Bridges v. Agee

15 Tenn. App. 351, 1932 Tenn. App. LEXIS 102
CourtCourt of Appeals of Tennessee
DecidedOctober 1, 1932
StatusPublished
Cited by16 cases

This text of 15 Tenn. App. 351 (Bridges v. Agee) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bridges v. Agee, 15 Tenn. App. 351, 1932 Tenn. App. LEXIS 102 (Tenn. Ct. App. 1932).

Opinion

DeWITT, J.

This cause presented an issue of devisavit vel non, involving the validity of a paper writing purporting to be the last will and testament of Mrs. Lula Agee, who died at her home in Smith County on September 14, 1931. The alleged will was signed by Mrs. A gee on August 17, 1931, and was attested by J. "W. Nixon, the cashier of the Bank of Hickman, and by F. B. James. The contestant is Robert Agee, son and only heir of a deceased brother of Mrs. Lula Agee. The grounds of contest are mental incapacity to execute a will, and execution of the will through fraud and undue influence on the part of Dr. J. G. Bridges, the physician to the alleged testatrix *353 and almost entirely tlie beneficiary under tbe said will. A trial of the issues before the Judge and a jury resulted in a verdict against the validity of the will. At the close of all the evidence the Circuit Judge had overruled a motion of the proponent for peremptory instructions in favor of the validity of the will. In overruling the motion of the proponent for a new trial the Circuit Judge stated that in his opinion evidence warranted the conclusion that Mrs. A gee was a person pf unsound mind, part of the time at least, and that the proponent had not carried the burden of showing that she executed the will while in a lucid interval; and therefore on this the verdict of the jury would have to be sustained. Further he said that he thought that it appeared that she was on many occasions without testamentary capacity, and the presumption being that this continued until the contrary would be shown, and the burden being on the proponent to show it, he did not feel called upon and did not think that it was necessary to discuss the various phases of the case, the question of undue influence and fraud because the Verdict of the jury was a general verdict. This statement must be interpreted as withholding approval of a verdict as based upon said grounds of undue influence or fraud. It is well settled that in order to review a judgment based upon the verdict of a jury, the appellate court must know that the verdict had the approval of the judgment and conscience of the trial judge. Hamburger v. Railroad, 138 Tenn., 123, 196 S. W, 144; Railroad v. Lee, 95 Tenn., 387, 18 S. W., 268; Curran v. State, 157 Tenn, 7, 4 S. W. (2d), 957; N. C. & St. L. Railway v. Perry, 13 Tenn. App, 268. Therefore in view of the aforesaid expression of the Trial Judge, this court will not consider the issue of fraud and undue influence, but will treat the Verdict of the jury as sustaining the charge of testamentary incapacity.

The principal assignment is that the motion for a directed verdict in favor of the proponent should have been sustained, it being insisted that all the evidence that has any probative value or force is to the effect that at the time of the execution of the will Mrs. Agee knew what she was about and disposed of her property in accordance with her wishes.

Mrs. Agee was the widow of Ruben Agee, who died intestate in September, 1930, leaving a tract of about 65 acres, containing a residence, etc, and a considerable amount of bonds, notes receivable, money and other personal property. No children were born to her and Mr. Agee. For several years before his death Mrs. Agee had been afflicted with the disease known as combined schlerosis of the spinal column, rendering her unable to walk and confining her to her bed or a rolling chair. Her regular physician was Dr. J. Gr. Bridges, but during some of the last few weeks of her life she was also at *354 tended by Dr. Dalton. Mrs. Agee’s home Was about one mile from the town of Hickman, while Dr. Bridges lived at Gordonsville, a few miles away. Upon two occasions Mrs. Agee was brought to Nashville for examination by specialists, the second occasion being in May, 1931, when she was placed in St. Thomas Hospital for a few hours and she was examined and her disease studied by Dr. McKinney, a specialist in neural surgery, and diseases of the nerves. The aforesaid disease with which she was afflicted brought about her death. There is abundant evidence that it was incurable and progressive. The will in question was drafted by Dr. Bridges. The operative parts of it are as follows:

“I give, devise and bequeath all of the estate, both real and personal, of which I may die seized and possessed, as follows:— First. I direct that all my just debts be paid as soon as practical. Second. I direct that the grav'e of my husband and myself be fenced with a good and substantial iron fence; and that an appropriate tombstone be placed at the grave of my husband, W. R. Agee, and myself, at a cost of one thousand dollars, or approximately that amount, provided I do not have this done during my lifetime. Third. I will and bequeath the sum of Twenty-five dollars to Mrs. Lillie Winfrey, wife of B. Winfrey. Fourth. I will and bequeath one-half of my household goods to Mrs. Eva Agee, wife of Alonzo Agee, both of whom are now living in house with me. Fifth. I advise, will and bequeath all the residue of my estate, real and personal, to Dr. J. G. Bridges. Sixth. I hereby nominate and appoint Dr. J. G. Bridges as Executor of this, my last will. ’ ’

Prior to the execution of this paper Mrs. Agee had undertaken on three occasions to execute a will. In November, 1930, she requested a friend, Mr. J. F. Gwaltney, to write for her a will, providing for the erection of a monument and a fence at the grave of her husband, very near to her home; and then giving the balance of her property to two trustees to be used for the erection of a Christian Church at Hickman, although there was no congregation of that denomination at that place. Mr. Gwaltney testified that she said that she was sure that when such gift would take effect, such a congregation would be organized. On January 7,1931, she undertook to execute another will, which Mr. Gwaltney had written at her request. She said that she had changed her mind. This will provided also for a monument and a fence. She gave her household goods to Mrs. Lillie Winfrey, a neighbor who had rendered services to her, and gave the residue of her estate to Dt. J. G. Bridges. Dr. Bridges Was at her home at the time of the execution of this will but he testified, and it is not directly contradicted, that he had no knowledge or intimation of the contents *355 of this will until January 13th following. Mrs. Lillie Winfrey’s husband, B. Winfrey, was a witness to this will but testified that he did not know' at the time that it was a will which he was attesting and when he learned that it was a will he became doubtful as to its validity under the circumstances. On January 12, 1931, Mrs. Agee discussed with Dr. Bridges the question just raised and she decided to execute another will and agreed that Dr. Bridges should procure Mr. E. C. Smith, an attorney, to attend to the matter. On January 13th, Mr. Smith -went to the home of Mrs. Agee and in the presence of B. Winfrey and W. B. Thomas as attesting witnesses, Mrs. Agee signed another will, which was identical in its provisions with the will of January 7th.

The law fixes the standard of mental capacity, that is, the testator must be of sound and disposing mind and memory, sufficiently sound to enable him to know and understand the business in which he was engaged at the time he executed his will. Pritchard on Wills, section '99.

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Bluebook (online)
15 Tenn. App. 351, 1932 Tenn. App. LEXIS 102, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bridges-v-agee-tennctapp-1932.