33 W. Va. 209 | W. Va. | 1889
In the month of August, 1880. George W. Board and Lucinda Board filed a bill in chancery in the Circuit Court of Barbour county, in which they allege that William W. R. Callihan, the grandfather of the female plaintiff, departed this life in the month of December, 1874, at the residence of his son Charles S., in the state of Missouri; that he had been a resident of Barbour county for many years preceding his death; that he raised a family of five children — one daughter, Mary Jane, wife of James D. Hall, and four sons, two of whom, John Callihan and Charles S. Callihan, survive him; that Alexander Callihan died nearly thirty years before his father, leaving James P. Callihan, his son, who was made a party defendant to said suit, and that his other son, William Calli-han, departed this life more than thirty years before the institution of said suit, leaving surviving him four children, to wit, the female plaintiff, and her brothers, Charles Callihan, who died unmarried and without issue in 1862 or 1863, and Janies Callihan, who died some time in 1866, leaving one child, named William E., who is still an infant, and resides in Missouri, and William E. Callihan; that the mother of the female plaintiff married again, and she was taken by her said grandfather, and made her home with him for several years, when she went to reside with her aunt Mary Jane Hall, who had no children of her own, and with whom she resided until the time of her marriage, in May, 1857.
She further alleges that her said grandfather, up to the 12th of December, 1873, was possessed of several valuable tracts of land in said county of Barbour, one of which was worth notless than $30,000.00, and other lands worth not less than $7,000.00; that she was left by the death of her father entirely dependent, and that her grandfather took her to his house, not only to be brought up, but to be treated as his daughter, and frequently declared his purpose to provide for
She further alleges that in the year 1855 her said grandfather, William W. R. Callihan, came to the house of her aunt, where she was then living, and, for the express purpose of providing for her out of his estate, he executed and delivered to her his obligation, sealed with his seal, for the sum of |1,500.00, payable at the time of his .death, with interest thereon from the date thereof, which was done deliberately and voluntarily, in pursuance of his intention long before that time formed and declared to her.
She further alleges that after the marriage of said plaintiff for the first year they lived away from her said aunt Mary Jane Hall, but afterwards removed to their farm, and there resided until the death of her uncle, in 1861, and after his death they resided in the same house with her aunt until her death, in 1866 ; that during this period, in consequence of the changes, confusion, and concealments made necessary by the civil war, the said obligation was lost, and can not since be found, although she could prove the execution and delivery of said obligation to her, and the repeated acknowledgment of its existence and validity by the obligor; that said obligation remained unpaid, and constitutes a valid debt against his estate in the hands of his administrator and voluntary alienees. Said plaintiffs further allege that said William W. R. Callihan made a will, which was probated in the Circuit Court of Barbour county, and John Callihan was appointed his administrator with the will annexed; that by said last will and testament he devised to said James P. Callihan, his grandson, 116 acres ofland worth at least $3,500.00; directed other lands to be sold which were of little value; and also bequeathed $1,000.00 to the children of his grandsons William and James, and charged the 116 acres devised to James P. Callihan with the payment thereof; and also devised forty seven acres of land, worth $2,000.00, to the said children of his grandsons William and James; that he also bequeathed to John Callihan, $1,065.97. Plaintiffs also allege that all the property, real and personal, owned by the said testator at the time of his death, was liable for and chargeable with the pay-
It appears that a demurrer was filed to plaintiffs’ bill at September rules, 1880, and the same was set down for argument; and on the 23d of July, 1881, Charles S. Callihan and John Callihan filed their joint answer, in which they admit the execution and delivery of the deeds of conveyance in the bill mentioned, but deny that they were voluntary. They also admit that the female .plaintiff was the granddaughter of the said William ,W. R. Callihan, but deny that during her infancy the said William W. R. Calli-han, her grandfather, declared his intention of providing liberally for her, with the purpose of enabling her to make a.suitable alliance; but admit that it is true that he took an interest in her welfare, and tried to control her for her best interests, but that she was perverse and willful, and married said George W. Board against his earnest solicitations, and after her marriage he frequently declared he would do nothing for her. They deny that said William W. R. Calli-han made and delivered to said Lucinda, the female plaintiff, the bond or obligation for $1,500.00 described in plaintiffs’ bill, or that she ever lost the pretended note set up in said bill. They aver that what gave rise to said pretended claim was the fact that previous to the marriage of said Lucinda with said Board her said grandfather offered to give
Upon this state of pleadings, and after the depositions of Samuel Crislip, David Boylen, and John R. Brown had been taken, a decree was entered in said cause on the 1st day of November, 1883, directing Lair D. Morrall, a commissioner of the court, to audit, state, settle and report the administration account of John Callihan, administrator with the will annexed of W. W. R,’ Callihan, deceased, and to ascertain and report the real estate owned by said W. W. R. Callihan at the time of his death, the amount and character thereof, the title thereto, the liens thereon, the amount, character, and priorities of the debts, and to whom owing; to take proof of and report the amount of the plaintiffs’
On the 14th day of March, 1887, another decree was rendered in said cause passing upon certain exceptions to the report of said Commissioner Morrall, filed therein on the 28th day of February, 1887, and recommitting the cause for the same purpose to said commissioner, with instruction to reform and restate said report in conformity'with the opinion of the court, as therein expressed upon said exceptions, and in conformity with the law and the evidence before him; and said commissioner was directed to give notice to the parties to the suit of the execution of said order.
On the 18th day of July, 1887, said court entered another decree, reciting that said commissioner had returned his second report in the cause, and, the defendants having filed certain .exceptions thereto, the court, without passing upon said report or exceptions, again recommitted said report to said commissioner, directing him, without further notice, to re-state and re-form his reports theretofore made, and to report any other outstanding debts or charges against the estate of William W. R. Callihan.
On the 20th day of October, 1887, the plaintiffs filed certain exceptions to the report of said commissioner, whereof the court took time to consider; and on the 24th day of July, 1888, the cause came on to be heard finally, and the court decreed specifically that the said W. W. R. Callihan in his life-time, to wit, on the-day of Juue, 1855, executed and delivered to the female 'plaintiff his writing obligatory or single bill for $1,500.00, dated- as aforesaid) payable at the death of said William W. R. Callihan, -with interest from the date thereof; and that the said plaintiffs, to establish the existence of the same against the -decedent, William W. R. Callihan, instituted their action at law against the administrator of said Callihan, and recovered judgment against him thereon for said $1,500.00, with interest, and $242.60 costs; and that said $1,500.00, and the interest accruing thereon, together with said costs, consti
The exceptions to the commissioner’s report refer mainly to the settlement of the administration account of John Cal-lihan, administrator of the estate of William W. R. Calli-han, deceased, and to debts and claims against said estate allowed by said commissioner; but the material question raised thereby is as to the propriety of the action of said court in overruling the first exception to the third report of Commissioner Morrall, which is in these words : “ Because he sustains and reports, as a valid debt against his decedent’s estate, the pretended debt of plaintiffs.”
The plaintiffs George W. and Lucinda Board brought this suit for the purpose of collecting from the estate of William W. B. Callihan the claim for $1,500.00, with interest thereon from June 1855,and the settlement of the account of John Callihan administrator of said estate is merely a consequence resulting from the proceedings inaugurated to enforce said collection against said estate, and the question of vital importance to the proper determination of this case is raised by the appellant’s twelfth assignment of error which c’aims that “it was error to sustain the plaintiff’s alleged debt as a valid
In response to the requirement in said decree the commissioner reported in his first report as follows: “Ajudgment rendered in the Circuit Court of Barbour in favor of George W. Board and Lucinda Board v. John Callihan, administrator of William W. R. Callihan, deceased, at the Fall term 1879, of the Circuit Court of Barbour county, with interest from the 13th day of November, 1879, and $242.60 costs which judgment was founded upon an obligation of $1,500.00, executed by said testator to the said Lucinda Board in his life about the-day of June, 1855, with interest from date, which report was excepted to aud the exception sustained as to said item. And in his second report he reported a debt in favor of Lucinda Board against said William W. R. Callihan evidenced by a note or single bill, according to proof executed by said William W. R. Callihan to the said Lucinda Board on the-- of June, 1855, for the sum of $1,500.00. Total face and interest $4,271.25 and in his third report said commissioner while he admits the testimony is somewhat conflicting as it regards the time said debt of Lucinda Board should bear interest he concludes not to change his former report in regard to said debt and interest and leaves the question to the decision of the Court. This report is excepted to by the administrator of said estate because he reports as a valid debt against his decedents estate the pretended debt of plaintiff, which exception was overruled by the Court.
It will be perceived by reference to the order directing the
The question to be determined in this case is as to the correctness of the decision of the court below in holding that Wm. W. R. Callihan executed and delivered to the plaintiff, Lucinda, his obligation under seal in June, 1855, for the payment of $1,500.00, after his death with interest from date. Has this fact been proven by competent testimony ?
How in the answer of Charles S. Callihan, and John Calli-bau, admistrator, to the plaintiff’s bill we find this language : “It is utterly untrue that the said Wm. W. R. Callihan made and delivered to thesaid Lucinda, thefemaleplaintiff, the bond or obligation for $1,500.00, as described in complainant’s bill, and it is untrue that the said Lucinda ever lost the pretended note set up in the bill of complaint.”
In Greenleaf on Evidence, vol. 1, sec. 88, 14th edition, the author says : “In the third place, oral evidence can not be
In the case of Apperson v. Dowdy, 82 Virginia R. 779, where an attempt was made to prove the contents of a lost will by a witness over eighty years of age who professed to have heard the will read sixty eight years before, Judge Lacy in delivering the opinion of the Court says “For example, if perfect knowledge, a reasonable time, and a simple fact be the question, and the witness reasonably intelligent', the contents might be satisfactorily proved by the recollection of the witness. Thus an intelligent witness, called upon to prove the contents of a will recently read by the witness which devised a known tract of land to Peter Duncan would not risk the miscarriage of justice.” But if the degree of intelligence of the witness is to be any criterion in estimating the weight of the testimony, what degree of importance can we attach to the testimony of Samuel Chrislip who appears to have detailed his evidence with . a determination to know nothing about any other note, save the one in controversy, and to remember that, in its entire details although more than twenty three years had elapsed since he claims to have seen and read it.
The second witness on whom 'the plaintiffs rely to prove the contents of said obligation is Ephraim Welch, who states that he saw and read said note in April or May, 1857, when it was handed to his wife by the plaintiff Lucinda, who passed it to him and he read it. He states that “It was an old fashioned note with a scroll to it and ‘witness my hand and seal,’ ” and was signed by Wm. W. R,. Callihau, it was payable at the death of her grandfather and bore interest
The remaining witness who claims to have seen this note is Perry Green Crislip, who testified that in the summer of 1855, he thinks, in June, William W. B. Callihan, in his presence, gave to said Lucinda a note for $1,500.00,
Now it is extremely difficult to reconcile this testimony with that of Johnson W. Crislip, who states that in the year 1856 said William W. B. Callihan sent by him his note for $1,500.00, to be presented to said Lucinda Callihan upon condition that she would have nothing more to say to said G. W. Board; that he did so present it, and informed her that her grandfather said that if she ever did have anything to do with said Board he would disinherit her- and would never give her one cent; and she returned said note to witness, and sent an insulting message to her grandfather. This note was made payable some time after the death of said William W. B. Callihan, and witness returned the note to him and delivered her message, who took the note back, and said she should never have one cent of his estate without she did as he wanted her to. Is it at all probable that said William W. B. Callihan would, as Johnson W. Crislip swears, be presenting her a note for $1,500.00 in-1856, either conditional or unconditional, if she had already in her possession his note for $1,500.00, which Perry G. Crislip says he saw said William W. B. Callihan give her in the summer of 1855, when he took him two boxes of honey; and all of the plaintiffs’ witnesses who speak of this note claim that it bore date in 1855, and carried interest from June, 1855. It is not claimed that said Callihan gave said Lucinda two notes for $1,500.00, yet we must believe that he offered her a second note for $1,500.00, if she would have nothing further to say to Board, if we reconcile the testimony of Perry Green Crislip with that of Johnson W. Crislip. This testimony does not accord well with the allegation of plaintiffs’ bill; she therein avers in reference to the motives which prompted said Callihan to execute and deliver said note to her that “it was for the considerate purpose of aiding her in form • ing such alliance as would be suitable to the condition of his
The evidence shows that said Lucinda married George W. Board in 1857, Johnson W. Crislip fixes the date at about the year 1856 when he tendered said note to said Lucinda upon condition that she would have nothing more to say to Board, which note she then indignantly refused and returned it to him, and said Callihan then remarked that she should never have one cent of his estate without she did as he wanted her to. Samuel Crislip states that he saw this note two or three weeks before the marriage of said Lucinda in h'er possession, but Mary Simon states in her deposition that “she had a conversation with said William W. R. Callihan shortly before said marriage, in which he said she was too young to marry and that if she had stayed with him until she became a woman’s age that he would have made her a nice present, but that he did not know that he would give her anything now.” Then the witness Worth-inton Douglas states that George W. Board wanted him to swear that he knew.of the note, and offered him a portion of tibe recovery if he was successful, and that he heard said Lucinda say that she thanked her grandpap for what he had done for her, that he had never given her the wrappings of her finger; and Celia Hickman, Jonathan Adams, and M. D. Reed all testify that they heard said Lucinda Board say in substance that she had received nothing that she knew of from her said grandfather. Alfred Armstrong states that he heard said William W. R. Callihan tell her that she .should never have a cent as long as she lived, and E. D. West-fall saw him just after the marriage, he was very much enraged and said he had never given her anything and be d — d if he ever would, and while it is true that the witnesses
In Parsons on Contracts, Yol. 1, p. 234, the author says: “It is essential to a gift that it goes into effect at once, and completely. If it regards the future it is but a promise, and being a promise without consideration it can not be enforced, and has no legal validity.”
Hence delivery is essential to the validity of every gift: Now in this case the delivery of this obligation to the female plaintiff in the year 1855, by said William W. R. Callihan is alleged in the bill and denied in the answer, and the only witness who pretends to prove said delivery is P. G. Crislip and he fixes the date of said delivery in June, 1855, and says he believes he witnessed the note. But how can we give credence to this statement, when he is again called as a witness and states that “it appears to him there was a condition in said note that she was to marry as he wanted her,
In the case of Seabright v. Seabright, 28 W. Va. 483, in which the question was whether notes amounting in value to $22,000.00, had been given by Louis Seabright shortly before his death to his two half brothers. GreeN, Judge,-in delivering the opinion of the Court says: “the delivery of the possession to the donee, to perfect a gift inter vivos is necessary; but the Courts require less stringent proof of delivery to establish such gifts than to establish gifts causa mertis as there is usually less opportunity to set up a fraudulent pretence, of a gift inter vivos than of a gift causa mortis.’’
In the case of Conklin v. Conklin, 27 N. Y. (20 Hun 279) the court quotes with approval from the case of Contant v. Schuyler, 1 Paige, 316, the following language: “ It is clear that if I own a chattel, not a chose in action, to-day, and next week it is found in another’s possession, the law does not presume a legal transfer of the title to the possessor. But as against me, if title be claimed, he must -prove it. Why should any different rule prevail as to á promissory note ? ” But if any presumption of title prevail by mere possession, it is only where the possession is free from suspicion. The learned Judge says: “We concur in the good sense of these observations, for we think nothing would
It seems to me that the proof in the cause is not sufficient to show that any note or bond was ever delivered by said William W. B,. Callihan to the plaintiff Lucinda Board, or if so executed and delivered, thé circumstances tend to show that it was coupled with the condition that she was not to marry the plaintiff G. W. Board.
' But if the proof was sufficient to establish the delivery of said bond, does the evidence establish the terms of the contract with that certainty and definiteness that would enable the Court to specifically enforce it against the estáte of said William W. B. Callihan.
P. G. Crislip, the only witness thai pretends to prove the delivery of said obligation, says it did not bear interest, and Samuel Crislip, who claims to have read the note, says that it did. P. G. Crislip also says that “ it appears to me there was some condition in said note that she was to marry as he wanted her,” and that he was the subscribing witness. It can not be that a Court of Equity will enforce a contract proven, as this one was, against the estate of a dead man.
But if this paper was executed and delivered, and we adopt either the version of its contents given by Samuel Crislip or P. G. Crislip, can it be regarded otherwise than simply a testamentary paper, and as such inoperative ?
In the case of Macterman v. Naberly, 2 Hagg. 235, the Court held that “ when a paper is not intended asa will, but as an instrument of a different nature, if it can not operate in the latter it may in the former character, for the form does not effect its title to probate, provided it is to carry into effect the intention of the deceased after his death.
In re Knight, 2 Hagg. 211, the court probated a deed testamentary in its whole purport and effect and not -to operate till after death.
In the case of Frew v. Clarke, 80 Pa. St. 170, the following paper was held to be testamentary: “Know all men by these presents that I, James McCally * * •* do order and direct my administrators or executors, in case of my death to pay to Robert D. Clarke the sum of $75,000.00 as a token of my regard for him and to commemorate the long friendship existing between us, witness my hand and seal this 17th day of April, A. D. 1872. James McCally, [seal.]”
An instrument in any form if the obvious purpose is to take place after the death of the person making it operates as a will.
In the case of Hunt v. Hunt, 4 N. H. 433, it is held, when the payee of a note wrote upon the back of it as follows : “If I am not living at the time this note is paid I order the contents to be paid to A. H.,” and having signed it, afterwards died before the same was paid, it was held that the endorsement was testamentary and entitled to probate as a will.
In Jackson v. Jackson, 6 Dana 258, the Court held, “that the form of a will of personalty is not material, any writing which shows that the maker’s intention that the whole or a part of his effects shall pass at his death to a designated individual or person, may, it seems, be sustained as testamentary provision.”
“2. A court of chancery will take jurisdiction of a case upon a lost writing, but very clear proof of its execution and con*228 tents is required/’ and in the case of Corer v. Stern, Ex’r, 67 Md. 449, an instrument in the following form was made and delivered to the person therein named.
“Md. September 4, 1884.
“At my death, my estate or my executor pay to July Ann Corer three thousand dollars.
Witness : David Enule, of P. [seal.]
Columbus CoRee.”
In an action of debt on this instrument as a writing obligatory, after the death of the maker against his executor it was held “that it was a testamentary paper and no recovery could be- had thereon.”
Prom these authorities I can arrive at no other conclusion than that the said paper, if ever delivered, could not be enforced against the estate of said Callihan, not only on account of the indefiniteness and uncertainty as to its character and contents, hut because it must be regarded as a testamentary paper, which has not been properly proven, and again if said obligation was valid and its execution and delivery satisfactorily established, it could not be satisfied out of the lands conveyed away by said Callihan in his lifetime, because the suit was not instituted for more than five years after the death of said Callihan, and even if said conveyances were voluntary, said land could not be subjected after the lapse of five years.
Again this Court has held in the case of Bank v. Good, 21 W. Va. 455: “ A judgment against the personal representative of an estate is not even prima facie, much less conclusive evidence against the devisee or heir of such estate; and the fact that the same person may be both personal representative and heir or devisee, does not constitute an exception to the rule,”
Also in Sadler’s Adm’r v. Kennedy’s Adm’r, et al., 26 W. Va. 636, the same ruling is found, and in that case this Court also holds that in a suit brought on such a judgment to subject the real assets descended, such judgment against the personal representative will not prevent the heirs from relying on the statute of limitations as a bar to the original cause of action in said suit. Yet the Circuit Court in this cause in its decree, after setting forth that the plaintiffs had
The decree complained of must be reversed, and the cause must be remanded to the Circuit Court of Barbour county for further proceedings to be had therein in accordance with the principles announced in this opinion and the rules of equity, and the appellant must recover the costs of this appeal.
Reveesed. Remanded.