Jones v. CollinsJones v. Collins
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- McSherry
Syllabus.
Testamentary Capacity—Admissibility of Evidence on Trial of Caveat—Opinions of Witnesses—Insane Delusions—Burden of Proof—Instructions to Jury.
The highest degree of mental soundness is not required in order to constitute testamentary capacity, but one who is of sound and disposing mind, capable of making a valid deed or contract, possesses capacity to make a will.
On the trial of a caveat to a will, involving the question of testamentary capacity, a witness who had stated facts sufficient to authorize him to express an opinion as to the testator‘s mental capacity, was asked whether, from these facts, the testator was, in the opinion of the witness, entirely sane. Held, that this question was improper because the test of testamentary capacity is not entire sanity but the capacity to make a valid deed, and also because the question fails to limit the inquiry to the mental condition of the testator at the time the will was made.
Witnesses for the caveatees, upon the trial of an issue involving mental capacity, after testifying that they had known the testator for a certain number of years and had had various kinds of business transactions with him were asked whether in their opinion the testator was capable of making a valid deed or contract, and others of such witnesses were asked whether they had observed during their intercourse with the testator anything that indicated a lack of mind or of understanding on his part. Held, that both questions are free from serious objection, though the form of the latter is somewhat unusual, and that, since both questions are designed to show competency in general, it is not necessary that they should be directed to the time of the execution of the will.
When witnesses are called to prove the mental competency of a testator they may be asked questions relating to the whole period of their acquaintance with him.
A subscribing witness to a will, who had known the testator for forty years, may be asked for his opinion as to the testator‘s mental capacity without first being required to prove that he made an investigation of the subject at the time of attesting the will.
A physician testified that he had known the testator for thirty years and had prescribed for him at the office, but never attended him. Held, that this witness may be asked his opinion as to the testator‘s mental capacity without first stating the facts in which the opinion was founded and that, as in the case of a subscribing witness, the value of his opinion is to be tested on cross-examination.
Statement of the Case.
At the instance of the caveatees upon an issue involving capacity to make a will the jury were instructed that the testator was capable if he “understood the nature of the business he was engaged in, recollected the property he meant to dispose of, and the persons to whom he meant to give it, and understood the manner in which he disposed of it and the relative claims of the different persons who are or ought to be the objects of his bounty.” Held, that this prayer is not too general under the circumstances of this case.
When it has been shown that a testator was at one time wholly insane, or was insane with lucid intervals, then the burden of proof is upon the party alleging his capacity at the time the will was executed to show that he had fully recovered or that the will was executed during a lucid interval. But when the alleged incapacity was merely a delusion, the burden is on the party attacking the will to show that it was made as the direct effect of such delusion. Consequently instructions to the jury which confound the law applicable to a will made by a man who has once been insane with the law applicable to a will made by one who has suffered from a delusion, are properly rejected.
On the trial of a caveat to a will by which the testator devised nearly all of his estate to his grandchildren, a prayer is not objectionable by which the jury are instructed that even if they found that the testator was actuated by hostility towards his wife and children, yet if he had sufficient capacity to make a valid deed or contract, and the will was in accordance with his own judgment and choice as to the disposition of his property, and that the said hostility was not altogether without cause, then their verdict must be for the defendants.
Caveator‘s 1st Prayer.—That if the jury find from the evidence that the testator, Benjamin I. Jones, for many years after his marriage exhibited no unusual signs of mental disorder, beyond high temper, and further that afterwards as far back as ten to fifteen years or more, he began to show signs of unusual mental disturbance, possessed of delusions that his children were robbing him, and that his wife was aiding and abetting them, and further find that without any reasonable cause he became filled with hatred to both his children and his wife, pursued his wife with deadly weapons when crossed by anything by others, and at times without any immediate cause for anger against any one, would leave his work in the fields and go to his house and without any prelude attack her with
Caveator‘s 2nd Prayer.—That if the jury find that the testator was insane during the paroxysms described in the evidence, then, though they may find lucid intervals, the presumptions of law are that his mental derangement continued and the burden is on the caveatees to show he had a disposing mind during the lucid intervals and at the time he executed the paper-writing offered as his will. (Rejected.)
Caveator‘s 5th Prayer.—If the jury find on all the evidence in the case that the testator was of unsound mind and incapable of making a valid deed or contract when he executed the will offered in evidence, then their verdict on the first issue must be for the caveator. (Granted.)
Caveatee‘s 3rd Prayer.—If the jury find from the evidence that Benjamin I. Jones was at the time of executing the will offered in evidence, of sound and disposing mind, and capable of making a valid deed or contract, then he had sufficient mental capacity under the law of Maryland to enable him to make a valid will, and what is meant by the words sound and disposing mind and capable of making a valid deed or contract in respect to making a will is, that he understood the nature of the business he was engaged in, recollected the property he meant to dispose of, and the persons to whom he meant to give it, and understood the manner in which he disposed of it, and the relative claims of the different persons who are, or ought to be, the objects of his bounty. (Granted.)
Caveatee‘s 7th Prayer.—That even if the jury believes that Benjamin I. Jones was actuated by hostility or aversion towards his wife and children, if the jury find that he had
OPINION
PEARCE, J., delivered the opinion of the Court.
This is an appeal from rulings of the Court below at the trial of issues sent from the Orphans’ Court of Worcester County, on a caveat to the last will and testament of Benjamin I. Jones.
Two issues were sent to the Circuit Court: First, “Was Benjamin I. Jones of sound and disposing mind, and capable of making and executing a valid deed or contract at the time of making and executing a paper-writing bearing date February 7th, 1900, purporting to be his last will and testament, and offered to the Orphans’ Court of Worcester County for probate.” The second inquired whether he was induced to make and execute said paper-writing by fraud and undue influence practised on him, but this was apparently abandoned at the argument in this Court and it is unnecessary to set it out here in full.
On these issues the jury rendered a verdict for the caveatees and the caveator has appealed.
By the will offered for probate the testator bequeathed to each of his four children one dollar, and to his wife seven hundred dollars in lieu of dower in all his real estate upon
We will consider first the questions of evidence. Mrs. Mary Gootee testified for the caveator that she was the sister of the testator‘s wife, and had known him ever since his marriage; that at first she observed nothing in his behavior different from that of other men; that after his marriage she became better acquainted with him and her acquaintance continued up to his death; that she was accustomed to go to his house and had seen some pretty bad behavior there; that he abused his wife and called her ill names with bitter oaths, and that his wife gave him no cause for his conduct; that he would get mad when he was at work in the field and abuse her for everything; that she left her husband seven or eight times, or a dozen, he had been so bad to her; that he would run her off in the night and she would go to witness’ house or other places; that on one of these occasions her husband came after her, and she told him she had gone back so many times and could not stay that she would not go then, and he got his knife out after her, and witness got between them. That the year before the time of her testifying he came to witness’ house on Sunday and wanted his daughter and Ben (his son) put up as a target to shoot at, right in her yard. That there was no cause for such talk but talking about the money he lost with the Halls. That about five years before that time a cancer developed on his head, that it was removed and reappeared in his ear, and that after this his mind would fly off.
The caveators counsel then asked her this question: “Now, Mrs. Gootee, from your acquaintance with Mr. Jones, and from the facts you observed with regard to him, is it your opinion that Mr. Jones was entirely sane,” to which question the caveatees objected, and the Court sustained the objection. This constitutes the first exception. Counsel upon both sides
In Higgins v. Carlton, 28 Md. 115, an instruction was ap
But another fatal objection to the question is, that being directed not to the proof of capacity, but of incapacity, it is essential to show that such incapacity existed at the date of the execution of the will and this question fails so to direct or
Upon the other ground of objection it must be observed that these witnesses were called to prove competency, and that, as reflecting upon the charge of incompetency, the range of inquiry covers any period either before or after the execution of the will. This was decided in Townshend v. Townshend, supra, where the question “the whole period of the witness acquaintance with him,” and was emphasized in the last case in this Court. Brashears v. Orme, supra.
We therefore find no error in these rulings.
In the ninth exception, Dr. Geo. W. Bishop testified that he
The second exception yet remains to be considered. The
A majority of the Court is of opinion that this question was properly allowed as falling within the general principle expressed in Crockett v. Davis, 81 Md. 149, in these words: “It is well settled in this State that a physician can testify as to the mental capacity of a testator without first stating the facts and circumstances on which the opinion was formed;” and that, as in the case of a subscribing witness, the weight of his opinion is to be tested upon cross-examination. From this view, as applicable to the question propounded to Dr. King upon the foundation laid in this case, the writer of this opinion emphatically dissents, and his views upon this exception will be appended to this opinion.
This brings us to the rulings upon the prayers, and in these we find no error.
As the record shows no evidence whatever was offered to prove fraud or undue influence, the appellees’ second prayer may be taken as conceded.
The appellees’ first, fourth and fifth prayers are open to no criticism that we can perceive, and no objection was urged to them in argument.
The only criticism directed to the appellees’ third prayer is that while it is in the very language of the prayer approved in Brown v. Ward, 53 Md. 382, it is not qualified, as in that case, by requiring it to be considered in connection with all the other instructions granted upon that subject. But we do not think the definition of the words “sound and disposing mind and capable of executing a valid deed or contract” is too
It is urged in objection to appellees’ sixth prayer that it requires the jury to find for the defendant on the first issue if they believe the testator was capable of executing a valid deed or contract at the time of executing the will, though they may have believed him incapable at some prior time; and that the prayer should have instructed the jury that the burden of proof was on the caveatees to show recovery from incapacity. This is the correct rule where permanent insanity is established, or insanity with lucid intervals. In the one case the caveatee must show full recovery, and in the other, that the will was executed in a lucid interval. But where the alleged incapacity is the result of an insane delusion the burden is on the caveator to show that the will is the direct offspring of such delusion.
We perceive no objection to the appellees’ seventh prayer. In Brown v. Ward, 53 Md. 392, it was said: “A person entertaining a violent dislike to another may be actuated in so doing by a fancied and unusual cause, yet it would not necessarily be such a delusion as would justify his being pronounced insane. If there was a sufficient cause for such antipathy to those nearest in relation and blood, it would not invalidate the will, if its provisions were in accord with his own judgment and choice,” and the jury found he had the degree of testamentary capacity described in the caveatees third prayer.
The appellant‘s first prayer appears to be based partly upon the law applicable to confirmed insanity, and partly upon that applicable to intermittent insanity with lucid intervals, and as framed would be misleading to the jury, even if the legal propositions sought to be embodied therein were correct when analyzed and separated.
In addition to this there are recited therein numerous alleged facts of which there is no evidence in the record, and this alone would require its rejection.
The appellant‘s second and third prayers attempt to apply to occasional paroxysms of mental disturbance, the rule ap
The appellant‘s fourth prayer reversed the rule relating to the burden of proof in case of mental delusions, and could not therefore have been granted.
It results from the views of the majority of the Court that the rulings of the Circuit Court must be affirmed.
Rulings affirmed.
Separate Opinion by Pearce, J.
PEARCE, J., delivered the following opinion upon the Second Exception.
The foregoing opinion expresses the view of the majority of the Court upon the second exception, but not the view which I entertain. I regard the question as one of importance, not directly within the scope of any decision in this State, and not ruled, so far as I am informed, by any decision elsewhere precisely in point.
After careful consideration I am unable to adopt the view of the majority upon this exception, and believe the conclusion I have reached will commend itself to sound reason and is logically deduced from the views of our own and other Courts to which I shall refer. The question I am considering was evidently admitted upon the assumption that it fell within the general principle declared in Crockett v. Davis, 81 Md. 149, and alluded to in the opinion of the Court, and nothing that I shall here say can be properly regarded as impairing the authority of the rule there laid down or of the principle upon which it rests. This rule, as I understand it, does not imply that a physician may testify without being in possession of facts and circumstances on which to form an opinion, but that being in their possession, he is not required to state them as ordinary witnesses must do, and in my opinion this case does not fall within the operation of the rule invoked, because the record fails to show that the witness had any such knowledge of the testator as would enable him as a medical man to form a professional opinion, without which he must
In Waters v. Waters, 35 Md. 542, the Court said, “It ought to appear that the witness had an opportunity of forming a rational opinion“; and while these words were spoken of one who was neither a subscribing witness nor a medical expert, they are logically applicable to any witness called upon such
The physician‘s privilege to testify his opinion in such cases is his, because his profession makes him an expert, first, when he is shown to have had the means of adequate personal observation, and second, when hypothetical questions are properly propounded to him, or when his opinion is given upon the facts stated by others in his hearing. Now recurring to the principle upon which the rule is declared to rest in Waters v. Waters, supra, let us apply that test to the testimony of Dr. King. As was said by this Court in Safe Deposit and Trust Co. v. Berry, 93 Md. 560, “The witness, though a physician, was not an alienist, and did not attend the testator professionally;” and it was held that the reasons given by Dr. Bell for the opinion he expressed were too inconclusive to warrant any expression of opinion as to Mr. Berry‘s mental capacity. In the present case, Dr. King says: “I never attended him; only prescribed for him twice, about two years ago and again during February of the present year.” Thus he anticipated the Court in declaring that these two casual prescriptions did not constitute him a medical attendant, and I do not think they can be held, for the purpose of affording him the opportunity of forming a rational opinion, the equivalent of medical attendance. For what ailment did he prescribe? It may have been for an ordinary cold, or for some accidental wound
In Prinsep and the East India Co. v. Sombre, 10 Moore‘s Privy Council Cases 232, DR. LUSHINGTON said: “The judges of the Prerogative Court where questions of insanity are so frequently mooted, have always held that the most important evidence, where medical persons have been examined, is the facts to which they depose, rather than the opinions they have formed; that Court holding it more proper to draw its conclusions from facts rather than from the inferences of others however skilled in cases of insanity; not that the opinions of medical persons are disregarded but that the facts deposed to furnish the safest evidence on which a judgement can be founded.” In Commonwealth v. Rogers, 7 Metcalf, 500, CHIEF JUSTICE SHAW has thus stated the basic principle upon which such testimony is received; “Some questions lie quite beyond the scope of the observation and experience of men in general,
In Stackhouse v. Horton, (2 McCarter), 15 N. J. Eq. 202, CHANCELLOR GREEN said: ”The abstract opinion of any witness, medical or of any other profession is not of any importance. No judicial tribunal would be justified in deciding against the capacity of a testator upon the mere opinion of witnesses * * * however numerous or respectable. The opinion of a witness must be brought to the test of facts that the Court may judge what estimate the opionion is entitled to.”
In Commonwealth v. Rich, 14 Gray, 335, which was a case of murder, the Massachusetts Court held that “a physician who has not made the subject of mental disease a special study, is not competent to testify whether a person living in his neighborhood and well known to him, but who had never been his patient, was competent to apply the rules of right and wrong in a state of circumstances concerning which he was under high excitement or the influence of an uncontrollable impulse.”
In Hastings v. Rider, 99 Mass. 622, it was held: “On the issue whether an instrument offered for probate as a will was executed when the testator was of sound and disposing mind, the opinion of physicians who attended him professionally during a sickness in which he executed it, are admissible in evidence as to his mental capacity to make a will immediately before and after its actual execution, accompanied by statements of the symptoms and appearances on which such opinions were founded, though they were not family physicians of the testator, nor had made special study of mental disease.”
Through all these decisions there runs the same controlling idea, which our own Court in Waters v. Waters, supra, has formulated in the declaration that “it ought to appear that the witness had an opportunity to form a rational opinion.” Suppose in the case before us that Dr. King had answered he did not consider the testator capable of executing a valid deed or contract, would it not shock any judicial tribunal to think of putting it in the power of a jury upon such testimony to decide against the capacity of a testator, and could we hesitate, if the jury in this case had so decided, to grant a new trial? We all know how controlling is the testimony of a competent and trusted physician in such cases, where it accords with the inclination of jurors, whatever direction that inclination may take. It was the perception of this paramount influence which induced this Court in Safe Deposit and Trust Co. v. Berry, supra, to disapprove a prayer, which, while not specifically saying that the opinions of the medical experts tended to prove the testator‘s mental incapacity, yet by directing the jury to consider them in connection with all this other evidence was regarded as giving undue prominence to these opinions. I can perceive no just ground for discrimination in our ruling upon this question because the jury sustained instead of setting aside the will. The next case presented to us might confront us with that situation, and we should so deal with the question now as we should then deal with it, if presented for the first time. To my mind it is clear that the question put to Dr. King was improperly allowed, upon the foundation disclosed in the record, and that for error in its