64 Vt. 233 | Vt. | 1891
Lead Opinion
The opinion of the court was delivered by
This is an appeal from a judgment admitting to probate an instrument purporting to be the last will and testament of Catherine A. Foster.
The contestants are the heirs at law of the testatrix, and oppose the allowance of such instrument on the ground of want of mental capacity in the testatrix to make a will, and that the instrument was procured by undue influence and fraud,
Neither the creditors nor the debtors of - an alleged testatrix are affected by the allowance or disallowance of an instrument claimed to be her will. Their rights and liabilities remain the same in either event.
In Stevens v. Joyal, 48 Vt. 291, which was ah appeal from the decree of the Probate Court decreeing the entire estate of Joseph E. Joyal to the defendant as his lawful widow, it was ¡held that the widow was a competent witness to establish the fact of her marriage with her alleged husband. The same objection to her competency as a witness was raised in that case that iis urged in this. It was necessary to establish her marriage to «entitle her to take the estate as widow. The question there decided is identical in principal with the question under consideration. Adhering to the rule laid down in that case, we hold that Mrs. Hayes was a competent witness.
The testimony of Dr. George Dunsmore, that soon after Mr. Foster’s return from Europe, he treated him for a venereal disease, and the testimony of Mrs. Swett that Mrs. Foster informed her that Mr. Foster had a disease of a private nature that he contracted in Europe, bore directly upon this issue raised by the contestants, and was clearly admissible.
None of the contestants’ exceptions to this class of testimony are well taken. To sustain them would preclude the proponents from rebutting an issue raised by the evidence of the contestants.
It is contended that the form of the question to this class of witnesses in several cases, and in some instances to expert witnesses, ivas objectionable in that is called for the opinion of the witnesses in regard to the sanity or insanity of the testatrix, thus calling upon them to take the place of the jury, and determine the issue on trial in giving their opinion. The objection to these questions was general and did not call the attention of the court to the form of the question in this respect. "When the subject matter of the inquiry is admissible, and only the form of the inquiry is objectionable, the objection must be so framed as to call the attention of the court directly to the precise defect in the form of the inquiry, otherwise' such objection cannot avail the excepting party. Hence, if the questions were improper in the respect claimed, this objection cannot noAV avail the contestants.
IioAvever, when the question in issue is that of sanity or insanity, it is proper to ask a non-expert witness to give his opinion as to the person’s sanity or insanity, based upon the facts concerning which he has testified. There is no difference in the rule permitting an expert or a non-expert witness to give his opinion in a case of this kind, except that the former is allowed to give his opinion upon facts testified to by other witnesses and which are assumed to be time, while the latter is limited to giving liis opinion based upon the facts to which he has himself deposed. In neither case is the opinion evidence unless the jury find the facts proven, upon which it is based; if such facts are found, then such opinion is a fact for the jury to consider in connection Avith the other evidence, and the weight to be given it in the case of a non-expert witness is to be determined as above suggested, while in the case of the expert witness, its weight
The attesting witness, Henry S. Goodrich, was asked by pi’oponents this question : “ Give your opinion as to her capacity to make a disposition of her property which she (meaning Mrs. Foster) does make by this will.” It is not necessary to decide whether this question was admissible. The contestants objected to it “ only on the ground that the witness had not seen her sufficiently to be able to judge.” Where the objection is thus pointed out and stated in the exceptions, the excepting party is confined in this Court to the precise objection passed upon by the trial Court. Bartlett v. Cabot, 54 Vt. 242. There was no error in overruling this objection. We have carefully examined each of the numerous exceptions taken to this class of testimony by the contestants, and for the reasons stated, none of them are sustained.
After detailing the conversations and business transactions which he had with her as her attorney during that time, he testi
The letters written by the testatrix were admissible, not only to show her state of mind toward the contestants and those named as the objects of her bounty, but also to show her mental condition and capacity.
11. It was not error to allow Mrs. Hayes to explain the circumstances under which she wrote the letter introduced by the contestants and the meaning which she intended to convey by the language used. This is a privilege usually accorded to any witness or party. The purpose of allowing such explanation, is to enable the jury to consider the circumstances from the same standpoint as the witness. Brackett v. Wait, 6 Vt. 411; Noyes v. Canfield, 27 Vt. 79; Gifford v. Thomas' Est., 62 Vt. 31. The contestants eventually laid great stress upon the word “hallucination” as used in this letter, and probably urged to the jury that it was used by the writer to charge Mrs. Foster with being insane. The fact that the primary meaning of hallucination, as defined by Webster and Worcester, is, “an error, a blunder, a mistake, a fallacy,” brings the ruling of the County Court permitting an explanation of the sense in which the writer used that word, clearly within the rule stated in the cases cited.
In Boutelle v. Fire Ins. Co., 51 Vt. 4, it was a material question whether defendant’s agent, Brown, heard a conversation between one Mills and the agent of another insurance company, had in the plaintiff’s storehouse, while Brown was outside of it. Against the exception of the defendant, Mills was permitted to testify to the conversation he had with this agent while in the storehouse. In disposing of this exception, this Court by Ross, J.,' say: “It does not appear from the exceptions, that Brown was so far removed from the witness at the time of the conversation that he could not have heard the same.
If the conversation was in his hearing and so in his presence, it was admissible. It is incumbent on the excepting party to show that the evidence objected to was clearly inadmissible. This is not shown by the exceptions.” In Armstrong v. Noble, 55 Vt. 428, which was an action of assumpsit on a promissory note endorsed to plaintiff when over due, it was urged in this Court that the exceptions did not show that certain evidence received was
As it does not appear affirmatively by the exceptions that when this testimony of Dr. Foote was admitted, there was no evidence tending to show that Mrs. Foster had knowledge of what occured between him and Mrs. Hayes as testified by him, this exception, under the rule stated, cannot avail .the contestants. To hold otherwise would require us to overrule all the cases cited, as well as many other decisions of this Court to the same effect.
The proponents improved Dr. Foote as a witness and an expert in rebuttal. He stated that he had read the hypothetical question which the contestants had ashed Dr. Draper, and had also read his testimony. The proponents against the exception of the contestants then asked this question: “Supposing Dr. Draper’s diagnosis of the case to have been correct in 1876, and supposing that these facts referred to in the hypothetical question were true and that they occured after she left the hospital, what evidence would they present to your mind, and supplement that with the knowledge you have of Mrs. Foster, what answer would you make to the question?” The contestants first introduced expert witnesses on the subject of insanity to whom they put hypothetical questions. It is conceded that this gave the proponents the right to use the same kind of testimony in rebuttal, but it is contended that they should have been confined to the use of the same hypothetical questions which the contestants had used, and that it was therefore error to allow this question to be put to Dr. Foote. This contention cannot be sustained. The proponents might judge that some of the facts included in the hypothetical questions used by the contestants, would not be found by the jury, or that facts not included in such questions, but which the evidence tended to show, would be found to be established, and they had the right to so frame their questions as to call for. the opinion of their expert witnesses upon any or all the facts which the evidence tended to prove.
It is now urged that this question did not limit Dr. Foote’s knowledge of Mrs. Eoster to what he had testified in respect to what he had known of her, and that in this there was error. We do not tliink that this is a fair construction to put upon the question. The language of an inquiry is always to be construed
This case is directly in point, and we hold that although the question put to Dr. Foote was somewhat inartificial in form, yet it was admissible in view of the circumstances under which it was asked and admitted. If the question was proper, its admission would not be error because the witness misunderstood it or gave an improper answer. Fraray v. Gusha, 59 Vt. 257. The presiding Judge in his- charge instructed the jury that the opinion of expert witnesses would go for nothing unless they found the facts established on which such opinion was based. Expert
The contestants did not specifically object to the form of this question.
Again, in the discussion upon the admissibility of this evidence and which immediately preceded the ruling of the Court admitting it and the asking of this question under that ruling, the contestants put their objection solely upon the ground that the same question,- and that only, which was put to Dr. Draper could be put to Dr. Foote in rebuttal, and we think the Court had a right to understand from what then occurred and did understand the objection to the question to be made on that ground only. This would limit the exception, if well taken, to the precise ground then stated, which as we have already seen is not tenable.
It was competent for the contestants to have inquired of Dr. Foote what his opinion was as to Mrs. Foster’s sanity or insanity, based upon the testimony of each witness who had testified to facts tending to prove sanity or insanity, assuming such testimony to be true. State v. Hayden, 51 Vt. 296. He testified that he had heard Mrs. Dickerson’s testimony. The Court then allowed the proponents, subject to the exception of the contestants, to ask him the question: “"What do those declarations of Mrs. Foster, testified to by Mrs. Dickerson, indicate to your mind as to her mental- condition, assuming that Mrs. Dickerson testified to the truth ?” and to which he replied, “I do not see anything that would indicate insanity in the answer that was given.” It is now urged that this question was inadmissible, and that the only question permissible in view of the evidence, was a hypothetical one, enumerating the facts and declarations testified to by Mrs. Dickerson, and assuming them to be true. This question did not require the witness to weigh or reconcile conflicting evidence. In State v. Hayden, supra,
.Dr. Hamilton, a physician and expert, improved by the proponents in rebuttal, was asked in his direct examination the question: “Assuming the condition of Mrs. Foster to have been as stated by Dr. Fassett, what do you say about her recovery from this disease of the mind which she might have had in 1876, if she had any?” The contestants objected to this question, and insisted that the witness should take the whole testimony of Dr. Fassett as the basis of his answer. The Court then said to the witness: “Assuming she was crazy in 1876, what is your opinion of her having recovered at that time in 1885, taking it just as Dr. Fassett states it, if you have read his deposition ?” The witness stating that he had not read the whole deposition, the question put by the Court was left open, and later, the witness having read the entire deposition, was recalled and the question again asked, against the exception of the contestants, and the answer, “I should say she had recovered,” was admitted.
It is now urged that this was error, for the reason that the opinion and conclusions of Dr. Fassett were made a part of the basis of the opinion of Dr. Hamilton. W"e think the question only called for Dr. Hamilton’s opinion upon the facts to which Dr. Fassett had deposed, showing the physical and mental condition of Mrs. Foster from April, 1879, to Nov., 1885, as bearing upon the question whether she had recovered in 1885, assuming that she was insane in 1876, as claimed by the contestants. If this were not the fair, natural construction to be put upon this question, and were it open to the objection claimed, the contestants could take nothing by their exception on this ground, for the reason that they insisted that Dr. Hamilton should predicate his opinion upon the whole testimony of Dr. Fassett, including his opinion as well as the facts stated by him. It would indeed be a strange proceeding to permit a party in the court below to insist upon a modification of a question so that it conforms to his
Again, were the question open to the objection urged, the error would be in favor of the contestants, as the opinion of Dr. Eassett so far as expressed in regard to Mrs. Roster’s sanity or insanity, supported their claim that she was insane. If Dr. Hamilton gave this opinion any weight, it would make for them. “ A party shall not reverse a judgment for an error which is beneficial to him.” Brown v. Caldwell, 10 Serg. & Rawle 114, (13 An. Dec. 660); McGowen v. West, 7 Mo. 569, (38 Am. Dec. 468); People v. Call, 1 Denio 120, (43 Am. Dec. 655); Lucas v. New Bedford & Taunton R. R. Co., 6 Gray 64, (66 Am. Dec. 406). “This court never reverses a judgment because of errors in the proceedings in the County Court which have in no wise harmed the excepting party.” Sampson v. Warner, 48 Vt. 247; Wheelock v. Moulton, 13 Vt. 430; State v. Kibling, 63 Vt. 636.
The views already expressed in this connection and in regard to Dr. Roote’s testimony, dispose of the remaining exceptions taken to the admission of Dr. Hamilton’s and Dr. Clark’s testimony.
When the'parties entered into it they were acquainted with her and knew her great age and infirm health, as well as the distance she would have to travel to attend court, and were well aware that humanity on their part as well as prudence on her own, might require that she should not be compelled to appear in court, although she might possibly be physically able to do so. We do not think that the provision, that, at the option of the proponents, she should be considered unable to attend court by reason of sickness, was intended as a restriction, but as an enlargement of their right to use her testimony given in the Probate Court, and its effect was to give them the right, at any stage of the trial, to use so much of such testimony as was relevent to
Again, by the express terms of the stipulation, the testimony taken and used before the Probate Court, of a witness, “ unable to attend court by reason of sickness,” might be read in evidence at the trial in the County Court. There was no limitation as to the time when such sickness must supervene ; hence, if at the time the testimony became material and was offered in evidence, the witness was unable to attend by reason of sickness, his testimony taken before the Probate Court was then admissible under the stipulation, without regard to whether he had previously been present at the trial in the County Court and testified upon some branch or phase of the case. In other words, whenever, during the trial, it became necessary for either party to offer in evidence any part of such testimony, one of the tests of its admisibility under the stipulation was this : “Is the witness unable to attend court by reason of sickness ?” If so, his testimony was admissible under the stipulation. This provision applied to Mrs. French as well as to all other witnesses who might be unable to attend court for this reason. Before admitting this testimony, the trial court found the fact that she was then unable to attend court by reason of sickness. When admitted, this testimony was material and only admissible in rebuttal at that time, as before stated.
In their brief the contestants say : “The proponents having procured the attendance of this witness, and examined her as a witness, made thevr option and were bound by it.” This is the only reason which they give for sustaining this exception. The option which the proponents had the right to exercise, was to treat her as unable to attend by reason of sickness, although she was in fact in such health as to be able to attend. It would be a
This exception cannot be sustained for another reason. Where parties litigant enter into a stipulation of this kind, and disagreeing as to its effect, it becomes necessary for the trial court to construe it to determine the admissibility of evidence offered under it, no exception lies to the ruling of the Court construing such stipulation, if it is fairly susceptible of the construction put upon it by the Court. This stipulation was fairly susceptible of the construction which the court below must have given it, in order to admit this testimony.
To set aside a will on the ground of undue influence, it must be established that the influence was exerted upon the very act of making the will. The fact that the testator was under the general and even controling influence of another person in the conduct of his affairs, will not suffice to invalidate the will, unless that influence was intentionally and specifically exerted upon the testatmentary act. Small v. Small, 4 Greenl. 220; S. C. 16 Am. Dec. 253 and note; Trost v. Dingler, 118 Penn. St. 259 (4 Am. St. Rep. 593); 1 Redf. on Wills (3rd Ed.) 480, 487.
The degree of influence necessary to be exerted over the mind of a testator to render it undue influence, must be such as to induce him to act contrary to his wishes, and to make a will and disposition of his property other than he would have made if left entirely to his own discretion and judgment. Iiis free agency and independence must be overcome and he must by some domination or control exercised over his mind, be constrained to do what is against his will, and what he is unable to refuse and too weak to resist. A moderate and reasonable solicitation, entreaty and persuasion, though yielded to, if done intelligently, without constraint, and from a sense of duty will not vitiate a will, if in other respects valid. Appeal of Dale, 57 Conn. 127; (17 Atl. Rep. 757.) In Gilbert v. Gilbert, 22 Ala. 529 (58 Am. Dec. 258) what constitutes undue influence is well stated as follows: “Undue influence, legally speaking, must be such as in some measure, destroys the free agency of the testator; it
We think the charge fairly, clearly and correctly states the law applicable to this branch of the case.' The jury could not have understood, from any language used by the learned Judge, as is now urged by the contestants, that there must be direct proof of undue influence in respect to the will, and that influence and control in matters not connected with the will, the relation of the parties, the surroundings of the testatrix, and the will itself, were not to be considered as-evidence tending to show undue influence in respect to the will. They were distinctly told that undue influence might be established like other facts by circumstantial evidence, and that ordinarily it must depend more or less upon that kind of evidence. The relations of Mrs. Hayes and the other legatees of the will to the testatrix, their control over her as to her business and her household and personal matters, her condition of mind and body, the provisions of the will and all other circumstances which the contestants claimed tended to prove undue influence, were called to the attention of the jury, and they were left to decide the question
The Court was not bound to tell the jury just how much evidence would be sufficient to sustain a verdict upon the ground of undue influence as requested by the contestants’ 14th, 17th and 18th requests. “It was not the duty of the Court to isolate a part of the case from the other facts which affect it, and make this unreal case the subject on one separate branch of his charge.” When it submitted to the jury on .this subject all the facts bearing upon it, as it did, it performed its full duty. Thornton's Exrs. v. Thornton’s Heirs, supra.
This disposes of all the exceptions urged in this Court.
Judgment affirmed with costs. Judgment to be certified to the Probate Oourt.
Concurrence in Part
Dissenting views of
While I concur in the decision of most of the points covered by the opinion, I dissent with reference to a few points.
Point 12, relates to the exception taken to the testimony of Dr. George Eoote, and is stated in the exceptions as follows : “Dr. George Foote, a witness introduced by the proponents, was allowed to testify subject to the objection and exception of the contestants, that he knew of the fact that Mrs. Foster was con
Mr. Hayes. The line of this examination is this: We think it competent to show in explanation of the will that it was made in recognition of a very great service rendered by Mrs. Hayes in 1876, when she befriended Mrs. Foster and she enlisted the services of Dr. Foote at that time, and we offer it to show that the will ran along in the line of her intentions, and as showing the motive of the will, and we confine it to that issue.
The Court. It should be limited to showing the relations that existed between Mrs. Foster and the natural objects of her bounty.
Mr. Hall. We object to this witness testifying what Mrs. Hayes did and said to him in reference to this matter.
The Court. He proposes only to call out the knowledge of the witness in respect to the attitude of Mrs. Hayes towards Mrs. Foster so far as he knows it.
Q. Do you know of any act of Mrs. Hayes in 1876 which was directed towards the relief of Mrs. Foster? A. I do. Q. What was it ? A. She came to my asylum, Mrs. Hayes did, and requested me to assist in—
(Mr. Hall. We desire an exception.) and take Mrs. Foster into my institution and remove her from Brattleboro.”
In Conn. & Pass. R. R. R. Co. v. Baxter, 32 Vt. 815, this Court said in reference to the admission of this class of testimony : “We think that in all cases where testimony is offered that in the present aspect of the case is inadmissible, unaccompanied with any assertion on the part of the attorney offering it, that he intends, and expects to introduce other evidence, which, when in, will make such testimony admissible, the testimony, if objected to, should be rejected, and to admit it is error that is not cured by the Court’s directing the jury in their charge to lay it out of the case.”
Applying these two rules to the exceptions in this case on this subject, I think this Court is to pass upon this exception just as it is left by the exceptions, making no presumption in favor, or against, the excepting or prevailing party. When so applied, error is manifest. No presumption has to be made or negated to show error. The opinion places stress upon the clause, “in the then present aspect of' the case,” contained in the extract from the opinion in Conn. & Pass. R. R. R. Co. v. Baxter, supra. But by the rule taken from Westford v. Essex, the exceptions give this Court, “the then present aspect of the case” in which the objectionable testimony was received. They are a common communication drawn up for that purpose. I agree that error must affirmatively appear from the exceptions as drawn, but not as against every conceivable state of the case
I think a careful inspection of the cases cited in the opinion will show that not more than one of them, if one, support the opinion, when the laguage used, and relied upon for support, is read and understood in the light of the facts of the case. Some isolated expressions give some countenance to the holding in the opinion, but when applied to the facts in regard to which they were used, they do not, in my judgment. The' facts in reference to which the strongest expressions are used, in Tenney v. Harvey, 63 Vt. 520, do not appear. I did not sit in that case and have no knowledge of them. On the facts as left by the exceptions in this case, with no presumptions made for or against the excepting party, there was manifest error in admitting this testimony of Dr. Foote. I think the excepting party did all that he was required, when he made such error appear, by his draft of. the exceptions, and that the opinion on this point is a departure from what has heretofore been considered the certainty with which error must be made to appear.
I also think it was error to allow the question -put to this witness, as an expert, in rebuttal. It is well established that, in taking the opinion of an expert witness, the facts upon which his opinion is based, must go to the jury in connection with his opinion, that the jury my be able to judge of the weight which they ought to give "to his opinion, dependent, sometimes, upon whether they find the facts, upon which the opinion is given, established. In Fairchild v. Bascomb, 35 Vt. 116, a well considered case on this subject, after stating the manner in which questions should be put, it is said: “Then the jury can know all the facts and grounds on which the opinion is based,” and in Wetherbee v. Wetherbee, 38 Vt. 460, it is also said/ “In any case the jury ought to know upon what basis of facts the opinion is founded, for its pertinence depends upon whether they find the.
It is to construe the stipulation as made, and not to add to it by construction or otherwise. I find no provision in the stipulation, for the court to construe, on this subject. In my judgment'this allowance by the court was error.
Eor these reasons, I should reverse the judgment. I concur in the decision of the other points.