Thomason v. Daniel

13 N.W.2d 141, 144 Neb. 300, 1944 Neb. LEXIS 28
CourtNebraska Supreme Court
DecidedFebruary 25, 1944
DocketNo. 31592
StatusPublished
Cited by4 cases

This text of 13 N.W.2d 141 (Thomason v. Daniel) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Thomason v. Daniel, 13 N.W.2d 141, 144 Neb. 300, 1944 Neb. LEXIS 28 (Neb. 1944).

Opinion

Carter, J.

This is an appeal by Charles Thomason, proponent and executor of the will of J. C. Thomason, deceased, from a verdict and judgment finding that the testator was incompetent to make a will.

It appears that J. C. Thomason, commonly referred to in the evidence as Carl Thomason, was past the age of 78 years when he executed his will on March 6, 1941. He died on April 11, 1942. On June 5, 1942, the county court of Dawson county admitted the will to probate and an appeal was taken to the district court by Mary Elizabeth Daniel, the granddaughter of the testator. From a verdict and judgment finding the testator to have been incompetent when he executed his will the proponent appeals.

The record shows that Carl Thomason left surviving him two brothers, Charles and Jimmie; two half brothers, Robert and'Jake; a half sister, Mary Ann Anderson; his granddaughter, Mary Elizabeth Daniel; and a great-granddaughter, Joe Eller Daniel. By his will he gave $200 to his brother Jimmie; to his two half brothers, Robert and Jake, $200 each; to his half sister, Mary Ann Anderson, $200; to his granddaughter, Mary Elizabeth Daniel, $1; to his great-granddaughter, Joe Eller Daniel, $1; and to his brother Charles and his wife Augusta, the residue of the estate in equal shares.

The evidence shows that Carl Thomason was born in Camel county, Kentucky, and lived in or near Glasgow, Barren county, Kentucky, most of his life. He engaged in farming, dealt some in real estate and engaged in other [302]*302ventures which enabled him to accumulate considerable property, the exact amount of which the record does not disclose. He was married three times. He had a daughter by his first wife, who is known in this record as Bess Atkinson. Mrs. Atkinson was the mother of Mary Elizabeth Daniel. He had a son by his second wife who passed away in a Veterans’ Hospital at the close of the first World War. Carl Thomason continued to live in Kentucky until his third wife passed away in 1938. At that time his daughter, Bess Atkinson, was managing a store in Dalhart, Texas. Arrangements were made for Carl to go to Dalhart, Texas, to live with his daughter. For approximately 19 months they lived together at the Gushwa Hotel in Dalhart. In 1940 Mrs. Atkinson accepted the management of a store at Alliance, Nebraska, and in August of that year Carl Thomason also went to Alliance to live with his daughter. Shortly thereafter Mrs. Atkinson was taken ill, was taken back to Dalhart and in January, 1941, she passed away. Thereafter Carl lived with his granddaughter, Mary Elizabeth Daniel, for a short period and then requested Charles Thomason, his brother, to come and take him to his home in Cozad, Nebraska. This was done and Carl Thomason thereafter lived with Charles Thomason and his wife Augusta until his death.

The evidence produced resolved itself into a question as to the competency of Carl Thomason to make a will on March 6, 1941. The proponent produced the four persons who witnessed the execution of the will and signed-as attesting witnesses, each of whom testified that they knew the testator during the 15 months he lived in Cozad and to facts indicating that testator was competent to make a will. Many other persons who knew the testator while he lived in Cozad testified to similar effect. The testimony of several witnesses who knew him for many years when he lived in or near Glasgow, Kentucky, was to similar effect. It cannot be questioned, and the appellee so concedes, that the evidence produced by the proponent is sufficient, if believed by the jury, to sustain the competency of the testator to make [303]*303the will. It is urged by the contestant, however, that the evidence on the question of testator’s competency is conflicting and, consequently, a question for the jury. The material questions to be decided are, first, is the evidence of the contestant sufficient to sustain the finding of the jury, and second, if so, is the record free from error prejudicial to the rights of the proponent?

The evidence tending to show the incompetency of Carl Thomason was largely that of witnesses who knew him while he lived at the Gushwa Hotel in Dalhart, Texas. He lived at this hotel from October, 1938, to May, 1940. From May, 1940, to August, 1940, he and Mrs. Atkinson resided with Mary Elizabeth Daniel near Dallas, Texas. The evidence of these witnesses is generally to the effect that his mind rambled, that he had difficulty concentrating his thoughts, that he was inclined to talk in circles and make contradictory statements, that he acted rather foolish' and childish at times, that he had moody and depressed spells, that he was very eccentric, that on one occasion he attempted to commit suicide with a gun, and many other similar statements tending to establish incompetency. Some of these witnesses testified, however, that testator was incompetent only at times while he lived in Dalhart.

There is much evidence in the record tending to show that Carl Thomason was competent to make a will during the time he lived at Cozad. The evidence shows generally that he continued to be mentally competent up to the very day of his death. One witness, C. T. Young, president of the local bank and an attesting- witness to the will, testified that he was well acquainted with the testator through daily contact and from conversations and business transactions which he detailed. He was of the opinion that Carl Thomason was thoroughly competent prior to and at the time of the execution of the will. After a similar recitation of facts W. E. Young, cashier of the local bank and an attesting witness to the will, testified that Carl Thomason understood thoroughly the transactions pertaining to his business and that he knew exactly what he wanted done.

[304]*304The only evidence in the -record coming from a physician is that of Dr. L. H. Fachtman of Cozad. The testator called at his office in April or May, 1941, regarding a minor disability, at which time a rather extended examination and consultation was had. The doctor’s evidence is to the effect that Carl Thomason was at that time mentally competent. His testimony was also to the effect that any despondency or mental incapacity evidenced while he was in Dalhart, Texas, had disappeared. This witness stated that despondency and mental shock are not unusual in persons following the death of a wife, husband or other close relative and that they have a tendency to continue until the persons become better reconciled and compensated to new surroundings and new environments. It was the opinion of Dr. Fachtman that Carl Thomason had entirely recovered from the condition testified to having existed in Dalhart, Texas, at the time he examined him in his office.

Many other witnesses were called who had known the. testator while he lived at Cozad and their evidence was all to the effect that he was mentally competent. The only possible exception is the evidence of Jimmie Thomason that Carl was not himself, that he was not jolly and was not telling stories as usual. This was not, of course, evidence of testamentary incapacity.

From an examination of all the evidence we conclude that Carl Thomason, at the time he made his will, understood what he was doing, knew the extent of his property, remembered all of his relatives, understood the disposition he was making of his property, and was cognizant of the natural objects of his bounty.

There is evidence in the record as to the reasons he apparently had for giving- the bulk of his property to his brother Charles and wife. It appears that he had given his daughter, Mrs.

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Bluebook (online)
13 N.W.2d 141, 144 Neb. 300, 1944 Neb. LEXIS 28, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomason-v-daniel-neb-1944.