Luper v. Werts

23 P. 850, 19 Or. 122, 1890 Ore. LEXIS 22
CourtOregon Supreme Court
DecidedApril 14, 1890
StatusPublished
Cited by34 cases

This text of 23 P. 850 (Luper v. Werts) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Luper v. Werts, 23 P. 850, 19 Or. 122, 1890 Ore. LEXIS 22 (Or. 1890).

Opinions

Thayer, C. J.,

delivered the opinion of the court.

It appears from the allegations and proofs herein that one Martin Werts and Mary Werts were husband and wife; that at the time of their marriage said Martin was a bachelor, and said Mary, a widow, had been the wife of one Smith, by whom she had several children then living; that after the marriage, said Martin became the head of the family, and nurtured and supported the said children during their minority; that he and the said Mary had, as the fruit of their marriage, a daughter, the said Sarah L. Luper, appellant herein; that after the said Martin Werts ' arrived at the age of about 70 years and became enfeebled [124]*124in health, he conceived the idea oí making a will disposing of his property, which consisted mainly of a tract of land in the town of Tangent, Linn county, and employed one J. J. Beard, a resident of said place, who was supposed to have some skill as a scrivener, to prepare it for him; that the said Beard subsequently prepared a writing, to which the said Martin Werts, on the seventeenth day of July, 1888, subscribed his mark, and which was also subscribed by M. Peyser and said Beard as witnesses. The said instrument is as follows:

“This is my last will and testament: I give to my wife all of my farm and appurtenances, also my houses and lots in Tangent, during her natural life; also all the personal property she can dispose of at her will; and at her death the farm shall be divided as follows: That part of my farm lying north of the county road running through my farm shall be divided equally north and south. I give to Sarah Luper, my daughter, the east half of said land, containing (82) eighty-two acres, more or less; and the west half I give to Mary E. Simpson, the wife of 'J. H. Simpson, and all of the farm lying south of said county road I give to my granddaughter Mary Smith ; also give my organ to Mary Smith; I also give my house and lots in Tangent (at the death of my wife Mary Werts) to Lucinda Smith, the wife of L. F. Smith. I name and, request E. L. Bryan to be the executor of this will.
“His
“Witness: “Martin x Werts.
“mark.
“M. Peyser.
“J. J. Beard.
“Bated this 17th day of July, 1888.”

The said Sarah L. Luper, mentioned in said writing, was the daughter of the said Martin Werts; the said Mary E. Simpson, a daughter of his wife by the former marriage; the said Mary Smith, a granddaughter of his wife, a daughter of her son, by the former marriage, and the said L. P. Smith, husband of the said Lucinda Smith, was a son of the wife by her former marriage. Mary Smith, the [125]*125granddaughter, had resided with Martin Werts from the time she was six months old and been reared by him and his wife as their child.

That the said Martin Werts, at the time he executed the said writing, was competent to make a will, I think was established by the evidence beyond a question. He was able to comprehend the condition of his property, his relations to the persons who were, should or might have been the objects of his Bounty, and the scope and bearings of the provisions of the writing he intended as his will; which was held by this court in Ghrisman v. Ghrisman, 16 Or. 127, to be sufficient evidence of testamentary capacity. Nor do I think that the evidence in the case was sufficient to warrant the presumption that undue influence was exercised over the said Werts in regal’d to the disposition which he should make of his property in view of deahx, or which induced him to execute the said writing he intended as his will. Nor do I discover from the provisions of the writing any evidences that the signer of it was actuated by a spirit of bias or prejudice against any one who might be expected to be the recipient of his bounty, or in favor of any one upon whom he sought to bestow it. His bequest to his wife, of his real property during her natural life, and all the personal property, absolutely was, under the circumstances, a just and wholesome provision, and displayed wisdom and forethought. She was an old lady and was entitled to security against want and dependence and to that attention which the possession of property commands. Why he attempted to bequeath to Mary E. Simpson a part of his farm or to Lucinda Smith the house and lots in Tangent, does not appear; but it certainly was not strange or anomalous under the circumstances of their relations. And the bequest to Mary Smith, a child he had raised from an infant, and who was still of a tender age requiring provisions for her support and maintenance, was very natural and proper. The appellant, it is true, was his own child, and it would ordinarily be expected that be would bestow the main part of his property upon her; but he was under [126]*126no legal or moral obligation to do so. She bad a husband, and her father may have considered that her pecuniary circumstances were already adequate to her condition in life. Children have no vested rights in the property of their father while he is living, or any interest in it beyond a bare expectancy, the realization of which depends entirely upon his will; and if he were to disinherit them it would not affect the validity of his will, except as it evinced an unnatural feeling which, if proved to have been engendered by some designing party, might be evidence of undue influence. The more serious question in the case is, whether the said writing was executed with the formality which the law requires in the execution of wills. The statute of this State, § 3069, Ann. Laws, provides: “Every will shall be in writing, signed by the testator, or by some other person under his direction, in his presence, and shall be attested by two or more competent witnesses, subscribing their names to the will, in the presence of the testator.” And it was held by this court in Hubbard v. Hubbard, 7 Or. 42, that ‘ ‘where a will has been probated in common form, and the validity of the will is attacked by direct proceedings, it lies upon the person seeking to maintain the validity of the will to re-probate the same by original proof in the same manner as if no probate thereof had been had, except as to such matters as are admitted by the pleadings. In every such proceeding the onus 'probandi is upon the party propounding the will. ” This seems to be regarded as the proper rule upon the subject, and I believe it to be correct in principle. The formal probate having been made ex parte, is not considered of any importance when the validity of the will is attacked by a direct proceeding. The practice, however, in such cases would be very much simplified if the legislature - were to require the probate court, when a petition for the probate of a will was filed, to issue a citation to be served upon the parties interested in the estate, to show cause why the will should not be admitted to probate, and have any contest which might be made against it determined upon the [127]*127return of the citation. In the latter case the burden of proof, to show that the will offered for probate was executed according to law, would be upon the proponent; and the court, in Hubbard v. Hubbard, supra, seems to have concluded that the same rule would obtain upon a direct attack of the validity of the will after a formal probate thereof had been had, which seems to me to have been a reasonable conclusion.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Kirkeby v. Covenant House
970 P.2d 241 (Court of Appeals of Oregon, 1998)
In re the Estate of Poiali'i
15 Am. Samoa 2d 111 (High Court of American Samoa, 1990)
Wishard v. Turner
478 P.2d 438 (Court of Appeals of Oregon, 1970)
Dodge v. Smith
413 P.2d 431 (Oregon Supreme Court, 1966)
Twin Falls Bank & Trust Co. v. City Electric Co.
346 P.2d 84 (Oregon Supreme Court, 1959)
In Re Estate of Meier
224 P.2d 572 (Oregon Supreme Court, 1950)
In Re Davis' Will
142 P.2d 143 (Oregon Supreme Court, 1943)
Scott v. Imel
266 N.W. 611 (Nebraska Supreme Court, 1936)
In Re Estate of Shaff
266 P. 630 (Oregon Supreme Court, 1928)
In re Person's Will
7 Alaska 466 (D. Alaska, 1926)
Kinsman National Bank v. Jerko
25 Ohio N.P. (n.s.) 445 (Trumbull County Court of Common Pleas, 1925)
Turney v. Stone
213 P. 627 (Oregon Supreme Court, 1923)
Maxwell v. Lake
88 So. 326 (Mississippi Supreme Court, 1921)
Darby v. Hindman
153 P. 56 (Oregon Supreme Court, 1915)
Wendl v. Fuerst
136 P. 1 (Oregon Supreme Court, 1913)
Meldrum v. Campbell
121 P. 26 (Wyoming Supreme Court, 1912)
In re Dougherty's Estate
134 N.W. 24 (Michigan Supreme Court, 1912)
Noyes v. Gerard
105 P. 1013 (Montana Supreme Court, 1910)
Mendenhall's Will
72 P. 318 (Oregon Supreme Court, 1903)

Cite This Page — Counsel Stack

Bluebook (online)
23 P. 850, 19 Or. 122, 1890 Ore. LEXIS 22, Counsel Stack Legal Research, https://law.counselstack.com/opinion/luper-v-werts-or-1890.