43 S.E.2d 329 | Ga. | 1947
1. Where the caveator to the probate of a will admits a prima facie case in favor of the propounder, he is entitled to the opening and conclusion before the jury.
2. An heir at law may complain of any monomania which really exists, and which injures him; that is, which produces the will and thus diverts the inheritance from him, whether the monomania be directed against him or another. The allegations of the caveat, as amended, were sufficient to withstand the demurrers, both general and special, directed against it, on the issue of monomania.
3. Where a caveat attacks the validity of a will on the ground that the testator was afflicted with monomania, it is proper to instruct the jury that they may, when in doubt as to the extent of the monomania and the effect it may have had upon the testator's will, consider the reasonableness or unreasonableness of the disposition which he made of his estate.
4. It is not ordinarily cause for a new trial that the judge gives in charge to the jury an entire Code provision, only a part of which is applicable to the case under consideration.
5. Monomania is insanity only upon a particular subject and with a single delusion of the mind, but it may so limit the testamentary capacity as to prevent the testator from bringing into mental review matters essential to the validity of a will.
6. The only objection to the testimony in this division of the opinion being, in effect, that it was "immaterial and irrelevant," this is an insufficient ground to authorize the grant of a new trial.
7. Section 38-1605 of the Code, which declares that "No attorney shall be competent or compellable to testify, for or against his client, to any matter or thing, knowledge of which he may have acquired from his client, by virtue of his relations as attorney, or by reason of the anticipated employment of him as attorney . .," has no application in this case. Testimony, based on information obtained by an attorney *392 from a testator who may have anticipated the attorney's employment, is admissible in a contest between the propounders and the caveatrix of a will, since the attorney would not be testifying "for or against his client."
8. An expert may testify as to his opinion in response to a hypothetical question which assumes facts identical with the testimony in the case then on trial.
9. There being evidence to support the allegations that the testator was afflicted with monomania, it was not error to charge the Code, § 113-204.
10. The evidence authorized the verdict, and the judge did not err in refusing a new trial.
Alma Catherine Yarbrough, Frances Yarbrough, Mrs. Lurene Yarbrough Copeland, and James L. Yarbrough, representing themselves to be the remaindermen referred to and designated by the will, filed an intervention and prayed that the will be probated and they be made parties. By consent the intervention was allowed. Mrs. Margaret F. Yarbrough died in 1943.
Margaret Yarbrough, through her mother as next friend and guardian ad litem, filed a caveat, afterwards amended, in which she objected to the probate of the will upon the following grounds: *393 (1) The testator, at the time of making the pretended will, did not have testamentary capacity. (2) At the time the will was executed he was afflicted with a monomania as against the caveatrix, who was then about 12 years of age; he was possessed of an insane delusion and belief that she was the cause of the illness of his wife and, because of such insane delusion and belief, he refused to permit her to visit her grandmother, either at her house or in the hospital; he was also possessed of an insane delusion and belief that she was trying to alienate the affection which her grandmother had for him and to have that affection bestowed upon herself; that these insane delusions and beliefs were without foundation and sprang spontaneously from a diseased condition of his mind, and his will, which made only a relatively small provision for the caveatrix, resulted from and was connected with the monomania from which he suffered. (3) At the time the will was made, the testator also suffered from a monomania respecting the mother of the caveatrix; he was possessed of an insane delusion and belief: that he was the owner of certain real estate — a pasture lot — which had belonged to her father for many years and for which he had paid $1000, and upon the refusal of the caveatrix's mother to convey it to him for $40 he became imbued with the insane idea that she was wrongfully trying to retain property which he rightfully owned; that a soda fount which her father had owned and operated for a number of years, located in a building owned by the testator, belonged to him because of its installation, and that the caveatrix's mother had no right to remove and dispose of it, and her desire to do so revealed her dishonesty and desire to deprive him of his property; that, immediately following the death of the caveatrix's father, the testator advised her mother to retain possession of a building in which her father had operated a drug store until she could dispose of the merchandise on hand without sacrifice, but notwithstanding the direction thus given, the testator became possessed of the insane delusion and belief that the caveatrix's mother intended to hold the building indefinitely and deprive him of its use and his right to obtain another tenant; that the mother of the caveatrix had stolen the keys to his store building or had caused this to be done so that she might have access to the contents of the building; that, following the death of the caveatrix's father, the testator expressed a desire that her mother convey to *394 the caveatrix her interest in a certain farm owned by her father; that he also suggested that she employ counsel to assist her in handling the estate; that the mother was advised by counsel to, and did, have the entire estate set apart to her and the caveatrix as a year's support, and the testator immediately became imbued with the insane delusion and belief that this had been done by the caveatrix's mother to defraud him and also for the purpose of defrauding the caveatrix and to fraudulently place possession and control of the property in her; that, at the time of making said pretended will, and for many years prior thereto, the testator was imbued with the insane delusion and belief that anyone who disagreed with him or refused to comply with his request was his enemy, and when the mother of the caveatrix failed to comply with all of his wishes following the death of the caveatrix's father, the testator became possessed of the insane delusion and belief that she was his enemy; that, at the time of executing his will, he was imbued with the insane delusion and belief that the father and the mother of the caveatrix had never been married, notwithstanding the fact that they were publicly married in 1923 and had lived together continually as husband and wife until her father's death in 1941; that the mother of the caveatrix had stolen his cow feed or caused this to be done; that the mother of the caveatrix had stolen his chickens or caused it to be done; that the mother of the caveatrix was trying to poison him and his wife by furnishing them with food which was unsafe and dangerous; that all of the insane delusions and hallucinations of which the testator was possessed resulted from and sprang spontaneously from a diseased mind, and were without any foundation of fact, and the relatively small provision which he made for the caveatrix by his pretended will was the result of, caused by, and connected with, the monomania with which he was afflicted.
The propounder filed demurrers, general and special, to the original caveat and the amendments thereto. He demurred generally to the caveat as amended, upon the ground that the allegations were insufficient to show any reason why the will was not valid and should not be probated as prayed. He demurred specially to paragraph 2 and all the subsections thereof, because the allegations contained therein were insufficient to show why the will should not be probated; they were merely conclusions of the *395 pleader, and were too vague, indefinite, and uncertain, since they did not state the way and manner by which the testator believed the caveatrix had caused the sickness of his wife or how or in what way the caveatrix had caused her sickness, and whether done prior to the date of the will or subsequently thereto; that it was not alleged how the belief on the part of the testator that the caveatrix had caused the illness of his wife affected his desire with reference to the disposition of his property. He demurred specially to paragraph 3, and the subsections thereof, because the allegations contained therein are inconsistent with the allegations of paragraph 2; because the averments are insufficient, and fail to set forth any reason why the will should not be probated; the averments are immaterial and irrelevant, for the reason that any monomania as set forth is directed against the mother of the caveatrix and did not involve the caveatrix; that the averments are vague, indefinite, and insufficient in law to show any monomania on the part of the testator; that it is not alleged when the transactions referred to occurred, or how they affected the will of the testator; because allegations that the testator was afflicted with monomania against anyone who differed with him are insufficient to show that a monomania existed in the mind of the testator or that the monomania had any effect upon the disposition of his property. The demurrers were overruled and exceptions pendente lite were duly filed.
The caveatrix also filed an amendment to her caveat, which was later amended, admitting therein that the instrument sought to be probated as the will of Hiram Yarbrough was signed by him in the presence of three witnesses; that the witnesses attested his signature in his presence and in the presence of each other; that the testator was at the time of its execution prima facie of testamentary capacity. The caveatrix claimed the right to open and conclude the introduction of evidence, and the right to open and close the argument, because she had admitted a prima facie case and had assumed the burden of proving the grounds of her caveat.
The propounder demurred to the amendments which sought to admit a prima facie case, upon the ground that the allegations therein contained were not sufficient to shift the burden of proof and to give the caveatrix the right to open and conclude the introduction of testimony and argument. The demurrer was overruled and exceptions pendente lite were duly filed. *396
On the trial of the case in the court of ordinary, probate of the will was refused, and in due time the case was appealed to the superior court. On the trial in the latter court, the judge declined to submit the issue of general testamentary capacity and instructed the jury to find against the caveatrix on that issue. He submitted the case to the jury on the issue of monomania, a verdict was returned in favor of the caveatrix, and a judgment refusing probate was accordingly issued. A motion for new trial, which was amended by adding several special grounds, was overruled. Error is assigned on the exceptions pendente lite and on the judgment overruling the motion for new trial as amended.
1. A caveator to the probate of a will can admit a prima facie case in favor of the propounder, and in such case is entitled to open and conclude. Wood v. Davis,
2. The caveat as amended is also attacked by demurrer, upon the ground that its allegations as a whole are insufficient to show any legal reason why the will should not be probated, and because paragraphs 2 and 3 thereof are inconsistent with each other, since paragraph 2 alleges that the maker of the purported will, at the time it was executed, was afflicted with monomania respecting the caveatrix; and paragraph 3 alleges that he was, at the same time, *397 afflicted with monomania respecting her mother; and each paragraph alleges that the purported will resulted from and was connected with such monomania. The special demurrers, as we have pointed out in the statement of facts, attack the allegations contained in the various paragraphs of the caveat as amended. Since the issue of general testamentary capacity has been eliminated from the case, we will not deal with the demurrers as they relate thereto, but will consider the sufficiency of the amended caveat as against both the general and special demurrers on the issue of monomania.
In Wetter v. Habersham,
In Dibble v. Currier,
The allegations of the amended caveat were sufficient to withstand the general demurrer, and the court properly overruled the grounds of special demurrer.
3. Complaint is made that the court erred in charging the jury as follows: "I charge you that, in case of doubt, as to the extent of the alleged monomania or partial insanity, if it existed, and as to its effect in bringing about the disposition of the testator's property, shown by the will, the reasonableness or unreasonableness of the disposition of his estate should be considered by you and given much weight in the decision of such question. However, if no such doubt exists, the reasonableness or unreasonableness of the will should not be considered." It is urged that this portion of the charge was error, since (1) the issue of general testamentary capacity had been withdrawn from the jury's consideration and they were not authorized to consider whether the will was reasonable or unreasonable; (2) a charge that the jury should give much weight to the reasonableness or unreasonableness of the will, even if a charge on that principle of law were applicable, placed too much weight and importance on that principle, and precluded the jury from giving it the consideration which they thought it was entitled to; and (3) the fact that the charge was actually given caused the jury to believe that the court thought they should give "great emphasis, weight, and importance" to the reasonableness or unreasonableness of the disposition of testator's estate.
In Dyar v. Dyar,
In Evans v. Arnold,
The charge complained of in the present case was proper, even though the only issue submitted to the jury was whether or not at the time the testator executed his purported will he was afflicted with monomania from which the will resulted, since there was ample evidence to create in the minds of the jury a doubt, at least, as to the testator's mental capacity to make the alleged will.
4. In special ground 2, it is contended that the court erred in giving this charge: "I give you in charge § 113-202 of the Code of Georgia: `An incapacity to contract may co-exist with a capacity to make a will; the amount of intellect necessary to constitute testamentary capacity is that which is necessary to enable the party to have a decided and rational desire as to the disposition of his property. His desire must be decided, in distinction from the wavering, vacillating fancies of a distempered intellect. It must be rational, in distinction from the ravings of a madman, the silly pratings of an idiot, the childish whims of imbecility, or the excited vagaries of a drunkard.'" The complaint directed against this charge is that, the court having held that the testator had a general capacity to make a will, the charge tended to confuse and mislead the jury as to the remaining issue of monomania.
The case of Talton v. Richardson,
A part of Code, § 113-202 is applicable on the question of monomania, to wit: "The amount of intellect necessary to constitute testamentary capacity is that which is necessary to enable the party to have a decided and rational desire as to the disposition of his property." A decided and rational desire does not exist where the testator is partially insane, and the will is in any way the effect or result of that insanity. Gardner v.Lamback,
Was there confusion in the minds of the jury to the extent that they believed that evidence of general insanity would authorize a verdict against the will? Such contention is untenable. Subsequently to the charge complained of, the judge devoted approximately three pages of his charge to monomania, and definitely and positively instructed the jury that the sole issue which they were to try and determine by their verdict was that of monomania or no monomania, will or no will. It is therefore impossible for the writer to see how reasonable, intelligent jurors could have been confused as to the sole remaining issue in the case. It is not ordinarily cause for a new trial that the judge gives in charge to the jury an entire Code provision, only a part of which is applicable to the case under consideration.Hall v. Burpee,
5. In special ground 3, error is assigned upon a portion of the charge, as follows: "I charge you that, to make a will, the testator must be capable of bringing into mental review, with approximate *401 accuracy, the property subject to his testamentary disposition, as well as his family relations, and of comprehending the claims and obligations naturally suggested by such review." It is contended that this charge was erroneous and prejudicial, in that it imposed a greater burden upon the propounder than that imposed by law; it was erroneous and prejudicial, since it referred to claims and obligations of the testator when there could be no claims nor any legal obligation on the testator to leave his property to anyone; and such instructions could have no relation to any issue on the alleged monomania, and therefore tended to confuse the minds of the jury.
The charge as given is in the exact language of this court inRagan v. Ragan, 33 Ga. Supp. 106 (4). The principle stated in the charge given is applicable on any issue of insanity in a caveat to a will, and while monomania is "insanity only upon a particular subject, and with a single delusion of the mind" (2 Bouvier's Law Dictionary, 3rd ed., p. 2241), it may nevertheless so limit the testamentary capacity as to prevent the testator from bringing into review with approximate accuracy the property subject to his will, his family relations, and the obligations naturally suggested by such review. It need not be shown that the monomania affected all persons and all property of the testator. If the will is the effect and result of monomania as to one person only, it can not be said that the testator was capable of bringing into mental review his family relations and the claims or obligations naturally suggested by such review. The instruction here complained of was affirmed and approved by this court in Everitt v. LaSpeyre,
6. On direct examination, the caveatrix was asked the following question: "How did your grandmother treat you?" Over objection that it was "immaterial and irrelevant," the witness was permitted to testify, "My grandfather and grandmother treated me very nice." In Barrett v. Barrett,
7. Over objection that he was an incompetent witness, because any conversation he may have had with the testator regarding his *402 will was a privileged one between attorney and client, or one in contemplation of such relation, Judge Ingram, an attorney of the Cartersville bar, was permitted to testify in regard to a conversation which he had with the testator about the middle of August, 1941. In substance he said: The testator came to the office of the witness and discussed with him provisions which were supposed to be contained in a will that the testator had previously had prepared. When the will was presented to the witness for examination, he found that the provisions actually contained in the will and those which the testator had represented as being in it were in nowise the same or related. He further testified that it was his opinion, based on his observation of the testator, and conversations with him, that "he was totally incapable of having any business transactions."
Over the same objection, Mr. Erwin, an attorney of the Calhoun bar, was permitted to testify about a conversation he had with Mr. Yarbrough during the summer of 1941 concerning the will. Among other things, he testified: "As to whether or not he gave any reason why he didn't want her [Mrs. Oliver Yarbrough] to have anything to do with his estate and why he objected to Mrs. Oliver Yarbrough and what he had against her — well, he told me that Mrs. Yarbrough was trying to get his property, as I understood, the storehouse, and he also said the soda fount in the storehouse belonged to him, and she sought to claim that, and for those reasons, that was two of the reasons he gave why he didn't want her to have anything to do with his property, wanted to make provisions some way so she couldn't have anything to do with it." The witness further testified: "As to what my opinion is as to his mental condition and particularly when he spoke of his daughter-in-law — well, I thought he was physically and mentally very weak. Regarding Mrs. Yarbrough, the discussion of his daughter-in-law, the long conversation I had with him in regard to her, matters connected with this proposed will, as to what was and is my opinion as to his sanity upon the subject of Mrs. Yarbrough when her name came up — well, I don't think he was sane upon that subject."
In a consideration of this assignment of error, it should be kept in mind that in neither instance did the attorney who was permitted to testify actually represent the alleged testator, and the *403
record does not affirmatively show that the employment of either attorney was really contemplated. But assuming that the relation of attorney and client did actually exist, they were not incompetent witnesses to testify as they did in the instant case. The rule that communications between an attorney and his client are privileged, and that the attorney is an incompetent witness to testify thereto, can not be invoked for the benefit of other persons who are strangers to such relationship. O'Brien v.Spalding,
8. Over the objection — "Your Honor, I think that question is what you might term a monstrosity; I think it calls for a legal conclusion, undertaking to adjudicate this entire litigation; I think it is immaterial and irrelevant, calling for a legal conclusion, undertaking to pass upon the testamentary capacity from a legal construction, and I move that it be suppressed" — Dr. Howell, a witness for the caveatrix, who had never known the testator, in answer to a lengthy hypothetical question which fairly summarized the delusions of the testator as shown by the evidence, testified that it was his opinion, assuming that the statements contained *404 in the question were true, that "the man who made that will was insane and his insanity of a paranoia type; by paranoia type I mean one who is more or less of a monomaniac." On direct examination, he further said: "As to what I would say about his paranoia as related to his daughter-in-law, Mrs. Oliver Yarbrough, well, in your question that seemed to be the one subject on which he was mentally unbalanced and on which he was insane, she was the one persecuting him. And on that particular subject it is my opinion he was insane if these things are true."
"The opinions of experts, on any question of science, skill, trade, or like questions, shall always be admissible; and such opinions may be given on the facts as proved by other witnesses." Code, § 38-1710. Since the objection made did not question the medical experience and qualifications of Dr. Howell, it must be assumed that counsel conceded that the witness was qualified as an expert to answer the question. An expert may testify as to his opinion in response to a hypothetical question which assumes facts identical with the testimony in the case then on trial.Seaboard Air-Line Ry. v. Bradley,
9. In special ground 8, complaint is made that the court erred in charging the jury as follows: "I give you in charge § 113-204 of the Code of Georgia. An insane person cannot generally make a will. A lunatic may, during a lucid interval. A monomaniac may make a will, if the will is in no way the result of or connected with the monomania. In all such cases it must appear that the testament speaks the wishes of the testator unbiased by the mental disease with which he is affected." It is contended that it was error to charge this section of the Code, because: (1) there was no evidence which authorized it in so far as it related to monomania; (2) there was no evidence in the record from which the jury was authorized to find, though the testator may have been afflicted with monomania, that the will resulted from or was connected with such monomania; and (3) the charge was confusing and misleading to the jury, since it submitted an issue which was not authorized by the evidence. When considered in connection with the *405 record, the complaint against this instruction is without merit. This ground amounts merely to a complaint that there was no evidence to support the caveat, and from what we have held in the 10th division of this opinion respecting the general grounds of the motion, it necessarily follows that the charge was adjusted to both the pleadings and the evidence. This being true, it was proper for the court to charge the section.
10. We now come to the principal grounds upon which the motion for new trial rests, viz.: That the verdict is contrary to law and the evidence, and strongly and decidedly against the weight of the evidence. The paramount question in the case is whether or not, in view of all the evidence, the testator was, at the time he made his will, afflicted with monomania from which his will resulted or with which it was connected. Monomania is a diseased condition of the mind and is distinguished from ill will, bad judgment, animosity, prejudice, erroneous conclusions from facts, illogical views, and other conditions of the mind which can be co-existent with sanity. The monomaniac is subject to hallucinations and insane delusions as to one or a few subjects and yet is perfectly rational as to others; he believes in the reality of events which have never occurred and in things which do not exist, and he is incapable of being permanently reasoned out of his erroneous conceptions. Dyar v. Dyar, supra (p. 628).
The will here involved was witnessed by the scrivener, who had not known the testator prior to the day his will was executed; by another, who knew him "very, very casually two or three years prior to his death;" and by a third person, who had known him principally through business transactions. One of the subscribing witnesses knew that the testator had a son, and with this exception none of the witnesses to the will knew the testator's family or his attitude toward its different members. The scrivener, however, did testify in substance that he got the impression from the testator, while he was preparing the will, that he would have provided more for his granddaughter except for her mother.
The plaintiffs in error rely very strongly upon the holding of this court in Brumbelow v. Hopkins,
The evidence was sufficient to authorize the jury to find in favor of the caveatrix, and against the probate of the purported will; and their verdict having the approval of the trial judge, this court will not disturb it. The trial judge did not err in refusing a new trial.
Judgment affirmed. All the Justices concur, except Candler,J., disqualified.