Neil v. Neil

226 P. 439, 111 Or. 282, 1924 Ore. LEXIS 136
CourtOregon Supreme Court
DecidedMay 27, 1924
StatusPublished
Cited by12 cases

This text of 226 P. 439 (Neil v. Neil) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Neil v. Neil, 226 P. 439, 111 Or. 282, 1924 Ore. LEXIS 136 (Or. 1924).

Opinion

McBREDE, C. J.

A preliminary question was raised as to the validity of the appeal from the County Court to the Circuit Court and from the Circuit Court here, on the ground that the testimony taken before the County Court was not filed with the clerk of the Circuit Court and was not certified up by the clerk of the Circuit Court upon the appeal from that court to this. The whole proceedings show that the transcript of the testimony was in the possession of the Circuit Court on the trial, and that no objection was made by the attorneys for the contestant at the time, and that it was considered by the circuit judge as though it had been properly filed. The affidavit of the attorneys for proponents satisfies us that the clerk of the Circuit Court had instructions to file it in that court and that, while his file-marks were probably not put upon it, it was actually so filed; the clerk of the Circuit Court being also ex-officio clerk of the County Court. We think that, irrespective of any technical indorsement of filing, the transcript was actually on file in the Circuit Court and was so treated by all the parties at the trial, and we shall so treat it here.

The main question here is as to the sufficiency of the execution of the instrument called “Gift and Assignment.” Briefly stated, the objections by contestant are: (1) that the instrument attempted to be probated as a will was not the will of the decedent; (2) that it was not a will at all; (3) that it was never intended as a will by L. A. Neil, deceased; (4) that it was never declared by him to be his last will and testament; (5) that it was never executed by him in the presence of witnesses as required by law; (6) that at the time of the execution of the instrument he had no intention of execut[289]*289ing a will; (7) that at that time he was not competent to make by will testamentary disposition of his property.

Taking the last ground of contest first, we will say that it appears plainly from the testimony that the deceased was perfectly competent to make a will. He was a man of large affairs, the owner of considerable property, had been a director in the bank at Ashland, and no attempt to impeach his mental capacity was made at the trial, so the seventh objection may be deemed to be waived.

The next question is whether the instrument entitled "Gift and Assignment” is in its nature testamentary. This appears so clearly that it can hardly be the subject of discussion. It is not a present conveyance, because on its face it is to take effect only upon the death of the grantor. It purports to convey all the property of the deceased, both real and personal, of which the deceased might die seized and possessed. It provides that, if one of the three beneficiaries should die before the testator, the share of such one should go to the survivor or survivors of the three principal beneficiaries. It provides that the funeral expenses shall be first paid. It provides for the payment to Elmo Neil of the sum of $50, with the statement that he had theretofore had his share of the testator’s property. It also provides that the deeds to the real estate should be delivered to the grantees therein named. In short, it has every characteristic of a will, except that it is not so designated. We take it to be clearly the law that it makes no difference what the maker of the instrument calls it, so long as it. evinces the intention of disposing of his property after his death, and that it is a will if it is accompanied by [290]*290the formalities necessary to make it such: Beebe v. McKenzie, 19 Or. 296 (24 Pac. 236); Sappingfield v. King, 49 Or. 102 (89 Pac. 142, 90 Pac. 150, 8 L. R. A. (N. S.) 1066); Burlington University v. Barrett, 22 Iowa, 60 (92 Am. Dec. 376); Crocker v. Smith, 94 Ala. 295 (10 So. 258, 16 L. R. A. 576).

As remarked by Mr. Schouler (Schouler’s Wills and Administration, Sections 265 and 266):

“No particular testamentary form can be insisted upon, provided the maker of the instrument intended it to operate only at or after his death, and the instrument be executed with such formalities as local legislation may have imposed. Testamentary intention, in other words, or rather an intention whose effect is to create a testament, entitles the instrument to probate, however inartificial its form, subject only to such restraints as legislation may have seen fit to impose, for the better prevention of fraud and perjury. (Sec. 265.)
“The effect of such informal instrument being to give a posthumous destination to the maker’s property, any contrary title or designation which he may have given does not prevent the court from treating it as a will. * * ” (Sec. 266.)

It only remains, therefore, to consider whether the instrument was executed with the formalities necessary under our statute to constitute a will. Our statute is very liberal in regard to the formalities required to make a will, and the validity of the execution of it must be tested exclusively by the statute and not by common-law rule. Section 10095, Oregon Laws, provides:

“Every will shall be in writing, signed by the testator, or by some other person under his direction, in his presence, and shall be attested by two or more competent witnesses, subscribing their names to the will, in the presence of the testator.”

[291]*291We think the evidence greatly preponderates in favor of the position of proponents, that this will was signed by the testator and witnessed by Mr. G. C. McAllister and Mr. L. A. Roberts, in the presence of the testator, and at his actual or implied request. Mr. McAllister testified as follows:

"Q. State whether or not Mr. Neil requested you and the other witness to sign these instruments as witnesses. * * A. He requested me to sign as a witness; I can’t say as to the other witness.
"Q. The other witness — was the other witness present and did he sign in Mr. Neil’s presence? A. It is my recollection that he did.
"Q. And did Mr. Neil sign in the presence of the witnesses, do you remember? A. He signed in my presence, I am sure, and I think in the presence of the other witness. I might say I — perhaps it was like this: That we were in an adjoining room to the one that Mr. Roberts was in, and that I simply called on Mr. Roberts and told him that Mr. Neil was signing certain papers.
"Q. In whose presence did you say that? A. In the presence of Mr. Neil and Mr. Roberts.
"Q. And Mr. Roberts signed in that way, did he? A. Yes, he signed in that way.”

Part of the testimony of Mr. Roberts is as follows:

"Q. Where was your office with reference to Mr. McAllister’s? A. Well, it was adjoining.
"Q. With open door between? A. With open door between. * *
"Q. Well, now, I am handing you proponents’ exhibits 1, 2, 3, 4, and 5, and I want you to look at the signatures there as witnesses, and state whether or not the signature £L. A. Roberts’ to each one of those instruments is your individual signature. A. My signature is there as a witness in each of those exhibits.
"Q. Do you recall the circumstances of your signing them? A. I do not.
[292]*292“Q. Mr.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Walker v. Walker
929 P.2d 316 (Court of Appeals of Oregon, 1996)
Vsetecka v. Novak
478 P.2d 655 (Court of Appeals of Oregon, 1971)
Wishard v. Turner
478 P.2d 438 (Court of Appeals of Oregon, 1970)
Dodge v. Smith
413 P.2d 431 (Oregon Supreme Court, 1966)
Nunley v. Willcutt
273 P.2d 391 (Montana Supreme Court, 1954)
In Re Woodburn's Estate
273 P.2d 391 (Montana Supreme Court, 1954)
Estate of Verd Hill v. Henderson
256 P.2d 735 (Oregon Supreme Court, 1953)
Christofferson v. Christofferson
190 P.2d 928 (Oregon Supreme Court, 1948)
In Re Davis' Will
142 P.2d 143 (Oregon Supreme Court, 1943)
Allenbach v. Ridenour
279 P. 32 (Nevada Supreme Court, 1929)
In Re Estate of Shaff
266 P. 630 (Oregon Supreme Court, 1928)

Cite This Page — Counsel Stack

Bluebook (online)
226 P. 439, 111 Or. 282, 1924 Ore. LEXIS 136, Counsel Stack Legal Research, https://law.counselstack.com/opinion/neil-v-neil-or-1924.