Lamb v. Lamb

5 N.E. 171, 105 Ind. 456, 1886 Ind. LEXIS 471
CourtIndiana Supreme Court
DecidedFebruary 19, 1886
DocketNo. 12,142
StatusPublished
Cited by45 cases

This text of 5 N.E. 171 (Lamb v. Lamb) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lamb v. Lamb, 5 N.E. 171, 105 Ind. 456, 1886 Ind. LEXIS 471 (Ind. 1886).

Opinion

Elliott, J. —

The appellees instituted this action to set aside the will of Stanton Lamb, deceased.

The appellants asked the court to try the case and deny the appellees a right to a trial by jury, and this request was refused. In this there was no error. The issue in such an action as this was not one of exclusively equitable jurisdiction prior to June 18th, 1852, and, therefore, it is not within the provisions of section 409, R. S. 1881. The proceeding to contest a will in a court of law under our system is purely one of statutory creation, and the provisions of section 409, of the code of 1881, do not apply to such proceedings. Trittipo v. Morgan, 99 Ind. 269. In order to bring a case within the [458]*458provisions of that section of the code, it must appear that the proceeding was such as was exclusively one of chancery jurisdiction, and a proceeding can not be of chancery jurisdiction which is the creature of a positive statute and was unknown to the old courts of chancery. The statute of 1843 gave a right to a jury trial in express terms, and this repels the implication that an action to contest a will was of exclusive equitable jurisdiction. The right to a trial by jury is treated as not open to question by the authors who have written upon the question. 1 Redfield "Wills, 49, 50; Saekett Instructions to Juries, 432.

Several of the appellees were permitted to testify as witnesses upon .the question of the mental soundness of the testator, and in the course of their examination gave testimony —as, of course, they could not avoid doing if they testified upon that subject at all — as to matters that occurred prior to the death of the testator. It is argued with much force and no little plausibility, that the appellees were not competent witnesses under section 499, R. S. 1881. We have given the question much consideration and our conclusion is, that the statute referred to does not prohibit parties from testifying in such a case as this and upon such a subject as the mental capacity of the testator. The question of the soundness or unsoundness of mind is fully open to investigation by both parties, and it is not a question upon which one party can speak of matters of which only he and the dead had knowledge. The question in such a case is essentially unlike a question that arises in cases where the - issue is as to the execution of a contract, a deed, or the like, for, in such cases, the matter can not be generally known, and if the party should say what was not true, it would be impossible to contradict him; while, in such a case as this, the mental capacity of the testator may be proved or disproved by witnesses who knew him, whether parties or not, so that the subject is fully open to investigation. The purpose of the statute was to prevent undue advantage as against those whose. interests [459]*459would be unjustly prejudiced by permitting parties to testify as to matters which they assume were known only to them and the deceased, or as to matters which, from their nature, could only have been known to them and the dead. It was not intended to exclude parties from testifying in cases where the subject is one of which the knowledge that the parties profess to have is not hidden from all other living persons. There is nothing in the spirit of the statute, and certainly nothing in the letter, which excludes parties from testifying respecting matters open to the observation of all the friends and acquaintances of the deceased. Such a matter is the mental capacity of the testator, wdiose will is contested.

While we agree with appellees’ counsel in the view that parties are competent witnesses upon the subject of the mental capacity of a testator, we do not concur in the narrow construction wdrich they give the statute, for we think there are cases where the question turns upon matters connected with the execution of a will, in which parties would be incompetent witnesses. Wiseman v. Wiseman, 73 Ind. 112 (38 Am. R. 115), and cases cited; Cupp v. Ayers, 89 Ind. 60; Cottrell v. Cottrell, 81 Ind. 87.

It is argued that as the executor was a party to the action, the parties were incompetent witnesses under section 498, R. S. 1881. We think that statute does not apply to such a case as this, but that it applies to cases where a claim is asserted against a decedent’s estate, or where a claim asserted by the representative of the decedent is resisted. We do not regard that statute as prohibiting heirs from testifying in a suit to set aside a will, as to the mental capacity of the testator, although his executor is a party to the action.

There was no error in permitting the appellees to prove that the statements in the will, that the testator had advanced the sums designated to the parties named, were erroneous. This evidence was competent for the purpose of showing the mental condition of the testator, and not for the purpose of contradicting the will. We agree wdth appellants’ counsel [460]*460that parol evidence can not be given to contradict or vary the statements of a will, and fully approve the rule declared in the cases of Judy v. Gilbert, 77 Ind. 96 (40 Am. R. 289), Bunnell v. Bunnell, 73 Ind. 163, and Grimes v. Harmon, 35 Ind. 198 (9 Am. R. 690).

In declaring the evidence offered in this case competent, we do not trench upon that rule, for we simply decide that the evidence is competent for the purpose of showing the mental condition of the testator. If a testator should declare in his will that he had given certain of his children or kinsmen large sums of money, and it should turn out that he had given them 'nothing, it would be some evidence that he was laboring under a delusion, or that his mind was shattered. If a man should state in his will that a child born to him in lawful wedlock was not his child, we suppose no one would doubt that it would be competent to show that he was laboring under a delusion. Or, to take as another illustration, the recital that is found in almost nine wills out of ten, that the testator is of sound mind and disposing memory,” certainly no one will contend that such a recital may not be contradicted. If such recitals may not be disproved, then all that need be done in any case is to embody them in a will and thus shut out all inquiry. Evidence that the testator did not correctly comprehend the true condition of his affairs and rightly appreciate the situation of those who were the objects of his bounty, is always competent, but its weight is, of course, for the jury. If a father, because of mental incapacity, should be deluded into the belief that he had given his son $10,-000, when in truth he had not given him a farthing, that fact would be some evidence, at least, of a lack of testamentary capacity.

The court gave the jury the following instruction:

“A person competent to make a will may disinherit all of his children, and bestow all of his property upon strangers, or he may give his property to one or more of his children and disinherit the others, or he may bequeath more of his [461]*461property to some than to others of his children, and the motive for so doing can not be questioned, and the hardship of the case can have no other weight further than a circumstance, tending with other testimony to show the insanity of the testator.

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Bluebook (online)
5 N.E. 171, 105 Ind. 456, 1886 Ind. LEXIS 471, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lamb-v-lamb-ind-1886.