Werbe v. Holt

237 S.W.2d 478, 218 Ark. 476, 1951 Ark. LEXIS 365
CourtSupreme Court of Arkansas
DecidedFebruary 26, 1951
Docket4-9395
StatusPublished
Cited by10 cases

This text of 237 S.W.2d 478 (Werbe v. Holt) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Werbe v. Holt, 237 S.W.2d 478, 218 Ark. 476, 1951 Ark. LEXIS 365 (Ark. 1951).

Opinion

Holt, J.

This is the second appeal in this case. See Werbe v. Holt, 217 Ark. 198, 229 S. W. 2d 225, opinion delivered April 24,1950, for opinion in first appeal wherein we reversed on a procedural matter.

A will contest is presented in which appellants seek to set aside, for lack of mental capacity and undue influence, a will probated as that of F. C. Werbe. Appellants are the alleged adopted son and the heirs-at-law of the deceased, Werbe. Under the terms of his will, Mr. Werbe left all his estate to Mrs. Jessie Holt, his housekeeper.

After a somewhat extended and patient hearing, the trial court found the will valid, that the petition of appellant, James Earl Werbe, and that of the other appellants, as interveners, should be denied. The court did not pass upon the legality of Earl Werbe’s adoption or the claims of the remaining appellants that they were the heirs-at-law of the deceased. (See Hawkins v. Hawkins, ante, p.........., 236 S. W. 2d 733, opinion handed down this day, wherein the status of an adopted child is considered.)

From the decree comes this appeal.

For reversal, appellants argue (1) “the court should have found whether Earl Werbe was legally adopted,” and (2) “undue influence was used in procuring the execution of the alleged will.”

(1) Since we have reached the conclusion that the decree should be affirmed, it becomes unnecessary to consider appellants’ first contention that Earl Werbe was the legally adopted son of the deceased, and the remaining appellants his heirs-at-law.

(2) No principle of law appears to be more definitely settled than that the burden of showing lack of mental capacity and undue influence in making a will rests on the contestant. As early as 1858, when the decision in McDaniel ad. v. Crosby, et al, 19 Ark. 533, was announced and through a long line of subsequent cases, we have adhered to the above rule. A few of such cases are: Jenkins, et al v. Tobin, et al, 31 Ark. 306; McCulloch v. Campbell, 49 Ark. 367, 5 S. W. 590; Taylor v. McClintock, 87 Ark. 243, 112 S. W. 405; Smith v. Boswell, 93 Ark. 66, 124 S. W. 264; Emerich v. Arendt, 179 Ark. 186, 14 S. W. 2d 547; McWilliams v. Neill, 202 Ark. 1087, 155 S. W. 2d 344; Shippen v. Shippen, 213 Ark. 517, 211 S. W. 2d 433; Blake v. Simpson, Administrator, 214 Ark. 263, 215 S. W. 2d 287; Walsh v. Fairhead, Executrix, 215 Ark. 218, 219 S. W. 2d 941; Simpson v. Burge, 216 Ark. 132, 204 S. W. 2d 830.

In Shippen v. Shippen, supra, we said: “We have often defined mental capacity such as must be possessed by a testator in order for him to make a valid will. The rule, has been generally expressed that sound mind and disposing memory, constituting testamentary capacity, is, (a) the ability on the part of the testator to retain in memory without prompting the extent and condition of property to be disposed of; (b) to comprehend to whom he is giving.it; and (c) to realize the deserts and relations to him of those whom he excludes from his will. (Citing a number of cases.) And the burden of proof, in cases of this kind, is on the contestant, who asserts the mental incapacity of the testator.”

The rule as to undue influence which appears to have been followed in all subsequent opinions on the subject, was announced by this -court in McCulloch v. Campbell, supra, in this language: “As we understand the rule, the fraud or undue influence, which is required to avoid a will, must be directly connected with its execution. The influence which the law condemns is not the legitimate influence which springs from natural affection, but the malign influence which results from fear, coercion, or any other cause that deprives the testator of his free agency in the disposition of his property.”

‘ ‘ The testator may take into account, when considering his duties to relatives, past neglect, indifference, estrangement, and the like.” Parette v. Ivey, Executor, 209 Ark. 364, 190 S. W. 2d 441.

F. C. Werbe died October 21, 1948. His wife had died in 1944 after a long illness. They had no children of their own. Werbe executed his last will July 13, 1948, by which he gave all of his estate to appellee, Jessie Holt, his housekeeper, who had lived in his home since 1934.

A large number of witnesses were presented by the litigants and much of the evidence is in irreconcilable conflict. We do not attempt to set it out in detail since to do so would unduly extend this opinion.

Appellant, Earl Werbe, now 38 years of age, married and a resident of Indiana, was taken into the home of his foster parents in Indiana when he was about eight years of age. Mr. and Mrs. ■ Werbe moved to Fayetteville in 1927 and the deceased became a professor in the University of Arkansas. Earl was about seventeen years old at the time, but did not go with them to Arkansas or live with them thereafter. He visited them at Fayetteville five or six times, the first visit was some time in 1934 and at that time Mrs. Holt was their housekeeper. He made his last visit in 1938 or 1939. He did not go to Fayetteville when his foster mother died. He testified that the deceased had expressed the intention of giving him his property at his death. A will to thié effect was made some time prior to the will in question here, as was also a deed, which deed, however, was recalled before the execution of the present will. There was other evidence that deceased had made statements that he had intended for Earl to have his property.

Appellee, Jessie Holt, testified that she came to the home of deceased and his wife in 1934 and remained as housekeeper for about fifteen years. Until Mrs. Werbe’s death, she worked for her board and keep. She nursed his wife who had suffered with goiter and a mental illness for a long period prior to her death in 1944. Thereafter, she continued as housekeeper, performing all the necessary duties in the home until Mr. Werbe died in October, 1948, on the promise and understanding that she was to have $40 a month, and his property at his death. Mr. Werbe, as indicated, made her his sole beneficiary in his will in accordance with his promise, but was unable to pay her $40 per month. On the same day, July 13, 1948, when the will in question was executed decedent also made a deed to appellee, Mrs. Holt, to his property. She testified, in effect, that she attempted no undue influence over him and that he possessed mental capacity. She was not present when he made his will.

Two prominent attorneys witnessed the will in question, one of these attorneys prepared it, both witnessed it, and both testified that the deceased knew what he was doing, and possessed mental capacity at the time he executed the will.

Dr. Miller, a reputable and prominent physician, who had attended the deceased, as his family doctor from about 1940 through his last illness, testified that Mr. Werbe possessed testamentary capacity, when the present will was made.

Another physician, whose qualifications are unquestioned, testified that he had attended deceased over a period, of the last two years of his life, his last visit being on July 26, 1948. “Q. Prom your examination, from the visits there with him, and the conversations with him and from your observations, state .what, in your opinion, was his mental condition at that time? A.

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Bluebook (online)
237 S.W.2d 478, 218 Ark. 476, 1951 Ark. LEXIS 365, Counsel Stack Legal Research, https://law.counselstack.com/opinion/werbe-v-holt-ark-1951.