Mason v. Mohs

1955 OK 174, 285 P.2d 219, 1955 Okla. LEXIS 702
CourtSupreme Court of Oklahoma
DecidedJune 7, 1955
DocketNo. 36113
StatusPublished
Cited by3 cases

This text of 1955 OK 174 (Mason v. Mohs) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mason v. Mohs, 1955 OK 174, 285 P.2d 219, 1955 Okla. LEXIS 702 (Okla. 1955).

Opinion

WELCH, Justice.

After order of County Court admitting the will of Theodore Wagner tó probate, a [220]*220contest was filed by George Mohs, guardian of Caroline Schroeder, an incompetent (a sister of Theodore Wagner, deceased), and W; W. Wagner, a nephew of Theodore Wagner.. Contestants alleged that Theodore Wagner, was incompetent to make a will, and- that the purported will was void for lack of proper execution, and that the material facts as set fbrth in their pleading were discovered after admission of the will to probate.

Decision of the county court was adverse to the contestants/and the contestants-perfected an appeal to the district court. Upon trial de novo in the district court, judgment was entered for the contestants, that the will in controversy be denied probate. The trial court made and entered findings of fact and conclusions of law to the effect that there was a lack of testamentary capacity on the part of Theodore Wagner ■at the time of execution of the will in controversy, and that there was a lack of due execution, publication and attestation of such purported will. '

The proponents of the will,’ Merritt C. Mason, as' executor and Hannah Winters and others as beneficiaries, under the will, bring this appeal.

Proponents contend the trial court’s findings of fact and conclusions of law, as to the incompetency of Theodore Wagner to make and execute the will, and as to-the will not being properly executed, are contrary to the clear weight of the evidence.

The instrument, in controversy was signed May 5, 1951, and Theodore Wagner died July 19, 1951. He was then past 80 years of age. In 1948 he suffered a cerebral hemorrhage and became partially paralyzed. He later improved, but from the fall of 1950 until his demise his condition had grown such that he was generally confined to his home and bed, and for several months prior to May 5, 1951, he was never dressed in street clothes, but was always clad in bed-clothes.

Mrs. Delza Roots was employed as a practical nurse in the home of Theodore Wagner in 1948, and remained in that capacity in attendance as day duty nurse for Theodore Wagner until his death in July, 1951. '

According to the testimony of Mrs. Delza Roots, on the morning of May 5, 1951, C. H. Mauntel, a lawyer, by telephone made request to see Theodore Wagner. About 1:30 p. m. Mr. Mauntel came to the Wagner home where Mr. Wagner was in bed. Mauntel visited Wagner in the bedroom about twenty minutes, and' then left the Wagner home. On the same day about 4 p. m. Mauntel, by telephone, asked Mrs. Roots to stay at the home until 6 p. m. About 5:45 p. m. Mrs. Laura Mae Holtom, then Laura Mae Kassick, the night nurse, arrived at the Wagner home. About 6 p. m. C. H. Mauntel and Dr. D. B. Ensor came into .the kitchen in the Wagner home. Mr. Mauntel requested that Mr. Wagner be brought into the kitchen. Mr. Wagner was too weak to walk; too weak to get out of bed alone, and the witness and Mrs. Hol-tom, one each side of him, helped him out to the kitchen, and put him in a chair. Mr. Mauntel took some papers out of his pocket, (the instrument here involved), Mr. Maun-tel laid these papers down on a table in front of. Mr. Wagner. Mr. Wagner just sat there and stared off into space a few minutes. Mr. Mauntel gave him a pen and he sat there and looked at the paper quite a while and finally he signed his name. Doctor Ensor then signed and Mrs. Holtom, who was then Mrs. Kassick, signed it, and the witness signed it. No words were spoken by Mr. Mauntel or Mr. Wagner in the kitchen until after the signatures were placed on the instrument, and then only in the German language which the witness did not understand. After the signing Mr. Mauntel put the paper in his pocket and he and Dr. Ensor left the Wagner home. Mr. Wagner did not have on his glasses on the occasion in the kitchen, and could not read without his glasses. The witness and Mrs. Holtom and Dr. Ensor did not read any part of the document they signed, nor was any part thereof read aloud in their presence.

Mrs. Holtom and Dr. Ensor each gave testimony in accord with the above testi[221]*221mony concerning the events that occurred in the Wagner kitchen on May 5, 1951.

Dr. Ensor, who had served as .Mr.' Wagner’s family doctor for fifteen years, testified that he had observed and noted an increasing senility of Mr. Wagner during the last six months of his life and, a progressive, very progressive degeneration affecting his physical and mental capacity in that period. Based on his said observations of Theodore Wagner, the doctor expressed an opinion that Theodore Wagner on May 5, 1951, was without sufficient mental 'capacity to know and understand the nature and extent of his property, to know the natural objects of his bounty, and to know and understand the effects and consequences of his acts.

Delza Roots testified’ Concerning her observation of and experiences with Theodore Wagner in her capacity as a practical nurse in the Wagner home in the period from January, 1948⅛ until he died in July, 1951. The witness expressed a like opinion of incompetency of Theodore Wagner'on-May 5, 1951, as that stated by Dr. Ensor. '

C. H. Mauntel testified he had served Mr. Wagner as a lawyer since about 1937, and up until July, 1950, had seen and talked io him frequently. On May 4, 1951, the witness was tqld that Wagner wanted to see him. On May 5, 1951, the witness went to the home of Wagner and there Wagner discussed and described his property and relatives and gave the witness instructions as to the preparation of a will. The witness left Wagner and had the will prepared, He then called Dr. Ensor and arranged to meet him. They went to the Wagner home and to Mr. Wagner’s bedside where at Wagner’s request the witness read the instrument he had prepared as a will and had brought there. The doctor left the room before the reading was finished. ' At the close of the reading Wagner stated he wanted to sign the will on the kitchen table, After Wagner was brought to the kitchen the witness laid the instrument before him and stated it was the will read in the bedroom, and the witness asked Wagner if he wanted to sign it as his last will and testament and have the others then present, the doctor, Mrs.'Roots and Mrs. Holtom, fittest it as witnesses. Wagner said yes, and nodded his head, and then signed and the others signed: The witness then asked Wagner if that was his last will and testa-ment, and Wagner said it was what he wanted. The witness and the doctor then left the kitchen and the premises after a brief conversation spoken in German between the witness and Wagner. The wit-«ess retained the instrument until it was put in the Alva State Bank, where it remained until after Wagner’s death.

• The witness Mauntel stated his opinion that Wagner, on the said occasion, understood the' nature and extent of his property and his relationship with others,, and the nature'and contents of the instrument and was qualified to make a will.

Other witnesses called by the proponents testified concerning their various business and social calls on Mr. Wagner at various times before and after May 5, 1951, and up to July, 1951, and each on a basis of such -conversations or dealings and their observations of him, stated an opinion that he was on May 5, 1951, possessed of mental capacity to know his,property and relationship with others, and 'the nature of an instrument which would dispose of his property by will,

The question of testamentary caPacRy is a question of fact.

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Opinion No. 73-136 (1973) Ag
Oklahoma Attorney General Reports, 1973
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1955 OK 174, 285 P.2d 219, 1955 Okla. LEXIS 702, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mason-v-mohs-okla-1955.