Roller v. Kling

49 N.E. 948, 150 Ind. 159, 1898 Ind. LEXIS 166
CourtIndiana Supreme Court
DecidedMarch 31, 1898
DocketNo. 18,138
StatusPublished
Cited by36 cases

This text of 49 N.E. 948 (Roller v. Kling) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Roller v. Kling, 49 N.E. 948, 150 Ind. 159, 1898 Ind. LEXIS 166 (Ind. 1898).

Opinion

Monks, J.

This action was brought by the appellees to set aside the will of their deceased father, John Roller, and the probate thereof, on the alleged grounds that he was of unsound mind at the time of its execution, and that the will was unduly executed. The issues formed were tried by a jury, and a special verdict returned on which the court, over the joint and several motions of appellants for a new trial and for judgment in their favor, rendered a judgment setting aside the will. The errors assigned and not waived call in question the action of the court in overruling the motions for a new trial and the motions for judgment in favor of appellants.

The special verdict consisted of 136 interrogatories and the answers thereto. At the proper time counsel for appellants objected to the submission to the jury of a number of the interrogatories prepared by appellees, on the ground that they, and each of them, related to matters wholly irrelevant and immaterial to the issues in the case, and called for the finding of evidentiary and not ultimate facts.

If the special verdict includes findings of evidentiary facts, conclusions of law, and matters without the issues, the sanie are to be disregarded by the court in applying the law to the facts found. Louisville, etc., R. W. Co. v. Bates, Admr., 146 Ind. 564, 570, 571; [161]*161Fisher, Admr., v. Louisville, etc., R. W. Co., 146 Ind. 558, 561. It was the duty of the court; therefore, to submit to the jury only such interrogatories as would require the jury to find the ultimate facts within the issues made by the pleadings, and not to embarrass and confuse them by interrogatories which merely called for evidentiary facts, conclusions of law, and matters without the issues. At the request of appellees the court submitted 102 interrogatories to the jury, prepared by them. It is true, as contended by appellants; that many of these interrogatories should not have been submitted to the jury and that it was error so to do. In Bower v. Bower, 146 Ind. 393, 398, there was a special verdict under the special verdict law of 1895, the same as in this case, and this court held that the answers to the three interrogatories set forth in said opinion were sufficient to set aside the will. While it was error for the court to submit many of the interrogatories to the jury, yet the error was harmless, for the reason that the court, in applying the law to said special verdict, was required to disregard such interrogatories and the answers thereto. Louisville, etc., R. W. Co. v. Bates, supra; Fisher, Admr., v. Louisville, etc., R. W. Co., supra; Branson v. Studabaker, 133 Ind. 147, 148.

Objections are urged by appellants against a number of instructions given by the court to the jury, and séveral of said instructions no doubt contain erroneous statements of the law under the decisions of this court in Blough v. Parry, 144 Ind. 443, Young v. Miller, 145 Ind. 652, and Teegarden v. Lewis, 145 Ind. 98. If a general, instead of a special, verdict had been returned, such erroneous instructions might have required the reversal of the cause. The rule is that when a special verdict is returned, it is not proper for [162]*162the court to give any general instructions as to the law of the case. It is only proper for the court in such case to instruct the jury as to the issues made by the pleadings, the rules for weighing and reconciling the testimony, who has the burden of proof as to the facts to be found, with whatever else may be necessary to enable the jury clearly to understand their duties concerning such special verdict and the facts to be found therein. Louisville, etc., R. W. Co. v. Frawley, 110 Ind. 18, 28; Woollen v. Wire, Admr., 110 Ind. 251, 253; Louisville, etc., R. W. Co. v. Hart, 119 Ind. 273, 285 and cases cited; Johnson, Admr., v. Culver, Admr., 116 Ind. 278, 294; Stayner v. Joyce, 120 Ind. 99, 100; Swales v. Grubbs, 126 Ind. 106, 110; Louisville, etc., R. W. Co. v. Lynch, 147 Ind. 165, 173, 174, and. cases cited. As the verdict returned in this case was a special verdict, general instructions as to the law, though erroneous, were harmless. Louisville, etc., R. W. Co. v. Frawley, supra; Swales v. Grubbs, supra.

One of the instructions, however, given by the court' to the jury, to which objection is made, was concerning the burden of proof. The part of said instruction to which objection is urged is as follows: “If the evidence satisfies you that at any time prior to the execution of said will that John Roller was a person of unsound mind, then the law presumes that that condition of mind continued, unless the mental unsoundness was from some merely temporary or transitory cause; and if the evidence satisfies you that at any time prior to the execution of said will said John Roller was a person of unsound mind, not from a temporary cause,- then the burden of showing a return of sanity, or a lucid interval, at the time of the execution of the will, rests upon the defendants, and must be shown by them by a preponderance [163]*163of the evidence.” This instruction, so far as it informed the jury that the burden of proof concerning the unsoundness of mind of the testator at the time of the execution of the will was upon the appellants under the conditions stated, was erroneous. The appellees, by bringing this action to set aside said will and the probate thereof, assumed the burden of showing, by a preponderance of the evidence that the testator did not, at the time the will was executed, have testamentary capacity. It is true that, if unsoundness of mind of a permanent nature has been established by the party having the burden of proof, the presumption is that the same continues until the contrary is shown. Wallis v. Luhring, 134 Ind. 447, 450; Raymond v. Wathen, 142 Ind. 367, 370. But it is equally true that, in order to remove such presumption, the party not having the burden of proof as to such fact or allegation is not required to prove the contrary, by a preponderance of the evidence, but it is sufficient if the scales are evenly balanced, so that there is no preponderance either way. In such case the party having the burden of proof, cannot recover. Young v. Miller, supra, 652. Such instruction was clearly erroneous so far as it required appellants, under the conditions stated, to prove by a preponderance of the evidence that the testator was of sound mind at the time the will was executed.

Appellees claim, however, that said instruction was harmless, because the jury was properly instructed as to the burden of proof in other instructions. It is true that in other general instructions the court informed the jury that appellees must prove their case by a preponderance of the evidence, but such instructions would not cure said error. This could only be done by plainly withdrawing the erroneous instruction from the jury, and the instruc[164]*164tions referred to did not do this. Wenning v. Teeple, 144 Ind. 189, 194, 195, and cases cited. Besides, the instructions referred to were general and did not apply to the conditions stated in said instruction ten, and did not, therefore, cure the error in giving said instruction.

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Bluebook (online)
49 N.E. 948, 150 Ind. 159, 1898 Ind. LEXIS 166, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roller-v-kling-ind-1898.