In Re Estate of Waggner

214 N.W. 892, 172 Minn. 217, 1927 Minn. LEXIS 1241
Supreme Court of Minnesota·Decided July 15, 1927·No. No. 26,152.·Published·Cited by 5 cases

Opinion

*218 Taylor, C.

This is an appeal from a judgment of the district court affirming a judgment of the probate court admitting to probate the will of Mrs. E. J. Hatch.

Appeals from the probate court are tried de novo in the district court. G. S. 1928, § 8988; Dun. Pr. L. § 68. Where the question is whether a will shall be admitted tó probate, the burden is on the proponent to prove that it was executed in the manner required by statute and that the testator possessed testamentary capacity at the time he executed it. In re Layman’s Will, 40 Minn. 371, 42 N. W. 286; Kennedy v. Kelly, 123 Minn. 259, 143 N. W. 726; Bush v. Hetherington, 132 Minn. 379, 157 N. W. 505.

Where issues of fact are presented, it is the duty of the trial court to make findings of fact and conclusions of law as ;in other cases tried by the court. Swick v. Sheridan, 107 Minn. 130, 119 N. W. 791; First Nat. Bank v. Towle, 118 Minn. 514, 137 N. W. 291. Here the court made no findings whatever, but simply ordered, “that the judgment of the probate court be and the same is hereby affirmed, and said appeal dismissed.” Affirming the judgment and' also dismissing the appeal is inconsistent. Blandin v. Brennin, 106 Minn. 353, 119 N. W. 57. However, the cause was tried on the merits, no dismissal was asked for and no reason for a dismissal appears. As said in the case cited, the order of dismissal was doubtless an inadvertence and may properly be rejected as surplusage.

Findings should have been made, but there was no request to make them, and only a single issue was litigated, namely, whether the testatrix possessed the mental capacity to determine for herself the disposition to be made of her property and to comprehend the purport and effect of the instrument she executed. As the will could not be sustained without deciding that issue, the order and judgment of the district court necessarily decided it, although that court seems to have thought it did not. To remand the cause for proper findings where it is obvious that the controversy narrowed down to the single question of testamentary capacity, and that the decision of the lower court necessarily decided that question, would *219 cause useless delay and expense. Under such circumstances no prejudice can result from the lack of findings, and the failure to make them may he deemed to have been waived. Swick v. Sheridan, 107 Minn. 130, 119 N. W. 791; Wood v. Wood, 137 Minn. 252, 163 N. W. 297.

The proponent urges here that the objections to the will, filed in the probate court, did not allege lack of mental capacity to make it, and that the question of testamentary capacity was not before the district court for that reason.

Although its jurisdiction is appellate, the district court does not review the proceedings in the probate court to determine whether that court reached the correct conclusion, but tries the cause de novo as if commenced in the district court. The issues for determination are the same as they were in the probate court, but are to be determined from the evidence presented in the district court without regard to the trial in the probate court or the conclusions reached by that court. Strauch v. Uhler, 95 Minn. 304, 307, 104 N. W. 535; Benz v. Rogers, 141 Minn. 93, 169 N. W. 477; Lipman v. Bechhoefer, 141 Minn. 131, 169 N. W. 536; Dun. Pr. L. § 68. It was incumbent on the proponent to prove testamentary capacity at the trial in the district court the same as in the probate court, even if the objections did not raise that question. Moreover that issue was not only litigated by consent, but was the single issue to which both parties directed their evidence. Furthermore objections are not required to comply with the rules of pleading, nor to be in any particular form, and the objection that the “instrument was not duly executed by the said Mrs. Hatch as her last will and testament” may properly be deemed sufficient to admit proof that when it was executed her condition was such that she was not conscious of the fact that she was executing such an instrument.

The question presented is whether the evidence will justify a finding that Mrs. Hatch knowingly and consciously executed this instrument as her last will and testament. She was 88 years of age at the time of her death. Her husband had died many years before, and she had no children and no relatives so far as known. Her property consisted of two lots in the city of St. Paul on which are *220 two houses — a small one in which she resided, and a larger one which she rented. Two wills purport to have been executed by her —the first on March 10, 1925, the second on March 13, 1925, three days later. The second is the one in controversy. The first left all her property to Charles A. Dahlgren, the contestant, now 50 years of age, whom she had known ever since he was a small boy and who, from time to time, had performed various services for her as a matter of friendship. The second will left the small house to Mary R. Cain, an intimate friend, now 73 years of age, whom she had known for more than 60 years, and the larger' house to St. Columba’s Catholic Church for the benefit of its school.

Dahlgren as devisee under the first will contests the.second. To entitle him to maintain the contest it was necessary to make a prima facie showing that the first will was valid unless superseded by the second. Crowley v. Farley, 129 Minn. 460, 152 N. W. 872. Evidence was presented by both parties for the purpose of showing the circumstances under which, and the manner in which, both wills were executed, and the mental condition of the testatrix at the time they were executed.

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In Re Estate of Waggner, 214 N.W. 892, 172 Minn. 217, 1927 Minn. LEXIS 1241 (Mich. 1927).

214 N.W. 892 (In Re Estate of Waggner) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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