Hager v. Hager

13 Tenn. App. 23, 1930 Tenn. App. LEXIS 124
CourtCourt of Appeals of Tennessee
DecidedDecember 6, 1930
StatusPublished
Cited by17 cases

This text of 13 Tenn. App. 23 (Hager v. Hager) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hager v. Hager, 13 Tenn. App. 23, 1930 Tenn. App. LEXIS 124 (Tenn. Ct. App. 1930).

Opinion

JOSEPH HIGG-INS, Sp. J.

This is a will contest the issues of which involve the validity of a codicil to the principal or original will of one J. L. Moseley, deceased. The prior will was executed in the year 1918. The codicil assailed was added on the 25th day of August, 1928. Both instruments were signed by the testator and were properly witnessed as respects the formal execution of the papers. Moseley was a childless widower.

By the will of 1918 he had given the whole of his estate to his then living, wife. She predeceased him some few weeks. Mrs. Moseley left surviving her as the issue of a former husband a son by the name of Jean Hager and two grandchildren, the issue of a deceased son.

It is conceded that if the original will stands without modification the estate goes one-half to Jean Hager and the other half to J. G. and Carl Hager, the grandchildren of Mrs. Moseley. The effect of the codicil, if upheld, will be to pass the whole estate to Jean, he being named the sole beneficiary in the codicil and nominated as executor of the estate.

A short while after the probate of the original will and its codicil in the County Court at Nashville, the grandsons sought to contest the codicil upon the ground that it had been procured by fraud and through the undue influence of Jean Hager and that at the time of its execution the testator was lacking in mental capacity. The controversy thus raised by petition reached the Circuit Court of Davidson county by orderly procedure. It was there tried before the Judge and a jury. The verdict was against the validity of the codicil. His Honor declined to disturb this finding of the jury. He overruled all the grounds for a new trial urged by the executor and proceeded to declare the codicil to be no part of the will of Moseley. He likewise taxed the cost of the contest to Jean Hager.

The executor has appealed and has assigned some seventeen or eighteen errors, all of which will receive from us more or less consideration in this opinion.

The points of attack upon the codicil are not embraced in pleadings in the shape of special pleas. Will contests should not be *26 tried under such pleadings when there is a multiplicity of issues. But this is a remark in passing.

The contest was waged before the court and jury upon three general issues of fraud, undue influence and lack of mental capacity. The verdict was a general one and to the effect that the codicil was not a part of the will of the testator.

In view of the contention of learned counsel for contestants, they urging with equal earnestness and force that all the assaults made upon this codicil were shown to have tainted this testamentary paper, we do not feel that we can uphold the verdict of the jury if we should find that material and prejudicial error was committed with respect to any one of the issues submitted. It is impossible in such case to assert that a vital error upon any one point or issue is harmless. This for the reason that the court cannot separate the issues and say that the verdict of the jury was founded upon one conclusion or another.

We shall refer to Jean ITager as the executor. The nephews shall be referred to by us in this court as the- contestants.

The first contention urged by the executor is that there is no material evidence to sustain the verdict of the jury. Under appropriate subdivisions it is insisted, (1) that there is no material evidence tending to show fraud; (2) that there is no material evidence tending to show undue influence; and (3) that there is no material evidence tending to support a finding of mental unsoundness.

We have given this testimony most careful scrutiny. The conclusion at which we arrived is in brief that there is under the rules obtaining in this State 'material evidence tending to show, or from which there might be the inference of undue influence and also as tending to establish lack of testamentary capacity. The evidence respecting fraud does not strike us as material and determinative; it is rather of the vague, speculative kind. But with respect to the issues of undue influence and mental capacity we feel constrained to overrule this assignment of error. We make the distinction as to the issue of fraud for the reason that with respect to the procuring of the execution of wills, the fraud that will vitiate must be of the active, tortious, deceitful kind, and not of the constructive or resultant nature. Hence our conclusion that there is no evidence of substance and weight tending to prove this species of'fraud. But we observe that this issue was bound up with the other issues and particularly that of undue influence. The consequence is that the insufficiency of the evidence upon this point does not warrant a setting aside of a verdict sustainable upon other grounds. The result is that the first assignment of error is overruled.

*27 When there is evidence tending to show or from which there could be the inference of mental unsoundness at the time of the execution of a paper assailed, a question of fact arises which must be passed upon by the jury. Kirkland v. Calhoun, 147 Tenn., 388.

Where the sole beneficiary of a will has had the opportunity to exert an influence with a showing of circumstances which might suggest the exertion by him of undue influence, the question of its existence is one of fact that must be submitted to the jury. Fitch v. Trust Co., 4 Tenn. App., 87.

It is urged by learned counsel for defendants that the verdict is so plainly in accord with the preponderance of the evidence and that it is so manifestly correct as that all the assumed errors should be treated as immaterial. We cannot subscribe to this view of the testimony. We are unable to say that the evidence preponderates in favor of the verdict of the jury. There is a vast deal of evidence upon which the jury could have found a verdict sustaining this codicil. With this status confronting us we must test the errors of law without much predilection or desire to uphold the verdict of the jury.

Will contests are always surrounded by confusion and uncertainty and fraught with great possibilities of the miscarriage of justice. Will contests at the hands of juries were unknown to the common law and in a great many states these controversies are tried by the court. In those states where jury trials are provided it behooves the court to try them with extreme care. Often is it the case that twelve men entertain the view that they could have made a much better will for a dead man than the one the validity of which they are called upon to pass. Juries not infrequently become too democratic, too pronounced levelers when they are called upon to determine what should.be done with the estate of a dead person.

The second assignment, which is in substance that there is no evidence to show or support the finding of fraud and undue influence, must be overruled for the reason that it is quite the same in substance as that which was urged under assignment number one.

In the third assignment the executor assails the action of the court in charging the jury as follows:

“The testimony of a conversation between Jean Hager and Dr. A. J. Hager, occurring since this contest was instituted, has been admitted.

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Bluebook (online)
13 Tenn. App. 23, 1930 Tenn. App. LEXIS 124, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hager-v-hager-tennctapp-1930.