Goodfellow v. Shannon

94 S.W. 979, 197 Mo. 271, 1906 Mo. LEXIS 30
CourtSupreme Court of Missouri
DecidedJune 19, 1906
StatusPublished
Cited by8 cases

This text of 94 S.W. 979 (Goodfellow v. Shannon) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Goodfellow v. Shannon, 94 S.W. 979, 197 Mo. 271, 1906 Mo. LEXIS 30 (Mo. 1906).

Opinion

GRAVES, J.

Action in circuit court of St. Francois county to contest will of Caroline Shannon, who died in St. Francois county, Missouri, on April 27, 1901.

The instrument had been duly probated. The purported will was made on April 22, 1901, five days before death. Plaintiffs and defendants are the children of deceased. Deceased was 71 years of age at the time of making the will and was at the time suffering from pneumonia in both lungs and had been so suffering from the 14th day of April, the day upon which her aged husband died. The alleged will in the second clause gave the homestead to defendant James H. - Shannon upon condition that he (the said James) support and maintain an afflicted son Frank, and furnish a home to two daughters, Elizabeth and Mary J., and Mary J. was to assist in caring for the son Frank, and [276]*276the daughter Elizabeth. This seems to have been the bulk of the property disposed of by the instrument.

The will was attacked upon the grounds of undue influence and mental incapacity. After hearing the evidence, the question as to whether or not the paper writing was the will of Caroline Shannon was submitted to the jury upon both grounds. The jury by its verdict found against the defendants (proponents of the will) and for the plaintiffs (contestants), on the ground of mental incapacity alone, as is expressed in their verdict.

Upon the question of mental incapacity there is very substantial evidence both pro and con. The evidence as to undue influence was weighed by the jury and found wanting, and as plaintiffs have no complaints as to the verdict, this branch of the case is not for consideration here.

The evidence as to mental condition is, as above stated, quite strong upon both sides. For plaintiffs it showed that the testatrix was 71 years of age; that on the 14th day of April, previous to the making of this will on the 22nd, she had lost by death her aged husband, then 76 years old; that his death was continually upon her mind; that in caring for him, she, previously troubled with phthisic, asthma and rheumatism, contracted pneumonia in both lungs and was suffering from these troubles the day her husband was buried, April 17th; that on the day the will was executed she had a high fever, was in a semi-comatose condition and failed to recognize her children and other members of the family; that she could be aroused and would seemingly recognize parties, in a way, but would at once relapse into this semi-comatose condition; that at the time the will was written the scrivener said to her, after arousing her, “I understand that you want to make your homestead to your son, James, to take care of your son, Frank’’? to which she responded,“ Yesthat previously she gave no directions to the scrivener ex[277]*277cept in answer to similar questions to the one set out, and then only in the same manner; that she was at the time so weak in voice she could hardly be understood; that she was expected to pass away at almost any moment by her family physician and her relatives, two or more of whom were physicians and present; that at the time, in expectancy of immediate dissolution, the shroud had been prepared and was in waiting for the expected end; that she was in no mental condition to transact business or to understand the same. Such is an outline, in brief, of the plaintiffs’ evidence. . That of the defendants contradicts, in the main, this proof of the plaintiffs, and especially as to the condition of mind, and the immediate circumstances surrounding the writing of the will by the scrivener. Her age and the character of her sickness is not disputed. The fact that she had to be aroused is not disputed, but defendants show that when aroused her mind was clear and that she understood what she was doing and gave directions to the scrivener for the will. To repeat, there is substantial evidence upon both sides as to the mental condition, extended quotations of which will serve no good purpose here.

Exceptions were saved to the admission of certain evidence, and to the giving and refusal to give certain instructions, all of which will be noted in the course of the opinion.

I. It is urged that a peremptory instruction should have been given as was requested by the defendants upon the close of the whole case. As to the question of undue influence, this was no doubt right, but upon the question of mental capacity there was ample evidence upon which to submit that question to the jury, and the jury having found for defendants upon the other question, its submission to the jury was harmless, and defendants cannot complain.

A suit to contest a will is an action at law and where there is substantial, although conflicting evi[278]*278dence upon a proposition, it should he submitted to the jury, and its finding will not be disturbed by this court. [Sayre v. Trus. Princeton University, 192 Mo. l. c. 120; Young v. Ridenbaugh, 67 Mo. 574; Schaff v. Peters, 111 Mo. App. l. c. 459; Fulbright v. Perry County, 145 Mo. l. c. 443.] In the latter case it was said: “If there was any substantial evidence that the testator was not of disposing mind and memory as hereinbefore defined at time of the execution of the will, then the case should have gone to the jury, but no such evidence was adduced.”

II. Defendants criticise instruction numbered 11, which is in this language:

“The court instructs the jury that the burden of proof is upon the defendants to show that the writing offered, as the will of Caroline Shannon was executed by Caroline Shannon as and for her will, and that at the time of the execution thereof said Caroline Shannon was of sound and disposing mind and memory. ’ ’

This instruction is proper. It simply places the onius upon defendants (the proponents of the will) to show proper execution and attestation, and that the testatrix was of sound mind. This burden has always been upon defendans in will contests. [Carl v. Gabel, 120 Mo. l. c. 295; Norton v. Paxton, 110 Mo. l. c. 462; Craig v. Craig, 156 Mo. l. c. 362; Maddox v. Maddox, 114 Mo. l. c. 46.]

In Norton v. Paxton, supra, where the very same question was up, it was said: “It is sufficient for those who claim under the will to make out a prima-facie case in the first instance. There is a presumption that every adult person is compos mentis, but the presumption is one of fact only. It may be that the production of a will, reasonable on its face, with proof of due execution and attestation, and that the testator was of full age, will make out a prima-facie case on the part of the proponents, thus giving full force to the presumption, though the usual course is to offer some evidence of [279]*279mental capacity. The parties claiming under the will having made out a prima-facie case, the contestants must bring forward their evidence. But it does not follow from all this that the burden of proof shifts. It remains with those claiming under the will.”

In Craig v. Craig, supra, Judge Valliant says: “It is as essential that the testator be proven of sound mind at the time as that the instrument was executed in due form, yet this court has held that it is not essential that both subscribing witnesses testify to the soundness of mind in the testator.”

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

Related

Morrow v. Board of Trustees of Park College
181 S.W.2d 945 (Supreme Court of Missouri, 1944)
Fields v. Luck.
74 S.W.2d 35 (Supreme Court of Missouri, 1934)
Hall v. Mercantile Trust Co.
59 S.W.2d 664 (Supreme Court of Missouri, 1933)
Schoenhoff v. Haering
38 S.W.2d 1011 (Supreme Court of Missouri, 1931)
Shapter v. Boyd
37 S.W.2d 542 (Supreme Court of Missouri, 1931)
Crum v. Crum
132 S.W. 1070 (Supreme Court of Missouri, 1910)
Gidney v. Chappell
1910 OK 216 (Supreme Court of Oklahoma, 1910)
Hill v. Boyd
97 S.W. 918 (Supreme Court of Missouri, 1906)

Cite This Page — Counsel Stack

Bluebook (online)
94 S.W. 979, 197 Mo. 271, 1906 Mo. LEXIS 30, Counsel Stack Legal Research, https://law.counselstack.com/opinion/goodfellow-v-shannon-mo-1906.