Majority
Headnote
Wills—Contest of Probate—Undue Influence—Support of Finding —Review upon Appeal—Conflicting Evidence.—Where the contest of the probate of a will is sustained on the ground of undue influence, a finding upon that issue is supported by the clear and positive testimony of interested and hostile witnesses of such a nature as to warrant the verdict, if the jury believed it to be true, even if the conflicting evidence for the proponent was preponderating. All questions of credibility of witnesses and of the weight of the testimony were exclusively for the jury and for the trial court. The rule is the same in will contests as in other proceedings; and a verdict or finding in such a ease will not, be disturbed where there is a real and substantial conflict upon the issues of fact involved.This is an appeal from an order denying a new trial of the issues made by the petition for the probate of the alleged will of the deceased, and the opposition thereto filed by Henry H. and Norman P. Snowball, two of her five surviving children.
There were several grounds of opposition to the probate of the alleged will, but only two were relied on at the trial, viz.: That the will was the result of undue influence exerted over the deceased by A. L. Snowball and Leutie C. Snowball, two of her children, and that the execution thereof was procured by fraud of the same parties. Upon the issue of fraud the jury did not return a verdict. On the issue of undue influence, the finding of the jury was in favor of the contestants. On this verdict an order was made denying admission of the alleged will to probate.
1. It is contended that the evidence is insufficient to support the finding of undue influence. An examination of the record shows that there was clear and positive evidence of such a nature as to warrant the finding if the evidence was believed by the jury to be true. It should be needless to
It will not be necessary to indulge in any extended statement of the evidence given on behalf of the contestants, but a few words may properly be said as to the general nature thereof.
Preliminarily it should be said that the fact that the jury did not find against proponents upon the issue whether the will was procured by fraud, did not preclude it from considering evidence of fraud as bearing upon the issue of undue influence. This matter was recently discussed by Mr. Justice Sloss in the Estate of Ricks, Cal. Oct. 27, 1909, [38 Cal. Dec. 401], and while a rehearing was granted in that case upon another point, what was said by him on this point was clearly correct. There, as here, the jury found against proponents on the issue of undue influence, and failed to return a verdict on the issue of fraud. It was said:
“Undue influence is not the same thing as fraud. One may exist without the other. Undue influence may, however, be exerted by means of fraud. (29 Am. and Eng. Ency. of Law, 2d ed. p. 107; Davis v. Calvert, 5 Gill and J. (Md.) 269, [ 25 Am. Dec. 282 ]; Powell v. Plant, (Miss.) 23 South. 399 ; Eckert v. Flowry, 43 Pa. St. 46 ; Robinson v. Robinson, 203 Pa. St. 400 , [ 53 Atl. 253 ].) Fraud says the court in Davis v. Calvert, 5 Gill and J. (Md.) 269, [ 25 Am. Dec. 282 ], ‘is a distinct head of objection from importunity and undue influence. Importunity and undue influence may be fraudulently exerted but they are not inseparably connected with fraud.’ To the same effect is the following language taken from the opinion of Strong, J., in Eckert v. Flowry, 43 Pa. St. 46 : ‘Now, that is undue influence which amounts to constraint, which substitutes the will of another for that of the testator.
It may be either through threats or fraud, but however exercised, it must, in order to avoid a will, destroy the free agency of the testator at the time the instrument is made.’ And this view is entirely consistent with our code definition of undue influence above quoted. Confidence or influence may be used to obtain an unfair advantage over another in a variety of ways, and no less by means of fraudulent misrepresentations than by means of duress or other pressure. The fact that the jury returned no answer to the interrogatory based on the issue of fraud did not preclude them from considering evidence of fraud as bearing upon the issue of undue influence.”
H. H. Snowball was practically disinherited by the will, being given thereby only the sum of one thousand dollars, the estate being valued at something like thirty-five thousand dollars, and the other four children being given the remainder in practically equal shares except for legacies amounting to twenty-two hundred and fifty dollars; and except that contestant Norman was given only a life interest in the Snowball home place and that Leutie C. Snowball, the . only daughter, was given all the personal property on such place. The will stated that the reason testatrix made no further provision for H. H. Snowball was that her husband made provision for him and his children and that he had been already provided for, the truth of which statement as to him was positively denied by the evidence of contestants. The will was executed April 8, 1907, less than three months before the death of deceased. At the time of its execution, the testatrix was about seventy years of age. From the time of the death of her husband, February 5, 1906, the testatrix lived with her daughter, Leutie, on the home place. The evidence indicated that up to the time of the death of her husband and for some time thereafter, the testatrix and. her son, H. H. Snowball, were on the most affectionate terms. The testimony of the contestants tended to show that from the time of her husband’s death testatrix became gradually weaker physically and more dependent on and more subject to the influence of her daughter, that the daughter systematically and constantly exerted this influence for the purpose of producing a change in the feelings of testatrix towards said son by making unwarranted accusations against him, that testatrix yielded more and more to the importunities of the daughter, that by many acts she
It is suggested by appellants that on the motion for a new trial the court erroneously adopted the view that the verdict of the jury was conclusive and that it could not draw any inferences from the evidence contrary to the inferences drawn by the jury. There is absolutely nothing in the record warranting any such claim on the part of appellants.
2. It is urged that evidence was received in violation of the rule contended for by appellants that, “where the issue before the court is that of undue influence, the declarations of the decedent are inadmissible to show her testamentary intention,
Other evidence complained of by appo'!V.:.L in this connection was that of Norman P. Snowball relative to a conversation between testatrix, Leutie, Leon, and the witness a few months before the execution of the will, but this evidence was clearly admissible as tending to show a then effort on the-part of Leutie and Leon to procure the execution of the will by the testatrix and to prejudice her against H. H. Snowball" to an extent sufficient to obtain his practical exclusion therefrom as a beneficiary.
3. Under the general statement that evidence tending to-show personal differences existing between proponents and contestants, or either of them, and their mother, was inadmissible,, appellants note certain exceptions to rulings admitting evidence. So far as any such evidence tended simply to show the state of mind of the testatrix with relation to her children!
4. It is earnestly contended that testimony given by H. H. Snowball as to certain statements made by testatrix to him in the presence of Leutie was inadmissible for any purpose. He testified that immediately after his mother’s arm had been fractured he went into the room where his mother was, and Leutie was on the lounge crying, and his mother said to him: “Havey, see what you have done; you brought a dishpan and Leutie pulled me over and broke my arm,” and that Leutie did not deny the truth of the statement. He testified further that shortly before this occurrence he went into the kitchen and there found his mother and Leutie, that his mother was crying, and that he asked her what was the matter, that she said that Leutie hit her with the frying-pan and blacked her eye, and that his sister never said a word. Both of the instances referred to were prior to the death of the husband of the testatrix.
It was a theory of contestants that prior to the death of her
5. Complaint is made that the court erred in permitting certain witnesses to state their opinions upon certain matters, where opinion evidence was not admissible. Several exceptions are noted by number under this head, but only one is. argued. On cross-examination by appellants of N. P. Snowball, who had testified that his mother was to a certain extent weak mentally, he was asked to what extent she was weak mentally, in other words, what he meant by saying that she-was weak mentally to a certain extent, and answered that she-was “easily influenced.” A motion to strike this answer out as “not responsive” and as the “volunteered opinion of the-witness” was denied. We are satisfied that it must be held that the answer was responsive to appellants’ own question,, and that they had no right to have it stricken out. We quite agree with appellants’ counsel that questions addressed to witnesses as to whether a person was one “easily influenced” call for mere opinions and conclusions from facts, as was. held in Compher v. Browning, 219 Ill. 429 , [ 109 Am. St. Rep., 346 , 76 N. E. 684 ], Assuming for the purposes of argument, that such evidence may be given by an “intimate acquaintance” under subdivision 10 of section 1870 of the Code of' Civil Procedure, the sustaining of the objection to the question asked appellants’ witness Dickson, “Could Lucy A. Snow-
6. It is claimed that declarations and admissions of Leutie • in the absence of others beneficially interested in the will were allowed to be shown, contrary to the doctrine declared in Estate of Dolbeer, 149 Cal. 245 , [ 86 Pac. 695 ], to the effect that declarations constituting simply admissions of one beneficiary as . to the mental capacity of the testatrix are not admissible against the other beneficiaries, and consequently are not ad-, missible at all. It is said that this doctrine is equally applicable where the issue is undue influence. For the purposes . of this appeal, this may be conceded. But we cannot see that this rule is important here. Several of the exceptions noted under this contention relate to evidence of declarations and conduct of Leutie in the presence of her mother designed to ■ influence her against H. H. Snowball, in other words, evidence of the actual attempt of Leutie to influence her mother against him. Necessarily such evidence was admissible. The only other exception noted under this head requiring notice re-, lates to the evidence of H. H. Snowball as to the cultivator - incident, held admissible as tending to show acquiescence on. the part of Leutie in the statement of her mother to the - effect that it was because of Leutie’s insistence that she refused to treat H. H. Snowball more kindly. This incident . occurred some time prior to the execution of' the will. Such an admission or acquiescence is not at all within the meaning of the doctrine relied on. It stood upon the same plane as evidence to the effect that Leutie had then said to her mother that she insisted that she should not grant any favors to her son would have rested on, in other words, constituted- evidence . of the then actual attempt of Leutie, prior to the execution of any will, to influence her mother against the son. If any evidence of an actual attempt to exert undue influence is . admissible, it would seem that such evidence must necessarily be competent. So, also, the evidence as to. the broken arm and frying-pan incidents heretofore referred, to, not noted by appellants under this contention-, constituted evidence of the , then course of treatment by Leutie of her - mother.
8. While we agree with counsel for appellants that “evidence which was immaterial, irrelevant, or incompetent for any purpose, should not have been admitted,” we do not find in any of the instances specified under this head any violation of this rule.
9. The refusal- to allow proponents’ witness Mrs. Carl to testify as to statements made to her by Norman P. Snowball concerning declarations by his mother inconsistent with his testimony as. to the nature of such declarations was proper, in view of the objection that no foundation had been laid for any such evidence. As heretofore stated, the question asked proponents’ witness Dickson on cross-examination as to statements of Leutie regarding H. H. Snowball was proper cross-examination. We are of the opinion that the same is true as to the questions asked Leutie on. cross-examination as to what property she received from her father’s estate.
10. We find no prejudicial error in the matter of instructions to the jury.
The matter stricken out of appellants’ requested instruc
Appellants’ requested instruction 17 was properly refused. In its statement of alleged false representations upon which contestants relied as showing that the execution of the will was obtained by fraud and undue influence it would have been misleading and confusing, in that it was not a fair and complete statement of the false representations asserted by contestants and upon which they relied.
We cannot assume that proponents were prejudiced by the instruction that if deceased had died without a will, her estate would descend to her children, share and share alike. The jury were clearly and emphatically instructed, over and over again, to the effect that the will could not be set aside on the ground that it was not in accord with the law of succession or unjust or capricious.
Contestants’ instruction 3, to the effect that while an unjust will does not of itself raise a presumption of undue influence, still the nature of the will may be considered by the jury as a circumstance in determining whether fraud or undue influence was exercised, was correct. In re Langford, 108 Cal. 624 , [ 41 Pac. 701 ], cited by appellants, so intimates.
The point as to contestants’ instructions 4, 11, 15, and 23 appears to be, not that they do not correctly state the law, but that they were not applicable under the facts of this case. We see no force in this contention. Contestants’ requested instruction 6 was perhaps not pertinent under the facts, but clearly it was not prejudicial.
Contestants’ instructions 7 and 8 were absolutely correct statements of law. They did not mean and could not reasonably be taken as meaning that certain evidence received for a limited purpose and confined to that purpose by other instructions could be considered by the jury for another purpose.
While it is said in appellants’ brief that contestants’ instruction 14 had no application to the facts, it is not claimed that it was in any way prejudicial, and we cannot see that it may have been so.
We see no prejudicial error in the giving of contestants’ instructions 17, 19, 20, 21, and 22.
The modification of proponents’ requested instruction 18
There is no other point presented by the briefs that we-consider it necessary to discuss. We deem it proper to say that we would have felt warranted in disregarding numerous exceptions presented in the briefs solely by number of exception and folio of the record, without any statement as to thespecifie nature of the ruling complained of and without any argument whatever in support of the exception. We have, however, carefully read the whole record in this case, with the result that we have found no substantial error in the-rulings of the trial court.
The order denying a new trial is affirmed.
Shaw, J., and Sloss, J., concurred.
Hearing in Bank denied.
Cases cited
- In re Estate of Thomas 155 Cal. 488 p. 308