In Re the Estate of Goan

366 P.2d 831, 83 Idaho 568, 97 A.L.R. 2d 384, 1961 Ida. LEXIS 223
CourtIdaho Supreme Court
DecidedDecember 5, 1961
Docket8906
StatusPublished
Cited by13 cases

This text of 366 P.2d 831 (In Re the Estate of Goan) is published on Counsel Stack Legal Research, covering Idaho 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 the Estate of Goan, 366 P.2d 831, 83 Idaho 568, 97 A.L.R. 2d 384, 1961 Ida. LEXIS 223 (Idaho 1961).

Opinions

McFADDEN, Justice.

Frank Hartzell Schmadeka, a son of Araminta Schmadeka (also known as Goan), petitioned to have his mother’s will admitted to probate. Mrs. Schmadeka, a widow, .died April 3, 1959. The presented will, dated “April - 1953”, but actually executed April 6 of that year, left to petitioner his mother’s interest in 160 acres of land, left the residue of the estate equally to nine of her ten children, one daughter being left nothing.

[571]*571Respondents, eight of M.rs. Schmadeka’s. children, contested the probate of the will. One other son did not participate in this will contest. Respondents by their pleadings contended that the alleged will was not executed by their mother, that she was incompetent at the time of its alleged execution, and that she was subject to the undue influence, duress or fraud of appellant, referred to as Hartzell Schmadeka.

Proceedings in the Probate Court resulted in a jury verdict rejecting the will. Appellant appealed to the District Court, and the matter was again heard by a jury. Again the will was rejected, this time for the reason that Mrs. Schmadeka was incompetent at the time of its execution.

In the District Court proceedings interrogatories were submitted to the jury on three issues: First, was deceased competent to make and execute a will at the time it was executed? Second, did she duly execute it, knowing it to be a will, in the presence of two subscribing witnesses? Third, was she subjected to the undue influence of her son, the appellant, which resulted in the execution of this will by her? The jury answered the first interrogatory in the negative, i. e., that the decedent, at the time, was not competent to make and execute the will. They did not answer the other interrogatories, having been instructed by the court that if the interrogatory was answered in the negative they need answer no more. Judgment was entered on the verdict, and appellant moved for a new trial. The motion was denied and this appeal was taken from the judgment and from the order denying the motion for new trial.

While appellant has set out some seventeen assignments of error, both parties recognize that the principal question for this court is the sufficiency of the evidence to sustain the jury’s finding of incompetency. In considering this question a brief review of the testimony of the respective witnesses is essential.

Appellant testified under statutory cross-examination that his mother had suffered from high blood pressure for several years prior to 1953, but that she was “pretty good” at the time of the execution of the will and was able to handle her own business.

Sadie Keeler, a daughter, and one of respondents, testified that she had seen her mother weekly during the years after 1954; that prior to 1948 her mother’s health wasn’t good, and it deteriorated more between 1949 and 1953; that in 1953 it was very bad, especially after the death of her brother Roy in 1952, when her mother suffered a relapse and suffered from shingles.

Dr. Soltman, and Dr. Pullen, each testified that in his opinion Mrs. Schmadeka had for many years suffered from both high blood pressure and arteriosclerosis. [572]*572Dr. Soltman, who attended Mrs. Schmadeka for a few months before her decease in 1959, and for a short period in 1954, thought that in 1954 she appeared reasonably alert for her age. Dr. Pullen recognized that even a person suffering from high blood pressure could be perfectly rational at times, for reasonable periods of time, and that such a person would be able to think and act normally, and be able to transact business. He, in his answer to a hypothetical question, stated that the fact a person wrote a number of checks to pay bills would indicate such person was lucid enough to care for small business matters, and that letters showing a grasp of current events would indicate lucid intervals.

Myrtle Chase, another daughter and a respondent, testified as to her mother’s high blood pressure and gradual weakening between 1948 and 1954; that her mother became very feeble after the death of Roy, and had headaches much of the time. She testified to her mother signing numerous checks between October 2, 1954, and December 12, 1955, in payment of ordinary bills.

Dale Eimers, the person named as executor of the proposed will, testified he had been called to consult with Mrs. Schmadeka in 1957 to ascertain her wishes as to certain property; that at that time, she appeared to be in a state of confusion and bewilderment and appeared emotionally upset; that he opened an envelope' containing the will in question, and read' this will to her. Mrs. Schmadeka appeared upset, as there was no provision made for the one daughter, who was left nothing and she stated to him she wanted her children to share in the estate. Mrs. Schmadeka advised him she wanted to take some time to think over certain changes she might wish to make in the will, but even though he had subsequently seen her a couple of times, she never mentioned the will again.

George W. Mires, a son-in-law of decedent, testified that in 1957 Mrs. Schmadeka had told him of a will providing equally for all the children.

In essence, the most favorable view of the evidence presented by the respondents indicates that (1) the testatrix, a woman of 81 years at the time of the purported execution of the will, was suffering from high blood pressure, at least from 1948, and from hardening of the arteries, at least since 1953, and that these diseases were the cause of her death in 1959; (2) that these conditions can, and when of long standing usually do, result in some degree of mental impairment; (3) when there is such impairment, there may also he lucid intervals of considerable duration; and (4) the testatrix did demonstrate some mental impairment at times relatively re[573]*573mote from the time of the purported execution of the will.

Is such evidence sufficient to sustain a finding of incompetency? We think not. Respondents, being contestants of the will on the basis of incompetency of the testatrix, are the plaintiffs in such contest (I.C. § 15-213), and as such must sustain the burden of proof of their affirmative claim.

This court in In re Heazle’s Estate, 74 Idaho 72, 76, 257 P.2d 556, 558, reiterated the general rule that testamentary capacity is a question of fact to be determined on the evidence in the individual case, and quoted from 1 Page on Wills, Life Ed. § 132, p. 268, it recognizing the general .rule:

“'Testator must have sufficient strength and clearness of mind and memory, to know, in general, without prompting, the nature and extent of the property of which he is about to dispose, and nature of the act which he is about to perform, and the names and identity of the persons who are to be the objects of his bounty, and his relation towards them.’ ”

Generally the question of the mental capacity of a decedent is a question of fact. The verdict and findings in a will contest will not be disturbed when there is any substantial evidence to support the finding. Estate of Brown, 61 Idaho 320, 101 P.2d 11. However, this court is not bound by such verdict when it is not supported by the evidence. Bussell v. Barry, 61 Idaho 216, 102 P.2d 276

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Cite This Page — Counsel Stack

Bluebook (online)
366 P.2d 831, 83 Idaho 568, 97 A.L.R. 2d 384, 1961 Ida. LEXIS 223, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-goan-idaho-1961.