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In re Will of Lomax

In Re Will of Maggie Nipson Lomax.

In re Will of Lomax, 31 S.E.2d 369 (N.C. 1944)
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Court
Supreme Court of North Carolina · State Highest Courts
Decided
September 20, 1944
Judges
DeviN
Citations
31 S.E.2d 369224 N.C. 4591944 N.C. LEXIS 393155 A.L.R. 278

Opinion of the Court — DeviN

DeviN, J.

While considerable latitude is permitted in the reception of opinion evidence as to mental capacity from witnesses who base their opinions upon personal association, transactions and conversations (In re Rawlings’ Will, 170 N. C., 58 , 86 S. E., 794 ), this rule should not be expanded to include mere expressions of opinion not based on circumstances importing mental incapacity, nor should the witnesses be permitted to answer questions as to whether the person whose mental capacity is the subject of inquiry had sufficient mental capacity to make a will or execute a deed, when neither by the question nor by instructions of court or counsel have the witnesses been apprised of what is in law meant by, or required to constitute, mental capacity sufficient to make" a will.

,To ask a witness whether in his opinion the person under investigation was or was not competent to make a will is improper for the reason that such question assumes the witness knows, or leaves to him to determine for himself, what is or should be the proper test of mental capacity to execute a valid will. Rogers Expert Testimony, 3rd Ed., sec. 206. The obvious objections to allowing a witness to answer the general question as to whether or not a person was capable of making a will or *462 contract have led tbe courts generally to exclude tbe conclusions of witnesses in answer to sucb questions.

“By all courts a mere abstract statement tbat tbe person was or was not ‘capable’ of making a will or a contract or a deed seems to be beld improper; but there is a great contrariety of ruling upon Other fcTrms of statement.” Wigmore Ev., sec. 1958. Capacity to make a will is not a simple question of fact. It is a conclusion which the law draws from certain facts as premises. Lawson Expert & Opinion Ev., page 155. Hence, the witness must state the facts gained from personal obsefvation as a predicate for the expression of his opinion.

Turner v. Am. Security & Tr. Co., 213 U. S., 257 ; Smoot Law of Insanity, sec. 599.

Failure to observe this rule, in the admissions of the evidence elicited by the questions objected to in the- case at bar, has, we think, prejudiced the propounder’s cause. Several non-expert witnesses were permitted to say the decedent at the time of executing the paper writing propounded did not have mental capacity to make a will, apparently without understanding what degree of mental capacity was necessary to constitute legal competency.

While the court in his charge to the jury properly defined mental capacity in accordance with the decisions of this Court (Carland v. Allison, 221 N. C., 120 , 19 S. E. (2d), 245 ;

In re Broach’s Will, 172 N. C., 520 , 90 S. E., 681 ;

In re Thorp, 150 N. C., 487 , 64 S. E., 379 ), we think there was prejudicial error in the admission of testimony, necessitating a new trial, and it is so ordered.

New trial.

How later courts describe this case

No later court has written an explanatory parenthetical about this case yet.

Cited by 10 cases

View all citing references →
1945: 11946: 21947: 11949: 11951: 11955: 11956: 11981: 11991: 119452026peak 1946 · 2

Relies on it most ⓘ

  1. In re Will of Coley280 S.E.2d 770 (N.C. Ct. App. 1981)
  2. Aitkenhead v. Wills179 P.2d 373 (Cal. Ct. App. 1947)
  3. McDevitt v. Chandler86 S.E.2d 438 (N.C. 1955)
  4. Hajmm Co. v. House of Raeford Farms, Inc.403 S.E.2d 483 (N.C. 1991)
  5. In re the Will of York55 S.E.2d 791 (N.C. 1949)
  6. Davis v. Vaughn91 S.E.2d 165 (N.C. 1956)

Most recent

  1. Hajmm Co. v. House of Raeford Farms, Inc.403 S.E.2d 483 (N.C. 1991)
  2. In re Will of Coley280 S.E.2d 770 (N.C. Ct. App. 1981)
  3. Davis v. Vaughn91 S.E.2d 165 (N.C. 1956)
  4. McDevitt v. Chandler86 S.E.2d 438 (N.C. 1955)
  5. In re Will of Tatum65 S.E.2d 351 (N.C. 1951)
  6. In re the Will of York55 S.E.2d 791 (N.C. 1949)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

Authorities cited 5

DepthCaseCited by
In re Will of Broach, 90 S.E. 681 (N.C. 1916) 21
In re Will of Rawlings, 86 S.E. 794 (N.C. 1915) 18
In re Will of Thorp, 64 S.E. 379 (N.C. 1909) 12
Carland v. Allison, 19 S.E.2d 245 (N.C. 1942) 9
Turner v. Am. Sec. & Trust Co., 213 U.S. 257 (1909) 52

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