Majority
This is an appeal from an order denying proponents’ petition to probate a will.
Decedent, Andrew J. Jones, had conducted a hotel and restaurant business for many years, bought and sold homes and engaged in the real estate business until he became financially independent, although unable to read and write, and since 1912 had largely been occupied in taking care of his own properties. He was interested in church work and he and his wife saw much of proponent Bessie E. Prentice in their charitable work, and apparently they became warm friends. In 1923 decedent suffered a serious attack of rheumatism. In 1924 his wife died, the proponent Mrs. Prentice visiting the wife sometimes two or three times a week during her last illness, and when the wife passed away she aided in the funeral arrangements. In the latter part of 1924 decedent, being then about seventy-two years of age, had further trouble with his rheumatism, whereupon he sold two houses
Contestant alleged in opposition to the probate of the will filed by proponent trust company that decedent was incompetent to make a will at the time the last one was executed; that at such time he was so weakened in body and mind that he was easily influenced by those having his care, and that proponent Prentice and the attorney who drew the will, who acted as guardians and custodians of his person and property and who were constantly with him and upon whom he was entirely dependent for the care and attention he needed, had and exercised a controlling influence over his mind and will and were able to and did dictate to him what he should do with his property, and that the will
The findings of the court are that the allegations of the contest are true, except as to the allegation that said attorney influenced the execution of the will in question in any way. Appellants contend that there is no evidence to support either the finding that decedent was incompetent at the date of the execution of the challenged will or that the same was the result of undue influence on the part of Mrs. Prentice.
If there is any substantial evidence supporting either finding the judgment must be affirmed, as also it must if there is a conflict in the evidence supporting such finding.
Some thirteen witnesses, including the nephew mentioned, since deceased, testified for contestant. One of them, W. J. Cudger, who the record shows was an intimate acquaintance of decedent, testified that the latter was a religious fanatic, but that he “would not consider him insane”. Two others, Estelle M. Porter and Carrie Lawrence, the latter being the wife of the nephew, Edgar Lawrence, and the first being superintendent of the hospital to which decedent was taken when he burned himself, did not express any opinion as to decedent’s soundness of mind. The other ten each said that in their opinion decedent was of unsound mind. Two of such witnesses were physicians, one being a friend, and the other eight qualified as intimate acquaintances. Edgar Lawrence, the nephew and only heir, gave as his reason for such opinion that decedent was “full of rheumatism; he could not walk”; that he was “notionable”—meaning, as he expressed it, that “he wanted everything his way”; that he wanted the house overheated; that he put a lighted lantern in his bed and burned himself. The witness testified, with reference to the latter incident, that he, the nephew, lit the lantern and gave it to decedent when requested so to do, and that that was the first time he, the witness, made up his mind his uncle was of unsound mind. Yet the record shows that after that the witness was in the room at the hospital when decedent made the will in the former’s favor. Lawrence also testified that decedent did not know he was burned—that he had a pain but “didn’t know what it was”; that he was disagreeable to get along with and did not want to stay in the hospital; that he
Cyrus Simpson, decedent’s chauffeur, testified that decedent was a degenerate—explaining that he was “immoral”; that he went to the hot springs in Wyoming, in the winter time; that he belonged to almost every Christian organization in Los Angeles; that he was “notionate” at times and “irrational all the time I knew him”; that he was “irrational when he was running his restaurant business” (the witness did not specify any acts which he denominated “irrational”); “He didn’t do the right thing by me.” The witness complained because he was not paid as he thought he should have been for his services and was not remembered in decedent’s will. We will not quote, summarize or comment on the testimony of the other lay witnesses, more than to say that their testimony for the most part was similar to that we have quoted, except that one or two of them added that decedent would catch eats and burn them and dead chickens in the cookstove—this in 1912—and bring turkeys in the room where his sick wife was and then turn them loose; that he would sit by the fire after he had a bath and talk to himself—would laugh and talk to himself for twenty minutes at a time—and that sometimes in the Holiness Church he would talk in “this unknown language and almost break up the meeting”. Such testimony falls far short of furnishing any basis for the opinion that decedent was of unsound mind in the sense that he lacked testamentary capacity, and of
Dr. Gordon, the physician who attended decedent at the hospital, testified that he had known decedent “from 1916, off and on, until February, 1925”; that “I thought when I saw him in 1925 he was of unsound mind”; that he based this opinion “on having known him before, and having known that he was a man of good judgment, of ideals, and was cleanly about his person, rather proud I might say; that then, the last time I saw him (in February, 1925) he had changed to a marked extent”. The witness evidently thought it was lack of good judgment that led decedent to make “the trip in the dead of winter in Colorado and Wyoming”, and to place the lighted lantern in bed with him the night he was burned. The witness also said decedent “was rambling” in his talk and “would go from one subject to another, his ideas were not clear”; that “while his mental condition was a secondary condition to me at that time, because of the severe burns he had, and I was treating him for the burns”, the “opinion as formed at the time was simply that his mind was deteriorating”; that “his sight was very poor” and “his eye reflexes were absent”; that at that time he was “dirty about his bed and about his things around; and he did not have a cleanly aspect at all”. The witness testified that in the hospital, if no one happened to be in decedent’s room when the former entered, “I would find him lying and looking over the wall and holding a regular conversation”, and “he did not seem to know anything about it”; that “as I would talk to him he would ramble off into something else part of the time”; and “I would ask him about dressing his wound, or if his bowels had moved, or something of that sort, and he would not know anything about it”; that “in talking of that trip he had made, to him it seemed that he had just come back from it”; that “all those things tended to give me the idea that his mind was not sound”. The doctor testified that he had made no special study of mental disease and did not consider himself an alienist or psychiatrist; that decedent was suffering from “senile dementia”; and that he first concluded the latter’s mind was unsound during his first visit after the burn, February 19, 1925.
Dr. Williams, a dentist who had known decedent for five or six years and who pulled sixteen teeth for him in January, 1925, testified that in his opinion decedent was of unsound mind “in the latter state of his life”; that when he first knew decedent “he used to speak of the growth of Los Angeles and its beauty and tell how he made good in the restaurant business, and later there was a marked change in his mental condition”; that he would speak “about people, his friends and relatives, and the ‘gang’, as he called it—they were all trying to beat him out of his money”. “He said the gang took advantage of him, they were trying to prove he was crazy.” (This was after the execution of both wills and after the guardianship proceeding.) The witness said: “I don’t know that I could say there was any special act he did which caused me to believe he was of unsound mind”; “he would be talking about his property at one time and then he would jump off and talk about his relatives and then talk about my fixing his teeth—bring all those things up in one conversation”. Dr. Williams also said that his understanding of the words “unsound mind” was that they applied to a man who was “not capable of taking care of himself or his business affairs”-—which is not the true standard of testamentary
The picture we get from the testimony of the last three witnesses mentioned is that of a physically handicapped man of a ripe old age, who nevertheless seemed to retain a rather vigorous mentality and will power. There is not a thing in the testimony of the two physicians inconsistent with testamentary capacity, although the mental condition might not measure up to the witnesses’ ideas of complete sanity from the medical standpoint. Decedent might have been suffering from “senile dementia”, as they both testified, and so in their opinion have been mentally unsound, and still it would not be “the sort of incompetency or insanity which, in the estimation of law and of men of ordinary sagacity and prudence, renders a person incapable of executing contracts or making a will”. (Estate of Purcell, 164 Cal. 300 , 306 [ 128 Pac. 932 , 935].) The evidence in this case shows without contradiction that decedent, after leaving the hospital and after making the will in question, exchanged a note and mortgage for $10,500, owned by him, for the property in which he lived until the time of his death. He first looked at that property in company with his nephew and apparently liked it. The person from whom he purchased it testified that “he hit the walls to see if the walls were solid”, and otherwise acted in examining the place like a man who had ample mental capacity to do business. This was before he went to the hospital, and he visited it again after he came out of the hospital. At that time he looked around again and asked how soon he could move in, exchanging “a mortgage for $10,500” for the place, although the owner had held it for $11,000. He apparently impressed the. owner, as she testified: “Mr. Jones on the occasion that I saw him appeared to be rational. Of course, I consider an old gentleman like that, who talks like that and investigates things like that must have been of sound mind. He did not refer to his attorney.” But when it came to the point of escrowing the papers he turned the matter over to his attorney to attend to, which, we may remark incidentally, showed good judgment. The attorney, Mr. Dellamore, was the one who drew the questioned will, as well as the prior one, and acted as a witness thereto. He testified how he was called to decedent’s home
About fifteen other witnesses, including Dr. Barker, who was called in attendance upon decedent after he had discharged his doctor at the hospital, and who attended him
“But mere proof of mental derangement or of insanity, in a medical sense, is not sufficient to invalidate a will. The contestant is required to go further and prove either such a complete mental degeneration as denotes either incapacity to know and understand those things which the law prescribes as essential to the making of a valid will, or the existence of a specific insane delusion which affected the making of the will in question.” (Estate of Russell, 189 Cal. 759 , 769 [ 210 Pac. 249 , 254].) In our opinion contestant has failed to do this.
Is there any evidence to support the finding of undue influence? The written contest charged Mrs. Bessie E. Prentice and William Dellamore with using undue influence on decedent in various ways, with the result that the will in question was executed contrary to the testator’s real intention. The findings are to the effect that all the allegations of the written contest are true except as thereinafter expressly found to be untrue. It is expressly found to be untrue that said Dellamore exercised any undue influence over decedent at any time, and, further, that at all times mentioned in said contest said William Dellamore “acted as attorney and counselor for said Andrew J. Jones in
With regard to communicating the purpose of his visit to Mrs. Prentice the witness Dellamore said: “I did not
It is apparent from the foregoing that at the time the will was drawn the testator was not in the immediate presence of the beneficiary charged with exerting the undue influence of which it is alleged to be the result, but was in the presence of his personal attorney, who also drew the first will, who was familiar with his affairs and who was found by the court to have acted in so doing in a proper, unbiased and ethical manner and independently of and free from any collusion with said beneficiary. There was consequently no such influence exerted at the time the will was
Mrs. Carrie Lawrence, widow of the nephew and administratrix of his estate, as well as respondent herein, is quoted in support of the finding of domination: “I am the wife of Edgar Lawrence, the contestant herein. I came to California March 12, 1925, and located on East Santa Barbara Street, a place secured by Mr. Jones. Mr. Jones was there at that time. I was there two weeks. Mrs.
Respondent’s brief further says that Mrs. Prentice dominated the mind of decedent to such an extent “that she rented a house and caused him to be moved away from the Dunbar Hospital about March 3, 1925”, and quotes the superintendent of the hospital as saying that decedent “was remarkably satisfied in the hospital until Mrs. Prentice came in and talked to him; he didn’t say anything about getting out of the hospital” until after she talked to him. Just how all this could have any bearing on the act of executing the will we fail to see, but in the face of the evidence of all the other witnesses that decedent strenuously opposed going to the hospital in the first place, and his continually expressed desire to leave, as shown by the testimony of the hospital doctor, the nephew and others, it is positively stamped as the conclusion it appears to be. So far as the renting of the house is concerned, the evidence shows that decedent had his nephew and a number of friends looking for one. The nephew found a place that had two rooms and a kitchen, in which decedent and his nephew and
Nowhere in. the evidence have we found where anything that might be considered derogatory of the nephew was said by Mrs. Prentice, except in the testimony of the superintendent of the hospital, whose conclusion was that Mr. Jones was satisfied at the hospital until he talked to Mrs. Prentice. She testified that Mrs. Prentice came in to see Mr. Jones the day after the first will was made, “and told Mr. Jones that if he would change his will and make her administrator she had a room in her house and she would take Mr. Jones in and look after him in his lifetime, because the nephew was not capable of looking after him”. In answer to this the witness says Mr. Jones “didn’t say very much of anything; just laid there and listened”. The witness also said that outside the door “Mrs. Prentice said to me that if I could get Mr. Jones to leave the hospital she would get him to do what she wanted him to do and have”. These statements all stand denied, but giving them the full effect that we must, they show in the first instance an attempt merely to influence decedent to appoint Mrs. Prentice executrix of the will just made, which did not seem to have any effect so far as results are concerned. The statement made as" to the ability of the nephew to care for decedent would seem to be true, from the evidence before us, as he lighted the lantern upon the occasion above mentioned and gave it to decedent, with the disastrous result following. The last statement would seem to be but a statement that if Mrs. Prentice had decedent out of the hospital she could make him do what she wanted, the only thing disclosed as having been then wanted was to be made executrix. Nowhere in the evidence is there a word, other than quoted, that we have been able to find, said to the decedent or to anyone else, in any way derogatory of the nephew or that could in any way be said to have prejudiced decedent against him.
We must remember that this is not a deathbed will. Decedent left the hospital March 3, 1925, the will was made April 4, 1925, and decedent passed away August 19, 1928, more than three years thereafter. The testator was evidently a man of strong will. His nephew says of him: “The fact of the matter is that Mr. Jones was a man of very firm will. When he wanted anything he wanted it. . . . He directed me from time to time about his wants. I wouldn’t have to ask him what he wanted. He told me what he wanted. . . . He was very strong in his instructions.” We fail to find any evidence to support the finding that the will was the product of undue influence. There is evidence which, taken by itself, might give rise to suspicions of undue influence, but we fail to find any that could be the
Order reversed.
Works, P. J., and Thompson (Ira F.), J., concurred.
A petition for a rehearing of this cause was denied by the District Court of Appeal on October 27, 1931, and a petition by respondent to have the cause heard in the Supreme Court, after judgment in the District Court of Appeal, was denied by the Supreme Court on November 25, 1931.
Cases cited
- Sexton v. Daly 199 Cal. 759 at 768 p. 170
- In re Estate of Purcell 164 Cal. 300 at 306 p. 170
- Casarotti v. Lyons 184 Cal. 73 at 78 p. 172
- Collins v. Woodhams 174 Cal. 663 p. 173
- Russell v. Russell 189 Cal. 759 at 769 p. 173
- Shay v. Shay 196 Cal. 355 at 363 p. 180
- In re Estate of Stump 202 Cal. 308 p. 180
- Herwick v. Langford 108 Cal. 608 at 615 p. 180