Peterson v. Logan

107 P.2d 25, 16 Cal. 2d 573, 1940 Cal. LEXIS 335
CourtCalifornia Supreme Court
DecidedNovember 12, 1940
DocketSac. 5300
StatusPublished
Cited by123 cases

This text of 107 P.2d 25 (Peterson v. Logan) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Peterson v. Logan, 107 P.2d 25, 16 Cal. 2d 573, 1940 Cal. LEXIS 335 (Cal. 1940).

Opinions

CURTIS, J.

Hobart L. Arnold died on June 3, 1937, leaving what purported to be an holographic will, dated May 6, 1936, which reads as follows:

“May 6th, 1936
“I, Hobart L. Arnold of Santa Rosa Sonoma County California, being of sound and disposing mind and memory, and not acting under undue influence of any person whomsoever, do make, publish and declare this to be my last Will and testament. I am single. I have no children.
“I do give and bequeath by property to the persons named in this will.
“To Earl W. Peterson of Modesto One Thousand Dollars. To Walter Staley of South Laguna Orange County, One Thousand Dollars. To Florence Wells Lancini One Thousand Dollars. To Dresse Wells Five Hundred Dollars. To Lois Hardisty of Santa Rosa Five Hundred Dollars. To Mabel Baudau of Windsor One Thousand Dollars. To Mrs. M. A. Parrish of 641 Sonoma Ave Santa Rosa One Thousand Dollars. To Frances Carrington of Rincon Valley and Vera Logan of 925 Wright st. Santa Rosa I leave the rest of my estate to share alike of what Stocks, Bonds Real estate Personal or whatever I may own at the time of my death. I appoint Frances Carrington and Vera Logan as Executrixs of my Estate without bonds.
“Signed this 6th day of May, 1936.
“Hobart L. Arnold."

[576]*576The decedent was a widower at the time of his death. He left no children or other descendants, and his nearest relative was the said Earl W. Peterson, a nephew of said deceased, and, as stated above, one of the beneficiaries under said will.

Upon the filing of this instrument for probate as the last will of said deceased by Frances Carrington and Vera Logan, a contest was instituted by the nephew Earl W. Peterson upon the ground of undue influence, and unsoundness of mind of said deceased. At the trial of said contest, the court granted a nonsuit as to the issue of undue influence and denied a motion for nonsuit as to the issue of unsoundness of mind. Evidence was introduced by the respective parties in support of the issue of unsoundness of mind and at the close thereof counsel for proponents, Frances Carrington and Vera Logan, moved the court for a directed verdict in favor of proponents, which motion was denied by the court.

After a verdict of the jury in favor of the contestant finding the deceased not to be of sound and disposing mind, the court granted a motion for judgment in favor of proponents notwithstanding the verdict, and entered an order admitting the purported will to probate as the last will and testament of said deceased, and appointing proponents the executrices of said will. From this judgment the contestant has appealed on the ground that the court erred in granting a nonsuit as to the issue of undue influence and also erred in granting proponents’ motion for judgment notwithstanding the verdict of the jury in favor of contestant as to the issue of unsoundness of mind. It is the contention of the contestant that there is sufficient substantial evidence in support of each of these two issues to entitle the contestant to have these two issues passed upon by the jury.

We will first direct our discussion to the order granting proponents’ motion for a nonsuit. The rule applicable to motions of this character is well established and was correctly stated in our recent decision in the Estate of Flood, 217 Cal. 763 [21 Pac. (2d) 579], where, in an opinion written by Mr. Justice Langdon, it is said (p. 768) : “It has become the established law of this State that the power of the Court to direct a verdict is absolutely the same as the power of the Court to grant a nonsuit. A nonsuit or a directed verdict may be granted ‘only when, disregarding conflicting evidence and giving to plaintiff’s evidence all the value to [577]*577which it is legally entitled, herein indulging in every legitimate inference which may be drawn from that evidence, the result is a determination that there is no evidence of sufficient substantiality to support a verdict in favor of plaintiff if such a verdict were given’.”

This rule has been approved and followed by this court so often that it seems almost unnecessary to again refer to it. Among the many cases that have expressly sanctioned this rule, the following may be listed: Umsted v. Scofield Eng. Const. Co., 203 Cal. 224, 228 [263 Pac. 799] ; Newson v. Sawley, 205 Cal. 188 [270 Pac. 364] ; Mitchell Camera Corp. v. Fox Film Corp., 8 Cal. (2d) 192, 197 [64 Pac. (2d) 946].

In an action to set aside a will of a deceased person on the ground of undue influence, it is necessary to show that the influence was such as, in effect, to destroy the testator’s free agency and substitute for his own another person’s will. (Estate of Motz, 136 Cal. 558, 583 [69 Pac. 294].) Evidence must be produced that pressure was brought to bear directly upon the testamentary act. (In re McDevitt, 95 Cal. 17, 33 [30 Pac. 101].) Mere general influence, however strong and controlling, not brought to bear upon the testamentary act, is not enough; it must be influence used directly to procure the will, and must amount to coercion destroying free agency on the part of the testator. (Estate of Keegan, 139 Cal. 123, 127 [72 Pac. 828].) It is further held that mere opportunity to influence the mind of the testator, even coupled with an interest or a motive to do so, is not sufficient. (Estate of Easton, 140 Cal. App. 367, 371 [35 Pac. (2d) 614].)

“The unbroken rule in this state is that courts must refuse to set aside the solemnly executed will of a deceased person upon the ground of undue influence unless there be proof of ‘a pressure which overpowered the mind and bore down the volition of the testator at the very time the will was made’.” (Estate of Gleason, 164 Cal. 756, 765 [130 Pac. 872].)

We will examine the evidence in this case adduced on behalf of this contestant in an effort to ascertain, in the light of the above ruling, whether it was sufficient to require the court to submit to the jury the issue of undue influence.

It is the contention of the contestant that the residuary legatees under said will so unduly and improperly influenced the testator to make said will in their favor as to the residue of this estate as to render the will of no legal effect. The [578]*578amount of the estate, which the two residuary legatees would receive, is at least $20,000. Neither of these two women was related to the testator either by marriage or consanguinity, while the contestant was his nephew and his only heir at law. Hobart L. Arnold, at the time of his death, was living at the home of the proponent, Vera L. Logan. On that day Mrs. Logan and a man named Wedell had gone to Oakland and when they returned to her home in Santa Rosa, they found Arnold lying on the bed in his bedroom dead. Whether he died as a result of the excessive use of intoxicating liquor or not is an unsolved question in the case. The cause of his death is not, however, of any material consequence. Mr. Wedell searched Arnold’s body and took possession of what money he had which was only a few dollars. Mrs. Logan took a billfold from one of Arnold’s pockets and took it to an attorney who opened it and found, in an envelope therein, the will which is now the subject of this controversy. The will as noted above bore date of May 6, 1936, over a year prior to the time of Arnold’s death.

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Bluebook (online)
107 P.2d 25, 16 Cal. 2d 573, 1940 Cal. LEXIS 335, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peterson-v-logan-cal-1940.