Baird v. Detrick

20 Ohio N.P. (n.s.) 209
CourtClark County Court of Common Pleas
DecidedJuly 1, 1917
StatusPublished

This text of 20 Ohio N.P. (n.s.) 209 (Baird v. Detrick) is published on Counsel Stack Legal Research, covering Clark County Court of Common Pleas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baird v. Detrick, 20 Ohio N.P. (n.s.) 209 (Ohio Super. Ct. 1917).

Opinion

Geiger, J.

Clara J. Mills died on the 4th day of March, 1916, leaving an estate of approximately $100,000 to her nephew, Edward Cultice, and his wife, Iva Cultice.

The will was dated February 26th, 1915, and the two codicils thereto were dated February 26th, 1915, and December 19th, 1915.

An action was brought to contest the validity of this will and the codicils thereto, and an issue made up. which was tried to the jury. The verdict of the jury sustained the will and codicils.

A motion for a new trial is made on the ground †-hat the verdict is not sustained by the evidence, and on account of alleged errors of the court in numerous particulars. l

The questions raised are numerous, and it would be impossible to express the court’s opinion in detail on each point upon which it is claimed by counsel that the court erred. Those points which seem to be most important will be here considered at some length, while upon other points the court will simply announce his conclusions.

The testimony introduced bore largely upon the alleged mental incapacity of the testatrix, by reason of her extreme age and on account of a serious accident suffered by her just prior to the making of the will.

The will was witnessed by Mr. O. S. Olinger and Dr. R. B. Horse. Mr. Olinger, an attorney at law, was counsel for Mrs. Mills, and as such consulted with her at the time of making the will. After the will was drawn Mrs. Mills requested Mr. Olinger to act as a witness, which he did, and Dr. R. B. House, the physician who attended the testatrix at the time the will was made, and long prior thereto, also signed as a witness.

Upon the trial the contestees offered Mr. Olinger as a witness, and the court permitted him, oyer the objection of counsel for contestors, to give evidence as to the testamentary capacity of [211]*211the testatrix as shown by her acts and conversation at the time he consulted with her as an attorney in reference to the will, the will being executed the same day. The ruling of the court in permitting Mr. Olinger to testify is claimed by counsel for the eontestors to have been prejudicial error.

The question is whether Mr. Olinger, being counsel for Mrs. Mills, was prevented by Section 11494, General Code, from being a witness. This section provides:

“The following persons shall not testify in certain respects. (1) An attorney, concerning a communication made to him by his client in that relation, or his advice to his client; or a physician concerning a communication made to him by his patient in that relation, or his advice to his patient. But the attorney or physician may testify by express consent of the client or patient; and if the client or patient voluntarily testifies, the attorney or physician may be compelled to testify on the same subject.”

. In this case the client being dead, it was impossible for her either to testify voluntarily or to give express consent at the time of the trial, that her counsel might testify.

The purpose of the evidence offered was to throw light upon the question whether the testatrix was, at the time of making her will, of sound mind and memory, and such testimony would unquestionably have been competent had it been given by a person other than the counsel for the testatrix.

It is urged by counsel for eontestors that the consent given when the testatrix requested the attorney to act as a witness can only be implied and that this “implied” consent falls short of the “express” consent required by the statute, and by the case of Ausdenmoore v. Holzback, 89 O. S., 381, and that to permit the attorney to testify there should have been an express consent given by the testatrix, either in the will itself or in some other manner. Citing Bowers on Law of Waiver, Section 192, and cases cited in notes; McMasters v. Scriven, 85 Wis., 168; Herman v. Schlesinger, 114 Wis., 382.

The question narrows to the point as to whether a request made by the testator that his attorney act as a witness to his will, is an express consent that such attorney shall testify whenever called upon to probate' the will, or sustain its validity, or [212]*212is only an implied consent falling short of the requirement of the statute.

There appears to be no authoritative case in Ohio upon the question as to whether the disability of the statute is removed when a testator requests the attorney, to whom he has made a communication in that relation, to act as a witness to the will. The same statute, in reference to a physician, is commented upon in the case of Ausdenmoore v. Holzback, supra.

The court, in speaking of the qualifying language which -permits a physician to testify, says:

“This qualifying clause we hold to mean there can not be a waiver except in two ways: First, by an express consent of the patient, or by the patient taking the stand and voluntarily testifying as to the things and matters communicated to his physician, the latter being held to be in effect an express waiver as to that physician.”

The rule above expressed by the court seems to have been broadened where a will is in contest, in the case of Bahl v. Byal, 90 O. S., 129, where it is held that it is competent for a physician of the testator to express an opinion as to the condition of the patient’s mind, founded on his study and observation of the testator while in professional attendance upon him.

'This question, while undecided in Ohio, is not so in other states. In the Matter of Coleman, 111 N. Y., 220, the court construes the statute of New York, differing slightly from the Ohio statute. By the New York statute the pledge of secrecy imposed by the statute is to be observed unless its provisions are ‘ ‘ expressly waived by the client. ’ ’ In that case the court was of the opinion that because of the request made by the testatrix that her attorney act as a subscribing witness to the will the provisions of the statute as to secrecy were expressly waived, and that the attorney became a competent witness in all matters in relation to the execution of the will, including the testamentary capacity of the person making the same. To the same effect are: Thompson on Wills, Section 127; Paige on Wills, Sections 364, 365; Am. & Eng. Ency. of L., Vol. 23, 77; cases cited in Am. Dig. Cent. Ed. Vol. 50, columns 993-995; Jones on Evidence, Vol. 4, Section 755; In re Mullins Estate, 42 Pac. (Cal.), 645; Speer v. Speer, 146 Iowa, 6; Sellars v. Sellars, 49 Tenn., 430.

[213]*213It appears to the court that under these authorities there can be no escape from the conclusion that when a person about to make a will consults with an attorney and makes communications to him in that capacity, and after the will is drawn requests that such attorney act as a witness, that such testator thereby expressly consents and agrees that the attorney may appear and testify, both in the probate of the will, and in any proceeding that may affect its validity.

To put the construction upon the act of the testator insisted upon by the contestors would be to nullify the very purpose of the testator in requesting the trusted adviser to act in the capacity of a witness.

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Related

In Re Proving the Will of Coleman
19 N.E. 71 (New York Court of Appeals, 1888)
In re the Probate of the Last Will & Testament of Hesdra
119 N.Y. 615 (New York Court of Appeals, 1890)
Speer v. Speer
123 N.W. 176 (Supreme Court of Iowa, 1909)
McMaster v. Scriven
55 N.W. 149 (Wisconsin Supreme Court, 1893)
Herman v. Schlesinger
90 N.W. 460 (Wisconsin Supreme Court, 1902)

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Bluebook (online)
20 Ohio N.P. (n.s.) 209, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baird-v-detrick-ohctcomplclark-1917.