Patterson v. Mitchell

9 Tenn. App. 662, 1929 Tenn. App. LEXIS 127
CourtCourt of Appeals of Tennessee
DecidedMarch 1, 1929
StatusPublished
Cited by9 cases

This text of 9 Tenn. App. 662 (Patterson v. Mitchell) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Patterson v. Mitchell, 9 Tenn. App. 662, 1929 Tenn. App. LEXIS 127 (Tenn. Ct. App. 1929).

Opinion

CROWNOVER, J.

This was an issue of devisavit vel non upon the will of Mattie Gordon, deceased. The grounds of contest were that the testatrix was of unsound mind and that the will was procured by fraud and undue influence on the part of the defendant in error Ida Mitchell. It was submitted to a jury of Davidson County at the February term, 1928 of the circuit court, before Judge E. F. Lang-ford. The verdict and judgment were in favor of the will. The contestant’s motion for a neAV trial being overruled she appealed in error to this court, and has assigned fourteen errors which go to the propositions :

(1) That there is no evidence to support the verdict.

(2) That the court erred in admitting the testimony of defendant Ida Mitchell to set up the will.

(3) That the court erred in his charge to the jury with respect to the proof necessary to set up a will,, and in his definition of undue influence.

(4) That the court erred in refusing to charge certain special requests.

(5) That the court erred in refusing to grant a new trial on the grounds of newly discovered evidence.

The facts necessary to be stated are that the deceased Mattie Gordon, and the defendant Ida Mitchell were remotely related and had been raised in the same neighborhood near Lynnville, Tennessee. The. deceased moved to Nashville and the defendant went elsewhere, until sometime before the testatrix died. The proof does not show the age of the testatrix but she was a woman past middle age and had no children. She had accumulated some property consisting of a house and lot, some household goods and some little money, but within the *664 last few years of her life she had become afflicted with goitre, heart disease, and fibroid tumors on her abdomen which had become cancerous. She had lived in her home until sometime in October, 1924, when she was removed to Hale’s Infirmary, where she stayed until she died on December 16,1924. She had mentioned making a will several times to Ida Mitchell and proposed to make her chief beneficiary, but Ida Mitchell had refused to permit her to do so .on the ground that it would cause a row among her relatives, but sometime before the will was executed she requested the defendant to have her will written, in which she proposed to give all of her property to the defendant, thereupon the defendant, who was. a cook for Mrs. Cecil Sims, had Mr. Sims to write the will leaving the names blank, which proposed will she carried to the hospital, gave it to the testatrix, Who read it and said that that was just what she wanted. The will was left with the testatrix, who summoned A. Porter Jackson, a son of the defendant, to witness the will and asked him to call in Henry Satterfield to also witness the will, which was done, and on November 20, 1924, Mattie Gordon signed said will in the presence of said two witnesses and requested them to sign as witnesses, which they did in her presence and in the presence of each other.

By the terms of said will Mattie Gordon devised and bequeathed all of her property to the defendant Ida Mitchell, and appointed her executrix without bond.

The contestant Laura Patterson was an aunt of the testatrix and filed this contest with the result hereinabove stated.

The first three assignments of error go to the proposition that there was no evidence to support the verdict, not sufficient evidence in the record to support the -will, and that the Aveight of the evidence is ag’ainst the Avill. The contestant insists that it is not shown that the testatrix had any knoAA'ledge of the contents of the will or that she kneAAr that she Avas signing a aaíII as she never referred to it as a will. These three assignments of error must be overruled as there is material testimony in the record to support the A^erdict. The proper execution of the will and the capacity of the testatrix to make á will Avere duly proven by the attesting witnesses. It clearly appears from the statements of these íavo witnesses that they were both present AAdfen Mattie Gordon signed the Avill and that she requested them to Avitness it and that they did so in her presence and in the presence of each other. They both testified that in their opinions she was of sound mind when the will AA'as signed. As a matter of fact there were three other witnesses, R. B. Kelly, Dr. Senior and the defendant Ida Mitchell, AArho testified that the testatrix was of sound mind. She requested Ida Mitchell to have the will Avritten, told her that she wanted to make her the sole beneficiary of the will. After it Avas drafted Ida Mitchell carried it to her at the hospital. She read it over and said *665 t-bat it was just wliat sbe wanted. Sbe could read and write, and understood its contents, as it is written in plain, every-day English, and the evidence shows that she knew what she was doing. The witnesses say that she produced the will signed it in their presence and requested them to sign it, which they did in her presence and in the presence of each other. We think from their testimony it is plain that she knew the contents of the will and knew that she was executing it. Hence, these three assignments of error must be overruled.

The assignments of error numbers four, five, six and eleven are to the effect that the Trial Judge erred in permitting the executrix who was also the beneficiary under the will to testify as to the transactions and oral conversations with the deceased for the reason that such testimony was incompetent under the provisions of section 5598 of Shannon ’s Code of Tennessee, which provides that:

“In actions or proceedings by or against executors, administrators or guardians in which judgments may be rendered for or against them, neither party shall be allowed to testify against the other as to any transactions with or statement by the testator, intestate, or ward, unless called to testify thereto by the opposite party. ’ ’

This case does not come within the provisions of the above statute as it is not an action by or against executors, administrators, etc. within the meaning of this statute.

‘ ‘ On an issue of devisavit vel non, the devisees and legatees on one hand, and the heirs and distributees on the other, are competent witnesses to prove the declarations or statements of the testator, where they are otherwise admissible; and even a legatee who is administrator of the testator is also a competent witness on such issue. This kind of proceeding- is not an action by or against the executor or administrator, in the sense of this statute. ’ ’ See Shannon’s Code, sec. 5598, note 29; Beadles v. Alexander, 9 Bax., 604; Orr v. Cox, 3 Lea, 619; Davis v. Davis, 6 Lea., 543; Bank v. O’Brien, 10 Pick., 41.

These assignments of error must be overruled.

The seventh assignment of error goes to the proposition that the court erred in failing- to instruct the jury that the plaintiff must prove that the will had been signed in the presence of the witnesses and that the witnesses signed at the request of the testatrix. We think that this assignment is not well made'for two reasons: (1) because the court in substance charged this as the law; and (2) the defendant did not make any special request on this proposition.

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Bluebook (online)
9 Tenn. App. 662, 1929 Tenn. App. LEXIS 127, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patterson-v-mitchell-tennctapp-1929.