Johnson v. Otley

36 N.W.2d 625, 151 Neb. 142, 1949 Neb. LEXIS 68
CourtNebraska Supreme Court
DecidedApril 7, 1949
DocketNo. 32543
StatusPublished
Cited by41 cases

This text of 36 N.W.2d 625 (Johnson v. Otley) 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
Johnson v. Otley, 36 N.W.2d 625, 151 Neb. 142, 1949 Neb. LEXIS 68 (Neb. 1949).

Opinions

Boslaugh, J.

This is an appeal from the judgment of the district court of Lancaster County, Nebraska, admitting to pro[144]*144bate as the will of William E. Bainbridge, deceased, an instrument dated June 11, 1945.

William E. Bainbridge was a resident of that county and died on the 25th day' of November, 1945. He left an instrument purporting to be his will, and proceedings had in the county court resulted in its probate. Contestants Rhoda Otley, Lurena Derieg, and George Derieg, appellants, appealed. The proponents, Richard O. Johnson, named in the will as executor, Guy Stickney, and Helen Seng, named in the will as beneficiaries, are the appellees. The grounds of the contest were that the deceased at the time of the execution of the document in question did not have testamentary capacity and that it was obtained through undue influence exerted -upon the deceased by Guy Stickney. The court found and instructed the jury that there was no evidence from which it could find or determine that the purported will was in any manner the result of undue influence exercised upon the deceased, and the question for its determination was whether or not the deceased had testámentary capacity at the time he executed the alleged will. The'trial resulted in a judgment sustaining the instrument as the will of the deceased. The motion of contestants for a new trial was denied.

An important inquiry, as this case is presented, is whether or not the trial court was justified in withdrawing from the jury the right to consider and determine the issue of undue influence. The answer to this is decisive of this case. It depends on whether or not the evidence of the appellants standing alone and accepted as true has probative force sufficient to make a prima facie case for them. The right to have the issue of improper influence resolved by a jury depends on the evidence submitted by appellants, and since a verdict was directed against them, they are entitled to have their evidence and all inferences fairly deducible therefrom viewed in the most favorable light.. It is not permissible for this court to determine that undue influence [145]*145did or did not exist, but it may only decide whether or not sufficient evidence was produced to compel the submission of that issue to the jury and to sustain a finding that the will was the product of undue influence to which the testator was subjected. The court is therefore not concerned with the nature or the extent of the evidence of the appellees presented in opposition to or contradiction 'or explanation of the testimony of appellants. Any evidence in conflict with the testimony favorable to the appellants must be totally disregarded. Guyette v. Schmer, 150 Neb. 659, 35 N. W. 2d 689; In re Estate of Farr, 150 Neb. 615, 35 N. W. 2d 489; In re Estate of Noren, 119 Neb. 653, 230 N. W. 495; In re Estate of Bowman, 143 Neb. 440, 9 N. W. 2d 801; Phelps v. Metropolitan Utilities District, 120 Neb. 337, 232 N. W. 785.

Appellees concede this as the rule of law in this respect, but they claim that the assignments of error relate in part to instructions of the trial court on the' issue of testamentary capacity as well as undue influence, and because thereof, the testimony of the witnesses of the appellees must be considered. The insufficiency of this contention is that appellants do not argue any assignment of error made by them except as it pertains to the error of the trial court in failing to submit the issue of undue influence to the jury;- neither do they attempt to use any of the evidence offered by the appellees except as it bears upon the issue of undue influence. A determination that the trial court was correct in deciding the issue of undue influence as a matter of law would compel an affirmance, and a conclusion that the trial .court was not justified in that regard would require a reversal.

The evidence proper now to, be considered tends to establish that:

George and Mary Bainbridge, the parents, and Elizabeth, their oldest child and a sister of the testator William E. Bainbridge, were natives of England, migrated to [146]*146the United States and settled about four miles northwest of Waverly, Nebraska, about the year 1871. The parents had eight children, four of whom died during childhood, and the four who survived until the death of the testator were: Elizabeth, also referred to as Lizzie; Rhoda, also referred to as Rhodie; Lurena; and Ed, referred to as William E. The testator and his sisters lived in the family home and attended the same school.

Elizabeth helped with the work on the farm and did sewing for other persons. She married, became Mrs. Gillham, and moved to a farm west of Waverly. Later she and her husband separated. They had no children. She worked as a seamstress, and solicited and made sales of Avon Cosmetics. Her father gave her 160 acres of unimproved land near Waverly. She owned a residence where she made her home and a “town house” in Lincoln. She continued after the separation from her husband to sell cosmetics and work as a seamstress. She and her brother, the testator, had no quarrels or disagreements and at all times sustained friendly relations. No reason was known why he had any animosity towards her. On occasions Anna, the wife of the testator, called Elizabeth in Lincoln and she procured and took groceries from Lincoln to the home of her brother. She was a frequent visitor of her brother. Her father, George Bainbridge, died in 1930. His will was contested. She, her brother, and sister Lurena were the contestants. Her sister Rhoda was the proponent. There was in excess of $40,000 worth of property given to Rhoda by the will of her father. This angered the contestants and they tried to get a part of it. The contest resulted in prolonged litigation and was terminated in the Supreme Court. Elizabeth died in 1947, after the death of the testator.

Rhoda married Arthur Otley and they lived on a farm adjoining the farm of her father. Testator was not friendly with his sister Rhoda and entirely ignored her from the time of the contest over the will of their [147]*147father. “She has * * * lots of land” — 300 acres north of Waverly, the land her father gave her, and she and her husband acquired more land.

Lurena married and became Mrs. Derieg about 1900, moved to a farm about four miles north of Waverly, and went to Oklahoma in 1906. She had seven children, all very young at the time of the death of their father in 1910. He homesteaded 160 acres of land near Carnegie, Oklahoma, about 75 miles west of Oklahoma City. The father of Mrs. Derieg a considerable time afterwards gave her 160 acres of land adjoining the land of her husband; $500 in cash, and after her husband’s death paid a $1,400 mortgage on the Oklahoma property. The income from the land was not sufficient to meet the' requirements of the family and it was very difficult for her to support and care for herself and her children. Her health failed and it was necessary to sell 80 acres of the land given to her by her father to meet “health expenses and bills.” The testator knew of her burdens and difficulties. She was a frequent visitor at the home of her brother. She was in Lincoln, Nebraska, at the home of her son George several months each year for five years, from about 1941 until the death of the testator. During these years she, her son George, his wife and his children, were at the home of the testator almost every Saturday. • There was a “natural feeling of brotherly love” existing between her and her brother and she was friendly with her sisters. When she was at the home of her brother, commencing in 1941 and .

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Cite This Page — Counsel Stack

Bluebook (online)
36 N.W.2d 625, 151 Neb. 142, 1949 Neb. LEXIS 68, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-otley-neb-1949.