In Re Zorn's Estate

99 N.W.2d 773, 169 Neb. 396, 1959 Neb. LEXIS 148
CourtNebraska Supreme Court
DecidedDecember 11, 1959
Docket34544
StatusPublished
Cited by4 cases

This text of 99 N.W.2d 773 (In Re Zorn's Estate) is published on Counsel Stack Legal Research, covering Nebraska 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 Zorn's Estate, 99 N.W.2d 773, 169 Neb. 396, 1959 Neb. LEXIS 148 (Neb. 1959).

Opinion

Yeager, J.

This action was originally instituted by petition of Roy O. Buchanan filed in the county court of Cheyenne County, Nebraska, for the probate of the last will and testament of Ruth B. Zorn, deceased. Objections to probate of the will were filed by Howard Zorn, also referred to in the pleadings as Howard B. Zorn, the only son and heir of the deceased. There were numerous objections but those requiring mention here are that the will was the result of undue influence exerted upon the mind of the testatrix and that it is not her will, and that the testatrix lacked testamentary capacity when she executed the instrument. There was an answer controverting the objections. A hearing was had in the county court after which the will was duly admitted to probate. From the adjudication admitting the will to probate the objector, Howard B. Zorn, appealed to the district court.

In the district court Roy O. Buchanan filed a petition for probate of the will of Ruth B. Zorn. By the *398 petition it was alleged that Ruth B. Zorn died on June 15, 1957, leaving a last will and testament. The will was not made a part of the petition in the district court but it was by reference made a part of the petition in the county court. There is however no controversy about its contents. The petition named Howard B. Zorn, a son, as the only heir at law. Roy O. Buchanan, a brother, Ray Buchanan, a brother, and Betty Buchanan Wholford, a niece, were named as other persons interested in the estate of Ruth B. Zorn.

The will is dated July 27, 1953. It was drafted by Paul Rhodes, an attorney of Bridgeport, Nebraska. It was witnessed by Clark Willhite and Margaret Skarboe. To the extent necessary to state here, by the terms of the will Howard B. Zorn was to receive $1. Nellie B. Cox, Roy O. Buchanan, and Ray Buchanan were each to receive one-third of the real estate provided that they were living at the time of the death of the testatrix. In case of the death of any of them before the testatrix, then the real estate should be divided equally between those remaining. Incidentally Nellie B. Cox did predecease the testatrix. The personal estate was to go to Betty Buchanan Wholford.

To the petition Howard B. Zorn filed an answer in which he objected to the probate of the will on the same grounds he asserted in the county court.

Thereafter Roy O. Buchanan and Ray Buchanan moved for summary judgment which if sustained would have required admission of the will to probate. In the light of the review of the entire record the conclusion reached is that neither this proceeding nor the determination made by the district court thereon requires any consideration by this court. At the time the motion for summary judgment was filed Ray Buchanan joined as a proponent in the proceedings.

The case was tried to a jury on the issues presented by the petition for probate filed by Roy O. Buchanan, proponent, and the objections thereto by Howard B. *399 Zorn, the contestant. The jury returned a verdict in favor of the contestant and against the proponents. An appropriate judgment was rendered on the verdict. A motion in substance for judgment notwithstanding the verdict or for new trial was made and in due course overruled. From the judgment and the order overruling the motion for judgment notwithstanding the verdict and the motion for new trial the proponents have appealed. They will be referred to as appellants. Howard B. Zorn, contestant, will be referred to as appellee.

At the conclusion of the evidence of the appellee a motion was made .in effect to remove from the consideration of the jury the question of the mental competency of the testatrix and to find in favor of the appellants in this respect. This motion was sustained. No appeal from this finding was taken by the appellee. That issue is not before this court for consideration.

At that time also the appellants in substance moved for an order removing from the consideration of the jury the question of undue influence and for a finding that the evidence was insufficient to sustain the charge that undue influence had been exercised on Ruth B. Zorn with reference to the making of the will. This motion was overruled. This motion was renewed after the evidence in the case on the issues was concluded. It was again overruled.

In the light of this state of the record it becomes clear that the only issue submitted and the only one on which the jury made a finding was that of whether or not the will of Ruth B. Zorn was the result of undue influence.

By assignment of error the appellants contend that the case should not have been submitted to the jury for the reason that the evidence adduced was insufficient upon which to submit the issue of undue influence.

A review of this question by this court must be made in the light of certain well-established principles con *400 cerning which there is no dispute. The statement of these principles appears with citations and quotations from other decisions of this court in Reynolds v. Knott, 164 Neb. 365, 82 N. W. 2d 568. In that case it is said:

“A testator may dispose of his property as he pleases. The law does not require that he recognize his relatives therein nor does it put any obstacle in the way of the aged or infirm in making disposition of their property by will; provided, only, that their mentality conforms to the accepted tests at the time of the execution of such testamentary instrument and same was not procured by undue influence.

“In a will contest upon the ground of undue influence the burden is upon contestants to prove by a preponderance of evidence, which as a whole is of such a substantial nature as to contain some competent and relevant proof of each and all of the following elements: (1) That testator was subject to undue influence; (2) that there was opportunity to exercise undue influence; (3) that there was a disposition to exercise undue influence for an improper purpose; and (4)' that the result was clearly the effect of such undue influence.

“Undue influence cannot be inferred from motive or opportunity alone. There must be competent evidence, direct or circumstantial, to show that undue influence not only existed but that it was exercised at the very time the will was executed. * * *

“In order to invalidate a will duly executed by a testator having testamentary capacity, undue influence must be of such character as to destroy the free agency of the testator and substitute another’s will for his own.

“In testing the sufficiency of evidence to support a verdict it must be considered in the light most favorable to the successful party, that is, every controverted fact must be resolved in his favor and he should have the benefit of every inference that can reasonably be deduced therefrom.

*401 “It is the duty of trial courts to determine the issues upon which there is competent evidence and submit them, and them only, to the jury. * *

The application of these principles must be made in the light of what developed on the trial as disclosed by the bill of exceptions. This bill of exceptions contains over 900 pages and in addition more than 100 exhibits.

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Related

Bourke v. Watts
391 N.W.2d 552 (Nebraska Supreme Court, 1986)
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388 N.W.2d 72 (Nebraska Supreme Court, 1986)
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195 N.W.2d 755 (Nebraska Supreme Court, 1972)

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Bluebook (online)
99 N.W.2d 773, 169 Neb. 396, 1959 Neb. LEXIS 148, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-zorns-estate-neb-1959.