119 Ala. 641 | Ala. | 1898
The appellant, in the capacity of executor, propounded for probate two instruments in writing; the one purporting to be the last will and testament, and the other a codicil thereto, of Leonora Kennedy, deceased. The validity of the writings was contested by the husband and a sister of the deceased, one of her next of kin. The assignments of error are numerous, and we propose to consider them in the order in which they have been argued by counsel.
A jury having been summoned to try the issue joined between the parties, in the course of its organization five of the persons summoned, in response to questions asked by the proponent, stated that they had expressed an opinion as to the validity of the will, and were challenged for cause by the proponent. The court then inquired of each of the first four challenged if he had formed an opinion that would bias his verdict, and if he was open to conviction. The first question having been answered negatively, and the latter affirmatively, the
The mode of contestation of the probate of a will before the court of probate is prescribed by the statute. Code, 1886, §1989; Code, 1896, §4287. The contestant must file “allegations in Avrlting that the Avill Avas not duly executed, or of the unsoundness of mind of the testator, or of any other Adalid objection thereto; and thereupon an issue must be made up, under the direction of the court, between the person making the application as
It is, therefore, no objection to a plea that it attacks the whole will, and charges the exercise of undue influence by one only of the beneficiaries. Nor are the pleas objectionable on the ground that they state mere legal conclusions, and do not aver facts constituting undue influence. The third plea charges that the deceased at the time of the making of the will was under the domination and control of certain named members of the Coghill family, or some of them, and that the will is the result and product of the undue influence exercised by them, or some of them, over the mind of the deceased, and was not the result of the exercise of her free volition. This must be treated as equivalent to an averment that the persons named, or some of them, acquired a dominating influence over the mind of the deceased, which destroyed her free agency, and constrained her to execute the instrument against her will; and, thus treated, it is sufficient. To require the- contestant to state in the plea the means by which the influence was acquired, and the manner in which it was exercised, would be to require
It is earnestly contended by counsel for appellant that there is no evidence of undue influence in the record, and that the trial court erred in its refusal to give the general charge in favor of the proponent on this issue. The argument in support of this contention is directed rather to the weight that should be accorded to the evidence in the record, and this was a question to be determined solely by the jury. If there Avas any evidence in the case, the tendency of or just inference from which Avas that undue influence had been exercised, it was proper to submit the issue to the jury. The physical condition of the testatrix, her previous intention, expressed two or three weeks before the will was signed, to make a disposition of her property different from that made by the will, in Avhich none of the Coghills were to share, except Maggie, and she to an extent much less than the will provides; the fact that three days before the execution of the will she had no property which she could dispose of by will, except a few shares of stock, and that the proponent endeavored to pursuade, and succeeding in pursuading, the deceased’s husband, who was of Aveak mind, to transfer to her a large amount of property, although she was at the time confined to her bed with cancer of the womb, a disease which was knoAvn to be fatal; the impaired mental condition of the husband, rendering him
We will next consider some of the many exceptions to the rulings of the trial court on the objections to the admission of evidence. The inquiries opened up by the issue of undue influence are always difficult of solution, because of the secrecy with which the acts constituting the undue influence are committed, and the evidence admissible under the issue covers a wider field than usual in ordinary litigation. While the investigation is directed to the particular time at which the will was executed, yet evidence of facts preceding and subsequent to that particular time is often competent and admissible. Chandler v. Jost, 96 Ala. 602; Kramer v. Weinert, 81 Ala. 415. Like fraud, it is rarely susceptible of proof, “except by a comprehensive and comparative view of the actions of the party to whom the fraud is imputed, and his relative position a reasonable time before, at, and a reasonable time after, the time at which the act of fraud is alleged to have been committed.” — Snodgrass v. Bank, 25 Ala. 174.
The will was signed December 3, 1894. The evidence ‘tends to show that prior to December 1st the testatrix had no property which she could dispose of by will, except a few shares of stock, but that her 'husband, A. M. Kennedy, possessed real and personal property of considerablé value. The theory of the contestants was that the proponent and his family, in the execution of a common purpose to obtain a part of this property, knowing their power over the testatrix, first induced the husband to transfer valuable property to the testatrix, and then,
The sister of the deceased, a witness for contestants, in reply to the question whether she had ever heard the deceased make any declaration of affection for any of the Coghills, said she had never heard her express any affection for them, and that “she was wrecked and torn by the
There are many exceptions in the record to the overruling of objections to questions which were not objectionable in form, but which might have elicited both legal and illegal evidence, and it does not appear that objections were made to the answers to such questions. If illegal evidence is contained in the reply to such questions, the objection should be made to the reply, and the exception directed against the admission of the answer. So, where an answer is not strictly responsive to the question, though apparently suggested by it, the objection to the question does not cover the independent matter thus elicited. — Eagle & Phoenix Mnfg. Co. v. Gibson, 62 Ala. 369; E. T., V. & G. R. R. Co. v. Bayliss, 74 Ala. 150. There are exceptions to the overruling of general
There were many objections to the admission of testimony to show declarations made by the testatrix between the date of the execution of the will and her death. The will was executed December 3,1894; the codicil was signed February 2, 1895, and' testatrix died February 13,1895. Undue influence, to be effective to invalidate a will, must so operate upon the mind .of the testator as to destroy his free agency, and constrain him to make a disposition of his property such as he would not have made of his free will. When made an issue, therefore, two lines of inquiry are opened up: First, the conduct of those charged with the exercise of undue influence; and, second, the effect of this conduct upon the mind of the testator — that is, the mental state produced by it. • And this latter inquiry necessarily involves an inquiry into the entire mental structure and development of the testator, not only at the time of the execution of the will, but prior thereto and for a reasonable time thereafter. It has been said that the successful exercise of undue influence presupposes a weak and impaired mind; that, in the absence of actual fraud or deceit, a strong and vigorous mind cannot be successfully operated upon by undue influence. Whether this be strictly true or not, it is clearly competent to show any weakness of mind or peculiarities in the mental structure of the testator, whether natural or caused by disease, such as to render it probable that he was liable to be easily influenced. And, as these qualities of the mind are more or less permanent, the inquiry properly covers a reasonable period before and subsequent to the execution of the instrument. It would be strange, indeed, if the mind of one who had been constrained to execute so solemn an instrument against his 'will should immediátely upon its execution resuihe its independence of thought and action, and leave no trace of the effect produced by the pressure which had been brought to bear upon it. Hence, inasmuch as the mental condition of a person can be determined only by his acts and declarations, these are admissible, whether made a reasonable time before or after the execution of the will, to establish everything pertaining to the testator himself — -his memory, intentions, idiocyncrasies, prejudices, affections, relations with
The sister of testatrix testified that on Sunday morning preceding the latter’s death she Avas called to her bedside, and the testatrix said: “Amelia, all I have on earth is yours. Don’t be bothered. I am so afraid they Avill bother you about the avíII, as I have been bothered by them.” The witness said: “Nora, did you ever know me to bother anybody?” The testatrix replied: “No; I don’t mean you. Not you, the Coghill family. Put them out of the house; put them out of the house.” The proponent moved to exclude the Avords: “I don’t mean you, but the Coghill family. Put them out of tho house.” This conversation was but a Aveelc after the execution of the codicil, by which valuable property was given to the proppnent and other members of the family. The part of the conversation objected to was clearly admissible as tending to shoAV the feelings of testatrix toAvards these beneficiaries.
The testimony as to Avhat occurred in the house ’two or three nights before the death of the testatrix, on the
The objection to the question propounded to Dr. Wood, as to whether the mental condition of the husband of testatrix was perceptible to those who associated with and talked with him, was properly overruled. We have already said that evidence as to the mental condition of the husband was relevant. The testimony elicited was that any person who frequently associated with him would readily observe that he was of unsound mind; and this was relevant as tending to show that the proponent and other members of his family knew of his mental condition when they endeavored to induce him to transfer his property to his wife, the testatrix. But we are of the opinion that the court erred in admitting in evidence the will of A. M. Kennedy, the husband. We are unable to perceive anything in the contents of this will that tends in any way to elucidate the issues involved.
The part of the general charge of the court to which an exception was reserved states a correct proposition of law. It asserts the doctrine laid down in Bancroft v.
Charge “a,” taken in its entirety, asserts no more than the proposition that if the fraud or undue influence on the part of one or more of the legatees or devisees affects the whole bill, then no portion, of it can stand. — Florey’s Ex’rs v. Florey, 24 Ala. 248.
Charge “e,” is free from error, and finds support in Leverett v. Carlisle, 19 Ala. 80.
There was no error in the instruction marked “h.” It may be argumentative, but that is not matter of error. Nor was there error in giving instruction “k.”
Charge “1,” asserts that “the presumption of undue influence does arise, and it is incumbent upon the proponent to satisfy the jury that the will expresses the free and intelligent wishes of the testator,” upon proof by the contestant of certain facts, among which is the ex- < istence of “certain relations between the testator and ' the beneficiaries well caluclated to 'give them an undue influence over him.” We cannot treat the words last quoted as a sufficient statement of the existence of those confidential relations between the beneficiary and the testator, which, coupled with activity in and about the preparation of the will, cast upon the former the burden of showing that it was not the result of coercion or fraud. The existence of a relation which merely gives one the power to unduly influence another in the execution of his will, unaccompanied by any element of confidence and .trust reposed, even though there is the necessary activity in and about the preparation and execution of the .will, does not raise the presumption of. undue influence. Neither of the facts stated in the charge, nor all combinéd,'. gives rise to any legal presumption. The charge, moreover, is "erroneous because it exacts too high a degree of proof in rebuttal of the facts stated in the charge, in that it requires such proof to “satisfy the jury.” Even where a legal presumption is to be overcome, the law does not require so high a degree of proof. The true
We have already said there was evidence requiring the submission to the jury of the issue of undue' influence, and also the question whether confidential relations existed between the testatrix and Maggie Coghill or William Coghill. For this reason charges 1, 3, 4, 5, 6 and 7, requested by the proponent, were properly refused. They in effect, request the general charge in favor of the proponent on these issues. Fraud is so intimately connected' with undue influence that a charge instructing the jury that there is no evidence'that any fraud or coercion was racticed on the testator cannot be given, when there is any evidence tending to show undue influence. While there may be a kind of fraud practiced upon a testator which would not amount to undue influence, as generally defined, yet the.exercise of undue influence’is fraud, and necessarily involves the idea of coercion, either- mental, moral, or physical. ' Charges 3 and 4 are subject to these criticisms. They. are faulty, also, because- they ignore the evidence tending to show the existence of confidential relations and activity in the preparation and execution of the will, the effect of which, if found to exist, is to raise the presumption of fraud and coercion, in the absence even of any affirmative evidence that they were practiced. Charge 2 instructs the jury that they “must find a verdict for the proponent on the issue of‘fin soundness of mind of Mrs. Kennedy.” Counsel for appellees admit that there was no evidehce of unsoundness of mind, but contend that the charge was properly refused, because a similar charge had already been given at the request of the proponent, and the refusal was, therefore, without injury. This is the doctrine of the later cases. A. G. S. R. R. Co. v. Burgess, 116 Ala. 509; K. C., M. & B. R. R. Co. v. Burton, 97 Ala. 242; L. & N. R. R. Co. v. Hurt, 101 Ala. 36; Compton v. State, 117 Ala. 56.
Charges 8, 9, 18 and 21 exact too high a degree of proof, in requiring the verdict to be based upon evidence which “satisfies” the minds of the jury, and were properly refused for this reason. They are also misleading, since they seem to require affirmative evidence of undue
We have already shown that there was sufficient evidence to make out a prima facie case of conspiracy or common purpose among the members of the Coghill family to procure the execution of the will. Charge 10 was, therefore, properly refused. Charge 11 asserted that the jury was not authorized to find the will or codicil invalid as to Bella Coghill, because there is no evidence to show that she exercised any fraud, deceit, or coercion; and charges 12, 18, 14 and 15 assert the same proposition with respect to each of the other members of the Coghill family. Each of these charges was objectionable, because it assumed that a legacy in favor of one beneficiary could not be declared invalid on the ground that it was procured by undue influence or fraud, unless such beneficiary exercised the influence or fraud, while, as has been heretofore stated, it is entirely immaterial by whom the undue influence or fraud is exercised, all the ^Legacies which are the result thereof being invalid. They are bad for the further reason that they ignore the question of conspiracy, and the presumption arising from the existence of confidential relations and activity in the preparation or execution of the will. Charges 16 and 17 were properly refused for reasons already pointed out. Charge 20 was manifestly erroneous. Whatever of weight may be given to the facts stated therein, being legally in evidence, they were proper subjects for the consideration of the jury. For the errors pointed out, the decree of the court of probate is reversed, and the cause remanded.
Reversed and remanded.