Porter v. Porter

1934 OK 356, 35 P.2d 938, 168 Okla. 645, 1934 Okla. LEXIS 67
CourtSupreme Court of Oklahoma
DecidedJune 12, 1934
Docket23714
StatusPublished
Cited by2 cases

This text of 1934 OK 356 (Porter v. Porter) 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
Porter v. Porter, 1934 OK 356, 35 P.2d 938, 168 Okla. 645, 1934 Okla. LEXIS 67 (Okla. 1934).

Opinion

McNEILL, J.

This case involves the question of whether a will shall be admitted to probate. The testator, A. S. Porter, a citizen of Grady county, Okla., died on June 24, 1924, leaving an estate in Grady county, Okla., consisting of real and personal property. It appears that said decedent, accompanied by his son, Alfred Lamar Porter, contestant herein, left his home in Oklahoma to visit at the home of his sister and brother-in-law in the city of Hamilton, county of Wentworth, Ontario, Canada; that he was in a sick condition when he arrived after a trip consisting of four days; that he received medical attention the day he arrived; that his health had been failing for several months prior to the time of his death, which apparently had been accentuated more or less by the death of his wife in August. 1928. He had received medical and hospital attention at St. Anthony’s Hospital in Oklahoma City from March 30, 1929, until May 18, 1929, and had returned to the hospital on May 27, 1929, and remained there for a period of four days. The medical history indicated that he was suffering from lymphosarcoma; that he was a man of about 54 years of age, and that his son was 17 years of age.

That on June '23, 1929, he executed a will at the home of his sister and brother-in-law in Canada by the terms of which he bequeathed to the sister at whose home he was staying and another sister residing at Hamilton, Ont., $2,000' each, and to a sister of his deceased wife residing in Greencastle, Ind., the sum of $2,000, and an additional $1,000 to the spinster sister at Hamilton, Ont., who was to act as guardian of his son, and the balance of said estate was left to said son, who was not to receive the same until he was '25 years of age. The will is regular in form and not ambiguous in its terms. It also appears that decedent had a brother who visited him at the home of his sister where he was visiting, and who also witnessed the will of the said decedent. Said decedent did not make this brother a legatee or devisee under the will. It also appears that the will was prepared in the home where said decedent died by an attorney who had been summoned to write the will.

On July 22, 1929, Eliza Porter, a sister of said decedent, filed in the county court of Grady county her petition for the probate of said will of said decedent. Thereafter, on August 23, 1929, Alfred Lamar Porter, the son, filed his contest to the probate of said will on three grounds:

(1) Incompetency.

(2) Undue influence.

(3) Not properly executed.

The proponent of said will filed an answer to said contest in the way of a general denial. On September 3, 1929, the contest was tried in the county court of said Grady county, and judgment was rendered denying the probate of the will. Erom this judgment an appeal was lodged in the district court. The contestant requested the privilege of a trial by jury, and suggested the following interrogatories as determinative of the issues:

“1. Did the deceased, A. S. Porter, at,, the time of the execution of the cont.es:ed will herein, have testamentary capacity (o execute a will? That is to say, did he then know what he was doing and did he (hen understand the consequences of his act?
“2. Was the deceased, A. S. Porter, at the time of the execution of the contested will herein acting under undue influence, menace or duress? That is to say, was the will which he executed so executed because of the undue influence, menace or duress of some - one else.”

'A jury trial was had and the jury found in favor of the contestant on the ground of incompetency and undue influence, and judgment was rendered in. accordance with said findings. The proponents of the will have perfected their appeal to this court.

The proponents of the will have presented testimony of great weight upon the question of competency and undue influence. The expert medical testimony appears to be of the very highest character, as well as that of the attorney who drafted the will, and nothing is shown derogatory of the character of decedent’s relatives who waited upon him in his last illness. If the will of the decedent was not emanated from a free will without influence of others and was not the voluntary act of the testator, the will should not stand. In determining these questions, the facts and circumstances surrounding the conduct, behavior, and mental condition of the (estator at the time of the execution of said will must be considered, but this does not pre *647 elude a consideration of these facts extending over a long period of time.

We consider it unnecessary to set out in detail the evidence of the proponents and contestant. The only purpose it could serve would be to show that the same was conflicting. The question of mental capacity and question of undue influence are issues of fact determinable from a consideration of the behavior and mental capacity of a testator extending over a long period of time, and'should not be confined strictly to the time of the execution of a last will and testament Page on Wills, par. 702, p. 1180.

In this case the county court denied the probate of the will in question. The district court presented the question of mental capacity and the question of undue influence to the jury. The jury was simply advisory to the court. The trial court is not bound by the findings of the jury and cannot defer its own judgment and peculiar responsibility in an action of this character where the contestant seeks to have the probate of a will denied by invoking the powers of a court of equity.

In the instant case the jury answered the interrogatories submitted to it as to the mental capacity and undue influence exerted upon decedent in favor of contestant. The trial court approved these advisory findings. The trial court under this evidence could have-found in favor of the proponents of the will instead of in favor of the contestants. Had there-been such a finding, we would not be justified in setting the same aside. We have adhered to the rule that a case of this kind and character is an equitable action, and that the judgment of the district court in such an action shall stand unless against the clear weight of the evidence. In re Anderson’s Estate, 142 Okla. 197, 286 P. 17.

The action is not tried de novo in this court, but we are called upon to review the judgment of the trial court on appeal. In the ease of Bell et al. v. Skinner, 289 P. 965, the Supreme Court of Kansas, in an action to set aside a will and the probate thereof on the ground that at the time of its execution the testator was incompetent to make it and its making and execution were effected by undue influence by the principal beneficiary, in its syllabus, paragraphs 1 and 2, said:

“1. Rule followed that a trial court’s determination of issuable and controlling facts will not be disturbed on appeal, where such determination is supported by substantial though controverted evidence.
“2. Rule followed that the trial court is not bound by the verdict and special findings of an advisory jury, and held that, where such verdict and findings are disapproved, it is the trial court’s duty t.o set- them aside and to enter such judgment as its own interpretation of the evidence and determination of the facts will warrant.”

In the-body of the opinion, the court said:

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Related

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1937 OK 529 (Supreme Court of Oklahoma, 1937)
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Bluebook (online)
1934 OK 356, 35 P.2d 938, 168 Okla. 645, 1934 Okla. LEXIS 67, Counsel Stack Legal Research, https://law.counselstack.com/opinion/porter-v-porter-okla-1934.