Brown v. Lane

15 Ohio App. 321, 32 Ohio C.C. (n.s.) 305, 32 Ohio C.A. 305, 1921 Ohio App. LEXIS 229
CourtOhio Court of Appeals
DecidedMay 4, 1921
StatusPublished
Cited by1 cases

This text of 15 Ohio App. 321 (Brown v. Lane) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brown v. Lane, 15 Ohio App. 321, 32 Ohio C.C. (n.s.) 305, 32 Ohio C.A. 305, 1921 Ohio App. LEXIS 229 (Ohio Ct. App. 1921).

Opinion

Houck, J.

Action to set aside the will and codicil of James E. Lane, deceased, was brought by his only son and heir at law, Ray Lane, the defendant in error. The jury found against the will and codicil, and set same aside upon the ground of lack of mental capacity in testator at the time of their execution. The trial judge overruled a motion for a new trial, and entered a judgment on the verdict.

[322]*322Question: Is there error in the record prejudicial to the rights of the plaintiffs in error?

The following errors are relied upon for a reversal of the judgment below:

1. Error in the general charge of the trial judge to the jury.

2. Because the court refused to give, in charge to the jury before argument, special written request No. 3.

3. There was no evidence to sustain the verdict of the jury.

The conceded facts are as follows:

The testator died February 2, 1917, at the age of 52 years. The will was executed December 27,1916, and the codicil January 5,1917. A summary of the will and codicil is:

Will.

Item 1. Payment of debts, funeral expenses and erection of family monument costing not less than $2,000.

Item 2. To Nola Thompson, as a reward for her long and faithful service to the testator, lot No. 132, in Bremen, Ohio, and lot No. 38, in Purvis Addition to the same village.

Item 3. To Dr. Carl Brown, for his care and attention and great friendship to the testator, lot No. 50 in Bremen, Ohio.

Item 4. To Ray Lane, testator’s son, $1,000.

Item 5. Remainder of his estate to Dr. Carl Brown, who is also named executor in Item 6.

Codicil.

Item 1. For maintenance of burial lot, $500.

Item 2. Carl Hemler, $500.

[323]*323The gross estate real and personal of the testator is about $15,000.

Lot No. 38, devised to Nola Thompson, is of the value of $1,000, and lot No. 132 of the value of $2,800.

Lot No. 50, devised to Dr. Carl Brown, is of the value of $2,000.

The debts, funeral expenses, and collateral inheritance taxes, amount to about $2,000, leaving the net estate about $13,000.

Of this net estate Miss Thompson will receive, under the will, about $3,800, and Dr. Carl Brown approximately $5,000, because the legacies in money aggregate $4,000, which are to be paid before the remainder passes to him.

The testator and his wife separated about 30 years before his death, when their only child, Ray Lane, the defendant in error, was less than one year of age; they were living near Commercial Point, in Pickaway county, at the time of the separation.

The testator lived in Bremen and conducted a bakery business there for seven or eight years prior to his death, and his estate was accumulated there in that business. His whereabouts from the time of the separation between him and his wife until he became a citizen of Bremen does not appear.

Learned counsel for the plaintiffs, in error insist that there is prejudicial error in the general charge of the trial judge in the following instruction to the jury:

“The testator is empowered, under the law, to make a will, and to will his property to those who have natural claims upon his bounty; but if he does so he must possess sufficient mentality and sufficient intellectuality to know what he is doing, who are his relatives, the nature and extent of his property, and [324]*324the relationship that he bears to those who have natnral claims upon his bounty.”

It is urged that this instruction was intended to and did cause the jury to believe that a higher standard of mentality is required of a testator who makes disposition of his property to others than those related to him by blood.

We do not agree with counsel in this claim. There is nothing in the language of the instruction complained of that warrants or justifies the construction placed thereon by counsel. A fair interpretation of the language leads us to conclude that it does not directly or inferentially so state.

This is not all, for the court did not stop at the above instruction, but continued, as follows:

“Now, gentlemen of the jury, if he conveyed his property to a stranger, or if he conveyed it in unequal portions with reference to those who have no natural claims upon his bounty, you. cannot return a verdict setting aside the will for that reason, but j Ou are entitled to take that fact, if it be a fact, into consideration with all the other evidence in the case as to whether he possessed sufficient mentality at the time he executed this will and codicil to execute them. This will is in evidence and it is here for all purposes. You have a right to examine this will and codicil in all their terms and take into consideration all the facts and circumstances and all the evidence produced in the ease in considering whether it is a just or unjust will, whether it is fair or unfair.

“If you believe, again, that the will is unfair, that it is unjust, that it is inequitable, you cannot set it aside upon those grounds; but you will take its fairness or unfairness, its equitableness or inequitable[325]*325ness into consideration along with the other facts and circumstances in determining whether or not the testator at the time he executed the will and codicil would have so executed it if he had been of sound mind.”

A careful reading of this latter instruction clearly shows that the court fully and clearly explained to the jury the legal force and effect of a testator’s conveying by will his property, not only to his relations but to those who are not related to him by blood, as the same might reflect upon his mental capacity to do so at the time of the execution of his will; also as to the justness or unjustness, its equitableness or inequitableness; thus in clear, forceful and direct language telling the jury that such could only be taken into consideration along with all the other proven facts and circumstances in the case, in determining whether or not the testator at the time he executed the will and codicil was of sound mind and memory and capable in law of making a will.

Counsel strongly urge that the court prejudicially erred when it charged the jury as follows:

“The mental capacity required as a minimum in our state for the purpose of making a will is sufficient when the following characteristics exist:

“(1) To understand the nature of the business in which he is engaged.

“(2) To comprehend generally the nature and extent of his property.

“ (3) To hold in his mind the names and identity of those who have natural claims upon his bounty.

“ (4) To be able to appreciate his relation to such persons.”

We think the rule here laid down is sound, and the mere fact that the trial judge used the word “mini[326]*326mum” does not make the charge erroneous.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Branson v. Roelofsz
70 P.2d 589 (Wyoming Supreme Court, 1937)

Cite This Page — Counsel Stack

Bluebook (online)
15 Ohio App. 321, 32 Ohio C.C. (n.s.) 305, 32 Ohio C.A. 305, 1921 Ohio App. LEXIS 229, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-lane-ohioctapp-1921.