Trombly v. McKenney, Ex.

228 P.2d 417, 191 Or. 90, 1951 Ore. LEXIS 187
CourtOregon Supreme Court
DecidedMarch 7, 1951
StatusPublished
Cited by18 cases

This text of 228 P.2d 417 (Trombly v. McKenney, Ex.) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Trombly v. McKenney, Ex., 228 P.2d 417, 191 Or. 90, 1951 Ore. LEXIS 187 (Or. 1951).

Opinion

TOOZE, J.

*93 This is a proceeding to contest the will of the late Mary Scott, who died at Salem, Oregon, on July 31, 1948, at the age of 79 years. The contestants are Frank Trombly, a brother, Maggie Meier, a sister, Claude McKenney, a nephew, and Maggie McKenney Clark, a niece, of decedent. The proponents are Wade F. McKenney, a nephew of decedent, and Hazel McKenney, his wife, who are chief beneficiaries under the will. The defendants are Clara Scott, a sister-in-law, and William Marlatt, a grandnephew, of decedent, and Edward Hobart, sexton of Miller Cemetery, named as legatees in said will.

On August 6, 1948, Frank Trombly and Maggie Meier filed their petition in the circuit court for Marion county for the appointment of Maggie Marlatt, a niece of decedent, as administratrix of the estate of Mary Scott, deceased; it being alleged in said petition that Mary Scott died intestate. Though the original records sent to this court fail to disclose any action by the trial court upon this petition, nevertheless, in other records connected with this contest it is stated that Maggie Marlatt was appointed administratrix and that letters were issued her in that behalf.

On August 24, 1948, by virtue of a petition filed by Wade F. McKenney, the said circuit court admitted to probate in common form, as the last will and testament of Mary Scott, deceased, a written instrument dated March 17, 1948, and ordered that the letters of administration theretofore issued to Maggie Marlatt be revoked and appointed Wade F. McKenney as executor to serve without bond.

On December 22, 1948, contestants filed in said court their petition contesting said will on the grounds (1) that at the time of the execution thereof said dece *94 dent was mentally incompetent and hence lacked testamentary capacity, and (2) that said will was the result of undue influence exercised over decedent by Wade F. McKenney and Hazel McKenney, his wife. The proponents joined issue on the petition and prayed a decree admitting said will to probate in solemn form and continuing said Wade F. McKenney as executor thereof.

A hearing was held, and thereafter, on July 7,1949, the trial court made and entered its decree (1) setting aside the prior order of the court admitting said will to probate and decreeing said will to be null and void on the ground that at the time of the execution thereof the said Mary Scott was of uncertain and unsound mind and mentally incompetent and had no testamentary capacity to make said will or any will whatsoever; (2) annulling, cancelling, and revoking the appointment of Wade F. McKenney as executor and directing him to account; and (3) that the letters of administration theretofore issued, to Maggie Marlatt as administratrix of the estate of Mary Scott, deceased, be reinstated and reissued to her and that the said Maggie Marlatt continue as administratrix of the said estate. From this decree, proponents appeal.

At the time of her death as aforesaid, the said decedent left an estate consisting of real and personal property of the approximate value of $14,000. Her heirs-at-law and next of kin were Frank Trombly, a brother, Maggie Meier, a sister, Wade F. McKenney, a nephew, Claude McKenney, a nephew, and Maggie McKenney Clark, a niece. Wade F. McKenney and Claude Mc-Kenney are brothers, and Maggie McKenney Clark is their sister.

By the will in question the testatrix bequeathed $300 *95 to Miller Cemetery Association in trust to pay the sexton for the care of her grave and that of her deceased husband at the rate of $10 per year, the sum of $300 to her sister-in-law, Clara Scott, and the stun of $100 to her grandnephew, William Marlatt, a minor. The rest, residue, and remainder of her estate she devised and bequeathed to her nephew Wade F. MeKenney, and, in the event of his death, to his wife, Hazel McKenney, “in gratitude and appreciation of the many kindnesses done to me during my lifetime.”

During her lifetime, Mary Scott formerly lived on a farm in Ankeny Bottom in Marion county. She was the second wife of William Howard Scott, who predeceased her. She had no children. About 1940 or 1941, according to Margaret (Maggie) Marlatt, a niece, Mary Scott suffered a very serious illness involving the lungs and heart. Up to that time, according to the witness, she had been quite active, was neat in her personal appearance and housekeeping, and mentally keen. In 1942 or 1943, according to Claude McKenney, decedent sold her farm in Ankeny Bottom and went to live with her brother and sister, Frank Trombly and Maggie Meier. She remained there until October, 1945, when she moved to Salem into a home purchased by her and located on Adams street near the baseball park. Her next-door neighbors were E. C. MeCandlish, a livestock buyer, and Esther MeCandlish, his wife. Mary Scott lived alone in her Salem home, doing her own housekeeping, raising a few chickens, and putting in and tending her own garden.

In January, 1946, Mary Scott wrote her nephew Claude McKenney, advising him of her whereabouts and asking him to call, which he did. Up to this time, Claude McKenney’s visits to his aunt had been very *96 infrequent. During the remainder of the year 1946 and most of the year 1947, Claude McKenney, who lived near Salem, more or less looked after Mrs. Scott. He bought groceries for her, got wood for her use, paid divers bills, such as those for light, water, taxes, etc., but in every case the necessary funds therefor were advanced by Mary Scott, sometimes in cash and other times by check. She did her own banking business.

During the time Claude McKenney was assisting the decedent, she constantly complained to him that her relatives had mistreated her, specifically mentioning her brother and sister and Maggie Marlatt. She also made similar complaints to her sister-in-law Clara Scott, and to others. The record does not disclose what this mistreatment consisted of, though she did accuse some of her relatives of taking articles of personal property of trivial value belonging to her.

According to Claude McKenney, the testatrix often mentioned to him her desire to execute a will so that she might prevent certain of her relatives realizing anything out of any estate she might leave at the time of her death. He finally took her to see L. H. McMahan, an attorney of Salem, and formerly a judge of the circuit court, who had been intimately acquainted with William H. Scott during his lifetime. Upon several occasions, Judge McMahan discussed with decedent the matter of executing a will. According to him, decedent was very changeable in her ideas. He said that she would designate certain persons to be named as legatees and the several amounts of cash she wished to provide for them and then change her mind as to persons and amounts before he could prepare the will'. Judge McMahan seemed to be of the opinion that this conduct on the part of decedent was a strong circumstance show *97 ing mental ineompetency. Evidently, Judge McMahan overlooked the fact that to “change her mind” has long been considered one of woman’s inalienable rights — a prerogative she has never yet willingly surrendered.

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Bluebook (online)
228 P.2d 417, 191 Or. 90, 1951 Ore. LEXIS 187, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trombly-v-mckenney-ex-or-1951.