West v. Henry

173 Ohio St. (N.S.) 498
CourtOhio Supreme Court
DecidedJuly 5, 1962
DocketNo. 37178
StatusPublished

This text of 173 Ohio St. (N.S.) 498 (West v. Henry) is published on Counsel Stack Legal Research, covering Ohio Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
West v. Henry, 173 Ohio St. (N.S.) 498 (Ohio 1962).

Opinion

Per Curiam.

The appellant makes the following assignment of errors:

1. “The trial court erred in charging the jury on the subject of the testamentary capacity of the testator, there being no testimony or other evidence of testator’s incapacity.”

2. “The trial court erred in charging the jury by misquot[500]*500ing the law of Ohio, to-wit: Ohio Revised Code Sec. 2107.02, with regard to who may make a will.”

3. “The trial court erred in charging the jury that undue influence and mental capacity ‘are not separate questions, that you decide independent of each other. They are so interrelated that your determination of them may require you to consider them somewhat together *•* V ”

4. “The trial court erred in charging the jury that a preponderance of the evidence is evidence ‘which has a more convincing power upon your mind, not necessarily evidence offered by the plaintiffs against that offered by the defendants # * V ”

5. “The trial court erred in charging the jury to pay particular attention to the testimony of defendant-appellant.”

6. “The trial court erred in charging the jury on the subject of how the testator’s estate would be disposed of had she died without a will, which instruction opened the door for the jury to rewrite the decedent’s will.”

7. “The trial court erred in refusing the defendant the right to open and close the evidence and argument as required by law.”

8. “The trial court erred in admitting hearsay evidence over the objection of the defendant.”

9. “The trial court erred in admitting into evidence the Probate Court records of the testator’s deceased husband who had died prior to the decedent’s making a will. ’ ’

10. ‘ ‘ The Court of Appeals erred in affirming the trial court as the judgment was against the manifest weight of evidence there being insufficient evidence to sustain a verdict for the plaintiffs.”

The court has examined the entire record in this case with great care. Error was committed in the trial of the case. The appellees contend that many of the errors assigned in this court were not assigned as errors in the Court of Appéals, and that other errors assigned in this court were waived at trial in the Common Pleas Court.

The tenth assigned error-, “there being insufficient evidence to sustain a verdict for the plaintiffs,” was assigned in the Court of Appeals and is assigned here. The court will examine this first.

[501]*501There is no testimony or other evidence of lack of testamentary capacity in the record.

If the judgment invalidating the will and codicil is to be sustained on this record, it must be done upon the ground of undue influence or restraint.

“* * * undue influence invalidating a will is that which substitutes the wishes of another for those of the testator. * * * It must be such as to control the mental operations of the testator in the making of his will, overcome his power of resistance, and oblige, him to make a disposition of his property which he would not have made if left to act freely according to his own wishes and pleasure.” 57 American Jurisprudence, 258, 259, Wills, Sections 350 and 351.

Similarly, “undue influence to avoid a will must so overpower and subjugate the mind of the testator as to destroy his free agency and make him express the will of another rather than his own, and the mere presence of influence is not sufficient. Undue influence must be present or operative at the time of the execution of the will resulting in dispositions which the testator would not otherwise have made.” 94 Corpus Juris Secundum, 1064, Section 224.

G-eneral influence, however strong or controlling, is not undue influence unless brought to bear directly upon the act of making the will. If the will or codicil, as finally executed, expresses the will, toishes and desires of the testator, the will is not void because of undue influence.

The essential elements of undue influence are a susceptible testator, another’s opportunity to exert it, the fact of improper influence exerted or attempted, and the result showing the effect of such influence.

The mere existence of undue influence, or an opportunity to exercise it, although coupled with an interest or motive to do so, is not sufficient, but such influence must be actually exerted on the mind of the testator with respect to the execution of the will in question. It must be shown that such influence, whether exerted at the time of the making of the loitt or prior thereto, was operative at the time of its execution, or was directly connected therewith. It must be shown that undue influence was exercised with the object of procuring a will in favor of particular parties.

[502]*502It is well stated, as follows, in. 94 Corpus Juris Secundum, 1074, Section 224:

“The fact that the will of the testator of admitted testamentary capacity disposes of his property in an unnatural manner, unjustly, or unequally, and however much at vaiiance with expressions by the testator concerning relatives or the natural objects of his bounty, does not invalidate the will, unless undue influence was actually exercised on the testator.”

The general rule established by the overwhelming weight of authority, and followed by the Ohio courts, is that declarations of the testator not made contemporaneously with the execution of the will or so near thereto as to constitute a part of the res gestae are not admissible as substantive proof of the fact of undue influence. Annotation, 79 A. L. R., 1449; Van Demark v. Tompkins, Exr., 121 Ohio St., 129, 167 N. E., 370.

Section 2741.05, Revised Code, which provides that “on the trial of the issue made up as provided in Section 2741.04 of the Revised Code, the order of probate is prima facie evidence of the attestation, execution, and validity of the will or codicil,” places the burden of proof upon the contestants. Banning v. Banning, 12 Ohio St., 437; Mears v. Mears, 15 Ohio St., 90; Converse v. Starr, Admr., 23 Ohio St., 491; Kennedy, Exr., v. Walcutt, 118 Ohio St., 442, 161 N. E., 336.

A presumption arises from the order of admission of the will to probate that the testator was free from restraint. The burden of proving undue influence is upon the contestants, under Section 2741.05, Revised Code.

The plaintiffs called eight witnesses. Of these eight, five witnesses, Mrs. Hackney, the deputy clerk of the Probate Court, Forrest Walraven, husband of June West Walraven and son-in-law of Mrs. Eva West, one of the contestants, Evelyn West Vandervort, Mrs. Eva West, daughter of the testatrix, and Mrs. Bertha Brinson, friend of Mrs. Faye Davis, gave no testimony which was in any way related, directly or indirectly, to the question of undue influence or restraint.

The entire record in this case, including all the testimony and other evidence, has been examined with great care. The contestants rely almost exclusively upon testimony concerning declarations made by the testatrix. There is no evidence in this record of undue influence or restraint upon the testatrix. The [503]

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Related

Van Demark v. Tompkins, Exr.
167 N.E. 370 (Ohio Supreme Court, 1929)
Kennedy v. Walcutt
161 N.E. 336 (Ohio Supreme Court, 1928)

Cite This Page — Counsel Stack

Bluebook (online)
173 Ohio St. (N.S.) 498, Counsel Stack Legal Research, https://law.counselstack.com/opinion/west-v-henry-ohio-1962.