In Re Polly's Estate

117 N.W.2d 375, 174 Neb. 222, 1962 Neb. LEXIS 133
CourtNebraska Supreme Court
DecidedOctober 12, 1962
Docket35215
StatusPublished
Cited by6 cases

This text of 117 N.W.2d 375 (In Re Polly's Estate) is published on Counsel Stack Legal Research, covering Nebraska 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 Polly's Estate, 117 N.W.2d 375, 174 Neb. 222, 1962 Neb. LEXIS 133 (Neb. 1962).

Opinion

Messmore, J.

This action arose as a result of Donna Ketehmark, Julia Warwick, Roy Hughes, Walter Hughes, Frank Hughes, Veda Connor, John Hughes, • Alice Noski, Irene M. Lewis, Reuben Hughes, Ray Hughes, Tom Hughes, Verna Peterson, and Carlton Hamilton, nephews and nieces of the deceased, and Mr. and Mrs. Boyd McKenzie, objecting to the allowance for probate of the last will of Mary Loretta Polly, deceased. The trial court for Greeley County submitted to a jury the issue of whether or not the will was the result of undue influence exercised over the deceased by Mable V. Cook, a niece of the testatrix. The jury found that the last will of Mary Loretta Polly, dated October 16, 1959, was not a valid last will and was null and void. The proponent then filed a motion asking the court to render judgment notwithstanding the verdict. The proponent also filed a *224 motion for a new trial. Both of the above motions were overruled. The proponent perfected appeal to this' court.

. At the close of the contestants’ evidence, the proponent moved the court to dismiss the objections of the contestants for the reason that the evidence was insufficient to go to the jury on the issues raised by the contestants’ objections. The proponent made the same motion at the close of the case. At the close of the proponent’s evidence, the contestants moved the court to declare that the last will of the testatrix be held invalid for the reason that the proponent failed to make a prima facie case as to the validity of the will. The motions made by the proponent and the contestants were overruled.

The proponent’s assignments of error may be summarized as follows: That the verdict is contrary to the law and not sustained by the evidence, and that the trial court erred in giving instruction No. 12 on its own motion to the jury.

“In a will contest upon the ground of undue influence the burden is upon the contestant to prove by a preponderance of the evidence (1) that testator was subject to undue influence; (2) that there was opportunity to exercise undue influence; (3) that there was a disposition to exercise undue influence for an improper purpose; and (4) that the result was clearly the effect of undue influence.” Benge v. Sutton, 169 Neb. 769, 100 N. W. 2d 857.

“In a will contest, where undue influence is alleged, that question should be submitted to the jury when the facts and circumstances proved, together with inferences fairly deducible therefrom, are such that reasonable minds might conclude that the will was not the free and voluntary act of testator, but the result of undue influence exercised upon him.” In re Estate of Strelow, on rehearing, 120 Neb. 242, 233 N. W. 889.

“Undue influence is usually surrounded by all possible secrecy. It is almost always difficult to prove by *225 direct and positive proof. It is largely a matter of inferences from facts and circumstances surrounding the testator, his life, character, mental condition, as shown by the evidence, and opportunity afforded designing persons for the exercise of improper control.” In re Estate of George, 144 Neb. 887, 15 N. W. 2d 80.

“In making proof, a contestant is not limited to the bare facts that he may be able to adduce, but he is entitled to the benefit of all inferences which may be legitimately derived from established facts. * * * The declarations of a testator are admissible to show his state of mind and consequent susceptibility to undue influence. * * * While it is a generally accepted view that the mere existence of confidential relations between a testator and a beneficiary under his will does not raise a presumption that the beneficiary has exercised undue influence over the testator, the relationship between the two may be considered with all of the other facts and circumstances in the case in determining undue influence.” In re Estate of Bowman, 143 Neb. 440, 9 N. W. 2d 801.

The fact that a will is unnatural or unreasonable in the distribution of property is a circumstance to be considered by the jury in connection with other evidence bearing on the question of whether the will is the result of undue influence. See, In re Estate of Bowman, supra; In re Estate of Bainbridge, 151 Neb. 142, 36 N. W. 2d 625.

It is permissible not to strive to separate each fact supported by evidence offered as proof of undue influence and allocate it under one or more of the four essential elements requisite to establish the exercise of undue influence, but to view the entire evidence offered by the contestants as proof of this issue and rest the decision upon whether or not the evidence as a whole is of such a substantial nature as to contain some proof of each of the essential elements, and to require that the issue of undue influence be submitted to and determined *226 by a jury. See In re Estate of Bainbridge, supra.

For convenience we will refer to Mary Loretta Polly as Mrs. Polly and to Mrs. Mable Y. Cook as Mrs. Cook.

It will be noted by the evidence that Mrs. Polly at times is referred to as Aunt Rett.

Mrs. Polly was a widow, 87 years of age, and a resident of Scottsbluff. She had a son, Harry Graham, who contributed to her support. On July 26, 1959, her son died. Mrs. Polly inherited from his estate. Mrs. Polly continued to live in Scottsbluff until September 1959. In that month she fell, and was taken to a hospital. While in the hospital she wrote to Mrs. Cook, a niece who lived at Greeley, and to Emmett Hughes, a nephew who lived at Burwell, asking them to come and see her. It appears from the record that Mrs. Polly had several nephews and nieces whom she had not seen for a number of years. Mrs. Cook testified that she had corresponded with Mrs. Polly for about 10 years. Mrs. Cook asked her son to take her to Scottsbluff on September 18, 1959. Mrs. Cook, Emmett Hughes, and his wife, Monia Hughes, left for Scottsbluff with Mrs. Cook’s son Pat. They arrived early in the morning. Emmett Hughes and Pat Cook returned home, and Mrs. Cook and Mrs. Hughes remained in Scottsbluff. They went to the hospital to see Mrs. Polly and were informed that she could leave the hospital if she had someone to take care of her. She was released from the hospital on September 20, 1959, and returned to her apartment in Scottsbluff with Mrs. Cook and Mrs. Hughes.

Prior to the arrival of Mrs. Cook and Mrs. Hughes, Mrs. Polly had consulted an attorney with reference to making a will and about the inheritance she had received from her son. On September 22, 1959, Mrs. Polly requested her attorney to come to her apartment and prepare a will. The same evening the attorney and his wife returned to the apartment and the will was signed by Mrs. Polly and witnessed by the attorney and his wife as attesting witnesses. This will provided in sub *227 stance that one-tenth of the estate was bequeathed to Emmett Hughes; an undivided one-tenth was bequeathed to Mrs. Cook; an undivided one-fifth was bequeathed to the sons and daughters of Mrs. Polly’s sister Nora Hughes who were living at the time of the death of the testatrix; an undivided one-fifth to the sons and daughters of Mrs.

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Bluebook (online)
117 N.W.2d 375, 174 Neb. 222, 1962 Neb. LEXIS 133, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-pollys-estate-neb-1962.