McCormick v. Diedesch

183 Wash. 503
CourtWashington Supreme Court
DecidedSeptember 5, 1935
DocketNo. 25648
StatusPublished
Cited by2 cases

This text of 183 Wash. 503 (McCormick v. Diedesch) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McCormick v. Diedesch, 183 Wash. 503 (Wash. 1935).

Opinion

Steinert, J.

This is an appeal from an order admitting to probate one of two wills and rejecting the other.

Two separate proceedings originally begun for the probate of the respective wills were consolidated, and subsequent proceedings have been conducted under the title of the consolidated estate. It is conceded that the first will, the one that was admitted by the court, was in all respects legally executed. It is also conceded that the second, or later, wall, the one that was rejected, was signed by the testator and properly witnessed. The controversy here concerns the validity of the second will.

The attack upon the second will was upon two grounds: (1) That the testator was lacking in testamentary capacity at the time of making the will; and (2) that the will was executed under duress, menace, fraud and undue influence. The court found against the first ground of attack, but sustained the second ground. The order made by the court, after reciting certain findings, concluded by admitting the first will to probate and rejecting the second. The proponents of the first will excepted to the finding of the court with respect to the first ground of their attack on the second will, and the proponent of the second will excepted to the court’s ruling generally. This appeal was taken by the proponent of the second will. For convenience, we shall refer to the proponents of the first will as respondents, and to the proponent of the second will as appellant.

[505]*505In their argument, counsel for appellant proceed upon the theory that the only question properly before us is whether the second will was procured through duress, fraud, menace and undue influence. Their contention is that, inasmuch as respondents have not cross-appealed from that portion of the order which found that the testator was mentally competent at the time of mailing the second will, they are now foreclosed from raising that question. The respondents, on the other hand, assert that the question of testamentary capacity and the question of fraud and undue influence are both before us for consideration. In view of the conclusion that we have reached upon the record in this case, it becomes necessary for us initially to dispose of the question as to what issues are before us.

Proceedings of this kind are equitable in nature. In re McCombs’ Estate, 164 Wash. 339, 366, 2 P. (2d) 692. They are, therefore, upon appeal, triable de novo on the entire record. Tucker v. Inglish, 135 Wash. 146, 237 Pac. 297; Darrell v. Salwt, 138 Wash. 353, 244 Pac. 563; Sterling Chain Theaters v. Central Labor Council, 155 Wash. 217, 283 Pac. 1081.

Upon such trial de novo, the record may be examined to determine whether the evidence sustains the findings in some particular respect, and, if it be found upon the record that the judgment entered is a proper one, it should be affirmed, even though the basis upon which it was originally founded be an unsound one. In Huntington v. Love, 56 Wash. 674, 106 Pac. 185, the trial court had made a finding of insanity of one of the parties. On appeal, this court held that upon the findings as made the judgment would have to be reversed, but that an examination of the record disclosed that the findings were contrary to the evidence. In [506]*506affirming the judgment, after disapproval of the findings, this court said, p. 678:

“We hold, however, upon the record before us, that the respondents are not concluded by the findings made, they having excepted thereto. All of the evidence has been properly certified to this court in a statement of facts, the cause is before us for trial de novo, and it is our duty to examine the entire record and determine whether the evidence sustains the findings to which the respondents have interposed timely and proper exceptions. They were not aggrieved by the final judgment. It was satisfactory to them. They contend it was right, and could not appeal therefrom. If the proper judgment has been entered, it should be sustained, as respondents are entitled to have it affirmed, even though it may have been reached by unsound reasoning.”

We have a similar situation here. All of the evidence has been properly certified to this court in a statement of facts, and, assuming even that it was necessary to except to the objectionable finding, the record discloses that the exception was properly taken. We therefore have before us, on this appeal, the same issues as were before the trial court.

With this introduction, we proceed to an examination of the evidence.

The testator, Nicholas Ney, who was of German and French extraction, was born in the province of Luxemburg in 1848. He had eight sisters and one brother. In 1882, he came to America and took up farming in the Big Bend country, in this state. At or about the same time, three of his sisters and their husbands also came to this country and located in the same community. These sisters were Mrs. Katherine Bodeau, Mrs. Marie Kramer, who later became Mrs. McCormick, and a Mrs. Hoss. Among Mr. Ney’s relatives in Luxemburg was another sister whose married name was likewise Bodeau, and who had a daughter [507]*507by the name of Katherine. Having occasion herein to refer to two persons bearing the same name, we shall at times, in order to avoid confusion, speak of Mrs. Katherine Bodeau as the sister, and Miss Katherine Bodeau as the niece.

Mr. Key was married twice, but had no children. His second wife died in 1920, and from that time until his death in 1934, he remained a widower.

By dint of hard work and exceptional thrift and industry, Mr. Ney acquired extensive farm-land holdings near Wilbur. After accumulating considerable wealth, he moved to Spokane and acquired some lots on North Division street, which he improved with a number of buildings, in one of which he lived with his sister Mrs. Hoss, who was then a widow. It does not clearly appear when the move to Spokane was made, but apparently it was after the death of Mr. Ney’s second wife. It was probably some time between 1924 and 1927.

In 1900, Mr. Ney had made a trip to Europe to visit his relatives. While there, he prevailed upon his niece, Miss Katherine Bodeau, of whom he was very fond, to come to this country. The following year, the niece, who was then eighteen years of age, came to America, her transportation and expense being paid by her uncle. During- the next few years, the niece spent her time with her uncle and her sister, Mrs. Sheffel, who also resided in the Big Bend country.

In the meantime, the niece entered school to prepare herself for some gainful pursuit in the business world. After completing her schooling, she remained in Spokane for a few years and then went to Baker, Oregon, to keep house for her brother and do office work. Later, she went to Portland, where she kept books in a bank and subsequently in a hospital at a salary of one hundred and fifty dollars a month. This was about the [508]*508year 1928. During the time of her residence in Oregon, the niece made frequent trips to Spokane and the surrounding country, visiting her uncle, her aunt Mrs. Hoss, and her sister Mrs. Sheffel. In the meantime, also, Mr. Ney had lost his second wife and was living in Spokane with his sister Mrs. Hoss.

Upon the occasion of her later visits, the niece had many confidential conversations with her uncle, in which he broached the subject of her coming to live with, and take care of, him.

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183 Wash. 503, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccormick-v-diedesch-wash-1935.