Gay v. Gay

83 S.E. 75, 74 W. Va. 800, 1914 W. Va. LEXIS 207
West Virginia Supreme Court·Decided September 29, 1914·Published·Cited by 2 cases

Opinion

LyNoh, Judge :

In a proceeding in equity attacking the validity of a paper writing dated May 13, 1910, purporting to be the last will and testament of J. C. Gay, deceased, a jury was impaneled pursuant to the provisions of §.32, ch. 77, Code; the charge in the bill, denied by answer, being that at the date of the paper writing Gay did not have testamental capacity, and [801] was unduly influenced by tbe beneficiaries thereunder. Tbe oath administered was to “well and truly ascertain whether any, and if any how much, of the paper writing” was “the will of J. C. Gay, deceased, and a true verdict render”.

After some deliberation, the jury inquired whether “we had the authority to consider any proposition outside of the validity or nonvalidity of the will; we had contemplated changing an item or two” — to which the court responded only by reading to them the oath administered by the clerk. After further deliberation, the jury returned an informal verdict, saying: “We, the jury, believe sections 1, 2, 3 and 6 to be clear and represent a part of J. C. Gay’s last will and testament. We do not believe sections 4 and 5 to be complete or represent said J. C. Gay’s final will”. The court then informed them, siia sponte, that their verdict must be in one or the other of two forms, one containing a finding in favor of the contestant, and the other in favor of the proponents, according as they should believe from the evidence; and also, on motion of the contestant, that “the effect of any part of the alleged will of J. C. Gay, deceased, being found by' the jury, under the instructions heretofore given and the evidence in this case, not to represent the intention of the testator and not to be his will, is to declare that the will as a whole is not the true and last will and testament of said J. C. Gay, and, then, in that event, it is not the last will and testament of the said J. C. Gay”. Upon further deliberation, the jury by its verdict, reciting the proper description of the paper writing, found that it “is not the true last will and testament of J. C. Gay”:

The proponents challenge the correctness of the instruction thus given, as well as instructions 4, 5, 9 and 11 given for the contestant. It is argued that the first is objectionable for two reasons: first, because given after the jury had retired to consider its verdict; and, second, because it told the jury, in effect, that if any part of a testamentary' paper was for any cause not the will of the testator no part of it was his will. This instruction contravenes the provisions of the statute cited. It is there stated' that a trial by jury shall be ordered, if required by. either party, “to ascertain [802] whether any, and if any how much, of what was so offered for probate be the will of the decedent”; evidently contemplating that if for any cause, as forgery or any unauthorized change after due execution, the will shall not speak the real intention of the testator, a jury may find the unaltered parts to be valid and the forged or altered parts invalid, and' the court upon the chancery side shall adjudge and decree accordingly. So that, if a will is assailed for fraud or undue influence, .the jury may ascertain and expunge the part tainted with fraud or undue influence. Trust Co. v. Bailey, 202 Mass. 283; Florey v. Florey, 24 Ala. 241; Harrison’s Appeal, 48 Conn. 202. A will is not vitiated in loto, although a part of it may have resulted from the exercise of undue influence; or a devise or bequest in favor of a particular person or for a particular object may have been thus procured, and still the remainder of the will may be the act of the testator alone without suggestion from any improper source. In re Hesse’s Will, 40 Minn. 504, 31 Am. St. 665, and note 691.

Nor is it erroneous to instruct a jury, at its request, after submission of the ease. Lee v. Quirk, 20 Ill. 392; Flinn v. Barlow, 16 Ill. 39; Farley v. State, 57 Ind. 332; State v. Pitts, 11 Ia. 343; 1 Sackett on Instructions, §§211, 212; State v. Cobbs, 40 W. Va. 718. Nor, as held in Freeman v. Freeman, 71 W. Va. 303, is an instruction given at the request of the jury, after it has deliberated on the facts proved but has not returned its verdict, violative of Ch. 38, Acts 1907, provided the instruction correctly propounds the law applicable to such facts. Or the court may, upon like condition, instruct the jury on its own motion, without such request. State v. Cobbs, supra; Blunt v. Com., 4 Leigh 689; Gwatkin v. Com., 9 Leigh 678; Dejarnette v. Com., 75 Va. 867.

But, whether erroneous or not, the instruction may have misled the jury. For, when applied to the facts proved, and in view of the informal verdict first returned, we can readily conceive that it did mislead. In part the proof was directed against clause 5 of the writing, which provided for payment of the “Ellis Hannah debt for my son Pat Gay”, the contestant, that debt being represented by a note signed only by the [803] testator, tbe claim being that, as Pat had not signed the note, the testator could not properly charge its payment to the contestant. However, the evidence tended to show that, while as between immediate parties J. C. Gay alone was liable, the debt may have been the debt of the son.

Free access — add to your briefcase to read the full text and ask questions with AI

Gay v. Gay, 83 S.E. 75, 74 W. Va. 800, 1914 W. Va. LEXIS 207 (W. Va. 1914).

83 S.E. 75 (Gay v. Gay) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Dustin v. Miller
375 S.E.2d 818 (West Virginia Supreme Court, 1988)
State v. Price and Bruce
174 S.E. 513 (West Virginia Supreme Court, 1934)