Kurka v. First Nat'l Bank

232 N.W.2d 850, 89 S.D. 342, 1975 S.D. LEXIS 153
CourtSouth Dakota Supreme Court
DecidedSeptember 9, 1975
DocketFile No. 11503
StatusPublished
Cited by4 cases

This text of 232 N.W.2d 850 (Kurka v. First Nat'l Bank) is published on Counsel Stack Legal Research, covering South Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kurka v. First Nat'l Bank, 232 N.W.2d 850, 89 S.D. 342, 1975 S.D. LEXIS 153 (S.D. 1975).

Opinion

WINANS, Justice.

Helen A. Walsh, a spinster, died at Hot Springs, South Dakota, on March 13, 1974, at the age of 82, having lived a frugal, rugged and rather rustic life alone. She had done most of her own farming and cattle raising near Custer until a very; few years before her passing. She left no immediate family andi her closest relatives were nieces, nephews, grandnieces and grandnephews of the half-blood, none of them residents of this state. Previous to her death, upon the sale of her real estate by the appointed guardian, she had assets of roughly a quarter of a million dollars, at least this was her worth before the deduction of counsel fees in the amount of more than $48,000 for litigation to recover her lands and remove some liens. Her distant relatives now come before this court and ask us to reverse the decision of the lower court admitting to probate her last will and testament, dated May 20, 1969. They allege that she was not of sound and disposing mind at the time of the document’s execution and that she did not publish it as her last will and testament to the witnesses in a manner conforming to SDCL 29-2-6. On appeal they have also belatedly argued the presence of undue influence. For the reasons which we here set forth we affirm the decision of the lower court.

Decedent Walsh was already advanced in years when she began an action to recover her real property and to cancel liens against her from transactions she had entered into in the early part of 1969, the year she also executed the document here challenged. That action ultimately reached this court where we [344]*344determined that she had been the victim of fraud and undue influence. Walsh v. Shoulders, 1973, 87 87 S.D. 270, 206 N.W.2d 60. At the time of that decision ample evidence had been introduced at trial that during the months in question (essentially December 1968 through mid-March of 1969) Helen Walsh was physically debilitated from a severe attack of the flu and had been several times confined by this illness to hospitals and a nursing home. There was also evidence that she was suffering from the apparently early stages of arteriosclerosis or chronic brain syndrome. There is no question that during that period she was weak and confused. This Court observed that many months later the record of her testimony at trial in the Shoulders case showed that this confusion or mental impairment existed to some degree .^We also note, however, that Miss Walsh was able even after that trial to return to her home, continue her business affairs and feed and raise her cattle. It was not until March of 1972 that a legal guardian was appointed for her estate and April of 1972 that a legal guardian was appointed for her person. Appellants, contestants of the will, ask us to conclude that because of her condition in early 1969 and at a later period Helen Walsh was obviously incompetent to execute a will during an intervening period.

A hearing on the petition for probate was held at Custer, South Dakota, on April 29, 1974. Five people testified for the Proponents including Miss Walsh’s attorney, his secretary, the two witnesses to the will and the assistant cashier of a Custer bank with which’ Miss Walsh had done business. Two individuals' testified for the Contestants, one a physician who did not have Decedent as a patient until 1971 and the other a friend who had no contact with her at all during the month of May, 1969. Among evidence introduced by Contestants was the transcript of the Shoulders trial held at Rapid City on December 9, 1970. There her medical doctor testified relative to her condition in part as follows:

CROSS EXAMINATION BY MR. BOTTUM OF DR. CHARLES ROPER:
“Q So that on the 21st you felt that the condition for which she had been hospitalized, she had recovered [345]*345sufficiently from that so that you were justified in permitting her to leave the hospital?
A Right.
Q And that’s the only thing for which you were treating her, is that not correct, Doctor?
A Yes’.
Q And she got well?
A She got well enough to leave the hospital, yes.
Q That is, she had the flu?
A Right.
Q And when she left on the 21st of January [1969], I take it that that condition had — she had gotten well so that she po longer had the flu?
A This is correct.
Q And you haven’t seen her since, that is, for the purpose of medical examination or treatment or anything else?
A No.
Q So if I were to ask you what her condition was in March of 1969, you wouldn’t be able to tell us from what you observed?
A I couldn’t tell you.
* * * * * *
Q I’m talking about sometime in March of ’69 now, you wouldn’t know from your observation of her whether she was capable of carrying on business transactions or not, isn’t that about right?
A That’s right.”

[346]*346In other words, though Dr. Roper had previously diagnosed chronic brain syndrome and the flu, he could not say with any certainty that she was* incapable of transacting business in March of 1969, two months or so after the diagnosis and two months before the will was executed. Concerning her condition in January of that year Dr. Roper had testified: “I don’t think the woman was truly demented, but * * she had been ill for roughly three weeks, * * * she had not been eating * * * she was so weakened that * * * she was even unable to get out of bed * It should be noted here that it was never the decision of this Court that Helen Walsh at the time of the Shoulders transactions was non compos mentis, but only that her condition was of such a nature during the first quarter of 1969 as to make her a fit subject for fraud and undue influence. If mere confusion were tantamount to insanity few would be fit to execute any legal documents.

The court below was confronted with the task of determining whether or not Proponents of the will of Helen Js.. Walsh had demonstrated that she had requisite testamentary capacity on May 20, 1969. It had the benefit of five witnesses, four of whom dealt with her on that day, supporting the Proponents’ case. On the other side it had the testimony of two persons who had no dealings with her at all during the month of May. It also had the record from the Shoulders trial and appeal which did not deal with Decedent’s conduct or condition during the month of May and the record of guardianship proceedings some three years subsequent. In the case of In Re Estate of Hobelsberger, 1970, 85 S.D. 282, 181 N.W.2d 455, this Court held that the finding of the trial court that an 80-year-old testator suffering from intermittent cerebral insufficiency was of sound and disposing mind and memory, competent and had testamentary capacity was not clearly erroneous. We have long held that.

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Related

Matter of Estate of Burk
468 N.W.2d 407 (South Dakota Supreme Court, 1991)
Lenius v. Bradner
347 N.W.2d 347 (South Dakota Supreme Court, 1984)
Matter of Estate of Hastings
347 N.W.2d 347 (South Dakota Supreme Court, 1984)
In Re Estate of Walsh
232 N.W.2d 850 (South Dakota Supreme Court, 1975)

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Bluebook (online)
232 N.W.2d 850, 89 S.D. 342, 1975 S.D. LEXIS 153, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kurka-v-first-natl-bank-sd-1975.