In re Mason's Will

| Vt. | Mar 23, 1909

Munson, J.

Evidence regarding the mental condition of the testatrix and her feelings towards her children four years before the execution of the will, was not too remote to be received in connection with like evidence relating to other times during the four years.

The contestant’s concession that the testatrix was sane at the time of the second interview testified to by Mr. Howe, did not render his account of that interview inadmissible. It is ordinarily within the discretion of the court to reject or receive evidence of a fact that is conceded. Dunning v. Maine Cen. R. Co., 91 Me. 87" court="Me." date_filed="1897-12-20" href="https://app.midpage.ai/document/dunning-v-maine-central-railroad-4936034?utm_source=webapp" opinion_id="4936034">91 Me. 87, 39 Atl. 352, 64 Am. St. Rep. 208; Com. v. Costello, 120 Mass. 358" court="Mass." date_filed="1876-05-19" href="https://app.midpage.ai/document/commonwealth-v-costello-6418546?utm_source=webapp" opinion_id="6418546">120 Mass. 358; Whitside v. Lowney, 171 Mass. 431" court="Mass." date_filed="1898-06-22" href="https://app.midpage.ai/document/whiteside-v-lowney-6426429?utm_source=webapp" opinion_id="6426429">171 Mass. 431, 50 N. E. 931. But the nature of the evidence offered and its relation to the conceded fact and to the main issue may be such that any action of the court thereon will be revisable. The value of evidence like that in question depends in part upon the combined effect of a series of occurrences and expressions extending over a considerable period and continuing to the time when the will was made, and a concession of sanity at any particular time may not give the proponent all the benefit that would have been derived from a narrative of what was then said and done. This concession covered only the fact of sanity at the particular time designated, evidence of which was admissible solely for its bearing on the mental condition existing when the will was executed. The proponent was entitled to show the full mental capacity of the testatrix at the time of the testamentary act, however much it might exceed the requirement of a disposing mind; and the concession made was not co-extensive with the evidence introduced, for that tended to establish both testamentary capacity and a mental vigor not likely to be overcome by undue influence. If any of. the evidence bore solely upon the question of undue influence, its reception in the opening was a matter of discretion.

The contestant’s position is not supported by Crocker v. Chase, 57 Vt. 413" court="Vt." date_filed="1885-02-15" href="https://app.midpage.ai/document/crocker-v-chases-estate-6582543?utm_source=webapp" opinion_id="6582543">57 Vt. 413. There the contestants introduced evidence of statements made by the testatrix three years after the execution of her will, to the effect that she was so weak at the time of its execution that she did not know what she was doing. In offering this evidence the contestants stated, and offered to show, that the testatrix was mentally competent when the statements were made, and the proponent said nothing to the contrary. So these statements were not offered as showing the mental condition of the testatrix at the time they were made, for the bearing that would have upon her mental condition at the date of the will, but were offered solely as direct evidence of the weakness of her mind when she executed the will. The distinction between the two cases is obvious. The evidence in the Crocker case was merely the testatrix’ declaration of a past condition, offered by the contestants in impeachment of a will formally executed and left uncancelled. The evidence here was a presentation of an actual manifestation of the testatrix7 mind, offered by the proponent as part of a continuous history of mental capacity covering the time when the will was made. The statement in the Crocker case was not held inadmissible merely because the testatrix was treated as sane at the time it was made, but because that fact broke the only evidentiary connection between the statement and the testamentary act.

It appeared that in this interview the testatrix spoke of John’s having stolen her bonds and asked Albert and Martha if they did not know it was so, and that they replied that they did know it and that there was no doubt about it. The reply was specially objected to. The proponent contends that it was admissible as bearing upon the testatrix’ relations to her children. The contestant argues that there is nothing upon the face of the will to indicate that the children were treated unequally, and that evidence touching the relations between the testatrix and her children was not admissible until made so by the contestant’s evidence regarding the sum at which the proponent was permitted to take the farm. The case was being tried upon pleas of incapacity, undue influence, and deceit as to the value of the farm. The entire account of this interview was offered and received as bearing upon the testatrix’ mental condition, as the basis of an opinion of the witness in that behalf, as bearing upon the question of undue influence, and as showing the testatrix’ feelings towards her children. It was within the discretion of the court to receive in the order of its occurrence all of the conversation that was admissible on any of these grounds, even if some portion of it anticipated the case of the contestant. It cannot be said that the evidence specially objected to had no bearing upon the issues. When the testatrix expressed her belief regarding the contestant’s conduct, and appealed to the children present for a confirmation of her belief, their statement in confirmation of it was itself admissible. Her confirmed belief regarding the bonds afforded a partial explanation of the inequality of benefits which the contestant relied upon as showing the unreasonableness of the will.

The will provided that the proponent should have the testatrix' farm and the personal property thereof for six thousand dollars, in accordance with a contract previously made. The proponent was permitted to testify that in accepting this contract she waived a claim against the testatrix for about two thousand dollars. It was objected that the proponent was not a competent witness to the contract because of the death of the other contracting party. The same question was raised in Manley v. Staples, 65 Vt. 370" court="Vt." date_filed="1892-07-01" href="https://app.midpage.ai/document/manleys-v-staples-6584032?utm_source=webapp" opinion_id="6584032">65 Vt. 370, 26 Atl. 630, with reference to a witness similarly placed, and it was there held that the matter in issue and on trial was the validity of the will, and that the contract was only incidentally and collaterally involved. .But the grounds of contest are not identical, and further consideration of the question is necessary. The plea in this case alleges that the contract of sale was induced by fraudulent representations regarding the value of the property, and that the corresponding testamentary provision was induced by fraudulently representing that the contract price was the fair value of the property and that its acquirement by the proponent at .that price would result in an equal distribution of the estate among the children. It is argued that the contract and will are so related that if the execution of the contract was procured by the fraud and undue influence of the proponent, and the f-raud was not discovered by the testatrix before the will was made, the effect upon the will would be the same as if the fraud and undue influence had entered directly into its execution. It will be noticed that this argument, although designed to give •essentiality to the contract, really points to the will as the matter in issue, and to the conditions existing at the time it was made as determinative of the issue. This could hardly be avoided, if the nature and purpose of the proceeding were to be recognized. The proponent is not seeking to enforce the contract, but to sustain the will. If she takes the property it will not be by virtue of the contract or of any instrument executed in pursuance of it, but as a benefit conferred by the will. It cannot be said that the contract was the real matter in dispute, as in the cases relied upon by the contestant. It was not essential to the maintenance of the proponent’s claim that the validity of the contract should be established. The inquiry was regarding conditions existing when the will was executed, and prior matters were important only as they bore upon those conditions. If the testatrix was m'entally competent, free from undue influence, and not acting under any deception, when the will was made, the existence of incapacity, undue influence and fraud, in connection with the making of the contract, was immaterial. The question whether these conditions existed at the time of the contract was but a part of the general inquiry bearing upon the validity of the will. The- matter of the contract was not the issue, but evidence upon the issue.

The points made regarding the charge are all based upon the failure of - the court to instruct the jury that in the circumstances disclosed by the evidence the burden upon the issue of undue influence was on the proponent. The rule for which the contestant contended has since been held inapplicable in cases where the beneficiary is the donor’s child. Pember v. Burton, 82 Vt. 12, 71 Atl. 812.

Decree affirmed and ordered certified to the probate court.