Plemmons v. Murphey

176 N.C. 671
Supreme Court of North Carolina·Decided December 11, 1918·Published·Cited by 7 cases

Opinion

Walker, J.,

after stating the case: _ There was objection to the issues, but we think they were proper and covered the entire scope of the inquiry, and were in no respect substantially different from those tendered by the defendants. It is not material in what form issues are submitted to the jury, provided they are germane to the subject of the controversy and each party has a fair opportunity to present his version of the facts and his view of the law, so that the case, as to all parties, can be tried on the merits. Deaver v. Deaver, 137 N. C., 246; Warehouse v. Osment, 132 N. C., 839; In re Herring’s Will, 152 N. C., 258; Rakestraw v. Pratt, 160 N. C., 436, 437.

The jury here answered the first issue in the defendants’ favor, and they cannot, therefore, rely in this Court upon exceptions taken by them at the trial which relate solely to that issue. Lyon v. A. C. L. Ry. Co., 165 N. C., 143; Hallman v. So. R. R. Co., 169 N. C., 127.

The declaration of Canada Plemmons was restricted to him, as, at the time they were admitted, the judge expressly cautioned the jury that “it could only be used as to him.” What he said as to the inequality of the division could be competent only as to himself and his separate interest. The case, therefore, is not within the principle suggested in Linebarger v. Linebarger, 143 N. C., 229. See McRainey v. Clark, 4 N. C., 698; Ragland v. Huntingdon, 23 N. C., 561; King v. Inhabitants of Hardwick, 11 East., 589.

Such evidence as the declaration of one party upon a material matter which may prejudicially affect another party to the suit, who has a similar but separate interest therein, may generally be incompetent as to the latter, but here the judge carefully and explicitly cautioned the jury that the admission of Canada Plemmons’ testimony could be used, if at all, only as against him, and it must be presumed that the jury so used it. We cannot assume, as the basis of an objection to be considered by this Court, that a jury have disobeyed the judge’s instructions. If the defendants, other than Canada Plemmons, desired a more particular caution they should have asked for it, for example, that the admission be specially confined to the validity of the deed to Canada Plemmons. Eule of this Court, No. 27 (164 N. C., 438.) The jury could have found under the second issue, as it was framed, that Canada’s deed was obtained by undue influence. Either party could have asked the court for such a special finding by the jury; but we do not think [676]*676that the ruling was harmful, if the evidence was incompetent, as there was really no serious dispute, or could not be, that there was an unequal division. That is apparent from the value placed upon the several tracts. All the plaintiffs’ evidence surely tended to show an inequality, and the defendants’ principal witnesses, O. L. Israel and J. II. Cole, testified to the same effect. 0. L. Israel said, “I consider that he gave Canada and Mrs. Murphy more land than he gave to any of the other children.” And J. II. Cole stated, “The piece of land given these orphan children was worth less than half of this piece of land given to Murphy.” And further he testified as follows: “I heard Sheriff and Mrs. Plemmons discussing the division of the farm. Could not say date, but during her lifetime. They were around the fireside. They had some trouble about the division. He said she did not want to value the buildings at anything, as they were' getting old, but he thought they were worth something. He said he meant for Mrs. Murphy to have the home place. There was no difference between him and Mrs. Plemmons as to that, but-he wanted to value the buildings at something. He said his reason for giving her the home place was she was the baby child.”

The defendant has argued that Mrs. Plemmons did exactly what he intended to do of his own free will, and the division, while unequal, was according to his sense of right and the exercise of a volition freed from any constraint, and there is evidence to support this view. So that we need not place our decision upon the technical competency of the evidence, as we think that in any view the ruling was without prejudice.

It is competent for a witness, after giving his opinion that the maker of a will or deed did not have mental capacity sufficient to execute it, to state the reasons for his opinion, even though they may involve personal transactions or communications with the deceased testator or grantor. This has been settled by numerous cases, the latest of which is Bissett v. Bailey, at this term (96 S. E., 648), and cases cited. See,, also, Rakestraw v. Pratt, 160 N. C., 436; In re Stock’s Will, 175 N. C., 224; In re Chisman’s Will, 175 N. C., 420.

It was said in Rakestraw v. Pratt, supra: “Plaintiffs proposed to prove same or substantially similar facts by Mrs. Martin, another sister, and the evidence was excluded, the court being of opinion that the testimony was incompetent under section 1631, Revisal, excluding, in certain eases, testimony of interested persons as to a transaction with deceased persons. The proposed evidence was in support of the opinion just given by these witnesses as to the mental incapacity of the mother and is not regarded as a 'transaction’ by our decisions construing the section referred to. In McLeary v. Norment, 84 N. C., 235, the Court said: 'Where a witness testifies to the want of mental capacity in a grantor to make a deed, and that his opinion was formed from conversations and [677]*677communications between the witness and' grantor, it was held competent to prove the facts upon which such opinion was founded. Section 343 of the Code does not apply to the facts of this case.’ Section 343 of the Code of that time corresponds to section 1631 of present Revisal.”

There was ample evidence to show incapacity and undue influence. We need do no more than refer to the statement of the evidence already set out by us, as it is not required by the necessities of the case to dwell upon the details of this harrowing story. In re Will of Amelia Everett, 153 N. C., 83; Rakestraw v. Pratt, 160 N. C., 436; Causey v. R. R. Co., 166 N. C., 5; In re Will of Albert Mueller, 170 N. C., 28; Brown v. Brown, 171 N. C., 649. See, also, In re Craven’s Will, 169 N. C., 561, where we held that undue influence is shown in procuring the execution of the instrument in question when there is such domination by the stronger over the weaker mind as to amount to the substitution of the will of the former for that of the latter-, resulting in an unfair advantage over others entitled to the testator’s favor, and who would naturally receive it but for the intervention of this designing and controlling influence. The doctrine, as applied to both wills and deeds, is substantially the same.

In the Everett case, supra, it was said: “General evidence of' power over a testator, especially of weak mind or suffering from age and bodily infirmity, though not to such an extent as to destroy testamentary capacity, has been held in this country to be enough to raise a presumption that ought to be met and overcome before a will is allowed to be established. Robinson v. Robinson, 203 Pa. St., 403; Miller v. Miller, 187 Pa. St., 572; Boyd v. Boyd, 66 Pa., 283. In this last case, referring to the above rule, the Court says: 'Particularly ought- this to be the rule when the party benefited stands in a confidential relation with the testator.’ Judge Bedfield

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Plemmons v. Murphey, 176 N.C. 671 (N.C. 1918).

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