Estate of De Soberanes , 182 Cal. 525 ( 1920 )

This is a contest of the will of Ysabel Boronda de Soberanes, within one year after probate, by Porfirio Soberanes, her son, upon the grounds that the will was not properly executed, that the testatrix was of unsound mind, and that the will was executed under undue influence. The first ground of contest was withdrawn, and a motion of nonsuit was sustained as to the others. The contestant appeals from the judgment, claiming that the evidence was sufficient to establish a prima facie case for the jury. The testatrix died February 19, 1916, aged eighty-four years. By the terms of her will she left all of her property to her daughter Clotilda, with whom she was residing at the time of the execution thereof. The husband of testatrix died in 1887. Thereafter the testatrix deeded her inheritance to her son Abel. These transfers were unsuccessfully attacked by the other children (Soberanes v. Soberanes, 97 Cal. 140, [31 P. 910]; Id., 106 Cal. 1, [39 P. 39, 527]), acting through Isabel Soberanes as guardian ad litem for the mother. In 1896 Abel died, devising the land so conveyed to his sister Clotilda, subject to an annuity of three thousand dollars in favor of the mother. A general guardian was thereafter appointed for testatrix in 1896, and she remained under such guardianship until April 13, 1901, when the guardian was discharged and she was restored to capacity. Shortly thereafter the will under attack was executed (November 23, 1901). About a year later the testatrix waived the annuity in favor of the daughter Clotilda by instrument executed August 13, 1902, recorded September 3, 1902, and by a deed of the same date, recorded September 10, 1902, the testatrix conveyed to the same daughter her interest in certain real property. Thus the only estate left by the testatrix was $372.70. The surviving children of the testatrix were Benito A. Soberanes, a son sixty-five years of age, the contestant Porfirio, a son fifty-eight years of age, Josefa Soberanes de Boronda, a daughter fifty-five years of age, and Clotilda Soberanes, a daughter about fifty years of age. There were also three children of a deceased son, Jose Feliciano Soberanes. The son Benito contested the will before probate. Without quoting the will in full, it states that the testatrix leaves all her property to her daughter Clotilda, with whom she is living and expects to live until her death; that since the death of her son Abel this daughter is the only member of the family with whom she has been happy; that the daughter and her husband have "spared neither time nor money to make life pleasant and agreeable to me, . . . often receiving little or no pecuniary compensation for money and labor expended in my behalf, and by reason of their kindness to me drawing upon themselves the hatred of my other children." Testatrix gives as a reason for disinheriting her other children the fact that by "their unfilial conduct by continually harrassing me in the courts year after year, suit following suit, willing to squander their own fortunes in attempting to deprive and for several years depriving me of the control of mine causing me great financial loss, ungrateful to me when I have helped them, those whom I have helped the most being if possible the most violent toward me, heedless and thoughtless of me in my loneliness, with never a kind or loving word or act for me in my old age and double bereavement of husband and son, and, apparently at least without ever a thought for my happiness or welfare they have filled my life with bitter sorrow which time cannot efface." The will was drawn by an attorney, in accordance with the instructions of the testatrix, and was signed in the presence of three witnesses. The only connection of the daughter Clotilda or her husband with the transaction was that they brought her to the attorney's office and paid his fee for drawing the will, the mother having declared her intention of making a will and leaving to them her property. So far as appears from the evidence they had no conversation with the attorney. The will was executed out of their presence. Subsequently the attorney showed them the will, but retained possession of it until the death of the testatrix, thereupon producing it for probate. The statements in the will concerning litigation among members of the family is substantiated by the testimony, the first litigation being an effort to set aside the deed from the mother to the son Abel of property which Abel subsequently bequeathed and devised to his mother. (Soberanes v. Soberanes,supra.) For the last sixteen years of testatrix' life the son Benito did not call upon the mother. Clotilda testified that the will was made by the mother of her own motion and in accordance with her own wishes, without any suggestion from herself or her husband, and that the mother frequently expressed a desire to leave the property so that there would be no further trouble. No witness testified that the testatrix was of unsound mind. The son Benito stated that he did not claim, and never had claimed, that his mother was insane, and that he so testified at the trial of his own contest, "but I declared that she was incompetent." In response to a question, "What do you mean by that?" he replied, "She could not read or write or count or calculate in any shape or form." He further testified: "She had no knowledge of business, could converse intelligently, but when it came to business she couldn't count ten." There was also testimony by the contestant and some of the other members of the family that the relations of the mother and the children were friendly. Appellant claims that, under the circumstances, a presumption of undue influence arose against the will which necessitated a submission of that question to the jury. [1] This matter is so fully discussed in two comparatively recent cases involving the relation of mother and son (In re Kaufman, 117 Cal. 288, [59 Am. St. Rep. 179, 49 P. 192]; Estate of Ricks, 160 Cal. 460, [117 P. 532]) that we deem further discussion unnecessary. [2] Suffice it to say that in this case, where there was affirmative proof, that no undue influence was exercised, where the evidence shows that the testatrix was acting under independent legal advice, there was nothing to submit to the jury, and the action of the court in sustaining a nonsuit was proper.

The appellant makes various assignments of error in the rejection of testimony. These assignments are grouped in the brief under two heads: First, rulings excluding certain evidence bearing upon the friendly relation between the mother and children. [3] As they had testified that such relations were friendly and such testimony was binding upon the court upon a motion for nonsuit, the appellant was not prejudiced by these rulings. The other rulings are grouped under the claim that they were erroneous for the reason that contestant had a right to show the weakness of mind of the testatrix upon the issue of undue influence. [4] There is no doubt of the correctness of the rule invoked, but an examination of the specific questions asked and objections made show that most of them called for conclusions, which were not proper to be offered in evidence. No effort was made to prove by intimate acquaintances the unsoundness of mind of testatrix, and the specific questions to which objections were sustained were not proper; such, for instance, as the following: "From your association, knowledge, and acquaintanceship with Mrs. Soberanes in 1901, was she competent to transact business for herself and understand business dealings?" This question called for a conclusion of the witness and the objection thereto was properly sustained.

Judgment affirmed.

Kerrigan, J., pro tem., and Lennon, J., concurred.