Varner v. Varner

9 Ohio Cir. Dec. 273
CourtPutnam Circuit Court
DecidedMarch 15, 1898
StatusPublished

This text of 9 Ohio Cir. Dec. 273 (Varner v. Varner) is published on Counsel Stack Legal Research, covering Putnam Circuit Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Varner v. Varner, 9 Ohio Cir. Dec. 273 (Ohio Super. Ct. 1898).

Opinion

Price, J.

The case in the lower court was brought, by the plaintiffs in error to contest the will of Jacob Varner, deceased, who was the father of the parties to the action.

The will was executed on July 8, 1889, and the grounds of contest set out in the petition and made the issue at the trial are two, viz.: —First. That the testator was not of sound mind and disposing memory when he executed the will.

Second. That it was the result of undue influence exercised over the testator by Asa Varner and his wife.

The jury sustained the will, and error is prosecuted to reverse the judgment rendered on the verdict. The charge of the court must have been satisfactory, as no exception was taken to any part of it, and while the plaintiff submitted certain charges which were requested to be given to the jury, we find no error in their refusal, and they are. not of sufficient importance to warrant their discussion now.

Objections were made by plaintiff to very many questions propounded to witnesses for defendants, which the court permitted to be answered, and its rulings upon the same are assigned for error. But, after a careful consideration of the questions thus raised, we see no error [274]*274in the record except upon two branches or classes of testimony introduced by the defendants in support of the will. As to all other points raised, we do not regard them of interest to the profession at large, and will give them no room here.

But the two subjects referred to, seriously involve the rights of the parties and deserve more than a passing notice.

(1.) The plaintiffs introduced a former will executed by Jacob Varner, in which he made a disposition of his property very different from that contained in the will now in controversy, and Asa, defendant, was the beneficiary by the change of the testator’s mind. By the former will he would have received but a moderate portion of the father’s estate. By the provision of the present will, if it stands, he will receive the bulk of the estate.

The former will was competent evidence to show not only a -radical change of mind within a brief period, but, also, that as the testator resided with Asa, it might tend strongly to support the charge of undue influence over the testator, exercised by his son.

The defendants, in meeting the effect' of this evidence produced a witness, John Beard, who had written a will for the wife of Jacob Varner, the mother of the parties to this action, which will was executed prior to the date of the first will of the father, and in which the mother recognized Asa, in a liberal legacy, in fact giving him most of her property. This will had been destroyed, and Beard was allowed to testify to its contents. To this plaintiffs excepted. The defendants also introduced the second will of the mother, executed in the year 1888, prior to the will now involved, wherein she cut Asa off with but one dollar.

The record contains evidence tending to prove that the provisions of the latter will of his wife had come to the knowledge of Jacob, the father, at the time he executed the will now in contest. Another fact appearing in the record is. that not the best of feeling existed between the father and mother of these children wheti the several wills were made.

In the light of these facts, we think it was competent for the defendants to show the disposition the mother made of her property, especially as to Asa, in her will of 1888, because it would tend to account for the provision as to Asa in the will of the father executed in 1889, wherein he was devised the larger part of the estate. A motive could be thus found for the difference between his former and latter wills, and to reason, that, because the mother had cut Asa off, and, that it was his duty to so change his will as to protect him, reflects on the testamentary capacity of the father in the provisions of his last will and testament.

So far we find no fault with the admission of evidence.

But defendants were not content with the latitude allowed them, and under the name of “further cross-examination,” William J. Varner and other plaintiffs were called to the stand by defendants, and asked the value and extent of the mother’s property in 1887 and 1888. This examination should not have been permitted. If Jacob, knowing the nature of his wife’s will, changed his in 1889, he did it, we assume, knowing what property she owned and how she disposed of it, and the reasons or motive which operated on his mind then, was the object to be shown, and not a value placed upon it by witnesses on the trial many years thereafter.

But if we let this pass,'we find another advance through the door thus opened.

[275]*275Under the guise of “ further cross examination,” the plaintiffs were further inquired of regarding a family meeting held at the residence of Isaiah Varner in the year 1891, when the mother made a division of her property among the children other than Asa. This was a transaction about two years after Jacob had executed the will in question.

The following questions were answered over objection :

“ What amount did she divide up among the children ?”
Answer : “ I think each one got somewhere in the neighborhood of $300 at that time.” Question. “ And which ones did she leave this to ? ” Answer: “ Well, all that were there.” Question, “ Well, Asa was not there?” Answer: “No, Asa was not there.” Question. “And he didn’t get anything you know of? ” Answer: “ Not at that time.”

Each of the plaintiffs was asked how much he or she received at this distribution.

In the first place, it is not easy to see why the right to ask these questions was labeled “ further cross examination.”

The plaintiffs had not entered upon such inquiries, and they had no right to do so, and the evidence was clearly incompetent whether given as defensive, or under the name of “ further cross examination.” It is not enough to say that the purpose was to prove that the distribution was made according to the will of the mother executed in 1888. If that be so, how could that throw light on the mental capacity or motives of Jacob, when he signed his will in 1889?

If this distribution was known to Jacob, in 1891, when it was made by his wife, all that can be said of it is, that he saw jio reason to alter his will, and the argument amounts to the claim that because he did not change his will, he therefore was of sound mind when he made it two years previous.

From ever}’ point of view we consider the evidence incompetent and its admission substantial error. If it was legitimate to show what the plaintiffs received from their mother two years after the date of the father’s will, it would always be legitimate to prove that plaintiffs received gifts from others, or by economy and thrift, had acquired wealth and did not need the bounty of their father. .

Akin to this class of testimony was an inquiry made of Asa, when on the stand as a witness to sustain the'will. Question. “'What, if any money or other valuable thing of any kind did your mother give you ? ” Answer: “ She never gave me anything.”

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Bluebook (online)
9 Ohio Cir. Dec. 273, Counsel Stack Legal Research, https://law.counselstack.com/opinion/varner-v-varner-ohcirctputnam-1898.