Howard v. Coke
Howard v. Coke
Opinion of the Court
delivered the opinion of the Court.
This is a controversy about the validity of the will of Polly Bullitt, deceased. The will is assailed on two grounds: First, a deficiency of understanding on the part of the testatrix; and Secondly, that its execution was procured by the exercise of undue and improper influence.
• The record contains a largo mass of evidence, both in support of, and against the will. The main questions presented for the consideration of this Court, are, the correctness of the instructions to the jury on the law of the case, and the right of the Chancellor to charge the jury on the evidence.
■ The complainants moved for the following instructions : .
1st. That a person making a will must posses a sound mind, that is, common sense ; which is adequate reason and judgment upon ordinary subjects like other rational men.
2ndly. That a person making a will must possess ca. pacity to manage and attend to the ordinary affairs of life.
The Court declined giving then), and in lieu thereof, gave the following:
1st. That though Polly Bullitt, the testatrix, may not have been an idiot, in the strict legal sense of the term, yet she must have had intelligence competent to the understanding and making this will.
2nd. That if she knew she had property, its uses and value, and that it was in her power to dispose of it as she
The complainants also asked the following additional instructions:
1st. If the jury believe from the evidence, that Polly Bullitt was an idiot from her birth, then she had not a . , , , ... , . . ... . , right to make a will, however wise its provisions might appear.
2d. That if from her birth, the jury find that said Polly, from defect of reason, - was not capable, under the best instructions, of learning how to read, and to count, and to knit, and to sew, and to write, and to take decent -care of her person : and if they find that for defect of reason she was not capable of doing any one of these things, then they should find her to be an idiot from her birth.
'3d, If they find from the evidence, that Polly Bullitt was incapable of learning either to read or to write, to ■sew, to knit or to count; and in addition thereto, that she was unable, from defect of reason, to take care of herself; and that she was never able to acquire the ■amount of reason usual among girls of ordinary minds ■of twelve years of age, then they ought to find for the ■complainants.
4th. If the jury believe from the evidence, that the testatrix was incapable of acquiring, by conversation and •instruction, a competent share of under-standing to enable ■her to govern her estate and take care of her person with reason, then they -ought to find that her mind was not sound.
5th. If they find that she was not capable, for-defect ■of understanding, of acquiring by conversation and in■■struction, the amount of knowledge usually possessed b.y a child of ten years of age, then they ought to-find that 'she was not competent to make a will.
6th. That a person who advances to the age of thirty ■ four years without possessing or being able to acquire a-s ■much mind as an ordinary child of seven years of age, ;is not, in legal-contemplation, of sound mind.
The Court gave the first and sixth and overruled ’the ■others.
The instruction given to the jury by the‘Chancellor is •liable to the following objection: It is based upon the ¡knowledge of certain facts, without discriminating as it -should have done, 'between such knowledge, as the mere ■effort of memory alone, or as the exercise of reason. ’The things enumerated-in the instruction should not only have been known, but they should have been known and -comprehended. Certain facts may be impressed upon •the memory and desires created, where a very slight decree of intellect exists. A child of three or four years of age may be taught a great many things more than it •can comprehend ; it may know them, but not understand■ingly. So in this -instance, the testatrix may have had knowledge of these facts, by having heard them frequently alluded to, and still may not have had intellect enough ■to understand them. And in addition to the facts enu
The Chancellor was correct in his decision that it did not require as much capacity to make a will, as was necessary to traffick in property, or to manage it advantageously. In dealing with others, a person of weak understanding is subjected to the influence of the cunning and adroit representations that may be made use of, for the purpose of accomplishing the end desired. In making a will, such person, in the absence of all improper influences, has only to consult his or her own judgment and inclinations, and follow out their promptings ; which evidently requires less capacity than is necessary to the successful management of an estate, or even its management with reason and discretion.
These suggestions are deemed sufficient to determine the propriety of giving or refusing any of the instructions that were moved for, without subjecting each instruction separately to a critical examination.
After the argument of counsel was concluded, the Chancellor charged the jury upon the evidence. The charge is contained in the record, and is in effect, an argument in favor of the validity of the will. The jury were, however, explicitly informed of the distinction be
The case of Ray vs Woods, (2 B. Monroe, 229,) h&$ been referred to as deciding the right of the Judges to charge the jury on the facts of the case. The question is- , , . J 1 ' . , .... , . - , there left open, the Court merely deciding that if the should be exercised, and nothing was contained in the charge calculated to- mislead the jury or to divert their attention fiorn the issue, or the facts to be found by them bearing upon the issue,, the verdict for this cause, should not be set aside.. In that case the Circuit Judge had stated to the juiy. that in-making up- their verdict, certain circumstances should be taken into consideration by them. It was in effect, deciding that thoseciicutnstances were evidence which they had a right to consider-Whether evidence or not, was a question of law which the Couit had to determine, and- the statement of the Judge to the jury might have been sanctioned upon that principle. We do not regard that case as settling the question; and' looking to the custom that has universally prevailed in. this State to-the contrary, and the difficulties that would ensue from allowing the-exercise of this power In the restricted forro suggested in. the case of Ray vs Woods, when every charge would be subject to revision by this Court-, we have come to the conclusion the power does not exist in.the Judge, and cannot be exer-cised by him to any extent.
James Guthrie, who had acted as the guardian and agent of the testatrix, 'was introduced as a witness in supPort toe will, and his testimony objected to on the ground that he was interested in establishing the capacity , . , , ' ot the testatrix; that hi3 liability might be greater if she were determined to be of unsound mind and unable to have authorized or ratified any of his acts, or to have constituted him her agent, than if the converse of the proposition were true. Thi-s objection was overruled,'and we think properly. His interest, if any, being remote and contingent, it went to- his credibility only, and not to his competency.
But for the error in the instruction given to the jury, and the unauthorized assumption of power by the Chancellor in commenting upon the evidence, the decree is reversed and cause remanded, that a new trial may be
Reference
- Cited By
- 3 cases
- Status
- Published