Blalock v. Magee

38 So. 2d 708, 205 Miss. 209, 1949 Miss. LEXIS 426
CourtMississippi Supreme Court
DecidedFebruary 14, 1949
StatusPublished
Cited by16 cases

This text of 38 So. 2d 708 (Blalock v. Magee) 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
Blalock v. Magee, 38 So. 2d 708, 205 Miss. 209, 1949 Miss. LEXIS 426 (Mich. 1949).

Opinions

*240 McGeh.ee, C. J,

.This suit involves-a contest of the purported last will and testament - of Mrs. Jimmie Dye Hailey Magee, wife of the -appellee Dr. Hosea F. Magee, a physician and surgeon of Jackson, Mississippi. The contestants are the husband and some of the sisters of the testatrix, all devisees, under the will, and the proponents are 'the appellants James A. Blalock, a nephew of Mrs. Magee, and his mother Mrs. Agnes Hailey Blalock, and other-members. of the Hailey family, who are all likewise devisees under -the will. The’validity of -the instrument is eon-tested on the ground of the lack of testamentary capacity and because of undue influence alleged to have been-exerted, by the -two proponents' hereinbefore specifically mentioned, in connection with the preparation and execution thereof. ■ ’

■The-proponents requested a directed-verdict in their favor on both grounds of the contest but such instruct *241 tions were refused "by the trial court and there was a general verdict by the jury against the validity of the will. The principal assignment of error on this appeal is the failure of the Court to grant these instructions for a verdict in favor of the proponents.

At the trial on the contest the proponents established the probate in common form of the purported will by the introduction of the petition for probate, the affidavits of the two subscribing witnesses, the original instrument and the decree admitting the same to probate. They thereupon rested their case, awaiting the introduction of proof by the contestants to sustain the allegations of the contest to the extent of overcoming or equalizing theprima facie case presented by the proof of probate in common form.

To overcome the prima facie case thus made, the contestants introduced 29 witnesses, whose testimony was devoted almost exclusively to their acquaintance, association and experiences with the testatrix, their opinions as to her want of testamentary capacity and the facts and incidents upon which such opinions were based, except that some of the contestants (other than Dr. Magee, who was not permitted to testify at all because of his incompetency to do so as sole heir at law of the testatrix) testified in regard to the close relationship between the testatrix and James A. Blalock, who resided in her home for a number of years, and that existing between the testatrix and her sister Mrs. Agnes Hailey Blalock, who was a widow living in the State of Virginia but who had visited in the Magee home for three months just prior to the date on which the will is alleged to have been executed and had prepared or obtained and mailed to Mrs, Magee the form of the original draft thereof, and also except the testimony of Miss Jimmie Mae Tucker,- one of the subscribing witnesses, introduced by the contestants for the purpose of showing that though the. witness was able to identify the- signatures of the testatrix and that of the other subscribing witness and her own, *242 she had no independent recollection of the occasion, year, circumstances, or the fact of the testatrix having signed in her presence any instrument purporting to be a will. The other subscribing witness was unable to be present and did not testify.

The instrument in question is typewritten and on the letterhead of Dr. Magee, and bears the date at the caption thereof of August 3, 1943. The blank places left in the typewritten draft are filled in with pen and ink as to the name of some of the donees of certain specific articles of personal property and the names are left blank as to the donees of other such articles therein mentioned. The instrument bears no date at the conclusion thereof. But there is a notation on the back of the instrument in the handwriting of the testatrix bearing date of September 18,1945, in the following words:

“In case of my sickness & if I am not able to sign papers or checks & money is necessary I ask that Mrs. Agnes H. Blalock and Mrs. Lyda H. Sproles be allowed to draw money for my needs.

“ /s/ Jim Hailey Magee

“/s/ Mrs. Jimmie Hailey Magee.

“Some money in name of Mrs. H. F. Magee.”

It was testified by a Mrs. Parker, who served as housekeeper and attendant or companion of the testatrix for several years prior to 'her death, that the testatrix stated to her in the fall of 1944 that - she had a will but had not signed it; that the testatrix was then worrying a great deal about what to do about her property and could not make up her mind in regard thereto. And since the subscribing witness, Miss Jimmie Mae Tucker, had testified before the jury that she did not remember anything about the occasion of the execution of the will; or when it was signed, the jury was not required to find that the same was executed on August 3,1943, unless they had believed so from a preponderance of the evidence.

The first bequest set forth in the instrument is in favor of the husband and consists of “My interest in-all *243 government bonds, building and loan stock and other moneys jointly owned by us. ’ ’ It seems that these bonds and some of the monies on deposit were payable to “Dr. H. F. Magee or Mrs. H. F. Magee,” and her interest therein would have been paid to him at her death, as survivor, without regard to whether or not she had made a will.

The next provision is a devise to Agnes Hailey Blalock and James A. Blalock of a half interest in fee simple in the residence property which was being occupied by the testatrix and her husband as a home, subject to the right of her husband to occupy the same during his lifetime, and the duty was imposed upon the said devisees to in return “see that my husband Hosea F. Magee is cared for in his old age” and that he “have someone to care for his home, his clothes and see that he needs nothing.” This provision in the will further stipulates that “the money for his support has been provided by my life insurance, $9,000.00,” then it is stated that the “money provided shall be made available to James A. Blalock and Agnes Hailey Blalock to meet the necessary expenses and such extras as my husband shall need. ’ ’

Dr. Magee was the beneficiary in the life insurance policy and would have received the proceeds thereof at any rate. The last above quoted statement from this provision of the instrument, appears to be an effort to give unto these two devisees the control of either the proceeds of the life insurance wherein her husband is the beneficiary of the funds to be derived from the government bonds, building and loan stock and other monies which were jointly owned by the testatrix and her husband, or the survivor of them, if not control of the funds to be derived from both sources, although the husband was at that time virtually in the prime of life.

The purported will then contained a provision bequeathing unto the said James A. Blalock certain household furniture which had been purchased and paid for by Mrs. Lilly Hailey Martin, a sister of the testatrix, *244 now of Memphis, Tennessee, and who had left it in the Magee home on account of the fact that their mother lived there for more than a decade prior to her death, and it was shown that Mrs.

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Bluebook (online)
38 So. 2d 708, 205 Miss. 209, 1949 Miss. LEXIS 426, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blalock-v-magee-miss-1949.