{ "id": 8625579, "name": "In re Will of MINNIE I. S. BARTLETT", "name_abbreviation": "In re Will of Bartlett", "decision_date": "1952-04-30", "docket_number": "", "first_page": "489", "last_page": "494", "citations": [ { "type": "official", "cite": "235 N.C. 489" } ], "court": { "name_abbreviation": "N.C.", "id": 9292, "name": "Supreme Court of North Carolina" }, "jurisdiction": { "id": 5, "name_long": "North Carolina", "name": "N.C." }, "cites_to": [ { "cite": "47 S.E. 655", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "135 N.C. 583", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8660402 ], "opinion_index": 0, "case_paths": [ "/nc/135/0583-01" ] }, { "cite": "88 S.E. 433", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "171 N.C. 787", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 11272407 ], "opinion_index": 0, "case_paths": [ "/nc/171/0787-01" ] }, { "cite": "10 N.C. 393", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 11277459 ], "opinion_index": 0, "case_paths": [ "/nc/10/0393-01" ] }, { "cite": "46 N.C. 94", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8681385 ], "opinion_index": 0, "case_paths": [ "/nc/46/0094-01" ] }, { "cite": "4 S.E. 475", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "98 N.C. 513", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 11275185 ], "opinion_index": 0, "case_paths": [ "/nc/98/0513-01" ] }, { "cite": "36 L.R.A. (N.S.) 162", "category": "reporters:federal", "reporter": "L.R.A.N.S.", "opinion_index": 0 }, { "cite": "72 S.E. 86", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "156 N.C. 59", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 11270150 ], "opinion_index": 0, "case_paths": [ "/nc/156/0059-01" ] }, { "cite": "86 S.E. 975", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "170 N.C. 75", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8657244 ], "opinion_index": 0, "case_paths": [ "/nc/170/0075-01" ] }, { "cite": "93 S.E. 912", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "174 N.C. 382", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 11254024 ], "opinion_index": 0, "case_paths": [ "/nc/174/0382-01" ] }, { "cite": "193 S.E. 219", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 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"opinion_index": 0, "case_paths": [ "/nc/122/0222-01" ] }, { "cite": "72 S.E. 309", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "156 N.C. 228", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 11270825 ], "opinion_index": 0, "case_paths": [ "/nc/156/0228-01" ] }, { "cite": "77 S.E. 759", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "162 N.C. 586", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 11272095 ], "opinion_index": 0, "case_paths": [ "/nc/162/0586-01" ] }, { "cite": "1917 B, 1054", "category": "reporters:state", "reporter": "Barb.", "opinion_index": 0 }, { "cite": "84 S.E. 39", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "168 N.C. 48", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8656925 ], "opinion_index": 0, "case_paths": [ "/nc/168/0048-01" ] }, { "cite": "126 S.E. 107", "category": 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0, "case_paths": [ "/nc/220/0402-01" ] }, { "cite": "56 S.E. 855", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "144 N.C. 184", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8659322 ], "opinion_index": 0, "case_paths": [ "/nc/144/0184-01" ] }, { "cite": "95 S.E. 769", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "175 N.C. 420", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8659797 ], "opinion_index": 0, "case_paths": [ "/nc/175/0420-01" ] }, { "cite": "140 S.E. 192", "category": "reporters:state_regional", "reporter": "S.E.", "case_ids": [ 8716086 ], "opinion_index": 0, "case_paths": [ "/sc/141/0476-01" ] }, { "cite": "194 N.C. 583", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8614172 ], "opinion_index": 0, "case_paths": [ "/nc/194/0583-01" ] }, { "cite": "162 S.E. 897", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "202 N.C. 373", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8626439 ], "opinion_index": 0, "case_paths": [ "/nc/202/0373-01" ] }, { "cite": "184 S.E. 74", "category": "reporters:state_regional", "reporter": "S.E.", "opinion_index": 0 }, { "cite": "209 N.C. 470", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 2221548 ], "opinion_index": 0, "case_paths": [ "/nc/209/0470-01" ] }, { "cite": "45 S.E. 2d 526", "category": "reporters:state_regional", "reporter": "S.E.2d", "opinion_index": 0 }, { "cite": "228 N.C. 405", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8626579 ], "opinion_index": 0, "case_paths": [ "/nc/228/0405-01" ] }, { "cite": "62 S.E. 2d 330", "category": "reporters:state_regional", "reporter": "S.E.2d", "opinion_index": 0 }, { "cite": "232 N.C. 701", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8613654 ], "opinion_index": 0, "case_paths": [ "/nc/232/0701-01" ] } ], "analysis": { "cardinality": 797, "char_count": 13455, "ocr_confidence": 0.48, "pagerank": { "raw": 2.75835321577924e-07, "percentile": 0.8333570798915304 }, "sha256": "7f5d26175a7f0f5ffa552c84998fc04410ce03a13e77713032fca923baf6a11d", "simhash": "1:86e69fd96869b18b", "word_count": 2400 }, "last_updated": "2023-07-14T17:52:11.505162+00:00", "provenance": { "date_added": "2019-08-29", "source": "Harvard", "batch": "2018" }, "casebody": { "judges": [], "parties": [ "In re Will of MINNIE I. S. BARTLETT." ], "opinions": [ { "text": "EbviN, J.\n\"When a caveat to the probate of a paper writing propounded as the last will and testament of a deceased person is filed with the clerk of the Superior Court having jurisdiction in conformity with the provisions of the statute now codified as G.S. 31-32, and the resultant proceeding is transferred by such clerk to the trial docket of the Superior Court for trial of the issues of fact raised by the caveat at term in conformity to the requirements of the statute now embodied in G.S. 31-33, the issues of fact must be tried by a jury. Brissie v. Craig, 232 N.C. 701, 62 S.E. 2d 330; In re Will of Hine, 228 N.C. 405, 45 S.E. 2d 526; In re Will of Roediger, 209 N.C. 470, 184 S.E. 74; In re Will of Rowland, 202 N.C. 373, 162 S.E. 897; In re Will of Brown, 194 N.C. 583, 140 S.E. 192; In re Will of Chisman, 175 N.C. 420, 95 S.E. 769.\nThe founders of our legal system intended that the right of trial by jury, whether constitutional or statutory in origin, should be a vital force rather than an empty form in the administration of justice. They realized that this could not be if the petit jury should become a mere unthinking echo of the judge\u2019s will. To forestall such eventuality, they clearly \u2022demarcated the respective functions of the judge and the jury in both -civil and criminal trials in a familiar statute, which was enacted in 1796 and which originally bore this caption: \u201cAn act to secure the impartiality of trial by jury, and to direct the conduct of judges in charges to the petit jury.\u201d Potter\u2019s Revisal, Vol. 1, ch. 452. This statute, which now appears as G.S. 1-180, establishes these fundamental propositions: (1) That it is the duty of the judge alone to decide legal questions presented at the trial, and to instruct the jury as to the law arising on the evidence given in the case; (2) that it is the task of the jury alone to determine the facts of the case from the evidence adduced; and (3) that \u25a0\u201cno judge, in giving a charge to the petit jury, shall give an opinion whether a fact is fully or sufficiently proven, that being the true office and province of the jury.\u201d This statute is designed to make effectual the right of every litigant \u201cto have his cause considered with the \u2018cold neutrality of the impartial judge\u2019 and the equally unbiased mind of a properly instructed jury.\u201d Withers v. Lane, 144 N.C. 184, 56 S.E. 855.\nAlthough the statute refers in terms to the charge, it has always been construed to forbid the judge tq convey to the petit jury in any manner at any stage of the trial his opinion on the facts in evidence. Bailey v. Hayman, 220 N.C. 402, 17 S.E. 2d 520; Thompson v. Angel, 214 N.C. 3, 197 S.E. 618; S. v. Oakley, 210 N.C. 206, 186 S.E. 244; S. v. Bryant, 189 N.C. 112, 126 S.E. 107; Bank v. McArthur, 168 N.C. 48, 84 S.E. 39, Ann. Cas. 1917 B, 1054; S. v. Cook, 162 N.C. 586, 77 S.E. 759; Park v. Exum, 156 N.C. 228, 72 S.E. 309; Marcom v. Adams, 122 N.C. 222, 29 S.E. 333. As a consequence, the judge violates the statute and commits reversible error in so doing if he puts to a witness questions which convey to the jury his opinion as to what has, or has not, been proved by the testimony of such witness. S. v. Perry, 231 N.C. 467, 57 S.E. 2d 774; S. v. Cantrell, 230 N.C. 46, 51 S.E. 2d 887; S. v. Bean, 211 N.C. 59, 188 S.E. 610; S. v. Winckler, 210 N.C. 556, 187 S.E. 792; Morris v. Kramer, 182 N.C. 87, 108 S.E. 381; 70 C. J., Witnesses, section 721.\nThe legal battle between the propounders and the caveators in the Superior Court revolved in the main around the crucial question whether the paper writing propounded for probate was wholly written and subscribed by the hand of Minnie I. S. Bartlett, whose will it purports to be. Gr.S. 31-3. Nobody testified that he saw the script being written. The propounders and the caveators undertook to sustain their respective positions as to the genuineness or falsity of the paper writing by the testimony of numerous witnesses divided into these categories: (1) Expert witnesses, who compared the disputed document with allegedly genuine specimens of the decedent\u2019s handwriting (G.S. 8-40, S. v. Cofer, 205 N.C. 653, 172 S.E. 176); and (2) nonexpert witnesses, who claimed to be acquainted with the decedent\u2019s handwriting either because they had seen her write other papers, or because they had acquired competent knowledge of her handwriting in some other approved manner. Owens v. Lumber Co., 212 N.C. 133, 193 S.E. 219; Oil Co. v. Burney, 174 N.C. 382, 93 S.E. 912; Morgan v. Fraternal Association, 170 N.C. 75, 86 S.E. 975 ; Nicholson v. Lumber Co., 156 N.C. 59, 72 S.E. 86, 36 L.R.A. (N.S.) 162; Tuttle v. Rainey, 98 N.C. 513, 4 S.E. 475; McKonkey v. Gaylord, 46 N.C. 94; S. v. Candler, 10 N.C. 393; Wigmore on Evidence (2d Ed.), section 693.\nOne of the nonexpert witnesses called to the stand by the propounders was Mrs. C. G. Rose, who testified, in substance, that she received by mail each Christmas for some years next preceding the decedent\u2019s death a Christmas card purporting to bear the decedent\u2019s signature; that she obtained a knowledge of the decedent\u2019s handwriting by seeing the Christmas cards thus received by her; and that in her opinion every word of the paper writing propounded for probate was in the genuine handwriting of the decedent. This witness identified the propounders\u2019 Exhibit J\" as the Christmas card she \u201cgot . . . out of the mail box in 1944,\u201d and that exhibit was thereupon admitted in evidence.\nThis testimony and exhibit was received by the trial judge over the objections of the caveators, who drew from Mrs. Rose on cross-examination the admissions that she had never seen the decedent write, and that she merely \u201cthought\u201d the name appearing on each of the Christmas cards was the decedent\u2019s signature.\nThe presiding judge thereupon put the following questions to Mrs. Rose and elicited the following answers from her:\nQuestion: \u201cOver what period of time did you receive Christmas cards from Mrs. Bartlett?\u201d\nAnswer: \u201cI received cards from her every year after I got acquainted with her until she died.\u201d\nQuestion: \u201cYou exchanged Christmas cards every year?\u201d\nAnswer: \u201cYes, Sir.\u201d\nQuestion: \u201cAs far as you know she did write them?\u201d\nAnswer: \u201cYes, Sir, as far as I know she wrote them.\u201d\nThe caveators noted exceptions to these questions and answers. We are compelled to adjudge such exceptions to be well taken.\nA trial judge has undoubted power to interrogate a witness for the purpose of clarifying matters material to the issues. S. v. Horne, 171 N.C. 787, 88 S.E. 433; Eekhout v. Cole, 135 N.C. 583, 47 S.E. 655. He should exercise such power with caution, however, lest his questions, or his manner of asking them, reveal to the jury his opinion on the facts in evidence and thus throw the weight of his high office to the one side or the other. The questions put to Mrs. Rose by the judge in the instant case were improper. They conveyed to the jury the opinion of the judge that the testimony of the witness proved the Christmas cards to be the genuine products of the hand of the decedent. Their prejudicial effect upon the cause of the caveators was much augmented at later stages of the trial by the repeated use of Exhibit J by witnesses for the propounders as a supposedly genuine specimen or standard of the decedent\u2019s handwriting for comparison with the disputed document.\nAn observation made by a great jurist, the late Justice Walker, in Withers v. Lane, supra, seems germane: \u201cThe learned and able judge who presided at the trial, inspired, no doubt, by a laudable motive and a profound sense of justice, was perhaps too zealous that what he conceived to be the right should prevail, but just here the law, conscious of the frailty of human nature at its best, both on the bench and in the jury-box, intervenes and imposes its restraint upon the judge, enjoining strictly that be shall not in any manner sway the jury by imparting to them the slightest knowledge of his own opinion of the case.\u201d\nWe omit discussion of the questions raised by the other assignments of error. They are not likely to arise when the cause is tried anew.\nFor the reasons given, the caveators are granted a\nNew trial.", "type": "majority", "author": "EbviN, J." } ], "attorneys": [ "Dees \u2022& Dees and Boy M. Sasser for the propounders, appellees.", "J. Faison Thomson and John S. Peacoch for the caveators, appellants." ], "corrections": "", "head_matter": "In re Will of MINNIE I. S. BARTLETT.\n(Filed 30 April, 1952.)\n1. Wills \u00a7 24\u2014\nIssues of fact raised by a caveat must be tried by a jury. 6.S. 31-33.\n2. Trial \u00a7 18\u2014\nIt is tbe duty of tbe court alone to decide legal questions presented at tbe trial and to instruct tbe jury as to tbe law arising on tbe evidence in tbe case; and it is tbe function of tbe jury alone to determine tbe facts of tbe case from tbe evidence, it being prohibited that tbe court should give an opinion in any manner as to whether a fact is fully or sufficiently proven. G.S. 1-180.\n3. Trial \u00a7 6\u2014\nTbe trial judge is forbidden to convey to the petit jury in any manner at any stage of the trial bis opinion on tbe facts in evidence. G.S. 1-180.\n4. Same\u2014\nPropounders sought to prove tbe genuineness of tbe bandwriting of tbe script by testimony of a witness who had received Christmas cards each year from deceased but who had never seen deceased write. Meld: Interrogation of tbe witness by tbe judge which amounted to an expression of opinion by tbe court to the effect that the testimony of the witness proved tbe cards to be in tbe bandwriting of decedent is error and was prejudicial under the facts of this case.\n5. Same\u2014\nWhile tbe trial court has the power to interrogate a witness for tbe purpose of clarifying matters material to tbe issues, he must exercise such power with caution so as not to reveal to tbe jury his opinion on tbe facts in evidence.\nAppeal by caveators from Bennett, Special Judge, and a jury, at August Term, 1951, of WayNE.\nCaveat to script propounded for probate as holographic will.\nThese are the essential facts:\n1. On 25 February, 1920, Minnie I. S. Bartlett, whose maiden name was Minnie I. Sasser, married \"W. H. Bartlett, the widowed father of four small daughters, who then ranged downward in ages from eleven to four years. These daughters are now known as Ruby B. Waters, Clara Bartlett, Welda B. Best, and Virginia B. Sasser.\n2. W. H. Bartlett and his second wife, Minnie I. S. Bartlett, lived together in the marital state upon the latter\u2019s farm in Wayne County from the day of their marriage until 2 January, 1949, when the latter died without issue. Minnie I. S. Bartlett acted as foster-mother to her four stepdaughters throughout her married life.\n3. On 18 January, 1949, W. H. Bartlett and his four daughters, as propo.unders, presented the script in controversy to the Clerk of the Superior Court of Wayne County, asserted that it was executed by Minnie I. S. Bartlett as her holographic will, and asked that it be legally established as such. The clerk thereupon admitted the paper to probate in common form as the last will of Minnie I. S. Bartlett. The document is couched in this language:\nThis is my will at my death to my husband W. H. Bartlett all my property all his life. At his death want all property valued and divided in four equal shares. One to Ruby B. Waters one to Clara Bartlett one to Welda B. Best and one to Virginia B. Sasser. And to Clara Bartlett my dimond ring. At my husband death I want my neice Sadie Collins to have 2 chair one table mirrow in hall, and all my family pictures. All so land enough for building lot on high way where she desires.\nMay 1946 MiNnte I. S. Bartlett.\n4. On 24 October, 1950, Sadie Collins and N. C. Howell appeared before the Clerk of the Superior Court of Wayne County and entered a caveat to the probate of the script, alleging \u201cthat the paper writing . . . is not the last will and testament of Minnie I. S. Bartlett for that it was not executed ... as required by law.\u201d The Clerk forthwith transferred the caveat proceeding to the trial docket of the Superior Court for trial by jury at term upon the issue of devisavit vel non. Bettie Holder Delay,. Junia Holder Gunter, Daniel T. Holder, Henry S. Holder, John E. Holder, Nancy Jane Holder, Walter A. Howell, and Frank Sasser after-wards entered general appearances in the proceeding and aligned themselves with the original caveators. The persons named in this paragraph claim that they would inherit the property of Minnie I. S. Bartlett in-case the script is rejected.\n5. When the proceeding was tried on its merits, the propounders offered evidence tending to show that the script was written and subscribed in its entirety by the hand of Minnie I. S. Bartlett and was found after her death among her valuable papers and effects. The caveators presented testimony indicating that portions of the paper writing, including the name subscribed thereto, were not in the handwriting of the decedent. The trial judge submitted these issues to the jury: (1) Was-the paper writing purporting to be the last will and testament of Mrs. Minnie I. S. Bartlett found among ber valuable papers and effects after ber death, as .alleged by the propounders? (2) Is said paper writing and every part thereof in the bandwriting of the deceased, Mrs. Minnie I. S. Bartlett, and ber name subscribed thereto, 'as alleged by the propounders? The jury answered both of these issues in the affirmative, and the trial judge entered judgment establishing the script as the will of the decedent. The caveators excepted and appealed, assigning errors.\nDees \u2022& Dees and Boy M. Sasser for the propounders, appellees.\nJ. Faison Thomson and John S. Peacoch for the caveators, appellants." }, "file_name": "0489-01", "first_page_order": 539, "last_page_order": 544 }