In Re Meagher's Estate

375 P.2d 148, 60 Wash. 2d 691
CourtWashington Supreme Court
DecidedOctober 8, 1962
Docket35969
StatusPublished
Cited by13 cases

This text of 375 P.2d 148 (In Re Meagher's Estate) is published on Counsel Stack Legal Research, covering Washington 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 Meagher's Estate, 375 P.2d 148, 60 Wash. 2d 691 (Wash. 1962).

Opinion

60 Wn.2d 691 (1962)
375 P.2d 148

In the Matter of the Estate of MARIE A. MEAGHER, Deceased.
THE NATIONAL BANK OF COMMERCE OF SEATTLE et al., Appellants,
v.
HUGH MIRACLE, Respondent.[*]

No. 35969.

The Supreme Court of Washington, En Banc.

October 8, 1962.

Martin, Shorts & Bever and George W. Martin, for appellants.

McCutcheon, Soderland & Wells, for respondent.

*692 ROSELLINI, J.

This is a will contest, initiated by the respondent, in which the trial court held invalid a will executed by Marie A. Meagher on October 1, 1957, and reinstated a will which she signed on July 18, 1940. This action of the trial court was grounded upon its finding that Mrs. Meagher was suffering from insane delusions at the time she executed the will, which rendered her incompetent to make testamentary disposition of her property.

The appellants contend that there was no evidence that the will was the product of delusions, and also that the evidence, as a matter of law, demonstrates a logical and rational disposition of the testatrix' property.

[1-3] It is appropriate at this point to set forth the applicable principles of law which guide a decision in a case of this kind. The first of these is that the right to dispose of one's property by will is not only a valuable right, but is one assured by law and protected by statute. In re Gordon's Estate, 52 Wn. (2d) 470, 326 P. (2d) 340. Where a will, rational on its face, is shown to have been executed in legal form, the law presumes that the testator had testamentary capacity and that the will speaks his wishes. In re Mitchell's Estate, 41 Wn. (2d) 326, 249 P. (2d) 385. One who contests a will has the burden of establishing its invalidity by evidence which is clear, cogent, and convincing. In re Gordon's Estate, supra.

[4] A will may be invalidated if it is shown, by evidence that is clear, cogent, and convincing, that at the time the will was executed, the testator was laboring under insane delusions that materially affected the disposition made in the will. In In re Klein's Estate, 28 Wn. (2d) 456, 183 P. (2d) 518, we quoted the following pertinent language from In re Shanks' Will, 172 Wis. 621, 179 N.W. 747:

"`It is not a question whether testator had general testamentary capacity, for many persons laboring under insane delusions may be competent to make a will (Will of Cole, 49 Wis. 179, 5 N.W. 346), but whether the insane delusion under which the testator suffered materially affected the will he made. In other words, is it reasonably certain that but for the insane delusion his wife would have received a materially larger devise?'"

*693 Other facets of the rule are found in Jackman v. North, 398 Ill. 90, 75 N.E. (2d) 324, 175 A.L.R. 868:

"The law is that a prejudice or dislike that a testator or testatrix might have for a relative is not ground for setting aside a will unless such prejudice and dislike cannot be explained on any other ground than that of an insane delusion. Blackhurst v. James, 293 Ill. 11 [127 N.E. 226]; Carnahan v. Hamilton, 265 Ill. 508 [107 N.E. 210, Ann. Cas. 1916C, 21]....

"In Owen v. Crumbaugh, 228 Ill. 380 [81 N.E. 1044, 1051, 119 Am. St. Rep. 442, 10 Ann. Cas. 606] after setting forth various definitions of what constitutes an insane delusion, it was said: `Whatever form of words is chosen to express the legal meaning of an insane delusion, it is clear, under all the authorites, that it must be such an aberration as indicates an unsound or deranged condition of the mental faculties as distinguished from a mere belief in the existence or nonexistence of certain supposed facts or phenomena based upon some sort of evidence. A belief which results from a process of reasoning from evidence, however imperfect the process may be or illogical the conclusion, is not an insane delusion. An insane delusion is not established when the court is able to understand how a person situated as the testator was, might have believed all that the evidence shows that he did believe and still have been in full possession of his senses. Thus, where the testator has actual grounds for the suspicion of the existence of something in which he believes, though in fact not well founded and disbelieved by others, the misapprehension of the fact is not a matter of delusion which will invalidate his will.'"

[5] A conviction which a testator arrives at by process of reasoning, however illogical, from existing facts, is not such an "insane delusion" as would affect his capacity to make a will. Knight v. Edwards, 153 Tex. 170, 264 S.W. (2d) 692.

[6] As the rule is stated in an annotation in 175 A.L.R. 964, even if there is evidence of an insane delusion of such a nature as to affect the will, if there is also evidence of some other and rational motive for the disposition made, the burden is upon the contestant to rebut or overcome the legal presumption of validity, by showing that the delusion, *694 exclusive of rational motive, was the controlling cause.

[7] In each of the cases cited by the respondent to sustain the trial court's conclusion that this will was invalid because it was induced by insane delusions, the contestant was disinherited. While we have found no recent cases on this point, it is said in Ann. Cas. 1916C, 20[1] (and now in 57 Am. Jur. 91, § 81) that a will is not invalidated by a delusion of the testator with respect to a relative who is provided for with reasonable liberality by the will.

With these rules in mind, we have examined the evidence which shows that Marie O'Donnell Meagher was born March 27, 1876, in Ontario, Canada, one of a family of five boys and three girls. The family moved to Butte, Montana, where she married William Meagher. In 1909, the Meaghers moved to Seattle. One of Mrs. Meagher's sisters, Kathryn Miracle, came to Seattle at about the same time. Margaret Vucovich, another sister, moved to California. Her brother Jack remained in Butte, and Michael moved to Denver, Colorado. The record is silent as to the other brothers.

The respondent was the only child of Kathryn Miracle. Jack O'Donnell, who died in the 1920's, had three daughters, who now are Madelon Scherer, Elizabeth Holcomb (both of Denver), and Margaret O'Donnell, of Butte. Neither Michael O'Donnell nor Mrs. Meagher had any children. Mrs. Meagher had a cousin in Tacoma, Mrs. Lee Taft, whose grandchildren were also remembered in her will, as were two of Mrs. Meagher's cousins, William and Aileen Collins, who were living in Ontario at the time of her death.

Over the years, Mrs. Meagher kept in touch, through correspondence and visits, with these relatives. The one to whom she was closest was the respondent, who was taken into the Meaghers' home when he was a young child and was reared by them.

Margaret Vucovich was committed to the state hospital at Napa, California, about 1922, and Kathryn Miracle was *695 committed to Western State Hospital, in June, 1935. For a short period thereafter, the respondent was guardian for his mother. Mrs. Meagher was later substituted in his place.

In July, 1940, Mrs. Meagher, who was then a widow, executed a will in the respondent's law office, under the terms of which all of her property, after the payment of debts, funeral and burial expenses, and expenses of administration, was left to the respondent.

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375 P.2d 148, 60 Wash. 2d 691, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-meaghers-estate-wash-1962.