116 P. 1004 | Mont. | 1911
delivered the opinion of the court.
On December 24, 1909, Anna E. Nett, defendant, filed a petition in the district court of Lewis and Clark county asking for an order admitting to probate a paper purporting to be the last will and testament of Edward J. Murphy, deceased, and to have been executed at Portland, Oregon, on December 12, 1908. The paper bears the signature of the deceased, attested by two wit
“(1) Was the deceased, Edward J. Murphy, competent to make a last will and testament at the time of the signing of the instrument offered for probate as his will? Answer: No.
“(2) Was the mind of the deceased, Edward J. Murphy, at the time of the execution of the instrument offered for probate as his will, free from the undue influence of the defendant, Anna E. Nett? Answer: No.”
The court entered its judgment thereon, rejecting the will and declaring that the deceased died intestate. The defendant has appealed from the judgment and an order denying her motion for a new trial. The principal contention is that the evidence is insufficient to justify the findings. Before proceeding to examine the evidence, however, we may properly notice briefly some suggestions made by counsel for appellant touching the sufficiency of the allegations of fact by plaintiff, showing undue influence, and alleged inconsistency in the findings.
It is suggested that the ultimate facts showing how undue influence was exerted upon the mind of the deceased are not alleged, and hence that this ground of plaintiff’s opposition is vulnerable to a general demurrer. We understand that this suggestion carries with it the further suggestion that this ground of opposition is insufficient to sustain a judgment. We do not question the propriety of the rule invoked by counsel (Estate of Gharky, 57 Cal. 274; In re Sheppard’s Estate, 149 Cal. 219, 85
But counsel say that the two finding’s are inconsistent, in that the one negatives the existence of the fact found in the other, in other words, that the finding that the deceased executed the alleged will under the impulse of undue influence exerted by the defendant, implied testamentary capacity. A person enfeebled in mind and body, though still retaining testamentary capacity, may be more readily swayed and influenced by those about him, than when in his normal condition; yet, in a legal sense, undue
The court should have directed the jury to omit an answer to the second interrogatory if they should answer the first'in favor of the plaintiff, and vice versa. But that this course was not pursued does not necessarily require a reversal of the judgment, if either finding is justified by the evidence. Moreover, this
• As to the mental capacity of the deceased: It would be impossible within reasonable limits to set forth and analyze in detail the large volume of evidence introduced at the trial. We shall therefore state our conclusions upon it, particularizing those portions of it only which we think require special notice.
The deceased was at the time of his death thirty-seven years of age. His father had been addicted to the use of alcoholic, liquors prior to the birth of deceased, and was quarrelsome and abusive toward the plaintiff. Because of his abusive conduct on one occasion, when the deceased was about three years old, he was” struck on the head with a stick of wood by a brother of the plaintiff. Subsequently he became insane and was confined in the asylum for the insane at Warm Springs, dying of dementia in 1907. The deceased was sober and industriously devoted himself to the business of stock-raising, with the result that at the time of his death he had accumulated a considerable estate. During the year 1907 the deceased began to show some eccentricities of conduct; but these are significant only when viewed in the light of subsequent events. They were not deemed significant at that time. In August, 1908, while engaged in stacking hay, he fell from the stack sustaining a severe injury to his head. Presently he apparently recovered. During the following October he, with others, accompanied a.shipment of cattle, by way of Great Falls, to Chicago. Before reaching St. Paul he became violently insane. Put under the influence of narcotics after his arrival at St. Paul he became better and proceeded to Chicago. On the way he again became violent. Upon his arrival there he was put under treatment. The defendant, who had also gone to Chicago in the meantime, took charge of •him and had him under restraint and treatment at different institutions in the city for some eight or ten days. Thereupon,, his condition not improving, under the advice of physicians, she
The foregoing is a summary of facts about which there is not, nor can there be, any controversy upon the evidence. Nor, do we think, is there any substantial ground for controversy that, up to about December 1, and after some time early in 1909, the deceased was not mentally competent to attend to business of any character. The testimony as to his condition after this time, and particularly on December 12, is conflicting. Charles Eeed was an inmate of the hospital some time prior to and until December 12. He was employed as a nurse for deceased from November 25 until December 3. He testified: “When I first saw him [deceased], he was in an unconscious condition and in a strait-jacket lying in a cot on the floor. He was in a stupor or unconscious, and we took him that night to St. Vincent’s Hospital. His condition from the 25th of November until the 3d of December, while I was attending him, was such that at times he was rational, and at other times he was unconscious, and other times he was strapped on the bed. He was in a strait-jacket several times; it was necessary to put him in a strait-jacket to keep him in bed. At times he would be delirious and moaning and others rational. I took an interest in him on account of him coming from Montana. I left the hospital on the 19th of December. Along about December 12,1 would say he was in a kind of stupor and in an unconscious condition. He used to bump his head on
Two physicians residing in Montana, who did not know deceased, called to express opinions based upon the facts shown in the evidence, stated that in their opinion the deceased was suffering from dementia, an incurable form of insanity; that, being so afflicted, he was not subject to lucid intervals; .and hence that he was incompetent at the time the will was executed. Both qualified their opinions as to his competency on December 12, by saying that they did not care to be understood as contradicting any statements made in this regard by the physician who attended the deceased, inasmuch as a physician who had made personal inspection and examination was better qualified to speak as to the actual condition.
Counsel for appellant insist that, notwithstanding this evidence, no other conclusion can be drawn from the evidence as a whole than that on December 12, when the will was executed, the deceased was passing through a lucid interval which covered at least three weeks of the month of December, and that he not only fully understood the nature of his act in executing his will, but that, also, by doing it he accomplished the purpose which he had
The nurse, Anna Shannon, who was one of the attesting witnesses and who attended him from December 1 and for two weeks thereafter, stated that when she was employed he appeared to be at times mentally deranged, but during most of the time when she was with him he was rational; that his condition
Patterson, the other attesting witness, was examined at length. He had met the deceased, who had visited Portland in company with the defendant in March and May, 1908. He seems to have-been an intimate acquaintance, the intimacy having been brought about by the fact that, during the visit just mentioned, the defendant and deceased had occupied a suite of rooms adjoining-those occupied by the witness. When the defendant took deceased to Portland, the acquaintance was renewed, the defendant having put her two sons into the school in which the witness was-a teacher. He testified in detail as to his observation of the deceased on the occasion of the several visits paid him at the hospital upon the invitation of defendant, from about November 25, 1908, until the latter part of the following January. During the month of January he met the deceased while walking in
Mr. Cavanaugh, an attorney who prepared the power of attorney executed on December 5, testified, in effect, that at the time he questioned the deceased particularly in order to ascertain whether he fully understood the nature of his act, and ■became satisfied that he did, or otherwise he would not have permitted the execution of the instrument.
There is not any evidence in the record showing that the deceased ever, after his attack at Chicago, attempted to transact business of any kind, other than to execute the power of attorney and the will.
The theory of counsel for defendant is that the burden of showing that at the time the will was executed the deceased was not competent was upon the plaintiff; that the evidence intro
It is not controverted that the deceased became insane during the month of October, and remained so intermittently during the month of November. There is some direct evidence — that of the witness Reed — that he remained in this condition well into December, and that he was in an apparent stupor and in an unconscious condition on or about December 12. Two physicians were of the opinion that he was suffering from an incurable insanity and not subject to lucid intervals. It is not controverted that in the early part of the year 1909 he became permanently insane from dementia and remained so until his death. During
The testimony of Reed and that of the physicians aside, they insist that the testimony of Dr. Story and that of the witness Patterson is uncontradieted and should have been deemed conclusive. The testimony of these witnesses, however, was competent. The weight to be given it was for the jury to determine; so, also, in the light of all the attendant circumstances, the credibility of the testimony of Dr. Story and the witness Patterson was for the jury to determine. The question as to who should sustain the burden of proof we shall consider when we come to examine the instructions submitted to the jury.
Upon the issue of undue influence, a great deal of evidence other than that summarized above was introduced. "We shall not undertake a discussion of it. We are satisfied, however, that, taking into consideration the intimate confidential relations shown to have existed between the defendant and the deceased, the weak mental condition of the latter, assuming that he was mentally competent notwithstanding his condition, together with all the other circumstances, a case was made sufficient to go to the jury within the definition of “undue influence,” as declared by the statute. (Rev. Codes, sec. 4981.) Upon another trial, which we must order because of error in the instructions, the trial court should bear in mind that undue influence cannot, in a legal sense, be exerted upon a person who is destitute of testamentary capacity, and submit the findings to the jury with explicit directions, in accordance with the suggestions heretofore made.
“(4) The court instructs you that all persons are of sound mind who are neither idiots nor lunatics, nor affected with insanity.”
“ (6) The court instructs you that where insanity in the testator has been shown to exist at a time previous to the execution of the will, and is also shown to exist at a time subsequent to the execution of the will, the proponent of the will is then bound to show that it was executed at a time when the testator was of sound and disposing mind.”
The criticism of instruction 4 is that it states the test by which ability to form a criminal intent is to be determined, and is therefore inapplicable to a case such as this, involving an inquiry as to mental capacity of an alleged testator, because it takes less mental capacity to make a will than it does to form a criminal intent. The instruction is taken from section 8113, Revised Codes. It states the presumption which prevails at the outset in every criminal case: That the defendant is sane until the contrary appears. As counsel say, it has no reference to the extent of mental capacity necessary to enable one to enter into a valid
Instruction No. 6 is clearly erroneous. In effect it told the jury to find for the plaintiff if the evidence showed that the deceased was insane at any time prior to December 12, and at any subsequent time, unless the defendant had sustained the burden of showing by preponderating evidence that he was sane, and therefore competent at the time he executed the will. The burden of proof was thus cast upon the defendant.
Evidently the court had in mind the presumption mentioned in section 7962, subdivision 32, Revised Codes: “That a thing once proved to exist continues as long as is usual with things of
Lunacy, or insanity, if of a general, habitual, or permanent nature, once shown to exist, is presumed to continue until the presumption is overturned by countervailing evidence. This rule is recognized by the courts generally. (In re Brown, 39 Wash. 160, 109 Am. St. Rep. 868, 81 Pac. 552, 1 L. R. A., n. s., 540, 4 Am. & Eng. Ann. Cas. 488, and notes; 16 Am. & Eng. Ency. of Law, 2d ed., 604.) Where its existence is made to appear, the presumption referred to attaches; for we know from experience
Under the statute the contestant occupies the position of plaintiff. (Rev. Codes, see. 7397.) He has the affirmative of the issue and must prove it or be defeated. (Section 7972.) The procedure to be observed in this class of cases is pointed out in Farleigh v. Kelley, 28 Mont. 421, 72 Pac. 756, 63 L. R. A. 319. The trial is initiated when the formal preliminary proof of the execution of the will is before the court; that is, formal proof
Errors are alleged upon the giving of other instructions and a refusal to give one requested by the defendant. But what has already been said fully disposes of the contentions made in respect of them. The errors alleged upon the admission and exclusion of evidence are not of sufficient merit to demand special notice.
The hypothetical question submitted to Dr. Scanland recited one fact not shown by the evidence; but this was not of material import. For this reason the question is subject to criticism,
The plaintiff has submitted under the provisions of the statute (Rev. Codes, sec. 7118) the ruling of the court in admitting
The infirmity attaching to these depositions is that they were not taken to sustain any issue in this case; nor was there the opportunity for cross-examination which the law contemplates. They were not admissible from any point of view, even though the plaintiff did contest the fitness of the defendant to be appointed the guardian of her brother. The statute (Rev. Codes, sec. 7118, supra) requires this court to review the errors made, not only against the appellant, but also those made in his favor, if they are made to appear in the record by bill of exceptions, and prohibits the reversal of the judgment upon any error complained of by the appellant, if, but for the error against the respondent, the result of the trial would have been the same. As we have seen, a new trial of this case must be ordered for error which the error in the ruling in question cannot compensate.
In the trial of this case the procedure outlined in Farleigh v. Kelley, supra, was entirely overlooked. Upon another trial the court should observe it and thus avoid much of the confusion which attended the former trial.
The judgment and order are reversed, and the cause is remanded for a new trial.
Beversed and remanded.
Rehearing denied June 22, 1911.