57 Md. 537 | Md. | 1882
delivered the opinion of the Court.
It appears from the record in this case, that on the 28th of May, 1861, Mrs. Ella Slingluff, of the City of Baltimore, executed the following paper :
In the name of God, Amen. I, Ella Slingluff, of Baltimore County, in the State of Maryland, being of sound and disposing mind, memory and understanding,, and knowing the certainty of death, and the uncertainty of the time thereof, do hereby declare and publish this, my last will and testament, in manner following, that is to say; I give and bequeath to my beloved mother, Caroline D. Sewell, all the property that I may die possessed of, of whatever kind, character or description it may be, to have and to hold, to her and her heirs forever.
Test: — Ella Slingluff, [Seal.]
Done this twenty-eighth day of May, in the year eighteen hundred and sixty-seven, and signed in the presence of—
Lewis E. Bailey, [Seal.]
Bena Sanders, [Seal.]
Jeannette Roper, [Seal.]
It is conceded that at the time of the execution of this paper, Mrs. Slingluff was fully capable of executing a valid will. That she was at that time married to Fielder C. Slingluff, one of the complainants, and that she was then childless, but expected soon to become a mother, and that in fact her first child was born in the month of July following, and lived until July, 1868, when it died. That Mrs. Slingluff gave birth to another child, Richard S. Slingluff, in the month of October, 1868, and that her
It also appears from the record that the paper above referred to, was delivered soon after its execution to Fielder C. Slingluff, and was by him delivered to Lewis E. Bailey, a connexion of the family of Mrs. Slingluff, who kept it in his possession until after the death of Mrs. Slingluff, when he delivered it to Fielder C. Slingluff, who passed it over to the appellant, who now has possession of the same.
That about the month of January, 1815, the appellant declared her intention to present the will for probate, and. to assert her rights as legatee under it.
Thereupon the appellees filed their bill in the Circuit Court of Baltimore City, alleging and charging that the said paper was executed by Mrs. Slingluff, and delivered to her husband, with the request and positive understanding and direction that the same was not to be held or taken, or to be used or probated as her last will and testament, in case she should die leaving issue, but in the event of her leaving issue, should be wholly inoperative, so that her estate should pass as if it had never been executed ; and also charging that the appellant had full knowledge at the time of the execution of said paper, of the intention and direction so given by the maker, and assented to the same. And the bill prays that the appellant may be enjoined from offering said paper for probate, and that she bo ordered to produce the same for cancellation .
The appellant in her answer positively denies that she had any knowledge of, or ever assented to the alleged fact that the paper in question was only to be used or probated in the event of her daughter’s death without issue, and she also denies that such was the fact. She also accounts for her delay in asserting her rights under said
A commission was then duly issued, and a large mass of parol testimony taken by both appellant and appellees, the case set down for final hearing, and the Court below passed a decree perpetually enjoining the appellant from offering said will for probate, and directing it to be brought into Court to be cancelled; and from this decree she ap- ■ pealed to this Court.
The first and most important question that presents itself for our consideration, is whether parol evidence is admissible in this case to prove that the paper referred to, although in form a valid will, was in fact intended by the testatrix to be used and probated as her will only in the event of her dying without issue, and that in the contingency of her dying leaving issue, it should be wholly inoperative, and her estate should pass as if it had never been executed.
The case is an interesting one and the point so raised a novel one. The case has been very ably argued before us by the eminent counsel engaged in it, and many authorities have been cited, but' we have been able to find no case either in England or this country precisely like the present, and the determination of the case must depend more upon the application of well known and well settled general principles than upon the authority of adjudicated cases. :
There are three essential requisites for every good and valid will; and these requisites are, perfect testamentary capacity, the intention to dispose of property in the event of death, and the formalities required by the statute. One of these requisites for every perfect will — the inten
“The second thing required to the making of a good testament is that he that doth make it, have at the time of making it animus testandi, i. e. a mind to dispose, a firm and advised determination to make a testament, otherwise the testament will he void,” and he then goes on to say, that “'if a man jestingly and not seriously writes or says that such a one shall have his goods, this is no will.” How when Mrs. Slingluff on the 28th of May, 1867, executed this paper, she clearly had this animus testandi. The act was not a jest or a sham, hut a serious and well considered one. She was perfectly sane, and no fraud or undue influence was practiced on her. She was perfectly competent in every respect to execute a valid will. When, therefore, under these circumstances, she did on that day sign and seal that paper, purporting to he her last will and testament, in the presence of the subscribing witnesses, and declared in writing in the instrument itself, that she did publish and declare it to he her last will and testament, it did then and there become her last will and testament.
The law required her to do nothing more than she did do, to .make the will perfect, and she could have done nothing more. Ho further declaration or act was required of her.
She possessed undoubted testamentary capacity, and the animus tesiandi, and complied literally with the forms required by our statute, by reducing her wishes to writing, signing, sealing and declaring it to he her last will in the presence of three witnesses: and when all this was done, the act was a complete and finished one. If under these circumstances the paper in question was not her last will and testament, it is difficult to describe what if was. It was either her last will and testament, or it was a nullity, and entirely void.
The whole, theory of their case rests upon the assumption that it was a good will on the day of its date, but1 was avoided afterwards, and that had the testatrix died at any time after its execution and before the birth of her child, that her mother would have taken under the will, without doubt or question. To so much of that theory as recognizes the paper as a valid act, on the day of its execution we assent, and we are of the opinion that at that time it was her last will and testament, and not a nullity and void; and being then her last will and testament, the question next arises, how it could be made inoperative afterwards.
• Wills are more especially guarded and protected by the law, than any other instruments. They are guarded in their inception by the formalities required by our statute, and after they are made, they are equally guarded by our statute, which points out the only mode by which they can be revoked or annulled.
This will may be treated as intending to pass real estate, and the mode of its revocation is pointed out in .sec. 302 of Art. 93 of the Code, which provides that no such will shall be revoked, except by some other will, or by burning, cancelling, tearing or obliterating the same by the testator himself, or by some other person in his presence and by his direction and consent. This statute is imperative- in its terms, and no mere verbal declarations of a testator, however strongly expressed, and however earnestly he may wish, or intend so to do, can have any effect upon a will after its execution. It can only be revoked in the manner prescribed by the statute. Wittman and Wife, et al. vs. Goodhand, Adm’x, 26 Md., 95.
To allow the parol declarations of the testatrix, whether made before, after, or at the time of the execution of the
But there is another objection to the admissibility of this evidence. We do not understand the complainants to controvert the well settled rule that parol evidence is not admissible to add to, vary or contradict a written instrument, hut they seek to exclude the present case from the operation of this rule by insisting that the question before the Court is not the construction of the instrument, but whether on the happening of a contingency the instrument should have any effective legal existence, and that they are dealing not with its construction, hut with its existence.
Let us see if this position is tenable. Here is a paper presenting upon its face all the indicia of a perfect will. In that paper the testatrix asserts in the most unequivocal manner, and in writing, that the paper is her will. The paper itself contains no condition whatever, but gives the whole property of the testatrix to her mother unconditionally. Parol testimony is sought to he introduced, to prove that it was given to her mother only conditionally. Would not the effect of this he, if admitted, to add by parol a new clause to the written will ?
So chat the will would read substantially thus—
I give and bequeath to my beloved mother, Caroline I). Sewell, all the property that I may die possessed of, of whatever kind, character or description it may he, to have and to hold to her and her heirs forever, provided that 1 die without leaving issue, hut if I die leaving issue, then such issue to have all my property.
The learned Judge who decided this case below, says in his opinion:
“ Instances are without number of instruments (other than wills) formal in all the requisites of execution, which have been made to be called into effective existence only on the happening of a condition, the condition being made apparent by parol proof; why may not the same be held of wills ?”
There are numerous cases where instruments (other than wills,) perfect in form have been held as escrows, and only called into effective existence by the happening of a condition, and that condition shown by parol.
There have heen many such cases referred to by the appellees, as of deeds, notes, &c. The reason why such instruments are held as escrows is that the consent of some one of the parties to the instrument is withheld until the happening of some condition. In all such cases, and in all instruments that can be held as escrows, it will be found that the consent of more than one party is necessary to give validity to the instrument.
Thus in the case of a deed, the consent of both the grantor and grantee is essential to its validity; and in the case of a note, the maker and payee. These instruments so held as escrows are all in the nature of contracts, by which the parties are to be bound to each other upon the happening of a contingency, but not otherwise. The Courts can and do interfere and compel the parties to perform their agreement so made.
But no case has been cited, and we believe none can be found, where a will has ever been held as an escrow, and
A will is tbe act of the testator alone, and requires the consent of no other person. It is, when made according to the forms required by law, a completed act, and leaves nothing more tobe done; no delivery to any one is necessary. It is in no sense a contract, and no one is bound by it, and the testator can revoke, alter or change it, as often as he pleases, and no one has the right to interfere, and no Court can coerce him. It is his privilege and right, which be may exercise or not; at his own pleasure.
Possessing as he does this unrestrained power over his will during his own life-time, it would be a mere idle and nugatory act to attempt to make an escrow of a will during his life. If the condition is to happen at or after the death of the testator, the evil consequences likely to ensue are more apparent, and an unprincipled custodian, instead of testator, would have it in his power to make or unmake tbe will. The three witnesses would be useless. They might indeed depose that the testator was of sound mind, and that he did publish and declare the paper to be his last will, and they would be met with the answer, that all that was true, and that the will was formally executed, but that the testator had given directions, that in a certain contingency it should be inoperative and the property should pass as if it never had been executed. Every condition allowed by law can be put in a will, and no good reason can be shown why every testator who desires a conditional will does not make one. The books are full of such wills. Ho one is left to the necessity of trusting a part of his testamentary disposition to the uncertain memory of a witness.
In the case of deeds or other instruments that can be held upon condition, the condition must always be a condition precedent and not a condition subsequent, that is to say, the condition must occur before the deed is delivered
In Blade vs. Shreeve, 2 Beasly, 458, the Court say:
“ If the instrument be once delivered to tbe party, who. on its face is entitled to it, it becomes eo insianti a deed. No agreement in conflict with the plain tenor of the deed is permitted to be proved — to show that its operation as a deed is to depend upon the performance of some condition subsequent.”
As we have said above, the will in this case was a complete and finished act — as much so as a deed delivered to the grantee, — if it were admissible to prove by parol, any condition whatever, (which however we do not admit) it. must certainly be a condition precedent, and not a condition subsequent.
The case of Lester vs. Smith, 3 Swabey & Tristram, 282, and the case of Nichols vs. Nichols, 2 Phillimore, 180,. have been much relied on in the argument of this case by appellees. But both these are unlike the case at bar. In them the essential element of a will, the animus testandi,. was totally wanting, and parol testimony was allowed to. show that the paper never was intended at any time and under any circumstances to operate as a will.
In Lester vs. Smith, Smith had made a will duly executed in which he had left certain property to his daughter,. Mrs. Mason. A Mrs. Marshall, the mother-in-law of Mrs. Mason, was the occupant of a house that Smith claimed title to, but Mrs. Marshall refused to recognize his title.
He thereupon fell upon the plan of executing a codicil revoking the devise to his daughter, thinking that Mrs. Mason, when she knew'it, would use her influence with Mrs. Marshall and get her to recognize his title to the house. But he gave explicit directions that this codicil was never to be used or to operate as his will in any event,, and had been executed only to effect that collateral object.
“It was however, executed in the presence of testator’s brother, to whom it was given by the testator, with express directions that he was not to part with it, and that it was in no event to operate, or to revoke the bequest made in his will, but to be used only in the manner above described. Similar declarations were made by the testator, at the moment of its execution. A codicil thus duly executed in point of form and attested by two witnesses has been directly impeached by parol testimony. It bears all the appearance on the face of it, of a regular testamentary paper; but on the evidence, it has been found by the jury, not to have been intended as such by the testator. The momentous consequences of permitting parol evidence thus to outweigh the sanction of a solemn act, are obvious. It has a tendency to place all wills at the mercy of a parol story, that the testator did not mean what ho said, on the other hand; if the fact is plainly and conclusively made out that the paper which appears to-be the record of a testamentary act, was in reality the offspring of a jest, or the result of a contrivance to effect some collateral object, and never seriously intended as a disposition of property, it is not reasonable that the Court should turn it into an effective instrument, and such no doubt is the law. There must be the animus testandi.”
And further on he says :
“ In the present case however, the Court finds the evidence so cogent, that it is prepared to act on the finding of the jury, that the codicil was executed as a sham and a pretence, never seriously intended as a paper of testamentary operation.”
We have given a lengthy extract from the opinion in this case, because it was much relied on in the argument.
“ If this evidence can be received and is to be credited, this is not the will of the deceased, for it wants the great requisite, the animus testandi; it was not written with the mind and intention to make a will. A question has been made whether this evidence can be received. I am of opinion that it can and must be received.”
These cases go perhaps as far as any cited in allowing parol evidence. But in these and in all the other cases referred to, the Courts have restricted the evidence to the ascertainment .of the animus testandi, and have never gone beyond that. Even if we were to admit that these cases were well decided, (which we do not determine,) we consider the parol evidence offered in this case inadmissible. If it were in any such case admissible, we would be unwilling to reject it in this, as the straightforward testimony and disinterested conduct of the husband of the testatrix presents a strong case, and one with many equitable features, strongly appealing to our sense of justice. But we must take the law as we find it; and as in all the long period that has elapsed since the passage of the Act of 29th Charles 2nd, no Court has permitted such testimony to be received, .we cannot do so now.
The only remaining point to be considered is whether Mrs. Sewell is now estopped from asserting her rights,
Decree reversed, and, bill dismissed.