114 S.W.2d 1035 | Mo. | 1938
Lead Opinion
This cause contests the will of J. Frank Proffer, deceased. The cause was filed in Cape Girardeau County, but the venue was changed to Scott County. The ground for contest was lack of mental capacity. Plaintiff and defendants are sisters and brothers, and are the only children of the testator. Eugie Proffer Freeman was made a defendant, but filed no answer. She actively participated as a contestant. The verdict of the jury was in favor of the contestants and the judgment entered thereon set the will aside. Luther Proffer appealed, and the appeal was to the Springfield Court of Appeals. That court transferred the cause to this court on the theory that title to real estate is involved. [Proffer v. Proffer, 106 S.W.2d 51.]
Contestant (plaintiff below and respondent here) contends that title to real estate is not involved in the constitutional sense, and filed here a motion to transfer back to the Court of Appeals. This motion was taken with the case. On the other hand, contestee, appellant, says that title in the constitutional sense is involved and that jurisdiction of the appeal is in this court. There is no ground to give this court jurisdiction of this cause, except on the theory that title to real estate in the constitutional sense is involved. We first rule this question.
[1] Under Section 12 of Article 6 of the Constitution, and Section 5 of the Amendment of 1884, if a case involves title to real estate, jurisdiction of an appeal of such case is in the Supreme Court. "To involve title within the meaning of the Constitution a judgment must adjudicate a title controversy. The judgment sought or rendered must be such as will directly determine title in some measure or degree adversely to one litigant and in favor of another; or, as some of the cases say, must take title from one litigant and give it to another." [Nettleton Bank v. McGaughey's Estate,
The subject of when title to real estate is and is not involved, is considered quite at length in the Nettleton Bank case, and the excerpt above from that case defines, in general terms, about as well as can be, when and when not title is involved. The case of Karl v. Gabel,
The cases are numerous that a suit to set aside a deed involves title to real estate, and we can perceive no difference in reason and principle, so far as concerns the question of title, in a suit to set aside a deed that conveys real estate, and a suit to set aside a will that devises real estate. In 41, University of Missouri Bulletin, 30, is a discussion on the subject of Appellate Jurisdiction in Missouri. Many phases are mentioned and cases cited. In the course of the discussion at page 36 it is said: "There would seem to be no good reason for saying a judgment in such a case (a will contest when the will devises real estate) would not involve title. The devisee's sole claim is under the will and an adjudication as to the will's validity would seem a direct adjudication as to the title between heir and devisee."
We rule that the Court of Appeals properly transferred the present cause, and that jurisdiction of the appeal is in this court.
[2] Error is assigned on the refusal of the court at the close of the whole case to direct a verdict in favor of defendant; on the exclusion of evidence; and on plaintiff's Instruction No. 5.
Hereinafter, we refer, sometimes, to plaintiff, Arna Proffer, and defendant Eugie Proffer Freeman, as contestants, and to defendant Luther Proffer as proponent.
As stated, the ground relied upon to set aside the will is lack of mental capacity. Proponent introduced the subscribing witnesses and the will; made a prima facie case, and then rested. Thereupon contestants introduced their evidence, and thereafter proponent introduced additional evidence. The will was executed June 2, 1931, and the testator died August 1, 1935, at the age of nearly seventy-nine. Testator devised a farm of 127.5 acres to his son, Luther; to Eugie, a house and lot (testator's residence at time of his death) in Burfordsville, Cape Girardean County; and to Arna, a three-acre tract of land in Burfordsville. The residue (worth about $600) went to the three children, share and share alike. The three-acre tract was worth about $75, and the house and lot devised to Eugie was worth from $1500 to $2000, while Luther's farm was worth about $5000.
At the time of the trial (March 18, 1936) Eugie's age was fifty-six; Arna's fifty-four; and Luther's forty-eight. Luther was married and had a family, several children. Eugie was married, but had no children, so far as appears. Arna had been married, but was divorced (no children), and for about ten years prior to testator's death she lived in his home. For many years prior to 1927, testator resided on his farm near Burfordsville, but in April that year he moved to town.
The testator had a severe attack of typhoid fever in 1926, and had *191 had heart leakage for about twenty-five years prior to his death. It is claimed by contestants that testator showed signs of mental depreciation shortly after the attack of typhoid fever, and that this depreciation was progressive, until his death. Contestants used twenty witnesses and proponent twenty-four. Prior to the fever attack testator (according to Eugie) had been prominent in the farm community where he lived; had been school director and constable "and did community work." He had been "shrewd, industrious, and a hard working man, just as honest as any one ever could be. . . . Sat on juries in the circuit court. . . . He carried himself nice and wanted clean clothes every time he went out; he was nice with his hair; he was a fine looking man and kept himself that way. . . . He was jovial, kind, nice and agreeable in his family. . . . He sure did love his children."
Testator's wife died from dropsy and asthma, September 21, 1930. Cora Cauvey, who had known the family for many years, was in the home a short time prior to the wife's death. She testified that Arna and others were trying to remove a ring from Mrs. Proffer's swollen finger. The next day she was again at the home and said that testator "doubled up his fist and struck his leg and said, `Gosh dang, you ought to have seen her trying to get that old ring off.' When he said that he acted like he was mad, and like it tickled him too." Contestants introduced evidence that after moving to town testator fed hot potatoes and hot milk to his pigs and that "sometimes they squealed," and "the pigs would jump around;" that "he would go out on the porch and stick his finger in the milk and run it up his nose and put it on his face;" that "he would take gasoline and wet his coat collar and sleeves and all and hang it by the heating stove." Arna testified that she hid the gasoline and that testator "laughed about it." And there was evidence that testator required Jimmie McClard, a young lad living in the family, to wash testator's soiled underwear in the horsetrough instead of a tub; that he would take medicine found about the house; that after his wife's death he took medicine prescribed for her; that he put up a sign on his gate for church people to stay out and "cursed and swore" because his wife joined the church; that he trapped his neighbors' chickens; took horse shoes, some plank and hinges that did not belong to him; went into his neighbor's field and pulled corn and carried it away; hid food about the house; was unable to understand that he had paid for a load of wood; reduced the price of corn in a trade after the trade was closed; sold corn for 50 cents per bushel on credit and 60 cents cash; traded a collectible note for $18 for a $2 pig, and had never tried to collect the note; paid $95 for a $15 mule. "At times his mind was just like a child; he had candy, apples, and oranges and he would sit and eat unconcerned."
About four years prior to the trial (March 18, 1936) he went to *192 a circus and got one of the halves of a watermelon partly eaten, and discarded by others (not of his family). His son-in-law (Freeman) asked him not to "do that," and he said, "My golly, that's what I want; that's what I was waiting for, for them to get away." And "he walked towards the show grounds, holding that watermelon up, eating out of it that way." A number of peculiar notions of testator was detailed by the witnesses. One was that his daughter, Arna, could be sent to the asylum.
Chris Freeman testified that he had several conversations with testator concerning a conversation that testator and John G. Putz "are supposed to have had about Arna." Putz is the justice of the peace who drafted the will. Freeman said that testator "told me John Putz advised him to get her (Arna) away from there, get her away from the house and throw her furniture and stuff out in the road and call the sheriff, and when she comes home she would naturally raise cain about it and to have her sent to the insane asylum; that John Putz told him he had a boy or girl the same way, and he had them sent to the insane asylum and said that was settled; he also told my wife that; he told that several different times. He would go to town and nearly every time he would say that's what John Putz told him." Another notion he had was that his wife was feigning in her last illness. Also, it appears that on occasions he exposed himself in the nude where he might be seen by people passing along the street, and on occasions appeared in the nude in the presence of his daughter, Arna. On one occasion when Arna had fallen down the steps and had broken her ankle testator "walked up" and according to the evidence of Chris Freeman, he asked testator to help him carry her into the house, and that he did not do so. Shortly thereafter he was asked why he did not help, and he said, "I hadn't watered my old mare this morning, she hadn't had a drop of water; I had to go water her."
In February, 1930, according to Arna, testator "packed his suit case" to go to Colorado and Hot Springs; set his suit case on the steps, went to the barn and to town "and never came back until late that evening." Sometimes testator would insist on doing the cooking. "He would make me (Arna) wait until he would get the batter cake in the pan and then he would go to the barn and then I would make bread. The batter cake he made was not fit to eat. . . . Every morning he didn't go to the farm he would go out in the garden and hoe up my beans when they would be that high; I would say, `Here, you hoed up my beans yesterday morning, don't hoe the rest of these up,' and he would turn around and walk like he didn't hear me and go to planting corn and walk on my cucumbers and things. Every morning nearly when I would see him in the garden I would go out there until he would go out and he wouldn't go back until late in the evening; he would let it alone when I was *193 in there. He wouldn't plant the corn in rows. He went around here and there; he would hack around and when it would come up I would see it." He bought a hog, "fattened it to sell, and took a notion one morning he didn't want it. He said it walked like a mule. He kept trying to get rid of it; if he would meet women on the street he would want to sell it; he wanted to sell it to Blanche Wallace; wanted her to come up and look at the hog; he said he didn't like the looks of it; it got so it walked like a mule." "Elvis Allen's cow got out and went down the road; Mr. Proffer drove her down, put her in the barn and milked her, and went to Masterson's and tried to sell the milk. . . . At that time Mr. Proffer had a good cow. . . . His brother-in-law died down there and he wanted me (Chris Freeman) to take him down there to get his (the brother-in-law's) clothes. He said he wanted them for Luther. . . . Luther was fixed about as well as any farmer in the community about that time, financially." "I (Eugie) know about his deportment to single women or widows after mother died. He tried to marry every one that would have him. Arna had a friend come down there; he asked her that day at the dinner table about marrying him. He had never seen her before."
There are many more acts disclosed in the record as to the conduct of the testator, but it is not necessary to set all these out. A number of lay witnesses gave it as their opinion, from the facts detailed respectively by them, that testator was of unsound mind. Dr. H.S. Winter, a nephew of testator, gave it as his opinion that "a mentally sound man would not do most of the things I heard testified."
It appears that the testator looked after his own affairs up until his death. After the will was written by Justice Putz, it was read to testator, and he said, "This is the way I want it." The justice testified that testator said "something about Arna, his daughter, not treating him right; that was the reason he wasn't giving her as much property as he did the rest of them. If he made further comments upon his reasons for making the will as he did, I would have to guess at it. . . . I did not tell him once some people were treating me about like she (Arna) was treating him and I threw them out in the street and he ought to do her that way. I had a conversation with him about his daughter not treating him right, but I don't know whether it was the day before or after (the execution of the will, we infer); he wanted her out of the house; he came to me and asked how to get her out. I told him how to get her out legally. If he did anything to get her out. I don't know. No, sir, I did not tell him I had people to do me that way once and I threw them out. . . . I did not have a conversation with him about sending her to the insane asylum."
A.A. Boss, a banker in Jackson, Missouri, testified that he had *194 been connected with the Cape County Savings Bank for thirty-eight years; had known the testator for twenty-five years; had business dealings with him; that testator had money (mostly time deposits) in the bank all the time that witness had known him; that he very seldom had a checking account. "I saw him quite often; I don't know just how often; I would see him in the bank and on the street. When he came in the bank to transact business, sometimes I personally waited on him. I found him all right relative to taking care of his business, that is, in the transaction of his business in the bank. He continued to be a customer of our bank as long as he lived. At the time of his death he had a deposit in our bank. I saw him on the street occasionally and stopped and talked to him; sometimes he would come in the bank — we have a bench there — and I would talk to him. He handled his business like a good business man. . . . I did not notice any change in his mental condition during the last few years of his life."
C.L. Grant, another banker of Jackson, testified about to the same effect as did Boss. J.R. Mabrey, a banker of Jackson, had known testator all his (witness') life; saw him about once a month during the last ten years of his life; had conversations with him at the bank; visited the home when Mrs. Proffer died. "Mr. Proffer acted normal at the time of his wife's death. . . . Her passing seemed to hurt him."
Dr. Seabaugh testified that he had known testator for about thirty-two years; that he had treated him for chronic heart trouble; for typhoid fever, rheumatism, colds and "minor things;" that he saw testator on an average of once a week (not all professionally). "So far as I know he always transacted all his business. . . . I treated him during the time he had typhoid fever. That was about the year 1926. . . . I don't think I noticed any change in his condition before he had the fever and after. I always thought maybe his heart leakage was a little worse than it was before he had the fever. He recovered from the attack of fever. I did not notice any difference in his getting around and transacting his business after he recovered. He continued to do that in the same way after he recovered. As far as I know, that continued during the remainder of his life, he attended to his business as long as he lived. During the time I have known him, I have observed the working of his mind. From the experience I have had with him and the knowledge of his transactions, his condition and my treatment of him, in my opinion he was a man of sound mind." Many lay witnesses, who knew testator for varying periods of years, gave their experience and contacts with testator, and expressed the opinion that he was of sound mind.
In considering the demurrer to the evidence of contestants, the verdict being in their favor, the general rule obtains in a will contest as is the general rule, that we view the evidence in support of *195
the verdict in the most favorable light, and give to the verdict all legitimate inferences which the jury could have drawn from the evidence. [Smarr v. Smarr,
"Sickness, old age and mere eccentricities, in general, are not sufficient in themselves, to overthrow a will on the ground of mental incapacity, nevertheless, each one of these may be taken into consideration with other facts in determining whether the testator is of such mental capacity," as the law requires to make a will. [Minturn v. Conception Abbey,
Among the cases relied on by proponent to support the contention that a submissible case was not made are Smarr v. Smarr,
It was held in the Smarr case that the evidence was not sufficient to make an issue on mental incapacity. The testator was eighty-two. The opinion (
None of the cases cited are stronger than the Smarr case, and we shall not review the others. In that case a son was the chief beneficiary under the will. Those who suffered because of the favor to this son, were a son and grandchildren.
Rex v. Masonic Home of Missouri,
There were physicians, who from hypothetical questions, expressed the opinion that Mrs. Huthmaker was of unsound mind. But as stated, this court held that an issue on mental incapacity was not made.
We think the facts in the present case stronger than in the Smarr and Rex cases. These are outstanding: Testator was unable to understand that he had paid for a load of wood; that he sold corn on credit for 50 cents per bushel, and for 60 cents cash; that he, without trying to collect, traded an $18 note for a $2 pig; and that he paid $95 for a $15 mule. Also it appears, measured by the demurrer, that testator had abandoned a long life of honesty, *198 and had on several occasions, as set out, committed petty thefts of the property of his neighbors. These thefts, in view of his former rectitude, were circumstances of substance which the jury had the right to consider in determining the question of testator's mental capacity.
We cannot say under this whole record that there was no substantial evidence to support the verdict setting the will aside.
[3] Complaint is made on the exclusion of evidence. It appears from the offering that on the day following the death of the testator, Luther, Freeman and Putz, the justice, went to the probate judge's office where the sealed will had been left by the testator, and that Freeman asked that the will be opened and read, "repeated the request three or four times." The probate judge refused to open the will, unless Luther so authorized him. Luther did not authorize. The offering was, according to the record, for the purpose of showing "prior inconsistent statements" of Freeman. While on the stand Freeman testified that he did not insist that the will be read; "never told Luther to go ahead and open the will and read it . . . Did not ask Judge McDonald to read it." When Judge McDonald was asked to tell what occurred when Luther, Freeman and Putz came to his office, objection was made, and counsel for proponent said he wanted "to show the interest" of Freeman. The trial court remarked: "There isn't any question about interest in this law suit, I guess," and sustained the objection. In the brief complaint is made on the remark of the court, but no such complaint is made in the motion for a new trial. As to whether or not Freeman asked that the will be opened and read would not have aided the jury in determining whether or not testator was mentally capable to make the will. No harm could have come to proponent because of the exclusion of this evidence.
[4] Complaint is made on contestants' Instruction 5. This instruction told the jury that if testator "did not have mind enough to understand the ordinary affairs of life," and then followed the other usual requirements as to mental capacity. It is conceded that the instruction has been approved, and it is not necessary to further consider this assignment.
The judgment should be affirmed and it is so ordered.Ferguson, C., absent; Hyde, C., concurs.
Addendum
The foregoing opinion by BRADLEY, C., is adopted as the opinion of the court. All the judges concur, except Hays, J., absent. *199