Lavengood v. Lavengood

73 N.E.2d 685, 225 Ind. 206, 1947 Ind. LEXIS 124
CourtIndiana Supreme Court
DecidedJune 20, 1947
DocketNo. 28,328.
StatusPublished
Cited by21 cases

This text of 73 N.E.2d 685 (Lavengood v. Lavengood) 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
Lavengood v. Lavengood, 73 N.E.2d 685, 225 Ind. 206, 1947 Ind. LEXIS 124 (Ind. 1947).

Opinion

Gilkison, J.

Appellant brought this action to contest the will of Daniel C. Lavengood. A trial by jury resulted in a verdict and judgment for defendants, and from this judgment the appeal is taken.

Among the questions properly presented are (1) that the court erred in refusing to give the jury instructions 1 and 10 tendered by appellant, and (2) in sustaining an objection to a question propounded by appellant to the executor, the chief beneficiary, on cross-examination. We shall consider these questions in regular order.

The complaint charges that the will was executed while the testator was of’ unsound mind; that the will was unduly executed; that it was executed under duress; and that it was obtained-by fraud. Thus, each., of the statutory causes for contest is contained in the complaint, including undue influence, § 7-504, Burns’ 1933.

On the subject of undue influence, June Ofimger, the divorced wife of the testator, who was married to him on July 18, 1942, and lived with him until January 1943, testified in substance as follows:

My father visited me in October. After he left Walter Lavengood was there. I heard D. C. Lavengood say to Walter thát June wanted to take him for a ride and he was afraid she would kill him. Walter said be sure and don’t go riding' with her."
In November, 1942, I heard a conversation between D. C. Lavengood and Walter Lavengood, D. C. Lavengood said it. was hard not to like June and Walter said you can be civil but you can’t be social, D. C. Lavengood said what do you mean, and Walter said answer questions if she asks them but don’t talk to her otherwise, don’t play any cards *210 with her. I heard a further conversation between Walter Lavengood and D. C. Lavengood in which D. C. said he would have to pay a lot of alimony and Walter said there wouldn’t be a question of alimony, and to make a settlement. D. C. wanted to know if she would take a settlement and Walter said she would have to, that the court would make her; D. C. said he was afraid she would sue and Walter said let her sue. I was there when Walter came out and made entries in books and signed papers relative to pedigreed cattle. I offered to help him to find out what it was all about and he just laughed at me. D. C. took no part; he did nothing.
I went with D. C. Lavengood out to Walter Lavengood’s home. D. C. told Walter he had an offer, somebody wanted to buy the Swayzee farm and Walter said don’t sell it, that it was the best income he got and that it was worth a lot more than that. He did not sell the farm while I lived with him. I asked him once about the income from his farms, how many pigs he had and how many cattle, and he said he didn’t know, he said he was paying Walter to look after it.

And there are other facts in evidence from which inferences of undue influence might arise.

It was therefore proper to give appropriate instructions on the subject of undue influence. Instruction 1 tendered by plaintiff and refused by the court is as follows:

“The court instructs you in order that a will may be considered as valid, the same must be signed by the testator, or by some one for him in his or her presence, and with his or her consent, and attested and subscribed in his or her presence by two or more competent witnesses, and that at the time of the execution of said will, the said person so making said will should be of lawful age, and of sound mind and free from any duress or restraint or any undue influence, such as would prevent him or her from exercising his or her free *211 will and wishes, with reference to the disposition of his or her property.”

Instruction 10 tendered by plaintiff and refused by the court is as follows:

“I instruct you that in this case it becomes your duty to say whether the alleged will and codicil of Daniel C. Lavengood which has been introduced in evidence was executed while under undue influence. In this regard I instruct you that it is your duty to consider not only the positive testimony of the witnesses, if any, in this respect, but also such inferences as flow naturally from such established facts. I instruct you that the exercise of undue influence may be shown by circumstantial evidence, and the provisions of the will and the circumstances attending its execution may be considered in this respect, along with all other competent evidence in this respect as stated by these instructions.
“I further instruct you in this regard that while it is true, as stated in these instructions, that undue influence, in order to make a will void, must be directly connected with its execution and must operate at the time it is made. It is also the law, and I so instruct you, that it is not necessary, in order to vitiate a will because of undue influence, that the one having the influence over another should be actually present and exercising it at the time and place of the preparation and execution of the will. If an undue influence previously acquired still persists at the time of the execution of the will, so that but for it the will would have been different from that actually executed, then if you so find, such undue influence will vitiate said will.”

A party who makes a proper request is entitled to have an instruction based upon his own theory of the case if within the issues and there is any evidence fairly tending to support it. Carpenter v. State (1873), 43 Ind. 371; Malone v. State (1911), 176 Ind. 338, 345, 96 N. E. 1; Henry v. Epstein (1911), 50 Ind. App. 660, 669, 95 N. E. 275; Southern Indiana *212 Gas Co. v. Tyner (1912), 49 Ind. App. 475, 491, 97 N. E. 580; Woolery, Admr. v. The Louisville, N. A. & C. Ry. Co. (1886), 107 Ind. 381, 386, 387, 8 N. E. 226; Taggart v. Keebler (1926), 198 Ind. 633, 642, 154 N. E. 485.

There can be no doubt that appellant’s tendered instructions Nos. 1 and 10 were fairly within the issue of undue influence tendered by the complaint, and that there was some evidence tending to support that issue. It was error to refuse them. Neither this court nor the trial court may weigh the evidence to determine whether the tendered instructions- should or should not be given. We are required only to determine whether or not there was any evidence fairly tending to support the issue. Having determined that question in the affirmative our duty is clear.

But it is contended that since the trial court by its own instruction 2, withdrew the issue of undue influence from the consideration of the jury, without objection by the plaintiff, that his failure to object constituted a waiver of the alleged error in refusing to give plaintiff’s tendered instructions 1 and 10. This contention leads to a consideration of what constitutes a waiver. It has been held that a waiver is a voluntary yielding of some existing right. Bucklen v. Johnson (1898), 19 Ind. App. 406, 420, 49 N. E. 612; Shedd v. American Credit, Etc., Co. (1911), 48 Ind. App.

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

Related

Liberty Mut. Ins. Co. v. KAT, INC.
855 F. Supp. 980 (N.D. Indiana, 1994)
Liberty Mutual Insurance v. K.A.T., Inc.
855 F. Supp. 980 (N.D. Indiana, 1994)
Parr v. Parr
635 N.E.2d 1124 (Indiana Court of Appeals, 1994)
Thombleson v. Board of School Trustees
492 N.E.2d 327 (Indiana Court of Appeals, 1986)
Town & Country Mutual Insurance Co. v. Hunter
472 N.E.2d 1265 (Indiana Court of Appeals, 1984)
Grenchik v. State Ex Rel. Pavlo
373 N.E.2d 189 (Indiana Court of Appeals, 1978)
Universal CIT Credit Corporation v. Shepler
329 N.E.2d 620 (Indiana Court of Appeals, 1975)
Carsten v. Eickhoff
323 N.E.2d 664 (Indiana Court of Appeals, 1975)
Moore v. Funk
293 N.E.2d 534 (Indiana Court of Appeals, 1973)
Barnes v. Deville
293 N.E.2d 54 (Indiana Court of Appeals, 1973)
DOAN v. City of Fort Wayne
252 N.E.2d 415 (Indiana Supreme Court, 1969)
Indianapolis Horse Patrol, Inc. v. Ward
247 Ind. 519 (Indiana Supreme Court, 1966)
INDIANAPOLIS HORSE PATROL, INC., a CORP. v. Ward
217 N.E.2d 626 (Indiana Supreme Court, 1966)
Walker v. State
191 N.E.2d 488 (Indiana Supreme Court, 1963)
Bryant v. State
118 N.E.2d 894 (Indiana Supreme Court, 1954)
Huntington Post, American Legion v. Arnold
109 N.E.2d 98 (Indiana Court of Appeals, 1952)
Evans v. Evans
96 N.E.2d 688 (Indiana Court of Appeals, 1951)

Cite This Page — Counsel Stack

Bluebook (online)
73 N.E.2d 685, 225 Ind. 206, 1947 Ind. LEXIS 124, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lavengood-v-lavengood-ind-1947.