McLaughlin v. Welsh

217 P. 135, 62 Cal. App. 413, 1923 Cal. App. LEXIS 447
CourtCalifornia Court of Appeal
DecidedJune 6, 1923
DocketCiv. No. 2607.
StatusPublished
Cited by20 cases

This text of 217 P. 135 (McLaughlin v. Welsh) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McLaughlin v. Welsh, 217 P. 135, 62 Cal. App. 413, 1923 Cal. App. LEXIS 447 (Cal. Ct. App. 1923).

Opinion

BURNETT, J.

The appeal is from a judgment denying probate of the purported will of Ellen E. Ramey, deceased, entered April 1, 1922. The judgment was based upon the verdict of a jury in favor of contestants, finding, first, that the testatrix on March 1, 1921, the date of the execution of the will, was of unsound mind, and, second, that she was then acting under the undue influence of proponent and appellant, Charles E. Welsh. The testatrix was a maiden lady of the age of seventy-three years at the time of her death in November, 1921. She left surviving her one brother and several children and grandchildren of deceased brothers and sisters as her sole heirs as law. She was the owner of personal property of the value of $14,000, consisting of bonds and money. For several years she had been subject to epileptic fits, but she was generally able to take care of herself, occupying for a long time prior to February 1, 1921, an apartment in the home of one Mrs. J. McFadden in Yuba City. At this latter date she became ill and needed and obtained the services of a physician, who advised her to go to a hospital. Acting upon his advice, *416 she went to the Rideout Hospital in Marysville, remaining there for two or three weeks and then going to the Sutter County Hospital as a pay patient, where she remained until March 7, 1921, when she went to the “King’s Daughters’ Home” in Oakland, where she died in November following. When she became ill at Mrs. McFadden’s she sent for her nephew, Charles E. Welsh, the appellant herein, who resided on his farm near Sutter City, and he went to see her, and from that time until she arrived at the “King’s Daughters’ Home,” he attended to all her business When she was at the Rideout Hospital she told appellant—according to his testimony—that she was getting too old to attend to business matters; that she wanted him to take care of her property interests and that she desired to get into some old people’s home where she could spend the rest of her days and not be bothered any more about business matters. Thereupon she executed and delivered to him a power of attorney, on February 23d, and at the same time gave to him a check for $4,029, the amount of her deposit in the First National Bank of Yuba City, which he cashed and deposited the amount in the same bank in his own name, and proceeded to draw checks against it for his and her expenses. In her will she made appellant the sole beneficiary and designated him her executor. To his application for admission of the will to probate and his appointment as executor a contest was filed, purporting to be that of May McLaughlin and Owen D. Welsh, a niece and nephew respectively of the decedent, alleging incompetency of the testatrix at the' time of the execution of the will, but the contest as to Owen D. Welsh was unauthorized by him and at his request at the beginning of the trial it was dismissed. Minnie C. Clements, Clarence Clements, and Marion Clements, as “grandniece and grandnephews respectively, of said Ellen E. Ramey, deceased, being children of a deceased niece,” jointly filed another contest, alleging, first the incompetency of the deceased and unfitness of Charles E. Welsh to act as executor; second, the nonexecution of the will, and, third, undue influence on the part of Charles E. Welsh. Demurrers to the contests were interposed but overruled and answers were thereupon filed. At the close of contestants’ ease a motion for nonsuit was made by proponent and denied by the court. The findings of the jury *417 were upon two special interrogatories submitted at the request of the contestants.

According to the usual course of such trials proponent first offered proof of the due execution of the will. Waldo S. Johnson, a prominent attorney of Marysville, testified that on the morning of March 1st he was requested by M. T. Brittan, an attorney of Marysville, to act as a witness to the will in question; that he did not know Ellen E. Ramey, but was informed that she was an elderly lady and in the hospital; that he went there in a machine with Mr. Brittan and Charles E. Welsh and he and Mr. Brittan were shown into her room; after some informal talk he stated that having understood she was a lady of advanced years he would like to satisfy himself as to her mental condition at the time. He was then left alone with her and the door was closed. He had the will with him, which he had received from Mr. Brittan. He took it up and discussed it in detail and asked her if she understood exactly what she was doing, how she was disposing of her property and she said she did, that is the way she wanted it to go. He talked with her upon several subjects and formed his opinion as to her mental condition. He then called Mr. Brittan and told him to proceed. The will was thereupon executed according to the requirement of the statute and she retained it in her possession. The door was then thrown open and one of the nurses came in, and a little later, the proponent, and they all sat there for ten or fifteen minutes more talking informally, and finally the testatrix handed the will to her nephew and told him to take care of it, that it was her last will and testament. She was of sound and disposing mind at the time; that she was up and dressed when she signed the will and had no fit while he was there; that he never heard of her having fits and that Mr. Welsh was not in the room when the will was executed.

Charles E. Welsh testified that he had known Ellen E. Ramey ever since he was old enough to remember, that he had seen her a great many times since 1919 and talked with her on those occasions. He used to go with her to transact her own business. She was of sound and disposing mind on March 1st, when she executed the will. His reasons for so believing were based upon the manner in which she talked, the way she transacted her business, the care she took of *418 her property, her knowledge of what property she had and her demeanor and conversation generally. After testatrix became ill in the latter part of January, 1921, and while she was at the hospital, she told the witness that she wanted to go below and stay in the home and that she wanted him to handle her property; that she did not tell him she was going to make a will in his favor and that he never talked to her in any way about making a will; that she told him to bring or send out an attorney and he took Mr. Brittan to see her. After he talked with her Mr. Brittan drew up the power of attorney, making the witness her attorney in fact; that she never told him she wanted an attorney to draw a will; that he had taken Mr. Brittan out on February 27th or 28th, and he did not hear any of the conversation between them. He did not know what Mr. Brittan went there for until March 1st; that after the execution of the will he was in the room with his aunt and Mr. Johnson and Mr. Brittan probably fifteen minutes. The testatrix handed him the document and said, “Take care of that.” In reply to a question on cross-examination to state all that his aunt said, he replied: “I don’t know as she said very much, she wanted to know how everybody was, handed me this paper, told me to take care of it, wanted to know if I had heard anything from the Home down there, when she could go, she was getting anxious to go, she was tired of that place. I told her I would find out as quickly as I could- and let her know as quickly as I could find out.”

M. T. Brittan, the other subscribing witness, testified substantially as the two foregoing in reference to the execution of the will; that Ellen E.

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Bluebook (online)
217 P. 135, 62 Cal. App. 413, 1923 Cal. App. LEXIS 447, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mclaughlin-v-welsh-calctapp-1923.