191 Mo. 307 | Mo. | 1905
This is a proceeding commenced in the circuit court of the city of St. Louis, on the 5th of April, 1901, to establish, as the last will and testa
“I Emilie Lack, of the city of St. Louis and State of Missouri, being of sound and disposing mind and memory, do make this my last will, hereby revoking all former wills and codicils:
“1. I give and bequeath three hundred dollars to Finis Lack, son of my former husband.
“2. In consequence of attempts of my nephew, Cus A. Y. Brecht, to defraud me out of my property and leave me, in my old age, dependent on him or others if he had succeeded, and because of the behavior of his brothers, my nephews, Frank Brecht and Charley Brecht, towards me, since the death of my husband, it is my will that neither the said Gus A. Y. Brecht, Frank Brecht, nor Charley Brecht shall receive any thing from my estate; and as almost my only object and intention in making this will, is to prevent the said Gus A. V. Brecht, Frank Brecht and Charley Brecht from inheriting or obtaining in any manner, any of my property, it is my will and desire that all my property, of every nature and kind, remaining after payment of said three hundred, shall be distributed as provided by law of this State concerning descents and distributions of the estates of intestates, save and except that the said Gus A. Y. Brecht, Frank Brecht and Charley Brecht shall not, collectively or individually, receive any of my property whatever, directly or indirectly, and shall not in any way, direct or participate in its administration or distribution.
“3. I appoint John A. King of said city of St. Louis aforesaid, executor of this, my last will, and request that he shall not be required to give any bond as such executor.
“In Witness Whereof, I, the said Emilie Lack, have hereunto set my hand, at said city of St. Louis and
“Emilie Lack.
“Signed and published and declared by the said Emilie Lack to be her last will and testament, in the presence of us, the undersigned, who, at her request and in her presence and in the presence of each other, have hereunto signed our names as witnesses thereto and unto said will.
“Geo. A. Slattery,
“Maurice A. Smith.”
This instrument was presented to the probate court for probate, and was by said court rejected, and the following instrument in writing admitted by said court to probate as the last will and testament of the said Emilie Lack:
“I, Emilie Lack, nee Brecht of St. Louis, Mo., wife of Eev. Fredk. Lack being in good health, and of sound and disposing mind and memory, but mindful of death, feel it my duty to make and publish this my last will and testament, hereby revoking all other wills and codicils by me at any time made.
“First. I have loaned to my brother, Gus Y. Brecht, $2,000, to be used by him during his natural life without interest; on his death it is my will that said two thousand dollars be equally divided between his three sons, Gustav, Frank and Karl (called Charles). The above loan is represented by a certain note of my said brother, dated May 11, 1887, for two thousand dollars, in which these conditions are recited.
“In order that this bequest may be carried out, I hereby give and bequeath to the said Gustav, Frank and Karl Brecht (three sons of Gus V. Brecht), share and share alike, the above-mentioned note of their father for two thousand dollars.
“Second. I give and bequealh to my half sister, Ida King, nee Brecht, wife of John King, of St. Louis,
“Third. To the ‘Board of Missions of the Cumberland Presbyterian Church,’ a benevolent corporation of St. Louis, Missouri, I give and bequeath the sum of five hundred dollars to be passed to the credit of and become a part of the ‘Church Erection Fund’ of said board.
“Fourth. I give, devise and bequeath to my beloved husband, Fredk. Lack, with whom I have lived in perfect love and union for many years, all the rest and residue of my estate, real and personal and mixed, wheresoever situated, to be held and enjoyed by him during his natural life, subject, however, to the following conditions: (1) He shall pay to my sister, Bertha Alexander, nee Brecht, of St. Louis, Missouri, forty dollars per month during her jiatural life out of the income of said estate, and (2) to my half-brother Oscar Brecht of St. Louis, Missouri, the sum of twenty dollars per month during his natural life out of said income.
‘ ‘Fifth. If my said husband should die during the lifetime of said Bertha Alexander or Oscar Brecht, then so much of the property hereby devised and bequeathed to my said husband as remains in his hands undisposed of at the time of his death, shall vest in and become the property of Wm. H. Black, pastor of the Lucas Ave. Cumberland Presbyterian Church of St. Louis, Mo., who shall hold the same in trust for the following uses: v
“1. He shall pay to Bertha Alexander, if living, the sum of forty dollars per month, and to Oscar Brecht, if living, the sum of twenty dollars per month during their respective lives out of the income of my estate in his hands.
“2. The rest of said income he shall pay to Mag
“3. After the death of both Bertha Alexander and Oscar Brecht, said trustee shall convey in fee simple and deliver one-half of all my estate remaining in his hands to said Maggie A. Gilson or her children, and the other half to said Finis E:. Láck or his children.
“Sixth. Should my said husband survive both Bertha Alexander and Oscar Brecht, then so much of my estate as remains in his hands undisposed of at the time of his death shall vest in and become the absolute property of Maggie A. Gilson and Finis B. Lack and their children as above expressed.
“Seventh. Should I survive my husband, Bertha Alexander and Oscar Brecht, then it is my will that all my property except the legacies mentioned in the First, Second and Third clauses of this will shall, upon my death, descend to and become the absolute property of the said Maggie A. Gilson and Finis E. Lack or their children in equal parts. The above is because of the love and affection I bear my dear husband and because of the never failing kindness and consideration he has shown me during our happy married life that I have chosen his children and their children as the object of my bounty.
“Eighth. I hereby nominate and appoint Fredk. Lack, my husband, the executor of my last will and testament and request that he be allowed to act, without bond.
“In Testimony Whereof, I have signed and sealed this instrument and in the presence of witnesses published and declared it to be my last will and testament. Done at St. Louis, Missouri, on May 31st, 1887. The word ‘theirs’ is changed to ‘children’ in the 5th, 7th, 15th, 17th and 28th lines of the sixth page.
“Emilie Lack. (Seal).
“Isaac H. Orr.
“Harvey L. Christie.
“I, Emilie Lack, make this as a codicil to the foregoing will, which I have just executed, and direct that in case the said Maggie A. Gilson or Finis Lack, or either of them shall die without leaving children before they receive the benefits of this will, then it is my will that their portion thus left undisposed of shall go to Gustav, Frank and Carl Brecht, my three nephews, in equal parts.
“Witness my hand and seal on May 31st, 1887.
"Emilie Lack (Seal).
“The above and foregoing instrument was signed and sealed, published and declared by the above-named Emilie Lack as and for her last will and testament in our presence, who in the presence of each other, have hereunto signed our names as witnesses to her act, believing her to be of sound and disposing mind and memory.
“Isaac H. Orr.
“Harvey L. Christie.”
After the execution of the will of May 31, 1887, and before the institution of this suit, the said Frederick Lack, Bertha Alexander and Oscar Brecht, devisees therein, and the said John A. King, executor thereof, died; and before the trial in the circuit court the said Ida A. King, originally one of the plaintiffs herein, died, and the suit was revived in the name of her executor, John C. King.
The plaintiffs herein, proponents of the will of September 13, 1893, are John C. King, executor of the
On the 26th day of July, 1899, the said Emilie Lack, then being a widow without living parents, died, leaving no brothers or sisters or descendants of brothers or sisters, of either the whole or half blood, surviving her, except the said Ida A. King, who was her sister of the half blood, and plaintiff, Mary Brecht, and defendant Charles Brecht, a minor, who are the surviving children of Oscar Brecht, deceased, a brother of the said Emilie Lack of the half blood, and defendants Gus A. V. Brecht, Prank Brecht, otherwise known as Charley or Karl Brecht, who were the only children of Gustav Brecht, deceased, brother of the whole blood of said Emilie Lack.
On the second day of April, 1892, in a proper proceeding under the statute in the probate court of the city of St. Louis, the said Emilie Lack was found and adjudged to be “ a person of unsound mind and incapable of managing her affairs,” and, thereafter, to-wit, on the 30th of April, 1892, Charles Scudder, public administrator of said city, was by said court duly appointed guardian of the person and estate of the said Emilie Lack, took charge of her person and estate, and thereafter continued in such charge and control until the time of her death. These facts were set up in the answer of the defendants Gilson and Lack, in connection with the charges that the said Emilie Lack was not of sound mind at the time of the execution of the instru
The defendant moved the court to strike out the averments as to this inquisition and guardianship', and their motions having been overruled, this is assigned as error. Errors are also assigned upon the admission of evidence. At the close of all the evidence, the case was submitted to the jury upon the following instructions:
"1. The plaintiffs allege that the paper dated September 13, 1893, purporting to be the last will of Emilie Lack, is her last will; the defendants deny this. The court upon this issue, directs the jury that if they find from the evidence that the deceased, Emilie Lack, at the time of executing said paper writing in evidence before them, was of sound mind, and that said will was not produced by undue influence, as defined in these instructions, they will find for the will, but if they find from the evidence that at the time of the execution of the will the said Emilie Lack had no mind and memory sufficient to understand and comprehend the nature and character of the business in which she was engaged and the objects of the provisions contained in the will, the nature and kind of her property and the persons who were intended to be provided for by her will then the jury will find against the will.
“2. The court instructs the jury that it appears from the finding of a jury and the judgment of the probate court of the city of St. Louis that on the 2nd day of April, 1892, which was prior to the execution of the alleged will here in controversy, the said Emilie Lack was a person of unsound mind, and therefore incapable of making a valid will, and that this condition of mind is presumed to have, continued without intermission and to have existed at the time the alleged will was executed. Therefore, the jury is instructed that it de
“3. The court instructs the jury that by the term ‘lucid interval’ as used in these instructions, is meant that period of time during which the said Emilie Lack had so far regained the possession of her faculties, as to be of sound and disposing mind and memory as defined in these instructions. It does not mean that there has been a simple diminution in her insanity, but that her mind has been temporarily restored to sanity and sufficiently restored to qualify her to make a will as a person of sound and disposing mind and memory.
“4. If the jury believe from the evidence that the testator, Emilie Lack, was an old woman of weak, disordered intellect, so weak from any cause as to subject her to the control or influence of those with whom she lived; and the jury find that they or any of them exer
“Before the jury can find that the will in controversy is invalid by reason of undue influence exercised over the testator, they must be satisfied from the evidence that a dominion over the free will of the testator was acquired by destroying her free agency and constraining her to do against her free will what she was not able by reason of such influence to resist, and that this influence was operating upon the testator at the time of the execution of this will.
“5. To sustain the will it is not sufficient that Emilie Lack at the time of its execution had sufficient mind and memory to answer familiar questions, but she must have had a disposing mind and memory sufficient to enable her to comprehend and understand the character and amount of her property and the persons and objects intended to be provided for by her will and their relations to herself.
“6. The court instructs the jury that although they should find from the evidence that Emilie Lack at the time of signing the instrument of date September 13, 1893, offered in evidence, or subsequent or prior thereto had a defective memory, such defect of memory did not disqualify her from making a will.
“7. The testimony of the experts is not binding upon the jury but should be considered by the jury like the testimony of other witnesses, in connection with all the facts given in evidence and given such weight as you consider it entitled to receive.
“8. The words ‘sound and disposing mind and memory’ as used in these instructions, mean a mind sufficient to enable a testator to understand what business she was engaged in while she was making and exe
“9. The court instructs the jury that Emilie Lack, in making her will, had the right to dispose of her property as she pleased, and to give all or so much thereof to any one of her relatives or descendants to the exclusion of the others as she saw fit or deemed proper; and although the jury may believe from the evidence that she made an unequal distribution of her property by her will, and cut off some with nothing or but little who seemed to have as strong claim on her generosity as others who fared better, such facts are not evidence of undue influence and raises no presumption of the invalidity of the will; provided the jury find that while making the will she had a sound and disposing mind and memory."
The instructions numbered from 1 to 7, inclusive, were given by the court on its own motion and at the request of defendants. Instructions numbered 8 and 9 were given at the request of plaintiffs. These were all the instructions given except one on the credibility of witnesses, and one on the form of the verdict, which need not be set out. The court refused to give fourteen instructions asked by the plaintiffs, and error is assigned in refusing to give these instructions, and in giving instructions numbered 2, 3, 4 and 5 hereinbefore set out. The jury returned a verdict that the paper writing, dated September 13, 1893, propounded, is
I. It is contended for the plaintiff that the court erred in refusing to strike out that part of the answer of defendants Gilson and Lack, setting up the adjudication in the probate court, that Mrs. Lack was of unsound mind, and in giving instructions numbered 2 and 3, because, as is contended, such an adjudication constituted no defense and does not raise a presumption of testamentary incapacity thereafter; and in support of this contention Brinkman v. Rueggesick, 71 Mo. 554; 1 Williams on Executors (7 Am. Ed.), 43; Schouler on Wills (3 Ed.), sec. 81, and a number of cases from other jurisdictions are cited. This contention is not sustained by the authorities cited and is contrary to the great weight of authority on the subject.
In Brinkman v. Rueggesick the question was not raised or passed upon. In that case a record of some sort showing that one Buschmann had been appointed a guardian of the testator was introduced for the purpose of affecting his credibility as a witness. As to this evidence the court simply said (loc. cit. 558): “The circuit court did not admit it as any proof on the subject of the testator’s sanity, but as having a tendency to affect the credibility of Buschmann’s evidence. How this could be, does not very clearly appear, since Buschmann had apparently, so far as the proof shows, no interest whatever in the matter one way or the other.” This was the extent of the ruling in that case on the subject.
In 1 Williams on Executors (7 Am. Ed.), 43, it is said: "The presumption of law is, that a verdict of a jury under a commission of lunacy, that the party, the subject of the commission, is of unsound mind is well founded, and if the commission remained unsuper
In Schouler on Wills (3 Ed.), sec. 81, it is said: “The test of-testamentary incapacity being in a proper sense sui generis, it does not follow that the will of one under guardianship is necessarily void . . . . But in general where a person is placed under a guardianship for positive insanity, the investigation upon which the appointment was based is such as to establish a prima facie case that he was, at that date at least, non compos and incapable of making a valid will. And the fact of such an appointment, as well as of the testator’s continuance under the guardianship, is doubtless a very important one whenever one’s will is contested. But such evidence of testamentary incapacity is prima facie only and open to explanation by other proof. Such a person may make a valid will, if he be in fact of sound mind at the time of its execution.”
The rule upon this subject is stated by other textwriters as follows: In 28 Am. and Eng. Ency. of Law (2 Ed.), 94: “It has been generally held that a prior adjudication of to sanity raises a presumption of its continuance, thus making a prima facie case in favor of the contestant. But the fact that the testator is under guardianship, although it makes a prima facie case of incapacity, does not necessarily invalidate his will. And it has been generally held that proof of prior permanent incompetency shifts the burden upon the proponent to prove either that the. will was executed in a lucid interval or that the testator’s capacity was restored at the time of execution.”
In 1 Woerner’s Am. Law of Adm. (2 Ed.), sec. 27: “If the proof of insanity consists in the decree or judg
In 1 Underhill on Wills, sec. 98: “Accepting the verdict of the majority of the writers, both legal and medical, that a lucid interval may exist even in the case, of what, at first, appears to be permanent insanity, and that a will executed during such an interval must be valid, it becomes necessary to inquire what amount and quality of proof are required to show that a lucid interval has occurred. The general rule sustained by all the cases is that the proponent of the will must overcome the presumption of the continuance of insanity, and this he must do by clear and satisfactory proof. He has the burden of proof to show that the testator was of sound and disposing mind when he executed the will. And if it shall appear that the testator had been judicially pronounced insane prior to the execution of the will, the proponent must produce some evidence showing a restoration to sanity other, than that arising from the proper execution of the will. There must be the clearest proof that reason and testamentary capacity have been restored.”
On the issue of testamentary capacity instructions numbered 2 and 3 are well within the rule laid down by the text-writers and the numerous cases cited by them, and, while the question in this State has never been directly ruled upon in the appellate courts, there is no reason why the general rule should not prevail here, as our statute goes no farther than to provide that only the contracts of one found to be of unsound mind and under guardianship made without the consent of the
H. "While the burden of showing undue influence was imposed upon the defendants, it was not incumbent upon them to show it by direct proof. Undue influence may be inferred from facts and circumstances and may be shown by the relation of the parties, the mental condition of the person whose act is in question, and the character of the transaction. [Bradford v. Blossom, 190 Mo. 110; Doherty v. Gilmore, 136 Mo. 414; Dingman v. Romine, 141 Mo. 466.]
There was ample evidence in the case upon which
No specific objections are urged to the other instructions given, and we find no error in them; and in view of those given, we find no reversible error in the refusal of the other instructions asked for by the plaintiff. In view, however, of the provisions of the will, instruction numbered 2 refused, to the effect that under the Law of Descents and Distribution, in the absence of a will, the testatrix’s estate would go to her next of kin, naming them, might well have been given. Instruction No. 7 upon the weight to be given to expert testimony is in harmony with the rule on the subject in this
III. Over the objection of the plaintiffs, the defendants were permitted to introduce as evidence the following affidavit:
“In the matter of Emilie Lack, in the probate court of the city of St. Louis. State of Missouri, city of St. Louis, ss.
“Ida A. King, of lawful age, being duly sworn, upon her oath says, that she is one of the persons who have filed information in this matter; that affiant is the half sister of said Emilie Lack and has been intimately acquainted-with her and her business affairs and property for many years past, and that, notwithstanding the recent verdict of the jury in this matter, affiant states it to be her firm and conscientious conviction that the said Emilie Lack was, at the time of the institution of this proceeding, and is now, of unsound mind and incapable of attending to her affairs, and to substantiate her said opinion and the information herein, affiant will, if a new trial is granted, produce, in addition to the testimony given at the former trial, evidence substantially as follows:
“1. Joseph Pohlmeier, W. C. Clark and Reh. M. Scruggs of Scruggs, Yandervoort & Barney, will testify that for a long time and up to quite a recent date they have been acquainted with Mrs. Emilie Lack and have had abundant opportunity to witness her actions and symptoms of her mental condition, and that they are unqualifiedly of the opinion that she is of unsound mind and is incapable of attending to her affairs.
“2. Lena Nunn will testify that she resided as a servant for eight months before and during February of the present year, in the same house with said Emilie Lack and was thrown in daily contact with her, and that
“3. Finis Lack, son of the deceased husband of the said Emilie Lack, will testify to his opportunity of knowledge on the subject and that he is of the opinion that she is of unsound mind and incapable of attending to her affairs, and he was not present at the former trial because he was of the opinion that the matter would not be contested.
“4. Frank Weller, a stenographer, Henry Andreas, real estate agent, and Dr. Bahrenburg, a practicing physician, will testify that only a few days before the filing of the information herein, they called upon, and had an extended interview with the said Emilie Lack in regard to herself, her acquaintances and her property, and that in said conversation she showed a complete and painful inability to recognize persons with whom she had been long and well acquainted, and could not tell the number or location of the few houses owned by her; and by her conduct and conversation on that occasion said witnesses were convinced that she was of. unsound mind and incapable of attending to her affairs.
“5. That by documentary evidence and witnesses it will be satisfactorily shown that about one year ago the husband of the said Emilie Lack died, leaving a considerable estate, consisting principally of houses in this city and from which a handsome annual income was received; that the said Emilie Lack qualified under the will as administratrix without bond and by virtue of such trust had control of the entire estate of the said deceased, and also had an estate of her own of the value of at least $20,000 and consisting principally of houses in this city, which were realizing handsome rentals; that she is now and has continually been unable to give any satisfactory account of her own or her husband’s property and.is uninformed as to the amount or dispo
“6. It will further be proved that on the 23rd day of January, 1892, the aforesaid Gustavus A. Y. Brecht, caused a deed to be prepared, conveying absolutely the entire estate of the said Emilie Lack to one Anthony E. Nunn, a clerk and a friend of the said Brecht, for the stated consideration of the sum of $14,000' by said deed acknowledged to have been paid the said Emilie Lack by the said Nunn, and on the 1st day of February, 1892, the said Brecht caused her to go before a notary public with him and to execute said deed; that as a fact said Nunn paid no money or other consideration for said conveyance, and shortly thereafter sold said property to a purchaser for the sum of $16,500 in cash and secured notes, and delivered the same to the said Brecht; that said property was assessed at about $15,000, and was worth in the market about $20,000; that friends and relatives asked the said Emilie Lack about said sale of all her property, and she was in the most complete ignorance of having signed any deed or having sold any property whatever; that thereafter the relatives of the said Emilie Lack compelled the said Brecht to disgorge a portion of his wrongfully acquired wealth by executing his promissory note for $16,500, secured by a deed of trust for the benefit of the said Emilie Lack.
“7. That the said Emilie Lack is about 73 years of age, and that mental weakness and alienation is a family infirmity in advanced years, as is evidenced by the fact that a deceased brother and sister in old age became and remained mentally unsound and incapacitated.
"8. That the most distinguished medical experts on nervous diseases will on oath declare the symptoms of the said Emiliei Lack to clearly and unquestionably
“Affiant further states that she and those engaged with her in this prosecution, did not at the former hearing present the aforesaid facts, and failed to present their complete case, because the aforesaid Grustavus A. Y. Brecht induced them to believe that the matter would not be contested, and begged that his aforesaid fraudulent sale of the old lady’s property should not be exposed ; and the promptings of kinship induced them to desist from unnecessarily staining the reputation of the aforesaid Brecht, and the same instinct and delicacy caused them to desist from exposing the mental infirmity that had marred the family history.
“Affiant woúld further show that the said Emilie Lack is residing in the same house with the aforesaid Cus. A. V. Brecht and is completely under his control and on account of her advanced years and mental weakness, is as subject to his manipulation and handling as wouLd be a mere child, and it is necessary that her property rights be taken from her control in order that he may not again wrongfully and fraudulently divest her of her entire, estate.
“Ida A. King.
“Subscribed and sworn to before me this 26th day of March, 1892.
“O. C. Cowan,
“Notary Public City of St. Louis.”
Under the will in question Ida A. King, half-sister of the testator; Mary Brecht and Charles Brecht, children of Oscar Brecht, her brother of the half blood, took her entire estate, except the small legacy to Finis Lack. Mrs. King’s admission could not bind the other legatees under the will, for, as was said per Marshall, J., in Wood v. Carpenter, 166 Mo. l. c. 485: “They could not be admitted as against her and not as to them, for the simple reason that if they had the effect to set aside the
For the errors noted the judgment of the circuit court will be reversed and the cause remanded for new trial.