161 Ind. 648 | Ind. | 1903
— On September 30, 1886, Clark Wait had living his childless second wife, Nancy, and three children of a former marriage, namely, Joseph Wait, Martha Offenbacker, and Minerva Dotteror. The three children were married and had families of their own. A son, William, had deceased, leaving a’widow and one child, Harriet West-fall, surviving him. He was also the sjwner of personal property and two tracts of real estate of eighty acres each. On the date above mentioned Wait executed his will, by which he bequeathed to his wife, Nancy, a life estate in the home eighty, with remainder over in fee to his daughter Martha Offenbacker, and to his son Joseph Wait the rents and profits of the other eighty-acre tract for' and during the life of his wife, Nancy, with remainder over in fee to his daughter Minerva Dotteror. The fifth item of his will is as follows: “I give and devise to my son Joseph Wait, in addition to the rents named above, all my personal property, not taken by the widow, including notes and accounts of all kinds whatsoever, except the notes and accounts I hold against the estate of my son William, deceásed; these I order my son Joseph to deliver to the family of my said son William.” More than eleven years after the execution of this will, to wit, January 28, 1898, the testator died, leaving as his only heirs at law the beneficiaries named in the will and his said granddaughter, Harriet Westfall, who is the appellee in this appeal. The will was duly admitted to probate, and letters' testamentary issued to appellant Charles Negley. Appellee on June 8, 1898, brought an action in due form in the Marion Circuit Court against these appellants, to contest the va
1. A demurrer to each of the affirmative answers was sustained, and these several rulings present, in the concrete,' the single question, did the voluntary dismissal of her former action preclude appellee from renewing it within the limitation provided by the statute ? The statute is that any person may contest the validity of any will at any time within three years after the same has been offered for probate. §2766 Burns 1901. The institution of a suit and its voluntary dismissal without a trial is not a contest. A contest implies a trial and a final judgment; such a hearing as will amount to an adjudication of the validity of a will. The statute creating the right of contest prescribes the period in which the action may be
2. Appellants have assigned as error the action of the court in adjudging the will invalid uptm the verdict of the jury, upon the ground that it was not sustained by the evidence, they claiming' the right, under §2775 Burns 1901, to assign, on appeal to this court, error on questions of fact, as well as of law, for our consideration and decision from the field of the evidence. The argument is that §2775, supra, prescribes a rule of procedure in the special proceeding to contest a will, and the practice in this court on appeal is not therefore governed by §667 Burns 1901 (§647 of the civil code). The question has long since been decided against the position here assumed, and we have not been persuaded that the previous ruling is incorrect or should be modified. Coffman v. Reeves, 62 Ind. 334; Eckert v. Binkley, 134 Ind. 614, 620. It may be considered as thoroughly settled, under the existing code of practice, that in all cases triable by jury this court will not undertake to determine questions of fact from the weight of the evidence.
3. It is earnestly insisted by appellants that their motion for a new trial should have been sustained because the verdict of the jury was not sustained by sufficient evidence. At the proper time the court directed the jury that they should return their verdict for the defendants, unless they should find from a preponderance of the evidence that Clark Wait at the time he executed the will was of unsound mind. There is no complaint by appellee of this instruction, and no claim that her case was made out on any other theory. The case will therefore be treated as if the want of testamentary capacity is the only ground of contest relied upon. The evidence upon this issue is very voluminous, covering more than 1,400 typewritten pages. There is sub
For thirty years prior to his death the testator was imbued with the belief, which he expressed to some of his friends and acquaintances, that he possessed the power to locate hidden treasure, and that his farm and other farms in the neighborhood contained treasure which had been concealed there by the Indians. He asserted that the hidden money was enchanted; that it was controlled by some mysterious force that would withdraw it further into the earth when disturbed by unusual noises. His method of procedure in locating treasure was by the use of a small mineral ball, top shaped, which he carried swinging from his hand by a fine string, and which directed him by its vibrations, and final whirling around when the spot was reached. In the twenty years prior to the execution of the will he made frequent efforts to find the hidden treasure; sometimes on his own farm, and sometimes on the farms of others; sometimes alone, and sometimes in company with others, and in both day and night-time. Always, while engaged in digging for it, he would himself observe, and would enjoin upon others, absolute silence, assigning as a reason that a word spoken, or any confusion created, would break the charm, and the money would pass on into the earth. He claimed the money was in a pot. On one occasion when the pot had been reached it began to move away, and the digger struck at the pot with his pick, and broke the bale off. On another occasion, while engaged in digging, he heard a great noise and upon looking up he beheld a herd of wild cattle rushing towards him, and when they arrived at the fence they hurled the rails thirty
On the other hand, the defendants proved without any contradiction that the testator was born in Ohio in 1813, and, being poor, left home early in life to make his own way in the world. Tie had a meager education, was married at twenty-four, and had by his first wife eight children, four of whom died in youth, and four — two boys and two girls — lived to man and womanhood. His first wife having died, he was married again in 1854 to Nancy, who, childless, now survives him. In 1831 he settled on a farm in Hancock county, where he resided until 1854, when he purchased and moved to^ the eighty acres where he continued to reside with his family until his death which occurred January 21, 1898. He supported his family in comfort; gave his children a common-school education, and • by his industry, frugality, and business ability was able to pay for his farm, and accumulate money and property,
Except his weird fancy concerning the hidden treasure, and the happenings attending the search for it, there is not in all this mass of testimony a trustworthy sentence inconsistent with sanity. We may assume from the scope of the testimony that the contestant has' scanned the testator’s eighty-five years of life, and looked into every nook and corner for an unusual or unnatural act or speech, and that that which she presents us is the sum total of the indicia of mental unsoundness. What does it show ? Our attention is first called to the fact that while engaged in making his will the testator expressed the desire that publicity be avoided. We can not accept this circum
The two incidents of the testator becoming lost we find to be of the same character, if not even more frivolous, when we examine them in the light of their own facts. It is shown that five or six years after making the will, and when seventy-eight or seventy-nine years of age, and of greatly impaired vision, he went one evening, attended by his little grandson, into his thick woods pasture to drive up the cows, and while engaged in wandering through the bushes searching for the cows he became turned around —that is, the points of the compass became reversed in his mind — and he kept going in the wrong direction until he arrived at a fence, where he beheld and recognized a neighbor’s house near by. He promptly righted things in his mind, and then went to the house, told, laughed, and joked about getting lost in his own woods, and after a twenty-minutes visit, during which time divers things were talked about, he departed for his home, three-fourths of a mile distant, accompanied by no one but his six years old grandson, and according to the testimony of Mrs. McConnell, who had lived by him and known him intimately for fifty years-, “he just came like he always did, when he came to our house, laughing and joking, and appeared as well as I ever saw him.” The other incident occurred in the spring before he died, and twelve years after the will was made. The testator and his wife went one evening at nightfall to the creek, fishing, with a tenant who resided on the farm. At the time the testator was in his
The same may also be said of the failure of the testator to recognize his wife’s kinsman, whom he seldom saw, who lived sixteen miles away, and who drove up to the gate and from a distance inquired if two travelers could have breakfast. The recognition was prompt and cordial when the name was announced. Nor is the failure to recognize his debtor, when first addressed by him, which was ten years after the will was executed, of any greater importance. He was also promptly recognized when he came within the testator’s range of vision. Such things are but ordinary and common happenings among the aged, and un
His belief concerning the hidden treasure was not wholly a delusion. In large part it was a belief founded on false evidence. Eor a long time before he moved into the neighborhood there prevailed there a tradition that a vast treasure was concealed by the Indians somewhere in the vicinity. Many local residents believed it, and had searched for the money, and parties had been, and came there afterwards, from Indianapolis, Kentucky, Anderson, Eortville, and other places, to hunt for it. One witness testified that the seekers dug so many holes in his woods they became a nuisance, and he had to stop it. At least one other.man in the vicinity claimed the power to locate the treasure by the use of a metallic ball such as the testator used, and one other claimed the power by the use of a divining-rod. Wait claimed that some others could successfully use his ball, and others could not, and as to this one witness testified that he tried it, and it would not work. • Another testified that being at Wait’s house inspecting the ball, the testator went into another room, and, returning, informed the witness that he had concealed under the carpet a silver dollar. Witness took the ball, suspended it from his hand, as directed, and went into the other room to determine whether the ball would locate the silver dollar for him. He wandered slowly about the room for some time swinging the ball neár the floor, when at last the ball began to vibrate, and, following in the direction of the vibration, when he reached a certain point, without any apparent cause, the ball began to revolve rapidly. He then approached the spot from other directions, with the same result, and upon lifting the carpet he found the dollar immediately below. This witness found the action of the ball exactly as claimed for it by the testator.
What tribunal occupied by finite beings is qualified to adjudge false, asserted forces of attraction, and magnetism,
Early in the history of our jurisprudence much difficulty, for the reason above suggested, was experienced by the courts in fixing a standard of intellect by which testamentary capacity could be determined; ' and legislative bodies were not inclined to relieve the courts of their embarrassment. For instance, our statute for more than a half century has provided that all persons except infants and persons of unsound mind may make a will. Similar statutes have long prevailed in other states of the Union and in England. In construing these statutes, the courts of both this country and England were at first disposed to hold that any mind possessed of an eccentricity, aberration, or erratic trend, such as amounted to an insane delusion, was not a sound mind within the meaning of the statute, and hence incapable. This doctrine, however, has long since been repudiated by the courts of England, and for the most part, at least, by the courts of this country; certainly by this State sine Teegarden v. Lewis, 115 Ind. 98. Under the law as now settled, capacity is not determined by what one believes, nor by the character of the horrid tales he can tell. The test is, putting aside all perversion, peculiarities, and hallucinations of the mind, does there remain in the subject an untranimeled intellect sufficiently strong and rational to know the extent and value of his property, the number and names of those who are the natural objects of his bounty, their deserts with reference to their conduct and treatment towards him, and memory sufficient to carry these things in mind long enough to have his will prepared and executed. See cases collected in Teegarden v. Lewis, supra, at page 103. If a testator has mind enough rationally to grasp the subject and details
Mental capacity, therefore, is to be measured by its relations to the subject of the will. Delusions or monomania relating to subjects foreign to the testament, and to the persons affected thereby, involve no more likelihood of actual inacpacity than many other latent causes; and when associated with uncontradicted proof, as in this case, that the acts of the testator in the conduct of his business affairs, and in his social and domestic relations, were uniformly intelligent, rational, and reasonable, proof of strange and unreasonable beliefs, and of wild and absurd stories, standing alone, can not be termed evidence of a want of testamentary capacity.
A belief in witchcraft, and that the disinherited children were witches' and practiced their infernal arts upon the testator, of itself is not sufficient evidence of mental incapacity to. make a will. Addington v. Wilson, 5 Ind. 137, 61 Am. Dec. 81.
In Thompson v. Thompson, 21 Barb. 107, the testator had a rod with which he claimed to be able to locate hidden treasure. He asserted that another took the rod in his hand, found the treasure, struck a crowbar in it, and commenced digging. Just as he broke the ground, an im- ■ mense black and white bull, apparently as large as a mountain, came running over the hill lashing his tail in the air, stopped at the digging, pawed and hooked the earth, and then departed. While this was going on about one thousand other cattle ran over an opposite hill, acting as the bull. He failed to get the money because the spell was broken by the cattle. At times he would fall down and cry out in great agony, and declare he was being hugged by a ghost. His housekeeper having dreamed that horses which had cost him $250 would run away and kill-him, he traded them off nest day for one horse worth but $10.
In Bernard’s Will, 16 Abb. Pr. N. S. 128, the testator believed that at death the souls of men pass into brutes, and, better to provide for the comfort of his soul, bequeathed his entire estate of $50,000 to the Society for Prevention of Cruelty to Animals. In sustaining the will the surrogate held that this opinion and act, though eccentric, was not evidence of insanity or incapacity.
In Smith’s Will, 52 Wis. 543, the testator disinherited his children, and bequeathed all his property to his childless second wife. He was an ardent spiritualist; married his beneficiary, as he claimed, on advice received from his dead wife. He often consulted spirits, and acted upon their advice in his business affairs and in his inventions.
In Matter of Vedder, 6 Dem. Surr. 92, the testatrix willed all her property to her husband. She frequently talked to her neighbors about hidden treasure, and how. to find it; would put irons in the cream to make the butter come; could not keep her horses fat because witches rode them at night; saw a headless horseman ride across her field; could see lights over certain spots on her farm, where if one would dig at midnight he would find gold; advised her neighbor to put live coals and a red garter under her churn to speed the butter; took her nephew to dig for gold on the farm, and had him carry a red rooster under his arm for luck; saw the Lord Jesus with a sword, and the angels about him. See similar cases collated by the
The will in each of these cases was sustained on the ground that it appeared the testator, notwithstanding delusion, aberration, and eccentricity in certain matters of belief and speculation, was able and did manage with intelligence and discretion the ordinary business affairs of life, including the acquisition and disposition of property, and it was not shown that such peculiar and erratic beliefs in any way affected the testament; and in each the doctrine is maintained that if such eccentric or deranged attribute of the mind keeps aloof, and does not enter into the usual concerns of life, and does not affect the relations of the testator to the natural objects of his bounty, nor his sense of duty towards them, nor the distribution of his property to them, it is not even evidence of general insanity, or of a want of testamentary capacity.
In this case, therefore, while evidence that the testator had an insane delusion in respect to hidden treasure was competent on the general subject of incapacity, yet, however sufficient, it falls short of entitling the contestant to the verdict. She has undertaken to establish the invalidity of Clark Wait’s will for want of testamentary capacity. The burden is upon her to prove that which she affirms. The task is not performed by establishing the delusion— for the testator may have both the delusion and testamentary capacity — and she must go further and prove that the delusion controlled or in some manner affected the execution of the will, before her evidence is sufficient. Young v. Miller, 145 Ind. 652; Roller v. Kling, 150 Ind. 159. This latter the contestant has not attempted to do.
We therefore hold that the verdict of the jury was contrary to law, and appellant’s motion for a new trial should have been sustained.
Judgment reversed, and cause remanded, with instructions to grant appellant’s motion for a new trial.