Wendling v. Bowden

161 S.W. 774, 252 Mo. 647, 1913 Mo. LEXIS 131
Supreme Court of Missouri·Decided December 6, 1913·Published·Cited by 23 cases

Opinion

WOODSON, P. J.

The respondents instituted this suit in the circuit court of Clark county to contest the last will and testament of Samuel Bowden, who lived for more than a half of a century in that county and died in the month of April, 1908.

The contestants and proponents are the sole surviving children who are devisees under the will, as well as the only heirs at law of deceased.

The petition charged mental incapacity on the part of the testator to make the will, and undue influence exercised over his mind by the proponents. The answer put in issue those charges and asked that said will be adjudged the last will and testament of said Samuel Bowden.

The will was signed and witnessed on July 5,1906, nearly two years prior to the death of the testator.

The provisions of the will were substantially as follows:

1st. That all of the testator’s just debts be paid out of his personal property.

[656]*6562d. Because as stated, he gave bis son Henry-only $250, for the reason stated therein, he had “previously given him certain personal property and because he has heretofore received certain personal property belonging to me,” the testator.

3rd. Samuel H. Bowden, his son, was likewise given only $250, because, as stated therein, he had previously given him certain real and personal property.

4th. To his daughter, Mrs. Ida Wendling, was given $2000, free from the control of her husband, which is to be loaned at the highest rate of interest obtainable, she to receive the interest thereon during her life, hut no part of the principal, except in case of extreme necessity she might “draw the principal in sums not exceeding fifty dollars. The remainder of the principal, at her death, to go to her children surviving her.”

5th. To his son Richard, was given the home place, consisting of 110 acres, with the dwelling house and other improvements thereon. This, however, was charged with the payment of all the aforesaid legacies, in case the personal property was insufficient to pay them.

6th. Appointed Richard Bowden executor of the will.

On May 9, 1907, the following codicil was duly added to said will:

“I, Samuel Bowden, this 9th day of May, 1907, do hereby make and constitute the following a codicil to the foregoing my last will and testament; I hereby direct and will that the sum of two-thousand dollars named in item 4 of my will, at my death be by my executor, deposited in Clark County Savings Bank, of Kahoka, Missouri, at the highest rate of interest paid by said bank and the interest thereon be paid annually to my daughter, Ida E. Wendling, until she arrives at the age of fifty years, when the principal is [657] to be paid to ber to be beld by ber as in said item four and at ber death to be disposed of as stated in said item four.”

A trial was bad and after tbe introduction of all tbe evidence tbe court gave the jury a mandatory instruction to find for tbe proponents as to tbe charge of mental incapacity, thereby leaving only one issue for the jury to determine, namely: Did proponents through undue influence and fraud exercised over tbe mind of tbe testator, induce him, against bis will, to make tbe will in controversy?

This question was, by tbe court, under certain instructions given, submitted to tbe jury, who by their verdict, answered it in tbe affirmative. Thereupon, tbe court rendered a judgment setting aside tbe will, and in due time tbe proponents filed a motion for a'new trial, which was by the court overruled.

After taking timely and proper steps therefor, tbe proponents appealed tbe cause to this court.

Counsel for proponents assign sixteen errors, most of which, however, from tbe views we have taken of tbe case, are immaterial.

Counsel for appellant strenuously insist that this record contains no evidence which warranted tbe submission of tbe question of undue influence to the jury, and that tbe court should have given an instruction telling tbe jury that there was no evidence introduced tending to show undue influence on tbe part of appellants, tbe proponents, and to return a verdict establishing the will. Upon the other band, counsel for respondents with equal vigor and earnestness, insist that tbe record contains ample evidence to support tbe verdict of tbe jury and tbe judgment of tbe court.

From this brief statement of tbe principal legal proposition presented for determination, it becomes necessary for us to review tbe evidence, introduced pro and con upon that question.

[658] Mr. T. L. Montgomery, for the proponents, testified:

That he was an attorney at law, and resided at and practiced his profession at Kahoka, Missouri, and in surrounding cities and towns. That he was well acquainted with Samuel Bowden, and had known him for thirty-five years, knew him intimately and transacted his legal business. That he prepared the will in question, read it over to him, and signed it as a witness, at the request of the testator. That before he signed it, the testator declared it to he his last will and testament. That at his request he signed the name of the testator to the codicil to the will. That George W. King, at the request of, and in the presence of the testator and himself, signed the will as a witness. That he and Bert Gridley attested the codicil at the request of the testator. That he saw both the testator and Gridley sign the codicil. That the codicil was written, signed and attested in his law office in Kahoka, after having been read to the testator. That he wrote the codicil at the request of the testator and after hearing it read, the testator stated that it was just what he wanted. That in his opinion, at the time the testator signed the will and codicil thereto he was of sound mind and disposing memory. That the testator was about eighty-two years of age at the time he wrote the will.

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Wendling v. Bowden, 161 S.W. 774, 252 Mo. 647, 1913 Mo. LEXIS 131 (Mo. 1913).

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