Uhlig v. Wahl

39 N.W.2d 783, 151 Neb. 812, 1949 Neb. LEXIS 151
CourtNebraska Supreme Court
DecidedNovember 23, 1949
DocketNo. 32622
StatusPublished
Cited by12 cases

This text of 39 N.W.2d 783 (Uhlig v. Wahl) 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
Uhlig v. Wahl, 39 N.W.2d 783, 151 Neb. 812, 1949 Neb. LEXIS 151 (Neb. 1949).

Opinion

Messmore, J.

This is a will contest in which an instrument purported to be the last will and testament of Mary Wahl, deceased, and a codicil thereto, are involved. The will and codicil were admitted to probate in the county court over objections of the contestant, the son and only heir at law of Mary Wahl. From the decree of probate, contestant appealed to the district court.

To the petition for probate of the will and codicil in the district court, the contestant filed objections in part [814]*814as follows: That at the time the will and codicil thereto were made and executed, the testatrix was mentally incompetent to make and execute such instruments for the reason that when the same were made and executed her mind was impaired to the extent that she was incompetent of understanding, realizing, or appreciating what disposition she had made of her property therein, and did not understand or comprehend the meaning or effect of the disposition of her property; that by reason of her mental condition at that time she falsely imagined that contestant was antagonistic and unfriendly to her, and, as a result, she formed a prejudice against him based entirely upon false premises and without reason; and that said instruments were the direct result of such insane delusions, and would not have been made had ■she been of sound mind.

At the close of contestant’s case and at the close of all of the evidence, the proponent moved for a directed verdict, which was overruled. The jury returned a verdict finding that the will offered for probate was not the last will and testament of Mary Wahl, deceased, and the codicil was not a codicil thereto. Upon the overruling of the motion for new trial and judgment notwithstanding the verdict, the proponent appeals.

The proponent assigns as error the trial court’s submission to the jury of testamentary capacity. The first question to determine is the sufficiency of the evidence to warrant submission of the case to the jury on the issue of testamentary capacity.

The mental capacity of a testator is tested by the • state of. his mind at the time he executed his will. If the testator knows the extent and character of his .property, the natural objects of his bounty, and the purposes of his devises and bequests, he is mentally competent to make a will. See, In re Estate of Laflin, 108 Neb. 298, 187 N. W. 885; In re Estate of Scoville, 149 Neb. 415, 31 N. W. 2d 284; In re Estate of Kaiser, 150 [815]*815Neb. 295, 34 N. W. 2d 366; In re Estate of Hunter, ante p. 704, 39 N. W. 2d 418.

In the instant case the proponent made a prima facie case in substance as follows: The attorney who drafted the will and codicil in question had known the testatrix for a number of years. He transacted business first with her in 1939. At the time the will was drafted, August 16, 1940, the testatrix, without benefit of memorandum, designated her property, its location in the house, her real estate, and the disposition to be made of the property. On October 25, 1940, when the codicil was made and executed, she knew the changes she desired to make in her will. On the dates of the making and execution of the instruments she was mentally competent to make the same. Other witnesses who had an acquaintance with her and witnessed the instruments testified to her mental competency to make the same upon the dates upon which they were made.

If the proponent makes a prima facie case as to testamentary capacity, it then devolves upon the contestant to overcome the presumption arising therefrom, after which the burden of going ahead and proving testamentary capacity by a preponderance of the evidence devolves upon the proponent. See, In re Estate of Woodward, 147 Neb. 270, 23 N. W. 2d 75; In re Estate of Hunter, supra.

A defeated litigant in a will contest is not entitled to a trial de novo on appeal from the judgment of the trial court. An issue of fact in such a contest is determined in this court by the sufficiency of the evidence to sustain the verdict of the jury, and in testing the sufficiency thereof to support the verdict it will be considered in the light most favorable to the successful party, any controverted fact will be resolved in his. favor, and he will be given the advantage of any inferences that can reasonably be deduced therefrom. See, In re Estate of Kerr, 117 Neb. 630, 222 N. W. 63; In rEstate of Hunter, supra.

[816]*816The record discloses that from and after the death of her husband on January 4, 1940, her son having moved to California in January 1920, the testatrix lived alone in Falls City, Nebraska, where she had been a resident for more than 60 years prior to her death March 24, 1948, at which time she was approximately 81 years of age. Her death occurred in the Lincoln State Hospital. The will in question contained bequests to certain friends and acquaintances of personal property located in her home. She devised her home and certain personal property situated therein to a nurse employed by her physician. She bequeathed to her son one dollar, for reasons personal to herself and which she stated need not be set forth or explained in the will. The residue of her estate was given, under certain conditions, to be used by officials of her church. The codicil changed the bequest to the son to the amount of $200, for reasons personal to herself which were not explained in the will, and a change was made with reference to the residue of the estate to the church.

The contestant’s evidence disclosed that Guy Wahl, testatrix’s son, lived with his parents except when he was on construction work. His mother never approved of the girls with whom he kept company. After he was married in Atchison, Kansas, he brought his wife home to visit his parents. His mother would not speak to his wife. This marriage resulted in a separation. The son left his parent’s home'in 1920, moving to California, as •he stated, to live his own life and go with whom he pleased. He was married the second time in California to a former resident of Falls City of whom his mother did not approve. In 1923, the mother visited the son in California. She did not approve of nor speak to his wife any. more than she could help. She stayed about six weeks, and then' returned home. In December of 1925, at the son’s request, , his parents visited him. He proposed to make a home for them if they liked the country, and to eventually build a home for them on a commercial [817]*817acreage which he owned. However, after spending the winter, his parents returned home. In October of 1926, the mother went to California and stayed with friends. The son testified he visited his mother at her friend’s home while she was in California on this visit. This was the last time he saw his mother. One of the purposes of her visit was to collect the sum of $200 which the son owed her and was evidenced by a note which he paid when due. She claimed that he closed the door in her face and would not let her into the house.

After the return of the mother to her home, the son wrote jointly to his parents and received no response from his mother. He wrote to his father up until the time his father became ill. Upon the death' of his father he received a telegram from neighbors and friends informing him of the death. He was unable to attend the funeral due to lack of time. After his father’s funeral he wrote to his mother and received no response from her. He made an effort to ascertain the condition of her health, and was advised of her condition by others.

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Bluebook (online)
39 N.W.2d 783, 151 Neb. 812, 1949 Neb. LEXIS 151, Counsel Stack Legal Research, https://law.counselstack.com/opinion/uhlig-v-wahl-neb-1949.