West v. Lucas

106 Ohio St. (N.S.) 255
CourtOhio Supreme Court
DecidedDecember 26, 1922
DocketNo. 17345
StatusPublished

This text of 106 Ohio St. (N.S.) 255 (West v. Lucas) 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. Lucas, 106 Ohio St. (N.S.) 255 (Ohio 1922).

Opinion

Hough, J.

The court of appeals reversed the ease on two grounds:

[257]*2571. " That the giving before argument óf request No; 3 was prejudicial error.

2. That the trial court failed to charge either before argument, or in the general charge, that the jury in order to return a verdict setting aside the will must be able to find that the evidence of the contestant outweighs both the evidence adduced by the contestees and the presumption arising from the order of the probate court admitting the will to probate.

Request No. 3 reads as follows:

“If you find from a preponderating weight of the evidence that Sarah J. Lucas probably did not acknowledge the paper writing in question to be her last will and testament, in the presence of witness Mrs. Neuby, then I say to you as a matter of law, said paper writing is not a valid will and your verdict should be for the plaintiff.”

Counsel for Ray West, plaintiff below, concede that the giving of the instruction was error, but claim that error was saved from becoming prejudicial by the special finding of the jury in answering two interrogatories.

The jury were asked:

“Q. Did Sarah J. Lucas [the testatrix] sign a paper purporting to be her last will and testament? Answer: No.
“Q. Did Sarah J. Lucas give express direction to any person to write her signature upon the paper purporting to be her last will and testament. A. No.”

Counsel for the defendants in error argue that the evidence is to the effect that she did not write or [258]*258sign her own name, but signed her mark, and that such signing is recognized in law, and that inasmuch as the court nowhere instructed the jury as to the legal effect of signing by mark the answer to the interrogatories did not fully cover the subject, as the jury might properly interpret the question as referring to her physically writing her own signature.

Without considering the latter interrogatory and its answer, and assuming that the evidence all pointed to the conclusion that she did not sign her own name, but signed by mark, there would then be merit in the argument. The jury might well find that the testatrix did not write her own name, and without a comprehensive instruction answer in the negative the question “Did she sign the paper writing?”

The other interrogatory and answer, though following the first, inquired of the jury whether or not the testatrix gave express direction to any person to write her signature upon the paper writing.

The signature to a will by mark in law would not be effective unless the testator gave such express direction to some person to write the signature. This is provided for by statute in Section 10505, General Code, which reads:

“Except nuncupative wills, every last will and testament must be in writing, but may be handwritten or typewritten. Such will must be signed at the end by the party making it, or by some other person in his presence and by his express direction, and be attested and subscribed in the presence of such party, by two or more competent witnesses, who saw the testator subscribe, or heard him acknowledge it.”

[259]*259We have examined the bill of exceptions. The testimony fairly discloses that the paper writing was presented to the testatrix, who was fatally ill and died a few hours later, for signature, and that she was unable to sign. Her un successful attempt is discernible by an examination of the will itself. In addition, there appears the name “Sallie Lucas,” then some distance above appears the cross-mark with the words, “her mark” written alongside.

One of the defendants testified that the testatrix wrote the name “Sallie Lucas,” she, the witness, supporting and steadying her hand while so doing, and that the witness then wrote the words “her mark.” Witness does not remember the cross being made at that time by anybody. Mrs. Coles, the attendant or nurse, and one of the witnesses to the paper writing, testified that the testatrix was not able to sign her name by reason of her fatal condition, being unconscious or semi-unconscious, or in a stupor, and that the witness herself wrote the name “Sallie Lucas,” made the cross with the hand of the testatrix on the pen, and wrote the words “her mark.”

As a reason for so doing, this witness stated that the lawyer had sent word that procedure might be had if the testatrix was unable to write her name. The same witness further testified that the testatrix did not by word, sign, or motion, direct the signing of the name.

There is much other testimony in the record upon the subject of the execution of the will, and many sharp conflicts therein. The above is given to illustrate the character of the testimony, and particu[260]*260larly its .conflicting effect in respect to. the execution of the will.

The jury resolved this conflict in favor of the contestant, when it determined in answer to the two interrogatories, in harmony with the general verdict, that the testatrix did not write her own name or give express direction for anyone else to write it.

With neither of these essentials existing, the will was not signed as provided by law. . The interrogatories were obviously drawn with the statute above quoted in mind, and fully covered the requirements of that statute.

The will not having been signed as provided by law, as shown by the special finding of the jury, which was not inconsistent with the general verdict, the question whether or not Sarah J. Lucas acknowledged the paper writing in the presence of Mrs. Neuby, one of the witnesses, as sought to be developed by request No. 3, becomes unimportant, and therefore not prejudicial error.

The other ground of error found to be prejudicial by the court of appeals, where it found that the trial court failed to charge, either before argument or in the general charge, that the jury in order to return a verdict setting aside the will must be able to find that the evidence of the contestant outweighs both the evidence adduced by the contestees and the presumption arising from the order of the probate court admitting the will to probate, was based upon the decision of this court in the case of Hall, etc., v. Hall, 78 Ohio St., 415.

The Hall case was disposed of by journal entry, and reversed the lower court for the reason that the charge was misleading and erroneous for several [261]*261reasons, one of .which was that it “nowhere distinctly states nor sufficiently emphasizes that the order of probate .of the will, by- the probate court, raises a presumption that the will so probated is the valid last will and testament of Mercy A. Hall; that the court did not clearly explain to the jury the legal effect of the provision of the statute, ‘That the order of probate shall be prima facie evidence of the due attestation, execution and validity of the will or codicil;’ that the jury was not instructed, as it should have been instructed, that before they would be entitled to return a verdict setting aside the will, they must be able to find that the evidence adduced by the contestant, Charles F. G-. Hall, outweighs both the evidence adduced by the defendant, Anne S. Hall, and the presumption arising from the order of the probate court admitting the will to probate as the valid last will and testament.”

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Bluebook (online)
106 Ohio St. (N.S.) 255, Counsel Stack Legal Research, https://law.counselstack.com/opinion/west-v-lucas-ohio-1922.