Culpepper v. Robie

154 S.E. 687, 155 Va. 64, 1930 Va. LEXIS 147
CourtSupreme Court of Virginia
DecidedSeptember 12, 1930
StatusPublished
Cited by24 cases

This text of 154 S.E. 687 (Culpepper v. Robie) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Culpepper v. Robie, 154 S.E. 687, 155 Va. 64, 1930 Va. LEXIS 147 (Va. 1930).

Opinions

Hudgins, J.,

delivered the opinion of the court.

The following instructions were given by the trial court:

“(1) The court instructs the jury that the test of whether or not a testator had legal testamentary capacity relates to the time at which the will was executed, and if the jury shall believe from the evidence that Nathaniel D. Culpepper was mentally capable of making a will upon the date of its execution, then the same is valid so far as mental capacity is concerned, whatever may have been his condition mentally prior or after the. time of executing said will.

“(2) The court instructs the jury that the evidence, of physicians on the question of mental capacity, especially those who attended the testator and were with him considerably during the time it is alleged he was of unsound mind, is entitled to great weight.

“(5) The court instructs the jury that the testimony of „ credible witnesses present at the execution of the will is entitled to peculiar weight on the question of testamentary capacity and that this is especially true of attesting witnesses whose duty it is to ascertain and judge of the testator's mental capacity at the time.

“(6) The court instructs the jury that the testimony of a reputable attorney who receives the instructions for drafting the will, drafts it, reads it over and explains it to the testator, and is present at its execution, is entitled to consideration as to the mental capacity of the testator, but has no special bearing upon undue influence. (Italics supplied.)

[69]*69“(8) The jury are instructed that neither sickness, old age, eccentricity, nor impaired intellect, nor all of them combined are sufficient, standing alone, to render invalid a will, and even if the jury believe from the evidence that any one or more or all of these conditions existed in the case of the testator, Nathaniel D. Culpepper, when he executed his will in question, and even though the jury shall believe from the evidence that the testator at the time of executing the said will was of advanced age or J.was infirm in health, and even though they may believe from the evidence that his intellect was impaired to some extent, nevertheless, if they shall further believe and find from the evidence that at the time of executing the said will the said Nathaniel D. Culpepper was capable of recollecting the property he was about to dispose of, the persons who were the objects of his bounty and the manner in which he wished his property distributed among them, and had an understanding of the nature of the business in which he was engaged, then the jury must find that he had mental capacity to make a valid disposition of his estate.

“(9) The court instructs the jury that they cannot measure the testator's capacity nor inquire into the wisdom and prudence of his disposition of .the property if the jury believe from the evidence that he is legally compos mentis; be he wise or unwise, he is the disposer of his own property and his will stands as a reason for his action. He is under no legal obligation to will his property to his relations, and the justice or propriety of the will is not a question for the jury except that they may consider that matter as a circumstance bearing upon the testator's mental capacity or undue influence. If he is a capable testator he can will his property as he chooses.

“(12) The court instructs the jury that if they believe from the evidence that the writing purporting to be the last will and testament of Nathaniel D. Culpepper, deceased, was signed by the testator or acknowledged by him in the [70]*70presence of at least two competent witnesses present at the same time, and that such witnesses subscribed the will in the presence of the testator, then the will was properly-executed.

“(13) The court instructs the jury that the mere fact that the testator was at times the victim of hallucinations or even insane delusions is not sufficient evidence of lack of testamentary capacity to avoid a will unless the will was the product of the said hallucinations or insane delusions, and if you believe that the testator at the time the will was executed had sufficient mind and memory to know the business he was then engaged in, the amount of his property and the objects of his bounty, then the testator had sufficient testamentary capacity to execute the will in question.

“(14) The court instructs the jury that while the burden of proof is upon those offering a will for probate, to show testamentary capacity on the part of the testator at the time the will was executed to the satisfaction of the jury, yet the court tells the jury that there is in all cases an existing presumption in favor of the testator’s sanity and capacity, which is to be taken into consideration by the jury in determining the question of competency.

“(15) The court instructs the jury that undue influence, which is a species of fraud, must not be presumed but must be proven by satisfactory testimony; and the burden of such proof rests upon the contestants, Elizabeth G. Robie, and others. This instruction must be read in connection with instruction No. 7-A.

“(18) The court instructs the jury that while declarations of a testator not contemporaneously made with the execution of the will, are relevant evidence to show his mental condition or capacity, as well as his feelings or affections towards the natural beneficiaries of his bounty, yet they are not admissible to establish the substantive fact of undue influence.

[71]*71“(24) As to the question of mental incapacity alone, the opinion of lay witnesses is of little value except as they testify to facts and circumstances.

“(25) The court instructs the jury that a will should not be set aside simply because the testator was influenced by natural affection and desire to give property to those most considerate and attentive to him. In other words a will should not be set aside because the testator was influenced to make the will by others, unless such influence was undue.

“(1-a) The court instructs the jury that the burden is upon the proponent of the will in this case, Benjamin F. Culpepper, to establish that the paper writing in question is the true last will and testament of Nathaniel D. Culpepper.

“(2-a) The court instructs the jury that the nature and character of the will may be considered by the jury as a circumstance, along with all other facts and circumstances in the case, on the question of testamentary capacity of Nathaniel D. Culpepper and upon the question of undue influence upon him.

“ (3-a) The jury are further instructed that testamentary incapacity does not necessarily require that a person shall be actually insane. Weakness of intellect, regardless of how it may arise, may render the testator incapable of making a valid will, provided such weakness really disqualifies him from knowing or appreciating the nature, effect or consequences of the "acts he is engaged in. In order to make him of sound and disposing mind and memory he must retain sufficient active memory to collect in his mind, without prompting, particulars or element's of the business to be transacted, and to hold them in his mind a sufficient length of time to perceive at least their obvious relations to each other, and be able to form some rational judgment in relation to them.

[72]

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Cite This Page — Counsel Stack

Bluebook (online)
154 S.E. 687, 155 Va. 64, 1930 Va. LEXIS 147, Counsel Stack Legal Research, https://law.counselstack.com/opinion/culpepper-v-robie-va-1930.