Craig v. Southard

35 N.E. 361, 148 Ill. 37
CourtIllinois Supreme Court
DecidedOctober 26, 1893
StatusPublished
Cited by31 cases

This text of 35 N.E. 361 (Craig v. Southard) 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
Craig v. Southard, 35 N.E. 361, 148 Ill. 37 (Ill. 1893).

Opinion

Mr. Justice Shore

delivered the opinion of the Court:

. This is a bill by William B. Craig and others to contest an instrument probated as the last will and testament, of David Craig, deceased, alleging, first, mental incapacity in the tes* tat or; and second, undue influence in the making and execution of the alleged will. Answer was filed admitting all of the material allegations of the bill, except that undue influence was exercised, or that said David Craig was wanting in mental capacity. An issue was made and submitted to a jury, as it is provided shall be done by the statute, resulting in a verdict finding the instrument to be the last will and testament of David Craig, and a decree was entered in accordance therewith.

Upon looking into the record it is found that the evidence was conflicting and irreconcilable upon the subject of mental capacity of said David Craig at the time of the execution of the paper purporting to be his will. As the case must again be submitted to a jury, no discussion of the weight of the evidence would be proper. But it may be said that there is ample evidence to - sustain a verdict either way upon that question. This being so, it was important that the trial be so conducted and the jury so directed that the issue be fairly presented. Wilbur v. Wilbur et al. 129 Ill. 392.

The proponents of the will produced the attesting witnesses, and made proof of its formal and technical execution. The will, together with affidavits of the attesting witnesses, thereto attached, made in the county court upon the probate of the will, were then read to the jury. The proponents then offered a certified copy of the will, with the affidavits attached, and the order admitting the will to probate, which, against the objection of the contestants, were permitted to be read in evidence. The statute authorizing a bill in chancery to contest the validity of a will provides, in terms, that “an issue'at law shall be made up, whether the writing produced be the will of the testator or testatrix, or not,” and the trial of such issue is de novo, and without being in any way influenced by the fact that the instrument purporting to be a will has been admitted to probate. True, by the statute the testimony taken at the probate of the instrument is rendered admissible upon the issue in chancery, but the order of court is not proper or competent evidence, and when admitted would be calculated to influence the verdict of the jury in favor of the validity of the will. (Purdy v. Hall, 134 Ill. 298; Rigg v. Wilton, 13 id. 15.) The original will, with the testimony taken at the time it was probated, having been admitted in evidence, there could have been no purpose in introducing the certified copy, •other than to get before the jury the fact that the county court had found "the instrument offered, to be the last will and testament of David Craig. This was clearly improper, and while, of itself, it would not, probably, be reversible error, it could not, in view of the conflicting evidence, have failed to be prejudicial to the contestants.

After the introduction of the testimony of the subscribing witnesses, the will, and the probate thereof, the proponents rested. Thereupon the contestants offered their evidence tending to show want of capacity in said Craig to make a will at the time of the execution of the instrument offered. At the conclusion of contestants’ evidence, proponents, over the objection of contestants, were permitted to re-open the case in chief, and to introduce a large number of witnesses, whose testimony tended to show that said decedent had sufficient mental capacity, etc. While this would not, of itself, be reversible error, it was improper. The burden being upon the proponents of the will to show, in the first instance, not only the technical execution of the will, but also to show affirmatively, by testimony of the attesting witnesses, the mental capacity of the testator, (Carpenter v. Calvert, 83 Ill. 71,) it followed, logically, that having opened the.case upon that subject they should introduce whatever evidence they desired, tending to establish such mental capacity. In Mueller v. Rebhan, 94 Ill. 142, after showing the rule in some courts to be, that it is sufficient for the party upon whom proof of an allegation rests, in the first instance, to produce proof enough to make a prima facie case, only, and that he is not required to accumulate proof upon the issue until evidence has been introduced tending to contradict his prima facie case, it is said: “That rule has not prevailed in the courts of this State, but the more usual rule is, that the party upon whom the burden of proof rests, must, in the first instance, produce all the proof he proposes to offer in support of his allegation, and after his adversary has closed his proof he may only be heard in adducing proof rebutting the proofs given by his adversary.” That, like this, was a bill filed to contest a° will. This view is unaffected by the fact that upon a prima fade ease being made, the presumption of sanity arising, the burden is cast upon the contestant to "show, by a preponderance of all the evidence, that the decedent, at the time of the execution of the will, was wanting in mental capacity to make the same, (Holloway v. Galloway, 51 Ill. 159 ; Carpenter v. Calvert, supra; Guild v. Hull, 127 id. 523 ; Wilbur v. Wilbur, supra; Argo v. Coffin, 142 id. 368.) While the better and approved practice is as indicated, a deviation from it would, perhaps, not be held to be error for which a cause should be reversed, unless it should appear, in the particular case, that contestants were unduly prejudiced thereby.

It was sought by contestants to show the mental condition of the testator before and about the time of the execution of the will. After showing by the witness Gifford, a justice of the peace, that he had known the testator intimately for a number of years, the following question was put: “What was the condition of old Mr. Craig’s mind during the last few years of his life?” Upon objection being made, the court said: “You can not put the question in that way. It seems to me you can only ask the general question as to whether he wasn capable of transacting ordinary business.” Counsel replied, “I think I have a right to have his mental condition described, —his memory, judgment,”- etc. The court replied, “I do not agree with you,” and sustained the objection. Questions were put to this and other witnesses, such as, “What was the condition of his memory ?” “What was the condition of his mind and memory ?” “You may describe the condition of his memory.” “What is your opinion as to whether, at that time, his mind was sound or unsound?” “Have you noticed the condition of his mental faculties in conversation with him ?” To which, objections were severally sustained.

We are of opinion that the learned chancellor was in error in thus limiting the scope of inquiry. There is, perhaps, some confusion in the books, and difficulty has always been found, in formulating tests by which to determine testamentary capacity. Opportunity for observation of the mental condition of persons occurs, ordinarily, in the common affairs of life, and as it requires no greater mental capacity to dispose of property by will than to transact ordinary business, such as buying and selling, collecting, loaning, leasing, and the like transactions, it has been generally held that capacity to transact such ordinary business would show testamentary capacity. Meeker v. Meeker, 75 Ill. 260; Brown v. Riggin, 94 id. 560 ; Rutherford v. Morris, 77 id. 397; Freeman v. Easly, 117 id. 317; Campbell v. Campbell, 130 id. 481; Myatt v.

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Bluebook (online)
35 N.E. 361, 148 Ill. 37, Counsel Stack Legal Research, https://law.counselstack.com/opinion/craig-v-southard-ill-1893.