Yribar v. Fitzpatrick

416 P.2d 164, 91 Idaho 105, 1966 Ida. LEXIS 243
CourtIdaho Supreme Court
DecidedJune 22, 1966
Docket9684
StatusPublished
Cited by6 cases

This text of 416 P.2d 164 (Yribar v. Fitzpatrick) is published on Counsel Stack Legal Research, covering Idaho Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Yribar v. Fitzpatrick, 416 P.2d 164, 91 Idaho 105, 1966 Ida. LEXIS 243 (Idaho 1966).

Opinion

McQUADE, Justice.

For a complete and detailed account of the facts in this case, see the opinion of this court in Yribar v. Fitzpatrick, 87 Idaho 366, 393 P.2d 588 (1964).

The contéstants-appellants, herein referred to as the contestants, are the heirs at law of the deceased, Felipe Yribar. They have contested the admission to probate of the deceased’s last will and testament, executed in 1957, and a codicil thereto, executed in 1962. After a trial in the probate court, the contestants appealed to the district court wherein a trial de novo was held. 1 The district court affirmed the admission of the will and codicil to probate but invalidated certain provisions therein. From that judgment the contestants have appealed and the defendants-respondents, the executors of Yribar’s estate, herein referred to as the executors, and the intervenor, the Attorney General of the State of Idaho, have cross-appealed.

We shall discuss first the contestants’ assignments of error, which are directed generally to the trial court’s rulings and instructions to the jury. Contestants, in their amended complaint, alleged that the deceased executed his will under “restraint, undue influence and misrepresentation” on the part of the executors; that the executors “poisoned and prejudiced” the mind of the decedent against the contestants; that the decedent’s signature on the will was obtained by the “fraudulent im-portunities” of the executors while the “decedent’s volition was overpowered” and without his understanding of the full meaning of the will; and that, because of advanced age and overindulgence in intoxicating liquors, the decedent’s mental abilities were diminished, causing him to execute the will under the “urging, undue influence and misrepresentations” on the part of the executors.

The trial court ruled that as a matter of law the decedent possessed the requisite testamentary capacity at the time he executed the will and codicil and that they were duly published, attested to, and executed according to law. A special interrogatory was submitted to the jury, which .asked: “At the time of the execution of the will in question in this case was Felipe Yribar under the undue influence, as the same has been defined to you in these instructions, of Oliver Davis and H. B. Fitzpatrick?” The jury’s response was “No” and they also found in favor of the executors and against the contestants, whereupon the trial court affirmed the probate court order admitting the will and codicil to probate.

The contestants urge as error the trial court’s withdrawing from the jury the issues of fraud by the executors in procuring the execution of the will and codicil; its limiting the question of undue influence to Davis and Fitzpatrick, whereas the undue influence of William Furchner, the decedent’s attorney also should have been submitted; and its ruling as a matter of law that the decedent possessed the requisite testamentary capacity at the time of execution of the instruments and that they were duly authenticated, executed and published and for withdrawing these is *107 sues from the jury. Clearly, the burden of proving undue influence or fraud in the procurement of the execution of a will is on the contestants. The mere showing of a confidential relationship between the testator and his attorney or the executors named in the will does not raise a presumption of, nor is it a sufficient showing that, undue influence was exercised over the testator in procuring the execution of his will. Swaringen v. Swanstrom, 67 Idaho 245, 175 P.2d 692 (1946).

We have reviewed the transcript carefully and have been unable to find any evidence, nor have contestants specified wherein such evidence, if any, could be found in the record which would warrant submitting any of the above issues to the jury. There was no evidence upon which reasonable minds could differ. Nor was there evidence upon which a finding in favor of contestants on these issues could be sustained. The trial court properly withdrew these questions from the jury. Alsup v. Saratoga Hotel, 71 Idaho 229, 229 P.2d 985 (1951). Therefore, contestants’ assignments of error relating to the refusal of the trial court to grant their requested instructions to the jury on these issues are without merit.

Contestants also urge that the trial court incorrectly defined “undue influence” to the jury. The trial court instructed the jury as follows:

“INSTRUCTION NO. 14
“Undue influence has been, in effect, defined as domination by the guilty parties over the Testator to such an extent that his free agency is destroyed and the will of another person substituted for that of the Testator.”

Contestants also allege that Instruction No. 15 conflicts with the foregoing instruction.

“INSTRUCTION NO. 15
“You are instructed that in order to show undue influence it is not necessary to prove circumstances of either actual domination or coercion; that the only positive and affirmative proof required is of facts and circumstances from which undue influence may be reasonably inferred.”

These instructions correctly stated the applicable law and no error is contained therein. In re Lunders’ Estate, 74 Idaho 448, 263 P.2d 1002 (1953).

Contestants also alleged error in the trial court’s permitting “caustic, critical and irrelevant” cross-examination of one of the contestants, Ralph Yribar. Ralph Yribar verified the amended complaint in which the allegations as to undue influence, fraud, mistake, etc., were set forth. On cross-examination he was asked if he was able to substantiate these allegations with specific facts. Yribar responded that he could not. Although Yribar had difficulty with the English language, the trial judge protected the witness by repeatedly inquiring of Yribar if he understood the questions propounded by counsel on cross-examination. In addition, an interpreter was employed to aid in arriving at preciseness in propounding questions and relating the witness’ answers. Cross-examination of a party as to facts forming the basis of his complaint is permissible and when such witness repudiates the allegations in his complaint or, as Yribar stated, he had no knowledge of any facts to support those allegations, the trial court properly may instruct the jury, as was done here, 2 that such testimony constitutes an admission. Van Meter v. Zumwalt, 35 Idaho 235, 206 P. 507 (1922).

*108 The contestants assign numerous other errors, primarily with regard to the instructions to the jury and the trial court’s denial of certain of contestants’ requested instructions. We have carefully reviewed the record and find no reversible error contained in the trial court’s instructions or in its denial of the requested instructions.

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Bluebook (online)
416 P.2d 164, 91 Idaho 105, 1966 Ida. LEXIS 243, Counsel Stack Legal Research, https://law.counselstack.com/opinion/yribar-v-fitzpatrick-idaho-1966.