Coffman v. Hedrick

English, Judge :

This wаs a bill filed by Mason E. Coffman and David CoffmaD, Sr., and Rebecca, his wife, in the Circuit Court of Greenbrier county against David Hedrick and others, heirs at law of John Hedrick, deceased, contesting the validity of a paper purporting to be the last will arid testament of John Hedrick, deceased, which appears to have been probated by the clerk of the County Court of said county on the 14th day of July, 1885, and on the 15th day of August, 1885, the County Court of said county made an order confirming the action of said clerk in admitting said paper-writing to probate as the last will and testament of said John Hеdrick.

The Code of 1887 c. 77, s. 26, provides as follows: “The clerk of any County Court, during the recess of the regular session of said court, may admit wills to record upon the same proof, and with like effect, as the said County Court could do in session, but no contest as to such probate or record shall be hoard or determined by the clerk. * * * * The probate of every will so made by such clerk shall be reported by him to the next regular session of the County Court, when, if no objection be made thereto, and none appear to the court, the court shall confirm the same; but, if objectiоn be made by any person interested, the court shall hear and determine the same,” etc.

Section 29 of the same chapter provides, that any person feeling himself aggrieved by an order or sentence of the County Court confirming or refusing to confirm the action of the clerk of the County Court as to the probate of any will or admitting or refusing to admit any will to probate may within one year or, if such person he under disability, within one year, after such disability is removed, file his petition to the Circuit Court and appeal to said court from such order or sentence in the manner in said section prescribed ; and said section also provides, that “the clerk of the Circuit Court shall upon the filing of such petition issue the proper process thereon, and the case shall be proceeded in, tried and determined in said court regardless of the proceedings before the County Court or clerk thereof and in the same mánner in all respects, as if the application for such probate had been originally made to the Circuit Court.”

Section 31 of said chapter provides : “Every such order or sentence of the County Court not appealеd from and every such order or sentence of the Cix-cuit Court on such appeal shall he a bar to a bill in equity to impeach or establish such will unless on such grounds, as would give to a court of equity jurisdiction over other judgments at law.” This proceeding, hotvever, was under the thirty second section of said chapter, which provides that, “after a sentence or order made as aforesaid, a person interested, who was not a party to the proceeding, may within five years proceed by bill in equity to impeach or establish the will, on which bill, if required by either party, a trial by jury shаll be ordered,” etc., to determine the issue of devisadt vel non.

The appellants devote a considerable portion of their brief to the discussion of the question, whether the clerk of the County Court has power to admit a will to probate in an ex parte proceeding, and referring to section 31 of said chapter, which provides, that every such order or sentence' of a County Court not appealed from shall be a bar to further proceedings, appellants’ counsel asks : “How could one appeal, unless he had been made a party before the County Court ?” This question is answered by reference to section 28 of said chapter, which shows, that the parties interested must be convened, when the original application is made directly to the County Court. Section 26 provides, that a petition must be filed before said court by any person desiring the prohate of a will. When a will is presented before a clerk for proof no petition or process is required by the statute, and the action of the clerk will be confirmed by the County Court without process or convention of the parties, if no objection be made thereto, аnd none appear to the court. Section 29 provides for an appeal from such order or sentence by any person feeling himself aggrieved by any order or sentence of the County Court confirming or refusing to confirm the action of the clerk of the County Court as to the probate of any will, and directs'how such appeal must be taken : that the clerk shall issue process, and that the case shall be proceeded in, tried and determined in said court regardless of the proceedings before the County Court or clerk thereof and in the same mannеr in all respects, as if the application for such probate had been originally made in the Circuit-Court.

If, then, the appellants in this case were aggrieved by errors committed by the clerk of the County Court, or by the County Court itself, in proceedings taken by either in the probate of the will in controversy, they had a plain, complete and adequate remedy by appeal to the Circuit Court in the.manner prescribed by statute; and, while the statute seems clear,'that when a will is presented to the clerk of the County Court during the recess of the regular sessions of said court for probate, the proceeding is ex parte; and when a will is sought to be proved before the County Court it must be done upon petition, and the persons interested must'be convened, and when an' ordor-or sentence is made upon such proceedings before the County Court, it is final, unless appealed from as provided in the twenty ninth section aforesaid, — yet in the proceedings now presented to this court on appeal I am of opinion, that the question as to the regularity or irregularity of the proceedings before the said clerk or County Courtis not material. ’ ■

It will be perceived, that section 32, which provides for directing the issuing of devisavit vel non, commеnces as follows : “ After a sentence or order made as aforesaid, a person interested, who was not a party to the proceeding, may within five years' proceed by bill in equity to, impeach or establish the will,” etc., and’ if no bill be filed within that time, the sentence shall be forever binding. And whether the order or sentence of the clerk of the County Court and the order of the -County Court confirming the same were right or wrong, regular or irregular, it appears, that an order was made by the clerk admitting said will to record, and the County Court confirmed his action. These proceеdings might have been appealed from by any person feeling himself aggrieved within one year; but it was not done, and the case is now presented to this court upon an appeal not from the action of said clerk or County Court but from the rulings of the Circuit Court upon the trial of the issue out of chancery directed in this cause; and the words of the order directing the issue plainly indicate, that the trial is independent of any former action.

The first error assigned by the appellants and contended for by them is, that David Hedrick, the brother of John Hedrick, who subscribed the paper purporting to be the will of said John Hedrick as one of the witnesses thereto, and who qualified as his administrator with the will annexed, was not a competent witness to prove the execution of said will under Code 1887, c. 130, s. 23, because ho is the administrator with the will annexed, and the bill prays that he may be required to settle his administration accounts before the commissioner of the court, (although he is nol made party to the suit as administrator;) and, if he was, his administration accounts could not be settled in this suit; neither could the lands of said John Hedrick be sold, and the proceeds be divided among his hеirs according to their respective rights, as prayed; nor could the creditors of said John Hedrick be convened, as prayed for; and, after the payment of their debts, the surplus proceeds of the personal property could not be distributed among the heirs at law of John Hedrick, deceased.

In the case of Dower v. Church, 21 W. Va. 23, this Court held: “Hpon a bill in chancery ‍‌‌‌​‌‌​‌‌​‌‌​‌‌‌‌​​‌​‌‌‌‌​​‌‌​​​‌​​‌​‌​​‌‌​‌‌​​​‍to contest the validity of a will which has been regularly admitted to probate the functions of the suit are exhausted when that question is decided; and if the will is declared invalid and null, it is not competent for the court to proceed in thаt cause further.” No action then could be asked or enforced against said David Hedrick, in this case. His evidence seems to have been in favor of the establishment of the will, while his interest would seem to lie in the other direction; .for if the will is sustained, he receives nothing, and if it is set aside he becomes one of the distributees of his brother’s estate.

It is however contended, that, because the will in controversy devises the property to the children and grandchildren of said David Hedrick, ho in testifying in his own behalf, when his evidence tends to sustain the will. In the case of Seabright v. Seabright, 28 W. Va. 415, it was held, that the word “ against,” as testifying against exеcutors, administrators, heirs at law etc., does not mean on opposite sides of a suit, but as having opposite interests in the suit. Under the head of “Competency of Witnesses to Will” Code 1887, c. 77, s. 18 we find the following language: “ If a will be attested by a person, to whom or to whose wife or husband any beneficial interest in any estáte is thereby devised or bequeathed, if the will may not be otherwise proved, such person shall be deemed a competent witness.” . Surely, then, David Hed-rick would be no more incompetent, when the property is devised to his children and grandchildren, than he would be, if such prоperty were devised to himself; and by section 20 of the same chapter the fact of his being an executor would not disqualify him; and au administrator with the will annexed would occupy almost precisely the same attitude.

Again, could the execution of the will of said John Hed-rick have been otherwise proven than by admitting the evidence of said David Hedrick? It would seem not. He was one of the subscribing witnesses, and the other subscribing witness was absent in some one of the Western States, and his whereabouts could not be ascertained after diligent inquiry, and it does not appear, that any other persons were pi’esent at the time said paper was executed besides John Hedrick and the two subscribing witnesses; and under these circumstances the evidence of said David Hedrick was absolutely necessary to prove the execution of said paper writing, and his testimony was admissible under the statute.

Was said David Hedrick a competent witness to prove the execution of said writing under section 23 of chapter 130 of the Code of West Virginia? In the case of Kerr v. Lunsford, 31 W. Va. 659 pt. 4 of Syll. (8. S. E. Rep. 493), it was held; “ One who would inherit part of the testator’s property but for the will is under section 23 ©f chapter 130 of the Code of West Virginia, incompetent to speak of the testator’s capacity to make the will.” In that case it seems, however, that Thomas Lunsford, one of the children and heirs at law of the testator, was asked. his opinion of the mental condition of the testator; and it was held, that the court below properly refused to permit the question to be answered, holding that under the statute he was incompetent to speak on the subject, referring to Anderson v. Cranmer, 11 W. Va. 562. In that case however the witnesses were sworn in their own behalf, and it was held, that such witnesses werе incompetent to give any opinions as to the grantor’s sanity based on any transactions or conversations had with him personally at that or any other time. In the case of Kerr v. Lunsford Thomas Lunsford, the witness who was questioned in regard to the mental capacity of his father, whose will was being contested, was left nothing by the will, but the entire estate was devised to the mother of witness and his sisters or their children; and he -was called as a witness by those contesting the will to testify as to the mental capacity of his deceased father, and was objected to by the proponents of the will, and the objection was-very properly sustained.. In that case he would not have been called by the contestants, if his opinion had been favorable to the de-visees under the will upon the question of the mental capacity of his father; and if he had been allowed to testify, he would have been testifying in his own behalf and against the devisees under the will.

In the case under consideration however the -witness, David ITedrick, was called by the proponents of the will, and the evidence given by him, which the Circuit Court was asked to exclude from the jury, was in support of the will and directly oрposed to his own interests.

In the case of McMechen v. McMechen, 17 W. V. 692, this Court holds, that under the statute a witness is not prevented from giving evidence against his own interest, because there can be no inducement to a witness to swear falsely, to prevent -which and its consequences to other parties is the object of the statute. Again, when the statute speaks of transactions or communication had personally with a deceased person, can it be that such a transaction as the attestation of a will was contemplated, or must it not be such a transaction or communication, as the witness would dеrive some advantage or benefit from, some transaction or communication, in reference to which the testimony of the witness would confer on him an advantage pecuniary or otherwise over the estate of the daceased, which could not be obtained if said decedent was in life, and had an opportunity to be heard in contradiction of the testimony ?

David Hedrick’s testimony is as follows : “I signed that will at my brother John’s request, and George Haynes signed at the same time at the request of my brother, and we wore all three present at the time each signed.” * * * * “That sаid testator, just before he signed the will, read itover, and said that it was just as he wanted it.” I do not think, this testimony disclosed any such transaction or communication, as was contemplated by the statute to disqualify the witness. So far from the evidence conferring ‍‌‌‌​‌‌​‌‌​‌‌​‌‌‌‌​​‌​‌‌‌‌​​‌‌​​​‌​​‌​‌​​‌‌​‌‌​​​‍any advantage in his favor against the estate of John Iiedrick, but for this will witness would have inherited one fourth of the estate, and under the directions of the will he gets nothing. And the other evidence in the cause shows-, that the provisions of the will are in accordance with the previous declared intentions of the testator, which would indicаte, that he would have no disposition to contradict the testimony of said David Hedrick, if he was in life, and had an opportunity to do so.

In the case of McMechen v. McMechen, 17 W. Va. 692, the court uses the following language: “Mrs. McMechen declining to renounce the will, moving for the appointment of an administrator with the will annexed, and the will itself providing so liberally for her, as the evidence shows, convinces my mind, that it -was her individual interest to have the will sustained'; her evidence therefore was not in her own behalf but against her interest. It is no answer to say, that her evidence was in favor of her children. That is not prohibited by the statute but expressly allowed, notwithstanding the witness may be interested in the suit.” .

In this case David Hedrick in testifying in opposition to his own interest seems to have been testifying in behalf of his children, -which he had a perfect right to do.

The competency of Ann Hedrick, the wife of David Hed-rick, is also brought in question by the third assignment of error. It appears from her evidence, that she was the second wife of said David Hedrick and had no children. She it was who drew the will for said John Hedrick on the 27th or 28th of April, 1885, at his request, and in his presence; and after she had written it, he said it was just what he wanted; that said will so written by her was the one taken by her husband to Mr. Spotts to be copied, and, when so copied, was afterwards signed by said John Hedrick. .She states that she and her husband went to said John Hedrick’s on the 5th of June, and that she remained there until the evening of the 6th ; that she was there at the time the will was made, but was not in the room or present, when it was signed; that said John Hedrick’s mind was as clear on the 6th day of June as it ever was, and that he was as capable of making a will on that day as he ever was. The reason assigned for excluding her testimony is that she is the wife of David Hedrick, and that, if he is incompetent, she must be alsо. This witness is not interested in the establishment of the will because neither she nor her husband are devised anything by the will. She is a step-mother to some of the devisees, and, so far as her testimony might be swayed by her interest, it would be natural to expect her inclinations would be against the establishment of the will. I can see no legal objection to the evidence detailed by either David Hedrick or his wife.

The will of said John Hedrick is attacked by the plaintiffs, because it was not written by him or signed and acknowledged by him in the manner prescribed by law, or in such manner as to make the paper-writing his will; and on thе ground of alleged mental incapacity at the time said paper was signed by him ; and on the further ground that, if he ever gave any sort of assent to tbe provisions of said paper, it was through the procurement and by undue influence of the defendant, David Hedrick and his wife.

As to the first ground of objection to the will the Code c. 77, s. 3 provides: “No will shall be valid, unless it bo in writing and signed by the testator or some other person in his presence and by his direction, in such manner as to make it manifest, that the name is intended as a signature.”

In the case of Webb v. Dye, 18 W. Va. 376, the court holds that a will must be subscribed by two attesting witnesses, but need not be proven by both of them; and although the witness Raynes was absent and did not appear to testify before the jury in this case, yet David Hedrick swears positively, that he signed that will at his brother John’s request and in his presence and in the presence of said Raynes ; that they were all three present at the time each signed; that when said Raynes went to sign the will as a witness, he said he thought he ought to know what was in the paper before he signed it, and John Hedrick said, “that is none of your business.”

In the ease of Webb v. Dye, supra, Judge Johnson in his opinion collates the authorities, citing several from Virginia and from other states bearing upon the question of the proper execution of a will, and among others the case of Cheatham v. Hatcher, 30 Gratt. 56, holding that a will must be subscribed, but need not be proven by two attesting witnesses. Also, Jessee v. Parker’s Adm’rs, 6 Gratt. 57. In that case, it seems', one Dr. Tully wrote the will signed the name of the testator to it an.d also signed the names of himself, Jane Sanderson and Sallie C. Southall, as attesting witnesses to the will. Upon an issue of devisavit vel non the jury found in favor of the will. There was a motion to set aside the verdict and grant a new trial, which was overruled in the court below. Allen, J., speaking for the whole court, said: “The court is of opinion, that, as the jury were the proper judges of the weight and credit due to the testimony of the witnesses, the verdict in favor of the will sanctioned by the opinion of the court, before which a trial of the issue was had, has concluded all mere questions of fact depending upon the credit to be given to the witnesses. The court is therefore of opinion, that upon this record it must be taken, that all the requirements ‍‌‌‌​‌‌​‌‌​‌‌​‌‌‌‌​​‌​‌‌‌‌​​‌‌​​​‌​​‌​‌​​‌‌​‌‌​​​‍of the statute iu order to establish a will were satisfactorially proved.” In the case of Dudleys v. Dudleys, 3 Leigh. 436, it appeared, that upon a question of probate the testimony of one of the attesting .witnеsses was contradicted by another. The County and Circuit Courts both gave credit to the witness for the will. On appeal from the sentence of probate it was held, that the Court of Appeals on a mere question of credibility of witnesses will always presume, that the inferior courts, which saw and heard the witnesses examined, decided correctly.

Upon the question as to the mental capacity of said John Hedrick on the 6th day of June, 1885, to make a valid will, wo have the testimony of Mrs. Ann Hedrick, who says, she drew the will 'at the request of said John Hedrick and in his presence, who said it was just what he wanted ; that the will written by her was the one her husband took tó Mr. Spotts, to be copied, and, after being so copied by Spotts, is the one in contest; that she was not in the room, when the will was signed, but that said John Hedrick’s mind was as clear on the 6th of June, as it ever was, and he was as capable of making a will on that day, as he ever was. This witness was'not a party to this suit; neither would she inherit anything, if the will should be held to be invalid.

Hr. J. B. Spicer, a witness for the contestees, stated, that he knew said John Hedrick since 1873 ; saw him on June 2, 1885; called to see him professionally; that said Hedrick knew him as soon as he saw him; that he found said Hedrick suffering from diseased liver, want of appetite, a bronchial affection and weakness; that his mind was as clear, as he ever saw it; that he conversed rationally and was in the opinion of witness as competent to make a will, as he ever was in his life; that he saw him again on the 19th of June, 1885, and found him more feeble in body but entirely in his right mind and competent to make a will; saw him again on the 23d of June, when he was still more weak in body, but had mind enough to make a will, etc.

Austen Handley was sworn for the contestees and stated, that he had known John Hedrick all his life; was at his house in the middlе of May, 1885, and talked with him a half hour; that he was entirely rational, understood what he was talking about and from conversation, conduct, manner and appearance witness thought him competent to make a will; thought his mind as clear, as he had ever seen it.

David Tuckwiler, a witness for contestees, testified, that he had known John Hedrick all his life; saw him in the month of April, 1885; made a contract with him to graze some cattle; saw him again about the 20th of June; talked with him some little time; that said Hedrick talked rationally ; said, if he (witness) would leave his cattle there until fall, they would get fat; witness had already spoken of taking them away; asked him how much he owed him for grazing said cattle, and ho replied, $12.00, which was the correct amount due him for the grazing; that he was capable of mental exertion, and in the opinion of witness was competent- at that time to make a will.

Contestees had Rev. A. M. Chappel sworn, who testified, that about the 20th of June, 1885, he conversed -with Jolm Hedrick about spiritual matters; that said Hedrick conversed rationally, knew' what he was talking about; saw him again about a week before he died; that said Hedrick w'as sane at both times he saw him.

W. Anderson also testifiеd, that he sawr John Hedrick in May, and made a contract wdth him to keep some cattle for him; that he went back on the 14th of June to settle with him for the pasturage of the cattle ; talked with him for some little time; he talked rationally, understood what he was doing and talking about; that he settled with him for the pasturage and paid him the money due him ; that he considered him on both occasions capable of making a will.

JohnLeedy also testified, that he wras at John Hedrick’s house on the 8th of June.; wms with him. two hours; saw nothing wrong wdth his mind aud from his conversation and manner thought him competent-to make a wdll.

William Flack testified, that he saw John Hedrick on the 3d or 4th of June, 1885; was with him some time; they walked up to the barn; the said Hedrick told him, that David Coffman, the plaintiff, should never have any of his property ; that, before he should have a cent of his property, he would give it to charitable purposes; that he saw nothing wrong with his mind, that he talked rationally, and from all witness saw of him he thought him capable of making a will, —as much so as ever he was.

■ A considerable amount of testimony was introduced before the jury by the contestants, some of which was conflicting with the foregoing testimony. But in the case of Dower v. Church, 21 W. Va. 63, this Court holds, that “in 'trying ‍‌‌‌​‌‌​‌‌​‌‌​‌‌‌‌​​‌​‌‌‌‌​​‌‌​​​‌​​‌​‌​​‌‌​‌‌​​​‍this particular issue of devisavit vel non the rule, which governs a common-law court, prevails in granting new trials, and that rule is, that in reviewing the action of the court below, when the evidence is all parol evidence, and it is conflicting, the appellate court will reject all the evidence of the exceptor ■which is in conflict with the other party; and upon the evidence of the appellee giving it full force and effect, and that of the appellant not in conflict with it, if the case is in favor of the appellee, the verdict of the jury, and the decree bаsed upon it, will be approved and affirmed;” referring to Lamberts v. Cooper’s Dx’r, 29 Gratt. 61; Webb v. Dye, 18 W. Va. 376; Nicholas v. Kershner, 20 W. Va. 251, and many others.

The contestants in their bill allege, “that, if ever said John Hedrick gave any sort of assent to the provisions of said pretended will, it was through the procurement and by the undue influence of the defendant David Hedrick and his wife.” In regard to undue influence we find it stated in 1 Jarm. Wills, 133, that the influence to vitiate an act must be such as to amount to force and coercion, destroying free agency, and there must be proof, that the act was obtained by this coercion; referring to Gardiner v. Gardiner, 34 N. Y. 155, and Gaither v. Gaither, 20 Ga. 709. Also: “In order to set aside the will of a person of sоund mind, it must be shown, that the circumstances of its execution are inconsistent with any hypothesis-but undue influence, which can not be presumed but must be shown and in connection with the will and not with other things;” referring to Brick v. Brick, 66 N. Y. 144; Eckert v. Flowry, 43 Pa. St. 46, and numerous other authorities. It is also held in the case of McMechen v. McMechen, 17 W. Va. 701, that “the burden of proof of fraud or undue influence exercised to induce a testator to execute a will is on him who alleges it; it is not on the propoundér of the will.”

In the case under consideration however the contestants of the will have introduced no testimony which tends to prove, that undue influence was exercised by David Hedrick or any other person towards or over said John Hedrick, to control the disposition of the property mentioned in his will; and, this being the case, as a matter of course fraud or undue influence can not be considered in determining the issue of dedsavit ml non, as fraud or undue influence will not be inferred. The law recognizes the sovereign right of every man to dispose of his property, as to him may seem best, and when it has been disposed of by a man of sufficient mental capacity to make a will and without any undue im fluence pr fraud practiced upon him, no matter how unrеasonable or unjust the disposition may seem to others, a suf-ficent answer to all objections is found in the fact, that such is his will and the disposition therein made conforms to his wishes.

Upon examination of the instructions given to the jury on motion of the contésteos, comparing them carefully with the law and considering them in connection with the evidence introduced upon the trial, they seem to me to propound correctly the law applicable to the testimony, and the Circuit Court did not err in giving them to the jury.

It is, however, assigned as error in this cause, that the court below correсted the second instruction asked for by the contestants by striking out the words “jealous eye,” and inserting “ careful scrutiny;” but the words taken in connection with the language used in the instruction are so nearly synonymous, that either expression might have been used without creating a different impression on the minds of the jury. I do not therefore regard the correction as material. See Cheatham v. Hatcher, 30 Gratt. 56; sixth point of syllabus.

The appellants also assign as error the refusal of the court below to give the instructions asked for by them, numbered from 3 to 19, inclusive. On examining these instructions, however, it will be found that instructions Nos. 3, 4, 5, 7, 8, 10, 11,12, 14, 15, 16, refer directly to the question of undue influence ; several of said instructions stating how and when undue influence upon the mind and actions of a testator may be inferred ; and, as we have seen above, the burden of proof of fraud or undue influence exercised to induce a testator to execute a will is on him, who alleges it; and it can not be presumed but must be shown. And, as there appears to be no evidence of undue influence in this ease, I must regard said instructions as irrelevant, and calculated to mislcad’the jury, and that they were properly refused. As to instructions numbered 6, 9, 13,17,18, and 19 I am of opinion, that the court below committed no error in rejecting the sixth instruction, because there must be clear evidence of a disposing mind at the time the will was made, whether the dispositions of the will are equal or unequal, as the court told the jury in instruction 1; and, as to instructions 9, 13, 17, 18, and 19, the court below acted properly in excluding them, because they are predicated upon a statement of facts, which is not borne out by the testimony in the cause, and are calculated to mislead the jury. I am inclined to think the fourth instruction given by the court, to wit,that the pro-pounders of the will must prove that John Hedrick executed the will as his own voluntary act free from the fraud, coercion or undue influence of those about him,” does not propound correctly the law',-as the burden of proof on those points rests upon the contestants; but this error is not one, of which the appellants can complain.

Upon the case presented by the entire record I am of opinion, that the court below' did not err in overruling the plaintiff's motion to set aside the verdict rendered by the ‍‌‌‌​‌‌​‌‌​‌‌​‌‌‌‌​​‌​‌‌‌‌​​‌‌​​​‌​​‌​‌​​‌‌​‌‌​​​‍jury upon the trial of the issue directed in this cause and grant them a new trial; and the decree rendered upon said verdict must be affirmed, with costs to the appellees.

Aeotrmep.

Case Details

Case Name: Coffman v. Hedrick

Court Name: West Virginia Supreme Court

Date Published: Feb 11, 1889

Citation: 9 S.E. 65

Court Abbreviation: W. Va.