Thompson v. DeVoe

144 N.W.2d 188, 180 Neb. 654, 1966 Neb. LEXIS 583
Nebraska Supreme Court·Decided July 22, 1966·No. No. 36215·Published·Cited by 1 cases

Opinion

Carter, J.

This is an appeal from a judgment of the district court for Keith County allowing the amounts due on two promissory notes payable to Nelle B. Thompson as valid claims against the estate of William M. Thompson, deceased.

Nelle B. Thompson, the claimant, is the widow of William M. Thompson. The latter died on July 24, 1962. The will of William M. Thompson was admitted to probate on September 13, 1962, and Harold M. DeVoe was appointed executor of the estate. Claimant filed two notes as claims against the estate of William M. Thompson, the first dated July 29, 1957, payable to claimant 1 year after date in the amount of $8,320 with interest at 4 percent per annum; and the second dated October 21, 1958, payable to claimant 1 year after date in the amount of $8,000 without interest. No payments were shown on the notes. The two' notes were signed by the deceased., the signatures being admitted by the parties as those of William M. Thompson. The executor filed objections to both claims. The claims were disallowed in the county court and claimant appealed to the district court.

On the trial in the district court the only witness who testified was Nelle B. Thompson, the widow of William M. Thompson and the payee in the notes. All of her evidence was objected to as being incompetent under the dead man’s statute, section 25-1202, R. R. S. 1943.

Nelle B. Thompson was permitted to testify substantially as follows: She is the widow of William M. Thompson, deceased. She saw the notes when they were made out in her home. She thinks she placed them in a joint lock box which she and her husband had in a bank, in Brule, Nebraska. She found the notes in the joint lock [656] box in going through her papers after her husband’s death. She took the notes from the lock box and delivered them to her attorney, who filed claims thereon in the county court. At the completion of claimant’s testimony the notes were received in evidence. The notes have since been in the custody of the courts and appear in the bill of exceptions filed in this court.

It is the contention of the executor that the evidence of the widow of William M. Thompson is incompetent under section 25-1202, R. R. S. 1943. This statute provides in part: “No person having a direct legal interest in the result of any civil action or proceeding, when the adverse party is the representative of a deceased person, shall be permitted to testify to any transaction or conversation had between the deceased person and the witness,” subject to certain exceptions not pertinent to the instant case. The widow clearly had a direct legal interest in the result of the suit and is a person excluded by the statute as incompetent to testify to any transaction or conversation between the widow and her deceased husband. Kroh v. Heins, 48 Neb. 691, 67 N. W. 771; In re Estate of House, 145 Neb. 866, 18 N. W. 2d 500, 159 A. L. R. 401; Fincham v. Mueller, 166 Neb. 376, 89 N. W. 2d 137.

The evidence of the widow in the instant case was for the purpose of showing her possession of the notes at the time of the death of William M. Thompson, or that the notes were delivered to her in her lifetime. Such evidence on the part of a person having a direct legal interest in the result of a civil action is incompetent. Russell v. Estate of Close, 79 Neb. 318, 112 N. W. 559; In re Estate of Hoagland, 126 Neb. 377, 253 N. W. 416; In re Estate of Tynan, 142 Neb. 671, 7 N. W. 2d 628. The evidence of the widow at least infers a delivery of the notes to her and that she has lawful possession of the same. Any evidence by the widow which infers delivery or lawful possession of the notes is incompetent, it being a transaction with the deceased. The evidence is incom[657] petent and the trial court was in error in admitting the same. Consequently, we have a record without direct evidence of the delivery of the notes to the widow in her lifetime, admittedly an essential element of the execution of a valid note. The issue then resolves itself into a question as to where the burden of proof lies.

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Thompson v. DeVoe, 144 N.W.2d 188, 180 Neb. 654, 1966 Neb. LEXIS 583 (Neb. 1966).

144 N.W.2d 188 (Thompson v. DeVoe) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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