In re the Estate of Lopez

25 Haw. 197, 1919 Haw. LEXIS 20
CourtHawaii Supreme Court
DecidedOctober 29, 1919
DocketNo. 1209
StatusPublished
Cited by3 cases

This text of 25 Haw. 197 (In re the Estate of Lopez) is published on Counsel Stack Legal Research, covering Hawaii 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 Lopez, 25 Haw. 197, 1919 Haw. LEXIS 20 (haw 1919).

Opinion

OPINION OF THE COURT BY

KEMP, J.

This case was originally a petition for admission to probate of a certain document alleged by the proponent to be the last will and testament of Kaahanui Lopez, deceased. The admission of this document to probate was contested by various heirs at law of .the testatrix and persons who would benefit under prior wills made by the testatrix.

The contestants allege in substance that at the time of the execution of the said document, if it ever was executed, the said Kaahanui Lopez was not of sound and disposing mind or capable of executing the alleged will; that said alleged will was never signed by said Kaahanui Lopez, deceased; that said will was executed, if at all, under the undue influence, importunities, suggestions and persuasions of one Kealawaa Johnson, deceased, Antone Peter Johnson, Sarah Johnson and Maria Johnson, [198]*198or some other person or persons, and is not the voluntary-act of the said Kaahanui Lopez; that said will was executed, if at all, under the compulsion of threats and duress inflicted upon the said Kaahanui Lopez by the said Kealawaa Johnson or other person or persons who held her, the said Kaahanui Lopez, in confinement and restrained her of her liberty and compelled her to execute the said will; that the said will was procured by the fraud, misrepresentation and artifice of the said Kealawaa Johnson, or other person or persons.

After a trial before the circuit judge, sitting as a judge in probate, a decree was signed refusing to admit the will to probate. Upon the filing of that decree the proponent appealed to a jury, and following the requirements of our statute applicable in such cases four issues were framed by the trial judge for presentation to the jury upon appeal as follows: (1) Was the mind of the testatrix Kaahanui Lopez sufficiently sonnd at the time she is alleged to have executed the will herein offered for probate to enable her to understand the nature and effect of the alleged will; (2) did the testatrix personally sign the alleged will or expressly direct any one else to sign it for her in her presence; (3) did the testatrix understand fully and clearly the nature and effect of the alleged will at the time of its execution; (4) did the testatrix, whether by herself or by another, sign the alleged will in the presence of two witnesses who at that time at her request and in her presence and in the presence of each other subscribed their names thereto as witnesses. At the conclusion of the trial upon these issues the jury answered each of them in the negative and the case comes to this court upon exceptions by the proponent to rulings made at the trial as well as to the verdict.

The exceptions are too numerous and lengthy to per[199]*199mit their incorporation in this opinion, but certain of the exceptions clearly present to this court for its determination, for the first time we believe, the question as to which party, the proponent or the contestant, has the burden of proof on the issue of testamentary capacity of the testator.

The decisions of other courts relating to this question fall into two main groups — those which maintain that the burden of proving testamentary capacity is on the proponent forming the one main group, and those which maintain that the burden of proving lack of testamentary capacity is upon the contestant forming the other group. It may be said that the courts of the various States have aligned themselves with the one group or the other according as the proponent of the will is regarded as defendant being attacked by a contestant or as plaintiff attacking the heirs. Those courts which hold to the view that the burden of proving the testamentary capacity of the testator is upon the proponent of the will have generally proceeded upon the theory that those persons who would take as heirs under the statute in the absence of a will have some peculiarly sacred rights which the courts should jealously guard lest the testator do some untoAvard act in respect to the disposition of his estate to their detriment. These courts also as a rule reject the proposition that testators like other persons are presumed to be sane until the contrary appears — and this upon the theory that Avills are usually executed by persons in extremis; that a large proportion of them are made Avlien the mind is to some extent enfeebled by sickness or old age. If one accepts these conclusions as sound it naturally follows that the proponent of the will should bear the burden of proving the sanity or testamentary capacity of the testator. This view of the law is well presented in Crowninshield v. Crowninshield, 2 [200]*200Gray (Mass.) 524; Delafield v. Parish, 25 N. Y. 9, and McMechen v. McMechen, 17 W. Va. 683.

However, the more recent Massachusetts decisions do not adhere to the holding of Crowninshield v. Crowninshield, supra, that there is no presumption of sanity in the case of a testator, but do hold that the burden of proving sanity is on the proponent of the will notwithstanding such presumption and that the presumption of sanity will merely assist the proponent in sustaining this burden. Fulton v. Umbehend, 182 Mass. 487.

The first, and we might say the controlling, principle influencing the decisions of those courts which maintain that the burden of proving lack of sanity or testamentary capacity is upon the contestant is that' the presumption of law is in favor of testamentary capacity and that he who insists on the contrary has the burden of proving it except where insanity in the testator has been shown to exist at a time previous to the execution of the will, especially if he has been adjudged insane, in which event the party offering the will is bound to prove that it was executed at a lucid interval.

We do not think that the trend of modern decisions favors the archaic idea that the heirs at law have a superior right in the estate of the testator or that wills are usually executed by persons in extremis or by persons whose minds have become impaired by sickness or old age. But even if this were true such facts are not now and never were in many jurisdictions regarded as necessarily showing a lack of testamentary capacity as is held in the early case of Whitenack v. Stryker, 2 N. J. Eq. 8.

There can be no question that at common law the legal presumption is ■ that every man is of sound mind and the burden of proving that he is not rests upon the party asserting the existence of such an unnatural con[201]*201dition of the mind of a person whose act or condition is questioned.

The presumption that every one is compos mentis, in the absence of proof to the contrary, must be held to prevail in this Territory unless it is manifest from statutory enactment that a different rule has been prescribed when the question of the exercise of testamentary capacity is involved. The contestants contend that our statute which provides that “Every person * * * of sound mind may dispose of his or her estate by will” (Sec. 8258 E. L. 1915) does away with the legal presumption of sanity in testators.

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Bluebook (online)
25 Haw. 197, 1919 Haw. LEXIS 20, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-lopez-haw-1919.