Alexander v. Hamilton

61 So. 2d 683, 216 Miss. 26, 12 Adv. S. 1, 1952 Miss. LEXIS 610
CourtMississippi Supreme Court
DecidedDecember 15, 1952
DocketNo. 38569
StatusPublished
Cited by3 cases

This text of 61 So. 2d 683 (Alexander v. Hamilton) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alexander v. Hamilton, 61 So. 2d 683, 216 Miss. 26, 12 Adv. S. 1, 1952 Miss. LEXIS 610 (Mich. 1952).

Opinion

McGehee, G. J.

This case involves the alleged invalidity of the purported last will and testament of Miss Annie Lou Alexander who was nearly 82 years of age when she wrote and signed the instrument as a holographic will. But the precise question presented on this appeal is whether or not the case should have been submitted to the jury on the ground of alleged mental incapacity when the issue of devisavit vel non was tried. There were no subscribing witnesses to the instrument on the date of its execution, and none were required under Section 657, Code 1942, if the alleged will was wholly written and subscribed by Miss Alexander at a time when she was competent to execute the same. The proponent Grant Hamilton, appellee on this appeal, offered in evidence the probate proceedings which were had before the chancery clerk on April 2, 1951, and then rested his case. Thereupon the appellants, who were related by blood to the alleged testatrix and who- had filed a caveat against the will, prior to the court’s approval of the clerk’s decree allowing the probate in vacation, introduced 8 or 10 witnesses to establish the alleged mental incapacity of Miss Alexander at the time of the execution of the instrument in question. The proponent then moved to exclude all of the evidence offered by the contestants and for a directed verdict in his favor. The trial judge was then of the opinion that this motion for a peremptory instruction should be overruled. However, on the next morning, after further argument and citation of authorities, he concluded to sustain the motion and to dismiss the contest. It is from that action that this appeal is prosecuted.

The probate proceedings consisted of the petition of the appellee Grant Hamilton, who is the sole beneficiary under the purported will and the executor named therein, asking that the probate be allowed and that he be granted letters testamentary as executor of the estate; and the will offered for probate was attached as an exhibit to the petition together with an affidavit of the notary pub-[29]*29lie Rufus Turner and is designated as an “affidavit of subscribing witness”, and wbicb affidavit recites that “he personally knew Annie Lou Alexander, deceased, late of Hollandale, Washington County, Mississippi, and that he is familiar with the handwriting of said deceased, and that he has this day examined that certain instrument of writing attached hereto and bearing date of September 19, 1946, and purporting to be the last will and testament of said Annie Lou Alexander, deceased; and that he believes said instrument to be wholly written and signed by the said Annie Lou Alexander in her own handwriting. Further that on the said 19th day of September, 1946, he knew the said Annie Lou Alexander to be above the age of 21 years and of sound and disposing mind, . . . ”

When the proponent offered the probate proceedings in evidence upon the trial of the issue devisavit vel non, the contestants objected to the introduction of the affidavit above mentioned, and the ruling of the court on this objection was reserved. Thereupon the contestants proceeded with the introduction of their witnesses and during the course thereof they asked permission to introduce the affiant Rufus Turner as an adverse witness so as to cross-examine him in regard to the affidavit. This request was denied and we think properly so, since he was neither a party defendant nor otherwise interested pecuniarily in the outcome of the contest of the will, nor did he come within the rule which permits a litigant to cross-examine a witness which he has offered and has been taken by surprise.

The contestants later introduced the affiant Rufus Turner as their own witness, and proved by him that he accompanied the appellee Grant Hamilton to the home of Miss Alexander on the night of October 26, 1946, at the request of appellee, and that they went to her room where “she had a paper folded back on a desk, and, she said she wanted me to witness her signature, and I said, ‘this is already signed’ and she said, ‘Can’t you witness [30]*30it’ ... I said, ‘Did you write this yourself’ and she said she did, I said, ‘This is your handwriting’, and she said, ‘Yes,’ — and then I witnessed it.” He was then asked, “Was there one paper or two papers yon acknowledged or took oath to that night? A. There were two papers. Q. Were either one read or explained to her? A. No, she had the papers turned back, — the paper I remember better she had it turned back so that I could see nothing but her signature.” There was no one else present that evening except Miss Alexander and the appellee Hamilton and the witness Turner. He does not claim to have been present when the instrument was written and signed by Miss Alexander more than 30’ days prior thereto. The witness was further asked, ‘ ‘ Q. Have you ever had any recollection of knowingly making this affidavit — that is (quoting the affidavit which he made before the chancery clerk in the words hereinbefore quoted as having been contained therein), and he answered, “No, I don’t think I was qualified to make that statement. Q. You don’t think you had any information on which you could knowingly make that statement. A. I don’t think I was qualified to make that statement — . I signed that in March when I did sign all of that — I mean September 1946. Q. You signed it but did not have any information that you would say whether she was of sound or unsound mind in 1946. A. I did think she was of sound mind in 1946 — that was my opinion, that she was of sound mind — but for me to say — .” He further testified in reference to his affidavit that “In this I think I had reference to the night that I saw her. It wasn’t my intent to say that she was of sound mind before that — but I believed that she was.” He was further asked, “Q. Could you state whether or not she was of sound and disposing mind on September 19, 1946? A. I could not.” Aside from these concessions the witness also gave some testimony in favor of the proponent. Thereupon counsel for the proponent asked this witness, “Did you ever hear anybody in Hollandale say she was [31]*31a crazy person? A. Yes, I have. Q. Whom did you hear say that? A. I can’t remember, but I heard it.” The witness further testified that “if I had it to do over I wouldn’t write in there (evidently referring to his affidavit) that she was of sound mind — I would say I believed she was.”

In other words, the witness who had made the affidavit which was filed as an exhibit to the petition for probate, when testifying at the trial, undertook to modify or discount the effect of the affidavit which he had filed as a part of the probate of the will in common form.

When the contestants rested their case the trial judge who had reserved his ruling on the admissibility of the affidavit reached the conclusion that the motion to exclude the same should be sustained and this was accordingly done.

We think that the affidavit was sufficient on its face to entitle the proponent to introduce the same as a part of the probate in common form, but we are further of the opinion that since the affiant does not claim to have seen Miss Alexander at the time the instrument was written and signed by her on September 19, 1946, or shortly prior thereto, and that when he noted on the instrument on October 26, 1946, the words, “sworn to and subscribed before me . .

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Related

Lewis v. Lewis
129 So. 2d 353 (Mississippi Supreme Court, 1961)
Hamilton v. Alexander
73 So. 2d 172 (Mississippi Supreme Court, 1954)

Cite This Page — Counsel Stack

Bluebook (online)
61 So. 2d 683, 216 Miss. 26, 12 Adv. S. 1, 1952 Miss. LEXIS 610, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alexander-v-hamilton-miss-1952.