Jackson v. Weddle
Jackson v. Weddle
Opinion of the Court
This is an appeal from a decree setting aside as void an instrument dated August 28, 1947, purporting to be the last will and testament of George W. Jackson, Sr., deceased, on the ground that it was executed as a result of undue influence and an insane delusion. It was also decreed that an instrument dated April 18, 1946, was the last will and testament of the above named deceased and that it be admitted to probate.
The law applicable to the issues is so well settled that we see no need to restate it. Newman v. Stover, 187 Or. 641, 213 P. (2d) 137; Allen v. Breding, 181 Or. 332, 181 P. (2d) 783; In re Walther’s Estate, 177 Or. 382, 163 P. (2d) 285; In re Rupert’s Estate, 152 Or. 649, 54 P. (2d) 274; In re Kelly’s Estate, 150 Or. 598, 46 P. (2d) 84; In re Stephenson’s Estate, 132 Or. 234, 285 P. 224; In re Estate of Allen, 116 Or. 467, 241 P. 996; In re Sturtevant’s Estate, 92 Or. 269, 178 P. 192, 180 P. 595; Potter v. Jones, 20 Or. 239, 25 P. 769,12 L. R. A. 161; note, 154 A. L. R. 583. These authorities are cited not for the reason that the facts involved therein are similar to the facts in this record, but rather for the exposition of the controlling legal principles with which we are concerned. The decision in this case hinges solely on a question of fact. Was the instrument in question the product of testator’s free and voluntary act? Or did the chief beneficiary substitute her will for that of the testator?
The facts out of which this bitter and unfortunate controversy arose are as follows: George W. Jackson,
It is conceded that prior to the death of Mrs. Jackson, peace and harmony reigned in the Jackson household. Testator was very proud of his son, who was a major in the United States Army and had served his country overseas, as he was of his only grandchild, Joan, a daughter of his son. The children were constant visitors in the Jackson home. Mrs. Pearl Coleman Weddle — the chief beneficiary under the purported will — had been married five times and no doubt had a rather hectic and unstable life. She is about fifty-five years of age. Pearl and her last husband lived in a trailer in California and moved about from place to plaee to work in harvesting the various crops. After coming to Portland, Pearl and her husband lived in their trailer parked in the lot where her sister, Mrs. Angeline McGraw, had her home. We appreciate the fact that it is no disgrace to live in a trailer —there is often more “real happiness in a peasant’s hut than in a prince’s palace” — but we advert to this
When Mrs. Jackson died, trouble immediately arose between Pearl and the children of the decedent. That Pearl was a trouble maker and somewhat brazen is evidenced by the fact that she became involved in a heated controversy with the son concerning the kind of dress that his mother was to wear as her burial shroud. The son told Pearl, in effect, to mind her own business, and she retaliated by calling him a name too vile to print. Pearl, who had not been in the Jackson household since 1938, was employed at $25.00 per week to take care of Mrs. Jackson during her last illness. She did such work four days before Mrs. Jackson died. Pearl insisted that there was no agreement as to payment for her services and that she knew nothing about such matter, but in this respect she was contradicted by her husband, who said that he had informed her about her compensation and had refused to let her work for a lesser amount previously offered. Pearl states that she found the household in a filthy condition, that there was no food in the refrigerator, that the bedding used by Mrs. Jackson was foul and dirty, and that the clothing of Mr. Jackson, Sr., and the mattress upon which he slept were soaked with urine. Bffie Smithline, a graduate nurse of St. Vincent’s Hospital in Portland who took care of Mrs. Jackson for eight days prior to her death, absolutely refuted Pearl’s testimony in reference to such conditions. We think the nurse was telling the truth.
After Mrs. Jackson died, Pearl “took over” and stayed with the testator in his home for a period of four months. The husband of Pearl also had his meals and slept in the Jackson home. Mrs. Messinger, the
Pearl testified that while testator was living at her sister’s home, he did not have sufficient funds to take care of his needs. 'Yet, the uneontradicted evidence is that testator was being paid $25.00 per week from his wife’s estate — which checks, after endorsement, Pearl cashed. Pearl admitted that she cashed two checks, each in the sum of $500.00, which testator received as payment of interest on the bonds. Testator also had monthly rentals between $300.00 and $400.00. Yet, all of this money was expended in the course of a few months. Where did it go 1
At this juncture it is perhaps well to discuss the trouble that arose between the testator and his children over the right to possession of the Government bonds above mentioned. Testator sold a farm for $40,000.00 in cash and invested the money in four United States Government bonds, each in- the sum of $10,000.00, payable to him or his wife. After his wife died, testator, accompanied by his son, went to the United States National Bank at Portland and made application to have two of the bonds reissued payable to him or his daughter and the other two to him or his
Later, when the testator had come under the spell and charm of Pearl, he accused his son of stealing the bonds and threatened to send him to the penitentiary, although there was no reasonable basis in fact for such an accusation. He also threatened his son with a sixshooter — which he was frantically waving around— unless the bonds were returned. It was the testator who brought the bonds to the bank, and not the son.
During the months of February, March and April, 1947, there developed a bitter controversy between the father and his son concerning the bonds. The father wanted one of the bonds ($10,000.00) for the purpose of buying an automobile and taking the Weddles on a trip to California. Jackson, Sr., also wanted his son to return one or more of the bonds, as he proposed to engage in a business enterprise with Pearl’s husband in constructing ten tourist cabins in California. Pearl’s husband had no financial standing and owned no real property. Frank Weddle and his wife on July 8, 1947, borrowed $250.00 from testator
When the testator owned the farm on Sauvie’s Island, the title thereto was taken in the name of his daughter. Later, when the father contemplated making some business transaction, he requested the Mes-singers to execute a blank deed, which they did in 1942, without describing any property. It was understood that if no deal were made, the father would destroy the blank deed. In April, 1947, the Messingers learned that a deed had been recorded on the 8th day of the month, wherein Pearl Coleman was named as grantee, purporting to convey to her their home in Portland, which had been given to them by Jackson, Sr., and his wife on July 9, 1946, and on which the Messingers had expended $2,500.00 in improvements. At the time this deed was recorded, Pearl was married to her present husband, Frank Weddle. She claims that she does not know how her name happened to be inserted in the deed as grantee. This deed — which was not introduced in evidence — was set aside in a spit instituted by the Messingers. We know not who was the party defendant. If the decedent caused the name of Pearl Coleman to be inserted in the deed, it tends further to show the influence that she exerted over him.
We agree with appellant, although the question is
The able and experienced trial Judge, who had the advantage of seeing and hearing the witnesses, was convinced that the contested will reflected the will of the chief beneficiary and not that of the testator. We adopt the conclusion of the trial judge thus expressed in his memorandum opinion:
“I am satisfied this 84-85 year old man’s attitude was influenced by respondent, regardless of her protestations to the contrary, and while the refusal to turn over the bond, the appointment of a guardian, the incident over the gift of the house to Pearl, and the replevin suit would suggest reason for his altered attitude, the fact remains each progressive phase in the development of the situation was induced by Weddle influence promoting directly or indirectly the delusion of dishonesty and theft. All these incidents derive from Weddle effort to secure the old man’s funds, the very proper thwarting by the children, resentment and misrepresentation, actual or implicit, in their relations to him.”
Undue influence is a species of fraud, and it is rare indeed when it can be established by direct proof. Those who are actuated by evil motives generally operate in the dark. What brought about the changed
The decree of the circuit court is affirmed.
Reference
- Full Case Name
- In re GEORGE W. JACKSON ESTATE MESSINGER and JACKSON v. WEDDLE
- Status
- Published