Westover v. Kerr

96 N.W.2d 421, 168 Neb. 494, 1959 Neb. LEXIS 51
CourtNebraska Supreme Court
DecidedMay 8, 1959
DocketNo. 34461
StatusPublished
Cited by6 cases

This text of 96 N.W.2d 421 (Westover v. Kerr) 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
Westover v. Kerr, 96 N.W.2d 421, 168 Neb. 494, 1959 Neb. LEXIS 51 (Neb. 1959).

Opinion

Chappell, J.

In this action, the last will and testament and three codicils thereto of Alice Stidworthy, deceased, were admitted to probate after a contest in the county court of Lancaster County. Therefrom contestants Helen S. Kerr and Margaret S. Coryell appealed to the district court. The petition of proponent Ada S. Westover on appeal alleged that Alice Stidworthy, a resident of Lancaster County, died in said county on or about July 9, 1956, leaving a last will and testament consisting of a will dated February 16, 1942, a codicil dated June 20, 1951, a second codicil dated March 31, 1952, and a third codicil dated November 3, 1953, each and all of which were executed in due form of law and filed in the county court July 12, 1956. Proponent alleged that at the time of the execution of each and all of said instruments Alice Stidworthy was of sound mind and disposing memory; that Ada S. Westover is executrix named in said will and is competent and qualified to act as such; that testatrix died seized of an estate in Lancaster County; and that at the time of her death she was a widow who left as her heirs at law three daughters, all of iawful age, namely Helen S. Kerr, Ada S. Westover, and Mar[496]*496garet S. Coryell. The prayer was for admission of the will and codicils to probate, and for related relief.

The answer of contestants objected to probate of the will dated February 16, 1942, alleging that it was not the last will and testament of deceased; that the instrument was not executed in the manner provided by law; and that it was obtained by undue influence. Also, contestants objected to probate of each and all of the three codicils and alleged that testatrix lacked testamentary capacity to execute same; and that at the time of the purported execution, Ada S. Westover, a beneficiary thereof, occupied a confidential relationship with testatrix which was violated and used for the purpose of securing beneficial provisions in said codicils to herself by misrepresentation of fact and undue influence upon the mind of testatrix. Proponent’s reply was a general denial.

The issues were tried to a jury in a long trial whereat evidence was adduced by the parties. At conclusion of all the evidence, proponent first moved for a directed verdict in her favor. She then made a second motion that in event the first motion was overruled, the court should withdraw from the jury any and all issues as to lawful execution of the will and codicils. She then made a third motion to withdraw all issues of undue influence. Thereupon the trial court overruled proponent’s first and third motions, and sustained the second. Thereafter, the court instructed the jury that as a matter of law the will and three codicils had, been executed in the manner and form required by law and submitted the issues of testamentary capacity and undue influence to the jury, all of which was done in such an all-inclusive, proper manner and form that no complaint is made thereof in this court. In that situation, we are not required to cite or discuss authorities dealing with the factors and elements required to be adduced and considered in disposing of the issues of testamentary capacity and undue influence.

[497]*497Subsequently, the jury returned a verdict finding that the will and codicils were the last will and testament of Alice Stidworthy, deceased. Judgment was rendered accordingly and contestants’ motion for new trial was overruled. Counsel then filed a notice of appeal for both contestants, and perfected an appeal to this court in their behalf. However, contestant Helen S. Kerr subsequently filed a motion in this court to dismiss her name from the appeal, leaving Margaret S. Coryell as the sole appellant, whereupon this court sustained the motion and dismissed the appeal as to Helen S.' Kerr. The brief of contestant Margaret S. Coryell filed herein assigned and argued in substance only that the trial court erred prejudicially in the exclusion of certain evidence and in unduly restricting cross-examination of certain witnesses. We do not sustain the assignment.

There are well-established rules which have application here in disposing of Margaret’s contentions. In Reynolds v. Knott, 164 Neb. 365, 82 N. W. 2d 568, we reaffirmed that: “A testator may dispose of his property as he pleases. The law does not require that he recognize his relatives therein nor does it put any obstacle in the way of the aged or infirm in making disposition of their property by will; provided, only, that their mentality conforms to the accepted tests at the time of the execution of such testamentary instrument and same was not procured by undue influence.”

The mental capacity of a testator is tested by the state of his-mind at the time he executed his will. In re Estate of Goist, 146 Neb. 1, 18 N. W. 2d 513. Also, when undue influence is alleged as a defense, the evidence must tend to show undue influence directly in reference to the will in question. In re Estate of Thompson, 153 Neb. 375, 44 N. W. 2d 814. Further, proof of undue influence is generally permitted to take a wide range, but it should be confined to a date ma[498]*498terially corresponding with execution of the will. 94 C. J. S., Wills, § 248, p. 1116, § 245, p. 1107.

In Grosse v. Grosse, 166 Neb. 55, 87 N. W. 2d 900, we reaffirmed that a litigant should not ordinarily be permitted to cross-examine a witness on a matter foreign to the scope of his direct examination. See, also, Zimmerman v. Lindblad, 154 Neb. 453, 48 N. W. 2d 415, wherein we stated the general rule with regard to the limitations of cross-examination, and defined the inclusive meaning and application of the general rule.

In Manley State Bank v. Spangler, 130 Neb. 196, 264 N. W. 459, quoting from Brooks v. Thayer County, 126 Neb. 610, 254 N. W. 413, we held: “ ‘Under section 20-853, Comp. St. 1929 (now section 25-853, R. R. S. 1943), violation of the strict rule of cross-examination will not be considered ground for reversal unless it clearly results in prejudice to the substantial rights of the party complaining.’ ”

Also, as stated in 5A C. J. S., Appeal and Error, § 1604, p. 88, citing numerous authorities, several of which are from this jurisdiction: “The exercise by the trial court of its discretion in ruling on the admission or rejection of evidence will generally not be reviewed by an appellate court, unless it is clearly or plainly shown that the trial court abused its discretion.

“Application of this principle has been made to rulings relating to the reception of evidence the admissibility of which turns upon its relevancy, evidence collateral to the main issue, or which bears remotely on issues involved; and to rulings relating to cumulative evidence, opinion evidence, evidence concerning a matter of common knowledge, and evidence which is otherwise competent but is claimed to have a tendency to excite undue prejudice.”

In the light of the foregoing rules, we have examined the record. The evidence is voluminous, with separate exhibits made a part thereof. A reading of the record discloses that contestants were permitted on [499]*499both direct and cross-examination to go far afield into collateral matters which were incompetent, irrelevant, and immaterial, and not properly a part of this or any other will contest. In that situation we can do no more here than summarize the material relevant evidence from which the jury could have reasonably concluded as it did, and point out why the contentions of Margaret S. Coryell have no merit. In doing so, proponent Ada S.

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Bluebook (online)
96 N.W.2d 421, 168 Neb. 494, 1959 Neb. LEXIS 51, Counsel Stack Legal Research, https://law.counselstack.com/opinion/westover-v-kerr-neb-1959.