Ward v. Ward

87 So. 153, 124 Miss. 697
Mississippi Supreme Court·Decided October 15, 1920·No. No. 21320·Published·Cited by 10 cases

Opinion

Sykes, J.,

delivered filie opinion of the court.

Ben L, Ward left surviving him at his death his wife, Mrs. Sallie Ward, and no children. By will he devised to his wife a life interest in a part of his real estate, with [705] remainder to some nieces and nephews. The balance of his real estate was devised to these same nieces and nephews. After Mr. Ward’s death the will was offered for probate, and a caveat was filed against its probation by Mrs. Ward, the widow, and an issue of devisavit vel non was made. The two questions presented under this issue were lack of testamentary capacity and undue influence. These two issues were submitted to the jury, and a verdict returned in favor of the contestants.

It is first contended by the appellants, proponents of the will, that a peremptory instruction should have been given in their favor on both of these issues. After a careful examination of the testimony we are of the opinion that the jury could ha,ve found in favor of either side on either of these issues, and that on both issues it was a question of fact for the jury.

The will was prepared by Hon. Percy L. Guyton in the sickroom of the testator. It was signed by the testator and by N. D. Skelton and L. S. Prevost as witnesses. The proponents failed to introduce either Skelton or Prevost to prove the due execution of the will. Both of these witnesses were placed upon the stand by the contestants. The substance of their testimony is that they went to the home of the testator at the request of his brother, R. S. Ward; that Mr. Guyton requested them to sign the will as witnesses, and that they did so; that they were not requested to sign it by the testator, but signed it in his presence. They then testified that in their opinion the testator did not have sufficient testamentary capacity to make a will.

It is contended by the appellee that a peremptory instruction in her favor should have been given in the lower court, because the contestants failed to prove by the two witnesses to the will the signing, publication, and attestation as required by section 1991, Code of 1906 (section 1656, Hemingway’s Code). This section provides that the due execution of the will must be proved by at least one of the subscribing witnesses, if alive and a resident in the state, and competent to testify.

[706] The case of Martin v. Perkins, 56 Miss. 204, is relied upon by the appellee. It is held in that case that the subscribing witnesses to the will must be examined, that they are the only competent witnesses to the signing, publication, and attestation, but that others are equally competent to speak of the mental condition of the testator at the time of the making of the will. t

From an examination of the entire testimony of these two attesting witnesses its effect is that the testator signed the will in their presence, and that they were requested to sign it as witnesses by Mr. Guyton, who drafted the will, which request was made in the presence of Mr. Ward, which in effect was really the request of the testator, provided he possessed sufficient testamentary capacity. The case of Martin v. Perkins, also held that the capacity or incapacity of the testator may be proved by other than the attesting witnesses to the will. The attesting witnesses to the will may express an opinion as an expert as to the capacity of the testator, while other nonexpert witnesses are confined to a narrative of facts and the conduct of the testator, and base their opinion upon these facts.

The rule that the due execution of a will may only be proved by one of the two attesting witnesses thereto has been modified in this state. In the case of Helm v. Sheeks, 116 Miss. 726, 77 So. 820, it was held that it Avas the duty of the proponent of the will to produce one of the subscribing witnesses, if Avithin the jurisdiction of the court, or to take his deposition if that could be done; that the testimony of the subscribing witness is the best evidence, but if these witnesses cannot be produced, or if produced will not testify to the execution of the will, or are not able to recall the facts, then secondary evidence may be introduced. To the same effect is Williams v. Moorehead, 116 Miss. 653, 77 So. 658.

In this case the proponents should have introduced these two attesting witnesses, Avho were within the jurisdiction of the court, and as a matter of fact Avere witnesses present [707] at the trial. Their failure to introduce them, however, was corrected by' the contestant’s introducing them.

The testimony of Mr. Guyton was to the effect that the will was properly executed, and that the testator had sufficient testamentary capacity to make a will. Under this testimony the contestants were not entitled to a peremptory instruction.

Mrs. Sallie Ward, the widow, over the objection of the proponents, testified that she had not been guilty of any misconduct as the wife of the testator, and that she had not admitted to the testator that she had written some letters, or been guilty of any improper conduct. She testified that she had been a true wife, and had nursed- and waited upon her husband during his illness. She also testified to an irrelevant matter about some money and personal property being turned over or taken by the appellant, E. S. Ward, during the lifetime of her husband, and of the visits of the appellant to her husband, and that after these visits her husband was not as affectionate toward her as he Avas before; that she Avas present at the house when Mr. Guyton was there, but did not know what was done at that time, because it was kept a secret from her. She testified to other conferences in the house between her husband, appellant, and John Ward, Avhich she was not permitted to attend. This testimony directly tended to sustain the contention of the contestants upon the question of the undue influence exerted upon the testator by the appellant, E. S. Ward, and consequently Avas to establish her claim as the widoAV against the estate of the deceased, and was not admissible. Whitehead v. Kirk, 104 Miss. 776, 61 So. 737, 62 So. 432, 51 L. R. A. (N. S.) 187, Ann. Cas. 1916A, 1051; Graham v. Taylor, 117 Miss 736, 78 So. 706; Cooper v. Bell, 114 Miss. 766, 75 So. 767; Helm v. Sheeks, 116 Miss. 726, 77 So. 820.

There Avas a great deal of incompetent testimony intro-ducted by both sides about matters in no way concerning the issues. The two questions for the jury to decide were: First, whether the testator had sufficient testamentary [708] capacity to make the will; second, whether or not he was so undnly influenced by the appellant, E. S. Ward, that his will was subdued and subordinated by the will of R S. Ward and the free agency of his mind thereby taken away, and the instrument really made to speak the will of E. S. Ward. A great many nonexpert witnesses in the case were permitted to express their opinion as to the capacity or lack of capacity of the testator without first stating the facts upon which this opinion was based. This court has repeatedly held this to be error. Martin v. Perkins, supra. This rule is aptly stated in the opinion in Sheehan v. Kearney, 82 Miss. 688, 21 So. 41, 35 L. R. A. 102, as follows:

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