Little v. Sugg, 8 Div. 120.

Decision Date28 May 1942
Docket Number8 Div. 120.
Citation8 So.2d 866,243 Ala. 196
PartiesLITTLE v. SUGG et al.
CourtAlabama Supreme Court

Rehearing Denied June 30, 1942.

Appeal from Circuit Court, Franklin County; Chas P. Almon, Judge. [Copyrighted Material Omitted] [Copyrighted Material Omitted] [Copyrighted Material Omitted] [Copyrighted Material Omitted]

Assignment 24 is as follows: "For that the court erred in sustaining the defendants' objections to questions propounded to the plaintiff for the purpose of identifying certain letters purporting to have been written by Mrs Henrietta Sugg, the tendency of the questions being to show whether or not Mrs. Sugg signed letters 'Hen'."

Proponent asked the witness Caradine the following question, sustaining of contestant's objection to which is made the basis of assignment 42: "I will ask you to state whether during the period of time he was here on the last occasion, you did say he was mentally alert or not?"

The sustaining of objection by contestants to the following question propounded by proponent to witness Murphy is the subject of assignment 45: "Was or was not Charles R. Burgess a man of keen business sense?"

The question to witness Cocke made the subject of assignment 47 is as follows: "Doctor, would it be an indication of insanity for a man seventy-two years of age to place his chair where he would be facing the crowd and sit down and talk to people, a man that had reached the age of seventy-two years, where there were chairs set out in front of a hotel or lobby where the guests sat and conversed, would it, in your opinion, be indicative of insanity that a man of that age would bring his chair to a point on the sidewalk where he would be facing the crowd in conversing?"

Proponent propounded to the witness Dr. Schmid the following question: "But since you have been retained to come here and testify in behalf of the contestants your memory has been refreshed as to some of the evidence?"

The sustaining of contestants' objection to this question is the basis of assignment 73.

The following charges were refused to proponent:

"3. I charge you that the evidence in this case is insufficient to support the allegation of specification No. 1 to the effect that the alleged will was not duly executed by the deceased."

"19. The Court charges the jury that the undisputed evidence in this case establishes the fact that Charles Rabon Burgess signed the alleged will and requested each of the attesting witnesses to witness his said will and that each of the said witnesses subscribed the same in the presence of each other and in the presence of Charles Rabon Burgess."

"23. The jury will not be authorized to return a verdict for the Contestants upon the issue of undue influence without evidence, believed by the jury, reasonably satisfying the jury, that there was such coercion brought to bear upon the said Charles Rabon Burgess that the signing of the alleged will was not the product of his own will."

"25. I charge you that the burden of establishing undue influence is upon the Contestants. For undue influence to vitiate a will the same must in some measure destroy the testator's free agency, must be equivalent to moral coercion and must constrain him to do that which is against his will, but which, from fear, the desire of peace, or some other feeling other than affection, he is unable to resist. Unless the Contestant has shown, from the evidence and to your reasonable satisfaction, such undue influence as meets the requirements of this definition, then your verdict must be for the proponent on the issue of undue influence."

"27. Undue influence is that which compels the testator to do that which is against his will, from fear, the desire of peace, or some feeling which he is unable to resist, and which is tantamount to force or fear. The burden of establishing such undue influence rests upon the Contestants and, unless the Contestants have shown such undue influence as meets the requirements of this definition, by credible evidence, and to your reasonable satisfaction, you should find for the proponent on the issue of undue influence." "51. The Court charges the jury that if from the evidence the jury be reasonably satisfied of the truth of any theory of facts, consistent with the validity of the will, which is equally as probable as some theory of facts inconsistent with the validity of the will, the will should be sustained and the jury should find for the proponent of the will."

"52. The Court charges the jury that the right of a person to make a will is a solemn and sacred right accorded by the law, and that a testator should be protected and safeguarded in the due execution of his will by juries, as far as the statute will permit, from forgetful or corrupt or false attesting and subscribing witnesses, and the jury should consider with great caution and with suspicion, the testimony of the witness, D. J. Bolton, so far as such testimony may tend to disprove the due and lawful execution of the will here offered for probate, which it is undisputed he signed as an attesting witness."

"4. If you believe the evidence, you will find that the alleged will was duly executed by Charles Rabon Burgess."

"5. The court charges the jury that the evidence is insufficient to justify a verdict for contestants on grounds of contest numbered 1."

Charges 6 and 7 are the same as charge 5, except as to the ground of contest.

"20. I charge you that the instrument offered for probate as the will of Charles Rabon Burgess was, if you believe the evidence in this case, executed and witnessed in the manner and forms required by law."

"21. I charge you that the instrument offered for probate as the will of Charles Rabon Burgess was, if you believe the evidence in this case, duly signed by the said Charles Rabon Burgess and attested by the witnesses in the manner and form required by the law.

These charges were given at the request of contestants:

"2. The Court charges you, gentlemen of the jury, that in order for the alleged will of Charles Rabon Burgess, here offered in evidence, to be a good and valid will, it must be in writing and signed by Mr. Burgess, or by some person in his presence and by his direction, and attested by two witnesses who must subscribe their names thereto as witnesses, in the presence of Mr. Burgess."

"3. The Court charges you, gentlemen of the jury, that the witnesses to the will of Charles Rabon Burgess must have seen Mr. Burgess sign his name to the alleged will here offered in evidence, or Mr. Burgess must have acknowledged to them that the signature affixed to the will was his signature."

"4. The Court charges you that, if you are reasonably satisfied from the evidence that the witnesses to the alleged will offered in evidence, or either of them, did not see Charles Rabon Burgess sign his name to such will, and Mr. Burgess did not acknowledge to them that the signature affixed to the will was his signature, then the will was not legally executed and your verdict should be for the contestants and against the validity of the will. The law is that if either one of the witnesses did not see Mr. Burgess sign his name to the will and Mr. Burgess did not acknowledge the signature to the will to be his signature then the will was not legally executed."

"5. The Court charges you, gentlemen of the jury, that if Charles Rabon Burgess, at the time he executed the paper here offered as his will, did not have mind and memory sufficient to understand the business he was engaged in, to remember the property he was about to devise and bequeath, the objects of his bounty and the manner in which he wished to dispose of his property, then he did not have the mental capacity sufficient to execute a will."

"6. Gentlemen of the jury, you must decide and decide from the evidence, whether or not Charles Rabon Burgess, at the time of making this alleged will, had sufficient mental capacity to understand, first, his property, its nature and kind; second, whether or not he had sufficient mental capacity to understand the natural recipients of his bounty, that is, his relatives and the ones he would naturally want to leave his property to; and third, whether he had sufficient mental capacity to understand the will that he made; to understand how he was disposing of his property, to really understand the will and to know what he was doing, to really know how he was doing it."

"11. The Court charges you, gentlemen of the jury, that if you are reasonably satisfied from the evidence that confidential relations, as the Court has defined confidential relations to you, existed between Charles Rabon Burgess and his sister, Mrs. Agnes Little, and if you are further reasonably satisfied from the evidence that Mrs. Agnes Little, directly or indirectly, was active in writing the will or in securing witnesses to the will or in getting the will executed, then the law raises the presumption that the will was obtained by undue influence and casts the burden on Mrs. Agnes Little to prove to your reasonable satisfaction that the will was not produced by undue influence, either directly or indirectly."

"12. The Court charges you, gentlemen of the jury, that it is not the means employed so much as the effect produced which must be considered in determining whether undue influence has contributed to the making of the will of Mr. Burgess, for though the influence exerted over him, if any, was such as, if applied under ordinary circumstances, or exercised over persons of ordinary powers of resistance, would be regarded as innocent, yet, if in this particular case it resulted in the making of a will contrary to Mr. Burgess' desire, it amounted to undue influence."

"16. The Court charges you that if you believe from the evidence...

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30 cases
  • Johnson Pub. Co. v. Davis
    • United States
    • Alabama Supreme Court
    • 18 Agosto 1960
    ...right of the jury to write a general verdict, and it is held error for the court to require a special verdict.' See also Little v. Sugg, 243 Ala. 196, 8 So.2d 866; Spry v. Pruitt, 256 Ala. 341, 54 So.2d It is asserted that the law is clear that the word 'court' includes judge and jury. In C......
  • McGee v. McGee
    • United States
    • Alabama Supreme Court
    • 23 Marzo 2012
    ...a testator to have been unduly influenced and that these cases have sub silentio overruled earlier cases such as Little v. Sugg, 243 Ala. 196, 212, 8 So.2d 866, 881 (1942). In Little, this Court clearly explained: “ If a will is procured by undue influence, it is not essential that the bene......
  • McGee v. McGee, 1091798
    • United States
    • Alabama Supreme Court
    • 13 Enero 2012
    ...a testator to have been unduly influenced and that these cases have sub silentio overruled earlier casessuch as Little v. Sugg, 243 Ala. 196, 212, 8 So. 2d 866, 881 (1942). In Little, this Court clearly explained: "If a will is procured by undue influence, it is not essential that the benef......
  • Shelton v. Gordon
    • United States
    • Alabama Supreme Court
    • 21 Abril 1949
    ...issue by the third ground of contest and the charge was, therefore, invasive of the province of the jury in the form requested. Little v. Sugg, 243 Ala. 196, 206(8, 8 So.2d 866. On the careful review of the entire evidence, however, we are convinced that to give it was without injury. The f......
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