Palmer's Estate
Palmer's Estate
Opinion of the Court
Opinion by
This is an appeal from the decree of the orphans’ court of Indiana county, affirming the decree of the register of wills refusing to admit to probate a paper purporting to be the last will of Joseph Palmer, deceased. The register’s decree was based upon his finding from the testimony produced before him, that the testator did not possess testamentary capacity at the time he executed the will. On the hearing of the appeal undue influence was urged as an additional reason why the probate should be refused, but as to this the court said the evidence offered for the purpose of showing it was insufficient, and the decree was affirmed on the ground of testamentary incapacity alone.
A great mass of testimony was taken before the court on the hearing of the appeal, and, in addition thereto, by agreement of the parties, there was submitted for its consideration that of J. T. Iiurd and Dr. R. S. Keeler, taken before the register. The former, called by the proponents, was the scrivener who drew the will and one of the subscribing witnesses to its execution ; the latter, called by the contestants, had been the attending physician of the deceased. It clearly appears from the opinion of the judge of the orphans’ court that he sustained the register, not from a consideration of all the testi
The testator died September 5,1906. He was eighty-five years of age. His will was executed August 29, 1906. On that day Hurd, a justice of the peace, in response to a message received the day before that the testator wished to- see him, went to his home. The following is taken from his testimony as to what occurred there: “ Q. What did you do when you .went in? A. 1 said: ‘Good morning; I want to see Mr. Palmer.’ He was upstairs in bed. I then went upstairs. I found Mr. Palmer in bed. Q. Did you make any inquiry of him ? A. I says, ‘ Good morning,’ and shook hands. ‘ How are you this morning ? ’ ‘Hot too bad.’ ‘ What do you want with me ? ’ He says, ‘ I sent for you to write ray will.’ Then there was promiscuous conversation. We talked about farming and different things for, I suppose, twenty minutes. Q. Was the’wilbwritten then? A. Ho, sir. Q. At that time did you discuss the subject-matter of the will? A. Ho, sir; not in that conversation. He just said, ‘ I want you to write my will.’ Then we dropped that subject and we talked about other things. Q. Did you remain in the room or leave it after this general talk ? A. I stayed in there, I suppose, twenty minutes, a little more or less, maybe;' then in came a big man with a satchel I never saw before, and Mrs. Palmer. He got to examining the old man and I got up and went downstairs. Q. Whom did you leave upstairs ? A. Mrs. Palmer and this man.I took to be' a doctor. -He proved to be Dr. Keeler of Marion Center. Q. Then Mrs. Palmer and Dr. Keeler were the only persons in the room besides yourself? A. Yes, sir; and Joseph Palmer. Q. What did you do after you went downstairs ? A. I went outside of the fence and stood there by myself. Q. State whether or not you had any conversation with anyone there after you were at the fence, or did anyone come to you there? A. I stayed there until Dr. Keeler came downstairs and he came out there. I didn’t know his name, but I says, ‘What condition is the old man Palmer’s mind this morning ? ’ He says, ‘ All right.’ He says, ‘ What is your business ? ’ I says, ‘ I play justice of the peace over
It is clear from Hurd’s testimony, from which we have quoted at length, that the testator possessed testamentary capacity, and, turning to Keeler’s, what is to be found in it justifying the conclusion of the court that he did not possess it?. Called as the attending physician of the deceased, Keeler stated in certain portions of his testimony that, as a result of the medicine given to relieve pain, Palmer was- in a torpid condition, that his mind was stupid and inactive and he was not in a fit condition to make a will on August 29, 1906; but, taking the testimony of this witness as a whole, it not only falls short of proving testamentary incapacity, but in a measure corroborates Hurd. Though in one part of it he expressed the opinion that the decedent was not fit to make a will, in another he says: “I don’t know.” Two days before it was executed he himself had filled up two judgment notes for the decedent and witnessed his execution of them. When asked whether he was conscious of what he was doing in business matters, his reply was: “ At the time he made the notes, I think he was; at the will, I don’t know.” In the face of this, little importance is to be attached to his statement that he did not consider the deceased in a “ fit condition ” to make a will, and none in view of what is gathered from other portions of his testimony. From his examination in chief before the register we extract the following: “Q. State whether or not
It is needless to dwell on the insufficiency of Heeler’s testimony as a basis for the decree of the court below. Even if the conclusion was reached from it that the mind of the tes
The decree .is reversed and the record remitted, with direction that the , register of wills of Indiana county admit to probate the paper executed by Joseph Palmer, August 29,1906, as his last will and testament, the costs below and on this appeal to be paid by the appellees.
Reference
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- Wills — Testamentary capacity — Probate—Evidence. Testamentary capacity is the normal condition of one of full age, and the affirmative is with him who undertakes to call it in question, and this affirmative he must establish, not in a doubtful, but in a positive manner. On an application to admit a will to probate, the case turned upon the evidence of the two subscribing witnesses and the attending physician. One of the subscribing witnesses, a justice of the peace, was the scrivener of the will. He testified that the testator dictated it and that he wrote it just as dictated; that in the writing ho made a mistake which the testator corrected; that after it was all written he read it over to the testator who said it was correct. Ho also testified that the testator was rational, and that when he placed the will in his pocket the testator said it was all right. The other subscribing witness testified that the testator signed his name without any assistance, that he seemed to be in a stupid condition, but that she could not tell whether he knew what he was doing. The attending physician testified that the testator was not in fit condition to make a will on the day the paper was executed; but he testified that two days before he himself had filled up two judgment notes for the decedent, and witnessed his execution of them, and at this time the testator was conscious of what he was doing in business matters. The witness also testified that he told the scrivener on the day of the execution of the will that testator’s mind was clear at times when he was aroused, but that his mind was torpid when he was left alone; that “occasionally he would be clear; he seemed to be clear while you were speaking. . . . When you would speak to him he would speak up rational.” Held, that the evidence was not sufficient to justify the refusal to admit will to probate.