Barnes v. Odum

136 N.E. 700, 304 Ill. 624
CourtIllinois Supreme Court
DecidedOctober 21, 1922
DocketNo. 14636
StatusPublished
Cited by1 cases

This text of 136 N.E. 700 (Barnes v. Odum) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barnes v. Odum, 136 N.E. 700, 304 Ill. 624 (Ill. 1922).

Opinion

Mr. Chief Justice Thompson

delivered the opinion of the court:

Harriet A. Miller died testate November 26, 1920, leaving as her heirs-at-law eight great-grandchildren. She had but one daughter who lived to maturity. To this daughter were born four children, Carrie, Claud, Joe and Grace. The daughter, with her husband and children, lived in the home of her parents until her death, in 1891. Thereafter the grandchildren, with their father, lived at the home of the grandparents until they were married. Carrie died leaving five children, Laura, Susan, Ida, John and Carrie; Claud died leaving one child, Harriet; Joe died leaving one child, Prank; and Grace died leaving one child, James. The husband of testatrix died about 1910. When testatrix died she was eighty-three years of age. The Chapman children were all adults, and all were married except Carrie. James Odum was about nineteen years of age, Harriet Barnes thirteen and Frank Barnes eight. The will of testatrix, executed August 16, 1920, gave to her great-grandson James forty acres of land, her home in Carmi, including her household furniture, and $4000 worth of bank stock. All the residue of her estate, amounting to more than $75,000, invested largely in notes and government bonds, she gave to her eight great-grandchildren, share and share alike, except that she charged the shares of the appellants, Harriet and Frank, with $11,000 each, explaining that she had theretofore advanced that amount to their respective fathers, her grandsons Claud and Joe. This bill was filed in the circuit court of White county charging undue influence and want of mental capacity. There was no proof of undue influence. About forty witnesses, twenty-eight for proponents and twelve for contestants, testified concerning the mental capacity of testatrix. There was a verdict sustaining the will, a decree on this verdict and an appeal to this court.

Appellants contend that the court erred in admitting improper evidence on behalf of proponents; in refusing to admit proper evidence offered by contestants; in giving improper instructions for proponents; and in refusing and improperly modifying proper instructions offered by the contestants.

The point most strongly argued by counsel for appellants, and the one on which they seem to rely for a reversal of this decree, is that the court permitted non-expert witnesses to express opinions regarding the mental condition of testatrix. The question was raised by the following objection: “That question is objected to on the ground that it is improper and incompetent, and that the witness has no right, being a lay witness, to state an opinion. He may state the facts and circumstances, conversations and all of his observations, and leave it to the jury to determine whether she is or is not of sound mind and memory. Further, an opinion as to whether she is of sound mind and memory or not is a question which this jury must determine from the facts arid not from the opinion of lay witnesses.” This objection was overruled.

Appellants rely on Baddeley v. Watkins, 293 Ill. 394, as authority for their contention, but the holding in that case is to the contrary. We there said: “Opinions of non-expert witnesses are admissible in cases of this character where such opinions are based upon the knowledge and observations of the witnesses. * * * When a witness testifies from observation of a man that he is young or old, sober or intoxicated, pleased or angry, sane or insane, his testimony is not mere opinion,—it is knowledge; but it is knowledge gained from an observation of numerous and subtle characteristics, which would be difficult, if not impossible, to adequately describe to the jury except by stating the conclusion naturally reached by the mind of the observer.” Beginning with Roe v. Taylor, 45 Ill. 485, this court has consistently held that a non-expert witness, after detailing the facts on which an opinion concerning the testator’s mental condition is based, may give to the jury that opinion, to be received by them and to be valued by them according to the intelligence of the witness and his own capacity to form the opinion. This holding is in accord with the great weight of authority in other jurisdictions. In Connecticut Mutual Life Ins. Co. v. Lathrop, 111 U. S. 612, 4 Sup. Ct. 533, it is said: “Whether an individual is insane is not always best solved by abstruse metaphysical speculations expressed in the technical language of medical science. The common sense, and, we may add, the natural instincts, of mankind reject the supposition that only experts can approximate certainty upon such a subject. There are matters of which all men have more or less knowledge, according to their mental capacity and habits of observation,—matters about which they may and do form opinions sufficiently satisfactory to constitute the basis of action. While the mere opinion of a non-professional witness predicated upon facts detailed by others is incompetent as evidence upon an issue of insanity, his judgment based upon personal knowledge of the circumstances involved in such an inquiry certainly is of value, because the natural and ordinary operations of the human intellect, and the appearance and conduct of insane persons as contrasted with the appearance and conduct of persons of sound mind, are more or less understood and recognized by everyone of ordinary intelligence who comes in contact with his species. The extent to which such opinions should influence or control the judgment of the court or jury must depend upon the intelligence of the witness as manifested by his examination and upon his opportunities to ascertain all the circumstances that should properly affect any conclusion reached. * * * The truth is, the statement of a non-professional witness as to the sanity or insanity, at a particular time, of an individual whose appearance,' manner, habits and conduct came under his personal observation is not the expression of mere opinion. In form it is opinion, because it expresses an inference or conclusion based upon observation of the appearance, manner and motions of another person, of which a correct idea cannot well be communicated in words to others without embodying, more or les.s, the impressions or judgment of the witness. But in a substantial sense, and for every purpose essential to a safe conclusion, the mental condition of an individual, as sane or insane, is a fact, and the expressed opinion of one who has had adequate opportunities to observe his conduct and appearance is but the statement of a fact; not, indeed, a fact established by direct and positive proof, because in most, if not all, cases it is impossible to determine with absolute certainty the precise mental condition of another, yet being founded on actual observation, and being consistent with common experience and the ordinary manifestations of the condition of the mind, it is knowledge so far as the human intellect can acquire knowledge upon such subjects.” In Austin v. Austin, 260 Ill. 299, we placed the testimony of expert and non-expert witnesses upon the subject of mental capacity on the same plane. The court properly permitted the witnesses to express their opinions.

Appellees were permitted to prove, over the objection of appellants, that testatrix had on February 25, 1911, transferred to her grandsons Claud and Joe Barnes 230 shares of stock in the First National Bank of Carmi, which were of the par value of $100 a share and which at that time were worth more than par.

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136 N.E. 700, 304 Ill. 624, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barnes-v-odum-ill-1922.