McDowell v. Parker

34 N.W.2d 366, 150 Neb. 295, 1948 Neb. LEXIS 133
CourtNebraska Supreme Court
DecidedOctober 28, 1948
DocketNo. 32467
StatusPublished
Cited by28 cases

This text of 34 N.W.2d 366 (McDowell v. Parker) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McDowell v. Parker, 34 N.W.2d 366, 150 Neb. 295, 1948 Neb. LEXIS 133 (Neb. 1948).

Opinion

Chappell, J.

Brothers and sisters of Omar A. Kaiser, deceased, contested the probate of his 'will and codicil thereto, upon the grounds that the instruments were not signed by the testator or''attested and subscribed as required by law; that they were obtained by - undue influence; and that the testator lacked testamentary capacity. Proponent prevailed in the county court and contestants appealed to the district court,-where, upon trial to a jury, proponent was awarded a verdict and judgment. Motion for new trial was overruled,: and- contestants appealed to this court, assigning as error substantially that the trial court erred in refusing to direct a verdict for contestants at the conclusion of proponent’s evidence in chief; in giving instructions Nos. 7, 8, 12, and 15 respectively, and refusing to give -contestants’ prof erred instructions Nos. 1 and 2; in permitting proponent, over objection of contestants,, to respectively identify the beneficiaries under-the will and permit the jury to observe them in -open court; and, that the verdict and judgment were contrary to law and not sustained by the [298]*298evidence. We find that the assignments should not be sustained.

At the outset it should be stated that the issue of undue influence was not supported by any competent evidence, and concededly is not involved in this appeal. Our conclusions with reference to the other issues are dependent upon the evidence adduced and well-established rules of law applicable thereto.

Without dispute, Omar A. Kaiser, testator, 70 years of age, whose death occurred September 10, 1946, was during his lifetime a bachelor farmer and rancher. He had accumulated a substantial estate, consisting of lands, securities, and cash. On June 12, 1945, he suffered a cerebral hemorrhage, and, upon his physician’s orders, was removed to the Chadron Municipal Hospital, where he remained until his death.

Proponent’s evidence in chief consisted of the testimony of testator’s attending physician, his attorney, the other witnesses who attested and subscribed his will and codicil, and two friends of testator who not only visited with him in the hospital near the time of the execution of the instruments involved, but also thereafter.

The testimony of those witnesses, together, with the instruments themselves, buttressed with other evidence adduced by proponent subsequent to the introduction of contestants’ evidence contra thereto upon the issue of testamentary capacity, may be briefly summarized as follows: As a result of the hemorrhage, testator suffered a paralysis of his left side. He also had an old genitourinary trouble which became aggravated and painful a short time after he entered the hospital, but favorably responded to treatment, and never affected his testamentary capacity. The paralysis affected his speech, which was impaired for approximately two weeks after he entered, the hospital. Thereafter, his speech and general physical condition improved, and at all times involved, without relapse mentally, testator was normal [299]*299mentally and possessed the testamentary capacity essential to the making of a valid will and codicil, as hereinafter defined.

After testator had been in the- hospital a few days, his attorney, who had represented him for 30 or 40 years, and had personally known him for 50 years or more, visited him. After the attorney’s first visit, he returned upon other occasions at the request of testator. During such visits, testator consulted with the attorney about several business matters involving his property, and at the request of testator, the attorney looked after such matters for him.

On July 13, 1945, testator inquired about and asked the attorney to draw a will for him, and requested that he come back soon. On the following day, the attorney returned. At that time they talked about the testator’s brothers and sisters and where they lived, as well as his property, and the disposition thereof, whereat the testator said: “Well, * * * this property is to go to two little boys. * * * they are the sons of Mike Kaiser. * * * I understand they are in San Diego, California.” Thereafter, the attorney wrote out the will in longhand in the presence of the testator, and read it to him.

The will consisted of two sheets numbered (1) and (2) respectively. The dispositive portion of the will thus written, and signed by the testator, all appeared on page (1). The perfected attestation clause thereof, subscribed by the witnesses, alone appeared on page (2). Both the will and the attestation clause recited respectively that the testator’s last will and testament was “on two pages (1 & 2)” and that it was an “instrument of two pages.” Whether or not the two sheets were physically attached to each other at the time of execution does not affirmatively appear in the evidence. There is competent evidence, however, that page (1) was the paper signed by the testator as his last will and testament in the presence of the attesting and subscribing witnesses, who signed the attestation clause on page (2) in his [300]*300presence and in the presence of- each other, and that after the execution of the will both pages -were placed in a sealed envelope and on the same day delivered into the custody of the county judge, who thereafter opened it only after testator’s death. The dispositive portion of the will provided: “I hereby give, devise and bequeath to James Kaiser and Elwin Kaiser, sons of James Kaiser all of San Diego, California, share and share alike, all of my estate of both real and personalty wherever situate.”

The codicil thereto, executed July 18, 1945, was all on one page, with a perfected attestation clause thereon, which codicil was likewise placed in a separate sealed envelope and delivered into the custody of the county judge on the day following its execution, who thereafter opened it only after testator’s death.

After the will was written by the attorney, he told testator that a couple of witnesses were needed; and testator replied “Well, you will have to get them, I am depending on you.” Thereupon, the attorney procured a clerk at the hospital to act as a witness and testator asked her if she was “going to watch him to sign his name to that piece of paper,” identified by her and the attorney as page. (1) of the will, a part of proponent’s exhibit 1, as offered and received in evidence.

Testator was then raised up in bed and a candy box or book was procured, upon which to place the will for signature. He was given a pen, and in the presence of the attorney and the other- witness, wrote “Omar A” and started to write “Kaiser” when his hand trembled and “he looked up at his attorney” and asked him “to help him finish.” Thereupon, the attorney assisted him in finishing the word “Kaiser” by guiding testator’s hand. Thereafter, both the attorney and the other witness signed the attestation clause on page (2) of the will, in the presence of the testator and each other.

Soon after execution of-the will, the attorney learned that the beneficiaries under the will then actually lived in [301]*301Chadron with their mother, although for a while they had lived in California, and that their names, as well as the descriptive identifying name of their father, were not in all respects complete and correct as written in the will.

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Bluebook (online)
34 N.W.2d 366, 150 Neb. 295, 1948 Neb. LEXIS 133, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcdowell-v-parker-neb-1948.