44 Ky. 58 | Ky. Ct. App. | 1844
delivered the opinion of the Court.
[This opinion was delivered at the Spring Term, 1844, a few days before the adjournment of the Court, and suspended until the Fall Term, when the suspension was removed.]
On the 12th day af October, 1842, William Steele, of Fayette county, died childless and unmarried; and at the succeeding Nov. term of the Fayette County Court, D. L. Price and Elizabeth his wife, the latter claiming to be a principal devisee, offered a paper for probate, as containing the substance of the will of William Steele, alledging that the written will, executed by him, was lost. The draft thus propounded, contained a devise of 200
From this sentence of the Circuit Court, an appeal has been taken to this Court by the heirs. And under the act of 1842, (3 Statute Law, 585,) the case has been heard here, and it is to be decided, not as formerly, upon the testimony of witnesses examined before us, but upon the law and evidence apparent in the record. As the appeal does not bring up the will itself for probate or rejection, but brings up, in substance, the question whether the Circuit Court has proceeded correctly or incorrectly in the trial and decision of that question, we have regarded the party alledging error, as holding the affirmative in this, as in other cases of appeal, without regard to his attitude upon the issue of fact in the Court below ; and therefore award, ed to the appellants, as in other cases, the opening and conclusion of the argument.
The 11th section of the statute of wills, (Statute Law, 1543,) in providing for their admission to record, says, "when any will shall be exhibited to be proved,” &c., whence it might be inferred that nothing but the very writing executed or published by the party as his will, could be offered for probate; yet it has been repeatedly decided, that a will may be proved which has been lost or destroyed after the testator’s death ; as in the cases of Happy’s will, (4 Btbb, 553;) Payne’s will, (4 Monroe, 422;)
This conclusion, derived from a fair interpretation of the statute, is fully sustained by the cases of Davis vs Davis, (2 Eng. Ecc. Rep. 275;) Legare vs Ashe, (1 Bay’s Rep. 464,) and many other foreign cases ; and in our own Court, by the cases of N. Beauchamp’s will, (4 Monroe, 361;) Allison vs Allison, (7 Dana, 90;) the two cases on Beall’s will, of Beall vs Counningham, (1 B. Monroe, 399,) and (3 same, 392; and Campbell, &c. vs West, (3 B. Monroe, 242.) Of the six wills involved in these cases, and of which none were found at the testator’s death, and some were proved to have been previously destroyed, and the non-existence of the others, would be presumed, from their not having been found ; four were established on the ground, that although notin existence, they had not been revoked, and therefore remained valid, and became effectual at the testator’s death. The fifth, N. Beauchap’s will, was rejected, not merely because it had been destroyed before the testator’s death, although the fact was known to him, but because it had
In the case before us, not only was the original will not produced for probate, nor proved at the testator’s death, but it was proved by a witness on the part of the appellees, that the testator about three weeks before his death, had told him that the will was lost, and also, in effect, that he intended to have another written just like it; and yet it does not appear that he ever made any attempt to renew the will, and it is certain that he never did renew it.
But the third section of the statute requires the revocatory acts, to which alone it gives effect, to be done by the testator himself, or to be caused by him to be done in his presence. And therefore, neither the casual loss or destruction of the will, without the agency or knowledge of the testator, nor his subsequent knowledge of the fact, nor his failure to renew the will, nor all together, constitute a statutory revocation. In the case of N. Beauchamp’s will, it not only appeared that the testator was informed of the destruction of his will, but that he said he had ordered it himself; that the law would make a will for him, and he did not renew it. There was no express proof of a statutory revocation, because it was not expressly proved that the will was destroyed in the presence of the testator. But from the facts above stated, the Court say the intention to revoke must be inferred, and the same facts constituted the evidence which so inseparably knit together, and bound the external symbol of revocation, and the inward intention to revoke, as that the Court, on that ground, felt authorized to say that, there was a revocation, though it was not proved that the
And the fair deduction from both the cases, as well as from a consideration of the fact itself, is that such a failure is to be regarded at most, as only furnishing a primti, facie presumption or inference of an intention to revoke. It follow's, of course, that the rebutting evidence, which
After what has been said, the difference between a failure to renew a written will, which has once existed in valid legal form, and the failure to make a will, where one has never been made, is too obvious to require comment. The one necessarily produces, and indeed constitutes intestacy. The other does not necessarily produce it, if there be other means of proving the will; but in that case, can only tend to produce it, so far as it may tend to prove the intention to revoke the will. This is the utmost effect which is given to it by the adjudged cases, or to which in point of reason or of law it can be entitled. It may, in connection with lapse of time, or other circumstances, amount to satisfactory or even conclusive evidence. But in itself, and standing alone, the mere failure for a short time, to renew a will ascertained or supposed to have been casually lost ordestroyed, mustbeadmitted to be equivocal, or at any rate, slight in its tendency to prove an intention to revoke. And it is certain, that whatever tendency it has in this respect, may be destroyed by facts going to show that the failure should be attributed to other causes than an intention to revoke, as it may be overcome by evidence tending more directly to prove that there was no such intention. If then, it be conceded, in opposition to the apparent tenor of the 3d section of the statute, that a testator after having discovered the casual loss or destruction of his will, may, without further visible act of revocation, effectually revoke it by mere adoption of the pre-existing fact, with the intention thereby to revoke the will and die intestate, and that his failure, even for a short time, to renew the will, may tend to prove this mental act of revocation; it must also be conceded, that
Recurring then to the proof, the enquiry, as substantially laid down in the case of Campbell vs West, is, Did William Steele ever make a valid will? What were its contents ? Did he ever knowingly destroy it, or after having ascertained its loss or destruction, approve or adopt that fact, with the intention to revoke the will, and die intestate ? And first, as to the execution and contents of the will:
It has already been said, that William Steele died childless and unmarried. He had lived for many years close by his only brother, John Steele, whose daughter claims to be the principal devisee. He was a man of intelligence and education, but had been for some years before his death, addicted to frequent and deep intoxication. In 1837, about which time the will is supposed to have been made, he was entirely competent to make and write his own will. He was then the owner of 260 acres of land, and nine slaves, .old and young; and was free, as he remained until his death, to dispose of them according to his inclination, or his judgment. About 60 acres of the land had been occupied by Brice Steele, whose relation to the decedent is not stated, for twenty years, and • continued to be so occupied until the testator’s death. As early as the year 1831, the decedent had announced to one witness, and afterwards and before exhibiting his will, he repeatedly announced to him and others, that he intended to give to his niece, Elizabeth Steele, afterwards Elizabeth Price, the greater portion of his estate, and as he •said more specifically, to at least one of them, the 200 acres of his land. In the year 1837, he exhibited to two of these witnesses, and on different occasions, a paper then
According to the rule laid down in the case of Baker vs Dobyns, supra, and which is evidently implied in the ease of N. Beauchamp’s will, and is sanctioned by the practice in proving by a single witness, the execution and attestation of wills which are produced, and in proving the contents of written documents not produced, the foregoing evidence independently of the strong confirmation which it receives from other corroborating proof, must be deemed amply sufficient to establish the devises of the land and of the three slaves, as recorded in the Circuit Court. And as to publication, upon which some stress was laid in the argument ; the paper having been repeatedly and amply verified by the testator as his will, was sufficiently /published as such, if indeed any other publication besides the fact of his having written it himself were necessary. Was the will, then, ever revoked ? With regard to the 60 acres of land devised to Brice Steele, the fact already mentioned shows, that there was no change of inten
To the four witnesses to whom the will had been shown, the testator in repeated conversations, coming down to within a few months before his death, continued to express the same testamentary intentions with regard to his niece and the devise to her, as were contained in the will. To one of them he said, in 1842, in reference to a house he was preparing to build on the land, that he was going to build the house for his niece, and at the suggestion of the witness, he altered the plan of some of the rooms, the better to suit her supposed convenience. To a seventh witness, he said, several years before his death, in answer to a question as to what he meant to do with his property, that he meant to give it to Mrs. Price ; she had the papers. To an eighth witness, he said, a little more than a year before his death, .that he had made a will, and had left the farm to Mrs. Price; and about two months before his death, the same witness heard him say he had a will. He told a ninth witness, in 1841, that he had rented out his farm for the - purpose of building a house, which he intended .living in till his death, and then it was to go to Mrs. Price, and that the part about Brice Steele’s was to go to him. In August, 1842, he said to a tenth witness, in answer to a remark about his making brick, in substance, that the land was Mrs. Price’s, and he was building the house for her. To a an eleventh witness, the brick maker engaged in making the brick, he said, Elizabeth Price was to occupy the house. To a twelfth witness, he said, in September, 1842, that he had made a will a long time ago; that he had left 200 acres of land, and four negroes, to Dr. Price’s wife, and was building a house for her on the land. And to a thirteenth, he said, in 1842, that he had given the land to his niece, Elizabeth Price, and was building a house on it, where he could live with her, &c.; that whether he was drunk or sober, she had always been as kind to him as a child. And others of the witnesses prove, that whether he was drunk or sober, he had always displayed the greatest affection for her.
Surely if his declaration, which constitutes the only direct evidence of his knowledge of the loss or non-existence of the will, and the competency of which seems to be doubted, had not been heard of in the case, and the evidence of revocation had stood as it then would have done, on the presumption arising from the fact that the will having been last heard of in the custody of the decedent, was not found at his death; it would have been more natural and more reasonable, in view of the great probability of its loss, arising from his loose habits of business, his carelessness in keeping his papers, and his frequent intoxication, (all of which are proved,) and of the extreme improbability and absence of all evidence of a change in his intentions in behalf of his niece, and of the strong testimony of facts and declarations showing the continuance of those intentions, and in view of the consequences of intestacy upon the most cherished plans of the decedent; it would have been more agreeable to nature and to reason and experience, to say that the will had been casually lost, without his knowledge, and, therefore, was not revoked, than to say either that he had knowingly destroyed it, or that having ascertained its loss or destruction, he had approved and adopted it with the determination to die intestate. And in the cases of Davis vs Davis, (2 Eng. Ecc. Rep.) and Beall vs Cunningham, (1 and 3 B. Monroe,) and Legare, &c. vs Ashe. &c. (1 Bay.) and other similar cases, we should find ample authority for adopting, as Judges, such a conclusion from such a state of facts.
What effect then, is to be given to the fact that about eighteen days before his death, and only ten or twelve be
With this additional evidence of adherence to the will, furnished by the last words of William Steele which are proved in the cause, and under the impression produced
If these considerations do not absolutely prove that there was no change of purpose in William Steele’s mind with regard to the disposition of his estate, and therefore, that his failure to renew the will did not proceed from any such change of purpose, and could not prove it, they at least render it proper in point of reason, to resort to any other probable hypothesis which the facts may present, by way of accounting for that failure, rather than to adopt one so unreasonable in itself, and so void of all support from other facts in the case. With his habits he might have hoped that, although the will was not found where he expected to find it, it might yet be found where he might have unconsciously dropped or deposited it. Under no immediate apprehension of death, though doubtless enfeebled in mind and body by long continued habits of intoxication, and distrusting as he seems to have done, the steadiness of the hand which had written the first will, he may have failed to send for the designated
Upon the whole case, we think the few circumstances relied on to prove a revocation, fade into utter insignificance, when brought into competition with the multiplied evidences of adherance to the will. It would be against reason to say that the strong manifestation which, through a period of many years, and including his last declaration on the subject, the testator gave of a determination to dispose of his property otherwise than the law would do, should be overcome and made nothing, and an intestacy established without necessity, by the mere fact that for a
If Brice Steele be not an heir, and there be but three, those three, of whom two only oppose the will, would certainly get more by the distribution of the estate left for distribution, after the partial probate of the will, than they would get by the whole will, if the whole were proved; and this would probably be the case even if Brice Steele be an heir, since the devise to Mrs. Price is also cut down by the failure of proof, and the distributable fund is thus increased. For although there is proof that five slaves were devised to her, yet as the devise was specific of certain slaves by name, and as a devise of the same number, without designation, would give an interest substantially different, this devise cannot be established by mere proof of the number, but only by proof of the names of the slaves devised, derived from an inspection of the will itself by the witness. No error has, therefore, been committed in this respect, to the prejudice of Mrs. Price.
It is contended on the other hand, that the Circuit Court had no right, in a case coming before it by appeal, to increase the devise of the slaves from two to three, and
Wherefore, the judgment and sentence of the Circuit Court establishing and recording the' will of William Steele is affirmed, and the cause is now remanded with instructions.