In Re the Estate of Kern

716 P.2d 528, 239 Kan. 8, 1986 Kan. LEXIS 268
Supreme Court of Kansas·Decided March 28, 1986·No. 57,077·Published·Cited by 8 cases

Opinions

The opinion of the court was delivered by

Miller, J.:

This is an appeal from an order of the District Court of Phillips County admitting to probate the will of Birdie Kern. The appellant is Viola Engebrit, a niece of the decedent. The appellees are William and Doris Stowell, the executors and principal beneficiaries under the will. The principal issues before us are whether the testatrix lacked testamentary capacity to execute a will, and whether her will was procured by undue influence. The trial court made detailed and extensive findings of fact, for which we find substantial support in the record, and admitted the will to probate.

The evidence is for the most part undisputed. At the time of [9] the execution of the will, Birdie Kern was eighty-three years of age. She lived alone in her mobile home in Phillipsburg, Kansas. Her second husband died in 1961, and she had no children. At the time of the execution of the will she had two living sisters and a brother — Nellie MacFarlane, Bertha Ludwig and Ralph Rose. Her brothers, Charles Lee Rose, Harry Dean, Jr., and Edmund Dean, and her sister, Lula Dean, predeceased her, leaving a large number of surviving children who were her nephews and nieces.

William Stowell and Doris Stowell are husband and wife and are practicing lawyers in Phillipsburg. They are not related to the decedent. They performed legal services for Birdie Kern in the probate of her first husband’s estate in 1953, in probating her second husband’s estate in 1961, and in doing certain quiet title work for her. They also assisted her in qualifying for social security benefits, prepared her tax returns, and assisted her in obtaining a settlement from a car accident which occurred in 1981. After her second husband’s death in 1961, she relied upon the Stowells for advice of a confidential and business nature. She developed the practice of dropping in at the Stowells’ law office once or twice a week for advice on matters of all kinds. It was an unusual relationship. Mrs. Stowell taught her to balance her checkbook. While the Stowells charged Birdie for the probate and legal work they had done in 1961 and earlier years, they did not charge for her weekly visits or the advice that they regularly gave her-. Birdie’s closest relative lived some 100 miles away and that relative, a niece, visited her once or twice a year. There is no evidence that Birdie had any regular contact with any of her other living relatives.

Both of the Stowells testified that Birdie Kern on numerous occasions expressed a desire to give them 120 acres of land she owned near Speed, Kansas, but on each occasion the Stowells declined the gift, indicating to Birdie that she might need the land for her own income. One of Birdie’s neighbors who was in daily contact with her indicated that Birdie told her she would give her land to the Stowells because they took care of her business and she felt closer to them than to her relatives.

In the spring of 1983, Birdie was diagnosed as having cancer of the rectum which had spread to her liver. Her physician considered this condition incurable and told Birdie so. On the advice of [10] her physician she entered into a hospice program, a medical program in which registered nurses regularly visit the homes of persons who have incurable diseases, checking on their physical condition and orientation, and helping them to adjust to the inevitable results.

After Birdie had been advised that she had incurable cancer, she asked William Stowell to draw a will for her. Suspecting that she intended to make the Stowells beneficiaries of her will, William Stowell prepared a will questionnaire on his law office computer. He did not ordinarily prepare a will questionnaire in drafting a client’s will. He took the questionnaire to Birdie and had her fill it out in her own handwriting, without his assistance. As he suspected, Birdie filled out the questionnaire indicating that she wanted to leave her land and the remainder of her property, after small cash gifts to her living brother and sisters, to William and Doris Stowell. Mr. Stowell told Birdie that he could not draw her will if she persisted in desiring to leave property to him and his wife. Birdie then asked Stowell to find a lawyer for her who would prepare her will. Stowell agreed to do this. On July 15, 1983, Stowell contacted Harold McCubbin, a lawyer from an adjoining county, on an occasion when Mr. McCubbin was in Phillips County for a regular court day. Stowell asked McCubbin if he would undertake to meet with Birdie Kern, ascertain her wishes, and, if necessary, draft a will for her. McCubbin agreed to do so. Stowell then gave McCubbin a copy of the will questionnaire which Birdie had completed, and he took McCubbin to Birdie’s home. He introduced McCubbin to Birdie and departed. McCubbin remained and visited with Birdie for some twenty-five minutes concerning her proposed will. He returned to his office in Norton and prepared a will in accordance with Birdie’s request.

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In Re the Estate of Kern, 716 P.2d 528, 239 Kan. 8, 1986 Kan. LEXIS 268 (kan 1986).

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