251 Mo. 641 | Mo. | 1913
“Josephine Bensberg and Laura Seitz, Plaintiffs, vs. Washington University, a Corporation, German General Protestant Orphans Home, a Corporation, Missouri Historical Society, a Corporation, and Wm. J. Murray and the St. Louis Union Trust Company, a Corporation, Executors of the Last Will of Charles, Seitz, Deceased, Defendants.
“Plaintiffs aver that at the times hereinafter referred to the defendant. Washington University was and is a corporation, duly incorporated under the laws of Missouri; the defendant German General Protestant Orphans Home was and is a corporation, duly organized under said laws; the defendant Missouri Historical Society was and is a corporation duly organized under the said laws, and the defendant St. Louis Union Trust Company was and is a corporation duly organized under said laws.
“Plaintiffs further allege that they are the only children and sole heirs-at-law of Charles Seitz, late of the city of St. Louis aforesaid, who departed this life on the 1st day of February, 1907. That after the death of said Charles Seitz, deceased, -to-wit, on February 5, 1907, an instrument in writing, bearing date the 31st day of May, 1905, purporting to be the last will and testament of said Charles Seitz, but which was not, in fact, his last will, was presented to the probate court of the city of St. Louis for probate by the de*645 fendants and alleged by them to be the last will and testament of said Charles Seitz and said instrument was by said probate court on said day duly admitted to probate.
“That said instrument is in words and figures as follows, to-wit:
“ ‘I, Charles Seitz, of the city of St. Louis, State of Missouri, of sound mind and memory, do make, declare and publish «this, my last will and testament, hereby revoking all other wills and testaments heretofore made by me.
“ ‘.After the payment of my just debts and funeral expenses, I give, devise and bequeath to the German General Protestant Orphans’ Society of No. 4447 Natural Bridge Road of the city of St. Louis, one thousand dollars ($1000); Missouri Historical Society, No. 1600 Lucas Place, of the city of St. Louis, one thousand dollars ($1000), and the balance of my estate of which I may die seized, possessed or entitled, whether real, personal or mixed, wheresoever situated and whatever nature, in equal parts, share and share alike, in fee simple, absolute to my two children Josephine and 'Laura Seitz, and in case of the death of either of my two children without heirs of their body, to the Washington University of the city of St. Louis. I direct and require that any and all real estate held by anyone in trust for me shall be at once conveyed and transferred to my aforesaid children in absolute.
“ ‘I appoint herewith my friend William J. Murray and the St. Louis Union Trust Co. of the city of St. Louis to execute my last will and testament.
“ ‘In witness whereof I have hereunto set my hand and áffixed my seal this 31st day of May, 1905.
“Charles Seitz. (Seal)
“ ‘The above and foregoing instrument of writing was this 31st day of May, 1905, signed, sealed by the above named Charles Seitz as and for his last will and testament in our presence of each of us who at*646 his request and in his presence have hereunto set our names as attesting witnesses thereof.
“ ‘John Rueckert,
‘ ‘ ‘ Christ A Stadler.
“ ‘It is further my wish and desire that after my demise I be buried heside the remains of my dear mother in Bellefontaine Cemetery of St. Louis, being lot No. 4413 of said cemetery.
“ ‘Also that a suitable monument to be placed on said lot not to exceed the cost of five thousand dollars.
“ ‘Charles Seitz/
“That the original of said pretended will is on file among the records of said probate court. That said Charles Seitz was at the time of his demise possessed of a large amount of real estate in the City of St. Louis of the value of about forty-five thousand dollars, having an annual rental value of about four thousand dollars, and of personal estate of the value of about sixty thousand dollars, all of which, excepting one thousand dollars given to the defendant German General Protestant Orphans Plome under the name ‘German General Protestant Orphans Society of No. 4447 Natural Bridge Road of the City of St. Louis’ and one thousand dollars given to the defendant Missouri Historical Society, was by said alleged will intended to be wrongfully devised and bequeathed to said defendant Washington University in case either of the children aforesaid of said Charles Seitz (the plaintiffs herein) died without leaving children of her body.
“Plaintiffs further state that defendants Wm. J. Murray and the St. Louis Union Trust Company,' who were named as executors in said pretended will" have duly qualified as such thereunder and letters testamentary were issued to them by said probate court and they are now acting as such executors and have*647 taken possession of said estate in the execution of said pretended will and are now in charge thereof.
“Plaintiffs further» state that said instrument purporting to he the last will and testament of said 'Charles Seitz was not and is not the free act and deed of said Charles Seitz and was not and is not his last will and testament; that said pretended will is absolutely null and void, by reason of the following facts, which plaintiffs allege, to-wit:
“1st. That said instrument was not'executed by said Charles Seitz as his last will, or by any person by his direction and in his presence and that the same was not attested as and for his last will by at least two competent witnesses, subscribing their names to the said instrument in the presence of said Charles Seitz and in the presence each of the other.
“2nd. That said Charles Seitz was not, on or about the 31st day of May, 1905, the date when said instrument purports to have been signed, and was not for many years prior thereto, of sound and disposing mind; that about fifteen years before his death he began to be affected by alcoholic dementia, caused by excessive indulgence in alcoholic stimulants, which generally impaired his health of body and mind thereafter and up to the time of his death; that he continued such excessive use of alcoholic stimulants from time to time and thereby still further weakened both mind and body; that in consequence of his said physical and mental disease, said Seitz, at said date, to-wit, May 31, 1905, and for a long time prior thereto, had been so weak and infirm in body and mind that he was unable to attend to his ordinary- affairs and was wholly dependent upon others for the management of the same, and by reason of his physical and mental condition the mind of said Charles Seitz was affected to such an extent that he was at no time entirely rational, and that he had not on the 31st ■day of May, 1905, the date when said alleged will is*648 said to have been executed, sufficient mental capacity to comprehend and understand the property he then possessed nor the persons who were the natural objects of his bounty, nor could he understand the meaning’ or effect of said paper which purports to be a will, nor what disposition was thereby made of his property, nor its effect upon these plaintiffs, who were his sole heirs at law.
“Wherefore, plaintiffs allege that said instrument above referred to, purporting to be the last will and testament of said Charles Seitz, deceased, is not his last will and testament, and they therefore pray that said instrument be adjudged and decreed to be absolutely null and void, and that, to that end, an issue ..be made up whether or not said writing produced and admitted to probate as aforesaid* be the last will and testament of said Charles Seitz, deceased, and plaintiffs further pray judgment against said defendants for their costs and for such other relief as may be meet and proper in the premises.,"
The defendant Orphans Home filed answer, but withdrew it before the trial and let judgment go against it nihil dicit. The other defendants answered putting in issue the allegations of the petition and propounding the will. At the trial the defendants introduced Mr. Christopher A. Stadler, one of the witnesses to the will, who testified that he was a collector for the Murray-TIayden Realty Company and had been for seven years, and that during that time he had known Mr. Charles Seitz, who had a desk in the office of the company, and that he saw him from three to four times a day. As collector for the company he collected rents from buildings that Mr. Seitz, was interested in. On May 31, 1905, the witness came in, and was told by Mr. Rueckert, the bookkeeper, who was staying in the front office, that Mr. Seitz desired to see him. He went back to the rear, and found him sitting at his desk. . He had the will pre
‘ ‘ Q. I will ask -yon what was the mental condition of Charles Seitz at the time he requested you to sign this paper as his will and yon signed it? A. He had been drinking prior to that day.
“Q. Just answer the question. What was his mental condition?' A. He looked all right to me. He looked as though he was able to transact business.”
He stated on cross-examination' that he did not see either the testator or Mr. Eueckert sign the will and that Mr. Eueckert said nothing about it. He merely said that Mr. Seitz desired to see him. Witness did not see the part written on the second sheet. He said that sometimes Mr. Seitz would be absent from his place of business for days or a week, at which times he would usually be on a drunk. This would occur two or three times a year and last from three to four weeks, during which time he was of a wandering disposition. He would wander. His memory seemed wandering. He would see things that did not exist, point to people about to break into his safe when there were no people and would say do you see those men at my ,fe. These things would happen before he would get into the hospital. When he asked witness to sign the will his eyes looked glassy but he looked all right. There were often times when he
The evidence presented by the contestants tended to show that the testator during his lifetime had accumulated considerable property, consisting of St. Louis real estate and investment securities. He had been married, and the two plaintiffs, Mrs. Bensberg, who was married to Mr. Arthur Bensberg in 1900 and has since been known by that name, and Miss Laura Seitz, were the children of the marriage and ■are his sole heirs. Mrs. Seitz obtained a divorce from him in 1883, when she executed to him a release of her right and interest in all his property, present and prospective. Although of limited education he was a great reader of historical works and was a member of the Missouri Historical Society and the St. Louis Mercantile Library. He had been a bookkeeper and accountant, and was a fine penman. This is indicated by the will itself which was written by Mm, and is an excellent specimen of penmanship. His alcoholic history furnishes the principal material for this case. It comes into the record in 1893, when he came as a patient to St. Vincent Asylum for the Insane suffering from “acute alcoholism” or “de
Among the delusions attributed in the evidence to Mr. Seitz was that he was persecuted — that he had no friends, or that they were ■ trying to do him up, or get his money. A physician who had known bim for fifteen years, and was called in- consultation during
Ur. Hermann, who had been in charge of the St. Vincent Hospital as medical superintendent ever since 1891, testified that he was called in consultation by Mr. Murray and saw Mr. Seitz at the Mullanphy Hospital before his death; that he died at that time of chronic alcoholism from which he had suffered to witness’ knowledge -from the year 1893 to the date of his death, that in his opinion the condition of his mind was progressively worse, progressively deteriorating during all that time and up to the time of his death, and that he did not think that on May 31, 1905, the time when he made the will, that he had sufficient
At the close of the evidence the court instructed the jury to find that the paper writing propounded was the last will and testament of Charles Seitz; to which the contestants duly excepted. The jury returned a verdict accordingly. The contestants thereupon filed in due time their motion for a new trial, complaining, among other things, of the action of the court in giving the peremptory instruction.
They also filed in due time an amendment or supplemental motion for a new trial on the ground of newly discovered evidence, accompanied by affidavits of diligence and the affidavit of Edmund G-. Murray, the newly discovered witness, stating that on the morning of May 31, 1905, he came to the office and found Mr. Seitz engaged in writing the will by copying from another paper. That he thought there was a man in the front part of the office trying to get into his safe, and witness, to allay his fears, closed the partition door. He then showed the witness the will and asked him to sign it, which the witness refused because he did not think Seitz knew what he was about. He.afterward saw both Rueckert and Stadler sign it. This motion was sustained by the court in the following order.
“Now, at this day the court having duly considered plaintiff’s motion for a new trial heretofore filed and submitted herein, doth order that said motion be and the same is hereby sustained for the reason that the court erred in its instruction to the jury and that the verdict and judgment entered herein on December 13, 1907, be and the same is hereby set aside and for naught held.”
The important question in this case is whether or not the court did right in determining, by its order granting a new trial, that the testamentary capacity of the testator should have been submitted to the jury. In the foregoing statement such facts have been taken from the mass of the testimony before the. court as are peculiarly applicable to such an inquiry.
It has been the policy of the laws of this State as well as of the common, law wherever it prevails, to permit, to the fullest extent consistent with the public welfare, the testamentary disposition of property. While the privilege has been subjected to limitations like those imposed between husband and wife, the testator may, in the absence of any such wholesome restriction, disinherit whom he will, without regard to the moral obligations or restraints arising from ties of blood or the dictates of common humanity, (Meier v. Buchter, 197 Mo. 68), although we have recognized these sentiments as incident to the normal mental equipment, and their absence as some evidence of mental unsoundness. [Mowry v. Norman, 223 Mo 463, 471, and authorities cited.]
Notwithstanding this liberal policy the Legislature of this State has fully appreciated the correlative right of the individual, in the performance of this last act, to be protected not only against those who may be dissatisfied with the disposition which his conscience and affections have dictated, but also against disease, which sometimes perverts the moral sense, and transforms love and healthy solicitude into dislike, suspicion and distrust. To this end our statutes of descents, distributions and dower make what the sentiment of the whole people has determined to be a just disposition of the property of intestates and provide that testimony relating to the validity of wills shall be pointed out upon the same paper whereon
As we have already seen the statute requires that the issue submitted to the jury shall be “whether the writing produced be the will of the testator or not,” and that upon this issue the burden lies upon the pro-: ponent of the will. He must establish not only the execution of the will but the mental capacity of the testator. [Bradford v. Blossom, 207 Mo. 177, 228, and cases cited.] He is “required to prove every affirmative fact that is essential to the execution of a valid will, even though the contestants offer no evidence at all. . . . The ultimate question in the case is, is this the last will and testament of the alleged testator? and the affirmative of that issue is on the proponents.” [Bradford v. Blossom, supra, 1. c. 229, quoting Cowan v. Shaver, 197 Mo. 1. c. 212.] The institution of the contest supersedes the formal proof of the will in the probate court, so that upon the issue prescribed by the statute, the court should take the proof upon which the jury is to establish or reject the will, and the contestants cannot take a voluntary non-suit or dismissal. [Bradford v. Blossom, supra, 1. c. 228, and cases cited.] If the defendant fails to sustain the burden so imposed upon him it becomes the duty of the trial court to direct a verdict rejecting the will. [Bradford v. Blossom, supra, 1. c. 231.]
It has been long settled in this State that imperfect memory resulting from sickness or old age, forgetfulness of the names of persons one has known, idle questions, requiring a repetition of information, personal eccentricities and oddities are not evidence of such mental disease and deterioration as render one incapable of making testamentary disposition of his property. [Southworth v. Southworth, 173 Mo. 59, 72; Winn v. Grier, 217 Mo. 420, 446; Gibony v. Foster, supra, 1. c. 131.] They are incidents of human life, character and temperament which indicate no abnormal condition. They are the characteristics which distinguish one individual from another or mark the progress of human life from the cradle to the grave. It is true that it sometimes happens during the somatic life of the individual that degeneration affecting the mental activities may have reached such a stage that the mind becomes unreliable and useless as an aid to the possible activities that remain, and then common humanity suggests protection from dangers which must necessarily attend acts proceeding from impulses, either external or internal, uncontrolled and unadvised by reason. To blaze the line between responsibility and irresponsibility in this respect has long been a subject of consideration on the part of the courts. This line is a crooked one at best, being deflected here and there by the character of the act under consideration, whether it be the making of a will, which, when it takes effect closes the book of responsibilities and affections which for him constitute the category of life, a mere business transaction by which he may gain or lose, or an act which, when dictated by intent may constitute a crime involving his life or liberty;
These authorities illustrate the distinction between the two classes of mental unsoundness which in law affect testamentary capacity. The first and most common is weakness of the-mind and will resulting from advancing’ age or physical infirmity; the other is a spontaneous conception of and belief in that'which is unsupported by reason or evidence, has no existence except in the imagination, no foundation in reality and is the product of mental disease. It is contended by the contestants that the evidence in this case tends to prove that the testator was afflicted with insanity in the sense last described, at the time of the execution of his will, and that the disease manifested itself in delusions having special relation to his testamentary capacity. If this be true the case should have been submitted to the jury, and the trial court was right in so holding. If Mr. Seitz’s mind was impaired, the condition was indticed by himself by the excessive use of alcohol during a long period of time. This fact can, of course, have no effect upon the court with respect to the determination of his right under the law to make testamentary distribution of his property. His act stands in no more favorable position before the law than had the same condition been induced by causes independent of his own will. The effect of alcoholic madness in its relation to the enforcement of hoth the civil and criminal law was stated by Sir Mat
We think there was some evidence tending to prove a want of testamentary capacity in Mr. Seitz at the time he executed the will and it necessarily fol
PER CURIAM. — The foregoing opinion of Brown, C., is adopted as the opinion of the court.