Cramer v. Crumbaugh

3 Md. 491 | Md. | 1853

Dissenting Opinion

Mason, J.,

dissented in part, and delivered the following dissenting opinion:

In the views expressed by the chief justice, upon the first four heads or divisions into which he has divided this case, I concur. Upon the fifth I dissent. I do not think there is sufficient evidence in the record to establish, that the testator had any knowledge of the contents of the paper at the time he affixed his signature to it as his last will and testament.

If Crumbaugh had taken no beneficial interest under this will, all the presumptions and legal intendments would have favored the validity of the will, and I would not have hesitated to have pronounced it good. While it is clear from the proof that the deceased intended to make a will, it is by no means clear to my mind, that the paper actually executed was the will which he wanted to make. Is it not manifest, that any other paper could as easily have been imposed upon the testator as the will he wanted to sign, and which he supposed he was signing? In other words, does the record furnish any evidence, or any facts, from which a reasonable presumption would arise, that the contents of this paper were known to Cramer, or that it was drawn in accordance with his directions?

I do not intend to intimate that any particular kind of proof Is necessary, where the scrivener takes a benefit under the will, to show the actual knowledge of its contents by the testator; but in some way, other than the mere legal presumptions which usually favor duly executed testamentary papers, I think it should appear that the party signing the supposed will knew its contents.

The error in the court’s opinion in this case 1 conceive to consist in the circumstance, that while it is conceded “that if a party,” (according to Baron Parke, in the case in 1 Curteis,) “writes a will under which he takes a benefit, that is a circumstance which generally ought to excite the suspicion of the court,” &c., yet, in fact, such a case is not sufficiently distinguished from the case of an ordinary will.

The learned judge, whose opinion is relied on and cited by the majority of the court, when he says, “these are cases of wills, prepared by a legatee so pregnant with suspicion,” See., embraces the case now before us, and that without clear proof of the actual knowledge of the contents of the paper by the supposed testator, the will ought not to be sustained.

In addition to the other suspicious circumstances attending this transaction, the fact that the legatee and scrivener, at his own instance, became the depository of the paper, ought to determine the case against him. At no time then had the testator'an opportunity of discovering whether a fraud had been practised upon him, (if such was the fact,) by referring to the paper.

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Lead Opinion

Le Grand, C. J.,

delivered the opinion ofithis court.

This is an appeal from an order of the orphans court for Frederick county, admitting to probate a paper purporting to be the last will and testament of a certain John Cramer. The appellant was the brother of the deceased and his heir at law.

The probat of the will was objected to on several grounds: 1st. Want of capacity on the part of the testator to make a will. 2nd. Undue influence exerted over him by Margaret Smeltz, one of the devisees. 3rd. Failure of the party to request, at the time of their so doing, the witnesses to attest it as his will. 4th. That he did not, at the time of his signing it, publish and declare it to be his last will and testament. 5th. That there is no evidence he had any knowledge of its contents at the time he affixed his signature.

There is not a particle of evidence furnished by the record of any influence being exercised over the testator by Mrs Smeltz, nor is there any adduced to show he was not of a sound, disposing mind; but, on the contrary, the evidence of all the witnesses is positive and direct to the point, that he had sufficient capacity; in other words, was of sound mind, capable of making a valid deed or contract. If, therefore, there be any objection to the paper, as a testamentary disposition of property, it must be found in the circumstances attending its preparation, signing and attestation.

It appears from the evidence that the will was written by the executor named in it, whose son and self were the principal objects of the testator’s favor and bounty. These circumstances, in the absence of other proof, would very properly suggest suspicion as to fairness, in a case where the properly is given to those who are not allied by the ties of blood to the testator; but as the law concedes to a man of sound mind, the right to dispose of his property in any manner he may deem proper consistent with its policy, either by gift to take effect in presentí, or after his death, it is no valid objection to a will that the testator has given his property to strangers to his blood, provided he had the required mental capacity and was free from undue influence. Experience not uufrequently informs those, who have encountered the trials and vicissitudes of a long life, that kindness is to be received not only at the hands of those who are our kindred in blood, and that such, by their conduct, may forfeit all claim upon their bounty. The observation of every sensible man must notify him, that a person may have very satisfactory, and, to himself and the world, justifiable reasons for disinheriting his kindred, but which he would be unwilling to make matter of record. From a becoming and praiseworthy respect to the feelings of the living, a testator is properly dispensed from the necessity of assigning the motives which govern him in the selection of the objects of his bounty. We mention the fact not because we wish to be understood as intimating, in the slightest degree, there is anything in the case before us showing that the appellant failed in any manner faithfully to respond to the obligations imposed by brotherhood, — for on Ihe subject of bis conduct to the deceased the record speaketh not — but to announce the principle that the law contemplates as a possible cage, that kindred may, by their own actions, cease to have a hold on the affections or bounty of a relation. “It is not,” say the court, in Davis vs. Calvert, 5 Gill and Johns., 300, “of itself sufficient to avoid a will or testament, that its dispositions are imprudent, and not to be accounted for.” In the case now before us, we have no information in regard to the character of the previous intercourse between the testator and his brother, the appellant. And although “ a will or testament may, by its provisions, furnish intrinsic evidence, involving it in suspicion, and tending to show the incapacity of the testator to make a disposition of his estate, with judgment and understanding, in reference to the amount and situation of his property, and the relative claims of the different persons who should have been the objects of his bounty — such as a disposition of his whole estate, to the exclusion of near and dear relations, having the strongest natural claims upon his affection : a wife and children for instance, or other near relations, without any apparent or known cause, which alone would be a suspicious circumstance,” yet, it would not “furnish, per se, sufficient ground for setting aside the instrument.” 5 Gill and Johnson, 300.

The substance of the testimony in regard to the preparation, execution and attestation of the will is this: The testator was in good health, and, prior to the day on which the paper was signed, had requested two of the witnesses to meet him at his house for the purpose of witnessing his will, specifying the day on which he desired them to call on him. One of the attesting witnesses, (Mr. Smith,) says, he went to Mr. Cramer’s house about eleven o’clock on the day the paper was executed; that when he got there, Mr. Crumbaugh was in an adjoining room writing; Mr. Cramer was in the room witness entered. Witness remained an hour; Mr. Cramer went into the room once or twice in which Mr. Crumbaugh was writing. Witness went to his dinner and returned in about an hour, and was joined by the other witnesses. After they had been at the house some time, the appellee came into the room where they were, with the paper in his hand; “he laid the paper on the table, and said in the presence of Cramer and the witnesses, gentlemen, the will is now ready to be signed, or to be executed; Mr. Cramer, you will have to sign it first; Mr. Cramer took the pen and signed it; Mr. Crumbaugh then pushed or turned the paper to Mr. Potts, who was sitting at the same table, for him to sign it. Mr. Potts did so, then J signed, and then Mr. Hedges; during this time nothing was said by anybody.” * * * * “'When Mr. Crumbaugh was in the act of folding up the will, I was about to leave the house, when Mr. Crumbaugh said, stop, I want you to witness the sealing up this will, perhaps, when, it is broken open, I will want to call on some of you gentlemen.” * * * * “After the will was sealed up, Mr. Potts, or some one present, said, who will take charge of, or keep the will, to which Mr. Crumbaugh replied, I will keep the will, if you have no objection, Mr. Cramer, to which Mr. Cramer said, yes.” Mr. Potts testifies, that Mr. Crumbaugh asked the question, “whether it was his, (Cramer’s) last will and testament?” and that Mr. Cramer “assented to or nodded his head.”

With but one exception, so far as the preparation, execution and attestation of the paper now under consideration are involved, this case is very like that of the will of Thomas Mason, the circumstances attending which are reported in the case of Mason vs. Harrison and Boggs, 5 Har. and Johnson, 480. The testator in that case dictated to an amanuensis the principal matters in the will, and affixed his mark to it, with the assistance of one of the persons present, saying nothing, however, at the time in regard to his intention. Subsequently, after the witnesses had affixed their names, and the testator had been removed to another room, in reply to the question, “Is this your will?” he replied yes. This was held a sufficient compliance with law and the will sustained, although it was clear from all the evidence the testator was in a very helpless condition, incapable of seeing or writing.

It is true, that in that case the material parts of the will ■were read over to the testator in the presence of the witnesses before the execution, and it is this circumstance which principally distinguishes it from the case now before us. The inquiry then is, is the reading of the will in the presence of the attesting witnesses essential to the validity of its execution? We did not consider the argument of the counsel for the appellant as going thus far, but merely as insisting it should affirmatively appear, that he either read himself or had read to him the will before he affixed his signature. To this extent, however, we cannot go. Here we have the amplest proof of execution. The testator but fulfilled an intention for some time entertained and expressed. He notified the witnesses to attend at his house and explained to them his purpose, and also designated the person whom he designed should prepare his will. The evidence shows he had sufficient time to inform himself of the contents of the paper which he did sign, and that he was alone with the party who prepared it sufficiently long to have dictated and discussed its whole contents. The proof is all one way as to his mental capacity. It is not pretended he labored under any feebleness of mind not common to him, and the witnesses describe him as a man of strong common sense, of resolute will, and not easily to be shaken from his purposes. Where the capacity of the party is wholly unimpeached and an absence of proof of fraud, the law presumes a knowledge on the part of the testator of' the contents of the paper which he executes. This is the rule laid down by Sir John Nicholl, in Billinghurst vs. Vickers, 1 Phillimore, 187, (1 Eng. Eccl. Rep., 69,) and that was a case in which the executor, who was also a legatee under the will, prepared that part of the will in which he was designated as executor and legatee. There was no direct proof that the will was read to him, nor that he read it himself. As observed by Sir John Nicholl, in Fawcett vs. Jones, 3 Phillimore, 434, (1 Eng. Eccl. Rep., 452,) “it is a general leading principle, that when an instrument has been executed by a competent person, you must presume that the person so executing it knew its contents, and the effect of the instrumeat, and that he intended to give that effect to it.” But it is supposed the case of Butlin vs. Barry, 1 Curteis, 614, (6 Eng. Eccl. Rep., 406,) establishes the proposition of law, that in all cases where the party who prepares the draft of the will takes an interest under it, it is incumbent upon him to show affirmatively, not only the capacity of the testator, but the fact that he was made acquainted with the contents of the paper, either by having read it himself or from having had it read to him. There is certainly language used in that case which furnishes some warrant for such a construction, but this circumstance was noted and commented on when the case came on to be heard before the judicial committee of the Privy Council, to which it had been carried by appeal. Mr. Baron Parke, in delivering the opinion, 1 Curteis, 637, (6 Eng. Eccl. Rep., 417) observes, that the rules which govern cases of this nature are two: — first, the onus prohandi lies in every case upon the party propounding a will, and he must satisfy the conscience of the court that the instrument so propounded, is the last will of a free and capable testator. The second, that if a parly writes a will, under which he takes a benefit, that is a circumstance which generally ought to excite the suspicion of the court, and calls upon it to be vigilant and jealous in examining the evidence in support of the instrument, in favor of which it ought not to pronounce unless the suspicion is removed, and it is judicially satisfied that the paper propounded does express the true will of the deceased. In adverting to the doctrine as laid down by Sir John Nicholl, it is said, his language is “somewhat equivocal and capable of leading into error.” In regard to the observation, that where the party benefitled prepares the will, the presumption and onus prohandi is against the instrument, and the proof must go not merely to the act of signing, but to the knowledge of the contents of the paper, and where the capacity is doubtful there must be proof of instructions, or reading over, it is remarked, “if, by these expressions, the learned judge,” (Sir John Nicholl,) “meant merely to say, that there are cases of wills prepared by a legatee so pregnant with suspicion, that they ought to be pronounced against in the absence of evidence in support of them, and that extending to clear proof of the actual knowledge of the contents by the supposed testator; and that instructions proceeding from him, or the reading over the instrument by or to him, are the most satisfactory evidence of such knowledge, we fully concur in the propositions so understood, in all probability the learned judge intended no more than this. But if the words are to be construed strictly; if it is intended to be stated as a rule of law, that in every case in which the party preparing the will derives a benefit under it, the onus probandi is shifted, that not only a certain measure, but a particular species of proof is therefore required from the party propounding the will, we feel bound to say we conceive the doctrine incorrect.”

Again, “the strict meaning of the term onus probandi is this, that if no evidence is given by the party on whom the burden is cast, the issue must be found against him. In all cases this onus is imposed on the party propounding a will; it is in general discharged by proof of capacity and the fact of execution, from which the knowledge of and assent to the contents of the instrument are assumed, and it cannot be that the simple fact of the party who prepared the will, being himself a legatee, is, in every case and under all circumstances, to create a contrary presumption, and to call upon the court to pronounce against the will, unless additional evidence is produced to prove the knowledge of its contents by the deceased.”

There is nothing in all this which' affects the measure of proof adduced in this case. We have no proof of the relations of friendship subsisting between the testator and his legatees, nor of those between him and the appellant. All the information we have is, that he was in his usual health, of sound mind, fulfilling an intention which he had previously expressed, that is to say, to have his will prepared by a certain person, and to execute it on a particular day, and at a designated place. That the will was written in his house is beyond dispute, and that he had the amplest time and opportunity to dictate, and to examine its provisions after they were put to paper, the facts warrant us in believing; and these circumstances, coupled with the total absence of proof, to show any one had sought to exercise any influence over him, ought, when his capacity is fully establishedto be conclusive of the validity of the paper as a testamentary disposition of his property.

We see nothing in the requirements of law or the facts of the case, to induce us to come to a conclusion different from that of the orphans court, and therefore affirm their decision.

Order (firmed, with costs.