In re Will of Bergeron
In re Will of Bergeron
Opinion of the Court
Briefly, some of the evidence bearing on the issues:
The alleged will of McD. Bergeron was signed by-him on Friday evening, 10 December, 1926, about dark, a light was in the room. He was sitting up in bed propped up against the bedstead in his room, where he lived alone, above, his store, at the time he. signed the alleged
J. L. Holler testified: “Friday about dark (about tbe time tbe alleged will was signed), Mr. Ellis came to me and said Mr. Bergeron wanted to know if I would bold up to my original offer-of 65 per cent (on bis stock of goods). It took me by surprise. As a result of that conversation, I saw Mr. Bergeron and bought tbe goods that same night. Eridáy night we immediately began taking inventory. I did not confer with Mr. Bergeron before taking inventory. I made tbe deal through Mr. Ellis.” Tbe check was given Mr. Ellis.
Bergeron was about 58 years old and bad been sick a good deal- that fall and bad been away for bis health. There was marked evidence of a decline in health and be was “bad off” in September. He bad swelling in bis feet and ankles and bad a leaking heart. On tbe morning of 9 December, about 9 o’clock, it was discovered that Bergeron was ill in' bis room, tbe door was broken open and be was found lying with one foot off tbe bed in an unconscious condition. It was in evidence, on tbe part of tbe caveator, that on that day be was'too low to talk. Late in tbe evening next day, about tbe time tbe paper-writing was signed, be was in pretty bad shape! At that time be was in such a condition that he did not have mind enough to know bis different relatives and bis relation to them and tbe scope and effect of making a will of tbe property be bad. He didn’t look like be bad mind for anything. A witness, H. C. Rountree, testified as to. bis condition late in tbe afternoon of tbe 10th, about tbe time tbe alleged will was signed: “I didn’t talk to him, but be looked to me like be was a dead man. I would just go and see him and wouldn’t try to talk to him in tbe condition be was in. Tbe impression bis condition made on me with respect to bis life, was that when I would go there be would be lying there like somebody dead all tbe times I saw him. I have seen him propped up in bed’ and one time I asked him'bow be was feeling and be said he didn’t know. . . 1 As to my having bad enough opportunity to have an opinion satisfactory
John Baines testified: “His condition Friday night was bad (at the time the alleged will was signed). He didn’t talk to me. He may have talked to others. I just stood and looked at him a minute or two and went back. He was always sleeping, or looked like it when I went up there, but you could speak to him and he would open his eyes and go right back again. That was as late as Friday night.”
There was evidence, on the part of propounders that Bergeron had mental capacity to make a valid will, and there was no undue influence exerted.
On Tuesday, 21 December, Bergeron was taken to his nephew’s home in Pitt County, and died there on the night of the 22d — twelve days after the alleged will was made.
McD. Bergeron was married on 31 January, 1900, to Mary Shaw, in Washington, N. C., and lived with her about two years. There was born of the marriage one child on 15 November, 1900. She is some 28 years old, is married and is the caveator in this proceeding — -Mary E. Hudgins. Mary Bergeron brought an action and obtained a divorce against McD. Bergeron on the grounds of abandonment and nonsupport. She took the child and raised her. She lived in Washington, N. O., Norfolk, Ya., and now lives with her daughter and her husband in New Jersey. McD. Bergeron, the father, contributed nothing to the child’s support after the separation, but the entire burden was on the mother. The alleged will of McD.-Bergeron left his property to his niece and nephews.
The court below set aside the findings of the jury on the second issue on the ground of insufficient evidence, as a matter of law, and gave judgment for the propounders.
In Lumber Co. v. Branch, 158 N. C., at p. 253, the law is thus stated: “It is settled beyond controversy that it is entirely discretionary with the court, Superior or Supreme, whether it will grant. a partial new trial. It will generally do so when the error, or reason for the new trial, is confined to one issue, which is entirely separable from the others, and it is perfectly clear that there is no danger of complication. Benton v. Collins, 125 N. C., 83; Rowe v. Lumber Co., 133 N. C., 433.” Whedbee v. Ruffin, 191 N. C., at p. 259.
The court having submitted the issues appearing above, charged the jury thereon and stated the contentions of the parties, to which there was no exception, except to that part of the charge in which the court read the following from 28 R. C. L., sec. 44, page 94, concerning old age and disease in the making of a will, to wit: “Mere old age, physical weakness and infirmity or disease, or even extreme distress and debility of the
The caveator excepted and assigned error to the above part of the charge in italics.
We have a statute which has been in force in this State since 1796, as follows: “C. S., 564. No judge, in giving a charge to the petit jury, either in a civil or a criminal action, shall give an opinion whether a fact is fully or sufficiently proven, that being the true office and province of the jury; but he shall state in a plain and correct manner the evidence given in the case and declare and explain the law arising thereon.”
There are expressions in the charge which we cannot sustain: (a) “Where a testator’s sickness is wholly physical, proof of his condition as to lethargy, suffering and unconsciousness on days preceding or following the execution of a will is entitled to very little consideration.” The weight and consideration was for the jury and not the court to determine. (b) “And the courts will scrutinize efforts by witnesses to
From the evidence adduced on the part of the caveator, and from the facts and circumstances of the case, the portions of the charge objected to, on the whole, were prejudicial and reversible error. They impinged the above statute that no judge “shall give an opinion whether a fact is fully or sufficiently proven.” In this jurisdiction, the court interprets the law and the jury ascertains the facts' — the wall between the two is impenetrable. S. v. Sullivan, 193 N. C., 754. See annotations under S. S., 564, N. C. Code 1927, Michie. It is not so in all jurisdictions. The questions of mental capacity and undue influence in making wills have recently been fully discussed by this Court. See In re Will of Creecy, 190 N. C., 301; In re Will of Brown, 194 N. C., 583; In re Will of Efird, 195 N. C., 76. For the reasons stated there must be a
New trial.
Reference
- Full Case Name
- In re Will of McD. BERGERON
- Status
- Published