Morgan v. Bell

189 Ga. 432
CourtSupreme Court of Georgia
DecidedNovember 16, 1939
DocketNo. 13043
StatusPublished
Cited by1 cases

This text of 189 Ga. 432 (Morgan v. Bell) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Morgan v. Bell, 189 Ga. 432 (Ga. 1939).

Opinion

Jenkins, Justice.

1. “Every person may make a will, unless laboring under some legal disability arising either from a want of capacity or a want of perfect liberty of action.”1 Code, § 113-201. “An incapacity to contract may coexist with a capacity to make a will. The amount of intellect necessary to constitute testamentary capacity is that which is necessary to enable the party to have a decided and rational desire as to the disposition of his property. His desire must be decided, as distinguished from the wavering, vacillating fancies of a distempered intellect. It must be rational, as distinguished from the ravings of a madman, the silly pratings of an idiot, the childish whims of imbecility, or the excited vagaries of a drunkard.” § 113-202. “An insane person generally may not make a will. A lunatic may, during a lucid interval. A monomaniac may make a will, if the will is in no way the result [436]*436of or connected with his monomania. In all such cases it must appear that the will speaks the wishes of the testator, unbiased by the mental disease with which he is affected.” § 113-204. “Eccentricity of habit or thought does not deprive a person of the power of making a will; old age and weakness of intellect resulting therefrom does not, of itself, constitute incapacity. If that weakness amounts to imbecility, the testamentary capacity is gone. In cases of doubt as to the extent of this weakness, the reasonable or unreasonable disposition of his estate should have much weight in the decision of the question.” § 113-205. In accordance with these statutory provisions, it has been held by this court: “A person has testamentary capacity who understands the nature of a testament or will, viz., that it is a disposition of property to take effect after death, and who is capable of remembering generally the property subject to disposition and the persons related to him by the ties of blood and of affection, and also of conceiving and expressing by words, written or spoken, or by signs, or by both, any intelligible scheme of disposition. If the testator has sufficient intellect to enable him to have a decided and rational desire as to the disposition of his property, this will suffice.” Slaughter v. Heath, 127 Ga. 747, 749 (57 S. E. 69, 27 L. R. A. (N. S.) 1), and cit. For other statements of the rales determining testamentary capacity, see Hill v. Deal, 185 Ga. 42, 46 (193 S. E. 858), and cit.; Griffin v. Barrett, 183 Ga. 152, 164 (187 S. E. 828), and cit.; Id., 185 Ga. 443, 444 (195 S. E. 746); Martin v. Martin, 185 Ga. 349, 352 (195 S. E. 159).

2. “Where the question under examination, and to be decided by the jury, shall be one of opinion, any witness may swear to his opinion or belief, giving his reasons therefor; but if the issue shall be as to the existence of a fact, the opinions of witnesses, generally, shall be inadmissible.” Code, § 38-1708. “The opinions of experts, on any question of science, skill, trade, or like questions, shall always be admissible; and such opinions may be given on the facts as proved by other witnesses.” § 38-1710.

3. While it was held by this court, as early as 1849, in Potts v. House, 6 Ga. 324 (3), 335 (50 Am. D. 329), that “The opinions of the subscribing witnesses to a will, as to the sanity of the testator, are admissible, without stating the facts upon which they are founded,” which ruling was followed in Scott v. McKee, 105 Ga. [437]*437256 (2), 258 (31 S. E. 183), and Dyar v. Dyar, 161 Ga. 615 (2), 619 (131 S. E. 535), the distinction was drawn in the Potts case that “The mere opinions of witnesses, other than physicians and the attesting witnesses, are not admissible, unless accompanied with the facts on which they are founded; but having stated the appearance, conduct, conversation, or other particular facts, from which the state of the testator’s mind may be inferred, they are at liberty, to express their belief or opinion, as the result of those facts.” See, as to the opinions of non-experts in such cases, accompanied by stated facts, Merritt v. Wallace, 173 Ga. 435, 436 (160 S. E. 610), and cit.; Dean v. Littleton, 161 Ga. 651 (131 S. E. 507); Pennington v. Perry, 156 Ga. 103 (6) (118 S. E. 710); Snell v. Snell, 165 Ga. 724 (2), 726 (142 S. E. 96); Winkles v. Drake, 165 Ga. 335 (5) (141 S. E. 67); Credille v. Credille, 131 Ga. 40 (61 S. E. 1042); Compton v. Porterfield, 155 Ga. 480 (117 S. E. 464), and cit.; Brown v. McBride, 129 Ga. 92 (2), 95 (58 S. E. 702); Proctor v. Pointer, 127 Ga. 134 (2) (56 S. E. 111); Conn. Mutual Life Ins. Co. v. Lathrop, 111 U. S. 612, 622 (4 Sup. Ct. 533, 28 L. ed. 536). However, as was recently pointed out by this court, in Smoot v. Alexander, 188 Ga. 203 (3 S. E. 2d, 593) : “What is mental capacity to make a will is a question of law. On the trial of an issue of devisavit vel non, whether the alleged testatrix had mental capacity to make a will at the time of signing the paper is a question for decision by the jury, and a witness can not testify as to such legal conclusion.” (Italics ours.) See Travelers Insurance Co. v. Thornton, 119 Ga. 455, 456 (46 S. E. 678), and Slaughter v. Heath, supra, cited in the Smoot case; Patterson v. State, 86 Ga. 70, 72 (12 S. E. 174); Griggs v. State, 59 Ga. 738 (3); Taylor v. State, 135 Ga. 622 (6) (70 S. E. 237) ; Allison v. Wall, 121 Ga. 822 (49 S. E. 831). This rule applies with equal force to expert and non-expert testimony; the only distinction being that a non-expert witness in expressing his opinion as to the mental condition of the deceased must narrate the facts and circumstances upon which his conclusion is based, whereas an expert witness can express his opinion as to that condition, upon proof being made that he was in a position to form an expert opinion, without the necessity of stating the facts forming the basis of his conclusion. Taylor v. State, 83 Ga. 647 (9), 658 (10 S. E. 442); Central Railroad v. Senn, 73 Ga. 705 (2), 711; Augusta & Summerville R. Co. v. Dorsey, [438]*43868 Ga. 228, 237; Hammond v. State, 156 Ga. 880 (2), 882 (120 S. E. 539); Potts v. House, supra. An exception to the rule also permits an expert witness to state his opinion or conclusion from a hypothetical question based upon the testimony of other witnesses. Code, § 38-1710; Potts v. House, supra; Choice v. State, 31 Ga. 424 (4); Southern Bell Telephone Co. v. Covington, 139 Ga. 566 (7) (77 S. E. 382).

But, as already indicated, neither an expert nor a non-expert witness is permitted to express an opinion upon the ultimate conclusion as to whether the testator was or was not possessed of that mental capacity which is necessary to make a will; and this is true whether any such witness does or does not narrate the facts upon which to base any such opinion. The recent decision of this court in Metropolitan Life Insurance Co. v.

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189 Ga. 432, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morgan-v-bell-ga-1939.