Thomas v. Young

22 F.2d 588, 57 App. D.C. 282, 1927 U.S. App. LEXIS 3385
CourtCourt of Appeals for the D.C. Circuit
DecidedNovember 7, 1927
DocketNo. 4577
StatusPublished
Cited by5 cases

This text of 22 F.2d 588 (Thomas v. Young) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Thomas v. Young, 22 F.2d 588, 57 App. D.C. 282, 1927 U.S. App. LEXIS 3385 (D.C. Cir. 1927).

Opinion

MARTIN, Chief Justice.

This is an appeal from an order of the lower court denying probate to a contested will. The instrument in question purported to be the last will and testament of Mary Elizabeth Young Thomas, deceased. The testatrix died seized of an undivided one-half interest in a residence property on Eighteenth street in the District of Columbia, and a small quantity of personal property of doubtful value. Her surviving relatives were her mother, her husband, Ernest Charles Thomas, and her brother, Walter Owen Young. She had no children.

By the terms of the will she devised all her property to her husband; the real estate thus devised was ancestral property, which in the absence of a will would have descended to her surviving brother as her sole heir at law. Section 945, D. C. Code. When the will was presented for probate, her surviving brother as caveator contested it, alleging mental incapacity of the testatrix and undue influence; these charges were both sustained by the verdict of the jury, and the will was denied probate. The eaveatee, now appellant, contends that the lower court erred at the trial (a) in not sustaining his motion for a directed verdict at the close of caveator’s evidence in chief; (b) in the admission of certain evidence over eaveatee’s objection; and (e) in the charge to the jury. The motion for a directed verdict was based upon the contention that the caveator had failed to introduce any evidence tending to prove the alleged mental incapacity of the testatrix or the charge of undue influence. The court overruled the motion, and this ruling requires a brief statement of the purport of caveator’s evidence in chief.

It was testified in chief that the testatrix was married to the eaveatee in the year 1907; that after the marriage they went to live at the Eighteenth street property which at the time was owned by the grandmother of the testatrix; that the house was then occupied as a residence by the testatrix and her husband, together with her grandmother, her mother, and her brother and his family; that later.the testatrix and her husband left the Eighteenth street home and lived elsewhere until in January, 1923, when she was taken sick and brought to the - Eighteenth street home again, where she remained until the time of her death; that in the year 1912 the grandmother of the testatrix died, leaving the Eighteenth street property by her last [589]*589will and testament to testatrix and her brother, share and share alike, without any restrictions ; that after the death of the grandmother the house was occupied by the testatrix, her mother, and her brother with his family and that, beginning soon after the death of the grandmother and continuing until the death of testatrix, frequent conversations concerning the property took place between testatrix and her brother, wherein they agreed that it should be kept and maintained as a home for their mother during her lifetime, and that in event of the death of the testatrix or her brother the property should pass to the survivor and his or her heirs; that in January, 1923, the testatrix was taken with pneumonia which confined her to her bed for eight weeks at the Eighteenth street home; that from and after that time a decided change occurred in both her physical and mental condition; that after she recovered from her illness she did not take up her residence with her husband, but remained at the Eighteenth street home until the time of her death, being eared for by her mother; that in 1925 her condition was such that Dr. Mary S. Lucas was called, and found her suffering from a cancer of the uterus, as a result of which she became emaeiated and very weak, and it was necessary to prescribe morphia; that as far back as 1924 the testatrix had become accustomed to the use of morphine; that in May, 1925, an operation was performed which seemed for a short time to benefit her, hut that her condition soon became worse; that her weight dropped from 170 pounds to less than 100 pounds, and that her mental condition showed a marked change for the worse; that during this period she was taking morphine tablets in great quantities; and Dr. Lucas testified that in the first half of October, 1925, her condition resulting from toxemia and anemia was bad; .that she would suffer from periods of mental excitement and terrible agony until by the use of morphine her mind would be comparatively stupified. On October 9, 1925, her husband took her away in his automobile at 6 o’clock in the morning, and at 2 o’clock he brought her back to tho Eighteenth, street home, the will being signed on that day; that at , this time the mother of the testatrix was still living at the home, and that testatrix said nothing to her or to her brother concerning the making of a will; that testatrix died on the 26th day of February, 1926. It was testified by various witnesses, who knew the testatrix and had been with her at times about the date of the will, that she was then of unsound mind, and the witnesses stated the facts upon which they based their opinions. It was also testified that she had complained that her husband had threatened to choke her if she refused to make a will, and that she declared she “would not make such a will while in her right senses.”

Wo may say without further discussion that in our opinion the evidence in chief was sufficient to go to tho jury in support of the caveat. Wo are not concerned at this time with the weight of the evidence, our province being simply to determine whether there was evidence sufficient to be submitted by the trial court to the jury. Barbour v. Moore, 10 App. D. C. 48; Morgan v. Adams, 29 App. D. C. 198.

We are of tho opinion that the evidence concerning tho conversations between testatrix and her brother relative to the disposition of the Eighteenth street property was competent as reflecting upon the issue of mental capacity and undue influence at the date of the will. This conclusion is sustained by Throckmorton v. Holt, 180 U. S. 552, 572, 21 S. Ct. 474, 482 (45 L. Ed. 663) wherein it is said:

“In the eases contained in class A, it is held that declarations, either oral or written, made by a testator, either before or after the date of the alleged will, unless made near enough to tho time of its execution to become a part of the res gestse, are not admissible as evidence in favor of or against the validity of the will.
“The exception to the rule as admitted by these cases is that where the issue involves the testamentary capacity of the testator, and also when questions of undue influence over a weakened mind are the subject of inquiry, declarations of the testator made before or after, and yet so near to the time of the execution of the will as to permit of the inference that the same state of mind existed when the will was made, are admissible for the purpose of supporting or disproving the mental capacity of the testator to make a will at the time of the execution of the instrument propounded as such. These declarations are to be admitted, not in any manner as proof of the truth of the statements declared, but only for the purpose of showing thereby what in fact was the mental condition, or, in other words, the mental capacity, of the testator at the time when the instrument in question was executed. * * * ”

It is quite apparent therefore that declarations of the deceased are properly received upon the question of his state of mind, whether mentally strong and capable or weak and incapable, and that from all the testimony, [590]

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Bluebook (online)
22 F.2d 588, 57 App. D.C. 282, 1927 U.S. App. LEXIS 3385, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomas-v-young-cadc-1927.