Curnick v. Torbert

194 N.E. 771, 101 Ind. App. 113, 1935 Ind. App. LEXIS 126
CourtIndiana Court of Appeals
DecidedMarch 26, 1935
DocketNo. 14,579.
StatusPublished
Cited by3 cases

This text of 194 N.E. 771 (Curnick v. Torbert) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Curnick v. Torbert, 194 N.E. 771, 101 Ind. App. 113, 1935 Ind. App. LEXIS 126 (Ind. Ct. App. 1935).

Opinion

Bridwell, J.

This action was brought by Paul C. Curnick, who was the .surviving husband of Nellie B. Curnick, deceased, to contest the will of said decedent and set aside the probate thereof. The complaint alleges that said Nellie B. Curnick at the time said will was attempted to be executed was of unsound mind; that said pretended will was unduly executed; that it was executed under duress; that it was procured and obtained by undue influence, and was obtained and procured by fraud. Appellees (the executor of the will and the beneficiaries named therein other than said Paul C. Curnick) filed answer to the complaint in general denial. Pending trial of the cause said Paul C. Curnick died, and, on motion, appellants were substituted as parties plaintiff. Trial by jury with a verdict as follows: “We, the jury, find that the instrument offered for probate is the valid will of Nellie B. Curnick.” Judgment was rendered in accordance with the verdict. Appellants filed motion for a new trial which was overruled, and they excepted. This appeal followed, appellants assigning as error the overruling of their motion for a new trial.

In their motion for a new trial appellants state eleven causes as reasons for the granting of .such motion, but, on appeal, under their “Propositions and Authorities” present for review only alleged error in the giving of instructions numbered (3) and (7) given by the court of its own motion; alleged error in • giving instructions numbered (5) and (7) tendered by appellee, and alleged error in refusing to give instruc *116 tion numbered (4) tendered by appellants. It is only such claimed errors that will be considered. All others, if any, are deemed waived. (Rule 21 of Supreme and Appellate Courts.)

Instruction numbered (3) is as follows:

“Under the issues tendered' in this case it is proper for the court to explain to you the legal meaning of the words ‘person of unsound mind.’
“The words ‘person of unsound mind’ as used in the statute in this state shall be taken to mean any idiot, non compos, lunatic, monomaniac or distracted person.
“The law does not undertake to measure a person’s intellect and to define the exact quality of mind and memory which he or she shall possess to authorize him or her to make a will, yet it does require him or her to possess mind sufficient to know the extent and value of his or her property, the - number and names of the persons who are the natural object of his or her bounty, their deserts with reference to their conduct and treatment towards him or her, their capacity and necessity, and that he or she shall have sufficient active memory to retain all of these facts in his or her mind long enough to have his or her will prepared and 'executed. If he or she is in possession of mental faculties to this extent, he or she is of sound mind within the meaning of the law; but if he or she is not in possession of mental faculties to this extent, he or she is of unsound mind within the meaning of the law.”

Appellants contend that this instruction “gave the jury to understand that a person of unsound mind must be either an idiot, non compos, lunatic, monomaniac, or distracted person.” This contention is not tenable. If it be conceded that it would have been better had the lower court informed the jury that under the statute of our state (Burns R. S. 1926, sec. 900), it is provided that the phrase “of unsound mind” includes idiots, non compotes [non compos mentis], lunatics and distracted persons, yet we cannot see, in view of the entire instruc *117 tion given, that it is justly subject to the criticism offered, or that its giving constitutes reversible error. In this instruction the court correctly states the degree of mental capacity necessary in order that one may execute a valid will (Jewett v. Farlow [1928], 88 Ind. App. 301, 157 N. E. 458), and when this instruction is considered in connection with instructions numbered (1), (5), (6), and (13) tendered by the appellants and given by the court, it is evident that the jury could not have been misled by said instruction.

Instruction numbered (7) given by the court of its own motion, informed the jury that:

“It will be your duty to determine from the preponderance of the evidence, whether or not the will of Nellie B. Curnick was duly executed as provided by law and if you find that the said Nellie B. Curnick did execute the paper now offered for probate as her last will, with the formalities required by statute as already explained to you in these instructions and that she was then of sound mind, and not under duress or undue influence as these words have been defined to you herein, the form of your verdict should be: ‘We, the jury, find that the instrument offered for probate is the valid will of Nellie B. Curnick.’ If you should, from the preponderance of the evidence in this cause, find that Nellie B. Curnick did not execute a paper now offered for probate as her last will, with the formalities required by statute, or that she was of unsound mind, or that its execution was procured by undue influence at the time of the execution thereof, then the form of your verdict should be: ‘We, the jury, find that the instrument offered for probate as the last will and testament of Nellie B. Curnick is not her valid will.’ ”

Appellants assert that the instruction is a mandatory one; that it withdrew from the consideration of the jury the question of fraud which was submitted to it by instruction numbered (7) given to the jury at the request of appellants; that the instruction is confusing in that the court in speaking of the purported will used the *118 expression “now offered for probate,” while the prayer of the complaint was that said pretended will be declared invalid and “probate thereof be set aside.” The record in this case is such that there can be no doubt that the jury during the trial of the cause fully understood that the issue being tried was as to whether the written instrument purporting to be the will of Nellie B. Curnick was in fact her valid will. There was no dispute as to the fact that the will had been probated, and the use by the court of the expression complained of would be, at the most, only harmless error. As to the other objections urged against this instruction, we are of the opinion that it is not, strictly speaking, a mandatory instruction which omits essential elements, but is more in the nature of an advisory instruction to the jury as to the form, of its verdict in the event of an agreement by it on the question of the validity or the invalidity of the purported will.

In considering an instruction given, for the purpose of determining whether the action of the court in giving it constitutes reversible error, the initial point of inquiry is, Was the jury misled? Cleveland, etc., R. Co. v. Miller (1905), 165 Ind. 381, 74 N. E. 509; Livingston v. Rice (1933), 96 Ind. App. 176, 184 N. E. 583.

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Bluebook (online)
194 N.E. 771, 101 Ind. App. 113, 1935 Ind. App. LEXIS 126, Counsel Stack Legal Research, https://law.counselstack.com/opinion/curnick-v-torbert-indctapp-1935.