Toombs v. Matthesen

1952 OK 89, 241 P.2d 937, 206 Okla. 139, 1952 Okla. LEXIS 523
CourtSupreme Court of Oklahoma
DecidedMarch 4, 1952
Docket34574
StatusPublished
Cited by7 cases

This text of 1952 OK 89 (Toombs v. Matthesen) 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
Toombs v. Matthesen, 1952 OK 89, 241 P.2d 937, 206 Okla. 139, 1952 Okla. LEXIS 523 (Okla. 1952).

Opinion

DAVISON, J.

This is an appeal from a judgment of the district court of Cleveland county sustaining the judgment of the county court admitting the will of Ewald Matthesen, deceased, to probate. Roberta Toombs, Katherine M. Dyer, Sam Zellar, Jr., and Bernard Matthesen, Jr., contestants, will be referred to as plaintiffs and George Mat-thesen, executor of the estate of Ewald Matthesen, deceased, will be referred to as defendant, in accordance with the provisions of 58 O. S. 1941 §41.

Ewald Matthesen died on the 23rd day of December, 1948, at about the age of 83, leaving as heirs at law, Birdie May Matthesen, his wife by a second marriage, the defendant, and four grandchildren, the plaintiffs above referred to. Three of the plaintiffs were the children of a deceased daughter of the testator, and the fourth plaintiff, Bernard Matthesen, Jr., was the child of a deceased son of the testator. Under the terms of the will, which is here under consideration, the entire estate of the testator, which amounted to more than $28,500, would be divided *140 between the testator’s widow and defendant, his only surviving child, to the exclusion of the plaintiffs. The widow would take a portion equal to the portion she would take under the laws of succession, i. e., one-fourth, and the defendant would take the balance.

In October, 1947, the testator suffered a stroke, after which it was necessary for him to be attended by nurses. In January thereafter, the defendant started looking after his father’s business. During that time, the defendant wrote, or caused to be written, a letter to the Treasury Department of the United States wherein it was stated that certain bonds issued in the name of Ewald Matthesen were lost and requested the issuance of duplicate bonds in the names of Ewald Matthesen and George Matthesen. In reality these bonds were in a safety deposit box rented by Mrs. Matthesen. Upon learning of this letter, the plaintiffs filed a petition in the county court of Cleveland county, asking that a guardian be appointed for the testator. George Matthesen appeared therein opposing the appointment of a guardian. On April 20, 1948, letters of guardianship were issued and George Matthesen was appointed guardian.

After the appointment of guardian, the testator asked the defendant if he could make a new will, whereupon the defendant took the testator to see Mr. Ben Huey, an attorney in Norman, Oklahoma. Several days later, on May 3, 1948, the testator and the defendant returned to Norman and were taken by the attorney to the office of Dr. W. T. Mayfield, a medical doctor, and the testator was there examined by Dr. Mayfield and Dr. J. A. Reiger, assistant superintendent of Central State Hospital at Norman, Oklahoma. This examination was made in the private office of Dr. Mayfield with only the two doctors and the testator present. After the examination was completed, the will was signed by the testator and the attorney and two doctors, as witnesses.

The plaintiffs rely upon eight assignments of error, presented by their brief under the following propositions:

“Testamentary capacity of the deceased is a question of fact, and the presence or absence of such testamentary capacity should be determined by the acts, conduct and declarations of the deceased both before and after the making of a will.
“The activities of the executor in connection with the making of the will, and the benefits to him under the will, together with his confidential relationship with the testator raises a presumption of undue influence and coercion; and this presumption coupled with circumstances shown in the case establishes that this is in effect the will of the executor rather than that of the testator.
“The activities of the executor, prior to the execution of the will, raises a presumption of undue influence and when the presumption is raised the burden of proof shifts from the contestants to the proponent.”

It is an established rule of law that a will contest is a case of equitable cognizance, and that, on appeal, this court will examine the whole record and weigh the evidence; but the findings and judgment of the district court will not be disturbed, unless such findings and judgment are against the clear weight of the evidence. In re Anderson’s Estate, 142 Okla. 197, 286 P. 17.

The district court found that the testator “was possessed of testamentary capacity,” and concluded as a matter of law that he “did possess testamentary capacity on May 3, 1948.”

The record of the guardianship of Ewald Matthesen was introduced into evidence, wherein it was shown that the court found Ewald Matthesen to be an incompetent person and a guardian was appointed; and that the testator was not restored to competency prior to his death. In the case of In re Wheeling’s Estate, 198 Okla. 81, 175 P. 2d. 317, this court held:

*141 “An adjudication of a testator’s mental incompetency to manage his property is to be considered in the determination of his testamentary capacity, but such evidence is not conclusive proof thereof.”

There was also testimony to the effect that after the testator suffered the first stroke in October, 1947, he would tear his clothing, and on one occasion he disrobed in the presence of women; that he would put on and remove his shoes continually; that he cut a mole from his nose and knives had to be kept from him; that he would stand in the yard and call for neighbors so loud that he could be heard four blocks away; that he would remember signing something, but would not remember what is was that he signed; that he called one of the plaintiffs by the name of her deceased mother and could not understand that she was his granddaughter, but later cried because he did not know her; and of other unnatural acts. Several of the witnesses for the plaintiffs testified that the testator “had good days and bad days” and that he was rational at times and at other times irrational. Testator’s widow, a witness for plaintiffs, testified that he knew her and his grandchildren. Dr. Mayfield, who signed the will as a witness, testified that he and Dr. Rieger examined the testator with regard to his mental capacity just prior to the execution of the will; that as a result of his examination it was his opinion that the testator had sufficient mental capacity to understand what he was doing; that he knew the provisions of the will; that he knew what he wanted to do and that the provisions of the will coincided with the wishes of the testator. Dr. Rieger, testified that it was his opinion that the testator was competent to make a will, that his orientation was good, that he knew what he was doing, and that he gave the reason why he wanted it done that way.

In the case of In re Mason’s Estate, 185 Okla. 278, 91 P. 2d 657, it was said:

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Cite This Page — Counsel Stack

Bluebook (online)
1952 OK 89, 241 P.2d 937, 206 Okla. 139, 1952 Okla. LEXIS 523, Counsel Stack Legal Research, https://law.counselstack.com/opinion/toombs-v-matthesen-okla-1952.