In Re Estate of Gwinn

219 P.2d 591, 36 Wash. 2d 583, 1950 Wash. LEXIS 329
CourtWashington Supreme Court
DecidedJune 19, 1950
Docket31289
StatusPublished
Cited by3 cases

This text of 219 P.2d 591 (In Re Estate of Gwinn) is published on Counsel Stack Legal Research, covering Washington 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 Estate of Gwinn, 219 P.2d 591, 36 Wash. 2d 583, 1950 Wash. LEXIS 329 (Wash. 1950).

Opinion

Grady, J.

This appeal involves the validity of the will of J. R. Gwinn, which was contested by Merle Gwinn, one of his sons. The petition alleges that, when the will was executed, the testator lacked testamentary capacity; that he was unduly influenced by certain named persons, and that he was laboring under an insane delusion. In the will, Cecil and Pearl Gwinn, sons of the testator, were named as executors. Cecil Gwinn waived his right to act, and Pearl Gwinn was appointed by the court. Cecil and Pearl Gwinn, individually, and the latter as executor, joined in an answer to the petition. The court filed a written opinion and entered a decree annulling the will. Attorneys’ fees, costs and disbursements were awarded to the contestant and the executor to be paid out of the estate. Cecil Gwinn and Pearl Gwinn have appealed, and will be referred to herein as appellants. Merle Gwinn has taken a cross-appeal from the part of the decree awarding attorneys’ fees to the executor, but will be referred to as respondent.

The court was of the opinion that the charge of undue influence had not been sustained. The appellants make no assignment of error upon this question, and it will not be considered.

The issue of testamentary capacity was presented in a double aspect: general unsoundness of mind, and partial insanity based upon a specific delusion. Our review of the record leads us to the conclusion that the testator at the time he made his will was possessed of sufficient mind and memory to know and understand he was making his will, to know and comprehend the nature and extent of his property of which he contemplated disposing, and to recall his three children, who were the natural objects of his bounty. These are the tests prescribed in the case of In re Kessler’s Estate, 35 Wn. (2d) 156, 211 P. (2d) 496, and the cases cited in that opinion.

*586 Although a testator meets these tests, he may, nevertheless, be laboring under one or more insane delusions which may have the effect of making his will a nullity. The question to be decided is whether the testator, when he made his will, had an insane delusion that his son Merle Gwinn had accused him of having illicit relations with one or more of the female nurses who attended Phila Gwinn, the wife of the testator, during her last illness, and whether the delusion was of such a character and so affected the testator in making his will that it was invalid.

Our leading case upon the subject of insane delusions is that of In re Klein’s Estate, 28 Wn. (2d) 456, 183 P. (2d) 518, in which, in summarizing definitions made, we said:

“An insane delusion denotes a false belief, which would be incredible in the same circumstance to the victim thereof were he of sound mind, and from which he cannot be dissuaded by any evidence or argument.”

We followed this by saying:

“An insane delusion having been found to exist, it becomes necessary to determine whether such delusion materially affected the will or some provision thereof. It is not every insane delusion that will render a will invalid, but only such as enters into the product of the testamentary instrument.”

We quoted from a standard authorfiy to the effect that a delusion which induces a testator to make his will, but which does not affect the provisions of such will, does not render it invalid. However, if the insane delusion is of such a character and operates in such a manner that by reason thereof the testator disinherits a natural object of his bounty, such as one of his children, which he would not have done had he not been laboring under such insane delusion, then the testator is regarded as one not having capacity to make a will, and a will so made is not valid. We followed and approved these principles of law in the recent case of In re O’Neil’s Estate, 35 Wn. (2d) 325, 212 P. (2d) 823. These cases differ very materially in their factual aspects from the case now before us, and are not cited in support of the findings of fact made by the court in its written opinion, but we *587 do cite them as authority for the principles of law which must govern when the question of an insane delusion affecting the validity of a will is considered. The subject of insane delusions affecting a will is treated in the annotation in 175 A. L. R. 882.

The courts generally have adopted the view that where a will, rational on its face, is shown to have been executed in legal form, the law presumes testamentary capacity of the testator, that the will speaks his wishes, and in order to overcome such will, the evidence must be clear, cogent and convincing; also that a testator may make an unjust or unreasonable, or even a cruel will, or one based upon an unexplained aversion or bias against a relative, which shows a violent and persistent dislike or animosity, but this alone is not regarded as sufficient evidence of an insane delusion nullifying the will.

We have given consideration to the findings and conclusions of fact made by the trial judge in his written opinion, and after a reading of the statement of facts we find ourselves in accord with those we deem material in support of our conclusions.

The arguments advanced by appellants directed to the findings and conclusions of the trial court are to the effect that many of the factors are not supported by evidence which is clear, cogent and convincing; and that the court placed too much stress upon and gave undue weight to testimony of witnesses with reference to acts and conduct and observations they made of the testator after the date of the execution of the will, and at times so remote therefrom as to make them of little or no value as evidence of the mental capacity of the testator.

The capacity of a person to make a will must be determined as of the time it is made, but evidence bearing upon the mental condition of a testator prior and subsequent to the making of his will is relevant. Such evidence must be confined in point of time to that which may be said to be reasonable and will be an aid to the trier of fact. Remoteness in time may affect its weight rather than its admissi *588 bility. It is our opinion that the evidence submitted upon the mental' capacity of the testator after the will was made was not so remote in point of time as to render it inadmissible or not entitled to consideration by the court.

The material facts and events upon which we base our conclusions are as follows:

The testator was a farmer and had acquired and operated lands in Columbia county devoted to raising wheat. His family consisted of his wife and three sons. In 1944 Merle Gwinn was residing in Yakima. The testator desired to cease active farming operations and requested his son to take charge of them. Merle moved onto the ranch under a leasing arrangement. Mrs. Gwinn had become an invalid. The elder Gwinns moved to Dayton. As the illness of Mrs. Gwinn progressed, it became necessary that nurses be employed to care for her, and for a time she was in a hospital. The relationship between father and son was very friendly. The first incident tending to indicate any disturbance in that relationship arose over the giving of sleeping pills to the patient by her husband while he was caring for her.

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In Re Estate of Kessler
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Bluebook (online)
219 P.2d 591, 36 Wash. 2d 583, 1950 Wash. LEXIS 329, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-gwinn-wash-1950.