Wilson v. Wilson

7 Ohio N.P. 435, 7 Ohio N.P. (n.s.) 435
Licking County Court of Common Pleas·Decided April 15, 1908·Published·Cited by 1 cases

Opinion

Seward, J.

(orally).

This ease is submitted to the court upon a motion for a new trial. It is an action brought to contest the will of James P. Wilson. It was tried to a jury, -and resulted in a verdict setting aside the will of James P. Wilson. The charges made in the petition are undue influence and mental incapacity. The grounds of the motion for a new trial are, first, for errors in the charge; second, error in the exclusion of a deed, which was offered in evidence, and was excluded- because it was not shown to have been executed by James P. Wilson; third, for permitting the plaintiff to testify as to the mental capacity of the testator.

Several deeds were permitted to go to the jury, simply for the purpose of showing that James P. Wilson had been transacting business, and the nature of the business; what he did at that time, and how the business was transacted. What he did [436] might reflect upon bis mental capacity, and the court permitted his acts -to go to the jury for that purpose alone. One deed to .a man named Stare, I believe, was offered in evidence. Objection was raised to.the introduction of that deed; in fact, objections to all of these deeds were made, first, for reasons that they were incompetent in any view of the case. The court did not think that was so. It thought the deeds were competent, to show the nature of the business he was transacting, and how he transacted it; whether as a sane and mentally capacitated man would transact such business or not.- Objection was made to the last deed, because it was not shown that it was executed by James P. Wilson. The record of that deed was introduced in evidence, and it is claimed now, and I think- well • claimed, that, if there is‘a record of the deed, duly recorded in ithe recorder’s office, proof of its- execution is not necessary; and while the court thinks that, possibly, there was an error in refusing to permit the deed to go in evidence, .still the testimony was purely cumulative. , Several other -deeds were introduced in evidence, to the same import, and for the sanie -purpose, and the court thinks the testimony was purely cumulative; and it dogs not think the verdict ought to be set .aside for that reason.

As to the first ground of error, the charge of the court, it is claimed that the court should have charged the jury that they must not -only find by a preponderance of the evidence, but that there must be sufficient evidence introduced to overcome the prima facie case made by the introduction of the will and its probate. And the Supreme Court has so held. They so held in a case recently, reported on May 18. This is the case of Anne S. Hall v. Charles F. G. Hall. There is no complaint but what the court stated the law p-r-operly as far as it went, but it is claimed that it should have gone further, and stated that there must not only be a preponderance of the evidence, blit sufficient evidence to overcome the prima facie ease made by the .introduction of the probate of -the will. This is the entry of the Supreme Court:

“This cause came on to be heard upon the transcript of the record of the Circuit Court of Hamilton County, -and was [437] argued by counsel. On consideration whereof it is ordered and adjudged by this court that the judgment' of the said circuit court be and the same is hereby reversed, for the reason that the charge to the jury is misleading and erroneous, in 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 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 due attestation, execution and validity of the will or codicil.’ ”

It is claimed that the court did not do that in this ease. That the jury was not instructed, as they should have been instructed, that the order of probate of the will raises a presumption that the will so probated is the valid will and testament of James P. Wilson.

Now, let us see about that. I think the court gave that in that exact language, or with .a slight variation. The court said to the jury, before the argument:

“Capacity to make a will requires that James P. Wilson, at the time the will was made, possessed sufficient mind to know and understand what he was doing, and sufficient mental capacity to know and understand the nature and extent of his property, and the persons who would naturally be the objects of his bounty, and that he was able to keep those things in mind long enough to form a rational judgment in regard to them.”

It was given after the argument, too:

“You are instructed that the order of the probate of this will is prima facie evidence of the due attestation, execution "and validity of such will, and before the jury is entitled to return a verdict setting aside the will, they must be able to find that the evidence adduced by the plaintiff outweighs both the evidence adduced by the defendants and the presumption arising from the order of the probate court admitting the will to probate as the valid last will and testament of James P. Wilson.”

So, that identical proposition went to the jury before the argument, and went to them, in their retirement, in writing.

Now, as to the question of permitting Joseph B. Wilson, the plaintiff, who was interested as a legatee, to testify as to the [438] mental capacity .of his father, the testator. It is claimed that the court erred in permitting him to testify .as to his condition. The court is cited to .Thompson’s Ohio Trial Evidence, Section 1115, in which it is said:

“The adjudicated cases differ upon the rule as to the admissibility of declarations of a devisee or legatee as to the mental incapacity, of the testator, where such declarations may affect others not in privity with such devisee or legatee. In speaking of the rule as to the admissibility of declarations made by one of several parties to the record, Mr. Greenleaf says: ‘Nor are the admissions of one of several devisees or legatees admissible -to impeach the validity of a will, where they may affect others not in privity with him.’
“The judge of a common pleas court in the case-stating the rule from Mr. Greenleaf further said: ‘I -think -an examination of the most carefully considered cases will show that the declarations of a devisee or legatee in disparagement of the testator’s capacity — not made in the presence of other devi-sees and legatees who are interested in sustaining the will, nor in the presence of the testator: — can not- be offered by the party seeking .to set aside the will in an action to try its validity; nor will the fact that the declarations were made in the lifetime of the testator by .a member of his family, who is a party defendant, make’ any difference. ’ ”

I am also cited to the 13th Ohio State, 356, which is to the same effect:

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Wilson v. Wilson, 7 Ohio N.P. 435, 7 Ohio N.P. (n.s.) 435 (Ohio Super. Ct. 1908).

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