Whelan v. Burris

83 N.W.2d 183, 1957 N.D. LEXIS 122
CourtNorth Dakota Supreme Court
DecidedMay 14, 1957
DocketNo. 7652
StatusPublished

This text of 83 N.W.2d 183 (Whelan v. Burris) is published on Counsel Stack Legal Research, covering North Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Whelan v. Burris, 83 N.W.2d 183, 1957 N.D. LEXIS 122 (N.D. 1957).

Opinions

GRIMSON, Chief Justice.

This case is before this court a second time. This time it is upon appeal from the order of the district court granting the petitioner a new trial. The case involves the contest of a will. The petitioner filed the will of her father, Henry Burris, in the county court of Grand Forks County and petitioned for its probate. In that will petitioner was the sole beneficiary except for a small bequest to a church. Her brother, Leo Burris, on behalf of himself and their six brothers and the children of two deceased brothers filed objections to the probate stating that Henry Burris at the time of the execution of the will was over 90 years of age, impaired mentally and physically; that during the last year or more of his life he had been under the care and custody of the petitioner; that she attempted to isolate him from his sons; that she had used undue influence on him to make his will in her [184]*184favor so that it was not his free and voluntary act. The contestant prays that probate of the will be denied. Petitioner filed an answer denying all the charges of undue influence.

Hearing was had before the county judge who found for the petitioner and admitted the will to probate.

An appeal was taken to the district court of Grand Forks County, and tried to a jury. Aftei- a twelve day trial the jury brought in a verdict that the will of Henry Burris “is not a valid will.”

Prior to the submission of the case to the jury the petitioner had moved for a directed verdict on the grounds that the will was properly and legally executed and that there was no evidence of undue influence in connection with the execution of the will. That motion was objected to and denied.

After the verdict was received the petitioner moved for judgment notwithstanding the verdict or, in lieu thereof, for a new trial on the grounds alleged in her motion for a directed verdict and further, “that the court erred in submitting to the jury the question of the validity of the will on account of its being signed by a mark” and also “that the court erred in submitting to the jury two forms of general verdict, namely; that the will is a valid will; or that the will is not a valid will.” In a further elaboration of the motion the specifications stated:

“Under the court’s instructions the jury was instructed that there was more than one theory upon which they might find the will to be invalid, namely, upon the theory that the will was not properly executed by the testator by mark, or that the will was invalid on account of undue influence. There is no way to determine upon which theory the jury found that the will was invalid. It is impossible to say upon which theory of the case the jury returned the verdict complained of * * * the former being a question of law and there being no sufficient evidence to sustain the latter.”

The District Court granted the motion for a judgment notwithstanding the verdict on the ground that as a matter of law the will of the testator was valid and that the proponent’s motion for a directed verdict made at the close of the testimony should have been granted. The court then ordered the judgment, entered upon the jury verdict, set aside. From that order an appeal was taken to this court.

This court on that appeal found that the will was duly executed and that “the only issue submitted to the jury by the trial court was therefore whether or not the will of Henry Burris was the result of undue influence exerted upon him by Martha B. Whelan, the sole beneficiary thereunder.” On that issue this court found that the evidence sustained the verdict of the jury. The judgment of the district court was reversed and the judgment of the jury was ordered reinstated. In re Burris’ Estate, N.D., 72 N.W.2d 884, 889.

On a petition for a rehearing this court granted the petitioner leave to renew in the District Court her motion for a new trial which had been made in connection with the motion for judgment notwithstanding to be used if that motion was not granted. The alleged errors argued in support of the motion for a new trial were those included in the specifications of error on the motion for judgment notwithstanding the verdict as hereinbefore set out.

The district court on that argument granted a new trial and ordered, “That the verdict and judgment rendered herein be set aside and a new trial granted, costs to abide the event of the action, on the-ground that the court erred in the submission of the case to the jury for a general verdict on two different issues, one of which was erroneous.” From that order this appeal is taken.

[185]*185The only questions for this court now are whether the case was originally actually submitted by the court for decision on two grounds, and if so, whether that constituted error under the facts in this case. To decide that we must consider carefully the record in the case.

In the p-leadings the petitioner merely presents the will and asks for its admission to probate. The respondents filed objections that on account of the undue influence of the petitioner the “will was not his free and voluntary act, and that had he been free from said influence of appellant, (the petitioner), he would not have made the will in question.” They pray that the probate be denied on that ground. No issue was raised by the contestants as to the execution of the will.

During the petitioner’s presentation of the evidence in the case at bar it appeared that the testator signed the will by mark. The question was raised whether he could not have signed his name. There was no dispute in the evidence presented upon that matter or on the proper execution of the will. That became entirely a question of law as we held in the former opinion. Motion was made at the close of testimony to leave that question for determination by the court but was withdrawn. That would have been passed upon by the court if it had been given the opportunity. Since that side issue was allowed to remain in the case the court had to give a pro forma instruction on the matter.

The court instructed the jury that the material allegations of the petition must be established by the petitioner by a fair preponderance of the evidence. It then ■enumerated these material allegations and instructed the jury on the law defining 'mark’ as a part of the 'signature’ or ‘subscription’ ” and, without comment, ■briefly sets forth the contents of the statutes governing the execution and attestation of the will.

Then the instructions go on to state that the claim of the contestants is that the petitioner exercised undue influence upon the testator and that the burden of proof is upon the contestants to prove such undue influence by a fair preponderance of the evidence. Then the court proceeded to give very complete instructions upon undue influence.

It is claimed by the petitioner that the matter of proper execution of the will and undue influence constituted two issues that were submitted to the jury and the jury’s general verdict did not indicate on which ground it was based and that, therefore, the new trial must be had. Several cases were cited by the petitioners supporting that principle. Examination of these cases, however, shows those cases were fully submitted to the jury with sufficient evidence and complete, impartial instructions on both issues. Dubs v. Northern Pacific Railway Co., 50 N.D. 163, 165, 195 N.W. 157; McLeod v. Simon, 51 N.D. 553, 200 N.W. 790; Black v.

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Cite This Page — Counsel Stack

Bluebook (online)
83 N.W.2d 183, 1957 N.D. LEXIS 122, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whelan-v-burris-nd-1957.