Ismert-Hincke Milling Co. v. Estate of Ismert

16 P.2d 521, 136 Kan. 617, 1932 Kan. LEXIS 139
Supreme Court of Kansas·Decided December 10, 1932·No. No. 30,406·Published·Cited by 5 cases

Opinions

The opinion of the court was delivered by

Btjkch, J.:

A petition for rehearing challenges the court’s decision that if when Theodore Ismert signed the note in controversy he understood that execution related to a subject then brought to his comprehension, the gravity of which he had considered and concerning which he had formed his will, the legal standard of competency-capacity to understand the nature of the act and grasp its purport and significance — was satisfied. It is asserted the decision is contrary to the statute of this state relating to execution of wills and contrary to the American rule on the subject.

This is not a will case; but because the set of facts held to be sufficient to satisfy the standard of competency to execute a promissory note would satisfy the standard of competency to execute a will, the assertions of the petition for rehearing may be considered.

■ The petition for rehearing quotes from the opinion in the case of Wisner v. Chandler, 95 Kan. 36, 147 Pac. 949, in which the court said the time when a contested will was made is the time of primary • importance to be considered in estimating testamentary capacity. The case of Barnhill v. Miller, 114 Kan. 73, 217 Pac. 274, is cited as approving the Wisner case. These are the only Kansas cases referred to.

The court is pleased to find that counsel for the Ismert Estate now recognize the doctrine of Wisner v. Chandler. The court was obliged to extend the original opinion considerably in order to furnish a basis for the following conclusion stated in the original opinion:

[619] “The foregoing demonstrates that competency of Theodore Ismert to execute the note sued on must be determined by the facts as they existed at the time the questioned act was performed.” (Ismert-Hincke Milling Co. v. Ismert Estate, 135 Kan. 745, 766, 13 P. 2d 279.)

The statute of wills provides that a person “of sound mind and memory” may make a will (R. S. 22-201), and if it shall appear that the testator “at the time of executing” his will was of sound mind and memory the will shall be admitted to probate (R. S. 22-218). As indicated, the court fixed precisely the same time when sound mind and memory must exist as that prescribed by the statute of wills. What is sound mind and memory?

The statute does not answer the question just propounded, and the courts have been obliged to formulate standards. “Sound mind and memory” is an abstraction, and “a will” is an abstraction. The question in every case is, Did the particular testator have capacity under the particular circumstances to make the particular will? In trying to formulate standards the courts have dealt with the abstractions and have tried to make generalizations to fit all cases. The result has been conflict of authority and lack of harmony in the decisions of the same state.

In the case of Delaney v. City of Salina, 34 Kan. 532, 9 Pac. 271, the syllabus reads:

“The law does not require that a testator shall have absolute soundness of mind in all particulars, but only soundness of mind with regard to the particular matters under consideration; nor does the law require that he shall have the greatest or most perfect capacity of mind, but only such an amount and kind of capacity as will enable him to know what he is doing, the ties of relationship, his obligations to kindred and friends, and to whom he is giving his property.” (f 3.)

Categories of characteristics of sound mind usually include ability of the testator to know the nature and extent of his property.

Redfield stated the general standard of competency to make a will as follows:

“The result of the best considered cases upon the subject seems to put the quantum of understanding requisite to the valid execution of a will upon the basis of knowing and comprehending the transaction, or, in popular phrase, that the testator should, at the time of executing the will, know and understand what he was about.” (1 Redfield on Wills, 3d ed., p. 124; 2d ed., p. 113.)

In the court’s opinion there is no better method of formulating ultimate standard of capacity to make a will. Of course, presence or absence of what, under the particular circumstances of a particu[620] lar case, may properly be regarded as indicia of competency or incompetency will always be the basis of inference of soundness or unsoundness of mind; but in final analysis the essence of sound mind and memory, within the meaning of the statute of wills, is capacity of the testator to know and comprehend the transaction; and the whole subject would have been covered if the statement of standard of capacity made in the Delaney case had stopped with the words, “such an amount and kind of capacity as will enable him to know what he is doing.”

In this instance it was sufficient that, when Theodore Ismert called for the pen and proceeded to execute the note, he knew and understood the business he was engaged in. He had sufficient knowledge and understanding of the business he was engaged in, if he comprehended that the note was the note the giving of which had been under recent discussion between him and others concerned, as a means of dealing with a pending business problem; that the consequences had been considered; that a conclusion had been reached; and that he had agreed to give the note. Having that comprehension he had mental capacity to execute the note.

The result of the foregoing is, the original opinion did not expressly or by implication abate a particle from the mental capacity required by the statute of wills, or from the mental capacity required by law to execute the note in controversy.

The petition for rehearing asserts the decision is contrary to the American rule relating to competency to execute a will, cites some authorities as stating the law on the subject,' and says this court should follow the American rule. Page on Wills is quoted as follows:

“If testator lack capacity when he executes the will, the fact that he had capacity formerly does not make the will valid. A will which was prepared when a testator was sane, but which was not executed until after testator had become insane, is invalid. . . . Where testator gave instruction for drawing his will, but before it was completed he became unconscious, the draft thus made was not his will.”

These quotations do state the American rule, and this court approves them; but it is obvious the quotations have no bearing whatever on the question involved in the present case.

The same lack of discrimination appears in the citation of decided cases. Thus the following quotation from James White Memorial Home v. Haeg, 204 Ill. 422, appears in the petition for rehearing:

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Ismert-Hincke Milling Co. v. Estate of Ismert, 16 P.2d 521, 136 Kan. 617, 1932 Kan. LEXIS 139 (kan 1932).

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