Whitfield v. PittsWhitfield v. Pitts
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- Duckworth
2. After both sides had closed and the presiding judge had announced that he would direct a verdict for the propounder, there was no abuse of discretion in refusing to reopen the case to allow the caveator to be recalled and answer a proposed question, the witness having already been examined at considerable length and no reason appearing why he could not have been asked the question when on the stand.
Reuben T. Pitts, the nominated executor under the last will and testament of Lucy Pitts Whitfield, filed in the Court of Ordinary of Baldwin County a petition alleging her death and seeking to probate her alleged will in solemn form. George Turner Whitfield, her husband, filed a caveat. By agreement of both sides the proceeding was appealed to the Superior Court of Baldwin County, where the caveat was amended, and as amended it was alleged: (a) The instrument was not a will and appears not to have been executed in proper form. A copy of the will was attached and was in the following language: “I, Lucy Pitts Whitfield, do hereby make my last will and testament to wit: as followers [sic], I leave to my husband, George Turner Whitfield, all of my real estate and personal property for his natural lifetime — under the conditions that my sister, Mary Pitts Binford, have a home there her lifetime if she so desires. After the death of my husband, George Turner Whitfield — I want to divide my real estate equal between the following, to wit, my brother, Reuben T. Pitts, and my nephew, A. B. Pitts.
Upon the trial the evidence was as follows: Willard F. Williamson testified by deposition for the propounder as follows: “I have lived here in Baldwin County all my life. This is my signature as a witness to the instrument presented to me purporting to be the original will of Lucy Pitts Whitfield. The signature of the maker is that of Lucy Pitts Whitfield. I recall the execution of that instrument. Milton Webb and his wife — Milton wrote the will — brought old lady Lucy up to my house in his car, and we all witnessed her signature on the back porch. She signed the will first, and then we three signed it, that is, Milton Webb, his wife and myself. All of the witnesses and the testator were present when each signed. I have known Lucy Pitts Whitfield all my life, since I got big enough to go around and see negroes . . 25 or 30 or 40 years, something like that. As to her mind, I didn‘t see anything the matter with her. She looked like she had as good sense as she ever had in her life. It was a normal transaction. . . There was nothing that led me to consider there was any irregularity connected with the signing of the will. . . The will was not read in my or her presence. . . I don‘t remember who signed the will first as a witness. I know I didn‘t sign it first. . . I remember I stated to you I didn‘t remember anything about it and would see you [Mr. Sibley, counsel for caveator] later. I had to get together because I sign a lot of wills, and it slipped my mind. . . After we got together and found out what we did and where it was at and everything, of course, we cleared it up and I knew what happened. By `we’ I mean Milton Webb and his wife.”
Milton E. Webb testified by deposition for the propounder as follows: “I have been knowing her [the testatrix] a pretty good
Mrs. M. E. Webb testified by deposition for the propounder as follows: “I am a sister of Mr. W. F. Williamson. The signature on this paper, purporting to be the will of Lucy Pitts Whitfield, of Mary W. Webb is my signature. That is my writing. I recall some of the circumstances of the signing of this will. Lucy Pitts Whitfield came to my home here and I was not here when she came. I had been somewhere, and when I got here she was sitting out there in the buggy. . . Nothing happened then that I can specially say except she talked a while in general, and then she said she wanted to make her will. I wrote her will. That is my writing. I came in the house and got paper and wrote whatever she said write. I wrote it like she said write it just as near as I could. She seemed finally convinced that that was what she wanted to do with her property. I just copied it like she told me. I remember I asked her, `How come you don‘t leave it to Uncle George?’ That was before I ever started writing the will. She said because she wanted him to have a home as long as he lived, and if she left it to George, he would sell it and would not have anywhere to stay, and she wanted her sister to have a home. I remember saying that. . . I
At this point counsel for the propounder introduced in evidence the purported will of the testatrix hereinabove set out.
George Whitfield, husband of Lucy Pitts Whitfield, testified as follows: “She [the testatrix] died the 30th of June, 1947. A. B. Pitts was living at the time of my wife‘s death. He was her nephew. Mary Pitts Binford, her sister, was living at the time of my wife‘s death. There was no will besides this instrument here that had been offered as her will that I know of. Reuben T. Pitts is a brother of my wife. . . Since December, 1911, I lived with my wife as her husband until her death on June 30, 1947. I lived happily and contentedly with her, only at times she would get off, have spells. So far as I am concerned, I lived happily with her. The spells I speak of I call brain storms. I told her I should have my name put on the deeds as we bought the place together. Then she got to hollering and carrying on. She said, `I will burst your brains out.’ I got Carrie to send for Reub, and she would not let anybody come. We got along all right until I spoke of having my name put on the deeds. I go to court and have my name put on the deeds. Then she flew up. That was in the last few years before she died. She was nervous and sickly. She has been sick a long time. I sent for Reuben to come. Reuben had pretty good influence over her. She listened to what he said, but she would not let him come to her that day. . . I did not know that Lucy had made this will. I heard she made this instrument I think it was about two months as near as I can tell. I paid up every bill, every debt that she owed. I gave Reuben $150 to pay a bill up here to the bank, at the Jones County Bank. I didn‘t know how much it was, but I gave him $150. I waited more than a month and he didn‘t bring me the note. So he told me it was not any trouble to go there. He just left the money there. So I went to Mr. Smith, and the note was $134.85. That
Upon the conclusion of the evidence, the court directed a verdict for the propounder in favor of the will and judgment was entered accordingly. The caveator filed a motion for new trial on the ground that, under the pleadings and the evidence, there were issues of fact which should have been submitted to a jury; and the evidence introduced would have authorized a different verdict than that directed by the court. By amendment the following special grounds were added: 1. The court erred in refusing, after both sides had closed, but before the verdict was directed, to allow the caveator to be recalled and asked the following question: “What was the mental condition of your wife on September 1, 1945, as appears to have been the date of this instrument?” The court was then and there informed that the witness would answer that her mental condition was the same about which he had testified as being mentally incapacitated, as having brain storms and not being rational when it came to the matter of the question of the real estate, and it is contended that the court erred for the following reasons: (a) The proposed testimony tended to contradict and refute the testimony of the witnesses for the propounder that the executrix was capable of making and executing the instrument as a will. (b) It sought to clarify and support the contention of the movant that his wife
The exception here is to the judgment overruling the amended motion for new trial.
It is contended that the testatrix did not know the contents of the will. The Code, § 113-305, provides: “In all cases, a knowledge of the contents of the paper by the testator shall be necessary to its validity; but usually, where a testator can read and write, his signature, or the acknowledgment of his signature, shall be sufficient. If, however, the scrivener or his immediate relations are large beneficiaries under the will, greater proof shall be necessary to show a knowledge of the contents by the testator.” The greater proof, which is necessary where immediate relations are large beneficiaries, does not require that the evidence shall be conclusive but will be sufficient if strong. Harris v. Harris, 53 Ga. 678, 684 (6). Two of the subscribing witnesses testified that the will was written as directed by the testatrix, and the evidence shows that her wishes were carefully and thoroughly discussed in the process and expressed in the will. As testified by the scrivener, who was one of the witnesses, “I don‘t recall whether I read the will back to her when I got through writing it, but we talked along and wrote along and read along and discussed it along as she was telling me, because I would kind of say, `I want to know how to word that.‘” There was no evidence that the testatrix did not know the contents of the will, and the above-stated testimony establishes that she did.
It is also contended that the evidence did not demand a finding that the testatrix had sufficient mental capacity to make a will. “A person has testamentary capacity who understands the nature of a testament or will, viz., that it is a disposition of property to take effect after death, and who is capable of remembering generally the property subject to disposition and the persons related to him by the ties of blood and of affection, and also of conceiving and expressing by words, written or spoken, or by signs, or by both, any intelligible scheme of disposition. If the testator has sufficient intellect to enable him to have a decided and rational desire as to the disposition of his property, this will suffice.” Slaughter v. Heath, 127 Ga. 747 (1) (57 S.E. 69, 27 L.R.A. (N.S.) 1); May v. May, 175 Ga. 693 (2) (165 S.E. 617); Manley v. Combs, 197 Ga. 768, 779 (4) (30 S.E.2d 485). The testamentary capacity is to be determined by the condition
But it is contended by counsel for the plaintiff in error that the testimony of the caveator made a conflict on the question of the testamentary capacity of his wife, and that such issue should have been referred to the jury. The testimony of the caveator has been fully set out in the foregoing statement of facts and goes no further than to show that she would have “brain storms” from time to time, and that they lasted about 15 to 20 minutes, the outbursts being occasioned by his reference to certain deeds in her name and his insistence that his name should have been included also. In reference to such outbursts he testified: “As to my wife‘s physical and mental condition along in September, 1945, when this instrument was made, she had these brain storms, I call them brain storms, I would not say she was foolish, but I would say she had brain storms, fly off the handle all the time with me. . . I never said she was crazy. She knew what she was doing. I think she knew what
Nor does the testimony of the caveator show, as contended, that the wife was a monomaniac with respect to the real estate in which he claimed an equity. A showing of hallucinations or insane delusions is essential to proving monomania. Bohler v. Hicks, 120 Ga. 800, 804 (48 S.E. 306); Dibble v. Currier, 142 Ga. 855 (83 S.E. 949, Ann. Cas. 1916C, 1); Stephens v. Bonner, 174 Ga. 128 (162 S.E. 383). Nowhere in the testimony of the
Nor does the evidence show the exercise of undue influence or any circumstances from which such conduct might reasonably be inferred. The testimony of the subscribing witnesses establishes conclusively that the will was freely and voluntarily made. The caveator himself testified that “the only ground I have got” was that Reuben Pitts, the brother of the testatrix and a large beneficiary and executor, stated that, in response to the several requests of his sister that he aid her in making a will, he refused to do so because she might think he wanted her to give him something. To say that his statement would authorize a deduction of undue influence on his part would be to indulge a mere suspicion which, of course, can not be done. Hill v. Deal, 185 Ga. 42, 45 (supra). It is also argued that the testimony of the caveator as to the close relationship between the testatrix and her brother, her confidence in him, and her willingness to do what he requested should have required a submission to the jury of the question of undue influence. This testimony shows at most only an opportunity on the part of the brother to impose his wishes upon his sister, and opportunity alone is insufficient to establish undue influence as defined in the Code, § 113-208. Orr v. Blalock, 195 Ga. 863, 866 (25 S.E.2d 668); Norman v. Hubbard, 203 Ga. 530 (2) (47 S.E.2d 574).
It is earnestly contended that, under the facts shown by the record as to the alleged equity of the husband in the real estate standing in the name of the testatrix, his old age, and lack of funds and income, the will is an unjust and unreasonable one. Nevertheless, a finding is demanded that the testatrix possessed the requisite testamentary capacity in the execution of the will in question, and there being no doubt in this respect, the contention of unreasonableness may not legally be made. Dyar v. Dyar, 161 Ga. 615 (7) (supra); Ellis v. Britt, 181 Ga. 442 (3) (182 S.E. 596); Shaw v. Fehn, 196 Ga. 661, 664 (27 S.E.2d 406). It follows from what is said above that the court did not err in directing a verdict for the propounder.
2. After the court had announced its intention to direct, on motion of the propounder, a verdict in favor of the will, but
Judgment affirmed. All the Justic