53 Me. 184 | Me. | 1865
It was determined in Gilman v. Gilman, 52 Maine, 165, after a full hearing of all parties and upon satisfactory proof, that the domicil of the late Nathaniel Gilman was at the time of his death in "Waterville in Kennebec county.
This Court has jurisdiction of the probate of the will of said Gilman, from the fact that his domicil, at the time of his death, was in this State. He deceased, too, in the place in which his domicil was established. The probate of the
The Judge of Probate for Kennebec county, upon the petition of the appellee, widow of said Nathaniel, Gilman, made her an allowance under the authority given him by P. S., 1857, c. 65, § 13, and the statute of 1861, c. 22, § 1.
The appellant, one of the heirs at law of said Gilman, and one of the executors of his will, appealed from the decree of the Judge of Probate, making the allowance, for the reason that the allowance granted was "excessive, unreasonable and not necessary, according to the degree and estate of her husband and the state of the family under her care.” Other reasons were filed, but, as they were not relied upon at the argument, they may be regarded as waived.
The appellant seasonably filed the reasons of his appeal, gave the bond required by law and entered his appeal, which was fully heard. Each party offered such proof and adduced such argument as was respectively deemed necessary and advisable. The case has been heard upon proof and argument, and now the question is presented whether, upon the appeal taken by the appellant, this Court can by its decree finally determine, as to the parties to this litigation, the allowance to be made the appellee, and increase or diminish that made by the Judge of Probate, if, in their judgment, " law and justice shall require” it.
The general principle applicable to appeals, when they are allowable, seem to be well settled. Either party may
When both parties appeal and only one enters his appeal, the cause is heard de novo upon new proofs and arguments. The amount of the judgment, thus vacated by the appeal, may be increased or diminished, or it may remain unaltered. If, as a measure of precaution, both parties enter an appeal, still there is but one cause and but one trial, in and by which the rights of all are finally heard and conclusively determined, subject to such exceptions as either party may allege.
By the statutes of 1821, c. 51, § 6, the Supreme Judicial Court is made the Supreme Court of Probate, and has appellate jurisdiction over all matters determinable by the Judges of Probate in their respective counties. By § 61 " any person aggrieved at any order, sentence, decree or denial of any Judge of Probate in any county, may appeal therefrom to the said Supreme Court of Probate, * * * and such appeal shall be taken notice of and proceeded upon at the next term of the Supreme Judicial Court,” &c., &c.
This was not regarded as giving sufficient power over the subject matter. Accordingly, to remove all doubt, a- new section was added to the chapter relating to the Court of Probate, in the revision of the statutes in 1841. By c. 105, § 33, "the Supreme Court of Probate may reverse or affirm, in whole or in part, the sentence or act appealed from, and may pass such decree thereon as the Judge of Probate ought to have passed; and may remit the case to the Probate Court for further proceedings, or may take any order therein, as law and justice shall requireThis provision is retained in the revision of 1857, c. 63, § 24, with hardly'a verbal alteration and without any change in its meaning.
The section just referred to is entirely inconsistent with the idea that the Supreme Court of Probate may not, upon appeal, correct any error which was adverse to the appel-lee in relation to the subject matter of the appeal, and, in
The appellant is heard on new proofs and arguments. The rights of the appellee in this respect are the same as those of the appellant. In this case, then, the question of the allowance to be granted the appellee is before the appellate tribunal at the instance of the appellant. The judgment of the Probate Court, by his act, has been vacated. A now judgment is to be rendered in this Court. Why not then, while confining the appellant to the reasons of his appeal, and limiting the decision on his side by these reasons, regard the case as open on the part of the appellee, and thus upon one hearing finally determine the rights of all parties ? Wiry require two hearings when one will suffice ? Why divide the question of an allowance and hear one party, on his appeal, as to whether it is too large and his adversary, on his appeal, as to whether it is too small ? Why not hold, upon an appeal by cither party, that as to the ap-pellee the judgment is vacated, and that the whole question on his part is before the Court, while on that of the appellant, it is limited by she reasons of appeal?
The very language of the statute confers the most ample authority on the appellate Court, it " may pass such decree thereon as the Judge of Probate ought to have passed, remit the case to the Probate Court for further proceedings, or take any order therein, that law and justice require.” This Court is to decree what the Judge of Probate ought to have decreed. But the decree of this Court may be upon an entirely different state of facts, from those presented for the consideration of the Probate Court. This Court is to decide upon the proofs and argument presented. It is to do what upon the same evidence the Court of Probate should have done. It is to " take any order therein that law and justice require.” But it cannot do this if there be restrictions prohibiting its action in one direction. But there
" By the practice of the civil law and of the Courts which follow that practice,” observes Mr. Chancellor Sanford, in Vanderheyden v. Reid, Hopk., 412, "a cause removed to a superior tribunal, by an appeal, is reheard at large, upon the facts as well as the law. It is treated as if it had been commenced in the Superior Court; the parties may introduce new proofs; .and any proceedings may take place, which law and justice may require for the investigation of the truth.” These principles apply to courts of probate equally as to other courts. Indeed, they apply universally, except where by statute some change in the law has been made.
The Legislature may impose restrictions upon the party appellant only, or on both parties. By R. S., c. 63, § 20, the party aggrieved is to file the reasons of his appeal. The judicial construction given to this section has limited the appellant to the reasons assigned by him for his appeal. But this limitation is by statute. But no such limitation is imposed upon the appellee. His rights are unaffected.- As to him, so far as relates to the subject matter of the appeal, the judgment of the Court appealed from is vacated and a new judgment must be rendered, and this judgment
These views are in entire accoi’dance with the weight of judicial authority upon the subject. In Boynton v. Dyer, 18 Pick., 1, Morton, J., in discussing probate appeals, says, " the case is to be tried anew here, and each party may adduce new evidence and rely upon new grounds to support the claim or defence. But in the mode of trial there is a manifest difference between an appeal from a common law court and from the Court of Probate. * * In the latter the appellants are restricted to such points as are specified in their reasons of appeal.” In Bean v. Burleigh, 4 N. H., 550, it was decided that in an appeal from a decree of the Judge of Probate, the appellant is restricted to such matters as are specified in the reasons of appeal.
"The Court of appellate jurisdiction,” as is remarked in Washburn v. Washburn, 10 Pick., 375, "is to revise the case upon the evidence produced, uninfluenced by the decision of the Court below.” In Massachusetts, an appeal from the Judge of Probate allowing an executor’s private account against the estate, under R. S., c. 66, § 19, without submitting the claim to arbitration, opens the whole account, and the appellate Court has authority, if neither party requests a jury, to decide on the claim and to decree that a balance is duo from the executor to the estate, although the executor claims a balance due from the estate to him. Willey v. Thompson, 9 Met.,, 329. " When, therefore,” remarks Shaw, C. J., in the case last cited, " an appeal is taken and entered in this Court, the whole case is brought before this Court
"But, can the appellee” inquires Eastman, J., in Twitchell v. Smith, 35 N. H., 49, "who has claimed no appeal, have the decree opened so far as he is concerned? In Wendell v. French, 19 N. H., 205, it was held that he could, and that on appeal taken he might show error in the decree, and have' it corrected. And, in that case, charges of the appel-lee, which had been disallowed by the Probate Court, were allowed by the superior Court, and the decree made to conform to such allowances. We are not inclined to disturb the rule there laid down. We do not discover that it can work hardship to any one, but, on the contrary, it may save expense to all parties. It may also act as a salutary check to hasty appeals. If the rule is understood to be that an appeal opens the case on the part of the appellant, to the extent to which he may assign causes of appeal, and also that the appellee may show error in the decree, the appellee will have notice of the claim of the appellant, while the appeal itself will be notice to the appellant that the appellee may contest the decree.” Upon an appeal from a decree of the Judge of Probate allowing a guardian’s account, the only matters open to inquiry by the appellant, are those specified in his reasons for appeal. But the appellee is not thus confined, but may, on such appeal, show error in any part of the decree and have it corrected. Patrick v. Cowles, 45 N. H., 553.
The conclusion to which we have arrived is that, upon a reasonable construction of the statute, under the provisions of which this appeal is before us, and in accordance with the weight of judicial authority, we have, upon this appeal, the right to affirm the decree of the Judge of Probate, or tó increase or diminish the allowance decreed by him, as we shall adjudge law and justice to require. .
The determination of this question becomes important, as the appellee claims an increased allowance under this ap
The Judge of Probate, upon the petition of the appellee, decreed her an allowance of seventy-fire thousand dollars from the personal estate of Nathaniel Gilman, deceased, from which an appeal was duly taken and entered by the appellant. With this decree the appellee also is dissatisfied. Proofs have been offered and arguments furnished on each side as to what sum would be a proper allowance to the appellee under the circumstances of the present case.
By the common law, as it stood, according to GlaNVilue, in the reign of Henry 2d, a man’s goods were to be divided into three equal parts, one of which went to his wife, one to his children, and one was at his own disposal. The share of the wife and children were called their reasonable parts, and the writ de rationabili parte bonorum was given for their recovery. By the statute of descents, R. S., 1857, c. 75, § 9, if the husband die intestate, "the widow takes one third, if no issue, one half, if no kindred, the whole” of the personal estate of her deceased husband. This share, therefore, in the absence of a will, is to be regarded as the proportion of the personal estate of the husband, to which, in the judgment of the Legislature, the wife is justly entitled. A similar liberality of legislation is to be found in most of the States.
When the estate is insolvent, or " no provision is made for the widow in the will of her husband, or she duly waives the same, the widow shall be entitled to so much of the personal estate, besides her ornaments and wearing apparel, as the Judge deems necessary, according to the degree and estate of her husband and the state of the family under her care.” R. S., 1857, c. 65, § 13. The allowance may be more or less than in case the husband had died intestate and
The amount of one third is not to be regarded as a statutory provision in cases like the present. But while not imperative as an enactment, it is eminently suggestive as indicating the general purpose and views of the Legislature on this subject. While this may not be deemed binding on the Court, but rather as guiding its action, it leaves to the Judge a discretion to be exercised under all the circumstances which may increase or diminish the allowance.
All the attendant and accompanying circumstances are to be considered, — the ages of the husband and wife, — the length of their cohabitation, — whether a first or second marriage, — the number of children of each and of both,— that is, by former marriages or by their joint union, — the wealth of the husband, —the estate of the wife in her own right, — any anti-nuptial agreements, — their performance or non-performance, — the treatment of each to the other, — the health, place of residence and necessary expenditures of the wife, — the family under her charge and whatever other circumstances may address themselves to a sound judicial discretion, and may enable the Court to approximate as nearly as possible to exact justice to all whose interests may be involved in its judgment. The elements upon which the decision must rest, some tending to increase, some tending to diminish the allowance, will vary, as between case and case, according to the changing condition of parties. No rule can be established in advance as to the relative weight of any particular fact, for it cannot be foreknown how far it may be modified by the other facts with which it is indissolubly connected.
In the case before .us, the husband was possessed of from
The appellee was married in 1836. The marriage was a second one on the part of her husband, who was twenty-six years older than his wife, and was the father of six children by a previous marriage. By the second marriage, there were four children living at the time of the husband’s decease, two of whom were minors. Most of the children of the first marriage had the aid of the large capital and the rare talent and sagacity of their father, — were at different times in partnership with him, — and had amassed estates rivaling or exceeding his own in magnitude. The children by the second marriage have lost the benefit of their father’s counsel, and of the assistance which his wealth might afford, and of the advice which his great business talent would have enabled him to render.
Before their intermarriage, the husband agreed in anticipation of their intended union to make a settlement of thirty thousand dollars upon his future wife. The marriage was consummated, — but the agreement was never performed. This is no slight indication of what the testator then deemed as reasonable and necessary, regard being had to his degree and estate. Since that time his estate has greatly increased. To this sum and its increase the wife was equitably entitled, for marriage is a good consideration, and an agreement to make an allowance is one which a court of equity will enforce. In 1841, the husband received and retained two thousand dollars to which the appellee was entitled from the estate of her father. These sums, thus withheld, and which the appellee should have received, have gone into the estate
The appellee was an accomplished lady, who, at the time of her marriage, was a member of the family of the first Chief Magistrate of this State, and had ever been conversant with good society. An allowance proportionate to the ample means' of her hiisband can properly be made, without infringing upon the rights of others. The degree and estate of her husband render this necessary and reasonable. A just respect to his memory requires it. Her health is poor. If the requirements of her health compel her to resort to a more genial climate, the large estate of her husband authorizes an allowance such as would afford her this indulgence. The ecclesiastical courts, in suits for divorce, when the health of the wife requires it, may allow such sum for alimony, while the suit is pending, as will enable the wife to proceed to a more genial climate to seek its restoration, and the courts of chancery in this country do the same. Lynde v. Lynde, 4 Sand. Ch., 373. On appeal, the decree of the Vice Chancellor was affirmed by the Chancellor. 2 Barb. Ch., 72. The expenses of living are greatly increased. The burden of taxation bears more heavily. The health of the wife may require her to visit.a warmer clime. The statute directs us to have reference to the degree and estate of the husband. Taking into consideration all the facts to which we have alluded, it seems to us that an allowance of eighty-five thousand dollar’s would be but reasonable and necessary according to the degree and estate of her husband, and the state of the family under her charge.
And it is accordingly ordered and decreed, that, instead of the sum allowed by the Judge of Probate, there shall be allowed to the said widow, Joanna B. Gilman, the sum of eighty-five thousand dollars out of the personal estate of said deceased, to be paid by the executors of his will; and she may select ány portion thereof from the said estate at thé appraisement thereof in the inventory, from any articles
And it is further ordered, that the said appellee recover against the appellant, George P. Gilman, her taxable costs upon this appeal.
It appears that, at a Court of Probate, held at Augusta, within and for the county of Kennebec, on the fourth Monday of May, 1864-, there was allowed to this appellee, widow of the late Nathaniel Gilman, out of the personal estate of her deceased husband, the sum of seventy-five thousand dollars. From that decree an appeal has been taken to this Court, by one of the heirs to the estate, because, as he alleges, — -"the allowance granted by said decree is excessive, unreasonable, and not necessary according to the degree and estate of her husband and the state of the family under her care.” Other reasons were assigned, which, as the case is now presented, become immaterial.
At the hearing, a question arose, whether this Court, if so disposed, upon the foregoing facts, could increase the widow’s allowance, she appearing as the appellee, and not as the aggrieved party ; which question is now presented and involves the construction of our statute upon that subject.
Section 19 of c. G3 provides that: — "The Supremo Judicial Court is the Supreme Court of Probate, and has appellate jurisdiction of all matters determinable by the several Judges of Probate ; and any person aggrieved by any order, sentence, decree, or denial of such Judges, may appeal therefrom to the Supreme Court.”
By section 20 : — " That, within ten days, after claiming his appeal, he shall file in the probate office his bond, and also the reasons of appeal, with the register of the Court appealed from, and serve all other parties, who appeared
By section 28: — "That, after an appeal is claimed, all other proceedings, in pursuance of the matter appealed from, shall cease, until the determination of the Supreme Court thereon.”
By section 24 : — " That said Court may reverse or affirm, in whole or in part, the sentence, or act appealed from, pass such decree thereon as the Judge of Probate ought to have passed, remit the case to the Probate Court for further proceedings, or take any order therein that law and justice require.”
I have thus referred to, and condensed the several sections giving this Court jurisdiction in cases of appeal from the Probate- Courts; from which it must be understood, that none but the aggrieved party has admittance here as the actor, while the party not aggrieved cau only appear to repel and defend against the grievances alleged.
Such grievances present and form the only issues to be tried by the Court, or, under their direction, by the jury. It is "the sentence or act of the Probate Court appealed from,” which this " Court may reverse or affirm, in whole or in part.” But such, reversal or affirmation would be ineffectual without a decree; therefore the statute provides that this Court, in such an event, "may pass such decree thereon as the Judge of Probate ought to have passed.” If reversed iu part, the decree would be for the balance; if in whole, that the appellee should receive no allowance. Such decrees by the appellate Court are only authorized by statute. The word " thereon” has reference to the sentence or act appealed from, as likewise our authority to " take any order therein, that law and justice require.” All those terms have reference to the allegations of the aggrieved party, which alone confer jurisdiction.
But it has been contended that, if we find the appellant not to have been aggrieved, we can still entertain a sort of fictitious jurisdiction, so as to inquire and ascertain, judicially,
So, too, in the case of Moody, Appellant, v. Hutchinson, 44 Maine, 67, it appears that the widow appealed from a decree of the Judge of Probate, allowing her out of the personal estate of her deceased husband the sum of ten hundred and twenty-four dollars and sixty-three cents, and the principal reason by her filed was the insufficiency of that sum. In their opinion, the Court remark, — "it is true that, on an appeal from the Probate Court, the whole pro
If'this Court had decided that the sum was sufficient, the widow would not have sustained her appeal; but no one ever contended that the appellee, without becoming an appellant, with appropriate reasons filed, could in the appellate Court reduce the allowance decreed- by the Probate Judge. That case and the one at bar are similar, only the parties are reversed.
In Massachusetts, whose statute is like our own, the Court have given it the. same construction. Boynton v. Dyer, 18 Pick., 1, where the Court say: — "But in the mode of .trial there is a manifest difference between an appeal from a common law court and from the Court of Probate. In the former, the whole case is to be tried over again, as if it had never been tried. In the latter, the appellants are restricted, to such points as are specified in their reasons of appeal. These are the only subjects, which the adverse party has been notified to be prepared to investigate. Every thing else, not having been objected to, is impliedly assented to, and presumed to be correct.”
So, in the present case, the sum allowed was not objected to by the appellee, but, on the contrary, from aught that appears,- with that she was satisfied, or, in other words, she was not the aggrieved party; and now, shall we add to the contentment of the one unsolicited, and to the grief .of the other amid his prayers and tears ? Such an act would be as unscriptural as it would be illegal.
In Willey v. Thompson, 9 Met., 329, the claim, filed in the Probate Court and allowed, was for the balance of account; and the Court held that, from the character of the charge, they could examine into and ascertain what the balance really was, and upon which side of the leger, when correctly posted and balanced, that balance would appear,
Again, in New Hampshire, tho same rule of law prevails. In Bean v. Burleigh, 4 N. H., 550, Richardson, C. J., remarks, — " It seems to us, from the very nature of the case, that the hearing must be confined to the grievances alleged.”
It cannot be pretended that the principle thus announced has ever been overruled by subsequent decisions. Errors have been corrected in debits and credits, but not otherwise. Tho idea recently advanced that the appellant is strictly confined to his reasons of appeal, that is, to tho issue by him presented, and that the appellee may open the whole case, otherwise than to rebut such reasons, has, in my apprehension, no foundation in the statute or in the rules of pleading. If one party is confined to the issue, so is the other, otherwise there is no issue, without which there can be no trial.
The opinion of the Chief Justice assumes what the record does not disclose. He apprehends from facts, aliunde, that both parties have been aggrieved, and as such came up here specifying their grievances, as in tho case of Hughes v. Decker, and Decker v. Hughes. Had such been the record, some of his conclusions might be justly inferable. That ho travelled out of the record, I infer from the question, which he put; viz. : — "Why not, then, while confining the appellant to the reasons of his appeal and limiting the decision on his side by those reasons, regard tho case as open on the part of the appellee, and thus upon one hearing finally de
What evidence has this Court that there are to be two hearings, on one day the aggrieved party, and on the next the party not aggrieved, the one strictly confined to his reasons and the other unlimited, with no reasons filed, no bond and no notice given to his adversary? Whereas, had each party appealed, their respective reasons would have formed only one issue and demanded but one hearing.
From the evidence before us touching the issue, we are all satisfied that the appellant has not been aggrieved; consequently the decree of the Judge of Probate should be affirmed ; and, inasmuch as we are authorized by statute to "take any order therein, that law and justice require,” and seeing that the enforcement of the decree has been delayed by the act of the appellant, law and justice require that the appellee should recover interest on the sum allowed from the time of its allowance until final judgment shall be rendered therein by this Court, with costs.