This is the second appeal in this case. The decision in the first is reported in 120 Mo. 252.
. This, like the former, is an appeal from the judgment of the circuit.court of Saline county whereby the probated will of Mrs. Martha Catron was. set aside and held for naught.
The learned counsel have drawn such radically different conclusions from the facts in the record that it has entailed much labor to verify the different statements.
Appellant’s abstract alone contains nearly a thousand pages, and respondent’s counter-abstract one hundred and sixty pages. As the contention upon the one hand was, there was no evidence to sustain either of the issues, to wit, want of testamentary capacity, and second, that the will was procured by fraud and undue influence of the appellant, James H. Catron; and, on the other, that there was ample evidence to sustain both, recourse was necessarily had to the evidence at large, and such an undertaking with the many interruptions incident to calls of the docket, and the hearing of extraordinary writs and criminal causes, has necessarily caused an unusual delay in our judgment.
Upon the former appeal, we held upon the case made that the circuit court erroneously submitted the question of the testamentary capacity of Mrs. Catron to the jury, for the reason that notwithstanding her age and physical infirmities the evidence was overwhelming, not only by the subscribing witnesses but from all the testimony read together, that she had sufficient understanding to know she was disposing of her property by will, the nature and extent of her property, the persons who were the natural objects of her bounty and the manner in which she desired the dispositions to take effect.
She had but two children and she provided for both in her will. Her estate, while considerable, was not
She said: “I will begin with Evaline [plaintiff] first.” She wanted her to have $5,000 placed in the hands of a trustee to manage for her, so she could not spend it. She asked George Catron to act as trustee and when he suggested that possibly he could not act for some reason, she named W. J. Catron, and in ease of his inability to act, Thomas Catron. She then stated she wanted her son Henry, the defendant, to have all the balance of her property. She was quite positive in her statements that she did not want either the Mc-Padins or Ewings to have her property or control it. Defendant’s wife was a- Ewing. George Catron says
Twenty-three years prior to this she had executed another will by which she gave Mrs. McFadin, the plaintiff, $4,000 to her separate use, free from the debts of her husband. All the balance of her estate she gave to the defendant, her real estate to him for his life, remainder to his children. In that will her son was appointed sole executor. Messrs. George A. Rathbun and Amos Green, members of the bar at Lexington,, were the subscribing witnesses. .Col. Rathbun testified that Mrs. Catron dictated the old will; that it was read over to her, and she signed it. All the evidence tends to show that at that time Mrs. Catron was a woman of strong mind and of unusual will power.
Jas.- F. Catron testifies further that when Mrs. Catron said to him she thought of making her will, he said to her “I thought you had a will.” She said she did make one twenty years ago, but that she understood Mr. Rathbun, one of the witnesses, had moved away, and Mr. Green, the other witness, was reported to be dead, and that her son was the sole executor, and some question might be raised as to his eligibility, as he was a non-resident of this State; that if he could not act the McFadins would probably become her executors, and she did not want them to have anything to do with her estate.
It was also clearly shown by the testimony of Messrs. Thomas Catron and Sam Houston that she had consulted each of them as to how she could devise property to plaintiff so as to keep plaintiff’s husband from disposing of it, and she was told by Thomas Ca-tron it could be effected by the intervention of a trustee. She gave as a reason that her husband, Minitree Ca-tron, the father of plaintiff, Mrs. McFadin, had given
George Catron further testifies that after he had prepared the will in contest she discussed with him who should be the subscribing witnesses. She had nominated and appointed Thomas A. Catron and James F. Catron to be executors of her will, and she inquired whether the fact that James F. was named as executor would disqualify him as a witness; she thought he might not be competent. At her request then James F. Catron, Mary Terhune and Lock Terhune were invited into her room and she said to them she had had her will written, and taking it up from the table, she said: ‘‘This is my will.” “I have sent for you to witness me sign it, and to sign it as witnesses.” She then signed it in their presence, and they in her presence and the presence of each other, signed it as witnesses.
These circumstances indicate how clear the mind and memory of Mrs. Catron was. She recalled distinctly the execution of a former will, which she had not seen for twenty years; the names of the subscribing witnesses; fears that Green’s death and Col. Bathbun’s removal might cause that old will to fail for want of proof; she remembers that her son is her sole executor in that will and being a non-resident might be incompetent to act, and hence she determines to execute a new will. When she comes to dictate the new will she evinces no less clearness of mind and certainty of purpose. All of these witnesses testify that she was a woman of fine judgment, good business capacity and extraordinary firmness.
We have searched in vain for any evidence of a desire upon her part to revoke or retract it. Notwithstanding her age and suffering from rheumatism and cancer we discover nothing in all this voluminous
We think the court should have instructed the jury that there was no evidence before them to justify a verdict that at the time Mrs. Catron executed the will in contest she did not have sufficient capacity to make the same. This we consider the established practice in this State. Jackson v. Hardin, 83 Mo. 175; Maddox v. Maddox, 114 Mo. 35; McFadin v. Catron, 120 Mo. 252.
When the formal execution of a will according to the requisites of the statute, is shown, as it was in this case, beyond a peradventure, and the subscribing witnesses testify to the proper age and sanity of the testator, a will prima facie valid is established and it then rests upon the contestant to overcome this presumption by substantial evidence. Carl v. Gabel, 120 Mo. 283.
How was this burden overeóme? The earnestness of counsel demands that we enter upon a somewhat minute examination of the evidence which they claim successfully established a prima facie case of incapacity.
A. T. Catron, a nephew of Mrs. Catron, testified that in 1873 his father desired him to go to school in Lexington and he asked Mrs. Catron what she would charge him for board and she told him to see Terhune; that she had promised him not to do anything without consulting him. When he became importunate and insisted on her telling him her price, she was very firm in refusing to do so, and he left. Terhune was under contract to furnish half of the supplies and was at that time entitled to one half of the house.
He admitted that he testified on the former trial that he had transacted business with Mrs. Catron in August, 1890, séveral months after the will was executed, and was asked what was the state of her mind then and had answered “I think it was good.” He had never questioned her sanity. He testified also that during the last year of Mrs. Catron’s life “she grew feebler bodily.” “I would judge her mind was not as strong as it was in early life.” “I considered she had a failing mind.” “I don’t think her mind was as strong as in previous years.” He further testifies that on one occasion he was at her home and she told him that Terhune had fed six or seven cows on their common lot of corn, and she asked Terhune if he did not pay extra for his extra cows, and he said no. She appealed to the witness to know if Terhune had acted fairly, and he told her he had not, and she subsequently refused to pay Terhune the half of some other expense until he settled for the cow feed.
. He testified she had rheumatism and the cancer from which she suffered much pain. In another place he says: “I think when she was in good health she
Col. Joseph Davis, then in his seventy-sixth year, testified that he saw Mrs. Catron in 1870 and again in ,1885. Asked as to the condition of her mind in 1885,' replied: “I can not express it properly in any other way than that her mind seemed to be declining with her body.” “I had no conversation with her to bring out anything of the kind; just her general appearance and manner.”
Mrs. Fletcher was not examined in chief as to Mrs. Catron’s mental capacity but admitted on cross-examination that her conversation was clear and explicit. She supposed she knew what she was talking about. Greorge Gordon saw Mrs. Catron in the spring of 1890. Had not seen her for four or five years. He stopped and took dinner. He talked with Henry Catron and Terhune principally while there. Mrs. Catron was not feeling well. Didn’t talk to her much. Her dinner was served in her room. He thought her mind had failed considerably. He thought she was weak in mind and body without stating any single fact which rendered his opinion competent. Houston gave his opinion also that she was weak and childish. He based his opinion on the fact that Mrs.- Catron did not seem to remember where lie lived at that time; that “she told me or the children to go away;” complained
Wesley Johnson, who was exceedingly deaf, thought Mrs. Catron was childish because she asked him twice in one conversation where he lived and what caused his wife’s death. He went to collect a stallion bill and she asked him to wait until Terhune returned, and when Terhune told her it was correct she paid it. He, moreover, attempted at that time to buy her mules, calves, and other property. He stated no fact from which anyone could form the most remote idea of incapacity on her part. The old lady very naturally and modestly declined to discuss' a stallion account with him, but referred him to her agent, Mr. Terhune.
Henry Mason, an old negro man who worked for her, testified to her wise oversight over his work.
Minitree McPadin, a son of plaintiff, testified that he had known his grandmother all his life. Her mind he thought was somewhat impaired; was not so strong in the latter part of her life as it had been before. He, however, stated no facts upon which he based his opinion, or drew his comparison. The same must be said of the evidence of Mrs. Evan Young, Mrs. Metcalf, and Mrs. Huston.
They merely state in a word that she was becoming enfeebled in mind with old age, but the mere statement that a mind is weaker at one time than it was at another imparts no information as to the capacity of the person to make a will at the time of its execution. Such indefinite generalities will not suffice. The law exacts something more definite and tangible than such assertions to destroy the presumption of capacity.
On the other hand plaintiff offered checks of Mrs.
While Mrs. McEadin testified in a general way that her mother’s mind failed rapidly in her last years, she fixes the occasions when she observed this to be when her mother had violent pains and spells of choking. Her own evidence clearly indicates that when not so suffering her mother neither did nor said anything irrational. Not only did plaintiff fail to show such want of capacity in her mother to make a will at the time it was executed by affirmative evidence, but her own witnesses who had opportunities of really judging of Mrs. Catron’s capacity, established the contrary. Mr. Robinson, a witness for plaintiff who boarded with her, talked considerably with the old lady and found her exceedingly interesting, intelligent and sound-minded. Mr. B. R. Ireland, a merchant and banker in Lexington, testified she was a woman of good, sound judgment. Never saw anything to the contrary. John Catron, her brother-in-law who had known her since 1833, testified that she was a woman of good common sense and strong mind. She was of a positive, firm character, and disposed to have her own way. She had an opinion of her own and generally held onto it.
But conceding that Mrs. Catron was growing more feeble, both in mind and body, and this is the utmost that can be ascribed to all of this evidence, yet again and again has this court and other courts of last resort determined that these circumstances alone did not disable her from making a will. Her capacity to make her will was clearly established. Couch v. Gentry, 113 Mo. 248, and cases cited.
It will be helpful before examining the evidence to ascertain what the law of the land denominates “undue influence.”
In Williams on Executors [7 Am. Ed.], p. 58, it is said: “ It must not be the influence of affection and attachment; 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; further, there must be proof that the act was obtained by coercion ; by importunity that could not be resisted; that it was done merely for the sake of peace; so that the motive was tantamount to force or fear.” In Boyse v. Rossborough, 6 House of Lords, 6, the subject of undue influence received full consideration, and Lord Chancellor Cranworth, as the result of that examination and deliberation, said: “In a popular sense we often speak of a person exercising undue influence over another when the influence certainly is not of a nature which would invalidate a will.” * * '* “In order, therefore, to have something to guide us in our inquiries on this very difficult subject, I am prepared to say. that influence, in order to be undue within the meaning of any rule of law which would make it sufficient to vitiate a will, must be an influence exercised either by coercion or by fraud. In the interpretation, indeed, of these words, some latitude must be allowed.” It was held by this court in Jackson v. Hardin, 83 Mo. 185, that: “The influence denounced by law must be such as amounts to over-persuasion, coercion or force, destroying the free agency and will power of the testator. It must not be merely the influence of affection or at
Nor have the cases been wanting in which the quantum of proof requisite to establish such undue influence has been discussed and determined. Thus, it is held that the existence of the motive ap,d opportunity for undue influence will not, in the absence of affirmative evidence of its exercise, warrant the presumption of such undue influence in a case where the testator’s mind is unimpaired and where he has an opportunity to, and did, understand the provisions of the will. Brinkman v. Rueggesick, 71 Mo. 553; Sunderland v. Hood, 84 Mo. 293; Myers v. Hanger, 98 Mo. 433; Cudney v. Cudney, 68 N. Y. 148; Bancroft v. Otis, 91 Ala. 279.
The House of Lords in Boyse v. Rossborough, 6 H. of L. Cases, 2, further held that in order to set aside the will of a person of sound mind: “It is not sufficient to show that the circumstances attending its execution are consistent with the hypothesis of its having been obtained by undue influence. It must be shown that they are inconsistent with a contrary hypothesis.”
With these tests in view we have endeavored to separate the facts in evidence from a large mass of incompetent and misleading matter improperly injected into the case.
These facts are that Mrs. Catron had but two children, plaintiff a daughter, and defendant a son. Neither of these children lived at home at the time of their father’s death. Both were married prior to the decease of their father. It appears that in his lifetime Minitree Catron had given each of his children a tract of land,
After defendant went to Nebreska City to live, his custom was to visit his mother once or twice every year. When he was in Missouri on a visit in May, 1867, his mother gave him her will in a sealed envelope which he testifies was not opened until December 31, 1891, after her death and the bringing of this suit. By that will she devised to defendant all her real estate for his life, remainder to his children, and all of her personalty except the $4,000 bequeathed plaintiff.
By the will in contest he is made the residuary legatee and devisee of all her estate, both real and personal, after the payment of the legacy of $5,000 to Mrs. MeFadin for her life, and the remainder therein to her children. It will be observed that by the last will plaintiff and her children receive $1,000 more than under the first, and that under neither do they receive any part of the land.
It is difficult to discern a motive on part of defendant to obtain the execution of a new will whereby defendant would receive $1,000 less than under the first will. No reason whatever is given why he should
The evidence demonstrates that the defendant had succeeded in amassing a fortune of $100,000 by his own efforts, and that his bearing to his mother was at all times dutiful and affectionate. In 1875 at her solicitation he prepared to come and live with her, but after having repaired the house he decided not to come because his mother wrote him his sister, the plaintiff, objected. His yearly visits to his mother continued until the year 1890. Mrs. Catron had become afflicted with ' a cancer and on defendant’s visit in the spring of that year he determined she ought to have more constant and intelligent care than she could obtain from her negro servants. At this time she was still able to walk about the place. Indeed the evidence shows that she was never confined to her bed until the last two months of her life. The negro house girl was deaf and dumb, and defendant thought his mother ought not to be left at her age with so incompetent a servant. He procured a better servant for her and then - returned to his home in Nebraska City. During his absence the will in contest was executed. He returned in about two weeks and remained most of the summer with her.
We have laboriously gone through the charges and counter charges as to the mother’s lack of affection for her children, but one fact stands out clear and distinct, that whatever other faults the defendant may have, this record conclusively establishes, by the testi
The charge that he failed in his duty because he did not remain on her farm after the war and care for her is not founded upon sound reason. Mrs. Catron, with her unusual vigor, really needed no one to manage for her at that time. It must ever redound to the credit of defendant that, instead of becoming a pensioner upon her bounty, he went out into the world and made his own home and fortune. It would be an unnatural father or mother who would not rejoice more in the success of a son, who, unaided, won the respect of the community into which he cast his lot, and attained the enviable position which the defendant is shown to have acquired in Nebraska City, than in one who would calmly sit down and subsist upon the products of a farm won by the energy of his parents.
We doubt not that the success of her son was the sweetest reflection that cheered the life of Mrs. Catron in her old age. Had he been less self-reliant, had he made himself a burden on his mother, or had he made her home his home, all these years, and deprived his
The one great fact upon which the charge of undue influence seems to rest, is, that during the defendant’s visit in May, 1890, on one occasion the door of his mother’s room was locked or bolted while he was with her. It is assumed that then and there he extorted a promise from his mother that she would make the will in his favor, as she subsequently did; that he then and there wrought upon her fears by threatening to throw himself before a train and commit suicide; that immediately after being locked in the room with his mother the defendant went out to examine some fencing, and that when he returned found his mother greatly excited, that is to say, she was alarmed lest he had gone to commit suicide.
No witness testified to a single fact that occurred in that room on that occasion, except the defendant. His explanation is simple and natural. He says that his mother’s house was on the highway to Lexington; that Terhune’s children frequently annoyed his mother
The surmises of plaintiff that influence was exerted on that occasion, unfortunately for her, are baseless so far as evidence was adduced to sustain them. They show only an opportunity and a motive, but that is all. As we have seen, opportunity and motive are not enough. It must be shown that the undue influence was exerted. The claims of plaintiff are contradictory. On the one hand she endeavors to show defendant prejudiced his mother against her, and yet shows that her mother always, even to the last, was affectionate
When this case was here on the former appeal it was said: “The presumption is in favor of the validity of the will, and it can not be that the mere fact of unjust discrimination in its provisions, without more, shifts the burden on defendant.” Inequality alone raises no presumption of undue influence. Farmer v. Farmer, 129 Mo. 530; McFadin v. Catron, 120 Mo. 252; Maddox v. Maddox, 114 Mo. 35; Berberet v. Berberet, 131 Mo. 399. This being so, it was error to submit the issue of undue influence to the jury. Eckert v. Flowry, 43 Pa. St. 46; Jackson v. Hardin, 83 Mo. 175.
We have hesitated long in holding that there was no substantial evidence upon which to submit this case to a jury, but it has been twice tried and on neither occasion was there elicited any evidence of a substantial character tending according to the well defined principles of law to prove that defendant had practiced any fraud, or had resorted to any undue influence, as these terms are construed by the courts, to coerce' or extort from his mother the execution of this will in his favor at the time of or prior to its execution, and it is the imperative duty of the court to so declare.
It is not necessary that resort should be had to the evidence offered to show that Mrs. Catron was prejudiced against her daughter. The evidence abundantly shows that Mrs. McFadin is a lady of ardent temperament, and that while it may be possible she may have said some unkind things in a moment of excitement, yet she seems to have been a dutiful daughter and cheerfully and lovingly rendered her mother the most loyal service at all times and especially in her illness. It is sufficient for us to rule upon this case that the competent and legal testimony in plaintiff’s behalf fails
The judgment is reversed and the cause remanded with directions to the circuit court to enter judgment that the paper writing propounded as the last will and testament of Martha Catron be established as the last will and testament of said Martha Catron, and that defendant recover his costs laid out and expended.
ON MOTION IN BAÑO TO TRANSEER CAUSE TO THE COURT IN BANC. —MEMORANDUM.
Plaintiffs have filed a motion in the court in bcmc for a transfer of the cause thereto from the second division upon the alleged grounds that the decision of that division infringes upon plaintiff’s constitutional right to a trial by jury, is not “due process of law,” etc.
It was held by the majority of the court in banc in State v. Duestrow (1897) 137 Mo. 44 (39 S. W. Rep. 266) that “motions filed subsequent to a judgment in a cause are matters pertaining thereto, and must be filed in the division which rendered the judgment.” The plaintiffs make no claim that this case falls within any of the classes named in section 4 of the constitutional amendment of 1890, or that the decision of the second division is in conflict with any ruling of the first division or of the court in banc, nor is any suggestion made beyond the claim that there is error in the opinion of the division in respect of certain rights claimed by plaintiffs, and on which the second division