248 Mo. 423 | Mo. | 1913
This is an action under the statute to contest the will of one James A. Naylor, which comes here on appeal from the circuit court of Platte county. The defendants below are the appellants here. The original petition was filed on the 19th of January, 1909, in the Circuit Court of Platte county, and the case was tried therein on the 7th day of December, 1909, at the December term of said court.
The answer of defendant Board of Trustees of Park College averred that the instrument in question was the last will and testament of said Naylor; denied generally the allegations of undue influence and lack of testamentary capacity, and prayed that an issue be framed as to whether such instrument of writing was, or was not, the last will of said Naylor, and that the same be adjudged to be in fact the testator’s last will and testament. Answering in his individual capacity, defendant Duncan McRuer also denied' generally the
In passing, it may be noted, that the amended -petition averred that the death of testator occurred on the 12th day of August, 1907; that at the time of his death he was seized of an inheritable estate in real estate and personal property in said Platte county; that on the 31st day of May, 1907, or on some day between that date and the date of his death, testator signed and published the instrument in writing in question; (as to the date of the execution of the contested will a very sharp issue of fact arose upon the trial.)
The petition further averred that on August 12, 1907, the written instrument in question “was duly probated by the probate court in the said county of Platte,” and that on the 28th of August, 1907, the defendant Duncan McRuer qualified as executor thereunder; that letters of execution (sic) were issued to him on the 2nd day of September, 1907, and that he thereupon took possession of the property purporting to be bequeathed and devised by the writing aforesaid, and that he was at the date of the filing of the petition pretending to act thereunder, as such executor. The above facts, of the death of testator in August, 1907 (precise date not given); of the seizin of the estates charged in the testator at the time of his death; of the probate of the will, and of the granting of letters testamentary, all as set out in the petition, were admitted by the several answers.
The plaintiffs in the case are Randall B. Naylor, son of deceased testator; Elfie Olmstead, his daughter; Z. T. Olmstead, husband of the said Elfie (and who, except as such husband, has no other interest in this case), and Lucy M. Naylor, widow of the testator. Randall B. Naylor and Elfie Olmstead are the sole surviving children of the testator. At the time of this suit the said Randall is shown to have .been married, to have been of about the age of thirty years, and to have had two children; the said Elfie is shown to have been about thirty-five years of age, married and the mother of two children.
Defendant Park College, which is sued by its board of trustees, is a corporation, the governing power of which seems to be vested in a board of trustees. “Park College Family” is an adjunct of Park College, which college, as its name indicates, is an educational institution, located at Parkville in Platte county. The precise nature of Park College Family, except that it is “an adjunct” to Park College, is left from the testimony somewhat obscure; but it seems to have been a department of the college governed and. managed by the board of trustees thereof, partly maintained by said board, 'and partly, and, as witnesses say, very largely, by voluntary contributions. The object of Park College Family was to render financial assistance to indigent students of Park College, to enable them to obtain an education by affording opportunities to such students for manual labor and by means of the voluntary contributions referred to, to donate to such students small sums of money to eke out such earnings. Defendant Duncan McRuer was the trustee named in the will, hereinafter set out, and was also, as heretofore stated, named as executor thereunder. He was a young man, a student at the time-in Park
The will which forms the subject of this action, and about which the contest was waged, is as follows:
“I, James A. Naylor, of Platte county, Missouri, do make, publish and declare this my last will and testament, hereby revoking any other such instrument by me at any time heretofore made.
“First: I direct that all my just debts, including the expenses of my funeral, shall be paid as soon as possible after my decease.
“Second: To my beloved wife, in lieu of dower and all other allowances to which she may be entitled by law, I give, devise and bequeath all*my household furniture, bedding, dishes, utensils and other articles used in or belonging to my household at my death, to be hers absolutely and forever; also lots twenty-six, twenty-seven and twenty-eight, block three, in Husted and Stumpf’s Addition to Wyandotte City, now Kansas City, Wyandotte county, Kansas, to be hers for and during her natural life.
“Third: The remainder, after the term of the life estate of my wife in and for said lots twenty-six, twenty-seven and twenty-eight, block three, in Husted and Stumpf’s Addition to Wyandotte City, now Kansas City, Wyandotte county, Kansas, has expired, I devise to the Board of Trustees of Park College, to be held, disposed of, invested or re-invested by it from time to time as it deems best, for the sole benefit of Park College Family, the income there'of to be devoted to the maintenance of said Family, forever.
“Fourth: I give, devise and bequeath unto Duncan McRuer, of Parkville, Platte county, the residue of my estate, of whatsoever nature and wheresoever-found, the same and all of it to be held in trust and*434 managed, preserved and disposed of as hereinafter directed, that is to say:
“(1) He shall, immediately after my decease, take possession of my real estate, other than that devised to my wife for life with remainder to the Board of Trustees of Park College for the use of Park College Family; leasing, repairing, insuring, and rebuilding any improvements thereon which may be destroyed, if in his judgment such rebuilding is desirable ; collecting the rents therefrom, and in every way caring for the same, while possessed thereof, in a good businesslike manner, to the extent, that I might or could do if living and possessed of the same; paying from the income thereof all taxes, expenses or other charges of any kind arising out of, or necessary to, the proper management of said estate as aforesaid.
“(2) I desire that he shall keep an oversight of the affairs of my said wife, to aid and advise her in her business matters; to see that she is at all times properly cared for; to pay her out of the income of the real estate in his hands as trustee, during her lifetime, the sum of one dollar per day, said payments to be made twice each year or oftener, if requested by my said wife, and the funds in his hands permit; or in case of misfortune befalling my said, wife, whereby my said trustee deems it necessary or expedient, he may pay for or to my said wife such further sums of money out of said income as he may have on hand, sufficient to relieve or help aid such misfortune; and upon the death of my said wife, I direct that said trustee shall see that she is decently and properly buried, all in a manner in keeping with my estate, and that he pay the costs and expenses thereof.
“(8) Said trustee shall, as speedily as he deems best, convert all of my personal estate not heretofore given to my wife or necessary to be used in paying my debts, into money, all of which he shall turn over to the Board of Trustees of Park College, the same*435 to be held in perpetuity by tbe said board for tbe use' of said Park College Family; and if the fund arising out of such personal estate amounts to less than two thousand dollars, he shall, out of the income from the real estate in his hands as aforesaid, other than that which may be needed for my wife as above specified, annually pay to said Board of Trustees, for the use and purposes aforesaid one-half of said income, until it shall have been paid by him the full sum of two thousand dollars; and the fund thus created, together with the property hereinbefore devised to said board, shall be held by said Board of Trustees as hereinbefore provided, and forever known as the James A. Naylor Scholarship Fund; it being my purpose to make the fund arising out of my personal estate amount to two thousand dollars in any event, but if more than two thousand dollars should be realized out of my personal estate then the whole sum so realized to go to said fund; and in order to make this bequest out. of my personal estate effective immediately on my death, said trustee shall, from the date of my death, pay said board interest on two thousand dollars at the rate of six per cent, per annum until such time as he shall have paid said board at least two thousand dollars out of said fund.
“(4) Said trustee shall, annually, and upon the 1st day of January in each year, pay over to my daughter, Elfie, wife of Z. T. Olmstead, of Los Angeles county, California, and to my son, Bandall B. Naylor, of Leavenworth county, Kansas, the balance of the net income from my estate after making the payments and expenditures hereinbefore named, dividing the same equally between them- and continuing said payments so long as both my said daughter and son shall live; and when one of them shall die, his or her share shall in like manner be paid to the natural heirs of said deceased, so long as the survivor shall live, said survi*436 vor during his or her lifetime continuing to take .the other one-half of said income as above provided.
“(5) Immediately after the death of the survivor of my children aforesaid, I direct said trus'tee (in case my wife also be dead, and, if not, then not until her death) to account to and turn over to the natural heirs of my said daughter and son the residue and remainder of the estate coming to or remaining in his hands, said heirs to take, have and hold the same absolutely and forever, share and share alike, and not in representation of their deceased parents, respectively; and said trustee shall execute and deliver to the parties properly entitled thereto under this provision, all necessary deeds, writings or other documents required to vest the estate hereby created and devised in the beneficiaries named.
“(6) Before entering upon the duties of the trust herein named, said trustee shall execute a good and sufficient bond conditioned for the faithful discharge of his duties, to be approved by the probate or circuit court of Platte county, Missouri; and if for any reason the trustee hereinbefore named should not accept the trust and qualify as such, or if he should die or resign or a vacancy should otherwise occur, then the circuit court of Platte county, Missouri, shall, as provided by law, appoint some other suitable person to execute the trust, which person I desire to be a responsible citizen of Pettis or Waldron township in Platte county.
“Fifth: I do nominate and appoint Duncan Mc-Ruer, of Parkville, Missouri, executor of this will.
“In testimony whereof, I hereunto subscribe my name this 31st day of May, A. D. 1907.
“ James A. Naylor.
“We attest the foregoing will by subscribing our names hereto at the request of the said James A. Nay*437 lor, and in his presence and in the presence of each other, this 31st day of May, 1907.
‘‘John T. MoBuer,
“George W. Barnes.”
As offered upon the trial and as admitted in the pleadings, an order of probate was entered by the probate court of Platte county on the 27th of August, 1907. (The pleadings charge and the answers admit respectively, that probate was had on August 28,1907; evidently an error but in nowise pertinent.) The will was witnessed by George W. Barnes and John T. Mc-Euer, as aforesaid, the latter the attorney who drew it. Their statements pursuant to statute, were taken by the probate court at the time of entering the order and attached in due form to the alleged will.
Defendants upon the trial, as proponents of the alleged will, assumed the laboring oar, and called, among other witnesses, John T.'McBuer, who testified in substance that he was one of the subscribing witnesses to the will; that the other subscribing witness was Mr. George W. Barnes, or a gentleman introduced to him by the testator as George W. Barnes; that he saw the testator sign the will; that this signature was had in the presence of the witness and said Barnes; that the testator declared the instrument to be his will, requesting the witness and Barnes to sign the same as' subscribing witnesses, which they did in testator’s presence and in the presence of each other. The witnesss further stated that George W. Barnes, the other subscribing witness, was at the time of the trial, in St. Clair county, Missouri, and that he had ascertained this fact on the preceding Monday. (Barnes was not a witness in the case for either side upon the trial.) Witness McEuer further stated that he had known the testator since about the year 1882; that he (witness) was an attorney at law and was for many years the adviser and counselor of testator. Quoting this witness in this behalf, upon being asked whether he ever
“He says, ‘I want all I'have got in the way of household furniture and such as that to go to the old lady, and I want her to have the use of the house and lot in Kansas City during her life and then I want it to go to Park College the same as the other. I want two thousand dollars to go to Park College Family. It will help some poor boy or girl to get an education. I want it to go in my name. ’ I had stated to him before and I re-stated to him how it could be done. That it would assume the form of a scholarship which*439 would provide sixty dollars a year at six per cent, being one thousand dollars. That was calculated to be enough, with what the college itself provides, for clothing and board and to get text-books and tuition and carry a student through the year. That would carry two.
“Q. You mean two thousand dollars at interest! A. Yes, sir.
“Q. Was that what he said to you? A. Yes, sir.
“Q. And two thousand dollars would carry two students? A. Yes, sir; two thousand dollars he wanted to put in. That was the sum. He says, ‘Now, I want that perpetuated just as long as that Family exists there. As long as poor girls and boys come there,’ or something like that. He says, ‘Now, in regard to this property here: I have these two farms and I want that to stay in my own blood just as long as I can keep it. I want you to make it that way in preparing the will. My son and daughter haven’t cared for what I have already given them and they will not care for this. However, I want them to have the benefit through life from this property. I want the^p to have the profits from this property as long as they live and my wife lives. After that I want it to go to my grandchildren to take care of them. They are the ones I am looking out for. They are as much my blood as my son and daughter are.’
“Q. What, if anything, was said about any one to care — A. Well, that came up sometime before, I think. He said he wanted a young man, one who would be there probably permanently and who was of good habits and station and whom he could trust to take care of that property to go ahead and dispose of it; carry the property on.
“Q. Carry'out the. provisions of-the. will? A. Carry them out in the proper manner. I suggested Walter Higgins, a young man who—
“Q. Bid he know him? A. Yes, sir; he did. I mentioned Walter’s name. Says he, ‘Have you no boy*440 of your own old enough, to be trustee in this matter?’ I told him yes. I says, ‘Yes, I have a boy who is of age.’ He says, ‘Well, I want to see him. You send him up and let me talk, to him. ’ He instructed me to hold the matter of writing up the will until he had decided on the trustee. Which I did. I think it was after that he told me he had talked with George Naylor about it and George said he believed it was a good selection. Anyway I got word to insert his name in the instrument.
“Q. Whose name? A. Duncan’s, Duncan Mc-Ruer’s.
“Q. Your son he had spoken of? A. Yes, sir.
“Q. Mr. McRuer, coming back to the time when ‘Exhibit A’ was executed, and the time when you went over to Kansas City, Kansas, with it, I will get you to state the physical condition Mr. Naylor was in at that time? A. He wasn’t well. -He was complaining very considerably. ’ ’
On cross-examination this witness stated that he had been,in the employ of Park College since the year 1901; that during that time he was more or less associated with Mr. McAfee in taking care of some of the Park College affairs; that he was'also for a certain time private counsel for Mr. McAfee; that Mr. McAfee was the business manager of Park College, and that Mr. McAfee asked him to cooperate with him in the work for Park College Family; that witness and said McAfee did cooperate in that work for years. “Whenever it was necessary for Mr. McAfee to do this work I was with him. Whenever there were deeds to write or leases do take care of I did it. Whenever there was any work he wanted done along those lines and he asked me to do it I did it. You may call that ‘handy man’ or not, just as you please about that. It is true that we did the work together. I was associated with McAfee in the work for Park College Family, and whatever way that affected the college I
££Q. Well, how old was your son at that time? A. I think he was about twenty-two.
££Q. Was he twenty-two at that time? A. Yes, sir. May be twenty-three.
££Q. He was twenty-three? A.. May be. I think BO.
££Q. Was he a student in Park College at that time? A. Yes, sir.
££Q. Had he ever attended to business of that character before? A. No, sir.
££Q. He was then a college boy? ^ A. Yes, sir.
££Q. Had he been an intimate friend of Mr. Naylor’s? A. No, sir.
££Q. Mr. Naylor never knew there was such a boy in existence until you told him? A. Oh, yes, he knew him, but he didn’t know he was of age.
*442 “Q. He suggested it to you, but you said you had a boy in answer to his question? A. Yes, sir.
“Q. "What did he say to you? A. Why, he inquired concerning him. What kind of a boy he was.
“Q. Didn’t he know him? A. And I told him—
“Q. Will you answer my question? A. I was telling you what he asked me about this boy. You asked me for it. I told him he was a good boy and never had any trouble. That he always assumed the responsibility at home and was a good boy. He told me to have the boy come up there, that he wanted to see him. I told him I didn’t know whether it was worth while considering my boy or not, because he had 1ns college duties to attend to and if it would interfere with that I didn’t want him to have anything to do with it.
“Q. Well, you afterwards found that it didn’t interfere? A. I had nothing to do with it. I let the boy pursue his own course.
“Q. líe didn’t ■ consider that it interfered with his college duties? A. I consider he thought so.
“Q. You were his guide in that matter?
“Defendants object for the reason the question calls for a conclusion of the witness. Objection overruled by the court. Defendants except to the ruling of the court.
“A. Why, I certainly felt that I had the right of guidance over my own boy. If I found out that it was interferinp’ with his duties I would have opposed it.
“Q. He was twenty-three years old? A. Yes, sir, but he was still under my guidance. He was right there and attending school and whenever I felt that it was for his interest to oppose anything I would have done it.
“Q. But you, as his guide, finally reached the conclusion for him — A. No, sir.
“Q. Well, he was. acting under your guidance?*443 You just said so. A. No, sir; I allowed the boy to pursue his own course.
“Q. Didn’t you just say if you thought it was against his interest as a student, you would have opposed it? A. Yes, sir; I would.”
Witness McRuer further says that he afterwards had a talk with testator in which testator requested-him to send his son Duncan McRuer up to see him; that he wanted to talk with Duncan before the will was completed; “he wanted to size him up and see that he had the same ideas of business he had.” That testator afterward .told him that the boy suited him and he wanted him as his executor; that the boy had the same ideas of business and of repairing and keeping up land that he had. It appears from this witness’s testimony, however-, without quoting it, except in substance, that defendant Duncan McRuer had never “run” a farm, nor had he ever rented a farm or collected rents therefrom, or kept up repairs thereon or looked after them generally in anywise; that he had never been engaged in business for himself or for anybody else prior to that time; that he was attending college at the time the will was drawn, but that he had worked with his brother on a farm for three or four years prior to this. This witness also testified touching a conversation had with testator about the changes in the terms of the will of February 22, 1907. This conversation occurred in Kansas City, Kansas, at the home of the testator. According to the witness testator said: “Mac, you have made a misdescription in the real estate here, these lots. He showed me where the mistake was. We talked about it, and I corrected it with pencil upon the old will. He then Said, ‘I want this property here instead of going to the grandchildren I want that added to my bequest to Park College. I feel I ought to do more for Park College than I have done, and I feel it’s right and justice to all that I give them in addition to the two thousand
In passing, it may be said that the will of February 22, 1907, was similar to the one in controversy here, except that but one lot in Kansas City was mentioned and that was misdescribed; that the first will gave a life estate to the widow of testator in the said lots with the remainder over in the “natural heirs” of testator’s two children, while the will in question devises this remainder to Park College; the first will further provided that payment to the natural heirs of Ms children should be deferred until the death of Ms wife and that these heirs should take per stirpes, while the will in question provides that they shall take per capita. There were other minor differences, not necessáry, however, to mention here.
As stated above, there is a sharp contest in the proof as to the date at which' the will in question was actually signed by testator. Barnes, the other of the subscribing witnesses, was not called as a witness and did not testify upon the trial. The widow, Lucy Naylor, says that the will was not signed till July 1, 1907; the witness McRuer, while stating that it was in fact signed on the 31st of May, 1907, is apparently not so frank about the matter as he might have been. On cross-examination the following occurred:
“Q. The will was signed the 31st of May, you said? A. Yes, sir.
“Q. That is true, the date? -It was the 31st of May when the will was .signed and witnessed — this purported will? A. The date shows there, whatever it is.
*445 “Q. The date shows the date it was signed? A. Unless a mistake was made in relation to the date.
“Q. Take the will, this instrument, this purported will, and tell the court if you know when the testator signed the will. A. The will is the 31st of May. That is the best evidence I have on hand.
“By Mr. Hughes: Well, what do you say about it? A. I say the 31st day of May. I certainly could not make a mistake in the date.
“Q. You witnessed that will? A. Yes, sir.
“Q. On the 31st of May, 1907? A. Yes, sir.”
This witness also says that he saw the widow, Mrs. Naylor, on that day; that he spoke to her, but doesn’t remember that he had any conversation with her about his business there and doesn’t know that testator had any such conversation with her. That at the time' of the execution of the will in question testator was up and walking around the house; that he was mentally strong and of sound mind, and that he gave no evidences of the fact that he was suffering from any sort of narcotic or drug or from any mental weakness; that he, witness, was there an hour and a half or two hours; that testator during that time was sometimes reclining upon a couch, and sometimes sitting up, and that testator asked him to read to him the will, which witness did. That testator took the will and began to “peruse” it, but that he could not say whether he read it all or not; that he seemed to study over it for five or ten minutes.
Witness J. P. Tucker, testifying for the proponents of the will, states that he never saw the testator after he went to Kansas City; that he doesn’t recall having seen him later than sometime in the fall of 1906; that he then appeared to be very strong and robust ; was a man of splendid physique and always impressed witness as being a man of strong physical and mental powers; that he took him to be about seventy-eight years of age; that his age was a matter of con
Daniel Lowmiller, a witness for proponents, testified in substance that he had known testator for some forty years; that he saw him in February or March, 1907, and that his condition was then all right so far as witness could see; that mentally he then appeared to be all right. This witness says that he again saw testator in Kansas City sometime in April; that testator then said to him that he was not at all well and that he looked to witness as if he were not well, “looked some tottery and bad,” and that he could see no material change in his mind on the last occasion and that he supposed he was all right; that he would call him a sound man as far as his judgment went. '
Dr. Samuel L. McAfee, called as a witness for the proponents, testified that he was a retired professor of Park College; that he had been an active teacher from 1889 up to three years before the trial; that he knew the testator casually and that sometime prior to the latter’s going to Kansas City, Kansas, he had a conversation with him- in which testator stated that he had concluded to do something to help Park College; that he had known it since he had been there, had known of its doing good to the young men and women attending there and of its fitting them for useful lives, and that he wanted to do something for it; that he questioned the witness as to how he could arrange it, and this witness referred him to Mr. H. B. McAfee. Dr. McAfee also stated that in this conversation.testator told him that he had given to his family about all he intended to give them. This witness gave it as his opinion that testator, at the time of the conversation witness had with him, was of sound mind; that he never thought of anything else.
H. B. McAfee testified for proponents in substance that he had for many years and up to the preceding July resided in Parkville; that he was a student from 1875 until 1880 of Park College, and ever since the last mentioned date he had been connected with the institution as teacher or business manger, and that from 1890 continuously he had managed the school himself, and that prior to that time for some four years he was assistant manager. This witness stated that he saw testator not a great while before the latter’s death
Duncan McRuer, testifying for proponents, said in substance that he is the person named as executor and trustee in the will in question; that he had known testator about four months prior to the latter’s death, though he had seen Mm from time to time for some four years prior thereto; that in the latter part of February or March, 1907, he went to the house of testator at the latter’s request, for the purpose of seeing him; that before that the father of witness had told Mm that Mr. Naylor wanted to see him, but when he went to see testator he did so in response to a call from some of the neighbors, advising him of testator’s wish to see Mm. "What occurred is shown by the witness’s statement in Ms own words:
“Q. Now, I wish you would begin at the time when you first met Mm at his home on that occasion and state to the jury all you recall of what he said to you on that occasion. Just in your own way. A. Well, as I remember it he was reclining on the couch. It was about nine or ten o’clock in the forenoon, probably a little earlier than that. When I went in I introduced myself to Mm as McRuer and he said he had been expecting me. He stated he had a bad spell*449 the night before and told some incident of Mrs. Naylor going to the neighbors and some things like that. He then stated why he sent for me. He was looking around for someone to see after his business and attend to his affairs after he was under the ground. He said he wanted a young man and didn’t know where to find one he would he better suited with than myself. Doctor Winters, the practicing physician in Parkville, was present, and he asked him what he thought of his choice, or of the choice he was about to make. The Doctor just jokingly expressed his opinion. After the Doctor left we went to the front porch. It was the spring of the year or late winter. The day was mild. He said he sent for me because he wanted me to go over the place with him and see all the land and meet the tenants and hands there, but that he wasn’t able to go. After we had been on the porch for sometime we passed through to the kitchen and out towards the barn and put up the horse I had driven there. He stated that it was the first time he had been without á horse since he was a boy about sixteen years of age. He pointed out a patch of corn, or where corn had been, and said that a man had tried to beat him out of a load of corn there, and that when I got hold of his affairs, if I ever did, he wanted me to do like he did on that occasion. If a man tried to beat him to see that he didn’t do it. If he was in need to give him the corn. We went in the dining room to eat dinner. After dinner Mr. Naylor laid on the couch awhile and very shortly we went out on the porch. The house was in such a location to the principal buildings of the college that a very good view could be obtained of that building.
“Q. You mean Park"College? A. Yes, sir; recitation hall. It’s a large, slate-colored stone building. We had a very good view of it. One that I had not heretofore had of Parkville, although I had lived a*450 great many years there. I remarked on the splendid view from there. "When I made that remark he said it was a building that had turned out worthy young men and women as he had observed. It was in that connection he advised me of the fact that he had two thousand dollars in the Missouri Savings Bank in Kansas City, Missouri, and said if I suit him and managed his affairs after he was gone, I was to take that two thousand dollars, that was not needed to pay his just debts, and turn it over to Park College. That he had decided that was where the money should go. He wanted to make worthy young men and women and he thought that college educated them when they could not get an education otherwise. He was a great hand to chew tobacco, and he had at that time took a plug from his pocket. We had a view of his real estate, part of it, and he took a chew of tobacco and says, 'People may wonder why I don’t leave my business to my own boy; I would, but he don’t think as much of this land as I do of this chew of tobacco.’ My acquaintance not having been very intimate I wondered at the remark, but those are his exact words as I remember them. He said that he didn’t value it as much as he did the plug of tobacco. That he had already given him seven or eight thousand dollars and that today he didn’t have a dollar. He referred to the disposition of the land and said he wanted it to go to his grandchildren, that they ought to have it. He said it was valuable land and the rent wasn’t great because the land had run down and the improvements were not in extra good shape. That was the hill land. He said the bottom land, in case there was no overflow, would rent from twelve to fifteen hundred dollars, and he wanted this rent, after the taxes were paid and all debts on it, he wanted his children, Bandall and Mrs. Olmstead, to have the rent, share and share alike. But after they both were dead, he and Mrs. Naylor, then the land was to be turned over. The trustee was to*451 turn everything over to his grandchildren that was in his hands. , At that time he made no reference to the property in Kansas City, Kansas, except that he had bought a home there. That Mrs. Naylor and the folks thought he was worrying about the land and the crops and he wasn’t very well and he was going away. He said that would be a home for Mrs. Naylor, in Kansas City, Kansas, after he was gone, and that he was going down there. That was practically all of the conversation at that time.
“Q. In order to refresh your recollection, I will get you to state if he said anything in that conversation about any provision for Mrs. Naylor, other than the Kansas City property? A. He said that it was his intention. He seemed a little worried about how to take care of the ‘old woman,’ as he usually called her. How to best take care of the old woman. He said he wanted her to have plenty and whenever she needed it. He said, ‘I am thinking of giving her the cash and letting her have a home there, and in that way she won’t have anything to see after and it will be taken care of. Whoever I name as trustee can attend to that. No matter what it amounts to, if it takes all the land, she has the first claim. Whenever she asks for money and needs it I want it given to her.’ That was practically the conversation at that time, and I think it is practically the will although I didn’t know that.”
This defendant McRuer further testified in substance that at the time of this visit he did not know the will had been made; that witness’s father had never mentioned or discussed the matter with him. He also says that he went to Kansas City, Kansas, on two or three occasions to see testator, and that on the occasion of his second visit about the middle of June, 1907, testator gave him a paper which the latter said was his will; that this instrument was in a plain envelope- and that testator asked him to write thereon,
After offering the will in dispute and also the will dated February 22, 1907, hereinbefore called the first will, proponents rested their case in chief. The difference existing between the first will and the will here in controversy has been heretofore in this statement briefly pointed out, and no further attention need here be given to this instrument.
On the part of the plaintiff, among others Dr. Reeves testified in substance that he was a practicing physician in Kansas Oity, Kansas; that he had treated testator from the 4th day of April, 1907, continuously until his death; that he found him suffering from cancer of the stomach; that this was a mortal ailment and that all that could be done was to maintain him as comfortable and as well nourished as possible, for the remainder of his life. On the 4th day of May the witness began administering opiates to relieve him; at first he gave him codeine, but this drug failed in its effect, and on the second of June, 1907, he began administering to testator morphine; that he continued this treatment until his death; that from the 4th of May testator was mentally in a stupid, sluggish condition, and from the second of June was continuously under the influence of morphine; that while under the influ
Dr. A. Naylor, called for plaintiffs, testified that he was a physician and surgeon, a distant relative, either a second or third cousin of testator; that he saw testator at his home in Kansas City, Kansas, on the 19th of June, 1907; that testator seemed drowsy and sleepy; didn’t talk much and didn’t recognize witness; that testator swore bitterly at his daughter, the plaintiff Mrs. Olmstead, and ordered her from his home.
Mrs. Lucy Naylor, one of the plaintiffs, and widow of testator, testifying for plaintiffs, stated that she and testator were married on November 3, 1898; that they moved to Kansas City in the first of April, 1907, in order to secure medical treatment for testator, who was- and had been suffering from the disease which caused his death, continuously from the year 1903. Testator was afflicted, and had been so affected, with locomotor ataxia for ten years. She further stated that testator from the time he went to Kansas City, Kansas, had been out of the house but twice, and that on one of these occasions he went to Parkville and became so ill that a cousin brought him back home; that he was affected with cancer of the stomach and paralysis of his lower limbs. Relative to the date at which the will in question was executed, this witness averred positively that this occurred on July 1,1907. She fixed the date by the circumstance of having purchased on that date a cemetery lot, and says that upon her return she found witness John T. McRuer at the house, and was requested by testator to call Barnes, one of the subscribing witnesses,' which she did; that she obtained a pen and ink for them and left the room. That on the date in question the physical condition of tes-.
Elfie Olmstead, one of the plaintiffs, testifying for the plaintiffs, stated that she resided and had resided for some twenty-three years in California, going there with her father and mother at the age of about thirteen years; that after the death of her mother, her father, the testator, returned to Missouri, but that he made her visits every two years up to within three years of his death; that his last visit was in December, 1906, at which time he came with witness’s stepmother and remained until March, 1907; that there was never, up to his last illness, any coolness or lack of friendship between witness and testator. She further says that upon learning of her father’s serious illness about the first of June, 1907, she, with her husband and two children, immediately came to see him; that testdtor talked a little while with witness, seemed better, but later went into a stupor, and so remained for the whole of the day; that in her opinion his mind was decidedly unsound; that he was not like himself; that later, up'on her return sometime in June, 1907, from a short visit to other relatives, her father cursed her very bitterly and ordered her to leave, and threatened, in the event of her refusal, to call an officer and have her ejected, and that from that time to the date of his death he gradually grew weaker mentally and physically.
Randall B. Naylor, one of the plaintiffs, called' as a witness for plaintiffs, says that he was at his father’s about the last of June or the first of July 1907,
George W. Naylor, a cousin of testator, testifying for plaintiff, says that he saw a great deal of testator during the spring and summer of 1907; that some three weeks after testator moved to Kansas City, which would place the date about the third week in April, 1907, the witness returned home and found testator lying ill on the porch of witness’s house on some sacks, and that he regarded the condition of his mind as unsound, and very unsound at that; that testator saw some, of his tenants but attended to no business with them; that he drew no leases, was not fit to draw up any; that he was crying and said he loved his children.
Plaintiffs also offered certain annual statements filed in the probate court by defendant Duncan Mc-Ruer as executor and trustee under the will, which showed, among other matters not pertinent here, the payment by said executor of the sum of $75 to John T. McRuer as attorney for said estate.
“1. You are instructed that there is no substantial evidence in this case that, at the time James A. Naylor subscribed his name to the instrument propounded as his last will and testament, he was of um sound mind.
“2. You are instructed that there is no evidence in this case that the instrument of writing propounded as the last will and testament of James A. Naylor was procured by undue influence.
“3. You are instructed that, under the law and*456 the evidence in this case, yonr verdict must be that the instrument of writing propounded as the last will and testament of James A. Naylor, is his last will and testament.”
The court refused to give all and each of the offered instructions, and defendants excepted.
Thereupon proponents recalled Duncan McRuer, who gave testimony tending to contradict the testimony of Mrs. Lucy Naylor in the matter of the date of the will in question, since this witness said that it was he and not his father, John T. McRuer, one of the subscribing witnesses to the will, who was present at the house of testator on July 1, 1907, when Mrs. Lucy Naylor returned from the cemetery.
“1. The court instructs the jury that while it is the law that one of sound mind may dispose of his property by will, yet it is also the law that before a will can be valid it must be proven that at the time it was executed the person making the will was of sound mind. Sound mind as here used means such a mind as enables a person executing a will to be capable of knowing his property, and understanding the reasonable claims of the persons who may have reasonable and natural claims on his bounty. Therefore in this case, unless the evidence reasonably satisfies the jury that James A. Naylor, at the time he executed the paper writing in controversy, possessed a sound mind, then such paper writing is not the will of the said James A. Naylor, and your verdict must be for the plaintiffs.
“2. The court instructs the jury that if they find*457 and believe from tbe evidence that James A. Naylor, at the time he signed the paper writing offered in evidence as his will, was feeble in body and of unsound mind, and was so subjected to the excessive use of narcotics and morphine that by reason thereof and by reason of his physical debility his mind and memory was so impaired and weakened to such an extent that at the time he signed said paper writing (if you find he did sign it) he was incapable of understanding the nature and character of his property, or' of understanding the natural objects of his bounty, or was incapable of understanding the nature and effect of the business in which he was engaged, then you should, by your verdict, find that said paper writing is not the will of the said James A. Naylor.
“4. The court instructs the jury that the burden of proof is upon the defendants to show by a preponderance of the evidence that at the time of the execution of the paper writing, offered as the will of James A. Naylor, he was of sound mind, as defined in the other instructions; a preponderance of the evidence as here used, means .the greater' weight of the credible testimony; and if from a consideration of all the evidence, the jury are not so satisfied, then they will find a verdict for the plaintiffs.”
The above statement is deemed a sufficient compliance with section 2088, Revised Statutes 1909, .but if other facts shall become pertinent in the course of the opinion they will be set out therein.
I. Appellants complain that the court erred in refusing to instruct the jury as appellants requested, that there was no evidence of undue- influence shown in this case. This was in effect tantamount to a demurrer to the evidence adduced on one of the two theories of the case urged by plaintiffs. The reliance upon this point here has necessitated a critical examination of the entire voluminous record in this ease.
As a court of errors in a case of law, as a contest of a will case under our statute is, we are- not required to pass upon the credibility of the witnesses and the weight of the evidence, if the evidence be substantial; these considerations are relegated to the triers of fact.
This doctrine is said in Roberts v. Bartlett, 190 Mo. l. c. 695, to be well-settled in this State. In this behalf the language of Gantt, J., in the case above cited is pertinent: “The rule of practice is well settled in this State, that a will contest is an action at law, and this court will not reverse the judgment because the jury found against the weight of the evidence, but that this court will examine the record to see if there is any testimony to support the finding, and where there is no evidence whereon to base the verdict, the judgment will be reversed. [State ex rel. v. Guinotte, 156 Mo. l. c. 520, 521; McFadin v. Catron, 138 Mo. 227.]”
After having gone, at the expense of much time and great labor, through the record in this case, we
Keeping this point well in mind and harking hack to the testimony in the case, we find John T. McRuer, a lawyer by profession, for many years, as such, in the employ of Park College,'the devisee whose taking is here chiefly attacked, was also the lawyer — “more than lawyer” — counselor and friend of testator. For years he had worked for this college, and had acted also as legal adviser and business manager thereof; he had solicited on occasions bequests for the college and admits that he “had talked with testator a lot about the college and was unable to say how often he had talked about the gift of two thousand dollars.” We find the testator, originally, a man of strong physical and mental powers, a hard-headed, hard-working pioneer farmer, upon some inducement, and for some reason resting largely in shadow, so far as the evidence shows, appointing a college student, twenty-two years of age (who was the son of testator’s life-long friend
We conclude therefore that the learned trial court
IV. Defendants next insist that the court erred in giving instructions numbered 2 and 4 on behalf of plaintiffs. These in their order.
If in fact, the mental condition superinduced was adequate in creating an unsoundness of mind to the degree of testamentary incapacity, and if testamentary incapacity was brought about, then it does not make any' difference in law, as to what compelling factor produced such unsoundness. Unsoundness of mind is unsoundness of mind in the law of will contests (present the quantum thereof), however produced, whether by mental disease, senile dementia, or stupor-producing drugs. One is but the cause, the other the effect, and with the quantum of the effect alone are we concerned. [Stedham v. Stedham, 32 Ala. 525; Garrison v. Blanton, 48 Tex. 299.] For, say Wharton and Stille, in their excellent treatise on Medical Jurisprudence, “mental incapacity of a testator at the time of making a will invalidates it, though it was caused by morphine or other drugs, and though they were taken for medicinal purposes.” [Wharton & Stille’s Med. Juris., sec. 136.] Nor where a will is made upon a death bed, shortly before death, and stupor from drugs or delirium is shown, are there presumptions arising that it was made during a lucid interval, though the existence of such intervals be shown. [Clevenger on Insanity, 487; 2 Clevenger on Insanity, 805; Elliott v. Welby, 13 Mo. App. 19.]
Instruction numbered 4, complained of by defendants in their assignments of errors, is as follows:
*465 “The court instructs the jury that the burden of proof is upon tbe defendants to show by a preponderance of tbe evidence tbat at tbe time of tbe execution of tbe paper writing, offered as the will of James A. Naylor, be was of sound mind, as defined in tbe other instructions; a preponderance of the evidence as here used, means tbe greater weight of the credible testimony ; and if from a consideration of all tbe evidence, tbe jury are not so satisfied, then they will find a verdict for tbe plaintiffs.”
V. Defendants contend in their fifth assignment of error tbat tbe court erred in overruling their motion in arrest of - judgment. We take it tbat this assignment of error is bottomed upon tbe failure of tbe court to find tbat there was a defect of parties plaintiff. Defendants urge at much length in their briefs tbat tbe grandchildren of testator who are tbe children of Mrs. Olmstead and Randall B. Naylor, should have been made parties.
The remainder in fee is not devised to any given number, or to any named “natural heirs,” i. e. children of Elfie and Randall, but to the, that is, all of the children of said Elfie and said Randall, then in being, or thereafter and hereafter to be born. Would it be seriously urged that if a child has, since the making of the will, or pending this action, been bom to either of testator’s children, such child will not take in fee per capita under the will? Yet such child has not been made and could not have been made a party to this action, though the interest of such after-born issue is in all things equal to that of the four natural heirs (at. the date of the will) in esse.
This view of the case would seem to render unnecessary further citation of authorities or a discussion of the question urged in the briefs of respondents, that in any event these natural heirs, whether they should have been made parties or not, are represented in the case at bar by Duncan McRuer, trustee of an active trust. In the view we take of it a mere statement of the facts and a reading of the will show that
Holding these views on the questions discussed and urged by appellants, we are of the opinion that the case should be affirmed, and it is so ordered.