In Re Estate of Melcher

232 N.W.2d 442
CourtSouth Dakota Supreme Court
DecidedAugust 22, 1975
Docket11476
StatusPublished
Cited by18 cases

This text of 232 N.W.2d 442 (In Re Estate of Melcher) is published on Counsel Stack Legal Research, covering South Dakota 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 Melcher, 232 N.W.2d 442 (S.D. 1975).

Opinion

232 N.W.2d 442 (1975)

In the Matter of the ESTATE of Hertha MELCHER, Deceased.
Emma H. F. VOIGHT and Hattie H. Eisenbeis, Appellants,
v.
D. W. (Bill) BAUER et al., Respondents.

No. 11476.

Supreme Court of South Dakota.

August 22, 1975.

*443 Chas. E. Gorsuch, Aberdeen, for appellants.

John L. Maynes, Maynes, Tonner & Maynes, Aberdeen, for respondents.

COLER, Justice.

This is a will contest. Contestants appeal the decision of the district county court admitting to probate the last will and testament of Hertha R. Melcher, dated February 2, 1973, and revoking an October 22, 1971 will. The 1973 will was challenged both on the grounds of incompetency of the testatrix and undue influence.

Hertha R. Melcher, childless and the widow of August A. (Gus) Melcher, died testate in Aberdeen, South Dakota, on the 10th day of September 1973, leaving real and personal property valued at approximately $40,000, located in Brown County, South Dakota. *444 Contestants, Hattie H. Eisenbeis and Emma H. F. Voight, sisters-in-law of the deceased, would take a majority of the estate if the 1971 will was admitted to probate. Proponents, D. W. (Bill) Bauer and Walter Sieber, nephews of the deceased and co-executors of the 1973 will, together with their sons, would take all of the estate under the 1973 will.

While our scope of review is governed by SDCL 15-6-52(a), In re Estate of Hobelsberger, 1970, 85 S.D. 282, 181 N.W.2d 455, we must also consider the jurisdiction of this court on appeal. The legislature by S.L.1971, Ch. 151, § 5, amended the opening phrase of SDCL 30-35-1 to provide for direct appeal to this court from the district county court. The legislature did not, however, make any change in either SDCL 30-35-18 or 30-35-19, governing the jurisdiction of the appellate court on review. This court, being bound by long standing rule and custom, will not try a matter de novo as required by SDCL 30-35-19, but will apply the provisions of SDCL 30-35-18.[*]

We reverse and remand for retrial.

Every person over the age of eighteen years, and of sound mind, may execute a will for the purpose of disposing of his estate. SDCL 29-2-3. We have held that for the purpose of making a will, one has a sound mind if able, without prompting, to comprehend the nature and extent of his property, the persons who are the natural objects of his bounty, and the disposition that he desires to make of such property. In re Estate of Williams, 1974, S.D., 215 N.W.2d 489; In re Corson's Estate, 1912, 29 S.D. 14, 135 N.W. 666.

It is well settled that it is the burden of the proponents of the will to establish the testatrix' testamentary capacity at the time of execution of the will. Johnson v. Shaver, 1919, 41 S.D. 585, 172 N.W. 676; In re Estate of Williams, supra. The attorney for the proponents, Joe L. Maynes, initially took the stand and as a witness to the will he had drawn, properly testified to uncontested matters of execution and attestation of the will. However, he further testified that the decedent "was of sound mind" and immediately thereafter the trial court fully examined him as to all matters leading up to the preparation and execution of the will tending to support competency of the testatrix. The proponents chose not to produce the other witness to the will, who resided at the time of the hearing in western South Dakota, apparently deeming it unnecessary as not required under SDCL 30-6-20. Counsel thereby made it incumbent upon himself to testify as to the matter of competency in addition to execution and attestation of the will. Having successfully resisted the motion of opposing counsel to have him removed from the case following his testimony as to competency, "[h]is evidence is not entitled to that credence to which it would have been entitled if he had preserved that neutrality that a high sense of professional propriety would have demanded." Johnson v. Shaver, 41 S.D. at 599, 172 N.W. at 680. Upon retrial counsel should take cognizance of SDCL 19-1-3 and the Code of Professional Responsibility, DR 5-101-B(2) and DR 5-102 as well as EC 5-9 and EC 5-10.

The only other evidence of the proponents, constituting their case in chief, was a certain deposition of the decedent's attending physician who was deposed only from recollection, without reference to hospital records, some ten months after the making of the will. While there was no finding of the trial court as required by SDCL 15-6-26(d)(3) which would have properly permitted admission of that deposition, and there appears to be no grounds for its admission, its introduction was objected *445 to only upon the basis of inadequate notice. We deem it unnecessary to answer the contention as to adequacy of notice in light of our disposition of this case, but the parties would be well advised to consider calling the physician at rehearing instead of depending on the deposition. Since he did not appear before the court, the testimony of the physician, by deposition, that Hertha was mentally competent, alert and responsive, is entitled to no presumption under the clearly erroneous rule of this court adopted pursuant to SDCL 15-6-52(a). This court is in as good a position to judge the credibility of a deposed witness as is the trial court. Geo. A. Clark & Son, Inc. v. Nold, 1971, 85 S.D. 468, 185 N.W.2d 677.

From the credible evidence in the hospital record, Hertha Melcher, at the age of 76, sought admission to the hospital on the 24th day of January 1973, and was admitted at 3:45 p. m. on that day. She complained of dizzy spells and constipation and her condition, according to the hospital record, was originally diagnosed as a hernia and high blood pressure. Hertha Melcher had suffered a hip fracture in earlier years and walked with the aid of a walker and sometime following her admission was also diagnosed as suffering from arteriosclerosis and degenerative arthritis. While the record is not explicit, her husband, Gus, was in that same hospital and placed in the intensive care unit as a heart patient. On the 25th day of January 1973 he died in that hospital.

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232 N.W.2d 442, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-melcher-sd-1975.