Matter of Estate of Holm

588 P.2d 531, 179 Mont. 375, 1979 Mont. LEXIS 706
CourtMontana Supreme Court
DecidedJanuary 3, 1979
Docket14259
StatusPublished
Cited by19 cases

This text of 588 P.2d 531 (Matter of Estate of Holm) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Holm, 588 P.2d 531, 179 Mont. 375, 1979 Mont. LEXIS 706 (Mo. 1979).

Opinion

MR. JUSTICE SHEEHY

delivered the opinion of the Court.

Anker H. Holm died November 15, 1976, at the age of 78 years. On November 22, 1976, respondent, a niece of decedent, offered for informal probate a will dated October 17, 1973, in which decedent left his' entire estate to respondent.

Appellants, all nieces and nephews of the decedent then filed a formal petition for adjudication of intestacy, determination of heirs and appointment of personal representative. Respondent filed in response a formal petition for probate of will, determination of heirs and testacy, and appointment of personal representative. Appellants filed objections to this petition alleging decedent was in *377 competent to make a testamentary disposition and that decedent was under the undue influence of respondent.

The matter was tried to a jury and at the conclusion of appellants’ case, the District Court, Twelfth Judicial District, directed a verdict for proponent, holding there was no undue influence. The jury returned a special verdict finding decedent of sound mind when he executed the will in question.

The evidence at trial showed than Anker Holm had little formal education and spent most of his time on a homestead north of Chinook. He had lived with his two older brothers and all three were bachelors. The older brothers conducted the business affairs of the ranch and managed the household, with the decedent taking little part in this activity. The oldest brother died in 1961.

From approximately 1969 decedent’s mind appeared to be failing and he seemed frequently confused and disoriented to his neighbors. This condition was apparently exacerbated by the death of his remaining brother in September 1973. Shortly thereafter, on September 24, 1973, decedent executed a warranty deed to the United States for nearly his entire ranch for no consideration. Decedent’s niece, respondent here, petitioned for and was appointed guardian ad litem for decedent. An action was then instituted in the United States District Court for the district of Montana for the rescission of the warranty deed.

Testimony in the Federal District Court indicated decedent was suffering from an organic brain syndrome. The psychiatrist who testified gave his opinion that decedent was not competent to handle his own affairs since about 1969. The court found decedent not legally competent to execute the deed in question and ordered its rescission or in the alternative, payment of the fair market value of the land. The findings of the Federal Court were admitted into evidence in the will contest involved in this appeal.

The will which is the subject of this appeal was dated October 17, 1973. It was similar to previous wills executed individually by the Holm brothers in which they devised everything to the surviving brothers and recited testator intentionally left nothing to any *378 one else. In this case, decedent’s will left his entire estate to respondent and made the same recitation of an intention not to leave anything to anyone else. Respondent had come to the ranch in 1971 to keep and manage the house for decedent and his older brother. Appellants had very limited contact with decedent during his lifetime.

Evidence introduced at the will contest included testimony from several psychiatrists, all of whom agreed that decedent was suffering from chronic brain syndrome (not a disease in itself, rather a collection of symptoms resulting from diseases affecting the functions of the brain). Each of the doctors offered his opinion that decedent was not competent at the time the will was drafted. However, the two doctors who personally examined the deceased did not question him about making a will and they indicated there were degrees of impairment and incompetency due to the syndrome. Respondent testified as an adverse witness. She was of the opinion, with respect to business affairs, that at the time Anker Holm made the deed to the federal government he did not have the méntal capability to make “a clear and intelligent and voluntary disposition of his property”.

Expert testimony was also presented at trial on behalf of respondent emphasizing decedent may have been able to comprehend the result of his actions in making the will in question and that the syndrome from which decedent suffered caused varying degrees of impairment. Lay testimony from decedent’s acquaintances was introduced indicating decedent understood the nature of his land holdings, understood what he was doing in making the will and was able to recognize neighbors and carry out transactions with them.

Three issues are presented in this appeal. First, was there sufficient, substantial credible evidence to support the jury verdict that ■ decedent was competent to make the will in question? Second, did the District Court err in admitting certain testimony objected to as without proper foundation, and if so, was the error harmless? *379 Finally, is this an appeal without merit and thus appropriate for Rule 32, Mont.R.App.Civ.P., sanctions?

In.considering the first issue, we are guided by a very basic and limited standard of review. “. . . where a fact issue or issues are presented before ... a court sitting . . . with a jury, and there is substantial evidence to support . . . the jury verdict, such . . . verdict [is] conclusive on appeal.” Johnson v. St. Patrick’s Hospital (1968), 152 Mont. 300, 448 P.2d 729, 733; Big Sky Livestock, Inc. v. Herzog (1976), 171 Mont. 409, 558 P.2d 1107, 1110; In Re Bielenberg’s Estate (1930), 86 Mont. 521, 284 P. 546, 549; Murphy v. Nett (1913), 47 Mont. 38, 130 P. 451, 456. We review the evidence in a light most favorable to the prevailing party, and we will reverse only when there is a lack of substantial evidence introduced to support the results. In re Dillenburg’s Estate (1960), 136 Mont. 542, 349 P.2d 573, 574; Big Sky Livestock, Inc. v. Herzog, supra; Johnson v. St. Patrick’s Hospital, supra.

We have recently stated substantial evidence is evidence such as will convince reasonable men and about which reasonable men will agree supports the case of the prevailing party. Cameron v. Cameron (1978), . . . Mont. . . . , 587 P.2d 939, 35 St.Rep. 1723, 1729 (citing cases). Furthermore, the evidence may be inherently weak and still be deemed substantial, and substantial evidence may conflict with other evidence presented. Campeau v. Lewis (1965), 144 Mont. 543, 398 P.2d 960, 962, 963; Cameron v. Cameron, supra. Reviewing the record on appeal with these guidelines in mind, we conclude there was substantial evidence to support the jury verdict and thus affirm the judgment of the District Court entered upon that verdict.

Respondent presented testimony from relatives, neighbors and acquaintances of Anker Holm and expert medical testimony.

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588 P.2d 531, 179 Mont. 375, 1979 Mont. LEXIS 706, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-holm-mont-1979.