Tate v. Chumbley

57 S.E.2d 151, 190 Va. 480
CourtSupreme Court of Virginia
DecidedJanuary 16, 1950
DocketRecord 3576-3577
StatusPublished
Cited by21 cases

This text of 57 S.E.2d 151 (Tate v. Chumbley) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tate v. Chumbley, 57 S.E.2d 151, 190 Va. 480 (Va. 1950).

Opinion

Miller, J.,

Margaret S. Tate, an unmarried woman about ninety years of age, a patient in the Southwestern State Hospital, Marion, Virginia, died in that institution on November 30, 1947.

The object of this litigation is to determine, which, if either, of two paper writings, both being testamentary in *486 character, dated respectively April 27, 1915, and November 29, 1916, each of which undertakes to dispose of her entire estate, constitutes her last will and testament.

The will of April 27, 1915, hereinafter referred to as the Dobyns will, leaves all of her property to T. M. Dobyns, Sr., with the exception of $1,000, bequeathed to Lucretia Reed, who was a servant of the testatrix. The will of November 29, 1916, gives to Joseph M. Chumbley all of her estate except $1,000, which is likewise bequeathed to Lucretia Reed. This writing will be designated as the Chumbley will.

In the record, the testatrix is called Magg S. Tate, Maggie Tate, M. S. Tate or Miss Magg. Her relatives and acquaintances knew and spoke of her by these several names. For brevity, she will be referred to herein as the testatrix or Miss Magg.

T. M. Dobyns, Sr., principal .beneficiary under the earlier will, predeceased testatrix. He left as his heir-at-law a son, T. M. Dobyns, Jr., who, under sec. 5238 of the Code, 1942 (Michie), succeeded to any estate devised or bequeathed his father. He presented that paper writing for probate and Joseph M. Chumbley, principal beneficiary in the latter will, presented that paper for probate.

By proceedings of December 30, 1947, and April 17, 1948, had before the clerk of the Circuit Court of Pulaski county, both papers were admitted to probate.

C. C. Tate and others, heirs and next of kin of testatrix, appealed to the circuit court from these orders of probate. On their motion and under the provisions of sec. 5257 of the Code, an issue was made up to be tried before a jury ■“as to whether the alleged wills, or either of them, or any part thereof,” constituted the true last will and testament of the testatrix.

Upon the first trial there was a hung jury. The second trial resulted in a verdict sustaining the Chumbley will, which was approved by the trial court. From that judgment, C. C. Tate and others, heirs-at-law of testatrix, and T. M. Dobyns, Jr., petitioned for and obtained appeals.

*487 The successful proponent, Joseph M. Chumbley, will be referred to as appellee.

Appellants, C. C. Tate and the other heirs, contend that the evidence conclusively shows that testatrix did not have mental capacity to make either will.

Appellant, T. M. Dobyns, Jr., insists that testatrix was mentally incapacitated to make a will on November 29, 1916, when the Chumbley will was executed, but that her mental capacity to make a will on April 27, 1915, when the Dobyns will was executed, is fully sustained by the evidence.

Among the many errors assigned, appellants insist that the evidence is insufficient to sustain the verdict. As the verdict and judgment upheld the will executed on November 29, 1916, which was the last in point of time, the dominant factual question now presented is whether or not testatrix possessed mental capacity on that date to make a will.

Other questions arose during the trial concerning the effect of certain former adjudications of insanity of the testatrix,, the character of the burden of proof encumbent upon the proponent of each will, the form and sufficiency of hypothetical questions propounded to expert witnesses, the admissibility of evidence, the correctness and materiality of several instructions granted or refused at the instance of the litigants, and additional questions too numerous to here recite at length. The rulings of the court on these matters are assigned as error.. Those deemed material will be hereinafter set out with more particularity.

Before consideration of any of the questions necessary to be determined, it is proper to recite some of the salient facts disclosed in this voluminous record.

Testatrix was born in the year 1857 near the town of Draper, Pulaski county, Virginia. She was one of three children, but the only daughter of the marriage of Charles C. Tate and Jane Draper Tate. Her two brothers of the full blood predeceased her and their mother. They died without issue long before the events material to this litigation. Her mother was the second wife of Charles C. Tate. *488 By a former marriage, her father left five children, all of whom died before testatrix. The children and decendants of four of those brothers and sisters of the half-blood are Miss Magg’s (the fifth having died without issue) heirs and next of kin, and are the present litigants who insist that neither writing in question constitutes a valid will.

Miss Magg was reared in a home of affluence, refinement and culture. Her father predeceased her mother and after his death, she and her mother continued to five at the home in- Draper’s Valley near the town of Draper. This consisted of the mansion house and about eight hundred acres of land which had belonged to her mother’s family. Upon the death of the mother, Jane Draper Tate, in 1903, Miss Magg became the sole owner of this valuable property and other estate. During the life of her mother, .testatrix had assisted in the operation of the farm. Upon her mother’s death, at which time testatrix was about forty-six years of age, the entire responsibility of its operation and upkeep fell upon her. In the year 1904, she employed Joseph M. Chumbley as her full-time farm manager and overseer. He was assigned living quarters in the mansion house, and that constituted a part of his compensation.

Colonel T. M. Dobyns, Sr., who had resided near Dublin, Virginia, came to Draper in the year 1913. For the-period that he was engaged in business there, he boarded at different intervals of time at the home of testatrix. Miss Magg became much enamoured of him and there is some evidence that marriage was at one time contemplated.

On April 27, ■ 1915, Miss Magg called at the office of John S. Draper, an attorney at law in Pulaski, Virginia, and requested that he draft a will for her, which he did. It is the Dobyns Will.

That will was retained by Miss Magg until August 18, 1915, on which day she forwarded it by registered mail from Draper, Virginia, to T. M: Dobyns, Sr., at Dublin, Virginia. It remained in his possession until his death in 1932, and thereafter in the custody of his son until offered for probate.

*489 Evidence was introduced by the heirs of testatrix to the effect that she was addicted to intemperate use of intoxicants, eccentric, peculiar, abnormal and actually insane and lacked testamentary capacity prior to and when she executed the Dobyns will. Yet there was much testimony and proof that she was mentally capable of making that will. There is. also considerable evidence tending to prove that during the six months following the execution of that will, her mental powers became more impaired.

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Bluebook (online)
57 S.E.2d 151, 190 Va. 480, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tate-v-chumbley-va-1950.