Morton v. Simms

263 S.W.2d 435
CourtSupreme Court of Missouri
DecidedDecember 14, 1953
Docket43819
StatusPublished
Cited by8 cases

This text of 263 S.W.2d 435 (Morton v. Simms) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Morton v. Simms, 263 S.W.2d 435 (Mo. 1953).

Opinion

HOLLINGSWORTH, Judge.

This is an action brought in the Circuit Court of St. Charles County under the provisions of Section 468.580 RSMo 1949, V.A.M.S., to probate an alleged will of Aurelia Carter following its rejection by the Probate Court of that county on the ground she “lacked the necessary testamentary capacity” to make the same. The jury found the proffered instrument was not her will and judgment was rendered accordingly. Plaintiffs and defendants Redmon Morton and Floyd Morton appealed to the St. Louis Court of Appeals, which transferred the case here on the ground title to real estate is involved.

The record does not reveal the extent or value of the property of which Mrs. Carter died seized, but it does reveal she died seized of real estate, which, as will appear, her alleged will undertakes to dispose of contrary to the laws of devolution of real estate in the event of intestacy. Consequently, title to real estate is involved and jurisdiction of the appeal lies in this court. Constitution of Missouri, Art. V, § 3, V.A.M.S.; Ray v. Nethery, Mo.Sup., 255 S.W.2d 817.

Aurelia Carter, a widow with no descendants, died a resident of St. Charles County on August 10, 1950, at the age of 73 years. She left surviving her numerous nieces and nephews. Among these were plaintiff Mabel Morton, the wife of the coplaintiff, Ben Morton, and defendants Louis Simms, John Simms, Clifford Simms, Kate Johnson, Joe Morton, Hattie Ford, Redmon Morton, Lelar Steel and Floyd Morton. Defendants Kate Obee and Harrison Carter are her stepchildren.

The will (1) directs the sale of “my lands” and that out of the proceeds the sum of $100 be paid to each of the eleven defendants; (2) bequeaths “my household goods” to defendant Lelar Steel and plaintiff Mabel Morton; (3) leaves the residue • of -her estate to plaintiffs Mabel Morton and 'Ben Morton; (4) names Mabel Morton as executrix and W. R. Dalton as' an alternate, with a request that neither be required to give bond. It closes in these words:

“In Witness Whereof, I have hereunto set my hand this 3rd day of March 1950.
“Aurelia Carter.”
The attestation clause immediately following reads:
“The foregoing instrument, consisting of ■this page only, was at the date thereof signed and declared by the said Aurelia Carter to be her last Will and Testament in the presence of us, who at her request and in her presence and in the presence of each other have subscribed our names hereto as witnesses.
“Elmer Borgstede Mrs. Margaret Borgstede”

The petition alleges, however, that in fact the will was signed by testatrix and attested by the above-named witnesses on June 12, 1950. The answer denies this allegation.

. After overruling plaintiffs’ motion for a directed verdict submitted at the close of all the evidence, the trial court gave all the instructions requested by both parties. They submitted two issues of fact: (1) whether the will dated March 3, 1950, -was signed by Aurelia Carter and duly witnessed by Elmer and Margaret Borgstede on June 12, 1950, and (2) the mental capacity of Aurelia Carter to make a will on that date. Plaintiffs’ instructions directed that if the jury found the affirmative of both of those issues, then they should declare the instrument to be- the last will and testament of Aurelia Carter. Defendants’ instructions were the converse thereof.

Appellants contend that inasmuch as the will had attached to it a complete attestation clause, supplemented by the testimony of the attesting witnesses that it was duly executed by Aurelia Carter and that she was of sound mind when the same was executed, a prima facie case was made; that there was no evidence showing her mental *438 incapacity to make a will on June 12, 1950, or any other date; and that, therefore, appellants’ motion for a directed verdict should have been sustained; and that the court erred in admitting in evidence the certificate of the probate court rejecting the will.

Respondents contend that the burden of proving due execution by and mental capacity of Mrs. Carter remained upon appellants throughout the entire trial; that appellants pleaded and submitted the issue of a will executed on June 12, 1950; that the jury was at liberty to reject the whole of the testimony of any of appellants’ witnesses they believed testified falsely to a material fact; that appellants’ motion for a directed verdict did not state the grounds upon which it was predicated and must, therefore, be disregarded; that a jury issue was made by the evidence; and that the aforesaid certificate of rejection was properly admitted.

The testimony is voluminous, replete with vague innuendoes and conclusions, frequently partisan, and utterly irreconcilable. A concise statement of it cannot be made. Omitting immaterial, repetitious and cumulative testimony insofar as possible, we shall narrate such portions as are necessary to determine the issues of law here involved.

W. R. Dalton, whom the record showed to be an aged man, testified in behalf of plaintiffs: He is a practicing lawyer in St. Charles County and knew Aurelia Carter during her Lifetime. He wrote a will for her at her home on February 28, 1950. He also wrote the will in issue. According to his best recollection, it was written between the dates of May 15, and May 25, 1950. Aurelia asked him to date it back to February 28, 1950, but he refused to do so. He did, however, date it back to March 3, 1950.

On cross-examination, he stated: After he had written.the February will, Aurelia later sent for him and told him what she wanted with reference to the will in issue and he wrote it at his office in Wentzville. He also prepared a power of attorney from Aurelia to plaintiff Mabel' Morton sometime in 1950. It empowered Mabel to transact business for Aurelia. His recollection is that it was also dated back. His memory is “practically blank” as to how he sent the will in issue to Aurelia after writing it in Wentzville. He was not present when it was executed and witnessed. He represented the proponents of the will in issue when it was offered for probate in August, 1950. Mr. Waye (present counsel for plaintiffs) did not then represent them. He cannot recall when or how the executed will in issue came back to his office, but it was in his possession before the hearing in the probate court.

The testimony of Margaret and Elmer Borgstede was, in substance: They are husband and wife and lived on Aurelia Carter’s farm for about five years prior to. March, 1951, and had known her for about, ten years. They signed two wills for Aurelia, one on February 28, 1950, and the other (the will in issue) on June 12, 195CL They do not remember seeing the date set forth in the will in issue. Before signing-that will, Aurelia sent them a post card, (which they did not keep) to come to see her. When they arrived, she told them she had changed her will and asked them to-sign it. They saw her sign it, and they then signed it. She was of sound mind. They remember the date of signing the will in issue because Mrs. Borgstede wrote the date on a calendar when they returned home that evening. The calendar was then produced. It showed pen marks encircling-the date of June 12th and the words “Signed will”.

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Bluebook (online)
263 S.W.2d 435, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morton-v-simms-mo-1953.