In re the Will of Kalua

23 Haw. 149, 1916 Haw. LEXIS 36
CourtHawaii Supreme Court
DecidedFebruary 19, 1916
DocketNo. 887
StatusPublished
Cited by1 cases

This text of 23 Haw. 149 (In re the Will of Kalua) 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 Will of Kalua, 23 Haw. 149, 1916 Haw. LEXIS 36 (haw 1916).

Opinion

OPINION OF THE COURT BY

WATSON, J.

The defendant in error, Hawaiian Trust Company, Limited, named as executor and trustee in the will of Polly Kalua, deceased, made application to a judge of the second circuit court for the probate of said will. This petition was resisted by the widower and heir at law of the deceased (plaintiff in error here) on the grounds, as stated in his written “protest against the admission to probate,” “That said instrument is not, and never was, in fact, or in law, the last will and testament of said Polly Kalua, and that the same does not, and never did, represent the true wishes and desires of said Polly Kalua in the premises; and. that the same, if in fact signed or executed, published or declared by said Polly Kalua as and for her last will and testament (which this protestant hereby denies) then said instrument was so signed, executed, published and declared by her in ignoránce of the contents and effect thereof; and that the signature to the execution, publication and declaration of said instrument as and for her last will and testament, if in fact made by said Polly Kalua (which such protestant hereby denies), was and were done and made as the result of improper and undue influence brought to bear upon her before and at the time of the execution, signature, publication or declaration thereof.” After a hearing the circuit judge granted the prayer of the petition and the will was [151]*151admitted to probate. An appeal was taken to the circuit court and a jury trial was demanded and allowed. At the close of the contestant’s case the proponent moved the court to direct a verdict in its favor. This motion was granted and a verdict was rendered as directed.

The main question now raised by contestant’s assignments of error is whether there was sufficient evidence to go to the jury. Assuming in the contestant’s favor that the somewhat vague protest filed by him properly raised the issues of execution, testamentary capacity, and undue influence, and that these issues were involved in the trial of the case in the circuit court, a careful reading of the evidence satisfies us that there is no testimony upon which by the utmost stretch of the imagination an argument can be based to sustain the charge that the instrument was not duly executed, or that the testatrix was not in the full possession of her mental faculties. Those features of the case are therefore eliminated.

Turning now to the testimony relied on by plaintiff in error to show undue influence, it comes from one witness, Mr. D. H. Case, the attorney who drew the will and who was one of the subscribing witnesses thereto. The will in controversy was executed on May 2, 1912, and is as follows:

“I, Polly Kalua, of Wailuku, County of Maui, Territory of Hawaii, wife of J. W. Kalua, declare this to be my last will and testament, and hereby expressly revoke all other wills by me heretofore made.
“I designate and appoint the Hawaiian Trust Company, Limited, a domestic corporation, with its principal office in the City and County of Honolulu, executor and trustee of this my will; said executor and trustee to give such bond, file such inventory or inventories, and render such accounts, as may from time to time be required by the court having-jurisdiction of my estate and the trust created hereby.
“I give and bequeath all of my property of whatsoever nature and wheresoever situate, and of which I may die seized and possessed, either in my own name or in the name [152]*152of another in trust for me, unto my husband, J. W. Kalua, for and during his natural life only; he, my husband, during such period of time, to have the sole use and benefit of all rents, issues and profits, from time to time, during his life, accruing and growing out of said properties, first deducting therefrom all expenses having to do with the upkeep of said properties, the payment of taxes, water rates, interest on incumbrances existing and outstanding at the time of my death, as well as commissions that may from time to time become payable to the executor and trustee.
“After my husband’s death my property shall descend as follows:
“One Thousand Dollars ($1,000.00) to the Hawaiian Trust Company, Limited, the domestic .corporation herein-above named as trustee. The interest derived from this One Thousand Dollars so held in trust, over and above such commissions as may by law be allowed the trustee, shall be expended by said trustee in caring for and keeping in good order that plot of ground in the Wailuku cemetery in the town of Wailuku, County of Maui, Territory of Hawaii, commonly known as the Kalua family burial ground, this being the same ground wherein our daughter Agnes is laid to rest.
“All of the balance of my property, after the death of my husband, over and above said one thousand dollars here-inabove placed in trust, shall descend to and be inherited absolutely by—
“(1) The Kaahumanu Church of Wailuku (native), a domestic corporation; and
“(2) The Wailuku Union Church (foreign), also a domestic corporation; said corporations to take said property share and share alike.
“In Witness Whereof I have hereunto set my hand this 2nd day of May, 1912.
“Polly Kalua.
“Signed by Polly Kalua, and declared by her to be her last will and testament, in the presence of us, who, at her request, and in her presence, and in the presence of each other, have hereto subscribed our names as witnesses this second day of May, 1912.
“Enos Vincent.
“Marie G. Vincent.
“Daniel H. Case.”

[153]*153Mr. Case, who is a member of the bar of this court, when called as.a witness for the proponent, testified in substance as follows: That he had known the deceased for many years; that he was generally familiar with her property, having acted as agent for Mr. W. R. Castle, who held a mortgage on testatrix’ property, in the matter of collecting rents, etc.; that he was not Mrs. Kalua’s confidential adviser and had never acted as her attorney in any matter in court; that Mrs. Kalua came to his office two or three days, possibly longer, before the execution of the will, and said she wished to make her will; that he (the witness) took a pencil and piece of paper and put down her name and the data which she then gave him; that he said to her, “To whom do you wish to leave your property?”; that testatrix said, “I want to give it to my husband for life;” that after his death she wished it to go to the two churches, naming them and further identifying them by reference to the pastors and the locations of such churches respectively. Witness then called the attention of the testatrix to the fact that she should make some provision for an executor, whereupon testatrix requested the witness to act in that capacity. This the witness declined to do, telling her that if she did not name any one the court would do so after her death when the matter of her will came up, at the same time calling to her attention the fact that it was quite common to have trust companies serve as executors and administrators. Witness testified that he then spoke of the Hawaiian Trust Company and was not sure whether he spoke of any other companies or not.

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Bluebook (online)
23 Haw. 149, 1916 Haw. LEXIS 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-will-of-kalua-haw-1916.