192 Mo. 95 | Mo. | 1905
This is a proceeding to contest the validity of the will of Dr. John S. Sayre, who died at Monticello, Lewis county, Missouri, on November 29, 1899. The plaintiffs, or contestants, are two brothers and certain nephews and nieces of the deceased. The defendants, or proponents of the will, are sisters of the deceased and other next of kin, the Trustees of Princeton University, George T. Barnes and George W. Marchand, the last named being the executor of the will. The petition alleges that the- said paper writing purporting to be the last will and testament of Dr. Sayre was not his last will, but at the time of the execution of the same, he was not of' sound mind and memory and was mentally incapable of making a will or other disposition of his property. The Trustees of Princeton University and the two sisters of the deceased, Mrs. Charlotte S. Boorman and Elizabeth Smith, filed a joint answer admitting the execution of the instrument and its attestation and the probate thereof, but denied that the testator was of unsound mind and memory and incapable of making a will, and alleged that he was at the date of said will of sound mind and competent to make said will, and to dispose of his property as he did therein. The minor defendants answered by guardian ad Mem.
The defendants as proponents introduced the subscribing witnesses, William K. Marchand, J. H. Bland and H. R. McRoberts, who testified that at the request of Dr. Sayre, they signed the same as witnesses in his
“In the name of God, Amen. I, Dr. John S. Sayre, being of sound and disposing mind and memory, do make and publish this ;my last will and testament, as follows:
“Article 1. Regarding the State of Missouri as my home, it being the place of my birth, and the State in which my principal estate is situated, it is my desire and direction that my estate be administered upon under the laws of the State of Missouri.
“Article 2. I direct that any just debts of mine be paid without unnecessary delay, that my funeral expenses be moderate, and that nothing more than a ‘marker,’ similar to those used for my father and mother, be used as a tombstone.
“Article 3. I give and bequeath and make the following legacies, to-wit:
“Section 1. My brother David E,. Sayre being indebted to me in the sum of one hundred dollars, as evidenced by his note of November 30, 1898, at three months from date, I direct that my said note, or balance thereof, be surrendered to him and that my claim against him for said sum be cancelled.
“Section 2. To my brother-in-law, Rev. W. Frank Smith, I give the sum of twenty-five dollars to be used for buying such theological books, as. the Rev. G. O. Kali, or in case of his death, the pastor of the First Baptist Church of Monticello, Missouri, may approve— this legacy being upon the condition that the said Rev. W. Frank Smith is sufficiently interested expend an equal sum of twenty-five dollars to be added to the above amount for the same purpose.
“Section 3. To my sister, Mrs. "W. Frank Smith, I confirm the presents of the ivory fan, silk dress and silk handkerchiefs, all from'Japan, that I have, pre*103 vious to this date, made to her, and in addition give to her the sum of two hundred and fifty dollars to he used toward building a two-story brick kitchen addition to the dwelling where she now resides, or in case of her removal, or in case she prefers otherwise, for any purpose she may select.
“Section 4. To my nephew, John S. Sayre, son of my deceased brother, T. Dolan Sayre, I give my open face gold watch which is an heirloom from my great-grandfather, the Rev. John Stanford, D. D., for whom we were both named— my said nephew riot' being a namesake of myself. In case of death of said nephew said watch to revert absolutely to my brother, Capt. F. Sayre, U. S. A.
“Section 5. To each of my nieces, Katie K. Sayre, Elizabeth S. S. Boorman, Ruth E. Sayre, Mary Depew Sayer and Elizabeth S. Sayer, I direct that my executor give a moderate present from among the Japanese or other bric-a-brac owned by me.
“Section 6. To my sister, Mrs. Charlotte S. Boorman, I give and bequeath the painting of the Rev. John Stanford, now in the dwelling-house of Mrs. Frank Smith, and request that Mrs. Charlotte S. Boor-man use further means to ascertain if the said painting is a real ‘Inman.’ At the death of Mrs. Charlotte S. Boorman, I request that the said painting be bequeathed to her son Kitchel M. Boorman.
“Section 7. To my sister, Mrs. A. K. Wallin, now of Fulton, Wisconsin, I confirm the cashmere shawl and other gifts presented to her by me during my lifetime, and in addition I give to my sister, Mrs. A. K. Wallin, the sum of one hundred dollars.
“Section 8. To each of my friends, Dr. R. H. Sayre, of New York, George W. Marchand and George T. Barnes, of Monticello, Missouri, I direct that my executors give a handsome present, such as books, a pair of Japanese vases, or a hanging Japanese picture (‘Kakemons’).
*104 “Section 9. To my brother, Capt. F. Sayre, U. S. A., I give and bequeath all my professional and other books, pamphlets, papers, letters, etc., all articles of clothing, naval or civilian, any professional instruments, and all miscellaneous articles such as those collected in my travels, and not otherwise bequeathed, to dispose of as he thinks wisest. f In case any article is not specifically mentioned, the same is to be the property of my said brother. The said articles, clothing, etc., being now located as follows: Two boxes and one trunkful in the basement of the U. S. Naval Hospital, Brooklyn, New York (apply medical director in charge) ;two boxes and onetrunkfulin the house of Mrs. Charlotte S. Boorman, and the remainder being in the dwelling-house of my sister, Mrs. W. Frank Smith. To my said brother, Capt. F. Sayre, U. S. A., I give my leopard skin now in the house of Mrs. W. Frank Smith. Also to my said brother, Capt. F. Sayre, U. S. A., I give the sum of one thousand dollars in trust for his daughter Elizabeth S. Sayre, to be invested at compound interest to be presented to her when she reaches the age of twenty-three years. In case of her death, the said sum to revert to my brother, to his sole and absolute use.
“Article 4. I give and bequeath to my friend, George T. Barnes, now of Monticello, Missouri, the sum of five hundred dollars in trust to purchase and fit out a free public library for the town of Monticello. In case of the death of the said trustee, George T. Barnes, the same sum or the proceeds thereof, to be vested in a trustee appointed by the town board of said town of Monticello, Missouri. I suggest that the trustee secure the approval of the librarian of the free public library of Quincy, Illinois (whom I know to be a very experienced person), to the list of books to be purchased, as best suited to the citizens and their, children, and the best way to purchase them. I suggest that perhaps the books may be kept in the*105 public school building in charge of the principal of said public school under such rules as the librarian of the free public library, at Quincy, Illinois, may advise. However, this suggestion is not mandatory and the trustee will use his discretion to make the said library most useful, especially to the young people of said town.
« “Article 5. In case that any condition herein is not accepted by the legatee the money is to revert to the residuary legatee hereinafter mentioned. Any articles not accepted by legatees to revert to my brother, Capt. F. Sayre, U. S. A.
“Article 6. I give and bequeath all the rest and residue of my estate, real, personal or mixed, to the trustees of the University of Princeton, at Princeton, Néw Jersey, as residuary legatee (formerly known as the College of New Jersey, at Princeton, New Jersey), for the purpose of higher education, to endow under the rules and regulations of said trustees, the following fellowships and scholarships, to-wit:
“1st. A college (not University) fellowship of applied chemistry in the John C. Green School of Science. It is to be designated the fellowship of applied chemistry.
2nd.' A college (not University) fellowship of applied electricity in the John C. Green School of Science. It is to be designated the fellowship of applied electricity.
“3rd. The balance of my estate, if any, to be used for as many as possible endowed scholarships of one thousand dollars each in the academic (classical) department of said University, which are to be known as the class of 1878 scholarships. The secretary and the treasurer of the class of 1878 of said University, are to be notified (address Prof. H. S. S. Smith, Princeton, New Jersey,) of this bequest and my earnest desire and wish that the said class of 1878 sub*106 scribe at least an equal amount for the said class of 1878 scholarships.
“Article 7. I hereby appoint my brother, Capt. F. Sayre, IT. S. A., and my friend, George W. Marchand, cashier of the Monticello Savings Bank, of Monticello, Missouri, as executors of this my last will and testament, and request that they be not required to give bond as such executors.
“Article 8. I request my executors to seek the advice and counsel of F. L. Marchand, Esq., of Monticello, Missouri, in case he is living.
“In witness hereof, I have hereunto set my hand and seal this 7th day of August, 1899 .
“Dr. John S. Sayre. (Seal.)
“The foregoing instrument was at the date thereof signed by the said Dr. John S. Sayre, and by him declared to be his last will and testament in our presence ; and at his request, in his presence, and in the presence of each other, we have subscribed our names as witnesses thereto.
“W. K.. Marchand,
“H. 11. Roberts,
“J. H.'Bland.”
Thereupon the plaintiffs and contestants offered evidence tending to prove the following facts:
Dr. John S. Sayre, the testator, was forty-two years of age, at the time of his death. From his birth to his manhood he lived with his father and mother except when absent at school, at their home about one mile east of Monticello, Missouri. His father’s family consisted of his father and mother and seven brothers and sisters. They lived well. At the date of his death his estate consisted of forty-four thousand dollars in notes and bonds, and some miscellaneous articles, and ninety acres of land worth about thirty-five dollars per acre. When about twenty-three years old and in the year 1880, he was afflicted with acute melancholia. A few days prior to the time this affliction be
From the time he entered the navy in 1884, he began to save from his salary and loaned his savings at his home in Lewis county, so that at his death he had accumulated about forty thousand dollars in money, besides a farm of ninety-five acres estimated to be worth thirty-five dollars per acre. During the last few years of his life, he spent a considerable portion of his time either at the old homestead or at his sister’s Mrs. Smith’s, in Monticello.
The evidence on behalf of the plaintiffs tended to show that during this time he was frequently in Monticello, where on various occasions he was observed to be distant and strange and inclined to seclude himself; would frequently be seen with his head bowed as though in deep meditation, making gestures with his hands and talking to himself.
On one occasion he went to the home of Zach Taylor, a tenant on the land of his brother Ferrand Sayre, in the neighborhood where he was raised. He rode up
About the same time he went to the farm of John W. Moore, a mile and a half southeast of Monticello, and insisted that Moore should sell, some hogs upon which he had a mortgage, and became excited because Moore would not consent to do so at that time. He turned around and started walking rapidly, he had gone but a few steps when he suddenly stopped, dropped his head as if in a deep study and threw his hands out, making gestures; he stood a few minutes, then suddenly started away, walking rapidly; he repeated this conduct three or four times before he got out of Moore’s sight.
On several occasions about this time he was found by J. D. Million, who had known him all his life, standing on the street with his head down, as though in deep thought; on one of these occasions when Million went up to him, he turned around and said, “I am waiting for you, will walk to the graveyard with you,” which was a short distance away; they went a few steps when he suddenly stopped without any apparent reason, sat down on the sidewalk and said he would go no further. Million testified that his general conduct and demean-
On another occasion, about August, 1898, he rode up seemingly in a great hurry to Euben Powel in Monticello, and asked him if he knew of anyone who would buy his farm. Powel told him he did not, but asked him what it was worth. In a very exciting manner, he said it was worth thirty-five dollars per acre, “but I have got to sell it, it has got to go.” Powel said to him that he could give him some names of parties in Illinois to write to. He said if he could not get his price he would take theirs, he had to sell it. This was in the fall before he went to Colorado Springs. After that he met Powel and said he had never heard from the Illinois parties. On the occasion of this conversation, Powel said he was in very bad health and his voice was very weak. His unnatural looks attracted his attention. He seemed to be excited and troubled over something. On cross-examination, Mr. Powel said he thought the doctor’s ideas of the value of the farm were very good; it was worth thirty-five dollars per acre. Dr. Sayre looked after his own business; so far as he knew, he managed his farm and rented it to people; he never had an agent, andloaned his money on farm mortgages; he always treated the witness with courtesy and politeness, but was retiring and quiet in his manner; never heard of his doing anytMng that was unkind; the fact that he inquired about a purchaser for his farm, did not strike the witness as strange at all; the only circumstance that he ever noticed as strange in all of his acquaintance with Dr. Sayre was his appearance that time when he spoke of desiring to sell the place.
George Wooldridge testified for the plaintiffs, that he knew Dr. Sayre in his lifetime, and had met him frequently in the last year, and in fact all his life. On the street he was rather distant in his conduct, did not have much to say; he always seemed busy and did not stop to talk or did not stand around much; had noticed him walking alone talking to himself, making gestures with his hands, seemed to be in a deep study. On cross-examination he said that Dr. Sayre was about attending to his business like anybody else; the witness had never had any reason to suppose that he was not able to attend to his business; so far as he knew he was perfectly able to do so.
Thomas Butler (colored) testified that he was one of the negroes who dug Mr. Thomas Sayre’s grave.
Orville Banks testified that he saw something unnatural or peculiar in the doctor’s actions; he would stand off by himself; never had any business transaction with him in which he acted peculiar; he had a law suit with Dr. Sayre over a note he had given for a horse; “he brought suit against me and I had to pay it. Sometimes he would tell me he wanted me to pay him and at other times he would say he did not need the money.” On one occasion he met the doctor driving very slow with his head down; I said, ‘ ‘ Grood morning, doctor,” and he said, “Grood morning, can you tell me the way to John Mackey’s?” I said, “Yes, but you have passed there. ’ ’ He said he was bewildered, must have been asleep and passed by the place; he ought to have known the country as well as anybody; he had been raised there. I heard his sister joking with him about going to the World’s Fair, she said he treated •her very nice, bought cheese and crackers on the road to save expenses.
Thomas Wallace testified that Dr. Sayre loaned him some money; at first he told the witness he did not want the principal but only the interest annually, but subsequently he said he was in a tight place and wanted the money. Witness afterwards paid the note to Dr. Sayre’s father. That after telling him that he was in a tight place, witness met him in town and said to him, “Doctor, what about the money?” and he said, “what money?” and I said, “The money I owe you, you told me you needed it badly; if you have got to have it, I will get it up.” He says, “I do not need the money. ’ ’ I then told him that he said he was in a tight
Dr. George P. Knight testified that he had been a practicing physician for 26 years; met Dr. Sayre occasionally ; our relations were friendly as physicians and citizens, and on one occasion he wrote me a letter asking me to call upon him the first time he came to Monticello, as he wanted me to examine him and see whether he had appendicitis or not, he had been examined and was satisfied and would like for me to call and examine him; he thought it was strange that he would call upon a country doctor after the New York specialists had examined him. On cross-examination, he said he was not an expert, and was not testifying as an expert; I simply thought it strange that he would write such a letter as he did to me, I had not held five minutes conversation with Dr. Sayre in twenty years, and was not prepared to give any opinion whether Dr. Sayre’s mind was sound or unsound.
John W. Ball testified that he called on Dr. Sayre in August, 1899, in Colorado Springs, and found him in a room probably ten by twelve, which had but one window and one door; the bed was without sheets and there was but one pillow, only one chair in the room and the carpet was worn. Mr. Sam Jeffries asked him why he did not go to a sanitarium, he said .it was a little too expensive, that if you were not able to- hire nurses they would not treat you right; that the bed
There was further evidence of the same character as the foregoing which it is entirely unnecessary to reproduce.
Plaintiffs introduced four experts on insanity, to whom the following hypothetical questions were put: “Q. Now, doctor, I will ask you in your judgment, and from your knowledge of the medical science, whether or not Doctor John S. Sayre, who was born about forty-five years ago, and who lived with his parents, consisting of his father and mother, until he was a young man and afterwards attended school, visited his home during vacations, and during the time continuously until within the last few years, or until the death of his parents, he made that his home when he was not engaged in business, his ordinary business away from Missouri, and who afterwards resided with his sister in Monticello, Missouri, a short distance from his old home, his old family homestead, and who in the year 1880 was afflicted with melancholia and became rather distant to his family and to the persons working upon the farm for the week prior to this attack of melancholia and who prior to that time being a young man that indulged in the games and pleasantries with the men and boys who were working upon his father’s farm; whose father and mother were in comfortable circumstances, the same as his brothers and sisters; his brother, with his father and sister, whom he after-wards lived with, and that he left home in the morning, remaining away all that day until nearly four o’clock in the afternoon, being found under a tree in a sitting position; that he was taken home and cared for and next morning it was found he had left home and remaining away from home on this occasion three or
On the part of the defendants, evidence was introduced of his two sisters, the county officers of Lewis county and other citizens of the same locality who knew Doctor Sayre intimately and had the best opportunity to determine his mental status, also associates of his in the navy and of some of the most distinguished physicians in the United States, all of whom testify that Doctor Sayre was not only a man of unusual native mental powers but a man of great learning and skill in his profession, and that from an intimate acquaintance and association with him they had never detected anything bordering on insanity or unsoundness of mind. It was also shown that Doctor Sayre’s ailment during his service in the United States Navy had been diagnosed by some of the best and most distinguished surgeons and physicians in. the United States as appendicitis.
At the close of the plaintiffs’ evidence and at the close of all the evidence, the defendants asked the court to give a peremptory instruction in the nature
I. Upon the foregoing statement, was there any substantial evidence authorizing the circuit court to submit to the jury the question whether Doctor Sayre had sufficient capacity to make a will, and to support the verdict of the jury that the said will was not his last will and testament?
A suit to contest a will is an action at law under our system, and this court will not weigh conflicting evidence to determine whether the jury found against the weight of the evidence. [Young v. Ridenbaugh, 67 Mo. 574.] But it has again and again been held that this court will examine the record to see if there is any testimony to support the verdict. [Appleby v. Brock, 76 Mo. 314; McFadin v. Catron, 138 Mo. 227; Hamon v. Hamon, 180 Mo. 685; State ex rel. v. Guinotte, 156 Mo. 520, 521; Crossan v. Crossan, 169 Mo. 631.]
. The standard of mental capacity required to sustain a will has been fixed so far as judicial utterances can settle a principle, and it is that the testator must have “had sufficient understanding to comprehend the nature of the transaction that he was engaged in, the nature and extent of his property, and to whom he desired to give it, and was giving it without the aid of any other person.” [Crossan v. Crossan, 169 Mo. 641; Brinkman v. Rueggesick, 71 Mo. 553; Couch v. Gentry, 113 Mo. 248.]
Doctor S. Edwin Solly, of Colorado Springs, Colorado, was shown to be-not only an eminent physician in the treatment of tuberculosis, but an expert in mental diseases. During the summer of 1899, the testator, Dr. Sayre, sought relief in the climate of Colorado and was under treatment of Dr. Solly. Dr. Solly testified that Dr. Sayre was under his care from the first time he saw him until he left Colorado. “His mental condition appeared to be perfectly normal. He was in my care for treatment of tuberculosis of lungs and throat. He did not suffer from any mental affliction. I saw him two or three times a week during the time he was
Doctor Philip A. Lovering, a surgeon in the United States Navy, and whose duty as a member of the Medical Board of the Navy Yard was to examine all cases of mental diseases and who had had much experience with mental affections, testified that he had known Dr. Sayre, the testator, since 1887. They were associated in the naval service, Doctor Lovering being the superior over Doctor Sayre. Doctor Lovering testified that Doctor Sayre had an excellent, well-trained mind, and rarely acted without deliberation. He was not easily influenced by others. Was careful in the performance of his duties, was a remarkably well-informed man on a wide range of subjects. His moral character was excellent, and he was universally respected by his associates.
Rev. Dr. Robert Mcllroy testified he and the testator boarded at Mrs. W. F. Smith’s during the year 1899. They were frequently together, ate at the same table and there was nothing in the testator’s manners or speech that indicated an unsoundness of mind.
Dr. Albert Weston of New York became acquainted with the testator in 1882 in New York when witness and Dr. Sayre were both assistant physicians on the medical staff at Ward’s Island, New York City Asylum for the Insane. They were intimately associated personally and professionally. Afterwards Dr. Weston knew Dr. Sayre when he was a surgeon in the Navy at the Brooklyn Navy Yard. Dr. Weston never saw any indications of an unbalanced mind in the testator, though he was somewhat reticent about his personal affairs.
Dr. Edwards S. Bogert, medical director of the
Joseph Buckley, circuit clerk and ex-officio recorder of deeds of Lewis county, testified to a close acquaintance with the testator the last year of his life. Dr. Sayre was loaning his money on real estate and he spent much time in 1898 and 1899 looking up titles. Mr. Buckley assisted him and he had an excellent opportuniity of observing his mental traits. He discovered nothing peculiar or unusual about his co'nduct; nothing to indicate an unsoundness of mind.
There was much other evidence of similar trend by those who had an opportunity from close association with Dr. Sayre to judge his mental soundness and it all tended to show that he was of sound mind and a close, accurate business man. Notably that of J. G. Farmer, formerly county clerk of Lewis county; J. E. Thompson, judge of the probate court; Dr. Dwight Dickson, of the United States Navy; Dr. R. Sayre of New York, Hayden McRoberts, W. K. Marchand and R. J. McNally.
On the part of the contestants, neither of the brothers of Dr. Sayre or any other member of his family was called to testify to contradict the evidence of his two sisters, Mrs. Boorman and Mrs. Smith, but their ease is made up, as indicated by the statement of the evidence accompanying this opinion, of conduct or acts by Dr. Sayre which the witnesses thought “eccentric,” “peculiar,” “strange,” “not sociable,” “close in money matters,” “very studious,” “forgetful,” and on one or two occasions “confused as to locations.” Much of said testimony is too trivial for discussion, as for instance that Dr. Sayre after his health had failed and he had been retired from the Navy did
Of all the evidence introduced by plaintiffs, the strongest circumstance was that nearly twenty years before he executed his will he was afflicted with melancholy growing out of his financial troubles which at the time threatened to deprive him of his medical education, but when Dr. Briscoe’s evidence on this subject
Much stress was laid upon what plaintiffs denominate “the illusion of appendicitis” which Dr. Sayre entertained prior to his retirement from the Navy in 1896. It is assumed that because it was testified that, although Dr. White of Philadelphia diagnosed the disease as appendicitis but found that the appendix which he removed was normal, it was a baseless delusion on the part of Dr. Sayre to imagine that he was affllieted with appendicitis, and this was made the basis in part of the hypothetical question propounded to the expert physician. That so eminent a specialist as Dr. White considered that the symptoms indicated appendicitis, otherwise he would not have subjected Dr. Sayre to the operation and removed the appendix, seems to have been overlooked by the learned counsel who propounded the question. But aside from this, the basis upon which Dr. Nixon’s theory of “a delusion of appendicitis” is built is that just prior to Dr. Sayre’s departure for Baltimore in 1897 preparatory to an examination by Dr. Osier, he had requested Dr. Nixon to examine his lungs and expressed a fear that
But it is urged that the experts testified in response to the hypothetical question that Dr. Sayre was of unsound mind. Medical men of great learning maintain that a mind diseased on one subject must be classed as unsound, but. the law of this State is too well settled to be gainsaid that a man’s mind may be impaired in one faculty and practically unimpaired in all others. Derangement of mental faculties does not incapacitate one under our laws from making a will, if it does not render him unable to transact his ordinary business, and incapable of understanding the extent of his property and of appreciating the natural objects of his bounty. We have incorporated the principal hypothetical question propounded to the experts and it is apparent that many, if not all, of the facts assumed, are entirely consistent with mental soundness. Those that tended in the least to show aberration were wholly detached from the more pertinent and important evidence which completely negatived the evidence of eccentricity or any mental unsoundness. It did not include the principal and controlling facts, but we are not bound to accept an opinion based upon facts which the law will not and does not recognize as showing a want of capacity to make a will. Conceding, as already said, that an expert might hold the view that Dr. Sayre was of unsound mind in some respects, the question and answer both fell short of the legal test of capacity to make a valid will in this State. Indeed one of the experts who testified of his own knowledge and acquaintance with Dr. Sayre was asked on cross-examination, “Was his mental condition such as to render him unfit to attend to his business affairs'?” and answered, “I would not have thought so at any time I saw him, no sir,” thus completely negativing, in a legal sense, his answer to the hypothetical question. As a matter of fact Dr. Nixon seems to have been in er
In conclusion, the testimony proves that Dr. Sayre was a careful, painstaking business man; that he was thrifty and saving and through his own efforts he accumulated a small fortune which he handled with