In Re Kelly's Estate

46 P.2d 84, 150 Or. 598, 1935 Ore. LEXIS 119
CourtOregon Supreme Court
DecidedFebruary 20, 1935
StatusPublished
Cited by16 cases

This text of 46 P.2d 84 (In Re Kelly's Estate) is published on Counsel Stack Legal Research, covering Oregon 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 Kelly's Estate, 46 P.2d 84, 150 Or. 598, 1935 Ore. LEXIS 119 (Or. 1935).

Opinion

*600 ROSSMAN, J.

October 11,1933, the document with which we are now concerned was signed by Plympton J. Kelly. October 18,1933, he died, aged 70 years. The contestants aver that “prior to the 18th day of October, 1933, the said P. J. Kelly was suffering greatly from physical weakness and pain and that the will as made and executed by P. J. Kelly was not the free and voluntary act of the said P. J. Kelly, but was as a result of coercion, duress, undue influence and fraud on the part of Jessie G. Northrop, who, at the said time, was acting in a confidential capacity toward the said deceased P. J. Kelly, to wit, as nurse and patient”.

The alleged will bequeathed to Jessie G. Northrop Kelly’s home place (a six-acre tract in the city of Portland) and another tract of 1.85 acres, and then made her residuary legatee. The appraised value of the estate is $90,055.87. Mrs. Northrop’s bequest is worth about $45,000. The other beneficiaries of the will are L. J. Kelly, a brother of the deceased, aged 65 years, whose bequest is worth approximately $10,000; L. B. Kelly, another brother, aged 68 years, whose bequest is worth about $8,000; and Elmer McClure, a nephew of Kelly’s deceased wife, whose bequest is worth $28,000.

Kelly’s wife had predeceased him about five years, and his two sons had died prior to the death of Mrs. Kelly. His heirs were the aforementioned two brothers, L. J. and L. B. Kelly, Gertrude Hunter, a grandniece, and Lloyd "Woodside, a nephew. These four persons, together with Elmer McClure, are the contestants.

We shall now state what we deem to be the controlling facts, realizing as we proceed that many of the facts which we are about to mention are disputed.

P. J. Kelly was an intelligent man who was firm in his convictions and who made many loyal friends. He *601 impressed those who knew him as a fair and just man. He refrained from the use of intoxicating liquor and attended a Presbyterian church regularly. The record does not disclose the business in which he had been engaged, but apparently the estate which he possessed at the time of his death was the result of his own efforts. At the time with which we are concerned he resided at his home place consisting of about six acres which contained a fruit orchard. Kelly’s brother, L. J. Kelly, whom the witnesses called Jack, took care of this property and sold the fruit grown thereon. For his services Kelly paid him $30 a month and provided him with board and room in Kelly’s home.

In the fall of 1930 Kelly became afflicted with a heart ailment, and at that time his physician sent to his home as a nurse the aforementioned Jessie Gr. Northrop, whom Kelly had not previously known. She was not related to him. Mrs. Northrop at that time was, and still is, the wife of H. D. Northrop. At the time of the trial (1934) she gave her age as 37 years. According to Mrs. Northrop at some time in 1931 she and Northrop became estranged. The evidence indicates that the estrangement was due to her relationship with Kelly. Kelly’s aforementioned illness confined him to his bed for four weeks. At the conclusion of that period he had fully recovered; nevertheless, Mrs. Northrop stayed in the Kelly home two weeks longer. Kelly had become fond of her company. At that time Kelly’s brother Jack was staying at Kelly’s home, and another occupant of the home was a Miss Minnie Cargill, who did the cooking and housework. Something in the attitude of Mrs. Northrop toward Kelly can be gleaned from the fact that after she had been in the home only one day she declared to Kelly’s aunt: “You know, I feel per *602 fectly at home here; it seems to me as if I just belonged here; I think I will set my cap for your nephew.” As a further possible indication of Mrs. Northrop’s attitude toward Kelly at that time is the incident which we shall now mention. About this time she and a friend, a Mrs. Ruth Anderson, had a discussion which Mrs. Northrop related thus: “We were discussing, talking about Mr. P. J. Kelly’s home and how much nicer it was, how cheery it was with the new curtains and things, and Mrs. Anderson hoped that — she said he ought to remember me when he died, and I told her the story of an elderly old lady that lived in southern California my aunt had told me about,— that a young lady had taken an interest in her expecting to see her — and when she passed on, she had remembered her, and Mrs. Anderson laughed and she said, ‘Well, you remember what we got — how we were remembered from Mrs. Manning’.” According to further parts of her testimony, the elderly California woman’s will rewarded the kind friend with a valuable jewelry store. Mrs. Northrop added that she and Mrs. Anderson had shown the aforementioned Mrs. Manning attention for five years while she was in ill health, but had received nothing from her except “a lot of nice words with some question marks”. According to Mrs. Anderson, Mrs. Northrop said, as a part of this conversation, “that Mr. Kelly had none (relatives) outside of brothers — had no relatives and that if she was nice to him he would probably be nice to her when he died”. After Mrs. Northrop had left Kelly’s home she made frequent visits there until October of 1931, and at other times Kelly called for her in his automobile at her places of employment. Kelly was aware of the fact that she had a husband and had met the latter on one or more occasions.

*603 In October of 1931 Mrs. Northrop’s elderly mother, who resided in Tillamook, became seriously ill; thereupon Kelly drove Mrs. Northrop in his car to Tillamook where she went to nurse her mother. From then on Mrs. Northrop remained in Tillamook until about three weeks prior to Kelly’s death. In this period she came to Portland once each month on a Saturday night and remained at Kelly’s home for the succeeding eight days. Upon the trip to the mother’s Tillamook home the following incident took place, according to the testimony of Mrs. Northrop: “He told me that he. wanted to ask me a question and before asking he was going to tell me that here, in the presence of the great boundless Pacific and the beautiful blue sky, he was going to promise to love and protect me as long as life lasted, and asked me if I would do the same, and I told him I would.” December 11,1931, the mother died and then, according to Mrs. Northrop, Kelly “asked me to have my father and my son come out to Portland, and that I might secure a divorce and become his wife and live there with him”. She said she declined to do this because “Mr. Kelly had had enough sorrow without my bringing in my father to add to his trouble.” The father was elderly and died September 23, 1933. The son was by a previous marriage. About the time Mrs. Northrop took up her home at Tillamook, Kelly began to send her $30 a month, and this continued until the month of Kelly’s death. When Mrs. Northrop was at Tillamook she and Kelly exchanged letters daily, but none of these was produced at the trial. Mrs. Northrop claimed that she burned them a few days before Kelly’s death. During the.same period she wrote many letters to the aforementioned Kuth Anderson whom she regarded as “my own dear darling sister”, and in whom she said she reposed unlimited confidence. *604 Mrs. Anderson at one time had been employed by Kelly and was regarded by him as a friend. These letters were produced by the contestants.

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Bluebook (online)
46 P.2d 84, 150 Or. 598, 1935 Ore. LEXIS 119, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-kellys-estate-or-1935.