133 Va. 251 | Va. | 1922
delivered the opinion of the court.
Paul V. Portner died on the 29th day of October, 1919, leaving a will dated and executed June 2, 1917,
The testator was about thirty-six years old at the time of his death, and had never married. Surviving him as his heirs and distributees were two brothers, four sisters, and one nephew, son of a deceased brother.
When the will was offered for probate all the heirs and distributees, except Etta P. Meredith, beneficiary as aforesaid, appeared in opposition thereto, and an issue of devisavit vel non was submitted to a jury, which, after a trial consuming many days and involving much testimony, returned a verdict sustaining the will. • Thereupon the circuit court entered judgment admitting the will to probate, and to that judgment a writ of error was awarded by one of the judges of this court.
The probate of the will was opposed on the grounds, first, that it had not been executed in accordance with the formalities required by the statute; second, that the testator was mentally incapable of making a will; and, third, that he had executed the same as the result of undue influence.
The record presented to us comprises over 1,600 pointed pages, and the greater part of it is made up of what purports to be the evidence introduced at the trial. If it were feasible it would not be profitable to set out here anything like a full statement of the alleged evidence. It must suffice to say that after having heard the arguments of counsel on both sides of this controversy, and after having read the printed briefs filed in the cause, we have studied the evidence purporting to be shown by the record, and if this
The will was in due form and was attested by three competent witnesses (one more than the statute requires), two of whom testified that the will was both signed and acknowledged by the testator in the presence of all three of them, and one of whom testified that it was not signed in his presence, but that he did attest the signature. Without going further into the particulars of the testimony in this respect, it is sufficient to say that, if it did not overwhelmingly prove the due execution and acknowledgment of the will, it clearly preponderated to that effect, and fully justified the verdict in that particular.
As to the mental condition of the testator, it is true, and is not denied, that he had been drinking heavily a short time prior to the execution of the will, and was not only suffering from the effect of too much indulgence in this way, but was a sick man, in a hospital, under the care of physicans and nurses when the will was made. But the evidence as presented is such as to leave small room to doubt that at the time he signed and acknowledged the will, he fully understood what he was doing, and that the jury could hardly have been expected to reach a different conclusion. In any possible view of the evidence an appellate court could not properly interfere with the verdict in this respect.
As to the remaining ground upon which the will is assailed, the alleged undue influence over the testator, it is safe to say that evidence upon which to base this contention is almost wholly wanting. The
If nothing but the kinship of the parties appeared, it would perhaps seem strange, though it would not in itself prove undue influence or mental incapacity, that the testator gave practically all of his estate to one sister and her child; but this disposition of the property is satisfactorily explained in the certificate of the evidence which the appellants have presented to us with this appeal. From what appears in that certificate, the jury would have been well warranted in finding that, while he was an affectionate brother and on good terms with all of his brothers and sisters, he was especially devoted to Mrs. Meredith, and that, in view of this fact and of the manner in which he had always treated her, the provisions of bis will were not unnatural.
What has been said would be sufficient (if the record were properly certified) to dispose of the assignment of error based upon the refusal of the court to set aside the verdict as contrary to the evidence, and we shall now advert to the other assignments appearing in the petition for the appeal.
Assignments 1, 2 and 3 are treated under one head in the petition, and we shall deal with them accordingly. They are based upon the refusal of the
- The next assignment calls in question the action of the trial court in permitting a witness named Rice to testify , that one Mrs. Durphy, otherwise known by the name of Bessie Brown, had kept a House of bad fame in Washington under the latter name. The ground upon which it is urged that this testimony ought to Have been excluded in that the character of Mrs. Durphy could' not be attacked except by evidence concerning her general reputation for truth and veracity, and that her reputation in other respects was not relevant. The soundness of the general proposition here invoked may be conceded, but there were several reasons, not involving the character of this witness for truth and veracity, why it was proper for the court to admit the evidence in question. We shall mention only one of these reasons.
Mrs. Durphy testified that she had known Paul Portner well for a good many years, and that on one occasion in April, more than a month prior to the date of the execution of the will, when he was in a hospital in Washington, she had visited him and had taken with her a dog which he had asked her to keep. She further testified that on that occasion when she was about to leave, he begged her to stay, and said to her in substance that he did not want to be left alone at
The record as presented to us indicates that at this time there were in the city of Washington several of his sisters and brothers, and that his relations with all of them were most cordial and affectionate. The record further shows, and it is one of the earnest' contentions of counsel for the appellants, thoroughly well supported by the alleged evidence, that Paul Portner," although a dissipated man, had always treated his sisters with the utmost tenderness, respect and affection. In the face of this fact it seems inconceivable that he would have asked a woman of bad character to stay in the hospital in order to protect him against some insistence and coercion which he feared on the part of one of his sisters. No authority is needed for the proposition — it is clear as a matter of reason and justice — that, in testing the credibility of this woman’s statement as to what transpired between her and Paul Portner on that occasion, the jury ought to have known what sort of a woman she was. That fact would undoubtedly have a bearing upon the reasonableness and probability of her story. We have no doubt that the testimony here objected to did have something to do with the small weight which the jury probably attached to her statements, but that was as it should be. The evidence presented to us shows conclusively that Paul Portner was peculiarly devoted to Mrs. Meredith, and, to say the least, it seems improbable and unreasonable that he would have been willing to insist on keeping this woman in his room
Without referring to other grounds upon wMch the testimony of the witness Rice might properly have been admitted, we will add that if the objection thereto had been good in the first instance, it was subsequently waived. When Mr. Meredith was on the stand he testified in effect that Mrs. Durphy was one and the same person as Bessie Brown and that she was a woman of bad reputation in WasMngton. There was no objection to this testimony by him, and if it had been error to admit it in the first place, subsequent introduction of the same evidence without objection constituted a waiver of the previous objection. C. & O. Ry. Co. v. Greaver, 110 Va. 350, 354, 66 S. E. 59; Va. & S. W. R. Co. v. Bailey, 103 Va. 205, 49 S. E. 33; Moore Lumber Corporation v. Walker, 110 Va. 775, 67 S. E. 374, 19 Ann. Cas. 314; Douglas Land Co. v. Thayer, 107 Va. 292, 299, 58 S. E. 1101.
The next assignment of error is that the court refused to permit the petitioners to prove that the whole estate left by Paul Portner was derived from Ms father’s will, except a small equity in a house and
It is next insisted that the court erred in permitting Miss Hannah Maekzum, one of the attesting witnesses, to be asked and to answer the following questions:
“Q. I hand you the paper purporting to be the will of Mr. Paul Y. Portner * * and ask you if that is the paper you have been referring to in your testimony?
“A. Yes, sir.
“Q. Is that your signature to the attesting clause?
“A. Yes, sir.
“Q. Please state whether or not the facts stated in that clause are true or not.
“A. Yes, sir.”
The certificate presenting this question does not state any ground upon which the objection to this
It may be that if the court’s attention had been called to the fact that this was a leading question, the objection would have been sustained, and the question required to be put in another form, but even if it had been overruled, the failure to sustain the objection would not have constituted reversible error. It is conceded in the petition, and is, of course, perfectly well settled, that the matter of allowing leading questions rests very largely in the discretion of the trial court, and this court will rarely interfere with the action of the lower court merely upon this ground. But the record shows that Miss Mackzum knew and testified as to the condition of the testator at the time of the execution of the will; and, further, that she was quite fully examined as to the circumstances under which the will was signed and attested. Her testimony at large confirms the answer which she gave to the leading question here complained of, and in substance was to the same effect. Plainly no error is shown upon this point.
Over the objection of the contestants, the court permitted the witness Clark Hall to testify that on one occasion, in the Bellevue hotel, in Washington,
The remaining assignments of error, eleven in number, relate to the action of the trial court in giving and refusing instructions. We have hitherto been considering this case as if we could look to what purports to be a certificate of the whole evidence. It must be manifest, however, that none of the several assignments which we have dealt with relating to the admission or exclusion of evidence could have been safely disposed of without a view of the evidence as a whole. This, of course, is peculiarly true with reference to the contention that the verdict was contrary to the evidence. It is equally true in regard to the instructions. As we shall presently see, there is no proper certificate of the evidence in the record, but this is not the only difficulty about the instructions. The certificate purporting to embrace them is so phrased as to make it appear that those offered by the contestants and refused, and the refusal of which is assigned as error, were in fact the instructions granted; and there is no certificate at all which even purports to set forth the instructions given and the giving of which is assigned as error. It is clear enough that this was a mistake, and as to the instructions refused we would perhaps be warranted in holding, and would probably hold, that the contents of the instructions certified demonstrate that they were offered by the contestants and that the court necessarily meant to certify them as having been refused instead of as having been given. But there is no certificate of those given, and this, while evidently an oversight, is a legal obstacle to our consideration of even those certified as refused. In the absence of the former we could not say that there was error as to the latter.
All of the alleged instructions, however, do appear in the transcript of the record presented to us, and we have looked to them with the same degree of care which we have given to the certificate of the evidence, but will not discuss them in detail. As is nearly always true where many instructions are involved, some of the rulings of the court thereon are not free from fair criticism, but we find nothing that we think would constitute reversible error upon a view of them as a whole. If the instructions given and refused had been certified and if the certificate of the evidence before us could be regarded as a part of the record, we would hold that the questions of fact were fairly submitted to the jury.
But, as a matter of fact, there is no certificate of exceptions in this case which we can consider, and we shall be obliged to dismiss the appeal. The final judgment was rendered on the 5th of August, 1920. Not one of the certificates was signed by the trial judge within sixty days from that date. There were twelve of these certificates, the first ten of which related to the rulings of the court upon the evidence and instructions, and the eleventh to the refusal of the court to sign the first ten when presented. The twelfth purports to embrace the evidence in full. Certificates Nos. 1 to 10, inclusive, were presented to the trial judge on October 2, 1920, and, along with No. 11, were signed by him on the 16th of that month. Certificate No. 12 was presented and signed ten days later. The circumstances under which all but No. 12 were presented and signed appear from the recitals in number eleven, which is here set out in full.
“Certificate to be incorporated, as part of the record of the proceedings in the Portner will ease pending in the Circuit Court of Prince William county, Va.
“Statement by Mr. Byrd, counsel for contestants:
“On the question of the probate of the will of Paul V. Portner, after the court had determined that the judgment and verdict should not be set aside, the following certificates were offered to the judge of the court on October 2, 1920, at his office in Alexandria, Va.
“Certificates Nos. 1, 2, 3, 4, 5, 6, 7, 8, 9 and 10.
“Whereupon, the court refused to consider the bills of exceptions offered by the contestants and refused to sign the same; whereupon the contestants, by Richard E. Byrd, protested, and beg that this be made a part of the record so that the same can be presented to the Supreme Court of the State of Virginia.
“Statement by Mr. Barbour:
“As counsel for the executors of the will I object to the signing of the bill of exceptions or any of them because they have never been presented to me and I have had no opportunity to examine them, criticise them, or call to the attention of the court any inaccuracy or insufficiency therein, if any there be.
“Statement by Judge Brent:
“The judge of the court states that Mr. Byrd is mistaken in saying that the court refused to sign the bills of exceptions. The judge stated to Mr. Byrd that he would receive the bills of exceptions after the same had been presented to counsel for the proponents so that they might have an opportunity to examine them and that he would sign all proper bills of excep
“The judge further states that Ms condition is such that it would be impossible for Mm to take this matter up before Saturday, October 16th, as court at Prince William county opens on Monday, October 4, 1920, and continues until that time, and, further, that it is a physical impossibility for the judge of the court to sign these bills of exceptions at this time, owing to the immense record that he would have to review in order to ascertain whether the bills of exceptions are proper or not.
“Statement by Mr. Byrd:
“In reply to the judge of the Circuit Court of Prince William county, the contestants of the will will say that they are perfectly helpless so far as the decisions of the court are concerned, and that the only thing that they can rely upon is the Supreme Court of Appeals of the State of Virginia, and Mr. Richard E. Byrd also protests that he has the right as attorney for the contestants to have these bills of exceptions signed wMch were taken from the record of the court and can be very easily verified. However, as the judge of the Prince William court says that he won’t sign anything, there is nothing to do but leave to the Supreme Court the decision of the entire question.
“Statement by Mr. Barbour:
“Mr. Barbour, counsel for the executors, states that if permitted to do so he will take the bills of exceptions tendered to-day (October 2, 1920), examine them, and, on October 16, 1920, be prepared to suggest any amendments wMch may be proper but without preju
“Statement by Mr. Byrd:
“Mr. Byrd, counsel for the contestants, came in accordance with notice to the judge of the Prince William county court, State of Virginia, with certain bills of exceptions numbered as above herein set out; whereupon, the judge of the said court said that he would not consider the same, and therefore the contestants except and desire this exception to be made a part of their bills of exceptions; that B. E. Byrd came to the city of Alexandria, Virginia, on October 2, 1920, with all of the record of the Portner will ease and offered to the judge of the court that record with the exceptions which the judge refused to consider.
“On October 16, 1920, counsel for proponents and exceptants again appeared before the judge at his office at Alexandria, Va., pursuant to the postponement above mentioned and counsel for proponent objected to any of the certificates tendered being then signed by the judge, but the said judge ruled that he would sign all proper certificates which had been tendered on October 2, 1920, as aforesaid, and would amend such as needed amendment to make them properly state the facts and thereupon he amends certificates Nos. 2, 3, 6 and 7 in certain particulars and signed all of said certificates as so amended this 16th day of October, 1920, but as of October 2, 1920, over the objection and exception of counsel for proponents, and this certificate referred to in each of. said certificates is intended to be read as a part of each.
“Teste: “Sam’l G. Brent, judge.”
In Conaway v. Commonwealth, 118 Va. 792, 88 S. E. 75, and in Lancaster v. Stokes, 119 Va. 149, 89
In Conaway v. Commonwealth, supra, and Lancaster v. Stokes, supra, it appeared that the exceptors were in no default and had done all they could have been required to do in compliance with the statute. In Powell v. Terry, 77 Va. 250, and Dillard & McCorkle v. Dunlop, 83 Va. 755, 3 S. E. 383, cited by Judge Whittle in Lancaster v. Stokes, it was held that the trial judge had not exercised due diligence, and had also in other respects committed error in refusing to sign the exceptions.
. [20, 21] In this case, certificates Nos. 1 to 10 were presented to Judge Brent, after notice given him by telegram at 4 o’clock p. m. the day before, on Saturday, October 2d. The following Monday, October 4th, was the last of the sixty days from the date of the final judgment (Kelly v. Trehy, ante p. 160, 112 S. E. 757, decided to-day, and cases cited therein); and a term of Judge Brent’s court began on that day. The trial in the instant case had been long, the evidence extensive, and the exceptions presented were numerous. It developed afterwards that some of them were not approved and had to be amended. Under these circumstances, we are not prepared to say that if the judge had, for the reasons stated, refused to sign the exceptions at all, and this were a direct proceeding to compel him by mandamus to affix his signature, we would award the writ. That might depend upon
If, therefore, by an extremely liberal application of the rule announced in the Conaway and Lancaster cases, supra, we could hold that certificates 1 to 10, which in their original form were tendered on October 2d and afterwards, with- certain amendments, and with certificate No. 11, actually signed on October 16th, should be regarded as having been signed on the former date, the certificate No. 12, purporting to embody all of the evidence; was neither tendered nor signed until October 29th.
It is true that by certain affidavits of counsel, to whose integrity and veracity we of course accord the highest respect, it appears that they had prepared and tendered and thought they had left with the judge on October 2nd a certificate covering all of the evidence in the case. Upon this latter point, however, the positive certificate of the judge is to the contrary. The affidavits referred to, made in January, 1921, after the record in this case was applied for and certified by the clerk of the lower court, show, among other things, that the statement of Mr. Byrd,
The only certificate before us which undertakes to certify all of the evidence was signed on the 29th day of October, 1920, and is as follows:
“The following evidence on behalf of proponents and of the contestants as hereinafter noted is all the evidence that was introduced on the trial of this cause (here insert stenographic report of the trial of said matter beginning July 19, 1920, and ending August 5, 1920, as taken by Smith & Hules, stenographers, consisting of thirteen volumes, numbered two to fourteen, in-
“It is further certified that the foregoing thirteen volumes of said evidence were produced before me at my office at Alexandria, Virginia, on October 2, 1920, by Mr. R. E. Byrd, of counsel for contestants, at the same time that he presented to me the eleven certificates heretofore signed by me on October 16, 1920, as of October 2, 1920, after correction; but there was no certificate presented to me at that time or thereafter in connection therewith, and I was not requested by Mr. Byrd or anyone else to certify the evidence in this case until I was requested to do so on October 26, 1920, by Mr. Lion, of counsel for contestants, and no certificate was actually presented to me in connection therewith until to-day, which I have this day signed after amending the same to show the facts as herein stated.
“I further certify that on October 2, 1920, Mr. Byrd, when he left my office, took with .him all of said volumes of evidence except volume fourteen, which contains the instructions he then asked to have certified, though he then offered to leave all of said volumes with me, which I told him was unnecessary, and said volumes two to thirteen, inclusive, were not again presented- to me until October 26, 1920, when Mr. Lion again presented them to me as aforesaid, and Mr. Lion now states that he then had in his possession a
“Teste: This 29th day of October, 1920, but done over the protest of counsel for proponents.
“Sam’l G. Brent, judge.”
This positive certifícate by the judge of the trial court .leaves us wholly without jurisdiction to consider the exceptions signed by him on the 29th of October. See Bragg v. Justis, 129 Va. 354, 357, 106 S. E. 335. This being true, and all the other exceptions being necessarily dependent for their materiality upon a consideration of the evidence, the appeal must be dismissed. Colbert v. Callaham & Sons, supra. It is not a matter of discretion or choice, but a question of power which confronts us in this ease. In the state of the record before us, we have no more jurisdiction to consider the evidence appearing, in certificate No. 12 than we would have if it had never been presented to or signed by the judge at all. Bragg v. Justis, supra; Kelly v. Trehy, supra.
The writ of error is dismissed as having been improvidently awarded.
Dismissed„