Estаte of ABNER H. STONE, Deceased. FANNIE BOMASH, Appellant, v. JEROME STONE et al., Respondents.
Civ. No. 13682
Second Dist., Div. Three
June 18, 1943
A petition for a rehearing was denied July 14, 1943.
59 Cal. App. 2d 263
Under the foregoing rules of statutory construction we are required to hold that the clause of
The judgment is affirmed.
Barnard, P. J., and Griffin, J., concurred.
Appellant‘s petition for a hearing by the Supreme Court was dеnied August 12, 1943. Shenk, J., Curtis, J., and Traynor, J., voted for a hearing.
Dudley Robinson for Appellant.
Jerry Giesler and Ward Sullivan for Respondents.
Jeromе Stone, chief beneficiary and one of the executors of the will, was a nephew of decedent and his assistant in the latter‘s business of dealing in trust deeds. The two, being unmarried, lived together in an apartment and Abner often referred to Jerome as his brother. The will bears the signatures of two persons as witnesses, Celia LeVee, mother of Jerome, and Joseph Loeb, who after the date of the will and before the trial of the contest married one of two sisters, Jerome having married the other. The testimony as to the execution of the will was that Jerome, at Abner‘s request, called Celia LeVee and Joseph Loeb to come to the apartment of Abner and Jerome on Sunday morning, February 5, 1939. Before their arrival Abner was engaged in writing the will by typewriter, making one carbon impression. He signed the will in the presence of the three persons and asked Celia LeVee and Joseph Loeb to “sign the will which he had just written and signed.” A line was drawn by typewriter for the testator‘s signature, but no lines for those of the witnesses. Loeb wrote the words “Witnessed by” on one of the copies and signed his name, below which Celia signed. Abner signed the other copy also but the witnesses did not. Abner folded both copies and put them in his pocket, from which he then took one, placed it in an envelope (which we shall call No. 1), sealed it, and gave it to Jerome to put in a dresser drawer, which was done. A day or so later Abner gave Jerome another envelope (No. 2), which Jerome placed in a drawer of the dresser under instructions from Abner to open it in case anything went “haywire” as a result of an operation which Abner was about to undergo. Envelope No. 2 contained instructions to Jerome for Abner‘s burial, which were dated February 6, one day after the date of the will. Abner later went to the hospital, submitted to the operation and died April 18. Other events described by the witnesses were
The theory of the contestant at the trial, and the one insisted upon here, is that the signatures of the witnesses were subscribed to the will during the hour and a half that intervened while Jerome was going to his safe deposit box and returning to the Farmers & Merchants Bank with the will which bore the signatures. The circumstances upon which appellant relies to support the verdict are the following: that the unwitnessed copy and not the witnessed will was found in Abner‘s safe deposit box; that Jerome remained silent when the deputy county treasurer remarked that the will was not witnessed; that Jerome made a number of visits to Abner‘s safe deposit box while the latter was in the hospital and yet testified that he had not seen the unwitnessed document in the box with Abner‘s other papers; that Jerome testified that Abner put one copy of the will in an envelope and gave it to him and yet later testified that he did not know until he opened the envelope that it contained the will; that he testified that Abner sealed the envelope before giving it to him and yet the envelope containing the will was found to contain a copy of the burial instructions, which were dated one day later than the will. Much importance is attached to the fact that Jerome had an opportunity and a motive to produce a witnessed will. The fact that Jerome at the direction of Widoff had the witnessed will photostated by the bank is pointed out as a suspicious circumstance indicating a purpose to manufacture evidence. It is also claimed to be a significant fact that the names of the witnesses were not signed with the pen used by Abner. The circumstances that the witnesses were persons who were close to Jerome and that they were called in to witness the will from different parts of the city are said to be extraordinary. In connection with the foregoing facts, minor discrepancies and inconsis-
It will be sufficient to preface our discussion of the evidence with the observation that the law does not accept speculation, supposition, or conjecture as proof. In analyzing the evidence we must first of all separate that which tends to give affirmative support to plaintiff‘s contention that the will was not executed from the evidence which tends to prove that it was duly executed. We must not confuse the will contest with the proceeding for the probate of the will, for they are separate proceedings. The nature of a proceeding for the contest of a will before probate and the rules of procedure applying thereto have been explained so fully by decisions of the Supreme Court as to firmly establish certain rules, which may be stated briefly. Contestant was plaintiff in the will contest; proponents were in a purely defensive position. The trial judge was concerned with the strength or weakness of contestant‘s case, not with that of proponents. The latter were not called upon to offer any proof at all unless and until contestant had offered proof which, standing alone, would have warranted a finding that the will had not been duly executed. In the absence of such evidence it was the duty of the court to dismiss the contest and to proceed separately to consider the petition for probate. (Estate of Latour, (1903) 140 Cal. 414, 420 [73 P. 1070, 74 P. 441]; Estate of Relph, (1923) 192 Cal. 451, 458 [221 P. 361].) It follows then that contestant could not prevail through the weakness of proponents’ case and merely because the testimony of proponents and their witnesses may have been subject to suspicion or otherwise unsatisfactory; she could succeed only by producing affirmative proof to sustain her allegation of nonexecution. The will itself, bearing the signatures of the testator and two subscribing witnesses, even without the usual attesting clause, which was not present, gаve rise to a presumption that the will had been duly executed, and this presumption was evidence in the case. (Estate of Braue, (1941) 45 Cal.App.2d 502 [114 P.2d 386]; Estate of Pitcairn, (1936) 6 Cal.2d 730 [59 P.2d 90].)
It is unnecessary to discuss the arguments of appellant which call attention to alleged contradictions and inconsistencies in the testimony of the witnesses Jerome Stone, Celia LeVee, Joseph Loeb, and certain other witnesses whose testi-
Attention may be directed next to certain facts in evidence which are relied upon by appellant but which in our opinion are without probative value to establish nonexecution of the will. The fact that it would have been possible for the witnesses to subscribe their names to the will during the hour and a half interval we have mentioned has, of course, not even slight value as evidence that they did so. There was no evidence whatever that they did witness the will after the death of Abner, and the fact that they had an opportunity to do so proves nothing. Two disinterested witnesses testified that the subscribing witness Loeb was in their butcher shop, and a third witness testified that Mrs. LeVee was in his dental office during the time when they would have had to be with Jerome Stone in order to fabricate the will. Appellant‘s argument, which is directed to the matter of the weight of the testimony of these witnesses, is beside the point which we are to examine, for if their testimony, which was introduced by proponents, should be disregarded entirely we would have left only the possibility that Loeb and Mrs. LeVee could have bеen with Jerome Stone, which would furnish no support for the contention that they were with him. And, as we have said, we are not concerned with the alleged weakness of proponents’ case.
If there is any fact in the case tending in the slightest degree to warrant an inference of other facts tending to support the allegation of nonexecution, it is that Jerome said nothing to the other relatives at the meeting in the bank about having seen a witnessed will or having in his possession a sealed envelope which he had received from Abner. When weighed as proof, Jeromе‘s silence will be seen to be wholly without evidentiary value. Plaintiff‘s argument proceeds somewhat as follows: Jerome overheard the remark of the deputy county treasurer to the effect that the will was not witnessed. He then believed the will to be valid. (This assumption, as we shall see, breaks the chain of appel-
We find no evidence other than that which we have discussed which tends even remotely to support the allegations of contestant that the will was not duly executed. What we have said amply sustains the action of the trial judge in giving judgment against contestant notwithstanding the special verdict in her favor. However, it may not be amiss to go a bit further in justifying that ruling. The trial judge in passing upon the motion for judgment notwithstanding the verdict was entitled to take into consideration all of the evidence at the trial. (Estate of Smethurst, (1936) 15 Cal.App.2d 322, 330 [59 P.2d 830].) Some of the established facts were that Jerome Stone had access to Abner‘s safe deposit box and undoubtedly enjoyed the affection and confidence of his uncle, that the will expressed the latter‘s desires with respect to the disposition of his estate, in which Jerome was preferred, that the making of the will was Abner‘s voluntary act, that his entrusting it to Jerome was not unnatural in view of the fact that the latter was chief beneficiary and one of the executors and had been directed to arrange for Abner‘s burial, and the further facts that the manner in which the will was alleged to have been executed was a reasonable and natural one and that the testimony regarding its execution was not inconsistent with other proven facts. All of these facts were pertinent to the question the trial judge had to decide, namely, whether Jerome‘s conduct and the surrounding circumstances warranted a legal inference that proponents and their witnesses were guilty of gross fraud and perjury and the offering of a false document in evidence. We are unable to point to any direct evidence or any inference from facts in evidence which we could characterize as even slight proof that on February 5, 1939, Abner Stone did not execute his will before witnesses. The court did not err in admitting the will to probate notwithstanding the finding of the jury that it had not been executed with
The judgment and order are affirmed.
Wood (Parker), J., concurred.
BISHOP, J. pro tem. — I dissent. I take my stand with the jury in this case, even though it means that, measured by the majority opinion, mine is not a reasonable mind; that I am not any more able than were the jurors to distinguish between fact and fancy.
The legal principles that govern are neither complicated nor in dispute. The order for the entry of a judgment notwithstanding the verdict should not have been granted unless there was “no evidence of sufficient substantiality to support a verdict in favor of the plaintiff” (Estate of Leahy, (1936) 5 Cal.2d 301, 303 [54 P.2d 704, 705], repeating a portion of a quotation in Estate of Lances, (1932) 216 Cal. 397, 400 [14 P.2d 768], respecting the like rule as to a directed verdict). I differ from my learned associates in that I find in the evidence substantial support for the jury‘s negative answer to this question, which was given them: “Was the alleged will, Exhibit A, on February 5th, 1939, declared by Abner H. Stone tо be his will to Joseph Loeb and Celia LeVee and thereupon subscribed by him and upon his request these witnesses each signed as a witness in his presence and in the presence of each other?”
The evidence to support the jury‘s answer need not be direct; circumstantial evidence suffices, if it meets the test of “reasonable minds.” A single thread may be weak, but a number of threads twisted together may support a heavy burden. So it may be with circumstances. “Whether a particular inference can be drawn from certain evidence is a question of law, but whether the inference shall be drawn, in any given case, is a question of fact for the jury.” (Blank v. Coffin, (1942) 20 Cal.2d 457, 461 [126 P.2d 868, 870].)
Jurors are not compelled to accept or reject all of a witness’ testimony; they may accept those portions which appeal to them while rejecting those that they do not believe. (People v. Smith, (1940) 15 Cal.2d 640, 648 [104 P.2d 510].) The jurors in this case may very well have believed that Abner Stone did, on the date which was an element of the
The copy that was found in Abner‘s safe deposit box was placed there by Abner, the jury could have determined. Of this there was no direct evidence, but it did not get there by itself and Jerome testified that he did not know of its presence there, so Abner must have placed it there on February 7, the last time he opened his box. Had the carbon copy, through some slip, been witnessed, when the original copy was not, persons not learned in law but versed in the usual propensities of men would expect Abner to seek sanctuary for the carbon copy, not for the unwitnessed original. But it was the original copy, not the “witnessed” carbon copy that he placed in safety. Nor would it seem natural that Abner, had he a witnessed copy of his will, would insert it in an envelope, marked “Instructions to Jerome Stone,” give it to Jerome without revealing its contents but with directions not to open it until someone, who did not know of its existence, told him to.
The jury had Jerome before them on the witness stand. They knew he had been present when Abner prepared the original and carbon copy, Exhibits A and B. If it were true that witnesses had been called in and went through the ceremony of witnessing Abner‘s will, Jerome knew it. Jerome knew that after the will was witnessed, if it was witnessed, that Abner put both copies in his pocket, then took one out, sealed it in an envelope and had it placed in the drawer of their common bureau. Was it the witnessed will that was in the drawer, or was that still in Abner‘s pocket? Jerome must have wondered about this, if one will was witnessed and one was not, but did not know the answer until the next big scene, the opening of the box.
Jerome was present in the group when the original copy
Is it to be held so surely true, that it can be declared as a matter of law, that the jury could not interpret Jerome‘s silence, at this moment, as eloquent as a statement on his part that he knew nothing of any will of Abner‘s having been witnessed? Was the jury unreasoning in concluding that one who had passed through the experience of The Witnessing of the Will, and who had wondered what had become of it, and who attends the ceremony of Opening the Deposit Box, only to find a will without witnesses, resulting in a query as to whether it ought to be read, would naturally, involuntarily, declare, in the family circle gathered there: “This isn‘t the only will, there is one mama witnessed.” Jеrome‘s failure to do the thing that your neighbors would expect him to do, if he knew of a will that had been witnessed, warranted the jury in concluding that he knew of no witnessed will, and consequently that the ceremony of February 5 had not taken place. The right of the jurors, charged with the duty of determining the facts at issue before them, to so conclude, is not to be destroyed by pointing out other reasons to which they might have ascribed Jerome‘s silence. The statement in the case of Estate of Wallace, (1923) 64 Cal.App. 107, 110 [220 P. 682], that “An inference cannot be said to be established by circumstantial evidence, either in a civil or criminаl case, unless the circumstances relied upon are of such a nature and so related to each other that it is the only inference which can be fairly or reasonably drawn from
The evidence of the events during the noon hour, following Jerome‘s disclosure to Widoff that he had an envelope not to be opened until Widoff told him to, fails to prove that the will was witnessed during that period but its failure in this regard does not rob it of its value. The contestant had the heavy burden of proving a negative, that the will was not witnessed on February 5. It was an aid to the contestant in discharging her burden not only to prove facts from which it could be inferred that the will had not been witnessed February 5, but also to prove that it might have been witnessed at a later day. The possibility that it was witnessed that later day is not proof that it was, but it was an aid to the jury in coming to their conclusion, because it proved that the earlier date was not the only possible one.
The trial court should not have substituted his view of the facts for that of the jury; the judgment notwithstanding the verdict should not have been rendered.
A petition for a rehearing was denied July 14, 1943. Bishop, J. pro tem., voted for a rehearing. Appellant‘s petition for a hearing by the Supreme Court was denied August 16, 1943. Curtis, J., and Traynor, J., voted for a hearing.
