Wayne v. Huber

294 P. 590, 291 P. 356, 134 Or. 464, 79 A.L.R. 1427, 1930 Ore. LEXIS 15
CourtOregon Supreme Court
DecidedMarch 11, 1930
StatusPublished
Cited by27 cases

This text of 294 P. 590 (Wayne v. Huber) 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
Wayne v. Huber, 294 P. 590, 291 P. 356, 134 Or. 464, 79 A.L.R. 1427, 1930 Ore. LEXIS 15 (Or. 1930).

Opinions

*468 BROWN, J.

The will reads as follows:

“Know all men by these presents, that I, Charles E. Wayne, of Portland, Multnomah county, Oregon, being of sound and disposing mind and memory, do make, publish and declare the following as my last will and testament, hereby revoking all former wills by me made; that is to say:
“First: I direct that all my just debts be paid.
“Second: I direct that I be buried in the I. O. 0. F. cemetery near Fort Jones, Siskiyou county, California, beside the body of my former beloved wife, Nellie Car-lock Wayne; that my name be engraved on the tombstone beside that of my said former wife, and that a headstone be placed at my grave similar to that on hers.
“Third: I give and bequeath to my friend, Nellie K. Mathews, of Yreka, California, the sum of. five hundred dollars, to be paid to her mother, Katherine Mathews, of the same place, and to be used at said mother’s discretion for the education of said Nellie K. Mathews.
“Fourth: I give and bequeath to my friend, Anna W. Cowan, of Sacramento, California, all money owing to me by her at the time of my death, if any.
“Fifth: I give and bequeath to my friend, Winnifred Carlock, cousin of my beloved former wife, Nellie Carlock Wayne, the sum of five hundred dollars, in *469 trust nevertheless, without bonds, to be used as she sees fit for the education of her son, Leslie Edward Carlock.
“Sixth: I give and bequeath to the Eort Jones Lodge, No. 115, Independent Order of Odd Fellows, at Fort Jones, Siskiyou county, California, the sum of one thousand dollars, in trust nevertheless, to be invested in safe security and to the best advantage by said lodge, and the interest accruing thereon to be expended by said lodge in keeping in good condition and repair the Adam B. Carlock lot in what is known as the I. O. O. F. cemetery near Fort Jones where my said beloved first wife is buried, the said Adam B. Carlock, my father-in-law, having been a charter member of said Fort Jones I. O. O. F. lodge, and I direct that said interest and income from said bequest be used to keep said lot in good repair, the rodent holes, if any, filled, and otherwise kept in presentable condition, and for flowers to be placed upon the graves in said lot each and every Memorial Day in May.
“Seventh: I give and bequeath to my wife, Mattie V. Wayne, the sum of four thousand dollars, which shall be taken, received and accepted by her in lieu of her dower interest in my estate, and in the event that she shall not accept the said bequest in lieu of her dower, then the same shall go to my residuary legatee and devisee.
“Eighth: I hereby certify and declare that I have no child born or unborn, or children living, and if any person claims to be my child, and makes proof of such relationship, I give and bequeath to such person or persons the sum of five dollars each.
“Ninth: It is my will that if any person, or any legatee under this will, shall contest the validity of this will, or any of its provisions, such person or persons shall forfeit the right to any legacy under the will, and to all interest whatever in my estate.
‘ ‘ Tenth: All the rest, residue and remainder of the •property of which I die possessed, whether real, personal or mixed, I give, bequeath and devise to my *470 niece, Mrs. Lenna Huber, of 998 E. 15th street North, Portland, Oregon, and I appoint my said niece executrix of this my last will and testament, and direct that she be authorized to act as such without bond.
“In witness whereof, I have hereunto set my hand and seal this 22d day of December, 1927.
“(Signed) Charles E. "Wayne (Seal).
“The above instrument was signed, sealed and declared by the said testator, said will consisting of this and one other page, page 2 of will signed ‘ Charles E. Wayne,’ to be his Last Will and Testament, in our presence, who at his request, and in his presence, and in the presence of each other, have subscribed our names as witnesses hereto.
‘ ‘ (Signed) Edgar M. Adams, Eesiding at Portland, Oregon.
“(Signed) Irwin E. Miller, Eesiding at Portland, Oregon.”

The contestant grounds her petition upon the alleged undue influence exercised by Lenna Huber, the testator’s niece and principal beneficiary under his will, in the matter of the testamentary disposition of his property. She asserts that the will is not the will of Charles E. Wayne, but that it is the product of the mind of Lenna Huber, and that Wayne in fact died intestate.

The law casts upon a litigant alleging undue influence the burden of proving it. II Alexander, Commentaries on Wills, § 593; I Underhill on the Law of Wills, § 128; Eood on Wills (2d Ed.), § 189; Simpson v. Durbin, 68 Or. 518 (136 P. 347); In re Sturtevant’s Estate, 92 Or. 269 (178 P. 192, 180 P. 595); Rice v Rice, 95 Or. 559 (188 P. 181); In re Estate of Moore, 114 Or. 444 (236 P. 265); In re Estate of Allen, 116 Or. 467 (241 P. 996); In re Severson’s Estate, 125 Or. 545 (267 P. 396).

*471 In this state, the law relating to the subject of undue influence is well settled. See Rowe v. Freeman, 89 Or. 428 (172 P. 508, 174 P. 727); In re Sturtevant’s Estate, supra, and Rice v. Rice, supra, where this court held that, to establish undue influence it was not enough to show mere opportunity to exercise undue influence over the mind of a testator. The case of Carr v. Ryan, Executrix, 121 Or, 574, 582 (256 P. 390), is more far-reaching in effect than those just cited. In rendering its decision in that case, the court said:

“Friendly advice or influence arising from gratitude, affection or esteem is not undue influence, nor can it become such unless it destroys the free agency of the testator at the time the instrument is executed: Estate of Allen, 116 Or. 467, 499 (241 P. 996).”

In Riggs v. Riggs, 120 Or. 38, 63 (241 P. 70, 250 P. 753), the subject is treated in the following language:

“Undue influence is not ordinary influence. It must be such as to overcome the free volition or conscious judgment of the testator, and to substitute the wicked purposes of another. Suggestion or advice by a friend or relative, or one in confidential relation, is not undue influence, if it leaves the mind free to act on its own judgment (citing 28 R. C. L., 137-154, and a number of Oregon cases).”

The contestant relies largely upon the case of Greenwood v. Cline, 7 Or. 17, a case which presents an altogether different setting of facts.

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Bluebook (online)
294 P. 590, 291 P. 356, 134 Or. 464, 79 A.L.R. 1427, 1930 Ore. LEXIS 15, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wayne-v-huber-or-1930.