Fowler v. Fisher

353 So. 2d 497
CourtMississippi Supreme Court
DecidedDecember 7, 1977
Docket50115
StatusPublished
Cited by8 cases

This text of 353 So. 2d 497 (Fowler v. Fisher) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fowler v. Fisher, 353 So. 2d 497 (Mich. 1977).

Opinion

353 So.2d 497 (1977)

Dorothy Louise Fisher FOWLER
v.
M. J. FISHER and Grace Fisher.

No. 50115.

Supreme Court of Mississippi.

December 7, 1977.

Lawrence W. Rabb, Meridian, for appellant.

Bourdeaux & Jones, Thomas D. Bourdeaux, Charles C. Pearce, Meridian, for appellees.

Before PATTERSON, SUGG and WALKER, JJ.

PATTERSON, Chief Justice, for the Court:

Dorothy Fowler brought suit alleging that her father's will, which had been probated in common form, was the product of undue influence and made without testamentary capacity. The cause was tried before a jury in the Chancery Court of Lauderdale County. At the close of contestant's case, the trial court sustained a motion to exclude the evidence and directed a verdict for the proponents of the will. The contestant appeals contending the trial court erred in denying a jury trial in a will contest, in granting a directed verdict and in suppressing evidence in limine. The issues are:

1. Is a jury's verdict merely advisory in a will contest in chancery?

2. Was there sufficient evidence of testamentary incapacity and undue influence to be submitted to the jury?

3. Did the court err in sustaining a motion in limine restricting testimony on undue influence?

I.

THE ROLE OF A JURY IN A WILL CONTEST IN CHANCERY

At the conclusion of the contestant's case, the proponents of the will moved to exclude the testimony on the lack of testamentary capacity and undue influence and to direct a verdict upholding the will. The court prior to sustaining the motion stated:

... This Court is conscious of the province of the jury to decide certain issues, but it is also the province of this Court and the duty of this Court to either accept the jury's finding or not accept it. The jury in Chancery Court, according to my understanding of the law, is purely *498 advisory, is not binding on the court in any respect.

And:

... Therefore, the Court could not allow the issue or the question of mental capacity to even be submitted to the jury because under the facts we have had up to this point, the Court would have to override that verdict if they decided otherwise.

The proper role of a jury in chancery court has long been a subject of debate in Mississippi. See Griffin v. Jones, 170 Miss. 230, 154 So. 551 (1934) [Chief Justice Smith dissenting]; Griffith, Mississippi Chancery Practice, § 597 n. 17 (2d ed. 1950).

Three statutes appear to be controlling on the present facts. The first, Mississippi Code Annotated section 11-5-3 (1972) provides in part as follows:

Issue may be tried by a jury.
The chancery court, in a controversy pending before it, and necessary and proper to be tried by a jury, shall cause the issue to be thus tried to be made up in writing... . (Emphasis added.)

The second, Section 91-7-29, states:

Trial of issue devisavit vel non.
On the trial of such issue, the proponent of the will shall have the affirmative of the issue and be entitled to all the rights of one occupying such position. The witnesses shall be examined orally before the jury, except where in the circuit court depositions would be admissible; and the testimony taken on the probate of the will shall be admissible if the witnesses who delivered it be dead, out of the state, or have since become incompetent. (Emphasis added.)
Sources: Codes, 1880, § 1971; 1892, § 1825; 1906, § 2000; Hemingway's 1917, § 1665; 1930, § 1612; 1942, § 508.

The third, Section 91-7-23, provides in part:

Validity contested in two years.
Any person interested may, at any time within two years, by petition or bill, contest the validity of the will probated without notice; and an issue shall be made up and tried as other issues to determine whether the writing produced be the will of the testator or not ...

The first case to consider the role of a jury in chancery after passage of the general statute (Section 11-5-3) in its present form was Carradine v. Carradine, 58 Miss. 286 (1880). On allegation of error for refusal to grant a jury trial, this Court first ruled that no question of fact was presented, but went on to state that "the granting of a jury trial in the chancery court where no statute prescribed one, is always discretionary with the chancellor." (58 Miss. at 293. Emphasis added.) Subsequent interpretations of the statutory language "necessary and proper to be tried by a jury" left to the chancellor's discretion the decision of a jury trial being necessary and proper but limited the discretion to those occasions when no statute required a jury trial. Studdard v. Carter, 120 Miss. 246, 82 So. 70 (1919). Significantly, those cases which did not expressly contain the limitation, apparently did so by implication. See First State Bank v. Lincoln, 97 Miss. 720, 53 So. 387 (1910), a case involving a bankruptcy accounting, which omitted the language restricting the chancellor's discretion to cases not statutorily requiring a jury, but found no statute requiring a jury trial.

Other decisions hold that when a jury is discretionary, no proper complaint could be made to error in the jury instructions because the chancellor could either submit the issue to a jury or decide the issue himself. See Pittman v. Lamb, 53 Miss. 594 (1876), and Studdard v. Carter, 120 Miss. 246, 82 So. 70 (1919), which stated the following:

... While the chancellor has the power to set aside a jury verdict in cases where jury trial is not granted by statute, and decide it in accordance with his own conception of the truth of the facts in issue, he will ordinarily not do so unless in his judgment the jury's finding is manifestly wrong; and, where a jury's verdict is approved by the chancellor by rendering judgment thereon, this court will not reverse for misdirection of the jury *499 unless we could say that the facts did not support the verdict, or unless we were convinced from the whole record that the chancellor misconceives the law applicable to the case.
(120 Miss. at 255, 82 So. at 72)

More recent decisions have indulged this rule only to issues where a jury trial was not required by statute. Cases containing "since grant of a jury trial is wholly discretionary, the court may disregard the finding of the jury when made ..." noted that a jury trial was discretionary and not mandated. Laub v. Reason, 217 Miss. 475, 64 So.2d 637 (1953), determination of conflicting claims to realty; Griffin v. Jones, 170 Miss. 230, 154 So. 551 (1934), in equity on replevin damages.

We think these cases illustrate that while a chancellor may deny a jury trial, disregard the verdict of the jury, or not be subject to error due to erroneous instructions, that each category is based upon the premise that a jury trial was not required by statute. These restrictive interpretations indicate that a chancellor's discretion is not as broad where a jury trial is mandated.

The question remains — to what extent is a chancellor's discretion limited in a jury trial required by statute?

The issue of devisavit vel non in common law was traditionally sent from chancery to the circuit court for jury determination of the factual issues. Asay v. Hoover, 5 Pa. 21, 45 Am.Dec. 713 (1846). Early Mississippi chancery procedures tracked the common law in submitting factual issues on wills to a jury in circuit court. Hutchinson's Code (1848), ch.

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Bluebook (online)
353 So. 2d 497, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fowler-v-fisher-miss-1977.