In Re Groves'estate

1957 OK 146, 321 P.2d 381, 1957 Okla. LEXIS 646
CourtSupreme Court of Oklahoma
DecidedJune 11, 1957
Docket36555
StatusPublished
Cited by6 cases

This text of 1957 OK 146 (In Re Groves'estate) 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 Groves'estate, 1957 OK 146, 321 P.2d 381, 1957 Okla. LEXIS 646 (Okla. 1957).

Opinions

PER CURIAM.

Stuart Johnson Groves died June 27, 1953, in Wesley Hospital in Oklahoma City at the age of 74 years, leaving an instrument purporting to be his last will and testament, dated April 10, 1953, in which he specifically named but omitted from participation in his estate his. two sons, Eseral Groves and William Groves. They are the contestants. The purported will then left an undivided one-half interest of the estate of deceased to his widow, Mattie Nora Groves, and devised the remaining one-half interest to Mattie Nora Groves, to be held by her as trustee, in trust for the use and benefit of his step-grandchildren, Raymond Charles Payne and Regina Beth Payne, the whole of said trust to vest in the survivor upon the death of either, and each said beneficiary to receive his or her proportionate share of the trust on attaining majority. The widow, and Ray C. Payne, as father and next friend of said two step-grandchildren are the proponents of the will.

The instrument was offered for probate in the County Court of Pontotoc County. Objection was filed thereto on the grounds of mental incapacity, incapacity by reason of drugs, and undue influence. Upon hearing had thereon the County Court denied probate. Upon appeal and trial de novo the District Court made findings of fact and conclusions of law, general in form, sustaining the contentions of the contestants and denying the will to probate. Thereupon proponents filed a motion for new trial and from the trial court’s order overruling same have perfected this appeal.

The only question here presented is whether or not the trial court’s decision denying probate of the will is against the clear weight of the evidence.

We have many times said that a will contest is a case of equitable cognizance, and that, on appeal, this court will examine the whole record and weigh the evidence. In re Estate of Wadsworth, Okl., 273 P.2d 997.

It is evident that contestants claimed, and the trial court found, that the deceased, at the time of the execution of the will, was incompetent, in that he was of unsound mind, and so under the influence of narcotic drugs as to deprive him of normal reasoning, thereby rendering him incapable of knowing the disposition of his estate; [384]*384and at the time of the execution of the will was under undue influence, menace and duress.

After a careful review of the record in this case, which is voluminous, we cannot agree with the contentions of the contestants, nor the findings of the trial court. It is apparent that both the County Court of Pontotoc County and the District Court on appeal based their respective decisions on opinion evidence of two doctors in answer to hypothetical questions, with reference to the amount of narcotics given to deceased the day and night prior to the execution of the purported will, his physical condition, and the testimony of contestants of the friendly relations that had always existed between them and their father.

We.here note that one of the doctors testifying for contestants had never seen or talked to deceased and on cross-examination stated that his professional opinion, as to testamentary capacity of the deceased, was largely influenced by his own personal prejudices against a man disinheriting his own children. The other doctor had seen the deceased but one time some five months prior to the execution of the will but wanted it understood that he was giving his opinion based entirely on the clinical records as he interpreted them. Both doctors testified that the doctors in attendance upon deceased were better qualified to determine the mental capacity of deceased than were they who had not seen him.

We are also impressed with contestants’ lack of testimony relating to undue influence. All such testimony fails to arise to that degree of proof necessary to show that the free agency of the testator had been destroyed or that the will of another had been, at the time of the execution of the will, substituted for that of deceased. In reference thereto we must here state that this court has frequently held that, “undue influence” such as will invalidate a will, must be something which desroys the free agency of the testator at the time when the instrument is made, and which, in effect, substitutes the will of another for that of the testator. It is not sufficient that the testator was influenced by the beneficiaries in the ordinary affairs of life or that he was surrounded by them and in confidential relations with them at the time of its execution. Mere general influence, not brought to bear on the testamentary act, is not undue influence; but, in order to constitute undue influence, it must be used directly to procure the will, and must amount to coercion destroying the free agency of the testator. Mere suspicion that undue influence was brought to bear is not sufficient to justify the denying of a will to probate. See Kindt v. Parmenter, 83 Okl. 116, 200 P. 706, and McClure v. Kerchner, 107 Okl. 28, 229 P. 589.

Before considering the evidence which we think is decisive of the issues here presented, we first consider the established principles of law pertinent to testamentary capacity. This court has consistently held that a testator has a sound mind for testamentary purposes when he can understand and carry in mind, in a general way, the nature and situation of his property, and his relation to the persons around him, to those who - naturally have some claim to his remembrance, and to those in whom and things in which he has been chiefly interested, and that he must understand the act which he is doing and the relation in which he stands to the objects of his bounty and to those who ought to be in his mind on the occasion of making his will. See In re Mason’s Estate, 185 Okl. 278, 91 P.2d 657, and cases therein cited.

There is no arbitrary test of testamentary capacity. Being a question of fact, it must be determined from the condition of the testator’s mind at the time of the making of the will. In determining that question, a presumption of sanity will be indulged; and prior and subsequent acts have bearing only to the extent of assisting in determining the mental status of the testator at the time of the execution of the will. In re Holmes’ Estate, Okl., 270 P.2d 320.

[385]*385 The law does not require that a testator, in making disposition of his property, shall be humane or even just. Nor does the right of a testator to dispose of his estate as he likes depend on the justice of his prejudices. If he possesses the requisite mental capacity, he has the right to make an unequal distribution of his property among his heirs or to give it entirely to strangers. And under the law of this state where it appears from the will itself that it was the clear intent of the testator to disinherit or exclude his natural children from participation in his estate, such act in itself will not vitiate the will. See 68 C.J. Wills, § 51, page 452, 94 C.J.S. Wills § 35, and In re Adams’ Estate, 203 Okl. 377, 222 P.2d 366.

It is here evident, that the testator was a person of unusually strong characteristics; prior to his last illness a man of full physical strength, deep feelings and emotions; a forceful individual with a strong will, not easily influenced. It is apparent that he was a person who did his own thinking, determined his own actions and did what he wanted to do. By reason of his desire to work and his carefulness in his business dealings he had built a size-able estate. There is no question that during his life with his first wife, he and his sons enjoyed the best of companionship and feelings toward each other.

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In Re Groves'estate
1957 OK 146 (Supreme Court of Oklahoma, 1957)

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Bluebook (online)
1957 OK 146, 321 P.2d 381, 1957 Okla. LEXIS 646, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-grovesestate-okla-1957.