99 So. 370 | Miss. | 1924
delivered the opinion of the court.
This case is a contest over the alleged will of H. H.
Young died on December 5, 1921. For a number of years shortly prior to his death Gates T. Ivy, of West Point, Miss., had been his attorney. Hearing the general talk in the community that no will of Young had been found, Ivy stated to several people that some years before Young had executed a will in his office, and that he thought there was a carbon copy of it somewhere among Ms files. Pie and his stenographer, Miss Gates, instituted a search for the carbon copy, and an alleged copy was found by Miss Gates. This copy was shown, among others, to Mr. W. G. Roberds, attorney for the administrator of the estate. A few days thereafter, namely, on December 30,1921, these appellees, as beneficiaries under the will exhibited their petition in the chancery court, with a copy of this alleged carbon copy, praying to establish this lost will. One or two unimportant amendments were made to this petition.
Contestants (appellants in this court) in their answer denied the material allegations of the petition, denied that Young left a will, denied the execution by him of a will of which this was a copy, and further alleged that, even though he had made such a will, during his lifetime he had destroyed it (animo revocandi).
On April 14, 1922, the petitioners, with permission of court, exhibited their amended petition, in which they alleged that the original will of H. PI. Young had been found, reiterating, in substance, the averments of the .original petition, alleging the due execution and attestation of this original will, and asked that it be .probated in solemn form. The answer of contestants in substance denied the' signing, execution, and attestion of. the alleged will. In short, it denied that it was the last genuine will and testament of H; H. Young. An issue of
’ The burden of proof to establish the validity is upon the proponents of the alleged will.
The will is short. The will and attestation clause are upon two separate pages of paper, both typewritten. The aheged signature of H. H. Young appears in ink near the bottom of the first page. On the second page the attesting witnesses are Gates T. Ivy and Carrie Hoover Malone. Their signatures are also written in ink under the attestation clause.
The jury returned a verdict in favor of the propo- ‘ nents, thereby holding that the will exhibited for probate was the last genuine will of H. H. Young, properly signed and executed by him, and properly attested in accordance with our statutes. Thereupon the chancellor entered a decree in accordance with the verdict of the jury, and further construed the will holding that there was a lapsed legacy, which it is unnecessary for us to discuss inasmuch as that question of law was properly decided by the chancellor. From which decree this appeal is prosecuted.
While there are a number of assignments of error argued, the principal one is that the verdict of the jury is contrary to the testimony; that the testimony demonstrates that the alleged signature of H. H. Young to . the alleged will is a forgery, and that the decree should be reversed, and a decree entered in this court to this effect. We shall therefore discuss this assignment of error first, which necessarily brings into review the testimony introduced in the trial before the jury.
The proponents first, placed upon the stand Gates T. Ivy. In substance he testified thát he had been in the active practice of law at West Point, Miss., since 1899; that he had known the deceased, H: H. Young, since he
Miss Carrie Hoover Malone, the next witness introduced by the proponents, testified that at the time the alleged will was written and executed she was working in the law office of Gates T. Ivy as stenographer. She fully corroborated in every detail the testimony of Ivy about the preparation, signing, execution, and attesting of the alleged will, and testified that the one offered for probate was the one signed and executed in the office of Ivy on the day in question. Shortly thereafter she left the employment of Ivy. She testified that the will was typewritten on a Remington typewriter, she did not recall any other machine being in the office at the time the will was written; that both typewritten pages were written on the same machine. She failed to identify as
L. J. Howard, chancery clerk of Clay county for fifteen years, testified that he was familiar with the signature of Young; had seen him write his signature frequently in satisfying deeds of trust; that he knew Young’s signature; that the signature on the will was the genuine signature of Young. He then identified a great number of signatures of Young appearing on the deed of trust records of Clay county.
A. B. Cotrell, assistant cashier of the First National Bank, knew the deceased, Young, during his lifetime, was familiar with his signature, and identified that on the will as the genuine signature of deceased. He then testified about Young doing a banking business .with him, and identified a number of checks containing the genuine signature of Young. On cross-examination this witness stated that he recognized the signature of Young just as he recognized the face of counsel for the contestants; that the face would be impressed upon his mind, though he could not tell whether or not an eyelash was crooked or whether counsel’s ears were' sitting just right or not.
Another banker, L. W. Yates, knew deceased during his lifetime, was familiar with his signature, and identified the one on the will as the genuine signature of Young.
Whereupon proponents rested.
The first witness introduced by contestants was Frank A. Critz an attorney of West Point. Critz identified a note payable to Young receipted by Young. Young’s signature appeared thereon, which Critz testified was a genuine signature of Young, and this signature is ad
Dr. Lewis Schulhoeffer, the next witness for contestants, was from Birmingham, Ala. The doctor qualified as an expert in matters of signature and on handwriting. He testified that he had examined fifty or sixty signatures purporting to be that of Young with a microscope; that the signature appearing on the will is a spurious signature; that it is almost identical with the genuine signature on the Critz note. He then goes somewhat into detail as to why he thinks the signature spurious. We shall not set out in full this testimony.
In most of Young’s1 signatures, instead of making periods bétween the two capital H’s, his initials, he makes a short line. This appears on the signature to the will. This witness testified that the appearance of these two lines indicated that they had been gone over. He then pointed out certain differences that he saw indicating pen lifts on the will signature. He testified that the appearance of the will signature indicated that it was written njore closely and with more consciousness than the genuine signature was written. In short, he details many alleged differences appearing to him between this signature and other admitted genuine signatures of Young. He further testified that be came to the conclusion that this was a spurious signature from an examination of a photograph of it without any comparison whatever with any admitted genuine signatures. The witness thought that the forger was attempting as nearly as possible to imitate the signature on the Critz note.
J. P. Wood, of Chicago, 111., was the next witness introduced by the contestants. He qualified as an expert bn handwriting, signatures, and typewriting. He was the principal witness introduced by contestants, and it is really upon his testimony that contestants ask that the cause be reversed. They claim that his testimony demonstrates that the signature is a forgery. This witness
The witness further testified that the first page of the will was written on an Underwood typewriter, while the second page was written on a Remington typewriter No. 10, which was exhibited before the jury in the trial, of this cause, which typewriter is the property of Gates T. Ivy. In his opinion the Underwood typewriter upon which the first page of the alleged will was written is the same machine upon which Gates T. Ivy on March 15, .1922, from Covington, Okla., wrote a letter to W. W. Magruder, attorney for the contestants. This opinion is based upon the similarity of certain defects appearing in the same typewritten letters and the general appearance of letters as to their cleanliness. Various photo
The witness Wood testified that the letters on an Underwood typewriter and a Remington typewriter are differently made; consequently there is a difference in their formation, and this difference readily appears from an examination; that the serifs on an Underwood are much longer; that the small “f’s” and aV’ are different from those on a Remington, and that there is a slight difference in the size of the letters; also that the formation of the small ‘ ‘ y’s ” on the two typewriters is different, particularly in the curve of the tail of the “y” and the little ball with which it ends. There are enlarged 'photographs in the record where all the letters are placed in the position to illustrate this contention. He testified that, while ordinarily a Remington typewriter did not have' an asterisk made on it, yet they were put there at special request; that an Underwood always has an asterisk; that there is a difference between the Remington and the Underwood asterisks; that the asterisk appearing on the first page of the will is that of an Underwood. Another alleged difference pointed out by this witness is that on the first page of the will the small ‘ ‘ a’s ” were always in proper alinement, while on the second page of the will they were always out of alinement, being below that of the other letters.
A great many court records were introduced in testimony containing typewritten matter prepared in the office of Gates T. Ivy. From an examination of these papers the witness Wood identified a number as being pre
At the conclusion of the testimony of the witness Wood the contestants rested.
The proponents then introduced an expert photographer from St. Louis, named McClosky. The testimony
Mr. Mechlin, of St. Louis, an expert on handwriting and signatures, was then introduced by proponents. He had examined numbers of the admitted genuine , signatures of Young and the signature in question to the will. This witness, in short, testified that the signature on, the will and those admitted to be genuine signatures of Young were written by one and the same person. At this stage of the trial, when this witness was placed upon the stand, the contestants objected to this testimony as not in rebuttal. The court held that, while the better practice would have been for this testimony to have been introduced in chief, yet that, in view of the importance of the suit,’ the testimony should be admitted.
Mechlin testified in detail about the formation of the different letters and the various signatures of Young, and why he thought the one to the will genuine.
Another expert witness who testified to the genuineness of the will signature was Sparkman, of Birmingham.
We neglected to state in detailing some of the testimony of the witness Wood, that he was asked on cross-examination to state what kind of typewriters wrote certain specimens exhibited to him. Mr. Hamlin, a lawyer of West Point, who had prepared these specimens, testified for the proponents, and his testimony was to the effect that Wood had been wrong in probably at least one-third of his identifications.
The chancery clerk, L. J. Howard, was then recalled to the stand by proponents, and testified that the carbon copy of the will was shown to him by Mr. Eoberds, one of the attorneys, about the 29th day of December, and that from the contents of the carbon copy identified by the witness Wood it contains the same provisions as the
Miss Tiny Gates, stenographer for Gates T. Ivy, testified to the finding of the carbon copy in the office by her, and that the carbon copy identified as a carbon copy by the witness Wood was the identical copy found by her in Ivy’s office.
H. J. Komegay, sheriff at Olay county, testified that he was familiar with Young’s signature, giving his reasons therefor, and that in his best judgment the signature on the will was that of Young.
C. B. Bouchillon testified that he had known Young for many years; that he had been postmaster, and had had other business dealings with Young; that he was familiar with his handwriting; that the signature on the will was Young’s. On cross-examination he said that he believed it was Young’s signature so strong that he knew it was his signature.
Whereupon the proponents rested.
After the conclusion of the testimony counsel for contestants requested the court to take a recess until noon the following day, as they expected by that time to have a witness by the name of Osborn present to testify as an expert in the case; that Osborn then was on his way from New York, and should reach West Point by that time; that he was generally recognized as the greatest expert on questioned documents in America. The court overruled this motion.
The cause was submitted to the jury upon oral argument and instructions of the court, resulting in a verdict for proponents.
Under this testimony the appellants contend they should have had a peremptory instruction; that the testimony, when considered with,the exhibits in the cause,
This court has carefully gone through all of these exhibits and has examined them not only with the naked eye, but with a magnifying glass. With much time and at much pains we have made the comparisons in this way of the different letters On the two typewritten pages, as well as the photographs of them contained in the record. It is not necessary to discuss in detail these alleged dif-' ferences. Suffice it to say that we note some differences in some of them. We, however, further note as much difference in the general appearance and formation of the same letter as it appears at different places upon the first page of the will, and also the same thing about letters on the second page of the will. It is manifest that the typewriter or typewriters used in preparing this will were neither clean nor in first-class condition. We cannot say from this examination that these two pages of the will were written on different typewriters. For instance, the alinement of the letter “a” is not correct on either page in some instances. It appears below the line in some places on the first page as well as on the second page. Neither can we say that the same typewriter wrote the Ivy letter and the first page of the will. We find differences in the letters in these two documents. There are many things that enter into typewriting; the condition of the keys, the condition of the ribbon, and the stroke upon the keyboard may make the same letter have a different appearance.
The question of typewriters, though material, is not the vital issue in this case. It is merely a circumstance
While, the details of the transaction were, of course, admissible in testimony, the vital question was whether or not Young signed and executed this will, and these facts were testified to by the two subscribing witnesses, Gates T. Ivy and Miss Malone. While Ivy is one of the attorneys in the case, and is to receive a fee contingent upon the success of the probate of the will, Miss Malone is uncontradietedly shown to have no interest whatever in the result of the suit. Neither the character nor integrity of either of these witnesses is attempted to be impeached, except by the general contradictious which may arise
In attesting a will the attesting witnesses must not only witness the signing and publishing of the will by the testator, but it is also their duty to satisfy themselves that he is of sound and disposing mind and memory, and capable of executing a will. These facts were also testified to by these two subscribing witnesses. For this reason, in the case of Brock v. Luckett’s Ex’rs, 4 How. 459, this court said that the testimony of these subscribing witnesses is entitled to greater weight than the testimony of those who had no such duty to perform, and especially is entitled to greater weight than the testimony of witnesses who were not present at the time of executing the will, and who did not see the testator the day of its execution. See, also, Gillis v. Smith, 114 Miss. 665, 75 So. 451; Helm v. Sheeks et al., 116 Miss. 726, 77 So. 820.
In the Sheeks Case this court said that the testimony of the two subscribing witnesses is the best evidence of the due execution of the will.
The proponents ^in this case made out a prima-facie case by the proving of the due execution of the will by these two subscribing witnesses. While both of them proved its execution, Miss Malone was the only one who testified upon what typewriter it was written. Ivy was not in the room when that was done, and consequently did not testify on that point.
Proponents, however, did not stop with the testimony of the attesting witnesses, but introduced a number of citizens of West Point, bankers, county officers, and others who had known Young for years, and who were familiar with his signature, had frequently had occasion to see it, and all of whom testified unqualifiedly and positively that the signature on the alleged will was the genuine signature of Young. It'is a matter to be noted that not a single person who knew Young in his lifetime, and who was familiar with his signature, testified in
The testimony of Miss Gates about the finding of the carbon copy of the will and her identification of it in testimony as the same one found in the office of Ivy in December, coupled with the corroborative testimony of Howard, chancery clerk, that he examined this copy about that time, evidently had great weight with the'jury. This carbon copy could not have been in existence at that time- and the will forged months later, because from the testimony of the witness Wood, the carbon copy necessarily was made at the time of the writing of the two pages of the alleged will.
In fact, had the jury found otherwise, a very serious question would be presented to this court as to whether or not a verdict based upon the testimony of these two expert witnesses would be allowed to stand by this court, contradicted as it is not only by the two attesting witnesses but by numbers of witnesses to whom Young was' personally known and entirely familiar with his handwriting, who unqualifiedly testify to the genuine signature on the will. We shall only say that in our judgment, at least, a vast preponderance of the testimony supports the verdict of the jury. It is not necessary in this opin
Under this testimony it would have indeed been a surprise to this court for a jury to have rendered any other verdict than one in favor of the genuineness of this will. We are satisfied that the verdict of the jury in this case is according to the law and the testimony.
An assignment of error is predicated upon the refusal of the chancellor to sustain a challenge for cause to a juror by the name of Rose. The substance of the examination of this juror was that he could try the case fairly and impartially; that his wife was a sister of Mrs. Price Ivy, whose husband, Dr. Ivy, was a brother of Grates T. Ivy. The court was correct in overruling this challenge. Rose was not related by affinity to Gates T. Ivy. This supposed relationship seems to be the basis of this objection. The juror Rose, however, was challenged peremptorily, and there is no contention that the cause was not tried by a fair and impartial jury.
It is unnecessary to consider the alleged errors of the court on the admission and exclusion of testimony. It is sufficient to say that we think from the admitted testimony both proponents and contestants were permitted to fully present their respective causes.
It is also insisted that the court erred in admitting in testimony the carbon copy of the will. We think this was very material testimony, and should have been admitted. It was certainly evidence of the fact that the will existed
We find nothing wrong with the instructions. The issue was fully and fairly and correctly submitted to the jury under them.
It is insisted that, since the proponents of the will did not rest their cause when they made out a prima-facie case by the introduction of the two subscribing witnesses to the will, but further placed upon the stand witnesses to prove the genuine signature of the decedent, the court should not have permitted them, after the contestants closed their cause, to introduce further testimony along the same line. This court has declared that the ordinary procedure is to make out a prima-facie case by the introduction of the subscribing witnesses to a will. Proponents may then either rest their cause or introduce other testimony. In view of the testimony of the two expert witnesses for the contestant, we think.the court was correct to permit the proponents in this cause, in order that justice might be done and that the jury might have the benefit of the testimony of other witnesses, to reopen the case and introduce this testimony. Some of it was not strictly rebuttal testimony, but the court would certainly have permitted its introduction even though out of order upon the request of counsel. In fact, courts, and particularly chancery courts, often do remand a case to rules after both sides have closed the taking of testimony "for the purpose of taking other testimony. Necessarily there is a wide discretion vested in the chancellor to do this, and in this case this discretion was not abused.
The contestant’s motion for a new trial was correctly overruled.' This is assigned as error. One of the grounds stated in the motion was that of newly discovered evidence, namely, that they could prove by the Memphis Remington Agency that Grates T. Ivy bought a Remington typewriter No. 10, from this agency in 1914. "When this machine was in fact bought by Ivy was not testified
The witness Osborn arrived from New York and testified at the hearing of the motion for a new trial. His testimony briefly corroborated that of Wood and the other expert introduced by contestants, which testimony ■was cumulative. Had counsel, however, desired this testimony on the trial in chief, we see no reason from the record why they could not have procured his attendance on time. He was beyond the jurisdiction of the court; consequently, the court could not have compelled his attendance. Counsel for contestants announced reády for trial. It would have been a strange procedure, indeed, for the chancery court of Clay county to have recessed from one day to another to await the coming of an expert witness, however eminent though he may be in his calling or profession.
After a most careful and painstaking investigation of this entire record, we are satisfied that the decree of the lower court should be affirmed.
Affirmed.