Turner v. Anderson

168 S.W. 943, 260 Mo. 1, 1914 Mo. LEXIS 108
CourtSupreme Court of Missouri
DecidedJuly 2, 1914
StatusPublished
Cited by20 cases

This text of 168 S.W. 943 (Turner v. Anderson) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Turner v. Anderson, 168 S.W. 943, 260 Mo. 1, 1914 Mo. LEXIS 108 (Mo. 1914).

Opinions

LAMM, C. J.

— In a suit in the Jackson Circuit Court the issue was the statutory one, devisavit vel non. All parties take under the will. The controversy has birth in that fruitful womb of litigation, to-wit, two marriages, two sets of children and a partial will largely in favor of the widow and last set, made late in life and disposing of a great estate. Plaintiff is a son of testator’s deceased daughter by a first marriage, Mrs. Turner. Defendants are the widow of testator by a second marriage, two sons born of that marriage, a daughter by the first marriage, Mrs. Harvey, and a minor brother of contestant. The will has a provision cutting off any devisee or legatee contesting it. The widow and children of the second marriage are the only defendants who appeal. They contend, with reason, too, that their codefendants, Mrs. Harvey and Reid S. Turner, a minor, did not join as plaintiffs because of the forfeiture provision in the will, but cast an anchor to the windward and are friendly to the contest, though nominal contestees. Both propositions may be allowed as true.

(Note: Hereinafter when we refer to “contestees” we should be takén as meaning the appealing defendants, and when to “contestant” as using the term as a composite unit inclusive of the surviving children by the first marriage and the descendants of those dead.)

[8]*8The grounds of contest were undue influence and testamentary incapacity. The issue of undue influence was taken from the jury in accordance with a ruling made when this cause was here before on appeal. [236 Mo. 523.] The case went to the jury on the issue of testamentary incapacity. The jury broke the will on that issue, as the former one did on the other. From a judgment following that verdict the widow and her two sons alone appeal.

Appellants asked and were refused a peremptory instruction coercing a verdict in favor of the will as a matter of law. The only error assigned by them is the refusal of that instruction. If, then, there was substantial evidence tending to show testamentary incapacity the instruction was bad. Otherwise, otherwise. Such is the main question in the case. Counsel argue two subsidiary ones, vis.: first, whether the decision in the former case was res adjudicata; second, whether contestees made a prima-facie case in the .first instance.

The opinion rendered when the case was here before should be read with this, and the statement there made and that just made are a sufficient preliminary for appellate purposes.

We shall go deeper into the facts on the main question, the demurrer to the evidence, and sufficient of the record on the others will appear in due course.

I. Of res adjudicata.

On the first appeal contestees came up on a record showing that the trial court had taken the issue of testamentary incapacity from the jury, but had submitted the issue of 'undue influence, and the jury broke the will, as said. We were then of opinion there was no substantial evidence, direct or indirect, of undue influence. The whole of the evidence was here and properly here on the mental condition of testator. The four judges of Division One were satisfied that contestant was entitled to go to the jury on the issue of [9]*9testamentary incapacity. Contestant bad won his case and, however much be was aggrieved by tbe action of the trial court in taking that issue from tbe jury, be was not ‘ aggrieved ’ ’ by tbe final judgment. Therefore be took no appeal. The question confronting us then was: In reversing tbe judgment (as we were obliged to do) what directions should we give? Should we by our own affirmative- order compel tbe solemn pro-bate of tbe will and thereby put tbe seal of our approval on tbe action of tbe lower court in taking away from tbe triers of fact tbe issue of testamentary capacity, or should we order a rehearing on both issues ?

(1) It is argued that we bad “no jurisdiction” to do anything except order tbe will solemnly probated, because, counsel say, tbe other issue- was. forever foreclosed as a matter of law, however much we might believe it was not a question of law but was a question of fact for tbe jury. Contestees ’ counsel in tbe former case took that view of it, ore tenus and in briefs. Contestant’s counsel took tbe counter view. We were unanimously of opinion that we bad jurisdiction to. open tbe whole case on reversal and order a new trial generally in a will contest, and that it was our duty to do so when justice cried out for it. Accordingly, we so decided and gave tbe reasons for our decision on a construction of section 2083, Eevised Statutes 1909, readr ingin part: “Tbe Supreme Court . . . shall examine tbe record and award a new trial, reverse or affirm tbe judgment or decision of tbe circuit court, or give such judgment as such court ought to have given, or as to them shall seem agreeable to law.”

I am instructed to say for a majority of this court In -Banc that those reasons and that decision on tbe question of our jurisdiction, our duty and power in a will contest remain satisfactory, hence foreclose them as tbe law of this ease.

[10]*10(2) But counsel for contestant now go a step further. They argue that having once held there was substantial evidence of testamentary incapacity and that having opened the case to have that issue threshed out, such holding is res adjudicata on an equivalent or stronger record, as here. Learned counsel on the other side raise no serious question but that the same or equivalent facts are here, but they do not agree to the view that res adjudicata applies to the issue in hand. Their contention, in brief, as we grasp it, is that on the former appeal at the very most the question whether there was substantial evidence of testamentary incapacity was only incidental to the main question involved; that while they briefed and argued our right to consider it, they did not brief the question itself because of the fact that contestant took no appeal and therefore could not complain of that error, if error it was. Hence they say the question is now legitimately here for the first time for full hearing and the doctrine of res adjudicata is inapplicable on the reason of the thing.

It was said by a profoundly learned writer on the philosophy of the law, Dr. von Ihering: “For the law is Saturn devouring her own children.” Whether that grim figure of speech was intended to apply to the lawmaker or to the judge we need not stop to inquire. Courts as a rule do not feed on their own children — allowing their ‘ ‘ opinions ’ ’ that name. Certainly it is true that in order to close litigation that would otherwise be endless, courts have invented the theories of stare decisis and res adjudicata — legal instruments bright with use, though venerable with age. The administration of justice being a practical affair, adjusting itself to work out the right in every concrete case, and not an exact science in a technical sense, those useful doctrines are of constant application as a wise device. On the other hand, as appellate courts exist for the correction (and not the perpetuation) of error, [11]*11they have reserved to themselves the natural human right to change their views and have frequently exercised that right even on the second appeal in the same case under guarded circumstances. The matter has been so lately agitated and held in solution in this court that new exposition would be unprofitable.

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Bluebook (online)
168 S.W. 943, 260 Mo. 1, 1914 Mo. LEXIS 108, Counsel Stack Legal Research, https://law.counselstack.com/opinion/turner-v-anderson-mo-1914.