Hamilton v. Hamilton

This is an appeal from the rulings of the Circuit Court for Prince George's County on the trial of issues sent to it by the Orphans' Court of that county on a caveat to the will of William Hamilton. The issues which are in the usual form are: 1. As to knowledge of the contents of the will. 2. As to undue influence; and 3. As to testamentary capacity.

Seven exceptions were taken to rulings on the evidence, and the eighth embraces the prayers. We will consider them in the order in which they were taken: 1. George P. Hickey, Register of Wills of the county, was a witness to the will, and was called by the caveators. He was asked the question: "State whether or not in your opinion William Hamilton was capable of executing a valid deed or contract on the 7th day of April, 1915?" The question was objected to by the caveatees, unless he was confined to the opinion he had on the day the will was executed, and not that at the present time or any time subsequent to the execution of the will. The objection was overruled and the witness answered "No." There was no valid objection to the question. The witness testified on cross-examination that he believed at the time the will was executed that the testator was capable, and that his opinion at the time he testified was based on what the testator's son had afterwards told him. It is true that he was not authorized to form an opinion on what some one else, especially a caveator, had told him, but the question as propounded was in the usual form and was admissible. When it was developed on cross-examination that his answer to the question was based on what the son told him, a motion could have been made to strike out the answer and it would have been the duty of the Court to grant the motion and instruct the jury not to consider it.

2. Thomas Hamilton, one of the caveators, was called by them. He testified without objection to a number of things and was afterwards asked: "Did you ever hear any conversation between your father and Charlie after Charlie came there in March in regard to the property?" He answered: "Yes, sir"; and then was asked: "Just tell the jury about the conversation; where it took place and what was said?" "Charlie" is the appellant. He is the executor and sole devisee and legatee named in the will, and was, by the order of the Orphans' Court, made defendant, and the appellees, who were the caveators, were made plaintiffs in the trial of the issues.

The appellant's objection is based on the contention that Thomas Hamilton was not a competent witness under Section 3 of Article 35 of the Code. He was undoubtedly competent to testify to what Charlie said, and what his father said to Charlie could not possibly have injured the appellant, as it did not reflect upon the question of testamentary capacity and rather tended to show that he was not susceptible to undue influence. Beyond that no authority has been cited to sustain the appellant's position — that he was incompetent. The practice in this State has been to permit caveators and caveatees to testify on the trial of issues framed on caveats to wills. They are not proceedings "In which judgments or decree may be rendered for or against them," as no judgment is entered in the law Court where they are tried. Other reasons might be given for not applying the statute to the trials of issues on caveats to wills but as such is the established practice, and our reports show that caveators and caveatees have been without question permitted to testify since the present statute was passed, we do not deem it necessary.

3. The third exception was as to a conversation a confessedly competent witness had with the decedent about eleven months before the will was made. It is sufficient to say that there was no reversible error in that ruling.

4. The fourth exception was taken to the testimony of Father Loughlin, a Catholic priest, who administered the sacrament to the decedent about two weeks before his death. There are three questions and the answers in full stated in the record, and the exception is: "To the propounding of which questions counsel for the caveatee objected." The form of this bill of exceptions — embracing several questions and answers — has often been disapproved. See Junkins v. Sullivan, 110 Md. 539 and Weeks v. State, 126 Md. 223, where other cases are cited. In this case it would be impossible to determine from the bill of exceptions when the first two questions were objected to, and if we confine the objection to the last question and answer we could not say that there was reversible error — especially as the witness had previously testified without objection, and more at length to substantially what is embodied in it. We therefore do not feel called upon or at liberty to review what is contained in this bill of exception.

5. The fifth is not pressed. The ruling in the sixth and seventh could not have injured the appellant. The verdict of the jury was in favor of the appellees on the issue as to testamentary capacity, as well as to undue influence. The evidence in the sixth exception, which was stricken out, and the question in the seventh exception which was objected to and ruled out could only have been admissible on the issue as to undue influence. From what we say in passing on the eighth exception it will be seen that in our judgment there was no reversible error in either of these rulings.

6. This brings us to the last or eighth exception. The caveators offered five prayers, all of which were granted, except the third, and the caveatee offered six, all of which were granted, except the second. The only exception to the rulings on the prayers which is pressed, is to the rejection of the caveatee's second prayer — that there was no evidence legally sufficient to sustain the second issue (of undue influence), and therefore their answer to it must be "No." We are not entirely satisfied that the evidence in the record as to undue influence was legally sufficient to be submitted to the jury, but as we have often said in order to authorize the Court to reverse a case there must be both error and injury. There is ample evidence in the record to sustain the verdict of the jury as to testamentary capacity. If the Court had granted the appellant's second prayer, that could have made no possible difference, in so far as the issue on testamentary capacity is concerned. We do not see how the jury could have been in anywise influenced to find the verdict it did as to testamentary capacity by reason of the error, assuming it to be error, in reference to undue influence, and hence as the will is invalid by reason of the lack of testamentary capacity of the testator as found by the jury, the appellant was not injured by the ruling of the Court on undue influence. So we do not deem it necessary or proper to reverse the case and order a new trial. The action of the Court was notreversible error, as it did the appellant no injury, and hence was not such error as calls upon us to reverse the rulings. They will therefore be affirmed.

Rulings affirmed and cause remanded.