Merrill v. Van Etten

341 P.2d 506, 80 Wyo. 276, 1959 Wyo. LEXIS 36
CourtWyoming Supreme Court
DecidedJune 30, 1959
DocketNo. 2808
StatusPublished
Cited by2 cases

This text of 341 P.2d 506 (Merrill v. Van Etten) is published on Counsel Stack Legal Research, covering Wyoming Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Merrill v. Van Etten, 341 P.2d 506, 80 Wyo. 276, 1959 Wyo. LEXIS 36 (Wyo. 1959).

Opinion

PARKER, Justice.

This is an appeal from a judgment rejecting probate of the July 7, 1953, will of Mary Merrill after a jury had rendered a special verdict finding that at the time of executing the instrument she was not of sound and disposing mind and memory and was acting as a result of undue influence.

Mary Merrill and her husband, George Merrill, were pioneer Wyoming ranchers possessed of numerous holdings. Mr. Merrill died in 1934. They were the parents of seven children, two of whom predeceased Mrs. Merrill, one died subsequent to the trial below, and four are still living. The three who are deceased left children surviving them.

Prior to July 7, 1953, Mrs. Merrill had made at least two other wills and had caused certain transfers to be effected for tax reasons. None of these facts appear to us to have more than a passing interest in the trial. Mrs. Merrill, past eighty-four at the time of her death and past eighty-three at the time she made the 1953 will, was quite deaf, almost blind, and intermittently in bad and improved states of health.

The specifications of error recite insufficiency of the evidence to support the verdict and judgment, erroneous instruction of the jury, some seventy-seven improper rulings on evidence, and the denial of attorney fees to the proponents.

We first consider whether or not the evidence as to testamentary capacity was sufficient to support the verdict, and in so doing ascertain upon whom fell the burden of proof. Respondents say that the guardianship of the estate of Mary Merrill, instituted in 1952 and undissolved on July 7, 1953, together with testimony regarding decedent’s condition, places the instant case under the exception mentioned in our opinion, In re Lane’s Estate, 50 Wyo. 119, 58 P.2d 415, 419, 60 P.2d 360, where we said:

“In our examination of contestant’s claims, it is proper to recall in this connection that it was pointed out in Wood v. Wood, 25 Wyo. 26, 164 P. 844, 852, that the burden of showing an alleged incompetency of the party making the will rests upon the contestant 'unless the case should be brought within the exception where previous incompetency is admitted or sufficiently shown to change the burden.’ . * * * ”

We cannot agree with respondents for two reasons. First, even assuming that the guardianship proceedings were proper evidence, which we do not need to determine at this time, we note that the petition in the guardianship proceedings was quite explicit that the reason Mrs. Merrill was unable to manage and administer her property was because of her physical condition. [508]*508Nothing was said about mental incompetency in the petition. Therefore, any reference to “an incompetent” in the subsequent papers in the guardianship file could not be taken to refer to a mental condition of the ward. Second, under the mentioned pronouncement in the Lane case, the exception which would change the burden of proof does not stem from the nature of the evidence on incompetency adduced at the trial but rather from a previously proven or admitted mental incompetency. Accordingly, the burden of proof in this case rested upon the contestants. This being true, we look to the evidence on which they relied to show that Mary Merrill was not of sound and disposing mind and memory at the time of the execution of the will.

In the main, those witnesses who stated or intimated that Mary Merrill was not of sound and disposing mind and memory on July 7, 1953, based their appraisal that she lacked testamentary capacity upon strange reasons such as (1) she would not have made the kind of the will she did if she had been of sound mind, (2) she (almost totally blind and deaf) would occasionally ask questions as to the whereabouts of persons with whom she had just been speaking, and (3) she didn’t understand the will because the witness himself couldn’t understand it.

As in any other appeal, this court must assume the truth of the evidence in favor of the successful party, ignore that of the unsuccessful party in conflict therewith, and give that of the successful party every favorable inference which may be reasonably drawn therefrom. In re Johnston’s Estate, 63 Wyo. 332, 181 P.2d 611; In re Anderson’s Estate, 71 Wyo. 238, 255 P.2d 983.

Contestants on several occasions asked of different lay witnesses whether or not they thought Mary Merrill was of sound and disposing mind and memory, and whether they thought she was incompetent. Appellant objected to such questions on two grounds: First, that there was not background to show the witnesses’ observation of decedent at the time of the execution of the will, and second, that an opinion was improper. As to the first, we are aware that observations as to a testator’s condition are often limited to the precise time of the execution of the will. However, there is nothing in the record indicating any sharp change in Mrs. Merrill’s mental condition over a period of several years, and we are therefore unconvinced that the objection on this ground had merit. As to the second cause for objection, we are inclined to agree. In the cases which we have examined, the attempt to secure opinion evidence from lay witnesses concerning testamentary capacity has employed many different words and phrases, including: mental unsoundness, competency, incompetency, mental capacity, capacity to make a will, capable of making a will, a mind sound enough to make a will, etc. The exact form of the question is not of great importance.

Although nonexpert opinions as to mental capacity have been received by courts on occasion in the past,1 most courts have been conscious of the inherent danger of invading the province of the trier of fact by so doing and have tended to limit the lay witness to a statement of the actual things that were seen, heard, or experienced by him without permitting him to voice his opinion or conclusion. Judge Blume’s statement in In re Johnston’s Estate, supra, at 181 P.2d 618, “Laymen, too, are competent witnesses when they relate the facts on which their observations are based, and the weight to be attached to the testimony of expert as well as nonexpert witnesses is for the trier of facts,” did not quite say this but implied it. We think the voicing of opinion as to testamentary capacity by a person who is not especially trained tends to invade the province of the jury and should not be permitted. See 7 Wigmore on Evidence, 3 ed., § 1958; 57 Am.Jur. Wills § 129; Annotation, 155 A.L.R. 281, 284.

[509]*509Even courts which have accepted opinions of lay witnesses on mental unsoundness of a testator have restricted the effect of the testimony to the reasons given for the opinion. In re Dupont’s Estate, 60 Cal.App.2d 276, 140 P.2d 866, 871. Important as is the proper limitation of non-expert opinion evidence, it is not determinative in the present situation since the facts upon which the witnesses here based their views fell far short of meeting contestants’ burden of showing that Mary Merrill lacked the capacity to make a will.

We pass then to the sufficiency of the evidence as to contestants’ claim of undue influence. It is not denied that the burden of proof was upon them, and we think' it was. Wood v. Wood, 25 Wyo. 26, 164 P. 844.

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Related

Matter of Estate of Loomis
810 P.2d 126 (Wyoming Supreme Court, 1991)
In Re Merrill's Estate
341 P.2d 506 (Wyoming Supreme Court, 1959)

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Bluebook (online)
341 P.2d 506, 80 Wyo. 276, 1959 Wyo. LEXIS 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/merrill-v-van-etten-wyo-1959.