In re Hansen's Will

177 P. 982, 52 Utah 554, 1918 Utah LEXIS 91
Utah Supreme Court·Decided October 28, 1918·No. No. 3227·Published·Cited by 7 cases

Opinion

CORFMAN, J.

Peter Hansen, a resident of Salt Lake City," died May 23, 1916, leaving a will, the subject of this controversy, dated [556] November 3, 1915. He left surviving Mm five children, two sons, aged forty-seven and thirty-three years, and three daughters, aged thirty-eight, thirty-five and thirty-one years, respectively.

At testator’s death his entire estate, aside from a few personal effects of practically no value, consisted of $4,829.80 credit or savings account with Zion’s Savings Bank & Trust Company, a banking institution of Salt Lake City. Under the provisions of the will he bequeathed $5 to each of his said children, $50 to the Relief Society of the Twenty-Eighth Ecclesiastical Ward of Salt Lake City, and the residue to Ernest N. MacGregor and M. McConnell, whom he also named as executors as well as residuary legatees. About two months after the will had been executed he placed it in the keeping of Mrs. MacGregor, the wife of Ernest N. MacGregor; and in due time after testator’s death the will was, upon petition of proponent, Ernest N. MacGregor, presented for probate. Thereupon Mrs. Catherine Hansen Brown, Daniel Hansen, and Anna Hansen Richards, three of the children of Peter Hansen, filed a protest against the admission of the will to probate upon four grounds, viz.:

“(1) That said alleged will or document now offered for probate is not the will and testament of said decedent; (2) that at the time of signing the said document or alleged will the said decedent was not of sound mind and was mentally incapacitated to make a will; (3) that said will was not attested, witnessed, or signed as required by law, nor was the same by decedent declared to be his last will as required by law, as your petitioners are informed and believe; (4) that the said decedent, at the time of the signing of the alleged will or document, was of feeble and unsound mind, and the said Ernest N. MacGregor and M. McConnell, while the said decedent was of feeble and unsound mind, for the purpose of defrauding the heirs of the said deceased of their interest in his estate, by constantly associating themselves with the said decedent and by gaining a predominance over his will and mind by persuasion and inducement, did, as your petitioners are informed and believe, by such persuasion and undue in-[557] fluenee overcome the will of said decedent, if any he then possessed, and did fraudulently and wickedly induce the said decedent to sign his name to the said document or alleged will; that the said signature was obtained wholly by the exertion as aforesaid of such undue influence and fraud exerted upon the mind of the decedent, all of which caused him to sign his name to the said document, and that except for such acts and undue influence the decedent would not have signed his name thereto.”

An answer was filed by proponent, denying the aforesaid allegations, and, on the contrary, affirmatively alleging due execution of the will and that the testator was of sound and disposing mind, etc.

The issues thus framed have been twice submitted and tried to a jury in the district court. At the first trial all the issues were found in favor of the proponent, except as to the issue of undue influence, which the jury found in favor of the contestants. Judgment being entered by the court upon that verdict, disallowing the admission of the will to probate, an appeal was taken to this court, and, upon review, we held that the evidence was wholly insufficient to support the verdict of the jury as to undue influence, and remanded the case to the district court, with directions that the proponent be granted a new trial. 50 Utah, 207, 167 Pac. 256. Upon the second trial the district court, deeming the evidence insufficient, withdrew the questions of due execution of the will, undue influence, etc., from the consideration of the jury, and submitted the one question only — whether or not the testator was of sound and disposing mind and memory when he made his will. Upon the issue of testamentary capacity the jury again returned a verdict in favor of contestants. Prom the judgment entered thereon proponent appeals, assigning as errors the following:

(1) The admission of the testimony of certain lay witnesses, wherein they stated that in their opinion the testator was of unsound mind and possessed of an insane delusion that his children were attempting to get Ms property away from him at the time he executed the will; (2) permitting [558] Dr. Ewing, an expert witness, to answer a hypothetical question; (3) denying proponent’s motion for a nonsuit; and (4) insufficiency of the evidence to sustain the verdict of the jury, and that the same is against law.

On the former hearing before this court for review it was announced:

‘ ‘ This is a law ease, and, in view of that fact, we have no right, nor have we the inclination, if we had the right, to interfere with the findings of the jury in such a ease, where such findings are based upon any substantial evidence. We may, however, not disregard both our duty and our oaths of office, and permit a judgment to stand, unless it is based upon findings which are based upon some substantial legal evidence.”

We also took occasion to then say, in passing on the permissibility of lay witnesses to testify and express an opinion upon the question of mental capacity of the testator at the time the will was executed, that — ■

‘ ‘ The facts upon which the opinion is based should be relevant to the issue and should not be remote in point of time.”

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In re Hansen's Will, 177 P. 982, 52 Utah 554, 1918 Utah LEXIS 91 (Utah 1918).

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