. 598. The granting of a jury trial of the issues in such a case rests within the absolute discretion of the trial court. It may submit such issues to a jury under a situation such as we have here either with or without the consent of the parties. It had the right to withdraw the issues from the jury 'even if the issues had been framed, which they were not here. It is also to be noted that the parties did not consent to a jury trial; proponents objected thereto. 6 Dunnell, Minn. Dig. (2 ed.) § 9837, et seq. and cases cited; Garner v. Reis, 25 Minn. 475; Smith v. Barclay, 54 Minn. 47, 55 N. W. 827. Under the situation contestants cannot successfully allege error. See also Grattan v. Rogers, 110 Minn. 493, 126 N. W. 134; Lewis v. Murray, 131 Minn. 439, 155 N. W. 392; Morgan v. City of Albert Lea, 129 Minn. 59, 151 N. W. 532; 6 Dunnell, Minn. Dig. (2 ed.) § 10242. The case was for the determination of the court as if no jury had ever been impaneled therein.

An examination of the record clearly shows that there was no evidence that required a finding of lack of mental capacity or even permitted such finding. Testatrix had a large estate with many different items of property. Evidence is undisputed that without a memorandum or list to guide her, she enumerated to Mr. Gleason, the attorney who drafted the will, the disposition she wished to make of the various properties; that she knew of their location and values; that keepsakes and personal effects were also bequeathed; that the names of the beneficiaries and the reasons for remembering them were disclosed. In fact‘it was a remarkable exhibition of a mental grasp of the situation. There were 16 specific groups of gifts, besides a provision for the three sisters as residuary legatees. The evidence shows that Mrs. Enyart was a woman of keen mind *261 and retentive memory with a will of her own. The record discloses no reliance by contestants on the proposition of general mental incapacity. It is likely that it was only advanced as a measure of caution and perhaps as an aid to other contentions. It is admitted that she had general testamentary capacity, but it is claimed that there was a lack of certain capacity because of statements made by Mrs. Jordan and delusions which arose therefrom.

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Bluebook (online)
230 N.W. 781, 180 Minn. 256, 1930 Minn. LEXIS 1220, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-enyart-minn-1930.