Pearl v. Hatcher

61 P.2d 1335, 144 Kan. 549, 1936 Kan. LEXIS 124
CourtSupreme Court of Kansas
DecidedNovember 7, 1936
DocketNo. 32,993
StatusPublished
Cited by5 cases

This text of 61 P.2d 1335 (Pearl v. Hatcher) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pearl v. Hatcher, 61 P.2d 1335, 144 Kan. 549, 1936 Kan. LEXIS 124 (kan 1936).

Opinion

The opinion of the court was delivered by

Smith, J.:

In this action a will was offered for probate. The probate court refused to probate it. On appeal the district court also denied probation. The proponents of the will appeal from that order.

Mrs. Sophia Hooper had lived in Brown county. Her children, all of whom are concerned with this will, are Leon Hooper, Jessie Hooper, Winnifred Hooper, Frank Hooper and Ben Hooper. Ben Hooper was married to Lois Hooper, whose name we are mentioning for reasons that will presently appear.

Mrs. Hooper had lived on a farm in Brown county. In 1920 she [550]*550received $15,000 from the sale of this farm. This money was kept on deposit in the bank at Robinson, Kan. Mrs. Hooper had made her home for many years with her son, Ben, and his wife, Lois, and at the time of the making of the will in question was living with them. Her entire fortune consisted of a certificate of deposit for $6,000 and another for $3,000 in the Robinson bank. There was also some evidence of a joint bank account in the name of Sophia, Lois and Ben Hooper in which at times there had been as much as $4,000.

In 1928 Ben and Lois left Brown county and moved to California. They took Sophia with them.

On February 1, 1934, Sophia and Lois were alone together in the house in California. Sophia was past 92 years of age. She could see objects dimly, she could read the headlines of newspapers and could distinguish persons when they came into the room. She could distinguish the lines of ordinary print but could not distinguish the letters.

On the day mentioned, Sophia asked the advice of Lois about making her will. She was advised by Lois. Lois propped Sophia up in bed, procured writing materials, prepared a writing table on the bed, put the paper on it, gave Sophia the pen and kept her hand against the hand of Sophia while she wrote a letter. The letter was to F. M. Pearl, a lawyer at Hiawatha, directing him how to draw her will.

Mr. Pearl received this letter, proceeded to draw a will in accordance with the directions contained in it and forwarded it to Sophia in California. This will bequeathed to Ben Hooper the two certificates of deposit. It also contained a clause providing that in case Ben died before testatrix, leaving issue of his body, the certificates were to go to that issue, and if he left no issue then the certificates were to go to Lois. Some personal effects were then bequeathed to each of the other children. There was a residuary clause bequeathing the rest of the estate to the other children, but there was no residue. The certificates constituted the entire estate.

When the will arrived in California Lois called two witnesses who came to the bedside of Sophia and witnessed its execution. Lois propped Sophia up in bed, arranged a writing desk on the bed, put the pen in Sophia’s hand, put the point down on the paper, and kept her arm around Sophia while she signed the will. Lois testified that she did not touch her hand at this time. Lois also testified that [551]*551Sophia could not read, so she read the will to her. All this occurred February 22, 1934.

In January, 1935, Lois again propped Sophia up in bed, put the paper on the table, placed the pen in her hand and told her to write. Lois guided Sophia’s hand this time and she wrote to the banker at Robinson, Kan. This letter directed the banker to issue the certificates of deposit in Ben’s name. Under the same circumstances Sophia endorsed the certificates. They were then enclosed in a letter and forwarded to the bank. The new certificates were then issued and forwarded to California and were received and kept by Lois.

In February, 1935, Sophia died. Her body was cremated, but her ashes were not brought to Kansas until April. Ben testified that he did not know about the drawing of the will until he learned about it when it was offered for probate in April. After opposition to the will developed Lois said, “if I had any idea that they would contest the will I would, have fixed it so they couldn’t have got anything.”

F. M. Pearl was nominated executor in the will. On April 23, 1935, he filed a petition in the probate court for the probate of the will. The formal affidavits of the subscribing witnesses to the execution of the will were attached to the petition and introduced at the hearing.

Jessie Hatcher, whose maiden name was Jessie Hooper, and Winnifred Hooper objected to the probate of the will, and the probate court denied its admission to probate. This order was appealed to the district court.

In the district court the executor introduced the formal evidence of the execution of the will and rested. The children of Sophia who opposed the probate of the will then called witnesses for the purpose of showing that the will was written while Sophia was under restraint by Ben Hooper and Lois Hooper and was not the will of Sophia Hooper. The proponents introduced evidence about as it has been detailed here. The court made findings about as the facts have been detailed here and found in particular that while Sophia Hooper had sufficient mental capacity to make a will, she was very old and sick and was unduly influenced by her son and his wife to make the will in controversy, and that by reason thereof the same was not her will, and should not be probated. The district court denied probate. From that judgment this appeal is taken. The judgment also assessed the costs against the executor, F. M. Pearl.

[552]*552The main point argued by the appellants is that this was a proceeding wherein a will was offered for probate, and the court tried it on the theory that it was a proceeding to contest a will. The argument is that the proponents of the will, when the formal proof of execution was introduced, made a prima facie case and the burden was then upon the opponents of the probate of the will to show the restraint exercised upon Sophia. Appellants urge that there was not the slightest evidence of restraint.

Since the session of the legislature of 1905 the probating of a will has been an adversary proceeding. Except for the fact that no pleadings are required there is but little difference between the trial of a proceeding where the probate of a will is being resisted and the trial of an action to contest a will. Once the trial court in its discretion permitted the opponents of the will, to introduce evidence contradicting and discrediting proponents’ prima facie case the court properly proceeded to try the question of mental capacity and restraint. The subject is considered in McCarthy v. Weber, 96 Kan. 415, 151 Pac. 1103. There this court said:

“It is true, as plaintiff contends, that ordinarily the testimony of the subscribing witnesses makes a prima facie showing of competency and validity which warrants the admission of a will to probate. Originally only an ex parte probate was provided for, the application being made and the witnesses called by those interested in having the will admitted to probate. (Gen. Stat. 1868, ch. 117, sec. 12.) In 1905 the section was amended making the probating of a will an adversary proceeding. Now the court is required to subpoena not only the witnesses called by persons desiring to have the will probated, but also those requested by persons opposed to the admission of the will to probate; and it is further provided that the depositions of witnesses may be taken and used in the hearing in the same manner and to the same extent as is provided in the civil code. (Laws 1905, ch.

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Cite This Page — Counsel Stack

Bluebook (online)
61 P.2d 1335, 144 Kan. 549, 1936 Kan. LEXIS 124, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pearl-v-hatcher-kan-1936.