Wilson v. McConnachie

49 P. 172, 117 Cal. 262, 1897 Cal. LEXIS 654
CourtCalifornia Supreme Court
DecidedJune 16, 1897
DocketL. A. No. 233
StatusPublished
Cited by67 cases

This text of 49 P. 172 (Wilson v. McConnachie) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wilson v. McConnachie, 49 P. 172, 117 Cal. 262, 1897 Cal. LEXIS 654 (Cal. 1897).

Opinions

McFarland, J.

This is an appeal by the proponents [265]*265of the will of Bridget Wilson, deceased, which was probated on May 9, 1893, from a judgment vacating the probate and from an order denying proponent's motion for a new trial.

The said Bridget Wilson died on the fourteenth day of March, 1893, at Los Angeles, California. She left a will, dated February 27, 1893, and executed on that day, and a codicil to said will, executed and dated on the 11th of March, 1893. These two instruments were admitted to probate as constituting the last will and testament of the deceased. She left no children or lineal descendants, and her husband, John Wilson, was her only legal heir. By the instrument of February 27th (which, for convenience, we will call the will, to distinguish it from the codicil), after making bequests and devises to several different parties, and, among others, one thousand dollars to Charles McMahon, she left the residue of her estate to Alicia McMahon, who is the mother of said Charles McMahon. She also in this will gave to her husband fifty dollars per month. By the codicil she revoked the gifts to both said Charles and Alicia McMahon, and left the greater part of her estate undisposed of, so that it would go to her husband as her legal heir.

On the last day of the year succeeding the probate of said instruments as the will of the deceased, the said John Wilson filed a written contest of the same, in which he averred that for various alleged reasons the will had not been properly executed. He further alleged that at the time of the execution of both the will and the codicil the deceased was not of sound mind or competent to make a will; and also that the will and codicil were procured by the undue influence of one John Mc-Connachie, the undue influence alleged being that the said McConnachie was the agent of the deceased and possessed great power and influence ever her, and “was continually poisoning the mind of said Bridget Wilson against the contestant herein, the said John Wilson, her husband, by reporting to her false and scandalous [266]*266reports concerning the conduct of the said John Wil- . son”; and that by means of said false reports, while she was physically and mentally weak and suffering great pain, he induced her to change her will and leave property of great value to him. The attack of the contestant Wilson was against both the will and the codicil. On the same day the said Alicia McMahon and Charles McMahon also filed a contest directed against the codicil alone, averring that the deceased at the time of making said codicil “was not of sound and disposing mind, but was, on the contrary, of unsound mind and insane, and mentally incompetent to make a will”; and that the codicil was procured to be made by the undue influence and fraud of the said McOonnachie and Michael Curran and his wife, Mary Curran, who, it is alleged, falsely represented to the deceased that the McMahons had no love or affection for her, and that they were exceedingly wealthy, and in no need of any gifts from her, and thus poisoned the mind of the deceased against them and induced her to revoke the said gifts to them. They also allege that McOonnachie and the Currans prevented friends of the deceased from seeing her, etc. It thus appears that the contest of John Wilson goes upon the theory that the deceased was of unsound mind and incompetent to make a will, and was improperly influenced at the time this -will was made and also at the time the codicil was made, while the theory of the McMahons is that she was competent to make a will and was free from any undue influence on the 27th of February, but was incompetent and improperly influenced twelve days afterward, when the codicil was made. To complicate the matter further Wilson filed an answer to the written contest of the McMahons, in which he denied all its allegations. Afterward Wilson was allowed, over the objections of the proponent, to file an amendment to his contest, in which he sets up the facts which he claims to have constituted undue influence, by averring substantially that McOonnachie falsely poisoned the mind of the deceased [267]*267with stories about her husband being too intimate with a woman by the name of Sanchez, and also that deceased was unduly influenced by Michael and Mary Curran, the averment being substantially that McConnachie and the Currans prevented the friends of John Wilson from seeing the deceased, and made false representations to her about the conduct of John Wilson and the said Sanchez.

The jury returned a special verdict in answer to eleven interrogatories proposed to them. In answer to all the interrogatories touching the signing of the will and codicil, their proper attestation, publication, and execution, the verdict was in favor of proponents. They found also that at thedate of the execution of both the will and the codicil the deceased was not of sound mind. The interrogatory as to undue influence was as follows: “Was the execution of said instrument of date February 27,1893, procured through the undue influence of John McConnachie, Michael Curran and Mary Curran, or either of them?” and the answer was “Yes.” The interrogatory as to the codicil was in the same form, and the answer was the same. The interrogatory as to whether the instruments were procured through fraud, was also in the same form, and the answers were the same; that is to say—was the instrument “ procured through the fraud of John McConnachie, Michael Cur-ran and Mary Curran, or either of them?” and the answer was “Yes.”

Appellants took a great many exceptions to rulings of the court, which are elaborately argued by the respective counsel; but, under our views of the case, it is not necessary to notice all, or, indeed, the greater part of these exceptions. Such as are necessary to be considered, we will notice hereafter. We may say here, however, that the part of the amendments to the Wilson written contest which set up fraud should have been stricken out, because the amendments were made more than a year after the probate of the will, and, as the alleged fraud was a new cause of action, it could not be [268]*268set up for the first time after the expiration of the year. Appellants also contend that the court erred in allowing the Wilson amendments made after the year on the subject of undue influence. In the original, undue influence was charged against McConnachie, which was averred to consist in “ reporting to her false, scandalous reports concerning the conduct of the said John Wilson”; but the nature of the reports was not stated, and in the amendments it was stated what those reports were, and also that undue influence was exercised by Michael and Mary Curran. The point of appellants is, that these amendments state new matters which could not be set up after the expiration of the year. This contention of appellants cannot be maintained as to the amendments about the alleged undue influence of McConnachie; it was a mere amplification of the original charge, and may properly be considered as simply a more definite statement of what had been formerly averred. But the point must be sustained as to the averment in the amendment about the undue influence alleged to have been exercised by Michael and Mary Curran; these averments are not amendatory or explanatory, or in amplification of anything alleged in the original, but are statements of entirely new matters, constituting another and independent cause of contest, which could have been presented only within a year after the probate. Therefore, the demurrer to these should have been sustained, or they should have been stricken out or disregarded.

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Bluebook (online)
49 P. 172, 117 Cal. 262, 1897 Cal. LEXIS 654, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilson-v-mcconnachie-cal-1897.