In Re the Estate of Jolly

85 P.2d 267, 197 Wash. 349
CourtWashington Supreme Court
DecidedDecember 14, 1938
DocketNo. 27245. Department One.
StatusPublished
Cited by14 cases

This text of 85 P.2d 267 (In Re the Estate of Jolly) 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 the Estate of Jolly, 85 P.2d 267, 197 Wash. 349 (Wash. 1938).

Opinion

Blake, J.

Robert Jolly died July 12,. 1937, leaving in existence two wills, executed within six months prior to his death. In the first, executed January 13th, *350 he named James D. Grose, Jr., as residuary legatee, and John F. McCarthy as executor. In the second, executed May 13th, he named Thomas Garrett and Alice Garrett as residuary legatees, and designated the former as executor.

The former will was admitted to probate July 14, 1937. A petition presenting the latter will for probate was filed August 7, 1937. Grose and McCarthy filed an answer to the petition, in which they objected to the probate of the second will on the grounds (1) that it had not been duly executed and attested; (2) that it was executed as the result of undue influence brought to bear on the testator by the residuary legatees; (3) that the testator was mentally incompetent.

The contestants, Grose and McCarthy, made a request for a trial by jury, which the court granted. The court submitted to the jury only the issue of the mental capacity of the testator. To the question:

“Did Robert Jolly on the 13th day of May, 1937, at the time he signed the will dated that date, have mental capacity sufficient to make a last will and testament 55 • • • )
the jury answered, “No.”

After denying motions for judgment and new trial, interposed by the proponents, the court entered a judgment containing findings to the effect that the will had been executed, witnessed, and authenticated in the manner and form required by law, and that the testator “was not acting under duress, menace, fraud or undue influence of any person or persons whomsoever.” The judgment then contains the following recital:

“On the question of mental capacity of the said Robert Jolly, deceased, to make a last will and testament at the time he in fact signed said document dated May 13, 1937, purporting to be his last will and testament, as aforesaid, the court feels there are so many elements in the case that he would not be justified in *351 disturbing the finding of the jury and therefore accepts the finding of the jury as to the lack of mental capacity of the said decedent to make his alleged last will on May 13, 1937.”

The proponents have appealed from a decree rejecting the will.

We do not understand Jhat the contestants question the finding that the will was executed in the manner provided by law. While they do make some contention here that the will was executed under undue influence brought to bear upon the testator by the proponents, we think the evidence falls far short of establishing the fact. All that can possibly be said of the evidence on this issue is that the proponents had the opportunity of bringing undue influence to bear. The opportunity alone, however, is not sufficient basis for drawing the inference that undue influence was exerted. Points v. Nier, 91 Wash. 20, 157 Pac. 44, Ann. Cas. 1918A, 1046; In re Bradley’s Estate, 187 Wash. 221, 59 P. (2d) 1129. In the light of what was said in the cases cited, we may say that we do not think the evidence in this case was sufficient to raise even a suspicion that the testator was acting under undue influence.

With respect to the recital in the judgment concerning the mental incapacity of the testator, it would seem that the court accorded the verdict of the jury rather more weight than the law contemplates in such cases. For the verdict is merely advisory. In re McCombs’ Estate, 164 Wash. 339, 2 P. (2d) 692. It does not relieve the court of the responsibility of weighing the evidence. Hodgen v. Department of Labor & Industries, 194 Wash. 541, 78 P. (2d) 949. Consequently, we have felt it incumbent upon us, in examining the record, to consider the credibility of witnesses, as well as the weight of the evidence.

*352 So far as the numerical weight of the testimony goes, it overwhelmingly preponderates in support of the mental capacity of the testator. Likewise, with respect to the credibility of the testimony of the interested witnesses — Grose on the one side, and the Garretts on the other — the balance swings with the proponents. For with Grose there is an extravagance of statement running throughout his testimony which, to say the least, stamps it with a lack of sincerity. On the other hand, there is a simplicity, a spontaneity of expression, running through the testimony of each of the Garretts, which carries the ring of truth.

There is, running through the testimony of witnesses presented by the proponents, the same characteristic of directness and sincerity; while in the testimony of the contestants’ principal witness, we find the same vein of extravagance as found in the testimony of Grose. This witness endeavored to bring out the fact that a great affection existed between the testator and Grose, who was the former’s step-grandson. But this testimony is not convincing. For it was asserted, with no denial, that Grose, since his grandmother’s death six years before, had seen Jolly but twice. So we find nothing in the record which would justify the conclusion that the cutting off of Grose was an unnatural act on the part of Jolly. On the other hand, we have the testimony of a disinterested witness to the effect that Jolly repeatedly stated that no one had ever treated him so well as did Mr. and Mrs. Garrett.

The testimony of only one other witness called by contestants need be noticed. By him it was sought to show that, at about the time the second will was executed, Jolly’s memory had badly deteriorated. A year previous, the witness had borrowed some money from Jolly, to secure which he executed and delivered a mortgage. The witness testified that, six or seven days *353 after the interest payment became due, he had a conversation with Jolly, during the course of which the latter complained that no mortgage had been given, as agreed. The fact was that the mortgage had been delivered and was then in Jolly’s possession. We attach little significance to this incident, particularly in view of a slight aberration on the part of the witness concerning the time of the loan. Although he testified quite positively that the conversation referred to occurred six or seven days after the interest payment was due, the fact was established that the conversation took place twenty-seven days after that date.

Turning now to the case made by the proponents, we find that they produced a number of disinterested witnesses, whose testimony is in no way impeached, who testified that the testator was mentally competent. The fact is so conclusively established by two of such witnesses that we shall briefly advert to their testimony.

But first, we shall outline a few undisputed facts concerning the life of the testator and the execution of the two wills. At the time of his death, the testator was seventy-four years of age. He left no direct heirs. He had been totally blind for more than thirty years. October 29, 1936, he suffered a stroke, from which he was confined in a hospital until the middle of December. He was then taken to his home, where for two weeks he was under the care of one Gordon.

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Bluebook (online)
85 P.2d 267, 197 Wash. 349, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-jolly-wash-1938.