Rodgers v. Fleming

295 S.W. 326, 1927 Tex. App. LEXIS 403
CourtCourt of Appeals of Texas
DecidedMay 3, 1927
DocketNo. 3353.
StatusPublished
Cited by1 cases

This text of 295 S.W. 326 (Rodgers v. Fleming) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rodgers v. Fleming, 295 S.W. 326, 1927 Tex. App. LEXIS 403 (Tex. Ct. App. 1927).

Opinion

LEVY, J.

(after stating the facts as above). Special instruction No. 1, asked by the contestants and refused by the court, the refusal of which is assigned as error, was as follows:

“You are instructed that if at the time of the execution of the will by W. J. McDonald on May 8, 1925, he did not have strength of mind equal to the purpose to which it was applied, then he did not have testamentary capacity at said time.”

The instruction was seemingly intended to have the jury determine whether the testator at the time of making the will had such capacity of mind and memory as to enable him to intelligently understand and give sufficient attention to the transaction of the particular business involved in the disposition of his estate in an elaborate will, in the view of the circumstances of old age, weakness of body, and a want of a vigorous mind. It is believed that the court’s instruction upon testamentary capacity did not withdraw or fail to allow, but left it to the jury to take all these circumstances into consideration in the determination of whether or not the mind and memory, or either of them, of the testator had become too enfeebled to be intelligently sound and discerning in respect to the particular business transaction being considered at the time. The jury were plainly informed that the testator was required to have “mental capacity” at the time of the execution of the will, “sufficient” to the following discernment or strength: “To understand the business in which he was engaged, the effect of his act in making the will, and the general nature and extent of his property. He must also be able to know his next of kin and the natural objects of his bounty.” Further, the testator was required to “have memory” at the time of the execution of the will “sufficient” to the following state or strength: “To collect in his mind the elements of the business to be transacted, and to hold them long enough to perceive at least their obvious relation to each other, and to be able to form a reasonable-judgment as to them.” Such description of capacity manifestly required the testator’s mental condition to be of such “strength of mind” as would be “equal” or vigorous enough to make disposition of the estate in an elaborate will, as that in evi- *331 clence. The special instruction was not more explanatory of the court’s definition and description of testamentary capacity, and was no more than different terms used to designate the same condition of mind; and the court’s instruction came up to the standard of a sound and disposing mind and memory repeatedly asserted by the courts. Prather v. McClelland, 70 Tex. 574, 13 S. W. 543; Brown v. Mitchell, 75 Tex. 10, 12 S. W. 606; Tregevant v. Rains, 85 Tex. 329, 23 S. W. 890; Id. (Tex. Sup.) 19 S. W. 567, and other cases.

Special instruction No. 2, asked by the contestants and refused by the court, the refusal of which was assigned as error, was as follows:

“If at the time of the execution of the will by W. J. McDonald on May 8, 1925, he was under the influence of an insane delusion or delusions affecting the disposition of his property which he was making, then you are instructed that he did not at said time have testamentary capacity. An insane delusion is the belief of the existence of a state of supposed facts which no rational person would have believed.”

The court’s instruction did not include the “delusion” test as apart from the general unsoundness or derangement of the mind of the testator in the present case. And the doctrine and the form of the requested instruction is not open to question. Vance v. Upson, 66 Tex. 476, 1 S. W. 179; Prather v. McClelland, 76 Tex. 574, 13 S. W. 543; Lanham v. Lanham (Tev. Civ. App.) 146 S. W. 635. However, such test has been severely criticized in some eases. The point presented requires the determination of the scope and extent of the particular circumstances relied upon as subjects of delusion apparent upon examination. What constitutes, in a legal sense, “insane delusion,” and its effect upon testamentary capacity, are questions of law; but whether or not insane delusion is present and really dominates the mind, affecting the instrument, is a question of fact for the jury. Prather v. McClelland, supra. It is well settled that, as matter of law, a' person may have delusions which do not imply or show unsoundness of mind. Denson v. Beazley, 34 Tex. 191; 32 C. J. § 51, p. 604. The precise delusions contended by the appellants to have been shown to exist influencing the testamentary capacity of the present testator and affecting the disposition of his property were in relation to the following subjects as set out in the brief:

(1) “That the testator was suffering with an insane delusion of poverty.” (2) “That the testator was suffering with an insane delusion” that a certain relátion in law had wrongfully deprived him of certain of “his tablecloths, napkins, and books.” (3) “That the testator -was suffering with an insane delusion that he had to protect himself against *his nephew, one of the contestants, who, he thought, intended or desired to murder him in his home on Clarksville street.” (4) “That the testator was suffering with an insane delusion that some day astronomers would be able to see the gates of heaven, and when we got (to) that we would be able to see who was inside of heaven; that it was only a question of time when they did that, and then this would be the next great wonder of the world, and it needed only a little money.”

The statements and conduct of the testator specially bearing upon the above objects are to be weighed in the light of the overwhelming testimony of the soundness of the mind and memory of the testator to make the will and dispose of his property as he did therein.

As to the first object of delusion; “poverty,” the following special circumstances are relied upon: In 1924 g. M. Harper, a cattle dealer, offered to lease from testator certain grass lands for pasture of his cattle, and the testator replied:

“I want to let that grass grow up and make hay; that’s the way I’ve got of making my living, selling the hay.”

The witness states:

“That was about the extent of the conversation I had with him. He did -not seem to want to talk much that day, and. before that he usually had talked a great deal. When I asked about leasing the grass land he just answered me the way I have stated. He seemed rather weak physically.”

In April, 1925, the following occurred between the testator and his sister-in-law:

“After my husband’s death (April 22, 1925), W. J. McDonald was at my house, and he wanted to discuss with me what I was going to do. I told him I was going to my daughter’s. He asked me when, I was going. I said when they went back to Dallas. He said, ‘What will I do, Irene?’ I said, ‘William, you will have to look out for yourself, as I have to look out for myself.’ He said, T couldn’t live eating at restaurants.’ I said, ‘Well, I am' sorry, but I cannot stay here and take care of you any longer, but I will do this after I go with my daughters for a week or so; I will come back and keep house until fall if you will pay half of the expenses.’ He said he was not able to do that, and for me to go on with the girls and he would talk to me about it aft-erwards.”

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Related

Rodgers v. Fleming
3 S.W.2d 77 (Texas Commission of Appeals, 1928)

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295 S.W. 326, 1927 Tex. App. LEXIS 403, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rodgers-v-fleming-texapp-1927.