Bilby v. Stewart

1915 OK 1075, 153 P. 1173, 55 Okla. 767, 1916 Okla. LEXIS 226
CourtSupreme Court of Oklahoma
DecidedDecember 21, 1915
Docket5702
StatusPublished
Cited by33 cases

This text of 1915 OK 1075 (Bilby v. Stewart) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bilby v. Stewart, 1915 OK 1075, 153 P. 1173, 55 Okla. 767, 1916 Okla. LEXIS 226 (Okla. 1915).

Opinion

Opinion by

DUDLEY, C.

On March- 18, 1911, Waco Bruner, a full-blood Creek Indian, executed a purported will, bequeathing his allotted lands to plaintiff in error Nicholas V. Bilby, and designating the plaintiff in error H. B. Moffitt the sole executor thereof. On November 21, 1912, said alleged testator died in Hughes county, Okla., seised and possessed of said lands. Pie was a resident of said county at the time of his death. Bilby is the principal beneficiary under said purported will. He, however, was-not related to the deceased. On November 23, 1912, Moffitt, the executor named in said purported will, presented the same to the county judge of said county, and filed a petition asking for the probate thereof. The defendants in error, claiming to be the sole and only heirs at law and next of kin of said deceased, filed a contest, protesting against the probate of said purported will, on the grounds, among others, that the same- was procured through the undue influence of Bilby, the principal beneficiary therein, and that the alleged testator did not possess the capacity to make the same. Issues were joined and a hearing had, resulting in a finding against the contestants upon the questions of undue influence and testa-metary capacity, but denying the probate of said purported will, for the reason that the testator was a full-blood Creek Indian, and on account thereof was incapable *769 of alienating his allotted lands by will. Both the proponents and contestants appealed from this judgment to the district court of said county, where the case was tried de novo, resulting in a judgment denying the probate of said will on the ground of testamentary incapacity. From this judgment the proponents have appealed.

In the trial of the case in the district court, the trial court, without objections, submitted to a jury the questions of undue influence and testamentary capacity. The jury found that said purported will was procured through the undue influence of Bilby, and that the alleged testator did not possess testamentary capacity to make the same. The trial court set aside the jury’s finding of fact on the question of undue influence, but approved and adopted its finding on the question of testamentary capacity.

The proponents first insist that the trial court committed prejudicial ,eror in submitting the two questions of fact to the jury. We think not. The right of trial by a jury, guaranteed under section 19, art. 2, of the Constitution (section 19, p. 15, Williams’ Ann. Const.), except as modified by the Constitution itself, means the right as it existed in the Territory of Oklahoma at the time of the adoption of the Constitution. State ex rel. West, Atty. Gen., v. Cobb, County Judge, 24 Okla. 662, 104 Pac. 361, 24 L. R. A. (N. S.) 639; Baker v. Newton, 27 Okla. 436, 112 Pac. 1034; In re Byrd, 31 Okla. 549, 122 Pac. 516; Ex parte Dagley, 35 Okla. 180, 128 Pac. 699, 44 L. R. A. (N. S.) 389; Catron v. Deep Fork Drainage District No. 1, 35 Okla. 447, 130 Pac. 263; State Bar Commission ex rel. Williams v. Sullivan, 35 Okla. 745, 131 Pac. 703, L. R. A. 1915D, 1218.

*770 Under the law in force in the Territory of-Oklahoma at the time of the adoption, of the Constitution, neither party in a. proceeding of this kind was entitled, as a matter of right, to a trial by a jury, but the court might, in its discretion, submit certain questions of fact to a jury, the findings of which, however, were not binding, but advisory only. Section 1807, vol. 1, Wilson’s Ann. St. 1903; Cartwright v. Holcomb et al., 21 Okla. 548, 97 Pac. 385; Engle v. Yorks, 7 S. D. 254, 64 N. W. 132; In re McClellan’s Estate, 20 S. D. 498, 107 N. W. 681; Rich v. Bowker, 25 Kan. 7; Hudson v. Hughan et al., 56 Kan. 152, 42 Pac. 701; Gallon v. Haas, 67 Kan. 225, 72 Pac. 770; Rathjens v. Merrill, 38 Wash. 442, 80 Pac. 754; In re Benton’s Estate, 131 Cal. 472, 63 Pac. 775; Estate of Dolbeer, 153 Cal. 652, 96 Pac. 266, 15 Ann. Cas. 207, note 211. The section above referred to is as follows:

“When the appeal is on quéstions of fact or on questions of both law and fact, the trial in the district court mu'st be de novo, and shall be conducted in the same manner as if the case and proceedings had -lawfully originated in that court; and such appellate court has the same power to decide the questions of fact which the probate court or judge had, 'and it may, in its discretion, as in suits in chancery, and with like effect, make an order for the trial by jury of any or all the material questions of fact arising upon .the issues between the parties, and such an order must state distinctly and plainly the questions of fact to ■be tried.”

This section was carried forward in the Revised .Laws 1910 (being section 6515 thereof), and is in force in this state unless repugnant to the foregoing, or some other, provision of the Constitution; and, in our judgment, it is not repugnant to such provision, or any other provision, of the Constitution with reference to trial by a jury as a *771 matter of right. This section of our statute is identical with section 359 of the Probate Code of South Dakota,' and the Supreme Court of that state, in the ease of Shaw et al. v. Shaw, 28 S. D. 221, 133 N. W. 292, Ann. Cas. 1914B, 554, considering the same in connection with certain provisions of the Constitution of - that state- similar to ours, held that it was- not repugnant to the provisions of the Constitution of that state with reference to the right of trial by jury, and that, in proceedings of this kind, neither party is entitled, as a matter of right, to a trial by a jury, but that the court might, in its discretion, submit certain questions of fact to a jury, the findings being advisory only, and not binding. See, also, Estate of Dolbeer, supra; In re Corson’s Estate, 29 S. D. 14, 135 N. W. 666; In re. Hackett’s Estate, 33 S. D. 208, 145 N. W. 437.

Under the foregoing section of our statute, we think the trial court had a right, in its-discretion, to submit the two questions of fact to the jury, and that, in setting aside the one and approving and adopting the other, it, in effect, determined, from all the evidence, that the alleged testator did not possess testamentary capacity. Proponents, however, insist that the foregoing section of our statute is in conflict with section 21, art. 7, of the Constitution, which provides: '

“In all jury trials, the jury shall return a general verdict, and no law in force, nor any law hereafter enacted, shall require the court to direct the jury to make findings on particular questions of fact; but the court may, in its discretion, direct such special findings.”

We do not think so. This section clearly refers to cases in which the parties are entitled to a trial by a jury as a matter of right, and does not, in any manner, limit or prohibit trial courts, in proceedings of this kind, from *772 submitting certain questions of fact to a jury. King v. Timmons,

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Cite This Page — Counsel Stack

Bluebook (online)
1915 OK 1075, 153 P. 1173, 55 Okla. 767, 1916 Okla. LEXIS 226, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bilby-v-stewart-okla-1915.