Miles v. Free

181 Okla. 564
CourtSupreme Court of Oklahoma
DecidedDecember 7, 1937
DocketNo. 27649
StatusPublished

This text of 181 Okla. 564 (Miles v. Free) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Miles v. Free, 181 Okla. 564 (Okla. 1937).

Opinion

GIBSON, 3.

This is a proceeding to probate a will. It originated in the county court of Osage county, where the will was admitted to probate, and from there appealed to the , district court by the protestants, where the judgment of the county court was affirmed, and this appeal resulted. In compliance with the statute, section 1101, O. S. 1931, the protestants will be referred to herein as plaintiffs, and the proponents as defendants.

The assignment of error particularly stressed and relied upon by plaintiffs questions the action of the trial court in overruling their demurrer to defendants’ evi-[565]*565deuce. This assignment raises the question of the burden of proof placed upon the proponent of a will in a contested case, the question as to how far he must proceed with his proof in order to establish a prima facie case as to the validity of the will.

This court has said that in a contested will case, where the petition for probate and the protest are heard together, as in this case, the burden of proof is upon the proponent to make a prima facie case or satisfactory proof of the due execution of the will; that the proof required by statute, though no protest, cannot be waived. Tiger v. Peck, 74 Okla. 9, 176 P. 529. That holding is in strict compliance with the statute, section 1099, O. S. 1931, which provides :

“If no person appears to contest the probate of a will, the court may admit it to probate on the testimony of one of the subscribing witnesses, only if satisfied from the testimony of such witnesses that the will was executed in all particulars as required by law, and that the testator was of sound mind at the time of its execution.”

The foregoing decision expresses the rule that the degree of proof required of the proponent in order to establish a prima facie ease is the same whether there is or is not a contest, thus plainly recognizing the provisions of the aforesaid section 1099, which are to the effect that a prima facie case is established by proponent when he has produced satisfactory proof “that the will was executed in all particulars as required by law, and that the testator was of sound mind at the time of its execution.”

Where the will is shown to have been regularly executed and attested, the trial court may indulge the presumption that the testator at the time of the execution thereof was of sound mind, although no positive evidence as to that question is produced. In re Elrod’s Estate, 154 Okla. 84, 6 P. (2d) 676. In that case there was no testimony produced on the part of either party as to the mental condition of the testator at the time of the execution of the will, and the court, recognizing the aforesaid presumption and approving the rule expressed in the case of In re Blackfeather’s Estate, 54 Okla. 1, 153 P. 839, held:

“A presumption of sanity goes with every one, and the burden of proving unsoundness of mind in a will contest rests upon the contestant.”

See, also, In re Nitey’s Estate, 175 Okla. 389, 53 P. (2d) 215.

Thus it is seen that the burden is upon the proponent to show testamentary capacity, or, in other words, to produce such evidence as will create a presumption thereof. This is not in conflict with the holding of this court (In re Sixkiller’s Estate, 168 Okla. 302, 32 P.[2d] 936) that the burden of proof in a contested will case “is upon the proponent to prove due execution and attestation of the will which may include testamentary capacity.”

The decisions merely recognize the provisions of the statute, section 1099, supra, in holding, in effect, that the burden is upon the proponent to prove due execution and attestation and testamentary capacity in eases where the admission of the will to probate is protested.

The court, when dealing with the question of testamentary capacity in the case of In re Sixkiller’s Estate, supra, said:

“A person has testamentary capacity when he has full and intelligent consciousness of the nature and effect of the act in which he is engaged;, a knowledge of the property possessed, and an understanding of the disposition- he wishes to make of it by will, and the persons and objects he desires to participate in his bounty.”

That is merely a definition of some of the elements of testamentary capacity. We cannot agree with plaintiff’s contention that the burden in a case of this character is upon the proponent of a will to establish all those elements. The burden is upon the contestant to show that some of the essential elements were wanting at the time of the execution of the will if the proponent offers a will apparently executed and attested in due form. The latter circumstance coupled with the legal presumption of soundness of mind establishes a prima facie case, and the burden is then upon the contestant, for, as said in the Elrod Case, above, “our statutes provide that the contestant shall be plaintiff, thereby throwing the burden of proof upon the contestant, or plaintiff, to 'establish their pleadings or charges by a preponderance of the evidence, and the burden of proof shifts onto them, as held by the court, when defendant establishes a prima facie case.”

The plaintiffs contend, further, that the burden rests upon a proponent to show want of duress, menace, fraud, or undue influence practiced upon the testator in the execution of the will, the presence of any one of which may avoid the will as provided in section 1538, O. S. 1931. This contention [566]*566would seem to be supported by the decision in McCarty v. Weatherly, 85 Okla. 123, 204 P. 632, wherein the court held:

“The burden of proof rests upon -the proponents of a will to prove, not only the due execution of the will as provided by law, but that the instrument was in fact the free and voluntary act and will of the testatrix.”

That holding would apparently place the burden upon a proponent to negative the presence of the aforesaid elements, and it does require him to make a prima facie showing of the absence thereof. An examination of the evidence discloses that proponent sufficiently sustained that burden.

It is next contended that a proponent is required to make strict proof of the due execution and attestation of the will as required by section 1546, O. S. 1931. According to that section, a will must be subscribed by the testator in the presence of at least two attesting witnesses, or acknowledged by the testator to them to have been made by him or by his authority, and he must at the same time declare to the witnesses that the instrument is his will, and the witnesses must subscribe their respective names to the will at the request of the testator and in his presence. As said by the court in the case of In re Stover’s Will, 104 Okla. 251, 231 P. 212:

“The burden of proof rests upon the proponent of a will to establish by a preponderance of the evidence that the will was executed and published according to the provisions of the statutes.”

The weight of the evidence determines the issues in such cases (In re James’ Estate, 131 Okla. 142, 268 P. 296) ; but when proponent has established a prima facie ease, the burden is then placed upon the contestant to establish his grounds of contest, as stated in the Elrod Case.

It is the established rule that a substantial, and not strict, compliance with section 1546, supra, relating to subscribing, publishing, and attesting a will is sufficient. In re Bourassa’s Estate, 171 Okla. 64, 41 P.

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Related

McCarty v. Weatherly
1922 OK 12 (Supreme Court of Oklahoma, 1922)
In Re Estate of James
1928 OK 328 (Supreme Court of Oklahoma, 1928)
In Re Blackfeather's Estate
1915 OK 1022 (Supreme Court of Oklahoma, 1915)
Tiger v. Peck
1917 OK 376 (Supreme Court of Oklahoma, 1917)
In Re Sixkiller's Estate
1934 OK 249 (Supreme Court of Oklahoma, 1934)
Watkins v. Grieser
1901 OK 65 (Supreme Court of Oklahoma, 1901)
Huffman v. Huffman
1934 OK 195 (Supreme Court of Oklahoma, 1934)
In Re Elrod's Estate
1931 OK 603 (Supreme Court of Oklahoma, 1931)
In Re Nitey's Estate
1935 OK 1218 (Supreme Court of Oklahoma, 1935)
In Re Bourassa's Estate
1935 OK 205 (Supreme Court of Oklahoma, 1935)
In Re Stover's Will
1924 OK 917 (Supreme Court of Oklahoma, 1924)
Mashunkashey v. Brewer
1936 OK 354 (Supreme Court of Oklahoma, 1936)
In Re Davis' Estate
1935 OK 242 (Supreme Court of Oklahoma, 1935)
Mitchell v. Dadas
1934 OK 128 (Supreme Court of Oklahoma, 1934)

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Bluebook (online)
181 Okla. 564, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miles-v-free-okla-1937.