Majority
Headnote
[1] Wills—Contesos-Testimony of Subscribing Witness—Impeachment—Evidence.—In a will contest, where a subscribing witness to the will, while on the stand as a witness for the contestants in the contest proceedings, testified on cross-examination by the contestants as to testimony given by him on the “preliminary proof” of the will that he had not subsequent to the death of the testator made statements at certain times and places and in the presence of certain persons indicating that the latter had not left a will and that in his opinion the testator was not of sound mind, the exclusion of testimony of others offered by the contestants to show that the subscribing witness had made the statements was proper.Contestants appeal herein from a judgment admitting a will to probate, following a directed verdict. Glenn G. Relph, the testator, died on the twenty-first day of December, 1919, at the age of twenty years, leaving as his next of kin certain uncles, aunts, and cousins, and leaving a document purporting to be his last will and testament, which bore date December 17, 1919, and is the instrument here in controversy. By it he bequeathed his entire estate to Miss Ila Blackwell, who was described therein as his affianced wife, and who was named therein as executrix without bonds. She having offered the will for probate, written grounds of opposition thereto were filed by contestants herein, uncles of the testator, upon the grounds that the same was not executed, published, acknowledged, or witnessed as required by law; that the testator was not of sound mind at the time of the execution thereof, and that the will was the product of the undue influence of said Ila Blackwell and John A. Marconi, one of the subscribing witnesses thereto. The proponent having filed her written answer to the opposition, wherein she denied substantially all of the material allegations thereof, the matter finally came on for trial with the result above noted. The grounds urged upon this appeal are errors of law in the admission and rejection of evidence, and that the trial court erred in directing the verdict, for the reason that the evidence was sufficient to sustain each of the grounds of contest.
The claimed errors in the admission and exclusion of evidence are more than sixty in number, but it is not necessary to here consider any of these which did not operate to prevent contestants from introducing additional evidence. The judgment appealed from being predicated upon a directed verdict, it is manifest that if there was evidence legally sufficient to support the material allegations of the contest upon any one or more of the issues presented, the case must be reversed regardless of the commission of errors in the admission of evidence. On the other hand, if the evidence was legally insufficient to support the allegations of the contest upon any of those issues, it follows that all errors which did not operate to prevent contestants from introducing additional evidence thereon would be wholly immaterial.
The great majority of the claimed errors involve the same point, to wit, the contention that the trial court erred in
The case came on for trial, and a jury having been impaneled and sworn, the trial judge stated that he would hear the preliminary proof as to the document claimed to be the last will and testament, and that he would himself examine the witnesses upon said preliminary proof. Thereupon, Ila Blackwell, proponent, was sworn and testified as to the death of the deceased, the estate left by him, and other jurisdictional facts. John A. Marconi and Mary Marconi, subscribing witnesses to the will, were sworn and each testified to the circumstances of the execution of the will, all in response to questions from the trial judge. During the examination of these witnesses the court stated in answer to questions of attorney for contestants that the contestants were not bound by the testimony of the aforesaid witnesses, as it was only making preliminary proof. At the conclusion of their testimony the trial judge said: "The court will hold the preliminary proof will show the prima facie execution of the document, so that you may go ahead with your contest immediately after the opening of court, Mr. Levinsky [counsel for contestants] at 1:30.” Thereupon, at the reconvening of court contestants “went forward” and called John A. Marconi as their witness and he was again sworn as a witness and examined by them as to the circumstances of his relations with the testator and the preparation and execution of the will, after which he was cross-examined by proponent upon the same subjects.
After certain other witnesses had been called and examined by contestants they recalled Marconi and endeavored to prove by him that after the death of the testator he had made statements in the presence of certain of the contestants and at a designated time and place to the effect that the testator had not left a will. This was excluded by the trial court upon objection of the proponent. Counsel for contestants then asked for a continuance on the ground that certain of their witnesses were not present, whereupon the court said to him: “You have the right to cross-examine
[5] When a will is contested before probate there are two separate and distinct proceedings pending before the court. One is the petition for the probate of the will; the other is the contest of the probate of the will. (Estate of Latour, 140 Cal. 414 [ 73 Pac. 1070 , 74 Pac. 441 ] ; Estate of McDermott, 148 Cal. 43 , 49 [ 82 Pac. 842 ] ; Estate of Cullberg, 169 Cal. 365 [ 146 Pac. 888 ].) [6] The petition for the probate of a will is distinctly a proceeding in rem. (Estate of Baker, 170 Cal. 578 , 585 [ 150 Pac. 989 ] ; Estate of Allen, 176 Cal. 632 [ 169 Pac. 364 ].) The petitioner or proponent appears therein as plaintiff and tenders to all of the world all of the issues of fact relevant to the ultimate question of the validity of the will. While all persons interested in the estate are in a sense parties defendant thereto, there are no defendants in the sense of active parties litigant in this proceeding. It is in a sense an'ea; parte proceeding, in which the burden rests upon the petitioner to prove
It doubtless would have been better practice for the trial court to have heard the evidence adduced upon the preliminary proof herein in the absence of the jury. This would have eliminated the possibility of any confusion in the mind of counsel or jurors as to what evidence was to be considered by the latter, but no objection was made on behalf of any party to the course which was followed by the court herein. Counsel for all parties acquiesced therein, at least tacitly, and the trial judge made it plain by repeated declarations that the evidence adduced upon the preliminary proof was for the consideration of the court alone and not for the jury.
[12] But even if it be assumed that the testimony of the witnesses upon the preliminary proof was to be considered by the jury as a part of the evidence directed to the issues upon the contest and that the contestants were, therefore, entitled to impeach the witness Marconi, nevertheless they were not prejudiced herein by the action of the court in denying them that right. If they had succeeded in effectually and completely impeaching the witness Marconi the sole effect thereof would have been to eliminate his testimony from the consideration of the jury—to erase it all, as it were. It would not have had the effect of supplying any affirmative- testimony in support of the allegations of their contest. Marconi had testified upon the preliminary proof in response to a question by the court that in his opinion the testator
This brings us to a consideration of appellants’ contention that the court erred in directing the verdict, for the reason that the evidence was sufficient to support findings in their favor upon the issues presented by the contest. With respect to the issue of nonexecution, contestants’ claim is thus stated in their brief: “The document is not the last will and testament of Glenn G. Relph, deceased, in that he did not request or direct the preparation thereof. Neither did he request or direct the contents thereof. Neither did he know the contents thereof at the time of the alleged execution thereof.” As we gather from their argument, this claim is chiefly predicated upon the circumstances that the provisions in the will nominating Miss Blackwell as executrix thereof, with power to sell the property of the estate, and directing that she be not required to furnish bonds, were not requested or suggested by the testator, or by anyone in his behalf, but were inserted therein by the attorney who drew the will, of his own motion. It does appear, however, that the will as drafted by the attorney was twice read by the testator before the execution thereof, and that its provisions apparently met with his complete approval. With respect to the dispositive provisions of the will, it further appears that they were in full accord with the testator’s expressed desire “to see Ila get what I have if anything
[14] With respect to the issue of unsoundness of mind, the utmost that can be said to be established by the evidence in support of contestants’ claim may be summed up as follows: That the testator became seriously ill on Monday, the 15th of December, and was then taken to a hospital for treatment; that he was then suffering great pain, and his body, hands, and face were badly swollen; that a day or two later one eye was swollen shut and the other nearly so; that on the night of Tuesday, the 16th, he was very restless, tossing around and talking quite at random; that on Wednesday evening, December 17th, he was very sick, suffering great pain, breathing very hard, spoke in a choked sort of voice, complained of the heat when it was not warm, and at times during that evening he spoke irrationally and at other times he spoke rationally; that on Thursday evening he was very sick, was groaning and vomiting and trying to mumble to himself, and when spoken to did not reply; that at times during the nights of Wednesday and Thursday he wanted to get up and said he wanted to go get himself something to eat, and wanted to go down town and buy him some clothes, and called to his horses and called them by name; that on Friday during the daytime he seemed to be in a great deal of pain, was groaning and was very restless and talked irrationally. There is no evidence whatever of any mental weakness or delirium during the daytime on either Wednesday, the 17th, or Thursday, the 18th, and the will is claimed to have been executed about noon on the 17th. It is clear that the evidence was wholly insufficient to overcome the presumption of sanity with respect to the testator’s condition at that time. (See, In re Redfield, 116 Cal. 637 [ 48 Pac. 794 ] ; Estate of Casarotti, 184 Cal. 73 [ 192 Pac. 1085 ]; In re Wilson, 117 Cal. 262 [ 49 Pac. 172 ]; Estate of Carithers, 156 Cal. 422 [ 105 Pac. 187 ].)
[15] It is of some significance that several uncles and an aunt of the testator who testified at the trial (among them the two contestants), were shown to have been with the testator repeatedly during his last illness, yet none of them
As to the issue of undue influence, the evidence showed that John A. Marconi, one of the witnesses to the will, was a half-brother of Miss Blackwell, the sole beneficiary; that he had known the testator between six and seven years; that their relations were very friendly and that the testator was
Respondent calls our attention in this connection to the fact that the only undue influence pleaded herein is found in the allegations that the respondent and Marconi procured the execution of the will by making certain alleged false representations to the testator, and that there is not a scintilla of evidence to support those allegations, and she invokes the rule that where fraud or undue influence is relied upon as a ground for contest, the facts constituting it must be alleged, and contestants can prevail only upon proof of such facts. (Estate of Gharky, 57 Cal. 274 , 279; Estate of Kilborn, 158 Cal. 593 [ 112 Pac. 52 ] ; Estate of Kile, 72 Cal. 131 , 133 [ 13 Pac. 320 ].) But it is not necessary to apply this rule in order to affirm the action of the trial court upon this issue. [17] There was an utter lack of any proof of pressure which overpowered the mind of the testator or overcame his volition at the very time the will was made. (Estate of Gleason, 164 Cal. 754 [ 130 Pac. 872 ] ; Estate of Clark, 170 Cal. 418 [ 149 Pac. 828 ]; Estate of Purcell, 164 Cal. 300 [ 128 Pac. 932 ] ; Estate of Stoddart, 174 Cal. 606 [ 163 Pac. 1010 ]; Estate of Ricks, 160 Cal. 460 [ 117 Pac. 532 ]; Estate of Nelson, 132 Cal. 193 [ 64 Pac. 294 ] ; Estate of Morcel, 162 Cal. 188 [ 121 Pac. 733 ].) [18] Contestants, in reply, invoke the rule that “where one who unduly profits by the will as a beneficiary thereunder sustains a ^confidential relation to the testator, and has actually participated in procuring the execution of the will, the burden is on him to show that the will was not induced by coercion or fraud.” (Estate of Baird, 176 Cal. 381 , 384 [ 168 Pac. 561 ]; Estate of Nutt, 181 Cal. 522 , 528 [ 185 Pac. 393 ]), and that “a presumption of undue influence arises from proof of the existence of a confidential relation between the testator and such a beneficiary, coupled with activity on the part of the latter in the preparation of the will.” (Estate of Higgins, 156 Cal. 261 [ 104 Pac. 6 ].) The rule is well recognized, but is not applicable to the facts herein. Miss Blackwell, the beneficiary, not only was not shown to have been active in the preparation of the will, but was not shown to have participated in any way in procuring its execution. She testified that she did not even know that the
We are satisfied, not only that the action of the‘trial court in granting the motion for an instructed verdict was correct, but that it would have been error to deny the motion.
[19] But one more assignment of error need be considered herein. Marconi had testified that according to his best recollection the proposed will was drafted by the attorney on the afternoon of December 16th, and he testified positively that it was not executed until noon of the day following the day upon which it had been drafted. Contestants called as a witness the attorney who had prepared the will, and sought to show by him that it had not been drafted until the afternoon of December 17, from which the conclusion would follow that it was not executed until noon of the 18th. The trial court excluded this evidence, and its action in so doing was clearly erroneous. Contestants were entitled to prove, if they could do so by competent evidence, the precise date and hour when the will was executed. This was a fact which was material and relevant to each of the issues upon the contest. But we are unable to see that contestants were injured in the least by this ruling. The evidence is to the effect that the mental and physical condition of the testator was substantially the same on the 18th as on the 17th. There is, in fact, no evidence of any change in these respects on those two dates. Therefore, if we assume that the contestants would, in fact, have proved that the will was executed on the 18th instead
Kerrigan, J., Lawlor, J., Seawell, J., Wilbur, C. J., and Lennon, J., concurred.
Cases cited
- Thiele v. Newman 116 Cal. 571 p. 458
- People v. Johnson 131 Cal. 511 p. 458
- People v. Creeks 141 Cal. 529 p. 458
- Bollinger v. Bollinger 154 Cal. 695 p. 458
- Latour v. Ford 140 Cal. 414 p. 458
- Burns v. Maguire 148 Cal. 43 at 49 p. 458
- In re Estate of Cullberg 169 Cal. 365 p. 458, p. 459
- In re Estate of Baker 170 Cal. 578 at 585 p. 458
- Pearson v. Elliott 176 Cal. 632 p. 458
- In re Estate of Gregory 133 Cal. 131 at 136 p. 459
- Schander v. Gray 149 Cal. 227 p. 459
- Snyder v. Dobson 176 Cal. 729 p. 460
- Casey v. Hanley 181 Cal. 106 p. 462
- In re Estate of Redfield 116 Cal. 637 p. 462
- Casarotti v. Lyons 184 Cal. 73 p. 462
- Wilson v. McConnachie 117 Cal. 262 p. 462
- In re Estate of Carithers 156 Cal. 422 p. 462
- In re Estate of Wax 106 Cal. 343 at 351 p. 463
- People v. Suesser 142 Cal. 354 at 360 p. 463
- Kearns v. Daly 143 Cal. 580 at 584 p. 463
- Budan v. Budan 156 Cal. 230 p. 463
- In re Estate of Gharky 57 Cal. 274 at 279 p. 465
- Gould v. Kilborn 158 Cal. 593 p. 465
- Estate of Kile v. Wilhoit 72 Cal. 131 at 133 p. 465
- Travis v. Straus 170 Cal. 418 p. 465
- In re Estate of Purcell 164 Cal. 300 p. 465
- In re the Estate of Stoddart 174 Cal. 606 p. 465
- In re Estate of Morcel 162 Cal. 188 p. 465
- Hurd v. Brown 176 Cal. 381 at 384 p. 465
- In re Estate of Nutt 181 Cal. 522 at 528 p. 465