In Re the Estate of Newhall

214 P. 231, 190 Cal. 709, 28 A.L.R. 778, 1923 Cal. LEXIS 599
CourtCalifornia Supreme Court
DecidedApril 4, 1923
DocketS. F. No. 9654.
StatusPublished
Cited by50 cases

This text of 214 P. 231 (In Re the Estate of Newhall) is published on Counsel Stack Legal Research, covering California 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 Newhall, 214 P. 231, 190 Cal. 709, 28 A.L.R. 778, 1923 Cal. LEXIS 599 (Cal. 1923).

Opinion

LENNON, J.

This is an appeal taken by contestant from an order admitting to probate the will of Mary E. Newhall, deceaséd. The will, holographic in form, was attacked upon four grounds, viz.: (1) That it was not entirely written, dated, and signed by the testatrix; (2) that the testatrix at the time of the execution thereof was of unsound mind; (3) that the will was procured by the undue influence o£ two of the contestees, the younger daughters of the testa *712 trix and the principal beneficiaries under the will, and (4) that the will was procured by false and fraudulent representations made to the testatrix by such beneficiaries.

The case was tried with a jury. After the presentation of contestant’s case a nonsuit was granted upon the last three grounds of contest, which were accordingly withdrawn from the jury’s consideration and the trial thereupon proceeded upon the first ground of contest and ultimately resulted in a finding in favor of the validity of the will.

It is at once apparent from a superficial examination of the will that certain words had been changed by writing over the original words and that certain interlineations had been made therein. These changes and alterations did not, however, change the sense or meaning of the will. For instance, the date which, according to the testimony of two handwriting experts, had originally been written “August twenty fourth Nineteen hundred and Nineteen” had been changed to “Nineteen hundred and Eighteen.” This was done by changing the letter “N” of the word “Nineteen” as used the second time in the original writing of the date to an “E,” and in the same writing and the same word the letter “n” into the letter “g” and also the letter “e” into the letter “h.” There- is the testimony of a handwriting expert called by the contestant to the effect that the changes and alterations in question were made by Belle McKiernan, daughter of the testatrix. There is also testimony to the contrary by a handwriting expert, testifying for contestees, to the effect that the said alterations and interlineations were in the handwriting of the testatrix and had been made by her while the ink was still wet and before the body of the will was signed by the testatrix. There is also the testimony of Belle McKiernan that she had made no. changes in the will. It will thus be seen that we have a substantial conflict in the evidence bearing upon that phase of the case which concerns the first ground of contest and that in that conflict there is to be found evidence which will suffice to support the verdict finding the will to have been entirely written, dated, and signed in the handwriting of the testatrix. And, of course, in keeping with the familiar rule concerning the conflict of evidence the judgment in that behalf cannot be disturbed upon appeal.

*713 There was some evidence offered and received for the purpose of showing that at the time of the execution of the will the testatrix was of unsound mind. A fair sample of the evidence adduced in this behalf is to be found in the testimony of witnesses to the effect that the testatrix on one occasion when two of her daughters were engaged in a heated altercation threw up her hands and declared that she “would go crazy,” and that on another occasion she appeared at the pump-house on her ranch in Tulare County in very scant attire. Upon the whole the evidence adduced in support of this phase of the case was not in our judgment sufficient to warrant the inference that the deceased was not of sound mind at the time of the making of the will and, therefore, the motion for a nonsuit in so far as it was grounded upon the alleged unsoundness of mind of the testatrix was properly granted.

The facts of the contestant’s case bearing upon the issues of fraud and undue influence substantially stated are these:

The decedent died in Fresno January 15, 1920, at about the age of eighty years. She had been twice married and left as her heirs four daughters, Grace A. Ryder, contestant herein, and Bessie Hawley, children of her first marriage, and Georgie Dunn and Belle McKiernan, children of her second marriage. A son, Carl Newhall, had predeceased her in August, 1911.

By the terms of the will made by decedent about two years prior to her death, the contestant, Grace Ryder, was left the sum of five dollars. Bessie Hawley and her daughter, Marion Hawley Martin, were left all of the real property of deceased in Sania Clara County, in Capitola, Santa Cruz County, and in Monterey County. The residue of the property was left to the two younger daughters, Belle McKiernan and Georgie Dunn, in equal shares. The entire estate was valued at about $175,000. Due to the fact that after the making of the will and before her death the decedent had sold the most valuable portion of her estate in Santa Clara County and also the house and furniture at Carmel in the county of Monterey, the estate left to Bessie Hawley was materially diminished and as a consequence the two younger daughters take, by the terms of the will, the bulk of the estate. A part of the residue consisted of a *714 valuable orange grove near Exeter, Tulare County, California, valued at $90,000.

The testatrix had, at one time, lived with her first husband near San Jose. Her two older daughters, Bessie Hawley and Grace Ryder, both of whom had married, continued to reside in that part of the state. The mother subsequently moved to Fresno County, where the two younger daughters, Georgie Dunn and Belle MeKiernan, although married, lived much of the time with her. Her son Carl Newhall, to whom she had given a parcel of real estate in Santa Clara Valley, continued to live near contestant. There had always been more or less friction between the children of the two marriages, but prior to 1911 there are no indications that it influenced the mother. Many circumstances, including letters written to contestant and to Marion Hawley, daughter of Bessie Hawley, at that time show a friendly relation existing between the mother and her two older daughters.

In 1911 a proceeding was instituted by Bessie Hawley in the superior court of Fresno County for the appointment of a guardian for Mrs. Newhall upon the ground; as alleged in her petition, that Mrs. Newhall was incompetent to manage and take care of her property. This, of course, aroused the resentment of Mrs. Newhall toward Bessie Hawley. And in a will made in April of that year Mrs. Newhall left to Bessie Hawley only the house in Capitola. The testatrix at this time was, however, friendly with Mrs. Ryder and provided in the same will that all of the property with the exception of the house in Capitola should be divided equally among the remaining four children, Grace Ryder, Georgie Dunn, Belle MeKiernan, and Carl Newhall. In a letter written to Grace Ryder about the 1st of July, 1911, Mrs. New-hall said that she expected Mrs. Ryder to help her in the guardianship proceedings.

Mrs. Ryder came to Exeter in July to consult with her mother in regard to the guardianship matter, bringing her attorney with her. It was at this time that several of the statements claimed by contestant to be false and to have influenced the mother in the making of the will were made by her two half-sisters. One of the statements made by Mrs. MeKiernan was that Mrs. Ryder was the real instigator of the guardianship proceedings; that Mrs.

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Bluebook (online)
214 P. 231, 190 Cal. 709, 28 A.L.R. 778, 1923 Cal. LEXIS 599, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-newhall-cal-1923.