170 Mo. 674 | Mo. | 1902
This is a suit in equity, instituted in the Greene Circuit Court on the 15th of March, 1899, to specifically enforce an oral contract, alleged to have been entered into in the year 1855 or 1856 in the State of Virginia, between the plaintiff’s parents, Edward S. Benson and his wife, and her uncle John S. Benson (brother of the said Edward) and his wife Amanda, whereby it is alleged that the said John S. Benson and Amanda Benson, his wife, agreed “that they would take the plaintiff herein as their adopted child, educate and care for her as a natural child until she was fully grown, and if the said John S. Benson and Amanda
In the year of 1885 the said John S. Benson died testate and childless, having by his last will and testament, executed October 20, 1880, and duly admitted to probate in the probate court of G-reene county, Missouri, on October 2, 1885, devised and bequeathed all of his property, real, personal and mixed, to his wife, the said Amanda P. Benson, who was appointed executrix of his will, and upon final settlement of his estate in said court, the sum of $2,483.60 was distributed to her as the sole legatee under said will. As sole devisee under said will she also came into the possession of 960 acres of valuable land in the State of Illinois. Afterwards she intermarried with one Walter Mitchell, who died leaving her a widow, and afterwards on February 12, 1899, she died testate and childless, having by her last will and testament duly admitted to probate in the probate court aforesaid on the 18th day of February, 1899, devised and bequeathed all her estate to the defendants. It is alleged in the petition'that the property so devised and bequeathed by the said Amanda “is of the value of. about $100,000, and is the property that the said Amanda Benson received under the will of her deceased husband John S. Benson, the real estate in Illinois being identically the same property, and the personal property being the accumulation from the rents and profits of the said real estate in Illinois, and the proceeds of the sale of other property received by her under said last will of said John S. Benson, and the increase therefrom.”
At the close of the evidence the court made a finding of facts at the request of the plaintiff, which is as follows:
“In 1856 John S. Benson and his wife Amanda lived in the State of Illinois; Edward Benson and his*690 wife and several children lived on the eastern shore of Virginia. Edward and John S. Benson were brothers. John S. and Amanda Benson were in moderate circumstances, having some two or three thousand dollars worth of property, but no children. Edward and his wife had several children, but no property to speak of. John S. Benson and Amanda visitedEdward in that year, and brought back to Illinois the plaintiff, who lived with them as one of the family continuously, with the exception of one visit to Virginia, until she was married in 1871. John S. Benson moved to Springfield, Missouri, and plaintiff, who was visiting in Virginia, afterwards came and lived with them some eighteen months.
“At the time plaintiff first went to live with her uncle, she was somewhere between three and six years old. John S. Benson died in Springfield, Missouri, in 1885, seized of considerable real estate in the State of Illinois, and $2,483.60 in personal property as shown by the final settlement of his estate in Missouri. This went to Amanda Benson.
“Amanda Benson afterwards married one Mitchell, whom she survived, and herself died in the beginning of the present year.
‘ ‘ The entire property of the Bensons is of the present value of nearly $150,000. It is not certain where their original property came from, but certain it is that a considerable portion, if not all, had come through the wife. They formerly lived in Louisiana, and may have held their property by the laws of that State, or Mrs. Benson may have inherited their property at the start from her parents.
“The plaintiff, after she became of age in 1871, married one Kinney against the will of John S. and his wife, for which there was an estrangement for some time, but John S. seems to have become reconciled, and after his death Amanda became reconciled also, and a few years before her death paid off a mortgage on plaintiff’s property of about $2,000.
“Amanda by her will devised all her property to others than plaintiff.
*691 “Plaintiff claims by this action that at the time she was taken to Illinois, ber uncle and aunt contracted with ber father and mother that she should be adopted by them, raised and educated as their child, and at their death should have their property.
“Considering the facts, I fully realize the tendency to make false claims of this character against the estates of childless persons. I also realize the fact that in cases where such contracts as the one in question are in fact-made, the obligor is ofttimes liable to treat it lightly, and consider it a kind of a moral obligation subject to his will at the varying moods of life. I have not had the advantage of seeing and hearing the more important witnesses, but considering the relationship of the parties, the age of the child, the long distance she was takers the entire change in her life, the childless condition of John S. and Amanda, and their strong desire to have a child to call their own, the evidence of witnesses to the contract, and the facts and circumstances and conduct of the parties at the time and afterwards, convince me beyond a doubt that they took her with the full understanding that she should have what they left when they were both dead. Mrs. Amanda Benson was at that time, and until long after plaintiff quit their services, a married woman, and, hence, her property was not bound by the agreement. At no time after her dis-coverture did she ratify or bind herself to it.
“The real estate belonging to John S. Benson at his death was situated in the State of Illinois. Under the laws of Illinois the contract could not be enforced; the decisions of its courts holding it to be within the statute of frauds, which statutes and decisions are pleaded and proven in this case.
“"While courts of equity acting on the person may in proper cases define and adjudge the equities of parties before the court to property without the jurisdiction, I hold it would not be right in this case to do so. When the contract was made, it was with a view of residence in Illinois. The property is in Illinois. The evidence that satisfies this court would'be incompetent in*692 Illinois, and I think the -well-known law there should be considered here, and with reference to the real estate, should he respected.
“The personal property which Mrs. Benson derived from the proceeds of the farm, being her own,, can not be affected by decree in this case, since the plaintiff’s right did not begin until her death; and the real estate of John S. Benson, not being subject to the contract, the rents and profits went to Mrs. Benson unaffected by it.
“I therefore hold that while the contract is good and fully established and the services fully performed, ■ the only property which can be affected by this decree is the $2,483.60 received by Mrs.. Benson from her husband’s estate. This sum in the-hands of her executor is charged with the trust created by John S. Benson’s contract, and is decreed to plaintiff.”
And from the decree rendered in accordance with, the finding, the plaintiff alone appeals. The only direct evidence introduced on the trial to prove the making of the contract alleged in the petition were the depositions of two witnesses, Nathaniel J. Ward and Mrs. Sally A. Martin, that of the former taken June 23d and of the latter May 27th, 1897. As set out in the brief of counsel for appellant, that evidence is as follows:
Nathaniel J. Ward testified as follows:
“I was born March 30, 1834; reside at Mappsburg, Accamack county, Virginia, and am a carpenter and farmer. I was acquainted with Edward Benson and Patsy Benson, his wife, in their lifetime, and they had a child named Martha. I never met John S. Benson and Amanda Benson, his wife, but on one occasion. He said he was from Chicago at that time. John S. Benson and Edward Benson were brothers, so they claimed. As. near as T can remember, it was in the fall of the year 1857 that they visited here. I was at the house of Edward Benson the day before John S. Benson and his-wife were to leave for their home.”
Witness was then asked this question:
*693 “You state you were there the day before they were to leave; what, if anything, was said about Martha Benson’s or Mattie’s going with them, and what conversation, if any, took place at that time in your presence, between the parties, that is, John S. Benson and Amanda Benson, his wife, and Edward Benson and Patsy Ben■son, his wife, concerning Martha or Mattie Benson?
“I was there, happened there to dinner. Mr. Edward Benson asked me to go there to see his brother, being a stranger; so, I was acquainted with the other brothers, and Mr. Shepard Benson asked Edward Benson’s wife, Patsy, if she had concluded to let her have Martha. She says, then, ask Edward, her husband, if .he is willing; and Ed. says it is one of the girls and I leave it to you, whatever you say; then she says, I suppose I must let Amanda have her; then it was she says, her clothing, that is wearing apparel, you need not make too much of a bundle of it, you can send very few. I think she said it was a great ways to go and it would be in the way — or something to that amount, and when we get home we will dress her, educate her, and if we •die without an heir, without a child, we will give her all of our worth; and she says, won’t we Shepard? And he replied back, if we die without an heir, is what he says, she shall have all of our property. Keeley Benson, the brother of Edward Benson, and Mrs. Westcott and her daughter, Sally, now Mrs. Martin, were there at the "time. There might have been other ladies and gentlemen there, but I do not remember their names if they were.”
Cross-examination:
“I fix the date at 1857, as that was the year that I •carpentered and went around the neighborhood, and the year we had a terrible storm. I have no other reason for thinking it was 1857. I did not know that John S. Benson and his wife were visiting Edward Benson until the day before this conversation when I was told so by Edward Benson. I met him in Hadlock, a little village close by.
“What did you and Edward Benson talk about?
*694 “"Well- sir, it has been so long I don’t recollect what the conversation was between any of them. That is, except the conversation at the table. I wouldn’t bave thought so much about that, but being an uncommon thing, a woman letting her child leave. There might have been a great deal said; talked around the table among the ladies, and I think there was; but I don’t recollect the words, or anything like that. The conversation that I have detailed was at the table and during the meal. I don’t think there was anything said about how long Martha should remain with them, and there was nothing said about her marriage, when grown, and nothing was said about Martha living with them until they died.
“Now, Mr. Ward, please tell all the conversation that took place at the dinner table between Amanda Benson, John Benson, Patsy Benson and Edward Benson?
“Mrs. Amanda Benson says to Patsy, I suppose you are going to let me have Martha. She says ask Edward, and Edward’s reply was if it was one of the boys I would know. It is one of the girls and you can do as you please. Then Aunt Patsy says, I suppose you must have her. She says you needn’t bundle up and send too many clothes, it is a right smart ways, and when we get home, we will clothe her and educate her, and if we die without a child we will give her all our property, won’t we, Shepard, she says; and Shepard says, yes, if we die without an heir, she shall have all of our property.
“When was Mattie to get this property?
“At their death, I suppose.
“Was she to get anything during their lives?
“I never heard anything.
“Suppose Mattie was to -die before them, where was the property to go ?
“I don’t know. There was nothing said about where the property should go if Amanda died first, and her husband survived her: I didn’t hear them say that Martha was to do anything for the property. I '¿ever*695 saw Martha afterwards and did not hear from her, and only lived in the neighborhood about eighteen months thereafter, when I went sailing. ’ ’
Mrs. Sally A. Martin testified as follows: ;
“I am fifty-four years old and reside at Mapps-bnrg, Virginia. I was acquainted with Mr. and Mrs. John Shepard Benson, and Mr. Edward Benson and Patsy Benson, his wife. They are all dead. John S. Benson and Edward Benson were brothers. The children of Edward and Patsy Benson were Edward, Sarah, Amanda, Mary and Martha. I can’t remember the year and couldn’t tell the time to save my life, that Martha or Mattie Benson was taken away from here by. her uncle, John S. Benson. I remember a visit of John S. Benson and his wife to the family of Edward Benson. It was during this visit that she was taken.
“State in your own way how and when she was taken ?
‘ ‘ They taken her as their own child; and to do by her as their own and to give her their property if they had no children of their own. Yes, sir, that is the way she was taken. I met John S. Benson and Amanda, his wife, at Edward Benson’s house the day before the child was taken. I do not remember any one being present, except my mother and their family’s mother and father, sister and brother, Mr. Shepard Benson and wife, Amanda Benson.
“State, if you know, who were present and heard what contract and agreement, if any, John S. Benson and Amanda, his wife, had with Edward Benson and Patsy Benson, in regard to the adoption and taking away of the child Mattie or Martha Benson?
“I just told you, Mr. Mapp, that they taken the child as their own, to do by her as their own; and to give her their property when they died, if they had no children. This was the contract and was agreed to, and John S. Benson and Amanda Benson took Mattie under ■this contract. I don’t know how old Mattie Benson was. I don’t remember.
*696 “What was the child, Mattie Benson, to do' under the contract?
“She was to be their own child. Edward Benson owned the farm that he lived on at that time. John S. Benson was looked upon as having lots of property at the time. I am a distant relation on my father’s side to the father of the plaintiff. I don’t remember how old I was when Mattie left here. I guess I am older than Mattie. I am not sure. I couldn’t tell how much older and I don’t know how much older I am than Mattie at this time. I couldn’t tell whether she was as old as ten at that time or not. I don’t know anything more and can’t tell anything more. I don’t remember the year this visit was made. Have no recollection of the year.
“Then you don’t know, of your own knowledge, that she left in 1852?
“I do not. '
“Do you know, of your own knowledge, what year she left here?
“I do not.
“It might have been as early as 1850, or as late as 1856, as far as you remember of your own knowledge?
“I don’t remember what time it was she was taken away. Edward Benson lived at this time in Northampton county on his own farm. This was the upper part of the county. I guess we lived about four miles from there. We didn’t visit them very often, but our families always visited. The first time I met Mattie Benson was the time I met John S. Benson and his wife at her house. I never met her before. I never met John S. Benson before this time. I met them both there for the first time; I do not remember the month. I do not remember the season of the year. It has been so long I don’t tax my mind with it.
“Were you and the Benson children playing out in the yard together?
“We were at the dinner table when the words were passed. I don’t remember whether we had been playing before dinner or not.
*697 “How long were you and your mother at Benson’s that visit?
“Only spent the day there. The way the matter came up, she said maybe she was to blame for giving her child away, being so far from her. I didn’t know until I had got there that Mattie was going away. I did not see her start away. I do not know how long John S. Benson and his wife had been there. All the conversation I heard about Mattie going away was at the dinner table.
“Now, Mrs. Martin, give the language of that conversation as nearly as you remember it about Mattie going away?
“Well, they both said these words, they were all talking about it. They would take the child as their own and give the child their property if they had no children, if they would let her go.
“Who said that?
“John Benson and his wife. That was their language to Martha’s father and mother.
“Now, Mrs. Martin, please give me John Benson’s language?
“Well, I give the language, Mr. Mapp.
“Will you be kind enough to please repeat his language ?
“He said we will take Martha as our own, do by her ns our own and give her our property when we die, if we have no children. They both said that.
“Will you be kind enough now to repeat the language used by Mrs. Amanda Benson?
“She said the same, we will take Martha as our ■own, do by her as our own, and give her our property when we die, if we have no children.
“Did they each use this language more than once?
“As well as I remember, they may have done it. I don’t say that they did. They were both talking.
“What else did Amanda Benson say?
“I don’t remember anything else. She was speaking of packing Martha’s clothes, Mrs. Amanda told her it wasn’t worth while to pack up very many to carry so*698 far. She should be cared for. I don’t remember anything else that passed.
“Did they say Martha was to have all the property?
“They said she was to have their property.
“Did they say she was to have the property they then owned when they died?
. “No, they didn’t say that.
“Was she to have anything when Mr. Benson died?
“I suppose she was.
“Did he say she was?
“Of course, he did. I never saw John S. Benson, Amanda Benson or Martha Benson any more. I don’t remember when Edward Benson died. I think Patsy Benson has been dead about three years. I don’t remember how long Edward Benson has been dead. I can’t give the relation between myself and Martha Benson (the plaintiff). It is very distant.
“Did they say in this conversation at the dinner table that Martha was to care for them in their old age?
“I never heard anything like that.
“Was anything said that after they should raise Martha and they should lose their property that she was'to care for them if she could ?
“I don’t remember hearing anything like that. They never said that Martha was to live with them until their death. There was nothing said about when Martha was to leave them, and there was nothing said as to how long Martha was to live with them, that I heard, or anything about her marriage, nor anything about them getting the fruits of her labor, when grown.
“Then as far as you know from the talk between them, Martha would not be compelled to remain with ' them if dissatisfied?
“I never heard anything about it. I did not see Martha when she came back on a visit. Edward Benson lived near Hadlock at the time of his death.' Í couldn’t tell you what became of his farm. " I do not*699 know what property he had at the time of his death. He died in Northampton eonnty. I don’t know how often I have talked with persons about this conversation at the dinner table. I guess I have spoken of it. I don’t remember how many years after this conversation until I spoke of it. I heard of the death of John S. Benson. I do not remember who told me. I have never talked with George Benson about his uncle’s -death. I could give no idea when I first spoke of this conversation. I can’t recall any person that I have talked with about it. I never taxed my mind with it. I have not received any letters about this conversation and I have not talked with George Benson about it.
“Have you talked with Mr. Rathbun recently about this conversation?
“Not much.
“Well, did you talk with him?
“Not particular.
“When and by whom were you first told that you would be used as a witness?
“Them words were never said to me that I would be a witness.”
Redirect examination:
“You were asked in cross-examination this question: ‘Was she [Mrs. Kinney] to have anything when Mr. Benson died?’ Give your answer in full as you desired to give it a little while ago?
“They both agreed to give her their property when they died. That was the way they taken her.”
Recross-examination:
“Please explain, Mrs. Martin, what you mean by the language ‘their property at their death?’.-
“I mean they meant to give it to her at their death. That is what they meant.
“Well, suppose they didn’t die together?
“Shouldn’t think that- made any difference. She 'ought to have their property, I should think.
“Well, suppose Mr. Benson should die first, what was the talk as to where his property should go?
“She would get it all, his and hers, was the way*700 they were talking. I was born on the 4th day of October, 1845.”
The plaintiff’s contention, in substance, is, that in this evidence and in the subsequent declarations and nonduct of the parties as testified to by other witnesses, whose evidence, as far as is necessary, will be noticed in the course of the opinion, is to be found sufficient evidence of a contract which can and ought to be specifically enforced in a court of equity in Missouri against the defendants — sufficient evidence of a contract not made by Amanda Benson who was covert and incapable of contracting, but by John S. Benson who was sui juris and of sound mind, of an irrevocable contract; whereby the said John S. Benson agreed to devise and bequeath all of his property to the plaintiff in the event that he and his then wife should have no natural child born of their marriage, which ought to be enforced by a court of equity in Missouri, although void by the positive law of this State, of the State of Virginia in which it is alleged to have been made, and of the State of Illinois where the party sought to be bound was domiciled, and his property was situate— •and although, such a contract, if proven, would not be enforced by the courts of equity of either Virginia or Illinois.
A court of equity in this State will specifically enforce an oral contract to make a will in a particular manner, where a valuable consideration has been received for the promise and a fraud would be perpetrated upon the promisee or beneficiary unless the contract be performed. But, the proof of such a contract must be so cogent, clear and forcible as to leave no reasonable doubt in the mind of the chancellor as to its terms and character; and where the consideration consists of acts to be performed, there must be like proof that the acts performed refer to and result from that contract, and are such as would not have been done unless on account of that very agreement and with a direct view to its performance. “There must be no equivocation or uncertainty in the case.” This doctrine is
When, as in this case, and in consonance with 'this, doctrine, a court of equity is called upon to establish and enforce a contract of this character, in the teeth of the statute of wills, and of the statute of frauds and perjuries, and to set aside the disposition of valuable property made in conformity with the requirements of those statutes, there is devolved upon the chancellor the-gravest responsibility, perhaps, that ever attaches to his high office. And nothing short of the inherent justice of the claim, supported by evidence that can be-relied upon with the utmost confidence, proving the existence of the contract, its terms and conditions and a substantial and meritorious compliance therewith, with such certainty and definiteness as to leave no room for reasonable doubt, can ever justify the exercise of such, an extraordinary prerogative.
Can such a claim, and such proof, be found in the evidence before us in this case? It covers about two-hundred pages of the printed abstract. It consists largely of loose statements, and fragments of conversations, testified to from thirty to forty years after they are said to have occurred, much of it hearsay, and much of it incompetent for other reasons. The case in the main, made by such of it as is competent and may be relied upon with a reasonable degree of confidence, may be briefly stated as follows:
In the years 1855 and 1856 John S. Benson was residing in the town of Lacón, in the county of Marshall, in the State of Illinois. He owned a house and lot in
The acts performed as above stated constitute the acts of part performance relied upon to take the case out of the statute, and while it may be readily conceded that they point to some agreement or understanding between John S. Benson and plaintiff’s parents in regard to her future, they do not by any means point with any degree of certainty to such an irrevocable contract as is claimed in this case. Nor do they furnish a very broad, equitable basis for a claim to an estate of more than a hundred thousand dollars, in addition to “the just recompense of reward” which she and her parents evidently received for everything they in fact ever did or gave. For the equity of such a claim, and the <proof required to sustain it, we must evidently look farther.
Can they be found in the history, relations, character, conduct, situation or circumstances of the parties alleged to have entered into this extraordinary contract? If such a contract was ever entered into, it must, of course, have been between John S. Benson and his brother Edward, who were the only parties having the legal capacity to make such a contract.
The evidence tends to show that John S., who was
That thereafter the plaintiff should have dwelt in the family of her uncle and his wife and for twelve or fifteen years should have been treated by them as they would have treated a daughter of their own, and that during that period she should have dwelt in their minds as their expectant heir, in the popular sense of the words, and in casual conversations should have been spoken of as such, or in terms to convey that idea, is entirely natural and reasonable and consistent with the
“The intrinsic weakness of .this class of evidence, is further enhanced in any given case by. the .length of time that has intervened since the declarations were made, and the ease with which it can be manufactured, and the temptation to do so, when all those by whom it could be contradicted are in their graves.” [Fanning v. Doan, 139 Mo. l. c. 412.] Such evidence can and ought to have very little weight, when it is sought by it to asperse the memory, and set aside the last will and testaments of worthy and just persons, executed in contemplation of death, and in the manner required by law, disposing of their own property according to the dictates of their own conscience. There is no sufficient reasons shown why John S. Benson should have made such a contract. The reliable evidence fails to satisfactorily show that he ever did make such a contract, .and there is no inherent equity in the case demanding the specific performance of such a contract, even if it were within the power of a court of equity in this State to enforce it to the extent demanded on this appeal. In this view of the case, to which we are constrained by a patient review and careful consideration of all the evidence; on which we are in just as good a position to pass as was the chancellor below, and upon which we must return a finding upon our own conscience (Benne v. Schnecko, 100 Mo. 250; Blount v. Spratt, 113