In Re Mickich's Estate

136 P.2d 223, 114 Mont. 258, 1943 Mont. LEXIS 21
CourtMontana Supreme Court
DecidedMarch 5, 1943
DocketNo. 8315.
StatusPublished
Cited by12 cases

This text of 136 P.2d 223 (In Re Mickich's Estate) is published on Counsel Stack Legal Research, covering Montana 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 Mickich's Estate, 136 P.2d 223, 114 Mont. 258, 1943 Mont. LEXIS 21 (Mo. 1943).

Opinions

At the outset we proceed upon the theory that the presumption is always against intestacy, (28 R.C.L. 189; In re Bragg'sEstate, 106 Mont. 132, 76 P.2d 57), and it is the policy of courts to sustain a will if it is possible to do so, (In reBragg's Estate, 106 Mont. 132, 76 P.2d 57.) We also have in mind the ruling, laid down by this court so often, that unless there is substantial evidence tending to nullify a last will and testament, the court should not permit it to be set aside. (Inre Bielenberg's Estate, 86 Mont. 521; 284 P. 546; In reSilver's Estate, 98 Mont. 141; 38 P.2d 277; In reCummings' Estate, 92 Mont. 185; 11 P.2d 968; In reCarroll's Estate, 196 P. 996, 59 Mont. 403; In re Benson'sEstate, 110 Mont. 25, 98 P.2d 868.) It is the position of the appellants that there is no substantial evidence to sustain the findings of the jury and the judgment of the court.

The contestants in this case raised no question as to the due execution and attestation of the will by the deceased and the subscribing witnesses. There is a complete attestation clause and from this fact alone there is a presumption that the will was duly executed. (In re Bragg's Estate, supra; In re Silver'sEstate, supra.) Appellants here were denied the benefit of that presumption.

One of the factors controlling in an action to set aside a will is the naturalness of the provisions contained therein, that is, how far the provisions of the will depart from what would be natural has weight in determining whether the testator was mentally competent at the time of its execution. The importance of this element in an action to set aside a will has been pointed *Page 262 out by this court in almost every case that is reported. (In reCissel's Estate, 104 Mont. 306, 66 P.2d 779; Murphy v.Nett, 130 P. 451, 47 Mont. 38; Bancroft's Probate Practice, 1, sec. 211, p. 384; In re William's Estate, 52 Mont. 192;156 P. 1087.) In this case the contestants are nephews and a niece of the half-blood. We submit that the children of a half-sister would not necessarily be close to the deceased, particularly where she was so much older than the deceased and in view of this, it should have been incumbent upon the contestants to establish a very close and friendly relationship with the testator before it could be said that they were to be considered the natural objects of his bounty. (In re Cissel's Estate, supra.)

There is evidence to show that the testator was sick, but being even in a weakened condition physically is not sufficient to set aside a will. (In re Hobbin's Estate, 41 Mont. 39,108 P. 7; In re Benson's Estate, 110 Mont. 25, 98 P.2d 868;In re Bright's Estate, 89 Mont. 394, 300 P. 229; In reSales' Estate, 108 Mont. 202, 89 P.2d 1043.) There is no mention in the doctor's or nurse's charts and records that the testator was ever in a state of coma or unconscious, (See In reBenson's Estate, 110 Mont. 25, 98 P.2d 868.)

The court erred in permitting Dr. Irwin to testify over objection in answer to a hypothetical question based on the mental competency necessary to make a will. This witness was one of the doctors who cared for the testator during his last illness and knew him for a period of one week prior to the time that the will in question was executed. The authorities on the limit to which the testator's physician may testify are far from uniform. In some states he is prohibited from testifying, in others the administrator or executor named in the will may waive the bar; in some the doctor is permitted to express an opinion as to the testator's mental competency. This court in the recent decision of In re Cissel's Estate, 104 Mont. 306, 66 P.2d 779, has pointed out that the opinion of the physician will be given weight dependent upon the facts and circumstances upon which the opinion is founded and that it is the *Page 263 province and duty of the jury to draw the inference of fact from the evidence before them regulated by the rules of law stated to them by the court, being assisted, but not superseded in that function, by the opinion of experts. For the purposes of the present argument, we can grant to the witness the right to express an opinion as to the mental competency of the testator due to his having been the attending physician. Upon his direct examination this witness made no pretense at giving any basis for his opinion that the testator was incompetent. He was asked a long hypothetical which question terminated after objection with the following: "I am asking him about mental capacity entirely. Able to make and execute a document with understanding such as the one in question." An examination of the hypothetical question will demonstrate that no attempt was made to enlighten the witness as to what might be required in the way of mental capacity in order to make and execute a last will and testament. The question was a misstatement of the facts and was in the nature of a question that would be asked of an expert who knew nothing about the testator and who was merely testifying from the facts given to him during the trial of the case. No attempt whatever was made to qualify Dr. Irwin as an expert on mental cases. His qualifications as a physician and surgeon were admitted.

The doctor had a right to give the jury a picture of the mental capacity of the testator, but to impose upon the jury his opinion and his conclusion was invading the province of the jury clearly as he was determining for the jury the very question before it.

The Supreme Court of California in this situation held: "The second part of Dr.

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Bluebook (online)
136 P.2d 223, 114 Mont. 258, 1943 Mont. LEXIS 21, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-mickichs-estate-mont-1943.