In re the Will of Jones

147 S.E.2d 607, 267 N.C. 48, 1966 N.C. LEXIS 975
CourtSupreme Court of North Carolina
DecidedApril 13, 1966
StatusPublished
Cited by3 cases

This text of 147 S.E.2d 607 (In re the Will of Jones) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Will of Jones, 147 S.E.2d 607, 267 N.C. 48, 1966 N.C. LEXIS 975 (N.C. 1966).

Opinion

Denny, E.J.

The caveator’s first assignment of error is to the following question propounded to Dwight S. Jones, one of the sons of the decedent and one of the executors of his will: “From your association and conversation with Mr. Claude E. Jones, did you form an opinion satisfactory to yourself as to whether or not Mr. Claude E. Jones, on April 24 of 1959, the date he executed his will, had sufficient mental capacity to know and understand the nature and extent of his property, to know who were the natural objects of his bounty, and to realize the full force and effect of the disposition of his property by will?” This same question was propounded to this witness with respect to the mental condition of the decedent on 22 December 1961, the date the decedent executed the codicil to his will. The witness testified that he did have an opinion and that he felt the testator knew what he was doing.

It is clear, we think, the object of these questions was to establish the mental condition of the decedent on 24 April 1959 and on 22 December 1961. Moreover, there can be no question about the fact that the instruments dated 24 April 1959 and 22 December 1961 were the instruments under attack in this proceeding. This Court has held that where the execution of a will has been formally proven and admitted in evidence, such instrument is prima facie the will of the decedent and the caveator is required to put on evidence to impeach it. In Re Broach’s Will, 172 N.C. 520, 90 S.E. 681. Ordinarily, however, in a caveat proceeding the purported will or codicil should be referred to as the “purported will or codicil” or the “paper writing” until the jury renders its verdict. In Re Will of Isley, 263 N.C. 239, 139 S.E. 2d 243. It is difficult to conceive, however, how the caveator was prejudiced by the questions as posed. This assignment of error is overruled.

[52]*52The appellant’s second assignment of error is based on a number of exceptions to the exclusion of certain testimony of the cav-eator. Her counsel propounded a number of questions to the cav-eator of which the following are typical:

“Q. Did he know who the normal, natural persons were to receive his gifts, who the next of kin were, his relatives were, what his responsibilities were?
“Q. Do you have an opinion?
“A. Yes.
“Q. All right, what is your opinion?
“A. That he was confused and did not realize or did not know anything about this will.”

Objection sustained and motion to strike allowed. Exception.

"Q. Mrs. Jones, you really don’t know anything at all about the signing or the execution of the will on April 24, 1959, do you?
“A. Mr. Jones did not tell me. His will was made in ’58. He had gone over it with me numbers of times. But as for this will being made up at the office, and this codicil, he didn’t tell me anything about it, because he didn’t know anything about it.”
The CouRT: “Now, members of the jury, you will not consider that portion of the witness’ testimony in which she says that Mr. C. E. Jones did not know anything about the making or signing of the will in ’59 or the codicil in ’61.”

To this instruction the caveator excepted.

“Q. Now, Mrs. Jones, the question I am asking is referring again to the natural objects of his bounty, which definition I explained to you previously. * * * Did he know his children, his wife, and responsibilities, and so forth?
“A. Oh, yes, I think he did.”

This witness testified that the decedent worked regularly through 22 December 1961, that he went to the office every day, or practically every day, but he was not as active in the work as he was at one time. We find no prejudicial error in the exclusion of evidence to which exceptions were taken under this assignment of error, and it is overruled.

The caveator assigns as error the refusal of the court to strike answers of witnesses testifying for the propounders, each of whom testified that he or she had an opinion as to whether or. not the [53]*53testator had sufficient mental capacity to know and understand the nature and extent of his property, to know who were the natural objects of his bounty, and to realize the full force and effect of the disposition of his property by will. The answers to which exceptions were entered were as follows: (a) “My opinion is that he knew what he was doing with his property.” (b) “He was of sound mind.” (c) “He had a sound mind.” (d) “He was extremely aware of all that was going on and had a very acute business acumen and intellect.” (e) “I think he was fully competent. I think he realized exactly what he was doing.”

It is not necessary for counsel to compress into a single question every element of approved factual tests of testamentary capacity or lack of it. Nor is it required that a witness include all these elements in the response. The above answers were clearly admissible. In re Will of Tatum, 233 N.C. 723, 65 S.E. 2d 351; In re Will of York, 231 N.C. 70, 55 S.E. 2d 791, and cited cases. This assignment of error is overruled.

The caveator assigns as error the admission in evidence of pro-pounders’ Exhibit No. 3, a will of Claude E. Jones dated 3 December 1958, for the limited purpose of showing the mental capacity of the testator. The instrument dated 3 December 1958 was executed less than six months prior to the execution of the purported will dated 24 April 1959. Moreover, the caveator all through her testimony insisted that her husband’s will was the one executed in 1958. As heretofore pointed out in the statement of facts, there is no substantial difference in the instrument dated 3 December 1958 and the purported will dated 24 April 1959, except that after the execution of the prior instrument the testator and his wife sold the lot on Robin Hood Road which had been devised to the caveator in the will dated 3 December 1958. Therefore, in the purported will executed on 24 April 1959 the decedent, in lieu of the property which had been sold, bequeathed to the caveator 400 shares of the capital stock of the Atlantic Greyhound Corporation. No other material change was made in the instrument executed on 24 April 1959.

In the case of In re Will of Franks, 231 N.C. 252, 56 S.E. 2d 668, the caveators challenged the admission of testimony by an attorney who had prepared a will for the testator in 1937 and redrafted the instrument at the request of the testator in 1940, making certain minor changes therein, none of which, according to the testimony, affected or in any way changed the devise under attack. This Court held the evidence was admissible on the issue of mental capacity and undue influence. In the instant case, however, there is no evi[54]*54dence of undue influence and no issue was submitted in respect thereto.

We hold that the introduction of the previously executed will, which the caveator contended in her testimony was a valid will executed by the decedent, was not prejudicial, and this assignment of error is overruled.

The caveator assigns as error the following portion of the charge:

“* * * rests upon the caveator to satisfy you, the jury, by the greater weight of the evidence that at the time the said Claude E.

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

Related

State v. Hunt
722 S.E.2d 484 (Supreme Court of North Carolina, 2012)
Blow v. Shaughnessy
364 S.E.2d 444 (Court of Appeals of North Carolina, 1988)
In Re the Will of Cauble
158 S.E.2d 796 (Supreme Court of North Carolina, 1968)

Cite This Page — Counsel Stack

Bluebook (online)
147 S.E.2d 607, 267 N.C. 48, 1966 N.C. LEXIS 975, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-will-of-jones-nc-1966.