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MERRITT v. WALLACE et al.

Supreme Court of Georgia1931-09-17No. No. 8217
173 Ga. 435

Summary

Holding. The trial court properly admitted lay witness testimony regarding the testatrix's mental capacity when the witness was present, observed her conduct and statements, and explained the factual basis for his opinion. The judgment sustaining the caveat is affirmed.

A will allegedly made by Classie McKenzie was challenged on grounds of mental incapacity and undue influence. The trial court initially admitted the will to probate, but upon appeal to superior court, a jury verdict was rendered in favor of the party contesting the will. The propounder of the will sought a new trial, arguing that the trial judge improperly allowed a witness to testify regarding the testatrix's mental capacity without that witness being an expert or sufficiently explaining the factual basis for his opinion.

The appellate court rejected this argument, finding that Georgia law permits lay witnesses to testify about a testator's mental condition when the witness was present and observed the testator's actions and statements, even without formal expert qualification. The witness in this case had observed the testatrix in her home shortly before the will was executed and explained that his opinion was based on her actions and behavior during that time. The court determined the trial judge properly allowed this testimony and found sufficient evidence supported the jury's verdict.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Admissibility of lay witness opinion testimony regarding testamentary capacity
  • Required foundation for non-expert witness opinion on mental state
  • Whether witness observation and stated factual basis satisfy evidentiary requirements

Procedural posture

The propounder of the will appealed the superior court's judgment sustaining a caveat against probate and overruling the motion for new trial.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Atkinson, J.

Application was made to probate a paper in solemn form as the last will of Classie McKenzie. Grounds of caveat were (a) mental incapacity of the testatrix to make a will, and (b) undue influence practiced upon her to make the will. The court of ordinary admitted the will to probate. On appeal to the superior court a trial resulted in a verdict sustaining the caveat. The exception is to the judgment overruling the motion for new trial, filed by the propounder.

The sole special ground of the motion for new trial is because the judge refused, on motion of the propounder, to rule out testimony of Willie James, as follows: “But she did not have sense enough to talk to me.” Also, “From my observation of Olassie at that time I am of the opinion that she did not have sufficient sense to make a will.” The ground urged for ruling out the testimony was that “said evidence was a mere opinion or conclusion of the witness, who had not qualified as an expert, nor being one of the attesting witnesses, without stating the facts and circumstances on which said opinion was based; and because the evidence was totally insufficient in law to enable the witness to give his opinion as to the sanity or insanity” of the testatrix. The testimony objected to was a part of the following testimony of the witness: “I am the half-brother of Annie Marshall, the chief beneficiary in the will, and I was in the room sitting by Aunt Classie’s bed for sometime and had tried to talk with her, but she did not have sense enough to talk with me. Annie Marshall, my sister, after they had gotten ready to make the will, came to me and asked me out of the room, and I went out of the room. From my observation of Olassie at that time I am of the opinion that she did not have sufficient sense to make a will. I base my conclusion on my observation of her actions during the time I had been there and the time I was asked out of the room.” The undisputed evidence of other witnesses was that the testatrix had a stroke of paralysis on April 7; that the will was executed April 11; and that the testatrix died on April 22. A physician testified that the illness of testatrix was “caused by a hemorrhage of the brain, affecting one side of her brain and paralyzing one side of her body all the way down.” In Mosley v. Fears, 135 Ga. 71 (68 S. E. 804), it was held: “Where a question of testamentary capacity was involved, it was not error to allow a witness to testify as follows: eI knew [the testator]; I was present the night he made his will; I formed an opinion as to the condition of his mind; I based that opinion on what he did and what he said; in my opinion he was of sound mind. I considered him of sound mind from what he said and the way he acted/ — the objection being that the witness was not shown to be an expert, and that he did not sufficiently state the facts on which he based his opinion by testifying to what the testator said and how he acted. Frizzell v. Reed, 77 Ga. 725; Herndon v. State, 111 Ga. 178 (36 S. E. 634); Proctor v. Pointer, 127 Ga. 134 (56 S. E. 111).” See also Dyar v. Dyar, 161 Ga. 615 (131 S. E. 535). The judge did. not err in overruling the motion to exclude the testimony.

The evidence was sufficient to support the verdict, and there was no error in overruling the motion for new trial.

Judgment affirmed.

All the Justices concur.