Hudson v. Fuson

15 S.W.2d 166
CourtCourt of Appeals of Texas
DecidedJanuary 9, 1929
DocketNo. 3153.
StatusPublished
Cited by13 cases

This text of 15 S.W.2d 166 (Hudson v. Fuson) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hudson v. Fuson, 15 S.W.2d 166 (Tex. Ct. App. 1929).

Opinion

JACKSON, J.

This is an appeal prosecuted by writ of error from a judgment in the district court of Collingsworth county, Texas, affirming the judgment of the county court of said county, theretofore rendered, admitting to probate the will of Amanda J. Stewart, deceased. The contestants, hereinafter called appellants, are the heirs at law of Amanda J. Stewart, but under the terms of her will they received none of her estate. All of her property, both real and personal, with a few minor exceptions, was devised and bequeathed to the Pentacostal Church of the Nazarene at Wellington, Texas.

The appellants, as a basis for their attack upon the validity of the will, allege that the testatrix, Amanda J. Stewart, at the time the will was executed, was of unsound mind, and did not possess testamentary capacity to make the will, and that the will was made and executed as the result of undue influence exercised upon her by the executor therein named, Frank Fuson, and the subscribing witnesses thereto, W. L. Jones and his wife, Sarah Jones. The proponents of the will, whom we will designate as appellees, answered by general demurrer and general denial.

In answer to special issues submitted by the court, the jury found, in effect, that the testatrix, Amanda J. Stewart, executed the will offered for probate, that she was not induced to do so by undue influence, and that she was of sound mind at the time she executed the will.

The appellants urge as error the action of the trial court iu permitting, over their objection, several witnesses to testify that in their opinion the testatrix was, on the date the will was executed, capable of and did know her property and the extent thereof, and was capable of and did know the objects of her bounty — her relatives, friends, and those near to her. The objection presented is that such testimony is the conclusion of the respective witnesses so testifying, and an invasion of the province of the jury.

The rule is well settled that the court should not permit a witness to testify that in his opinion a person has or has not the mental capacity, and is or is not capable of making a will, a contract, or a deed.

“It is easy to see that on principle the opinion of no witness whatever is needed to tell the court whether testamentary capacity existed, because that is a matter of applying *167 a legal definition to the data of tlie testator’s mental condition, and the judge (in theory) needs no assistance on that point, even from a legal witness. The data of a mental condition are to be presented, and the jury, under the judge’s instructions, are to apply the definition to them.” Wigmore on Evidence (2d Ed.) Vol. 4, par. 1958.
“No witness, whether he be a subscribing witness, an expert, or a nonexpert, will be permitted, over proper objection, to state his opinion of the capacity of the testator or the maker of any contract to make such instrument, when such opinion assumes the shape and has the effect of being an opinion upon the legal capacity of the party in question. * ⅜ * rpjjjg jg a question of law, and not of medical science. It is for the jury, under the instruction of the court as to what is sufficient mental capacity to make a will, to decide on its existence or nonexistence when the will was executed, from the facts testified to by the witness, and not from the witness’ opinion regarding such facts.” Brown v. Mitchell, 88 Tex. 350, 31 S. W. 621, 36 L. R. A. 64.
This has been the - uniform holding by the courts of Texas since the announcement of the rule in the case, supra. However, in the same opinion, the Supreme Court of this state says: “It is important to keep before us in the discussion of this question the distinction between opinions of witnesses upon a mental condition, as sanity or insanity and the like, which are allowed by nearly all of the authorities, and such opinions when directed to the question of legal capacity to perform the act in question.”

The testimony shows that the witnesses to whose testimony this objection is urged had known the testatrix from 15 to 20 years, were well acquainted with her, transacted business with her, associated with her, and had ample opportunity to know the facts upon which they based their opinion. In fact, it is not contended that the witnesses were not amply qualified to give the testimony. The testatrix had no children, but one half-sister living, and the appellants are nieces and nephews of the testatrix. There was' no close association between the appellants and the testatrix. The record is not very complete on the amount, value, or extent of the property disposed of by the will; but the testimony indicates that the estate consisted of a farm, some town lots, and household property.

In the ease of Adams v. Adams (Tex. Giv. App.) 253 S. W. 605, the trial court refused to permit a physician, who was a witness, to state in reply to a hypothetical question that a person “in the condition described did not have sufficient intelligence of mind to understand the objects of his bounty,' and his obligations thereto, and affection for his children, and the disposition and partition of his estate,” and the court says: “We believe the trial court committed error in excluding the question, on the ground that it called for a ‘legal conclusion.’ ” Writ dismissed 114 Tex. 582, 378 S. W. 1114. In the case of Stewart v. Miller (Tex. Civ. App.) 271 S. W. 311, the court held that it was permissible for a witness to state that in his opinion the testatrix had sufficient mental capacity to understand the nature and effect of her action in transacting a business matter, if same were fully explained to her. See, also, Smith v. Guerre (Tex. Civ. App.) 175 S. W. 1093; Campbell v. Campbell (Tex. Civ. App.) 215 S. W. 134; Beasley v. Faust (Tex. Civ. App.) 217 S. W. 179.

Under the rules of evidence in cases of this character, the distinction between what is a fact and what is the opinion of a witness is shadowy. Encyclopeedia of Evidence, vol. 14, p. 384. But a witness qualified under the law may state his opinion on the sanity or insanity of a testator, although it is a conclusion, because it is based on facts known to the witness. Alexander’s Commentaries on Wills, vol. 1, par. 384. The witnesses, having had a long acquaintance, association, and observation of the testatrix, her actions, and conduct, and having heard her converse about the objects of her bounty and her property and the extent thereof were authorized to state their opinion 'as to the fact that she was capable of and knew the objects of her bounty and her property and the extent thereof. Such testimony was but the opinion of the witnesses on her “mental condition,” and was not a conclusion on the questions of her “legal capacity” to make a will.

The appellants assign as error the action of the court in permitting the witness E. H. Templeton to testify to transactions and conversations had with the testatrix, because he drafted the will, was an attorney participating in the trial in behalf of appel-lees, that he had a contract for a contingent fee, and hence was prohibited from testifying against appellants relative to such transactions and conversations by article 3716, Ee-vised Civil Statutes.

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15 S.W.2d 166, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hudson-v-fuson-texapp-1929.