McMahon v. McCulloch

184 P.2d 319, 81 Cal. App. 2d 480, 1947 Cal. App. LEXIS 1086
CourtCalifornia Court of Appeal
DecidedSeptember 10, 1947
DocketCiv. 13331
StatusPublished
Cited by30 cases

This text of 184 P.2d 319 (McMahon v. McCulloch) 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
McMahon v. McCulloch, 184 P.2d 319, 81 Cal. App. 2d 480, 1947 Cal. App. LEXIS 1086 (Cal. Ct. App. 1947).

Opinion

DOOLING, J.

This is an appeal from a,n order refusing to revoke the probate of the last will of Josephine F. Powers, notwithstanding the verdict of a jury that the testatrix was not competent to make the will. The question presented is whether as a matter of law there was no substantial evidence to support the jury’s finding that the testatrix lacked testamentary capacity, since concededly the court cannot in such *482 a ease make an order notwithstanding the verdict if there is substantial evidence to support the jury’s finding.

The testatrix consulted an attorney about making this will at a time when there is no dispute as to her testamentary capacity and the will in question was drawn in accordance with her directions given at that time. It was not immediately executed because of her supervening illness which ultimately led to her death. On May 16, 1943, the testratrix was taken to the San Francisco Emergency Hospital and from there removed to the San Francisco Hospital where she remained until June 12. On that date she was transferred to St. Mary’s Hospital, also in San Francisco. On June 18, the will in question was executed at St. Mary’s Hospital and the testatrix continued as a patient in that hospital until her death on July 20. The immediate cause of her hospitalization was traumatic injury and collapse from a fall but she was also suffering from a cancerous condition in an advanced stage. The records of the two hospitals were admitted in evidence. That of the San Francisco Hospital contains entries indicating such varying mental states as that she was in a confused mental state on her admittance, later unconscious, not totally clear mentally, improving, irrational to a slight extent at times, rational but very fretful and restless. The entries as to her mental condition at St. Mary’s Hospital likewise indicate that prior to June 18 (the date of the will’s execution), she was at times confused, speaking very loudly and incoherently, very irrational, not quite so depressed and confused, irrational at times, hysterical. Coming to June 17, the day before the will’s execution, the following entries appear: “12 noon. Confused, irrational at times.” “4 in the afternoon . . . Very depressed. Sleeps at 15 and 20 minute intervals.” “9 o’clock, crying account severe pain. 10 o’clock . . . Condition same. Fair day.” On June 18, there is no entry with reference to her mental condition.

We cannot agree with appellant that the entries on the hospital charts constitute substantial evidence that the testatrix did not possess testamentary capacity on June 18. The critical inquiry is directed to the condition of the testatrix’ mind at the very time of the execution of the will (Estate of Sexton, 199 Cal. 759, 765 [251 P. 778]; Estate of Perkins, 195 Cal. 699, 706-7 [235 P. 45]; Estate of Dupont, 60 Cal.App.2d 276, 286 [140 P.2d 866]) and there is a pre *483 sumption, of testamentary capacity which, requires substantial evidence to overcome (Estate of Arnold, 16 Cal.2d 573, 586-7 [107 P.2d 25]; Estate of Perkins, supra, 195 Cal. 699, 703; Estate of Sexton, supra, 199 Cal. 759, 766). The most that can be said for the hospital records is that they show intermittent periods of mental confusion and irrationality and as we approach the critical date of June 18, we find that the record shows on June 17 "Confused, irrational at times,” which carries the clear implication that the testatrix was only intermittently confused and irrational on that date, and on June 18, there is a complete absence of any entry which would tend in the slightest to prove that the testatrix lacked testamentary capacity on that day.

After her admission to the San Francisco Hospital and on May 26, the superior court adjudged the testatrix to be incompetent and appointed a guardian. It is claimed that this adjudication is prima facie evidence of her subsequent incompetency to make a will. In support of this argument, Estate of Johnson, 200 Cal. 299 [252 P. 1049] is cited. The opinion in that case holds to the exact contrary. After saying on page 303 that an adjudication of insanity raises a presumption of want of testamentary capacity on the date of the adjudication, the Supreme Court says of an adjudication of incompetency on page 305: “Proof of incompetency in a guardianship proceeding is evidence of mental condition on the date of the adjudication but it is not prima facie evidence of testamentary incapacity so as to shift the burden of proof to the proponent of the will.”

The reason for this holding seems obvious. A guardian may be appointed for “any person, whether insane or not, who by reason of old age, disease, weakness of mind, or other cause, is unable, unassisted, properly to manage and take care of himself or his property, and by reason thereof is likely to be deceived or imposed upon by artful or designing persons.” (Prob. Code, § 1460.) All that such an adjudication can judicially establish is the existence of a state of facts falling within the quoted definition, but the establishment of such facts would fall short of proving testamentary incapacity. It is thoroughly established by a series of decisions that: “Ability to transact important business, or even ordinary business, is not the legal standard of testamentary capacity. ...” (Estate of Arnold, supra, 16 Cal.2d 573, *484 586; Estate of Sexton, supra, 199 Cal. 759, 768; Estate of Holloway, 195 Cal. 711, 733 [235 P. 1012].)

We are not unmindful of the dictum in Hellman Commercial T. & S. Bk. v. Alden, 206 Cal. 592, 604 [275 P. 794] (a case not cited or relied upon by appellant, perhaps because the passage quoted was recognized as dictum) that: “It is the settled law of California that an adjudication of the incompetency of a testator is merely prima facie evidence of his incapacity to make a valid will.” Since the question of capacity to make a will was not involved in the Heilman case the quoted sentence was clearly only dictum as pointed out in Estate of Worrall, 53 Cal.App.2d 243, 248 [127 P.2d 593]. That it was not even a carefully considered dictum is evident from the fact that Estate of Johnson, supra, 200 Cal. 299, is cited in its support; and the court in the Johnson case in the passage which we have quoted said just the opposite, that such an adjudication of incompetency “is not prima facie evidence of incapacity.”

Since the Johnson case is the latest ruling of the Supreme Court on an appeal in which the question was actually presented to the court we are bound to follow it.

Appellant seizes upon the expression in the Johnson ease that such an adjudication “is evidence of mental condition on the date of the adjudication” and argues that if evidence of mental condition it must be sufficient to take the case to the jury. This is a non sequitur.

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Bluebook (online)
184 P.2d 319, 81 Cal. App. 2d 480, 1947 Cal. App. LEXIS 1086, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcmahon-v-mcculloch-calctapp-1947.