97 P. 935 | Mont. | 1908
delivered the opinion of the court.
The above-named appellant filed her petition in the district court of Silver Bow county, praying for the admission to probate of the will of Mary Miller, deceased. It is recited in said petition that the probable value of the estate is at least $25,000. In and by the will offered for probate the testatrix gave to the appellant the sum of $250, and to the respondent, her daughter, she left all the rest and residue of her estate after the payment of her debts and funeral expenses. The appellant was named -is executrix of said will. The respondent filed a contest to the petition of the appellant, and alleged in said contest, among Dther things, that the testatrix never signed the will offered, and never asked or requested any person or persons to sign her name to said instrument; that she never asked nor requested any person or persons, to sign said will as witnesses, and especially that she never asked nor requested the witnesses who actually signed the will to sign the same as witnesses; that she never declared the instrument to be her last will and testament; that she was in such a weak mental condition at the time of making and signing the instrument that she did not know or realize what was being done; that the signing of her name to said will was done without her knowledge or consent, was a forgery, and not her signature; and, finally, that she was not in a mental condition to make a will and was under duress at the time and the undue
After hearing testimony, the court rendered its decision as follows: “In this proceeding heretofore tried by this court the court finds for this plaintiff, and concludes therefrom that the will offered for probate by defendant should be, and it hereby is, rejected. It is the further order of the court that this will offered for probate by plaintiff be admitted thereto. I am of the opinion the proof not only fails to show that the ‘Bush’ will was executed and attested as prescribed by statute, but preponderates to the contrary in these particulars, viz., it appears testatrix did not declare to both attesting witnesses that the instrument was her will, and it appears testatrix did not request the attesting witnesses to sign the instrument. The implications usually indulged, that, where testator and witnesses all sign the instrument in each other’s presence, the foregoing requirements were satisfied, arise in cases where the testator is in possession of all faculties, and capable of clear observation and understanding. They cannot be indulged here, where the testatrix was on the verge of dissolution and in a semi-conscious state, with all her faculties dulled and dormant by the near approach of death. It is admitted the will offered by plaintiff is entitled to probate on rejection of this ‘Bush’ will,” and afterward a judgment was entered in accordance with the opinion of the court. The appellant then made a motion for a new trial, which motion was overruled, and she now appeals to this court from the order denying the motion for a new trial, and also from the judgment.
Robert R. Diamond was sworn in support of the petition of appellant. He testified: “I was in Mrs. Miller’s room at the time her will was witnessed. Mr. Rotering asked me to sign this will as a witness. Mrs. Miller asked Mr. Rotering to take
Harland H. Townshend testified: “I am a physician and ¡surgeon. I was one of the physicians that attended Mary Miller, deceased, during her last illness. I did not see the will made. I was present when the will was signed, and I walked in as she had the pen in her hand. She was at that time, I think, perfectly rational, so far as her mind was concerned. I signed my name as one of the subscribing witnesses. I signed it at the request of Nicholas Rotering, in the presence of Mary Miller and R. S. Diamond, the other subscribing witness. Mary Miller died at the hour of 12:25 A. M. the next day. She made her will approximately about 9:30 P. M. on July 18, 1907. I did not know her condition prior to the 18th. She died of intestinal obstruction, but the direct cause would be heart failure from pressure of gas that collected in the bowels. She was not in misery from said trouble. I first called to see her about 2 o ’clock and remained there thirty or thirty-five minutes. I then gave her hypodermically a heart stimulant, which was a grain of strychnine and no other medicine. I probably gave her two more injections during the evening. At the first visit her condition was serious, but I did not consider her in immediate danger at that time. My next visit was just before 6 o’clock. I then stayed about twenty minutes. At that time she was considerably weaker, and her bowels more distended. She did not suffer extremely, was breathing short, but not much pain. The depression was quite marked then. I considered her dangerously sick at that time. She did not talk a great deal. I did not think she could get well, but she was not in a dying condi
Thomas P. Bush testified: “I am a son of Mrs. Bush. I was present when this will was made, and I had a conversation with the deceased in regard to getting a lawyer for her. She asked me if I would go up and get Mr. Botering for her, and I went and got him, and he drew up the will for her. I heard Mr. Botering telling the witnesses here to sign their names to the will. He asked Dr. Townshend if he would sign the will. I remember that. I heard Mr. Botering ask Mr. Diamond to sign the will. I did not hear any conversation between Mr. Botering and Mrs. Miller.”
N. A. Botering, an attorney at law, testified: “The instrument you hand me is the will I drew up for Mrs. Miller on the eighteenth day of July, 1907. I made out the will at the request of Mrs. Miller, and the signatures in the will are genuine. I requested the witnesses to sign for Mrs. Miller. I was instructed by Mrs. Miller to draw up the will as I drew it up, and I drew it up according to her wishes. I did not see Mrs. Miller when I drew up the will. I had seen her in the morning. She asked me to look up some property for her on Copper or Quartz street that was in litigation, and also as to whether or not she had a damage case for being run over by a horse and buggy. That was in the morning when I saw her, and she stated at that time that later on she would send for me to draw up a will for her. She said that Mrs. Bush was to receive $250,
■ Dr. P. H. McCarthy testified for contestant: “I went into Mrs. Miller’s room with Dr. Townshend. When we went in there, we found a lady perhaps forty-five or fifty years old; and she showed that she had been sick for quite a while, and found
A witness by the name of Peck testified that he was present when the will was signed; that he asked Mrs. Miller how she was, and she said she was pretty sick; that he could hear her,
The contestant testified that the property originally belonged to her, and that she transferred it to her mother when she went to Mexico. Other witnesses, however, gave testimony that would seem to indicate that the deceased treated the property as her own and referred to it as “my property”; and one witness testified: “She [deceased] also said that through work and saving they had accumulated sufficient to last the both of them. Her money was hard earned, honestly got, and every dollar that she had in the world went to her daughter.”
Mrs. Provencial testified that she knew Mrs. Miller for about a year and a half before her death and heard her speak of Mrs. Bush’s kindness to her the morning before she died; that witness was present when she died, and also when the will was made; that she asked for food several hours after the will was made; that deceased told her that, if she died, she ‘ ‘ did not want her daughter to look at her dead face”; that witness was present when Mr. Rotering came in with the papers; that she was there all the time Mr. Rotering was there, and she did not see him write out the will, although she was in the room; that she was busy with Mrs. Miller; that, if a question were asked of Mrs. Miller, she would answer it; that she answered the questions of the doctors; that Dr. Townshend wanted to send for her daughter; that she said the paper was her will in the presence of Dr. Townshend and Dr. McCarthy; that witness did not hear her ask Dr. Townshend and Mr. Diamond to sign as witnesses; that after the will was read to deceased she said it was her will; that this was before the doctors came in; and that nothing was said about the will by anybody while the doctors were there.
Several witnesses testified that Mrs. Miller had a great affection for her daughter. A nonexpert witness testified that in the month of June, 1907, Mrs. Miller “was very weak-minded
The foregoing is substantially all of the testimony bearing upon the physical and mental condition of the deceased.
It will be unnecessary to notice assignments of error based upon the court’s rulings at the hearing against the appellant, because we are of opinion that the learned district judge erred in denying the appellant’s petition for the probate of the so-called “Bush” will.
Section 4726, Revised Codes, reads as follows: “Every will, other than a nuncupative will, must be in writing; and every will, other than a holographic will, and a nuncupative will, must be executed and attested as follows:
“(1) It must be subscribed at the end thereof by the testator himself, or some person in his presence and by his direction must subscribe his name thereto.
“(2) The subscription must be made in the presence of the attesting witnesses, or be acknowledged by the testator to them, to have been made by him or by his authority.
“(3) The testator must, at the time of subscribing or acknowledging the same, declare to the attesting witnesses that the instrument is his will; and,
“(4) There must be two attesting witnesses, each of whom must sign his name as a witness, at the end of the will, at the testator’s request, and in his presence.”
The first question presented is whether the deceased was competent to make a will. It appears that she had been injured in some way, and was suffering from an obstruction of the bowels. She died about three hours after the will was made. No tes
Let us next inquire whether the statutory requirements were observed. The district court found, in effect, that they were, if she was of sound and disposing mind. We will take up section .4726, supra, by paragraphs.
1. A will must be subscribed at the end thereof by the testator himself, or some person in his presence and by his direction must subscribe his name thereto. If she was capable of making a will, as we think she was, there can be no question that the mandate of this paragraph was carried out. Knowing what she was signing, she held the pen in her hand, and she and Mrs. Bush together signed her name after she had requested Mrs. Bush to assist her.
2. The subscription must be made in the presence of the attesting witnesses, or be acknowledged by the testator to them, to have been made by him or by his authority. Diamond testified that he saw the testatrix sign the will, and Townshend said: “I was present when the will was signed. I walked in as she had the pen in her hand.”
3. The testator must at the time of subscribing or acknowledging the'same declare to the attesting witnesses that the in
In the case of Trustees etc. v. Calhoun, supra, the court, through Mr. Justice Gould, said: “Take, then, the whole transactions of the day, and consider them as a whole, and can there be any doubt that Mr. D. [the testator] intended that Starr [the person who drew the will] was to see that the will was duly executed, and that, whether or not he distinctly heard every word that Starr said to the other witness, he knew what was going on, and heard enough to keep himself fully aware of what Starr was doing and the substance of what he was saying. * * * The purpose of the statute is to make sure that the testator is aware that he is making a will, and that he be not imposed on and procured to sign a will when he supposes it to be some other instrument. * # * It is, of course, too late to claim that the facts making due execution must all, or any of them, be established by the concurring testimony of the two
In the case at bar the witness Diamond testified that the deceased said in the presence of Townshend, the other attesting witness, that she knew it was her will. This witness is abundantly corroborated. Dr. Townshend testified that he did not hear her say anything about making a will, and that she did not ask him to sign as a witness. His mempry, however, is at variance with the attestation clause of the will. It is not essential that the testator should expressly ask the subscribing witnesses to sign or expressly declare the instrument to be his will. All the attending facts and circumstances should be considered in order to determine whether the statute has been substantially complied with so as to carry out the intent with which it was adopted. Our conclusion in this manner is borne out by the following authorities: Rogers v. Diamond, 13 Ark. 474; Ames v. Ames, 40 Or. 495, 67 Pac. 737; Deupree v. Deupree, 45 Ga. 415; Denny v. Pinney, 60 Vt. 524, 12 Atl. 108; Ludlow v. Ludlow, 36 N. J. Eq. 597; Grimm v. Tittman, 113 Mo. 56, 20 S. W. 664; Ayres v. Ayres, 43 N. J. Eq. 565, 12 Atl. 621; 1 Woerner’s American Law of Administration, sec. 40, p. 71; In the Matter of Hunt’s Will, 110 N. Y. 278, 18 N. E. 106.
Mr. Schouler in his work on Wills, section 326, says this: ‘‘A declaration before the witnesses in express terms that the instrument is one’s last will best satisfies the statute; but less than this is considered acceptable, provided that in some way the testator makes this fact known by acts or conduct, or, better still, by words. And, bearing in mind that the main object of such legislation is to repel fraud and establish a bona fide testament, we may assume that a substantial rather than a literal compliance with the statute formalities is sufficient.” (See, also, 30 Am. & Eng. Ency. of Law, 2d ed., p. 589.) In the case we are
4. There must be two attesting witnesses each of whom must sign his name as a witness, at the end of the will, at the testator’s request and in his presence. “The request to the witnesses to sign may be by words or signs. No particular form of request is necessary, and it may be implied from acts. Anything which conveys to the witnesses the idea that they are desired to be witnesses is a good request. Even a knowing acquiescence may be equivalent to an actual request in words. Thus the testator need not make the request himself, but it may be made by the draftsman, professional adviser, or other person present, provided the testator’s intelligent acquiescence distinctly appears.” (30 Am. & Eng. Ency. of Law, p. 596, par. 11.) ■ • !
We are of opinion that the statutory requirements were substantially complied with in the execution of the “Bush” will, and that it should have been admitted to probate.
The judgment of the district court of Silver Bow county and the order denying a new trial are reversed, and the caus.e is remanded with instructions to dismiss the contest and grant the prayer of the contestee for admission of the will of July 18, 1907, to probate.
Reversed and remanded.