Estate of O'Neill v. Tobias

190 S.E.2d 754, 259 S.C. 55, 1972 S.C. LEXIS 212
CourtSupreme Court of South Carolina
DecidedJuly 17, 1972
Docket19453
StatusPublished
Cited by5 cases

This text of 190 S.E.2d 754 (Estate of O'Neill v. Tobias) is published on Counsel Stack Legal Research, covering Supreme Court of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of O'Neill v. Tobias, 190 S.E.2d 754, 259 S.C. 55, 1972 S.C. LEXIS 212 (S.C. 1972).

Opinion

Lewis, Justice.

This appeal arises out of a contest over the probate of the will of L. Arthur O’Neill, Jr., deceased. We held in a prior appeal that Sumter County, South Carolina, was the proper jurisdiction for the administration of his estate. O’Neill’s Estate v. Tuomey Hospital, 254 S. C. 578, 176 S. E. (2d) 527.

The testator died on May 25, 1968, leaving a will dated September 27, 1917, under which his estate of approximately one million dollars was left largely for charitable purposes. The will was executed shortly before his entry into active duty in the United States Navy on October 29, 1917. During his military service, he became mentally incapacitated and was discharged in January 1919. He remained mentally incompetent until his death.

Proceedings were instituted in the Probate Court for Sumter County for the administration of testator’s estate, and his will was admitted to probate in common form. Appellants (first cousins and the sole heirs-at-law of deceased if he had died intestate) challenged the validity of the will and requested that it be proved in solemn form. The will was subsequently adjudged valid and admitted to pro *59 bate in solemn form by the probate court, after a full evi-dentiary hearing.

At the hearing before the probate court, it developed that all witnesses to the will had died and testimony as to the genuineness of their signatures was offered. Such testimony was introduced as to the signatures of two of the witnesses. The genuineness of the signature of the third witness, one Lila Brown, was sought to be shown by the deposition of a third party who was familiar with her handwriting. Objection was interposed to the admission of the deposition upon several grounds. When the objection was interposed, the probate judge reserved his decision as to its admissibility and later, in his written order, found that the will should be admitted to probate in solemn form, “without ruling on the admissibility of this deposition”or considering it in reaching his decision.

It is apparently conceded that, aside from the challenged deposition, there was no testimony before the probate court as to the genuineness of the signature of one of the subscribing witnesses, leaving a failure of proof as to the due execution of the will, since proof of the signatures of three witnesses is required. Hopkins v. Albertson, 2 S. C. L. (2 Bay) 484.

Appellants filed a timely appeal to the court of common pleas from the foregoing decision of the probate court. The notice of appeal set forth the grounds upon which it was based and contained a request that all factual issues relating to the validity of the will be submitted to a jury for determination, with a statement of the factual issues to be submitted. Included was the ground that the proponents of the will had failed to prove its due execution by each of the alleged subscribing witnesses.

It is well settled in this State that, upon appeal from the probate court, as here, on a question of will or no will, issues of fact are tried de novo in the circuit court. Muldrow v. Jeffords, 144 S. C. 509, 142 S. E. 602.

*60 Upon the call of the case in the court of common pleas, appellants took the position that the action of the probate court in upholding the validity of the will, when there was a failure of proof as to the due execution thereof, constituted an error of law which the .court of common pleas was required to determine on the record before the probate court and was not a factual issue for de novo determination in the court of common pleas. Appellants contended the trial judge could only correct the alleged error of law by reversing the probate court and ordering that the will be denied probate. The trial judge overruled this contention and submitted the question of the due execution of the will, along with other factual issues, to the jury for determination.

The first question for determination is whether the trial judge erred in ruling that questions relative to the execution of the will constituted factual issues for trial de novo in the court of common pleas, even though the testimony thereabout was undisputed before the probate court. The decision in Briggs v. Caldwell, 93 S. C. 268, 76 S. E. 616 sustains the ruling of the trial judge and is dispositive of the question here raised. See also Johnson v. Johnson, 160 S. C. 158, 158 S. E. 264.

In Briggs, as here, the contention was made on appeal to the circuit court that, since the testimony before the probate court conclusively showed that the will was not properly executed, only a question of law was presented for determination by the court without a jury. The circuit judge overruled the contention and directed that the factual issue as to execution be tried de novo in the court of common pleas. Upon appeal to this Court, the ruling of the circuit judge was affirmed. The court there pointed out that, upon appeal from the probate court on a question of will or no will, issues of fact are tried de novo in the circuit court; and that “the evidence, therefore, taken in the probate court cannot determine whether the questions to be determined in the circuit court will be questions of law or fact.”

*61 When an appeal is taken from a decision of the probate court on the issue of will or no will, the cause is transferred to the circuit court for a trial de novo of the factual issues, as though it were an original cause in that court. The appeal is in reality a special proceeding under the statute which affords the parties the right to a trial by jury in the circuit court, if properly claimed. Meier v. Kornahrens, 113 S. C. 270, 102 S. E. 285.

In the trial de novo of factual issues in the circuit court, “controversies as to the rulings of the probate judge upon the admission of evidence, preponderance of the evidence, or matters of law or procedure, vanish from the case.” Muldrow v. Jeffords, supra. And the fact that the decision of the probate judge, on the issue of will or no will, is without evidentiary support cannot affect the right of the parties, timely and properly asserted, to a jury trial of the material factual issues in the circuit court.

The contention of appellants that the trial judge erred in submitting the issue of the execution of the will to the jury for determination, along with the other factual issues, is without merit.

Appellants next contend that the trial judge should have granted their motion for a directed verdict because of the alleged failure of respondents to prove that the testator knew or had knowledge of the contents of the will. Error is also charged in the failure of the court to submit to the jury a specific inquiry as to whether testator had such knowledge.

In the trial of the case de novo in the circuit court, the trial judge submitted six questions to the jury for determination. These questions and the answers of the jury were as follows:

(1) Was the document purporting to be the last will and testament of L.

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Cite This Page — Counsel Stack

Bluebook (online)
190 S.E.2d 754, 259 S.C. 55, 1972 S.C. LEXIS 212, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-oneill-v-tobias-sc-1972.