Mullen v. Johnson

47 So. 584, 157 Ala. 262, 1908 Ala. LEXIS 177
CourtSupreme Court of Alabama
DecidedDecember 1, 1908
StatusPublished
Cited by26 cases

This text of 47 So. 584 (Mullen v. Johnson) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mullen v. Johnson, 47 So. 584, 157 Ala. 262, 1908 Ala. LEXIS 177 (Ala. 1908).

Opinions

McCLELLAN, J.

— Annie M. Johnson died in August, 1901, childless, survived by her husband, Thomas M. Johnson, and the complainant, a brother, the only heir at law. The instrument contested, purporting to be a will and to have been executed on June 20, 1901, gave [265]*265the entire estate of Mrs. Johnson to her husband. The grounds of contest are: First, Avant of testamentary capacity to make a will; second, undue influence exerted upon the alleged testatrix by Thomas M. Johnson, the husband, Henry B. Johnson, the brother-in-law of Mrs. Johnson, and Fannie M. Smith, or by some of these named. Upon the occasion of the execution of the contested instrument, Thomas M. Johnson executed a last Avill and testament in Avhich Annie M. Johnson Avas the sole beneficiary. The determination of the issues thus made in the cause Avill be greatly simplified by the elimination, as must be done, of the influence of any contractual factor in the premises. Though the instruments executed by Mr. and Mrs. Johnson Avere mutual, there is no element of contract, inhering in the respective actions of these persons. Either instrument Avas revocable and neither, in terms or as explained by fact, imports any consideration as an inducement to the execution of her or his purported will. Indeed, the solicitors for complainant <lo not insist that the arrangement, or action taken, Avas contractual inter vivos — capable of enforceáble specific performance. Under these circumstances there can be no tAvo opinions upon the proposiiion that the Iuav applicable to the issues presented in the cause is only those rules of evidence and substantive law pertinent to testamentary instruments. In consequence the someAvhat extended argument of the solicitors for complainant, that seems to seek the application to the stated issue of undue influence of the principles controlling the determination of such issues in cases of-transactions inter vivos, cannot be considered for any purpose on this appeal. This instrument must stand or fall, upon the issues made, as a will, not as a contract.

The requisite mental capacity to make a valid will has been repeatedly defined by this court; and these words, [266]*266taken from Taylor v. Kelly, 31 Ala. 72, 68 Am. Dec. 150, express the standard therefor as that standard has been consistently declared and maintained by our later adjudications : “If she [testatrix] had memory and mind enough to recollect the property she was about to bequeath, and the persons to whom she wished to will it, and the manner in which she wished it to be disposed of, and to know and understand the business she was engaged in, she had, in contemplation of law, a sound mind; and her great age, bodily infirmity, and impaired mind would not vitiate a will made by one possessing such capacity.”

The burden assumed by the contestant (complainant) to establish mental incapacity is not grounded upon a state of habitual insanity affecting Mrs. Johnson at or prior to June 20, 1901; but such incapacity is predicated, in the testimony for contestant, upon a condition of mind wrought by the use of narcotics, which, with the cancerous disease inflicting her, it is urged, affected to destroy the requisite mental capacity of Mrs. Johnson to make a valid disposition of her property. This condition, asserted to have produced the disqualifying result indicated, was necessarily “temporary or ephemeral in its nature,” if present at any time prior to the execution of the instrument. No presumption of its continuance on that occasion can be indulged. —O’Donnell v. Rodiger, 76 Ala. 222, 52 Am. Rep. 322. Indeed, from the testimony for the contestant, alone, it is apparent that the disease, in and of itself, though inflicting intense pain and causing swelling of the arm, breast, side, shoulder, face, and neck did not result in any mental impairment or dethronement within the standard declared in the quotation from Taylor v. Kelly, supra. The whole insistence, then, resolves itself into the issue of fact whether the presumption of the soundness of Mrs. Johnson’s [267]*267mind, at the time the contested instrument was executed, has been rebutted upon the whole testimony in the cause. —O’Donnell v. Rodiger, supra. Upon this issue more than two score witnesses were examined. Obviously we cannot enter upon a discussion of the entire record in this respect. We must content ourselves with a treatment in nature summary.

In a general sense the testimony for complainant and that for respondents is in irreconcilable conflict, though it must also be said that upon the specific point of the issue, viz., her mental status at the time of alleged execution, comparatively few of the whole number of the witnesses testify. On both sides the mental status of Mrs. Johnson, both before and after June 20,1901, is the subject of opinions, favorable and unfavorable. For the contestant, many of his witnesses, while giving opinions opposed to her soundness of mind, evince unmistakable evidences of their opinions in that regard being unjustified by facts to which they testify. Some of them predicate their opinions on the mere fact that the stricken woman did not enter readily into conversations in progress about her, or, when under the influence of opiates and dozing therefrom, that she uttered incoherent or random expressions; and still others rest their opinions against her soundness of mind npon the asserted fact that Mrs. Johnson Avas in a stupor from the use of narcotics, at least from the 17th to the 20th of June. These conditions might all very well exist at times and be wholly absent at other times — might very well prevail and yet when the sick woman was aroused, or the effect of the opiate had been spent, leave her with such an unclouded mind as that she could measure in mental strength, up to the standard declared to be requisite in Taylor v. Kelly. And, in this immediate connection, touching the effect of morphine upon the mental ability [268]*268to make a valid. avíII, it may be said that the testimony for contestant is notably obscure with respect to the mental capacity of Mrs. Johnson after being aroused from the languor caused by the opiate, or after the opiate had begun to Avane in its' palliating effect or had spent its power. Aside from these general criticisms of contestant’s testimony, a reading of it cannot fail to induce the conclusion that several of his witnesses reached and entertained opinions of the mental unsoundness of Mrs. Johnson after the most casual observations of her. Apart from the question of admissibility of the opinions of -such Avitnesses on the issue, these opinions could or should carry very little weight. The law declares the standard of mental capacity requisite to make a valid will and the habits, infirmities, diseases, or mental stresses of one undertaking a testamentary disposition of property will not be suffered to deny efficacy to that effort, because of mental incapacity, if the proposed testator possessed, at the time he undertakes to act, the mental powers so clearly described in the quotations from Taylor v. Kelly.

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Bluebook (online)
47 So. 584, 157 Ala. 262, 1908 Ala. LEXIS 177, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mullen-v-johnson-ala-1908.