26 Wis. 104 | Wis. | 1870
On the appeal from the decision of the county court admitting the will of Timothy Jackman to probate, the circuit court ordered the following issues to he tried by a jury, namely:
First. Did Timothy Jackman, in his life time, execute the paper-writing propounded as his last will and testament, bearing date September 18th, 1866; and did the witnesses whose names are thereto subscribed, attest and subscribe the same in the presence of said Timothy Jackman; and were they competent at the time they subscribed their names thereto ?
Secondly. Was the said Timothy Jackman, when he executed the said paper-writing, dated September 18th, 1866, of sound mind?
Thirdly. Was said paper-writing so executed by the said Timothy Jackman with full knowledge of its provisions ?
Fourthly. Was said Timothy Jackman induced to execute said paper-writing by any influence which deprived him of his free will ?
Fifthly. Were the words and figures “ September 18th, 1866,” upon the top margin of the first page of said paper-writing, written thereupon after the same
Sixthly. After said paper-writing was executed by the said Timothy Jackman, did he, when of sound mind, of his own free will, execute another paper-writing purporting to be his last will and testament, and which was attested in his presence by two competent subscribing witnesses ?
Upon the trial of these issues, a vast mass of testimony was introduced, a great portion of which seems to me entirely irrelevant and improper. But, on account of the conclusion I have reached upon the main question in the case, I shall not stop to consider the objections taken to the admission of this irrelevant testimony. The uncontroverted evidence bearing upon the first three issues was so clear and conclusive, that the court directed the jury to answer those issues in the affirmative. And the fifth and sixth issues the court likewise directed the jury to find in the negative, the evidence being equally clear and satisfactory, that no other answer could be given to them. The fourth issue the court submitted to the jury, after a charge as to what constituted in law undue influence. And this issue the jury found in favor of the contestant of the will, and that the testator was induced to execute the will by some influence which deprived him of free will. The proponents of the will moved upon the minutes of the judge to set aside the verdict and grant a new trial upon the fourth issue; and also, for a new trial upon all the issues, upon exceptions taken on the trial, and for insufficient evidence to support the verdict ; which motions were overruled. The proponents then moved that the court allow and admit to probate the paper-writing propounded as the last will and testament of Timothy Jackman, notwithstanding the verdict of the jury; which motion was likewise denied.
Now the first question which presents itself in this
It seems to be quite well settled that courts of chancery formerly had no original jurisdiction over probate of wills, whether of real or personal estate. That jurisdiction was vested in the ecclesiastical courts, whose decree or sentence in respect to the validity or invalidity of the will was conclusive, so far as the personalty was concerned. But the probate was inoperative so far as the will related to real estate, the validity of the will in respect to it being solely cognizable by the courts of common law in the ordinary forms of suits. Gaines v. Chew, 2 How. (U. S.) 619-645; Tompkins v. Tompkins, 1 Story, 547; Colton v. Ross, 2 Paige, 396; Olney v. Angell, 5 R. I. 198; Clarke v. Clarke, 7 id. 45. In this country, however, the probate of wills, both of real and personal estate, is generally confided to courts of' special jurisdiction, under the various names of the court of probate, county court, register’s court, orphan’s court, the court of the ordinary, and the surrogate’s court (2 Kent, 410); and their modes of proceeding are very much regulated by
It is very obvious that the order of the county court appealed from might be some decision or allowance in the account of an administrator or guardian; or an order refusing or granting letters testamentary, or letters of administration or guardianship; or a decision of any one of the numerous questions arising in probate proceedings. And in all these cases the circuit court proceeds and determines the matter “ according to the rules of law,” that is, in accordance with established legal and equitable principles, and agreeably to what is just and proper under the circumstances. And so, upon an appeal from an order of the county court admitting to probate a will, the circuit court must proceed and determine the matter according to settled principles applicable to the case; and if the assistance of the jury is desirable to determine doubtful questions of fact, it may have the verdict of a jury to inform its judgment and conscience. But when the verdict is unsatisfactory, and clearly against the weight of evidence upon the issue submitted, it is the duty of the court to set it aside and grant a new trial, where perhaps a court of law might not disturb it. This is the
On the argument, the counsel for the proponents of the will cited, to the point we are considering, the case of Clapp v. Fullerton, 34 N. Y. 190. That was an appeal from a judgment of the supreme court, affirming a decision of the surrogate admitting to probate a last will. Pouter, J., in delivering the opinion of the court, says: “ On appeals from the decrees of surrogates, the supreme court succeeds to the jurisdiction and authority of the old court of chancery. The review is in the nature of a rehearing iri equity, and the admission. of improper evidence, on the original hearing, furnishes no ground for reversing the final judgment, if the facts established by legal and competent testimony are plainly sufficient to uphold it.” p. 195. The difference between the New York statute in respect to appeals from the decisions of the surrogate, and our own upon this subject, makes this decision less applicable than another case which has come under my observation. (See 3 vol. N. Y. Statutes, 5th ed. by Banks & Bro. p. 151.) The case of Withee v. Rowe, 45 Maine, 571, is more nearly in point, as the statute of that state is quite similar to ours. (R. S. Maine, 1857, p. 406, chap. 63, § 24.) In that case, Tenney, C. J., says: “ It is provided in R. S. of 1857, ch. 63, § 24, that in appeals from the judge of probate to this court, if, upon a hearing, any Question of fact occurs proper for a trial by a jury, an issue may be formed for that purpose under the direction of the court, and so tried. This course is analogous to that pursued in equity courts, where a feigned issue is prepared under the direction of the chancellor, or other person who exercises his authority.” See also Shailer v. Bumstead, 99 Mass. 112-131. In view of these authorities, and the provision
It is conceded that the will was executed in conformity to the statute — that Mr. Jackman was of a sound disposing mind and memory when he made it, and had full knowledge of all its provisions. The evidence upon these points is so clear, positive and overwhelming as to remove all doubt or controversy. The only ground, then, for impeaching the will, is that it was procured by undue influence. The burden of showing that undue influence, within the meaning of the law, was exercised over the testator when he executed the will, is upon the contestant. It cannot be presumed from conjecture or suspicion, without reasonable and satisfactory proof of facts which establish the contrivance and undue influence.
An experienced judge, as well as confessedly a learned and discriminating text writer upon wills, states the following propositions as the result of adjudged cases as. to what influence must be exerted over the testator to avoid the will:
1. That it must be such an influence as to destroy the freedom of the testator’s will, and thus render his act obviously more the offspring of the will of others than of his own.
2. It must be an influence specially directed towards
3. If any degree of free agency or capacity remained in the testator, so that, when left to himself, he was capable of making a valid will, then the influence which so controls him as to render his making a will of no effect, must be such as was intended to mislead him to the extent of making a will essentially contrary to his duty; and it must have proved successful, to some extent, certainly. 1 Redfield on Wills, 524.
These rules are cited with approbation by Davies, J., in delivering the opinion of the court of appeals in Gardiner v. Gardiner, 34 N. Y. 155-161.
“ The amount of undue influence which will be sufficient to invalidate a will, must, of course, vary with the strength or weakness of the mind of the testator. The influence which would subdue and control a mind naturally weak, or one which had become impaired by age, sickness, disease, intemperance, or any other cause, might have no effect to overcome or mislead a mind naturally strong and unimpaired; but in any' case the influence that will vitiate a will must be such as in some degree to destroy the free agency of the testator, and constrain him to do what is against his will, but what he is unable to refuse or too weak to resist.” 1 Jarman on Wills, 36. "But * * * the influence, to vitiate an act, must amount. to force and coercion, destroying free agency; it must not be the mere desire of gratifying the wishes of another, for that would be a very strong ground in support of a testamentary act; farther, there must be proof that the act was obtained by this coercion, by importunity which could not be resisted; that it was done merely for the sake of peace, so that the motive was tantamount to force and fear.” Id. p. 39. “A testator should enjoy full liberty and freedom in the making of his will, and possess the power to withstand all contradiction and control. That degree, therefore, of importunity or undue influence,
But it is probably unnecessary to cite further authorities as to the degree of influence which the law condemns as being “ undue ” and “ improper,” and which, when found to have been exerted, will invalidate a will. It is sufficient to observe that they generally agree in saying that the influence must be such as in some
Now, keeping in mind these definitions as to what amounts in law to undue influence, we will proceed to consider the question whether the evidence is sufficient to warrant the finding of the jury upon the fourth issue. It is claimed in argument, that Timothy Jackman was induced to make this will by the controlling influence of his wife, Marcia M. Jackman, and that really he was not a free agent when he made it, the will being her act rather than the act of himself. The counsel for the contestant relies upon a number of facts and circumstances disclosed in the proofs in support of this position, the more material of which will only be noticed.
In the first place, let us consider the argument founded upon the provisions of the will itself. It appears that the testator had been twice married; that by his first wife he had six children, four of whom arrived at maturity and survived him; and that he had three children by his second wife who survived him. After his second marriage, in New York, and some twenty-five years before his death, Timothy Jackman removed with his family to Janesville, where he after-
Nor can we infer that Mrs. Jackman exerted such an influence over her husband, either by her importunity, mental superiority, domestic tyranny, or force of character, as to deprive him of his freedom of will, and thus render his- testamentary act more the offspring of her will than his own, merely because he gave her the great bulk of his property. We must have some distinct and satisfactory proof that she exerted over him an influence which the law condemns as unlawful and improper, in order to avoid the will. It is consequently not enough to destroy the will to show that it was very advantageous to Mrs. Jackman, and greatly in her favor. Eor all this might have arisen from the fact that the testator entertained a high personal regard and affection for his wife, and attached a great value to her services and advice, because “ she had always been,” as he declared to several witnesses, “ a good wife, and had always done her part ” in the accumulation of his property and the care of his domestic affairs.
Indeed, there is really no proof anywhere in the case, that Mrs. Jackman ever obtained over her husband an influence which was unreasonable and excessive, and which he could not at all times effectually resist. It is true, the witnesses state that Mrs. Jack-man was a “ woman of very strong mind, strong purpose, pretty tenacious of her opinion, very resolute and determined;” yet it does not appear that she was
Another point relied on to show that Mrs. Jack-man exerted an unlawful influence over her husband, is the fact that for several years prior to the time of making the will, the testator had frequently discussed with his neighbors and friends the propriety of making a will, and had uniformly declared that he would never make one. It. certainly appears, by the most ample proof, that the testator said, in these discussions, that he should know no difference when “he got through with his property,” — “that the law might decide the matter,” — “ that the law would dispose of his property better than he could himself,” — “ that he was opposed to the policy of making wills,” —“ that his property might go to his heirs according to law,” — and other like expressions. This was before he was taken sick in June, 1866. After that, he changed his mind upon the subject, and made two wills. "What produced this change in his views in regard to the propriety of making a will, the evidence does not disclose, and it would be idle to speculate upon the subject. Perhaps it was the suggestions of his intimate friend Eogers, who advised him to make a will and to settle up all his matters and put them in shape so that they would explain themselves without difficulty. Perhaps it was a consider
In the spring or summer of 1866, the testator was taken sick with diabetes. At this time he was about sixty-five years of age. He had up to that time generally enjoyed fine health and great vigor of constitution. He always possessed a great flow of animal spirits, was cheerful and genial in his disposition, and was a man of strong purposes and decided force of character, not likely to be controlled or tyrannized over by any one. When he became sick of diabetes, his cheerfulness in a great measure left him; he thereafter had less vigor of intellect, was considerably enfeebled in body and mind by the disease, and for some weeks after the first attack he was pretty much confined to his house, and was unable to attend to business. His health, however, improved some during the latter part of the summer of 1866, and he was again able to be about town attending to and managing his estate, though he never became the active, strong business man he had once been. I conclude that his health must have been much more firm in
Now, it is claimed by the counsel for the contestant, that while Mr. Jackman was thus confined to his house by sickness, enfeebled in mind and body by disease, he ivas so subject to the constant control and influence of his wife, and the influence of other members of his family, relatives of hers, and wholly in her interest, as that his free agency was finally overcome, and he was induced to make the first will, by which he gave her nearly six-sevenths of his estate upon condition that she did not again marry, and that she paid John one hundred dollars annually during his natural life; and then he was induced by this same controlling influence, which he was unable to resist, to change that will and make the one propounded for probate, in which these conditions are omitted. But it seems to me to be a sufficient answer to this argument to say, that it is impossible to find in all the testimony any reasonable and satisfactory proof upon which to base the conclusion that Mrs. Jackman, or any person, at this time acquired such a dominion over Mr. Jackman as to destroy his free agency and his disposing power of mind.
Mr. Bates, the friend and legal adviser of Mr. Jack-man, states fully the circumstances under which both these wills were made. He drew them both, and received his directions for drawing the first will from Mr. Jackman himself, at his house. After the execution of that will by the testator at Bedes’ office, Mr. Jackman informed him that he wanted to change the will in one or two particulars. In that conversation,
Further, some declarations of the testator, made after the execution of the will, are relied on to show that it was procured by undue influence. These declarations are: that the testator said on one occasion to the witness Wooliscroft, that he “had made a will for the sake of. peace, but he intended to tear it up or destroy it.” Again, that he said to Patten, when Hiram was negotiating for the Matteson mill, that he would aid Hiram in making his payments when they became due; that he would have it put in his will, so that Hiram would have the means to make these payments, adding, “ My will never was as I wanted it.” No rule of evidence is better settled than this: that all such verbal admissions and declarations are to be received with great caution. They are entitled to no very great weight, on account of the extreme liability of the witness misunderstanding the declaration, or the party himself making the declaration not clear! y expressing his own meaning. 1 Greenl. Ev. § 200. But I have this further remark to make about these declarations: If Mr. Jackman made the will for the sake of peace, and intended to destroy it, why did he not carry out that intention ? The will was in the possession of his friend, Mr. Bates, and Mr. Jackman had but to step to Bates' office, procure his will, and destroy it, if he wished to do so. And if he was dissatisfied with his will, as his declaration to Patten would indicate, why did he not change it ? He was among his neighbors and friends. He was attending
Moreover, there were declarations of the testator adduced in support of the will. Brace testifies that
There are some other matters in this case which are relied on by the counsel for the contestant, to show that Mr. Jackman’s mind had become greatly impaired by his sickness, and that he made the will in consequence of constraint and unlawful influence exercised over him by his wife. I shall not, however, notice them, because they are really entitled to no consideration. Nor is it necessary to further allude to the evidence adduced in support of the validity of the will.
This opinion already far exceeds the limits intended. And I therefore close it by saying, that the conclusion which a majority of the court has reached upon the whole case is, that the finding of the jury upon the fourth issue is so clearly unsupported by the evidence, that it ought not to stand.
We almost feel like quoting, as an appropriate final remark upon the case, the close of the opinion in Farr v. Thompson, supra, “ that to allow this verdict to stand would be to let the jury run wild under the influence
It follows from these views, that the judgment of the circuit court in the case must be reversed, and the cause remanded for a new trial of the issues.
The majority of the court has decided that the judgment of the circuit court, declaring the invalidity of the will, must be reversed for the reason that the court below erred in not granting the motion for a new trial upon the ground that the verdict was against evidence. I cannot concur in this result. Whether it could be sustained in any event, must depend materially upon the effect that should be given to the verdict of a jury on the trial of questions of fact-in actions of this character, at the circuit, on appeal from the probate courts. If such verdicts are entitled to the same effect as verdicts in actions at law, then it is the settled rule in this court that where the court below has refused to grant a motion for a new trial made upon the ground that the verdict was against evidence, this court will not- interfere if there is any evidence that, by any legitimate construction which the jury might place upon it, sustains the verdict. But, on the other hand, if these verdicts are entitled only to the same effect as verdicts upon a feigned issue in chancery, then it is conceded that not only the court below, hut this court on appeal, has a much larger- discretion and power in respect to setting them aside and deciding upon the questions of fact without regard to them, than either would have in actions at law. We have even held that this power of determining the fact
The statute merely provides that on appeals from the probate to the circuit courts, questions of fact may be tried by a jury. It makes no provision as to the effect of the verdict. It would seem, therefore, that its effect should depend on the character of the action or proceeding itself. If the subject-matter was one within the settled jurisdiction of courts of equity, it would not only be in accordance with the principle of the case just referred to, but also with what might reasonably be assumed to have been the intention of the legislature, to say that the verdict should, have the same effect as verdicts upon questions of fact usually have in equitable actions. But if the subject-matter, instead of being one of equitable cognizance, was one that had always been determined by a trial at law, then it would be equally reasonable to suppose that the intention of the statute was that the verdict should have the same effect that verdicts have in legal actions.
If this is a fair test, the verdict here would fall within the class of verdicts in actions at law. The subject-matter of the proceeding was the probate of a will. Although questions respecting the validity of wills often come incidentally before courts of equity, in the exercise of their general jurisdiction over trusts, frauds and fiduciary relations, yet that the mere probate of wills has never been any part of their jurisdiction, either in England or this country, the following cases show: Townsend v. Townsend, 4 Coldwell (Tenn), 70; Olney v. Angell, 5 R. I. 198; Clarke v. Clarke, 7 id. 45; Hamberlin v. Terry, 7 How. (Miss.) 143; Tompkins v. Tompkins, 1 Story, 547; Colton v. Ross, 2 Paige, 396; Van Alst v. Hunter, 5 Johns. Ch. 148. In Van Alst v. Hunter, Chancellor Kent said: “ The heir has no right
As this has been so long settled, when a question of fact on which the validity of a will depends has been tried by a jury under our statute, I think their verdict should have the same effect as verdicts in actions at law. Not being able to deprive it of that effect upon the ground that the subject was of equitable jurisdiction, and therefore within the principle of Callanan v. Judd, I know of no other ground upon which the court can give it any other or less effect than it gives to verdicts in other actions of purely legal cognizance. So far as I have found any authorities directty bearing upon the question, they support this conclusion. In Tillman v. Hatcher, Rice (S. C.), 271, where a jury found against the validity of a will upon the ground, among others, of undue influence, although the judge before whom the trial was had did not think the evidence of undue influence sufficient to defeat the will, yet a new trial was refused. The court said: “ But both of these questions were submitted to'the proper tribunal for the decision of facts, with full instructions upon the legal meaning of a sound mind, memory and discretion in testators; and the jury have, by their verdict, annulled the will. It was within their peculiar province and jurisdiction so to do.” And again, at the close of the opinion: “ Upon the whole, the court is constrained to follow the common rule, that where the case consists of facts which have been fairly submitted to a jury,
In Thompson v. Farr, 1 Spear, 93, the same rule was re-asserted. On page 101, the court says: “ But when the law has been properly expounded, verdicts upon facts in cases of wills are to be regarded as like verdicts in other cases, and must be left undisturbed where there is conflicting testimony, although it may appear to this court, unacquainted with the witnesses, and having only a summary statement in writing of the evidence, instead of the full hearing of the ore terns examinations, that a different conclusion should have been attained.”
In Kelly v. Miller, 39 Miss. 17, which also involved a question of undue influence, the court said: “ These are questions of fact submitted to the investigation of the jury in the court below, in contemplation of law, upon a full and fair examination of all the witnesses on both sides. Upon principles well settled in this court, their verdict will not be disturbed here, unless it is manifest, from the whole record, that it was clearly wrong, or unless misdirection of the court or other error apparent on the face of the record may have tended to produce such verdict.” And again they say: “ The most that can be said on the part of the appellants in relation to the testimony is, that it is conflicting, and in such cases it is the peculiar province of the jury to weigh the evidence, and give credit to those facts and circumstances which, in their judgment, are entitled to the greatest consideration. The law has wisely imposed this delicate and responsible duty on jurors, and it is not for courts (in such cases) to rejudge their judgment.”
It seems that in New York, under the special provisions of their statutes, their court having succeeded to the appellate power of the old court of chancery, the trial of an appeal from the surrogate is in the nature of a rehearing in equity. See Clapp v. Fullerton, 34 N.
I have thus considered this, preliminary question at some length, for I regard it as a very important one, not so much on account of its result in this particular case, as of its bearing upon actions of this character in general. The value of the jury trial, and its peculiar adaptation to the determination of questions of fact, are proverbial in the law. So also are the superior opportunities of the jury and court below, who see and in most cases know the witnesses, to arrive at correct results upon matters of fact, over those of an appellate court that neither sees nor knows them, but judges only from a printed report of their testimony. This was very clearly pointed out in the opinion of the Chief Justice in Snyder v. Wright, 13 Wis. 689.
It may be observed, also, that the tendency of the later cases is to give greater force and efficacy to verdicts upon feigned issues in chancery, than was formerly done. See Clarke v. Congregational Society, 45 N. H. 331, where it was held that in such a case the court would ordinarily be governed by the same rule as on a motion for a new trial in an action at law.
Upon these grounds it seems to me that for this court to give any less effect to this verdict than it would give to a verdict in any other legal action, is to so far im
Having arrived at this conclusion, the only remaining question necessary for me to consider is, whether there was any evidence which, by any construction which the jury were at liberty to place upon it, would sustain the verdict. I do not understand the majority of the court to hold that there was not, and certainly it would seem impossible to maintain such a proposition.
Before proceeding, however, to any consideration of the evidence, it will be proper to refer to some incidental questions, the dispositions of which will materially direct and aid the principal inquiry.
The judge below very properly took from the jury the issue as to the disposing capacity of the testator. That notwithstanding his health was somewhat broken by his disease, and perhaps by approaching age, he still had such capacity, was clear from all the evidence, and a verdict to the contrary ought not to have been sustained. The only question submitted, and therefore the only one with reference to which the testimony is to be considered, was that of undue influence.
Upon this question, from its very nature, the evidence necessarily takes a wide range. Everything that tends to reveal the real character of the individual, his feelings, his thoughts, his passions, his prejudices, loves and hates, his convictions, his strength and his weaknesses, may aid in its solution. The testimony, therefore, often gives a very full history of the party and his family, and those who surround him. Such was the case here. But the only important question as to the admissibility of evidence arises in respect to the declarations of the testator, at different periods of his life, as to his general feelings and views
It may well be that if the party, in connection with such declarations as to his own feelings, should also state particular facts respecting the actions of others, no matter how material if true, still as to such facts his statements would be mere hearsay, and inadmissible. But the subsequent declarations proved in this case were such only as related directly to the feelings and mental condition of the testator himself, and as such were proper evidence. This conclusion is fully
So also it is necessary to define what is undue influence in order to know what we are to look for in the evidence. There are many strong expressions in the books to the effect that undue influence is such as destroys the party’s free agency. And it seemed to be assumed by some of the counsel for the appellants, that inasmuch as the testator himself gave the directions to his attorney for preparation of the will, and went alone to his office and executed it, apparently in a voluntary manner and without any immediate external compulsion,, therefore there could have been no undue influence in a legal sense. I do not so understand the rule. The law upon this subject does not take cognizance merely of those grosser influences which result from immediate external force and violence used or threatened. It recognizes, also, those subtler influences which, without any external force or violence whatever, can, by means well adapted to the end, sometimes so control and overmaster the human will as to dictate to it acts entirely repugnant to the party’s real feelings and wishes. And it is obvious that influences of this character, sufficiently potent to control the party in respect to the substantial provisions of his will, might also be sufficient to compel him to go through the mechanical process of giving directions for it, and executing it in an apparently free and voluntary manner. So that, while these circumstances may be very material to be considered, yet they are never of controlling force against the existence of undue influence. The cases of Voorhees v. Voorhees, above cited, and Tyler v. Gardiner, 35 N. Y. 559, 595, 596, are direct authorities upon this point.
So, too, it was urged that there was no proof of any interference whatever by Mrs. Jackman to procure the execution of the will, Without considering, now,
Having thus stated my views upon these preliminary points, I will refer, as briefly as may be, to some of the general features of the evidence which I think justify this verdict.
In the first place, it is well established that the testator, all through his life, down almost to the very time of executing this will, had a firm, settled feeling and conviction against making any will at all. This did not arise from any mere repugnance to the contemplation of his own death,’and' the propriety of making a disposition of his property in view of that event, but it arose, as the testimony abundantly shows, from a clear conviction that the law would make a just and proper disposition of his estate, and one with which he should be entirely satisfied. It was also shown, I think, beyond any question, that he was a man of strong natural affections, and that they were shared equally by all his children to the last. The fact that some of them were dissipated, and that he had some trouble on that account, gave occasion, from time to time, for him to remark upon the effect
The great weight which such a radical change of testamentary purpose has in raising a presumption of undue influence, if not accounted for upon some other reasonable grounds, is fully illustrated by the case of Tyler v. Gardiner, supra, and the cases there referred to. If we look to this testimony to find any other mode of accounting reasonably for this change of intention in Mr. Jackman, we shall look in vain. The full force of the presumption arising from the great change of purpose, and “ the improbability of the disposition ” made by the will, to use the language of Sir John Nicholl in Marsh v. Tyrrell, cited in Tyler v. Gardiner, remains unimpaired. So that it would seem to be almost, if not quite, one of those cases in which, as the New York court of appeals said, “ undue influence will be inferred from the nature of the transaction alone.” But, in addition to the unabated force of this presumption, we have the express declaration of Mr. Jackman himself, that this will was never what he wanted it.
I pass over the testimony of Mrs. Barnes, who swears that at about the time when this will was made, she saw Mr. Jackman at his house; that he was weeping; and that, in answer to her inquiry what the matter was, he said that “ his wife had gone away, and he supposed they were making his will; that he loved his children all alike, and wanted them to fare alike, but that the old- lady did not wish they should do so.” I pass over the testimony of Wooliscroft, that Mr. Jackman said that although he had made a will, “ he intended to destroy it; and that he had made it for the sake of peace.”
But, leaving their evidence out of view, which the jury certainly were not bound, nor is this court perhaps at liberty to do, the same result follows from the testimony of Mr. Batten. True, he was an attorney in the case, and he naturally appeared with reluctance as a witness, in obedience to the decision of the other counsel that he ought to do so. But- notwithstanding
This was a most extraordinary statement, explainable upon no other hypothesis except that of the existence of undue influence.
It is said, and truly, that the law permits the full force and effect of all those influences growing out of the affection and gratitude existing in the conjugal or any other close relationship, though used with the arts of persuasion, and even, perhaps, with a not indecent importunity. If there were nothing to warrant an inference of anything beyond this, the will should stand. But no will executed only in consequence of such influences could ever have wrung from the strong man, breaking under the weight of age and disease, an exclamation of this character. The occasion of its utterance was one that naturally called it forth. He saw his son liable to fail in a financial enterprise on account of doubts as to his ability to meet payments, not exceeding in amount the sum which he might naturally and justly have expected from his father’s large fortune. It touched his paternal feelings to the quick. It presented to his mind with great power the fact that he had substantially disinherited the children of his dead wife, under an undue influence from the living; and, in answer to the self-accusation prompted by his paternal affection, and perhaps by the memories of the lost mother of
This is in itself an apt phrase descriptive of the result of undue influence, for it is the precise effect of that influence to procure the formal, mechanical execution of an instrument which nevertheless was all the while contrary to the real wish and feelings of the party.
In addition to these statements of the testator himself, which, in addition to the strong presumption of undue influence arising from the nature of the transaction alone, are entirely satisfactory, I think we have also the admissions of Mrs. Jackman, implying with almost equal clearness the same result. The full force of her admissions will be more readily perceived if considered in connection with the facts in regard to the changes in the will. Mr. Jackman first made a will similar in all respects to the last, with the exceptions that in the first there was a proviso that in case the wife should intermarry, she should' have only one-third of the property devised to her, and the remainder to be divided equally among his heirs; also a provision that the wife should pay annually to his son Jonathan one hundred dollars. Within a few weeks afterwards he directed changes in these particulars, so as to give the property to the wife absolutely, and relieve her from any obligation to pay the annuity of one hundred dollars to Jonathan. The nature of these changes is remarkably suggestive in itself. Considering the strong convictions that Mr. Jackman was shown to have entertained against making any will at all, and in favor of the just division of his estate which the law would make, and considering the fact that he had already caused the homestead to be conveyed to his wife, of the value of from $15,000 to $20,000, if, from any motives originating in his own breast, he had so far departed
Now, in connection with these facts, consider the statement of Mrs. Jackman to Mrs. Lappin. The testimony of the latter I think peculiarly important. It is characterized throughout by great discrimination and candor, and by a total absence of any inclination to color the truth in any degree against her stepmother.
In a conversation between them at about the time the will was opened, and Mrs. Lappin thinks a little before, Mrs. Jackman gave some explanation of these changes, and of other provisions in the will. She said she “ objected ” to the $100 annuity to John, and that it “ would make her boys trouble to pay him $100 a year.” When asked by Mrs. Lappin why she must wait four years for the $1,000 bequeathed to her, she replied that she “ would need all the income for the next three or four years, and after that she would not need it all.” During this or some other conversation at about that time, she said, in respect to Hiram “ that pa left him just enough so that he could not break the will; that he would try to break it, but she did not think he could.” And as if to leave no room for doubt as to the inference fairly to be drawn from such statements, that she in effect dictated the provisions of the will, she said to Mrs. Lappin, apparently in justification of a result which she seemed to feel needed justification, that she wanted to be independent of her children; that she guessed Mrs. Lappin “ toould have done the same, if in her place;” and that if Mrs. Lappin’s husband were going away, she, too,
There are also a number of circumstances disclosed by the evidence, of minor importance, but tending more or less to support the same general conclusion. Among these is the fact that Mrs. Jackman, during the sickness of her husband, made some effort to cause him to think that Hiram and Mrs. Lappin did not show him sufficient attention; that she expressed suspicions that Hiram and his wife, when they came to visit him, came with no good intentions, but to gain his good will and to get his property. The fact of the existence of such a suspicion in her mind suggests forcibly the existence of a similar intention on her part, and that she was therefore watchful of everything endangering its success. There are also some indications of a studied design to keep him as much as possible from those influences that might induce him to change his will, and leading to a suspicion, at least, that though in health he may have previously intended to visit the east, yet in his sickness he was opposed to going, and preferred to die at home; but that, notwithstanding this, he was taken to the east, in part to cut off any opportunities for changing the will. In making this journey, from which he thought it probable he should never return, he had requested his son Hiram to go with him to Chicago; but that request was countermanded, evidently in obedience to the wishes of Mrs. Jackman.
What occurred when he gave John a new suit of clothes, and his subsequent request that when he did anything for John it should not be mentioned at the house, and his request to John to come and see him on Sundays, when his wife was gone to church, are significant circumstances, suggestive of a settled dread
But these, and other similar things that might be referred to, are of comparatively minor importance. The great leading grounds upon which the conclusion of undue influence is to be supported, are these:
First, the revolution in the settled testamentary and disposing purpose of the testator, for which no other cause or explanation is given.
Second, the improbability of the disposition made by the will, which is not relieved from its glaring inequality, as among the children, by the fact that the amounts directly devised to them are not greatly unequal; since, by giving the bulk of the property to the wife, the children of the first marriage are thrown entirely out of the line of inheritance.
Third, the express declarations of the testator that the will never was what he wanted it.
And lastly, the clearly implied confessions of Mrs. Jackman, that she herself controlled and dictated its provisions.
It is in vain to call for more direct proof of the exact manner of bringing about this result. Such proof is not to be expected. While the privacy and intimacy of the conjugal relation afford ample scope for the unseen exercise of all those gentler and sweeter influences of gratitude and affection to which the law allows full sway, it is also true that those other influences, made up of mingled importunity and complaint, so difficult either to endure or resist, are covered by the same sacred veil. It is in vain to say that there is no proof here of any violence or abusive conduct by Mrs. Jackman towards either him or the children of his first wife. It is not the influence of such women that is most effectual. Such conduct soon provokes a violent resistance, and results in callousness and indifference on the part of those to whom it is manifested. But it is the woman who, while
The doctrine that the free right of every man to make such testamentary disposition of his property as he chooses, should not be interfered with by courts or juries, is fully conceded. But the rule holding void a will obtained by undue influence, is entirely in harmony with that doctrine, and rests upon the most solid basis of reason and authority. It says that this free right should neither be interfered with by courts and juries, nor by anybody else. And I think the court that should, upon this evidence, hold this never to have been the will of Timothy Jackman, upon the ground that it never was what he wanted it, need be troubled by no doubts about having interfered with his free right of testamentary disposition, but might feel a reasonable degree of confidence that it had been instrumental in preventing such interference, and in carrying out the real wishes of his heart in respect to the disposition of his estate.
While, therefore, I should not think that this court had any right to set aside this verdict, merely because we might differ from the jury as to the weight of evidence, I do not deem it necessary to rely upon that
By the Court. — Judgment reversed, and cause remanded for a new trial.