Jahn v. MacMurtry

184 Iowa 416
CourtSupreme Court of Iowa
DecidedJanuary 12, 1918
StatusPublished
Cited by8 cases

This text of 184 Iowa 416 (Jahn v. MacMurtry) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jahn v. MacMurtry, 184 Iowa 416 (iowa 1918).

Opinion

Ladd, J.

I. Claus Jahn died testate, March 18, 1915, when about 84 years of age, leaving him surviving two sons, Henry N., the proponent, and William N. Jahn, and Amelia Jahn MacMurtry, contestant. The will tendered for admission to probate, after directing payment of all debts, including the expense of last sickness and burial, bequeathed $500 to the contestant, devised his residence in Manilla to' his son, Henry, and left the residue of the estate to Henry and William. Objections thereto were interposed by the daughter, asserting (1) that the will was not executed according to law; (2) that the decedent was of unsound mind and incapable of making a will; and (3) that the execution of the will was procured by the undue influence of the sons. It was conceded that the will was duly executed, if the decedent was possessed of sufficient capacity so to do. The court withdrew the issue of undue influence from the consideration of the jury. The only issue submitted was as to whether decedent was possessed of capacity to make a will.

[418]*4181. Evidence: opinion evidence: expert usurping function of Jury. Among the witnesses called was Dr. Gershom H. Hill, who qualified as an expert, and testified, in response to a hypothetical question, that the decedent was of unsound mind, and explained somewhat at length the reasons leading him to this conclusion. After being examined at • length on cross-examination, he was re-examined by the contestant, and, among other inquiries, was asked:

“In your opinion, was this man in such condition that he lacked ability .to comprehend and understand transactions involving the disposition of property by will or otherwise?” An objection was made that the witness and testimony sought to be elicited were incompetent, and the question proper for the jury alone, and not for the witness. This objection was overruled, and the witness answered: “I believe that he lacked that ability.”

Manifestly, the interrogatory put up to the expert the precise issue which the jury later was required to pass upon. If decedent lacked the ability “to comprehend and understand transactions involving the disposition of property by will,” as the witness declared, then the jury must have found for the contestant. There is no escape from this conclusion. Such an inquiry was held to be objectionable on this ground — that is, as calling for an opinion on the ultimate issue to be determined by the jury — in Pelamourges v. Clark, 9 Iowa 1, where the court said that “a witness cannot be permitted to give his opinion in answer to an inquiry which embraces the whole merits of the case, and leaves nothing for the jury to decide.” Since then, this doctrine has been adhered to in numerous decisions, among which may be cited: In re Betts’ Estate, 113 Iowa 111; Marshall v. Hanby, 115 Iowa 318; State v. McGruder, 125 Iowa 741; Glass v. Glass, 127 Iowa 646; Barry v. Walker, 152 Iowa 154, 157; Erwin v. Fillenwarth, 160 Iowa 210.

[419]*419These decisions would seem enough to settle the rule, at least for this state. The degree of mental impairment or unsoundness is a fact to be ascertained from witnesses (State v. McGruder, supra); the extent of such impairment or unsoundness essential to deprive the person under investigation of the capacity to do a particular thing, as to make a will, or to execute a deed, or other instrument, is a question of law, and the determination of whether a person had the capacity to execute a will or other instrument, when he signed, is a mixed question of law and the facts proven. However much physicians may know concerning the symptoms of mental impairment, they are not to be regarded as experts in the law as well, nor to be permitted to apply the law to the facts, as must happen when undertaking to pronounce on the precise issue to be determined by the trier (whether court or jury). Perhaps the clearest statement of the distinction to be observed is that of Judge Christiancy, in Kempsey v. McGinniss, 21 Mich. 123, 141:

“To what extent and in what manner the mind of the testator was affected by the disease, or Avhat Avas his mental condition, was a question of fact, upon which it was competent for the professional witnesses to express their opinions. But what degree of mental capacity is necessary to enable a testator to make a valid will, to what extent and with what degree of perfection he must understand the will and the persons and property affected by it, or to what extent his mind must be impaired to render him incapable, is a question of law, exclusively for the court, and with which the Avitnesses have nothing to do. And it is a question of law of no little difficulty, which calls for the highest skill of competent jurists, and upon which the ablest courts are not entirely agreed. * * * Such opinions must be rendered utterly useless, and become a source of error and confusion, if the professional witness is allowed to fix his [420]*420own legal standard of testamentary .capacity, thus mixing up in the minds of the jury his conclusions upon matters of law, of which he is ignorant, with his conclusions from facts pertaining to his profession, which he claims to understand; while his professional brother, testifying on the other side, equally competent, comes to directly opposite conclusions from the same facts. Besides, if each witness is allowed to fix his own legal standard of testamentary capacity, no two of them will be likely to fix upon the same; and there may be an apparent agreement while they differ in fact, and an apparent conflict when there is a real coincidence in opinion; and the jury have no means of knowing the real meaning of the witnesses, or judging of the value of their testimony. It may be urged in reply to this that the confusion arising from allowing witnesses to answer questions involving their opinion of the legal capacity to make a will may be cleared up by a cross-examination, ascertaining what, in his opinion, constituted such capacity, and that any error in this respect may be corrected by the court in his charge, or otherwise. But it seems to me much wiser, wherever it is practicable, to exclude the improper question, and avoid the confusion altogether, than to admit it first, and then undertake to get rid of its effects, an experiment which is never wholly successful.”

[421]*4212. Appeal and error: review: presumptions: improper evidence: high qualifications of witness. [420]*420Like distinction is pointed out with the same conclusion in many cases, among them being Walker v. Walker’s Exr., 34 Ala. 469; Farrell’s Admr. v. Brennan’s Admx., 32 Mo. 328 (82 Am. Dec. 137); Clapp v. Fullerton, 34 N. Y. 190 (90 Am. Dec. 681); Hall v. Perry, 87 Me. 569. (33 Atl. 160, 47 Am. St. 352); May v. Bradlee, 127 Mass. 414. In Hayes v. Candee, 75 Conn. 131 (52 Atl. 826), the court points out that the question may be so framed as that it may be construed as merely calling for an opinion of fact, and Brown v. Mitchell, 88 Tex. 350 (36 L. R. A. 64), often cited as holding that direct inquiries as to capacity to exe[421]*421cute the particular instrument may bé propounded, does not so rule.

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

Related

Stover v. Central Broadcasting Company
78 N.W.2d 1 (Supreme Court of Iowa, 1956)
In Re Smith's Will
60 N.W.2d 866 (Supreme Court of Iowa, 1953)
Cody v. Toller Drug Co.
5 N.W.2d 824 (Supreme Court of Iowa, 1942)
Halligan v. Lone Tree Farmers Exchange
300 N.W. 551 (Supreme Court of Iowa, 1941)
Parente v. United States
82 F.2d 722 (Eighth Circuit, 1936)
Penn Mutual Life Insurance v. Mulvaney
265 N.W. 889 (Supreme Court of Iowa, 1936)
Hann v. Hann
211 N.W. 495 (Supreme Court of Iowa, 1926)
Taggart v. Burgin
186 Iowa 928 (Supreme Court of Iowa, 1919)

Cite This Page — Counsel Stack

Bluebook (online)
184 Iowa 416, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jahn-v-macmurtry-iowa-1918.