Weaver v. Daems

76 P.2d 57, 106 Mont. 132
CourtMontana Supreme Court
DecidedJanuary 24, 1938
DocketNo. 7,741
StatusPublished

This text of 76 P.2d 57 (Weaver v. Daems) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Weaver v. Daems, 76 P.2d 57, 106 Mont. 132 (Mo. 1938).

Opinions

MR. JUSTICE MORRIS

delivered the opinion of the court.

This is an appeal from an order denying a petition for the probate of a will.

On March 4, 1937, L. R. Daems, named executor therein, filed his petition in the district court of Gallatin county, Montana, praying that the last will and testament of Sallie Marston Bragg be admitted to probate. The will was filed with the clerk of the court on the same date. Following timely notice, hearing was had on the petition on March 15, and the testimony, in affidavit form, of the two attesting witnesses was filed with the clerk. Thereupon Edmund Burke, Jr., as attorney for a brother and one of two sisters of the testatrix, alleged to be the only heirs at law, filed his written opposition to the probate of the will. The contestants will hereafter be referred to as the plaintiffs, and the proponent as the defendant.

[136]*136Plaintiffs’ grounds of attack are set forth in paragraph Y of the objections, and are in substance as follows: That the deceased did not sign the alleged will in the presence of the attesting witnesses, or either of them; did not acknowledge to the attesting witnesses that the signature to the instrument was made by her or by her authority; that the attesting witnesses, nor either of them, did not testify that the signature of the testatrix was on the alleged will at the time of the attestation of such witnesses; and that the attesting witnesses did not sign the instrument in the presence of each other. All of the foregoing allegations were put in issue by the answer. All of the pleadings of both parties, subsequent to the filing of the petition for probate, were filed on the date of the hearing above mentioned.

On the completion of the examination of the witnesses, briefs were submitted and the matter was taken under advisement by the court. April 9, 1937, the plaintiffs filed their motion to strike from the files the written testimony, in affidavit form, of the attesting witnesses on the ground that “said instrument purporting to be the testimony of the subscribing witnesses on probate of will, shows on its face to be the ultimate conclusions and not the testimony required to be reduced to writing under section 10036, R. O.. M. 1935.” The hearing on the motion was had on April 12, at which time defendant filed written opposition thereto. May 5 the court sustained the motion to strike, not on the ground upon which the motion was submitted, but “for the reason that said written testimony is not the testimony given by said witnesses in open court.” The court further incorporated in its order allowing the motion to strike, directions that the testimony of the attesting witnesses, given in open court, be transcribed by the court reporter and filed as the testimony of the witnesses therein. On the same date the court made the order denying admission of the will to probate from which this appeal was taken.

A number of assignments of error were specified by the defendant, but after careful analysis of the circumstances attending the execution of the will, the evidence, and an extended re[137]*137view of the authorities, our conclusion is that, aside from some preliminary questions which will be determined before going to the merits of the controversy, the solution of two questions will be determinative of the action: (1) May the signature to a will be acknowledged by the testator to the attesting witnesses by any other means than by spoken words? (2) If one of' the attesting witnesses provided for by the statute did not see, nor might have seen the signature of the testator on the will when the witness signed as an attesting witness, may the will be denied probate for that reason?

The first preliminary question is on the burden of proof. Each party contends the burden is on the other. In Farleigh v. Kelley, 28 Mont. 421, 72 Pac. 756, 758, 63 L. R. A. 319, a will contest case, it was said: “The contestants are the plaintiffs. They have the burden of proof imposed upon them, and with that they have the right to open and close. [Citing nases.] ‘The same procedure is made applicable to a contest after the will has been admitted to probate as before. In both, the contestant has the laboring oar, as though he is attacking something which he must overcome by affirmative proof. Under such circumstances, I think the theory of the statute must be that the contest begins after the petitioner has made his prima facie case.’ ”

The rule suggested in the Farleigh Case, as to the necessity of the proponent of the will establishing a prima facie case, was adopted in In re Colbert’s Estate, 31 Mont. 461, 78 Pac. 971, 972, 80 Pac. 248, 107 Am. St. Rep. 439, 3 Ann. Cas. 952, where it was said: “In every will case under our statute the rule of procedure is that the proponent of the will must first make out a prima facie case. ’ ’

It was said in In re Silver’s Estate, 98 Mont. 141, 38 Pac. (2d) 277, that the contestant of a will, both before and after probate, assumes the position of a plaintiff and has the burden of proof.

In a leading California ease, In re Estate of Latour, 140 Cal. 414, 73 Pac. 1070, 1072, 74 Pac. 441, it was said: “The court should determine upon evidence introduced before it, without [138]*138the presence of the contestant, as to the existence of all facts essential to the probate of the will,” bnt held that on the issues raised by the contestant the burden was on him. This ruling was referred to in the later case of In re Estate of Cullberg, 169 Cal. 365, 146 Pac. 888, 889, and in ruling upon an objection to the contestant’s cross-examining the attesting witnesses called by the proponent, the following comment was made: “The contestants were not, strictly speaking, parties to this preliminary inquiry; but we cannot see that the court violated any substantial right of the proponent by permitting the contestants to cross-examine the witnesses regarding the details of the alleged execution.”

After reviewing the rules of the various jurisdictions pertinent to the question, Jones on Evidence, in volume 2, second edition, page 988, says: ‘£ The usual practice is for the proponent to produce the subscribing witnesses, make formal proof of compliance with the statutory formalities, and give some proof of testamentary capacity. * * # This practice, modified in minor instances, is now becoming universal. The proceeding on a petition for probate is distinct from the proceeding on a contest of a will.”

We think the burden was on the proponent, the defendant here, to make his prima facie case, and on all issues raised by the contestants the burden was upon them. This appears to be the general rule. It is obvious that the proponent must satisfy the court by a preliminary showing, as no occasion arises for a hearing on a contest until that is done. We think a prima facie case is established when the provisions of section 10030, Revised Codes, are complied with, namely, by the testimony of one or both of the attesting witnesses as to their signatures to the will and the signature of the testator. If the witnesses be not available for any reason, then by proof of genuineness of the signatures in the manner specified in section 10030.

We find good authority in the books to the effect that a contestant has no part in this preliminary or prima facie proof of the right to probate. Some authorities have been mentioned heretofore. Bancroft on Probate Practice, volume 1, page 367, [139]

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Bluebook (online)
76 P.2d 57, 106 Mont. 132, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weaver-v-daems-mont-1938.