In Re Estate of Lacy

1967 OK 123, 431 P.2d 366
CourtSupreme Court of Oklahoma
DecidedMay 23, 1967
Docket41080
StatusPublished
Cited by21 cases

This text of 1967 OK 123 (In Re Estate of Lacy) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma 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 Lacy, 1967 OK 123, 431 P.2d 366 (Okla. 1967).

Opinion

PER CURIAM.

This is an appeal from a judgment of the district court affirming an order of the county court directing that the will of O. L. Lacy, deceased be admitted to probate.

The will herein contested, which was executed by the testator on April 2, 1963, provided for the distribution of ’his estate to his wife, Laura Lacy, for life, and the remainder to his daughter, Agnes Mielke, if living, and should the daughter be deceased at the time of the death of his wife, then the remainder to her surviving children. The will further provided that Agnes Mielke be appointed as sole executrix, without bond. The will also gave to his seven remaining children and a grandson the sum of $1.00.

The proponents for the probate of the will are the surviving widow, Laura Lacy, and daughter, Agnes Mielke. The contestants on appeal are the remaining seven surviving children of the testator.

The contestants seek to invalidate the will of the testator on the grounds that he lacked testamentary capacity and that the will was produced through fraud and undue influence. We have examined the record *368 and briefs and find no evidence of the exertion or presence of fraud or undue influence upon the testator in the execution of the alleged will and confined our opinion to the sole issue of whether the testator had sufficient testamentary capacity to execute the will on April 2, 1963.

The rule for testamentary capacity is well established and defined. The difficulty lies not, in defining the requirements for testamentary capacity, but in applying the rule' to the facts of each case. For as we have said, “[t]here is no rule by which it may be determined, with precision, where capacity ends and incapacity begins”. Slater v. Phipps, 193 Okl. 267, 143 P.2d 133. The rule for testamentary capacity was aptly defined in In re Martin’s Estate, 199 Okl. 567, 188 P.2d 862, as follows:

“A person has testamentary capacity when his mind and memory are such that he knows, in a general way, the character and extent of his property, understands his relationship to the objects of his bounty and to those who ought to be in his mind on the occasion of making a will, and comprehends the nature and effect of the testamentary act.”

It is axiomatic that .the question of testamentary capacity is a question of fact and the finding of the trial court will not be disturbed on appeal unless it is clearly against the weight of the evidence. Brummett v. King, 207 Okl. 607, 251 P.2d 1062; In re Williams’ Estate, 207 Okl. 209, 249 P.2d 94; Hutchings v. Bailey, Okl., 290 P.2d 405. But a will contest is a case of equitable cognizance and on appeal this court will examine the whole record and weigh the evidence. In re Wadsworth’s Estate, Okl., 273 P.2d 997.

In the present case the proponents of the will established due execution and attestation of the will. This evidence creates a presumption of testamentary capacity and the burden of proving unsoundness of mind of the testator is upon the contestant. Brown v. Brown, Okl., 287 P.2d 913. But proof of testamentary capacity of a testator is not necessarily confined to the exact time of the execution of the will. In the case of In re McCurtain’s Estate, Okl., 377 P.2d 210, we stated:

* * * the court may consider such evidence of the testator’s mental status, together with his appearance, conduct, acts, habits and conversation, both before and after the execution of the will, as would tend to show his mental condition at the time of execution of the will.”

With these principles of law in mind, we proceed to a discussion and review of the facts in the present case.

The testator had nine children by a prior marriage. One child predeceased the testator and left surviving him one son. In 1939 the testator’s wife was killed in an automobile accident. Approximately four years later the testator remarried, but after a short duration the marriage was terminated by divorce. Apparently one of the participating factors that led to the dissolution of this second marriage was the abusive conduct of the wife toward one of the deceased’s children.

On April 3, 1948, in answer to a newspaper advertisement, Laura Lacy, one of the proponents herein, was hired as a housekeeper and lived in the testator’s home. On April 26, 1948, Laura and the testator were married. Before the marriage, Laura owned some property and later sold it for $2500.00. This money was used during the marriage for the mutual benefit of the testator and herself.

The testator died on August 29, 1963, at the age of 77 years, and left surviving him, his wife, Laura, and eight children by his first marriage and a grandson, the son of a deceased child. Prior to his death, the testator suffered from a prolonged and extended illness, during which period of time, he executed on April 2, 1963, the contested will herein. From the record it is apparent that the testator was a man of frugal habits, possessed some business ability, and accumulated a considerable estate.

*369 The proponents presented eight witnesses: Laura Lacy, Agnes Mielke, a general contractor, an ambulance driver, an attorney who prepared the will and the three subscribing witnesses to the will. Only four of these witnesses testified as to the mental capacity of the testator. Neither one of the proponents, who were called as witnesses, volunteered or submitted any testimony in regard to the issue of testamentary capacity of the testator. Their silence is of evidentiary significance, for Laura was present on the date the will was signed and was a close companion during all periods of the deceased’s final illness, and Agnes Mielke had been staying in the home of testator for approximately ten days, assisting in his care, immediately before the date of the will. It is also significant that one of the three subscribing witnesses and the attorney who prepared the will did not testify as to the mental competency of the testator, although both were called to testify as witnesses on behalf of the proponents. The absence of such testimony on the vital issue of testamentary capacity, without explanation, by these four witnesses cannot be ignored. See Rogers v. Cato Oil & Grease Co., Okl., 396 P.2d 1000. Where witnesses are silent on a vital issue of which it appears they have knowledge, their failure to testify may be considered by the court in determining the mental competency of a testator.

Although the general contractor and the ambulance driver testified that there was nothing in the testator’s conduct to indicate any mental abnormality, they had only limited contact and association with the testator. The only contact of the ambulance driver with the testator was when, on occasions, he transported the testator to and from the hospital. The general contractor had constructed a building for the testator one year before his death. The contractor admitted that during this period of construction the testator would come to the construction site daily and “pick up all the pop bottles,” which caused some difficulty with the workmen.

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Bluebook (online)
1967 OK 123, 431 P.2d 366, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-lacy-okla-1967.