49 Ark. 367 | Ark. | 1887
This was a contest over the will of Mrs. Elizabeth McClure. The Probate Court admitted the instrument to probate, notwithstanding the opposition of Thomas J. Campbell, one of the heirs, who alleged that the testatrix was laboring under senile dementia and that the will was procured by the undue influence of McCulloch, the executor, and some of the legatees. But upon appeal to.the Circuit Court, the jury, to whom the issues were submitted, found against the validity of the will, and judgment was entered setting it aside.
It is claimed in the motion for new trial that this verdict was against the evidence. Mrs. McClure was 81 years of age at the date of the execution of the will and was in feeble health. She had been a woman of strong will and great decision of character; but after her husband’s death, which occurred two weeks before the will was'made, she was depressed and melancholy. Her property was of the value of $10,000 or $12,000; and it had been derived altogether or mainly from her husband Her nearest of kin were some thirty nephews or nieces, who resided in the same village with her or in the immediate neighborhood. Her favorite nephew was S. G. McClellan. He had nursed her, husband through his last illness, which extended over two or three years, and his devotion had been remembered by the sick man and had been rewarded with an appropriate legacy. But Mrs. McClure always said that the legacy was not as large as it should have been, and at her instance and request, her husband’s executors had released a debt of $300 which this nephew of hers owed the estate. After the loss of her husband, the aged woman invited one of these disinherited nieces to come with her husband and take charge of the homestead. But they hesitated and finally insisted that a deed to the property should be made to them in advance. Their conduct in this matter seems to have been resented by Mrs. McClure, who broke up her establishment and went to live for the remainder of her life with S. G. McClellan. And to him she gave by will $2000 in cash and her homestead. And she made his wife residuary legatee after the other bequests were satisfied.
Her favorite niece was Miss Sallie McCory, who had been her constant companion and untiring nurse for many years. The bond of attachment between these two seems to have been a very strong one. Each doubtless saw in the other a reflection of her own characteristic traits — independence, high spirit, plain-spoken candor. Besides, Miss McCory’s attentions had become indispensable to the comfort of her aunt. Those attentions had been so assiduous and so disinterested as to touch the heart of McClure, the husband. He had bequeathed to Miss McCory $2000, although, as the proof shows, he was himself not at all partial to her. To this niece Mrs. McClure gave by her will $4000. And to five other nieces and nephews she gave amounts ranging from $200 to $1000.
This is certainly not an inofficious testament. The testatrix does not go outside the circle of her nearest relatives to select the objects of her bounty. The chief beneficiaries were persons to whom she was tenderly attached and for the best of reasons: they were useful, dutiful and affectionate to her. From their characters and situation they had no doubt acquired considerable influence over Mrs. McClure. But there is no evidence that this influence was exerted for the procurement of a will in their own favor, or that they were even aware of its provisions until after its publication. One witness indeed stated that he had heard Mrs. McClure say that S. G. McClellan and Miss McCory had been teasing her about making a will. But it is not unlawful to make suggestions of this nature, nor even to procure a testamentary provision in one’s favor by fair persuasion and kind offices. Rogers v. Diamond, 13 Ark., 475; McDaniel v. Crosby, 19 id., 551.
The will was indeed made upon the suggestion of McCulloch. But he was the trusted agent and business manager of Mrs. McClure, and was therefore entitled to give advice on such a subject. The will, moreover, contains no provision in his favor, although he is named as executor; and there is no reason to believe that he sought to influence her for or against any of her relations.
Upon the subject of testamentary capacity, the testimony is in hopeless conflict. Even the attesting witnesses to the will and the physicians who attended upon Mrs. McClure during the latter part of her life are diametrically opposed to each other on this point. The witnesses for the proponent declare that Mrs. McClure read the newspapers, conversed intelligently and made contracts; and they could discover no indications of mental derangement until a week or two before her death, which took place some two and a half months after the will was executed. On the other hand the evidence u’dduced by the contestants tended to show progressive decay in her mental faculties for two or three years before her death; that some of her brothers had died imbeciles and she had the same wooden expression, staring into space ; that she was childish, forgetful and incapable from age and infirmities of transacting any serious business. In this conflict the verdict cannot be disturbed for want of evidence. No doubt the vigor of.Mrs. McClure’s mind had suffered some impairment. In extreme age the mind commonly declines with the body; the memory fails and the other faculties become weakened-. Whether the decay in this case had proceeded to the extent of imbecility was peculiarly a question for the jury.
Thus after both parties had adduced evidence to maintain the issues on their respective sides, and the contestants had rested their case, the proponent offered to prove by John McClellan that he had been intimately acquainted with the testatrix all his life, and knew her well at the time of the execution of the will; that about that time he frequently conversed with her, and had full opportunity to observe her conduct and demeanor, and that he could say that she was of sound mind.
This testimony was excluded by the court.
The record does not show the reason for its exclusion, but it could only have been upon the notion that the witness was called out of time, being offered in rebuttal when he should have been examined in chief.
There is some confusion in the reported cases on the adjustment of the burden of proof of insanity in will contests. But we think the weight of authority, both in England and this country, establishes the rule that the production of a paper writing, purporting to be the will of a deceased person, which is rational on its face, and which is proved to have been executed and witnessed in accordance with the statute, makes a prima facie case and devolves upon the contestants the onus of showing the testatent’s incompetency. This rule rests upon the presumption that all men are sane until the contrary is proved. 1 Williams on Executors, 6th Am. ed., p. 24, et seq.; 1 Redfield on Wills, ch. 3, sec. 4; Schouler on Wills, secs. 173-4; 18 Cent. Law Journal, 282, where the American cases are collected with some care by Mr. Elisha Greenhood.
To this- rule we have given in our adhesion. Rogers v. Diamond, 13 Ark. 479; McDaniel v. Crosby, 19 id., 533; Tobin v. Jenkins, 29 id., 151; Jenkins v. Tobin, 31 id., 309.
It is true our statute of wills requires a testator to be of sound mind. Mansf. Dig., secs. 6490-1. But the same thing is required in order that a person may be held responsible for a crime. Id., secs. 1495, 1497, 1499. Yet upon the trial of an indictment, the State never goes into evidence of the prisoner’s sanity until he has given evidence of insanity.
It is also true that, since the rule was first announced by the court, the procedure in will contests has been changed. By the practice then in force, the contestant filed his petition in the Circuit Court to set aside the probated will, whereupon an issue of devisavit vel non was made up and in this issue the contestant was the plaintiff. Whereas, now the heir, desiring to contest, takes his appeal from the order of the Probate Court admitting the instrument to probate, and becomes the defendant in the proceeding. But the burden of proof of insanity and the presumption of soundness of mind are not changed.
7. “ It is not necessary that the exercise of undue influence be proved to the satisfaction of the jury, in order to defeat the will, if it is shown by a preponderance of evidence that such influence was possessed and exercised by some person or persons, and free agency of the testatrix thereby subordinated to their will.’*
II. “I charge you that if you find, from the evidence, that parties surrounding Mrs. E. P. McClure, and who are legatees under the will, falsely told her that Tom Campbell was threatening to have the will broken, to operate upon her fears or to induce her to give or devise her property to them, and such one or ones did procure the will and get a legacy thereunder, this should be considered by you in determining whether or not there was fraud or undue influence in procuring the will of Mrs. McClure.”
14. “ I charge you that-if you believe, from the evidence, that falsehoods were told to Mrs. E. P. McClure to raise pre judice in her mind against those who would be the natural objects of her bounty, and by. contrivance or management she was kept from intercourse with her relations, to the end that these impressions thus formed to their disadvantage might not be removed, such contrivance may be considered by you, and if in your judgment they amount to fraud, these will render invalid the will executed under such false impressions, and the jurors are to judge of the facts from the evidence before them.”
17. “ If you find, from the evidence, that a person's mind in extreme old age be intelligent, competent to converse, to understand and transact business with fair bodily strength, and yet such a person has such a fear and dread of relatives who may have surrounded them, and on whom they may have felt they were perfectly dependent, that their nervous system may be wholly overcome, and they become childish and an instrument in the hands of those about them, so as to have no power to exert their mind in opposition to their wishes or to resist their importunities, and if you believe, from the evidence, that such was the case upon the issues herein, and that Elizabeth P.' McClure was so controlled, you will find against the will.”
19. '• I charge you that importunity, coercion, such as the testatrix has no courage to resist, or moral command asserted and yielded to for the sake of peace and quiet, or of escaping from distress of mind or social discomfort, if carried to a degree in which the free play of the testatrix’s judgment, discretion or wish is overborne, will constitute undue influence, though no force is either used or threatened, and if, from all the evidence, you find such undue influence was used, you will find for the contestants.”
The first of these instructions in unintelligible ; and We can find no evidence in the record to which the remaining four are applicable.
The judgment is reversed and a new trial ordered.