Isaac v. Halderman

107 N.W. 1016, 76 Neb. 823, 1906 Neb. LEXIS 343
CourtNebraska Supreme Court
DecidedJune 8, 1906
DocketNo. 14,365
StatusPublished
Cited by13 cases

This text of 107 N.W. 1016 (Isaac v. Halderman) 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
Isaac v. Halderman, 107 N.W. 1016, 76 Neb. 823, 1906 Neb. LEXIS 343 (Neb. 1906).

Opinion

Duffie, C.

In 1867 Neis Isaac and his two brothers came to Nebraska, and eac.i took up a homestead in Pawnee county in the same neighborhood. Neis Isaac and his brother Fred were bachelors. Some years later Fred Isaac died from injuries received in an accident, and Neis purchased from the administrator of his estate the 160 acres of land of which he died seized. Neis resided on his own homestead until a short time previous to his death, living alone and usually renting his two farms. About ten years previous to his death, which occurred August 9, 1902, Frederick Southard rented from him the place formerly belonging to his deceased brother, and continued as his renter up to the time of his death. The evidence is quite conclusive that Neis was a strong, hearty man up to a date not longer than one year previous to his decease; that something like two weeks previous to his death he left his own house and went to live with his renter, Frederick Southard, at whose place he died from inflammation of the bladder. On July 30, 1902, he executed his last will and testament, by the terms of which he devised to his renter, Frederick Southard, and Alvaretta Southard, his wife, the 160 acres of land upon which they were living as his tenants. To his brother, Swen A. Isaac, he bequeathed $10. The balance of his estate he bequeathed to his other brothers and sisters who were then living, and to the legal heirs of his brothers and sisters who were dead. He named W. J. Halderman as executor of this will. The will was admitted to probate, but before the estate was finally settled the contestants moved to have the probate thereof set aside, and to be allowed to offer objections, which was done. Upon a trial in the county court the will was again admitted to probate, and from this order of the county court an appeal was taken by the contestants to the district court.

The objections made to the probate of the will are (1) That the instrument is not executed as required by law; (2) that it is not properly attested; (3) that at the date [825]*825of its execution Neis Isaac was not possessed of sufficient mental capacity to mate a will; (4) that the will was executed in its present form by reason of the nndue influence exerted upon the testator by Frederick. and Alvaretta Southard., The jury returned a verdict finding that the testator was of sound mind and memory, and not under any restraint or undue influence when the same was executed. The following special interrogatories and answers were also returned by the jury: “(1) Was the instrument ‘Exhibit A’ signed by Neis Isaac, or was it signed by some other person in his presence and by his express direction? A. Yes. (2) At-the time of the alleged execution of ‘Exhibit A’ was Neis Isaac of sound mind and memory? A. Yes. (3) Was the execution of the instrument ‘Exhibit A’ obtained by the undue influence of Frederick and Alva-retta Southard? A. No.” From the order entered on this verdict admitting the will to probate, and directing a distribution of the estate in accordance with its terms, the contestants have appealed.

The evidence discloses that Neis Isaac, the testator, could hot read, und it is earnestly insisted that the evidence fails to show that his name was signed to the will by his express direction as required by our statute.- The testimony relating to the execution of the will may be briefly summarized as follows: On the day previous to the making of the will the decedent asked Dr. Plehn, who attended him in his last illness, to call on W. J1 Halderman, a banker of the town of Burchard, and with whom the decedent had transacted his banking business for many yéars, and request him to come to the house and write his will and to bring witnesses. On the next evening Mr. Halderman, together with his son, Fulton Hálderman and Dr. Plehn, drove out to the decedent’s farm occupied by Southard, and found the decedent sitting or lying in a hammock in the yard. The elder Halderman and decedént went into the house and into the room occupied by Isaac, where the will was written. Halderman testified thát Isaac would dictate to him a section of the will, which [826]*826would then be read over to him, after which another section of the will would be dictated, written and read to Isaac, and that after it was completed the whole instrument was read to Isaac who manifested his assent thereto. The decedent himself then opened the door into the kitchen where the doctor and young Halderman were sitting, and asked them to come in and witness his will.. The younger Halderman started to read the instrument, when his father said it was unnecessary as Mr. Isaac was fully acquainted with its provisions, and turned to Isaac and told him that it was ready for his signature. Isaac then said to him: “You know I cannot write. You will have to sign it for me,” and thereupon the elder Halderman signed Isaac’s name to the instrument and afterwards made his mark, Isaac placing his hand upon the top of the pen. Dr. Plehn and young Halderman then signed as witnesses. This is the testimony of the two Haldermans and Dr. Plehn, and is uncontradicted. In Murry v. Hennessey, 48 Neb. 608, it was held that, where a will was signed by a third party and no proof offered of any request so to do from the testatrix, valid execution of the will was not established. But in Elliott v. Elliott, 3 Neb. (Unof.) 832, the testator said to Mr. Peterson that the latter would have to write his name, and that he did so, and the testator after that touched the pen while his mark was made. This was held a sufficient request upon the part of the testator that his name be signed by Peterson. The case is a direct authority in support of the finding in this case that the will was properly executed..

We have read with care the voluminous record containing the evidence in this case, and can find no testimony which would go to support a verdict, if such had been returned, that the testator was of unsound mind or not perfectly capable of transacting business at the time the will was made. He had lived in Pawnee county since 1867. He had accumulated property estimated to be worth about $20,000 at the time of his death. His mental capacity and good business judgment had not been questioned up to [827]*827tie time this contest was filed. Tbe doctor who attended him in his last illness, and another physician called in for consultation a few days previous to his death, both affirm his mental capacity. The banker with whom he transacted his business for years had no doubt of his ability to thoroughly understand and appreciate what he was doing. Numerous neighbors and acquaintances with no interest in the case testified to his capacity. On the other hand two or three physicians having no personal acquaintance with him, and in answer to hypothetical questions based upon his mode of living, of a secret habit which he is said to have practiced, and the fact that he usually kept a supply of beer on hand and of which he drank about one bottle a day, gave their opinion that he was not of. sufficient mental capacity to make a will or to transact business. He never used intoxicants to excess. Being a bachelor, and living by himself, his house was not in the best of order nor tidily kept, and while some parties, apparently disinterested, testified to his want of mental capacity, the facts upon which they based their opinion are either not shown in the record or are clearly insufficient to sustain a finding of mental incapacity. We doubt whether we should pay any attention to the evidence of most of contestants’ witnesses.

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Cite This Page — Counsel Stack

Bluebook (online)
107 N.W. 1016, 76 Neb. 823, 1906 Neb. LEXIS 343, Counsel Stack Legal Research, https://law.counselstack.com/opinion/isaac-v-halderman-neb-1906.