177 P. 37 | Or. | 1918
Lead Opinion
“When sitting in bcmc, the concurrence of four justices shall be necessary to pronounce a judgment.”
Section 5 of this act is as follows:
“The Supreme Court shall have power to make and enforce all rules necessary to the prompt and orderly dispatch of the business of the court, and the remanding of causes to the court below.”
It is not claimed that this court ever rendered any decision in this case, and the rehearings were ordered on the application of one of the litigants.
This is a suit in equity and is here tried de novo. The cases of Guthrie v. Imbrie, 12 Or. 182 (6 Pac. 664, 53 Am. Rep. 331), and Putman v. Southern Pacific Co., 21 Or. 230 (27 Pac. 1033), were both actions at law and both were decided under an older statute, different from the one enacted in 1913, above quoted, and for such reason those cases are not in point. The motions to affirm were filed on June 7, 1917, and May 2, 1918, renewed on October 21, 1918, and insisted upon at the last argument of this cause. The petitions for reargument were addressed to the sound discretion of this court and were granted in the exercise of that discretion. The following entry appears in the official records of this court under date of June 19, 1917:
“Now at this time the court being fully advised it is ordered that the motion to affirm the decree of the court below be and the same is denied.”
By order of the court the case was reargued on September 4, 1917, and again reargued on November 26, 1918. This is an important case and it is very apparent that the rearguments were ordered and made for
At the time of their marriage, youth and energy were about the only assets of George T. Myers and Sally S. Myers. They had their trials and struggles, but through economy and close attention to business affairs they eventually accumulated a substantial fortune and at the time of. her death on January 18,1902, Sally S. Myers left an estate in her own right of the appraised value of $26,350; and at the time of his death on July 12, 1907, George T. Myers left an estate of the appraised value of $232,138.65, including the property which he received by the will of his deceased wife. It appears that Mrs. Myers had received $5,000 from an estate; that this money was invested and used for family purposes; that in a large measure it was the beginning of their later financial success and that at the time of George T. Myers’ death one parcel of his wife’s property was worth at least $100,000. There has since been a very marked increase in the value of all of the property.
George T. Myers and Sally S. Myers had two children a daughter and a son, the plaintiff and the defendant in this suit. Their domestic relations were exceptionally happy and pleasant. Mr. Myers had great confidence in and respect for the ability and judgment of his wife and freely consulted her about all of his business affairs, never making an investment without her approval. There was also a strong attachment between the son and daughter and the only trouble they ever had, originated in the execution of their father’s subsequent wills and the settlement of his estate. The father and mother were boon companions and after they had acquired their fortune
In February, 1896, just prior to taking one of their accustomed trips, George T. Myers called at the office of Whitney L. Boise, an attorney of this court, and, according to Mr. Boise’s testimony, advised the latter that:
“Mrs. Myers and himself had decided to make a will, each one wanted to make a will — that he was going to will to Mrs. Myers all of his property and in case of her death before his, that he wanted it to go to his children equally, but at the present time he did not desire to give anything to the children; that Mrs. Myers had helped him to make his money and he thought that he wanted to give everything he had to her, and that she felt the same way.”
Mr. Boise further testifies that both Mr. and Mrs. Myers came into his office the next morning; that, “They both stated to me what they wanted,” and that, “I asked Mrs. Myers if she wanted the same kind of a will made and she said she did.” They then commenced to talk about trips they had made and of the one which they were contemplating and when Mr. Boise was ready to draw the wills his stenographer had gone. He explained to them how the wills should be executed and that Mr. Myers could come in later, take them home and have them executed. He further testifies:
“I drew the wills that afternoon and Mr. Myers came in and got them and took them home and had them executed, and brought them back to my office, and I looked them over and saw they were properly executed und put them in envelopes and sealed them*127 up and put them in the safe in my office. They remained there a great many years, I think until Mrs.. Myers’ death.”
In response to a question as to any understanding or agreement, Mr. Boise answered:
“I think I have substantially stated it, he said they had talked it over and they had come to the agreement to make these wills. He wanted to give all of his property to his wife and in case she died before he did, he wanted it to go to his children equally, and she wanted to do the same. That is all I' can recollect.
“Q. They did not ask you, as I understand it, anything about the making of these wills, but told you what they wanted done, that is, they merely told you what they wanted in the wills?
“A. I have stated the case as it was, yes. And I drew it as they told me to, or tried to.”
We quote from his cross-examination:
“Q. You are sure now, you did draw the wills according to the directions of both of them?
“A. I drew the wills as I understood to be their directions.
“Q. And the wills as they now are written express the- agreement that was made at the time between Mr. and Mrs. Myers?
“A. That is what I tried to do, if I failed it is my fault.
“Q. You do not wish to be understood to say that the wills are not according to the agreement made between them, that you have testified about?
“A. Certainly not.”
In the former case, that of contesting the will, Mr. Boise had testified as follows:
‘ ‘ She left all her property to him and he left all his to her. That is, in case either one should die, that was the condition, and he was appointed executor of her will and I think she was appointed executrix of*128 his will, and they were identical. I don’t remember now as to whether in case both of them died the property was to be divided equally between the children, but her will will show. Whatever her will is, his will was a counterpart of it.”
There is no question about the execution of the will of Mrs. Myers on February 11, 1896, and while the defendant denies the execution of the will of George T. Myers of that date and such will was not offered in evidence and is not accounted for, we think it clearly appears from the record that both the husband and wife did execute their respective wills at the same time and in the same manner, as indicated by the testimony of' Mr. Boise and the subscribing witnesses, and that such wills were in form and substance as outlined in the statement of this case.
“I intentionally omit giving anything to my children, Georgia Frances Stevens and George Tobias Myers, Jr., knowing that my husband (or my wife) will care and provide for them.”
The third clause specifically provides that in case of the death of George T. Myers before Sally S. Myers, or of Sally S. Myers before George T. Myers, “then, and in that event, I give, devise and bequeath all of my property and estate, real and personal, of every name, nature and description, and wheresoever
It is contended by the plaintiff that the wills are mutual or reciprocal and that upon the death of Sally S. Myers and the probate of her will and the taking of her property by her surviving husband under clause 1 thereof, by virtue of the agreement the will of George T. Myers then and thereby became irrevocable and that the rights of the plaintiff and the defendant then became vested under clause 3 of his will. The plaintiff further contends that the mere execution of the respective wills at the same time and in the same manner, coupled with the fact that Sally S. Myers died first and her husband probated her will and received her property thereunder, is sufficient evidence of a contract, compact or agreement to make the will of George T. Myers of February 11, 1896, irrevocable; that if such acts and facts are not legally effective for that purpose, the oral testimony in the record, considered with the execution of such wills, is sufficient evidence to establish the existence of the alleged compact or agreement, and that it can be enforced by this plaintiff as the daughter and one of the beneficiaries under the third clause of the wills.
. Standing alone, are such circumstances sufficient evidence of a valid contract between husband and wife, and can such contract now be enforced by the daughter as against the defendant, who claims title to all of the property under the terms and provisions of the father’s will executed on May 31, 1902, after the death of the latter’s wife and the receipt by him of her property under her will of February 11, 1896? This presents a novel and interesting legal question, upon which there is an apparent conflict of the authorities. The leading original case on this subject is Dufour v. Pereira, Volume 1, Dickens’ Reports, page 119, decided by Lord Camden, Chancellor, on July 18, 1769, wherein:
“Camilla Rancer, the wife of - Rancer, being entitled to a legacy under the will of her aunt: she and her husband agree to make a mutual will, which they do, and both execute it. The husband died; the wife proved his will, and afterwards made another will. And the question was, whether it was in the power of the wife to revoke the mutual will. ’ ’
The will was jointly executed by them. The Chancellor said:
“Consider how far the mutual will is binding, and whether the accepting of the legacies under it by the survivor, is not a confirmation of it.
“I am of opinion it is.
*132 “It might have been revoked by both jointly; it might have been revoked separately, provided the party intending it had given notice to the other of such revocation.
“But I cannot be of opinion that either of them could, during their joint lives, do it secretly; or that after the death of either, it could be done by the survivor by another will.
“It is a contract between the parties, which cannot be rescinded but by the consent of both. The first that dies, carries his part of the contract into execution. Will the Court afterwards permit the other to break the contract? Certainly not.
“The defendant Camilla Rancer hath taken the benefit of the bequest in her favor by the mutual will; and hath proved it as such; she hath thereby certainly confirmed it; and therefore I am of opinion, the last will of the wife, so far as it breaks in upon the mutual will, is void.”
For such reasons it was held that by her acts the defendant “bound her assets to make good all her bequests in the said mutual will” and it was ordered that an accounting be had. This case is criticised and somewhat weakened by the later decision of Lord Loughborough in the case of Lord Walpole v. Lord Orford, 3 Ves. 102, but is again approved in Stone v. Hoskins, Volume 93, N. S. Law Times Reports, 441, decided in November, 1905.
Underhill on the Law of Wills, Volume 1, page 19, Section 13, lays down this rule:
“Mutual wills, whether joint or several, are revocable by either testator during the life time of the others so far as his disposition of property is concerned, without notice to or consent of the others, unless the making of the will is the result of a contract by which each has agreed to devise his property to the others.
*133 “If two testators who have united in the execution of a mutual will have devised their property to each other so that the devises form a mutual consideration, neither, after the death of the other and the probate of the will as to his property, is at liberty, after accepting the benefit conferred, to repudiate the contract to the injury of the heirs or next of kin of the testator who predeceased him. The mutual will was made upon condition that the whole shall be but one transaction. If the will is not revoked during the joint lives of the testators, he who dies first has a right to rely upon the promise of the survivor. He has fulfilled his part of the agreement, and it is not just to his representatives to permit 'a revocation when he has been prevented from revoking his will by a reliance upon the other’s promise. It is too late for the survivor, after receiving the benefit, to change his mind because the first will is then irrevocable. It would have been differently framed, or perhaps not made at all, if it had not been for his inducement”— citing, among other authorities, the case of Dufour v. Pereira, Vol. 1, Dickens’ Reports, 419.
Schouler on Wills (5 ed.), Volume 1, page 577, Section 458a, says:
“It would appear that at all events, either party to a joint or mutual will, and a survivor especially, has the right during life to revoke that will as concerns his own disposition, so that it cannot be set up in probate as his last testament; but that in equity, at all events, a subsequent revocation which was not mutual cannot destroy the trust or compact created thereby. ’ ’
A full discussion of this question is found in the late work of Alexander on Wills, where in Volume 1, Sections 85, 87, 88 and 91, pages 96-105, the author says:
“The general rule seems to be, although not undisputed, that if two persons execute wills at the same time, either in one or two instruments, making reciprocal dispositions in favor of each other, the mere*134 execution of such wills does not impose such a legal obligation as will prevent revocation, without notice, by either during their joint lives. The case is different, however, where the mutual or reciprocal wills are the result of a contract based upon a valid consideration, where there has been a joining of property interests for the purpose of making a testamentary disposition of the same, or where, after the death of one, the survivor has accepted benefits under the will of the other which was executed pursuant to an agreement. In such cases, where all the facts are fully established, equity will interpose to prevent fraud. This, however, can be accomplished only through a court of equity, the probate court having no jurisdiction. # #
“There are cases, however, where it would be a fraud for the survivor of two who had, pursuant to an agreement, made wills in favor of each other and certain third persons, to alter or revoke on his part the testamentary dispositions so mutually made, after the will of the other had become irrevocable through death. In such a case equity will step in to prevent fraud and will compel performance, viewing the matter as a contract rather than as a will. * *
“Where two parties have made mutual wills in favor of each other, whether pursuant to a valid agreement or not, if the survivor receives benefits under the will of the other who has died without having revoked the same and under the belief that the will of the survivor would not be altered, the revocation by the survivor of his will would be such a fraud as equity would prevent. Such wills are in effect the separate will of each maker and the right of revocation is undisputed except in those cases where it would be a fraud against the estate of the decedent to allow the survivor to receive a benefit or advantage under the will of the one first dying and thereafter to make a different disposition of his1 property. Where mutual or reciprocal wills have been made pursuant to an agreement which has been executed by one of the testators dying without having made any different testamentary disposition of this property, and the other*135 has accepted the benefits accruing to him under the will of the deceased, the agreement becomes obligatory upon the survivor and may be enforced in equity against his estate.
‘ ‘ The distinguishing feature of a will is that the testator may revoke it at any time, yet this right may be renounced. He may contract to make a will containing certain dispositions which shall not be altered or canceled, and such agreement, if based upon a sufficient consideration, is valid and will be enforced in equity.* * ”
The case of Anderson v. Anderson (Iowa), 164 N. W. 1042, holds:
“While extrinsic evidence is inadmissible to vary or chánge the terms of a will or make another or different will for the testator, there is no rule excluding proof of facts tending to show that a husband and wife who executed wills in favor of each other within a few weeks of each other acted with the knowledge of the other, that the wills were drawn by the same person at the same time and in identical terms and at the joint request or direction of both husband and wife, and that they were in fact executed in pursuance of a common understanding and purpose.
“Evidence held to show that wills executed by a husband and his wife in favor of each other, though executed on different dates, were executed in pursuance of a common understanding and purpose, even excluding the testimony of the scrivener as to the statements of the parties to him concerning the contents of the wills and their intention therein expressed.”
Prom an examination of that case it will be found that there is a marked similarity between the testimony of J. E. Anderson, who prepared the wills in question there, and that of Mr. Boise in the instant case. In its opinion the court goes on to say:
*136 “But we think there is no rule of evidence which excludes proof of facts tending to show that the husband and wife-did act each with the knowledge of the other; that the two wills were drawn by the same person at the same time, and in identical terms, and at the joint request or direction of both husband and wife; and that although the dates of their execution differ by a few days they were in fact executed in pursuance of a common understanding and purpose.”
In the case of Frasier v. Patterson, 243 Ill. 80 (90 N. E. 216, 17 Ann. Cas. 1003, 27 L. R. A. (N. S.) 508), the syllabus in the last-named report says:
“A will executed jointly by husband and wife, in which each devises his or her property to the other for life with remainder over, cannot be revoked by one after the death of the other.
“Extraneous proof of mutual understanding is not necessary to make irrevocable, after the death of one party, a joint will by husband and wife, by which each gives his or her property to the other for life with remainder over to their child.”
And at the close of the opinion the court says:
“If evidence of a mutual compact is necessary in such case, that evidence is afforded by what the parties did. ¥e cannot see how the situation would be any different if witnesses had testified that they heard this husband and wife discuss what disposition they would make of their respective estates, and that they agreed with each other that they wo aid make a joint will such as they did make. The fact that they made such will is satisfactory proof to our minds that it was done in accordance with their mutual compact to dispose of their property in this manner.”
We find this statement in the notes appended to the above report of the case:
“There is much confusion and apparent conflict among the cases upon the question of the revocability*137 of a mutual or conjoint will by one of tbe makers after the death, or without the consent, of the other. The general principle, however, seems to be that such an instrument, as a testamentary instrument, may be revoked by either maker, so far as his property is concerned, without the consent of the other, and therefore an express or implied covenant against revocation will not prevent the probate of a later will executed by one of the parties; but a court of equity may in a proper case give effect to the instrument as a contract, in the same way that equity may give practical effect to an agreement to make, or not revoke, an individual will. This distinction serves in a large measure to reconcile apparently conflicting cases.”
The case of Brown v. Webster, 90 Neb. 591 (134 N. W. 185, 37 L. R. A. (N. S.) 1196), in the syllabus lays down this rule:
“Where a husband and wife, possessed of separate estates, orally agree that upon the predecease of either the survivor shall thereupon become the owner of all of the estate, both real and personal, of such decedent, and at the same time, and in pursuance thereof, and for the expressed purpose of providing a proper method of carrying such agreement into effect, simultaneously execute reciprocal wills, in each of which the other spouse is made sole devisee and legatee, held that the oral agreement and the execution of the wills constitute a single transaction, that each is an integral part of one contract, and that such contract cannot be said to rest entirely in parol.
“And, in such a case, the contract of each is a sufficient consideration for the contract of the other.
“And the continued reliance by plaintiff upon the contract, by permitting her will executed as a part thereof to remain in the family safe, unchanged and unrevoked, during the entire lifetime of the deceased, constituted full performance by her of the terms of the contract.
“And the wills, executed as a part of such contract, in equity, are not ambulatory, and may not be revoked*138 by either party to such contract so long as the other party continues to perform the contract on his or her part.”
Larrabee v. Porter (Tex. Civ. App.), 166 S. W. 395, is an exhaustive and well-considered case, and the rule is there stated thus:
/‘A joint and mutual will, executed by husband and wife pursuant to a contract between them, which gives to the survivor a life estate in the entire property with remainder to their daughters, is executed on a valid consideration consisting of the reciprocal devise of the one to the other, and where on the death of the wife, acquiescing in the will, the husband probates it and goes into possession, he cannot revoke the will.
“Where a joint and mutual will executed by husband and wife, which gave to the survivor their property for life with remainder to their daughters, was executed in consummation of a parol agreement between them to make an equitable disposition of their property to their children, and the husband, on the death of the wife, probated the will and took possession of the property devised thereby, he was estopped from thereafter disregarding the will.”
In Robinson v. Mandell, 20 Fed. Cas., page 1027, the rule is thus laid down: ’
“Where two persons agree each with the other to make mutual wills, and both execute the agreement, it is held that neither can properly revoke his will without giving notice to the other of such revocation. The death of one of the parties in such a case carries his part of the contract into execution, and the better opinion perhaps is, that the other party, after that event, if the agreement was definite, and satisfactory, cannot rescind the contract: Dufour v. Pereira, 1 Dickens, 419; 2 Harg. Jurid. Arg. 272. * * The doctrine is, that the parties are under a restriction, each to the other, not to revoke their respective wills so as to secure any undue advantage. Bound by the agreement to maintain good faith, each to the other, the con*139 elusion is, that neither can revoke without giving due and seasonable notice.”
2 Story’s Equity Jurisprudence, Section 785, says:
“A contract to make mutual wills, if one of the parties has died having made a will according to the agreement, will be decreed in equity to be specifically executed by the surviving party if he has enjoyed the benefit of the will of the other party.”
In Prince v. Prince, 64 Wash. 552 (117 Pac. 255), it is held: ’
“Mutual wills by two testators, looking to a just distribution of the property of both, partake of the nature of contracts, and may be specifically enforced.”
This case quotes with approval the opinion in Deseumeur v. Rondel, 76 N. J. Eq. 394 (74 Atl. 703), where the rule is thus laid down:
“A contract of two persons on a sufficient consideration for the benefit of a third person is enforceable against the contractor.”
And:
_ “An agreement between two persons on a legal consideration to dispose of their property at death in a specified manner, or to specified persons, is enforceable. * *
“It may be that during the lifetime of both Alexander and Elizabeth Bisson either could have rescinded this agreement — call it a will, or call it a contract, or an instrument of proof tending to prove a contract. But I am clearly of opinion that whatever name should be properly used to characterize this paper, it proves, or tends to prove, an agreement between the parties signing it to dispose of their property in a certain way which a court will enforce if made upon legal consideration, and if it be true and proven that at the time the paper was executed, and at the time of the death of Alexander he was possessed of personal property or real estate which was*140 taken over and used by Elizabeth, his wife, by virtue of the probate of this paper as his will, the agreement thus evidenced has sufficient legal consideration to support it, and the rights under it will be enforced.
“If, for instance, Alexander was a man of means, and Elizabeth had the four lots which were in her name at the time of the making of the paper on the 20th of June, 1855, and they made this paper, which, as they said was to make a final settlement respecting their properties, and he died first, and she took under the terms of this paper which was probated as a will all of his personal property, and either used it (if it were held that under the terms of the probated will she was entitled to do so), or used it for life (if the narrower estate was held to be vested), I cannot believe it possible that any court would thereafter permit her, under these circumstances, to rescind or repudiate her part of the bargain.”
In Campbell v. Dunkelberger, 172 Iowa, 385 (153 N. W. 56), this doctrine is announced:
“Where mutual wills, reciprocal in their provisions are executed in pursuance of a contract between the parties, if after the death of one of the parties the survivor takes advantage or accepts the provisions made by the other party, the survivor may not otherwise dispose of his property than according to the terms of the will.”
In the case of Baker v. Syfritt, 147 Iowa, 49 (125 N. W. 998), it is held:
“Where two persons unite in a joint will, whereby the survivor takes some benefit from the estate of the one first dying, and such provision is coupled with another, by which, subject to such right in the survivor, the estate of both is devised to a third person, there is an element of contract obligation between the persons, and when the devise becomes irrevocable, there arises a vested right in the beneficiary of which he cannot be arbitrarily deprived.”
“Where a joint and mutual will is made by a husband and wife and is binding upon the survivor, the latter by proving the will and accepting benefits thereunder contracts that not only the property received from the estate, but also his individual property, shall be disposed of at his death in the manner provided by the joint will.”
This case is cited and approved in the recent opinion in Phillip v. Phillip, 96 Misc. Rep. 471 (160 N. Y. Supp. 624).
In the case of In re Burke’s Estate, 66 Or. 252 (134 Pac. 11), in an opinion written by Mr. Chief Justice McBride, quoting with approval from 40 Cyc. 2117, 2118, it is said:
“Such an agreement is valid if performed by the making of such wills and the acceptance by the surviving party of the fruits of the agreement, but it is valid only as a contract, the performance of which by one party and acceptance by the other has taken it out of the statute of frauds.”
The above authorities, either directly or by implication, sustain the legal principles contended for by the plaintiff. .
In 1 Alexander on Wills, Section 85, it is said:
“The weight of authority is that such agreements to make wills are not established merely because two persons have made reciprocal testamentary dispositions in favor of each other, the language of such wills containing nothing to the effect that the instruments were the result of a contract. Some jurisdictions, however, have held that such fact causes the presumption to arise that the wills were executed pursuant to*142 an. agreement. The reasoning in such cases, however, does not seem cogent and general facts and circumstances are included to aid in arriving at the conclusion. * * And where such wills are executed by relatives because of love, affection or family ties, such facts would seem to negative any agreement between the parties based upon a fixed condition.”
In the recent case of Wanger v. Marr, 257 Mo. 482 (165 S. W. 1027), the Supreme Court of Missouri in legal effect overrules the former case of Bower v. Daniel, 198 Mo. 325 (95 S. W. 359), and holds that:
“The mere fact of the execution of joint wills is not sufficient in itself to show that the wills were made pursuant to contract. * * The reciprocal character of separate wills, if proved, is not so significant evidence that they were executed pursuant to a contract as is the execution in a single instance of the joint will of husband and wife,” and that the evidence in the case was “insufficient to establish the fact that contemporaneous wills executed by the husband and wife were executed pursuant to a contract.”
In Allen v. Bromberg, 163 Ala. 620 (50 South. 884), it is held that:
“Where there was an agreement between husband and wife to make mutual wills disposing of real estate, the same was void unless in writing, and the wife had the right to revoke a will made pursuant thereof, after the death of the husband, and to make another. ’ ’
In Edwall v. Jesseph, 75 Wash. 391 (134 Pac. 1041), it is announced:
“'The making of mutual wills by a husband and wife is not such part performance of an oral contract to make irrevocable wills, devising the real estate of the parties to the survivor, as to take the same out of the operation of the statute of frauds.”
In Buchanan v. Anderson, 70 S. C. 454 (50 S. E. 12), this statement is made:
*143 “Where a husband and wife adopt an instrument as their will which disposes of the separate but not of the joint, property, either may revoke it, in the absence of a valuable consideration to support a contract to dispose of the property in the manner set forth in the will. ’ ’
Wilson v. Gordon, 73 S. C. 160 (53 S. E. 79), decided that where:
“An attorney was employed by two maiden sisters on joint request to prepare two wills, giving the property of each to .the other, with a provision that, if the devisee should die in the lifetime of the testator, the property should go to a niece and her children. Held not mutual wills, and that the surviving sister after having accepted the benefit of the deceased sister’s will, might destroy her own will.”
In Cawley’s Appeal, 136 Pa. 628 (20 Atl. 567, 10 L. R. A. 93), it was decided that:
“The instrument was not a contract, in form or effect; nor, there having been no joint property or joint devise, was it a joint will. It was properly a double will, and must be construed and treated as the separate will of each maker, as fully as though a separate copy had been executed by each. Wherefore, after the death of one, it was revocable by the other as to his own property.”
In Edson v. Parsons, 155 N. Y. 555 (50 N. E. 265), it is held that:
“After the death of one of the sisters,, the survivor made a different will and upon her death the brother attempted to establish the provisions of the first will as a contract between the sisters to give their property ultimately to the brother. Held, that the making of the wills, and the other circumstances shown, did not establish such a contract, as a matter of law.”
“I think it needs no further argument to show that to attribute to a will the quality of irrevocability demands the most indisputable evidence of the agreement which is relied upon to change its ambulatory nature, and that presumptions will not, and should not, take the place of proof.”
This case was cited with approval by Mr. Justice Eakin in Sappingfield v. King, 49 Or. 109 (89 Pac. 142, 90 Pac. 150, 8 L. R. A. (N. S.) 1066).
Such is the conflict of authorities as shown by the decisions of some of the different courts. Applying the law to the facts in the case at bar we find that in the preamble of their respective wills each testator says: “ * # hereby revoking all former wills made by me.” This language would clearly imply that each of them had made a former will and from it we might infer that their former wills were mutually revoked; that in consideration thereof the instant wills were executed and that circumstance might be a consideration for such wills. Concérning the conversation prior to the.execution of the wills, Mr. Boise testifies that George T. Myers told him, “At the present time he did not desire to give anything to the children,” and in clause 2 of their respective wills the testators announce their intentional omission of any bequest to their children, “knowing that my wife (or my husband) will care and provide for them.” We consider this to mean that it was not the purpose or .intent of either of the testators specifically to bequeath any property to either of the children while both of the parents were living, and that each of them relied upon the other, after the death of one and during the lifetime of the survivor, properly to care and provide for them, and what' should be proper care and provi
The testimony is undisputed that the mother, Sally S. Myers, was- a shrewd, practical business woman of far more than ordinary ability. This appears from the uncontradicted testimony of Dr. Darr, H. L. Pittock, Mrs. H. L. Pittock and Captain John Marshall. Her husband considered'her, as he told one witness, “the main spoke in the wheel, in the business way and every other way,” and said that “if it had not been for Mrs. Myers, he would not be where he was.” Another witness says:
“He consulted with her about their business affairs. * * He always told me she was the best partner he ever had.”
To the witness C. C. Smith, Mr. Myers said:
“The balance of my property I want to keep for my children. ’ ’
The record shows that Mrs. Myers had all of the loving instincts of a good wife and mother; that she was very much concerned in the success and happiness of her children and that the plaintiff in particular was a constant companion of, and devoted to, her mother, to the very last. We cannot believe that it was ever the purpose or intent of the mother to put it in the power of the father, after he should acquire her property under her will, to disinherit her daughter, and yet that is the legal force and effect of the contention of the defendant.
The record shows that the plaintiff has been the victim of unfortunate circumstances, as the result of which her father, immediately upon the death of his wife, her mother, sought to disinherit her and made a new will, in which he left her a nominal sum only; that after about four months, upon his return from California, he made another will, in which he bequeathed to his daughter $20,000 when she should arrive at the age of forty-five years, and devised all of his other property to the defendant; and that for the purpose of further cutting off his daughter he afterwards executed a codicil which provided that in the event of the death of his son before his own death, he bequeathed $20,000 to the Portland Children’s Home, $20,000 to the Taylor Street Methodist Episcopal Church of Portland, $20,000 to his nephew, Charles A. M. Myers, and the residue of his estate to
The decree of the Circuit Court is reversed and it is hereby ordered, adjudged and decreed that the plaintiff is the owner of and is entitled to have and receive an undivided one-half interest in all of the property, both real and personal, owned and held by George T. Myers, her father, at the time of his death on July 12, 1907; that she is entitled to an accounting for any and all of the rents, issues and profits of such property from that date; that the defendant is entitled to credit for any just and reasonable charges or expenses incurred in the administration of the estate, including the contest of the will of George T. Myers, but that he is not entitled to credit for any expenses or attorneys’ fees incurred in the defense of this suit; that such decree shall be and is hereby entered; that for the purpose of such an accounting the cause shall be remanded to the Circuit Court, and that neither party,
Reversed. Decree Rendered, With Remand eor an Accounting. Rehearing Denied.
Dissenting Opinion
Dissenting. — The plaintiff sues to enforce the specific performance of an alleged contract said to have been made between her parents, which she thus states in her complaint:
“That while each of her parents was so the owner of such property, her father promised and agreed With her mother that for and upon the consideration that her mother would make and execute a will whereby she would devise and bequeath to him all the property of every kind which she might own at the time of her death and would further provide in and by said will that in the event that he should die before her mother then all of the property of every kind which her mother might own at the time of her death should be equally divided between the plaintiff and the defendant herein, her father would make and execute a will whereby he would devise and bequeath to her mother all the property of every kind which he might own or in which he might have an interest at the time of his death and that in and by said will he would further provide that if her mother should die before he did then and in that event all the property which he might own or in which he might have an interest at the time of his death should be equally divided between the plaintiff and the defendant herein. That her mother joined in said agreement so to make and execute said*150 wills and promised and agreed with her father to make and execute a will as aforesaid.”
She avers in substance that on February 11, 1896, each of her parents, in pursuance of that agreement, made a will which she sets out at large in her complaint. These testamentary documents are averred to be alike except that the testator and the principal beneficiary are transposed. Quoting from the will of the mother, the following three clauses appear:
“L
“I give, devise and bequeath all of my property and estate, real and personal, of every name, nature and description, and wheresoever situate or being, to my beloved husband, George T. Myers, to have, possess and hold the same in his own right.
“II.
“I intentionally omit giving anything to my children, Georgia Frances Stevens and George Tobias Myers, Jr., knowing that my husband will care and provide for them.
“III.
“In case of the death of my said husband, George T. Myers, before my death, then and in that event, I give, devise and bequeath all of my property and estate, real and personal, of every name, nature or description, and wheresoever situate and being, to my said children, Georgia Frances Stevens and George Tobias Myers, Jr.”
The complaint also states in substance that without either of the wills being changed, the mother died on January 18, 1902, and the father took all her property under her will and afterwards made a different will bequeathing to the plaintiff only $20,000 out of his possessions said to have been of much greater value and giving the rest to the defendant, plaintiff’s brother. It is charged that under the last-mentioned will the defendant took possession of the estate of the
“That the promises, agreements and contracts between the father and mother of the plaintiff, as hereinbefore alleged and set out, were not in writing, and that the plaintiff does not know, and therefore cannot allege, the exact date upon which the same were made, but according to her best knowledge and belief they were so made on, or a short time before, the 11th day of February, 1896.”
A general demurrer to the complaint was overruled. The agreement and the making of the wills in pursuance thereof, as stated by the plaintiff, are denied by the answer.
As an estoppel against the maintenance of this suit, the defendant avers the probate of the will under which he claims and its final establishment over the plaintiff’s contest thereof as decided in Stevens v. Myers, 62 Or. 372 (121 Pac. 434, 126 Pac. 29). The reply traverses the answer in material particulars. From a decree dismissing her suit the plaintiff appeals.
It is conceded as a matter of law that it is competent for living persons validly to contract with each other to make a certain testamentary disposition of the property of either or both. The authorities, however, differ somewhat as to the effect of such a contract, some of them distinguishing between devises solely to the other contracting party and those to bim
“Much of the confusion and doubt which is liable to arise over cases of this kind is readily removed if we keep in mind the essential truth that the two instruments constitute a single will and that it is in all essential respects the will of the first to die, and when such death occurs, and the will is thereby made effective, and is established in probate, such joint or mutual instrument has served its full purpose, and it has no further existence as the will of the survivor. The generality of this statement is subject to this exception, that if, as sometimes happens, the mutual character of the will is limited to a fractional part of the survivor’s estate, and in the same instrument such survivor includes a bequest or devise to some third person or class of persons, then to that extent the instrument is an individual will, and to that extent may be established and carried out.”
In that instance both Anderson and his wife were dead when the litigation arose, the husband dying first. The plaintiffs as heirs at law of the husband claimed under a section of the Iowa Code providing that:
“If a devisee die before the testator his heirs shall inherit the property devised to him unless from the terms of the will a contrary intent is manifest.”
“Does the statute which appellants invoke have any application to this case? In our judgment it does not. By this provision which preserves to the heirs of a devisee who predeceases the testator making the devise the right to succeed thereto, a lapse is prevented. That is, if the devise is one which would have vested in the deceased devisee at some time had he lived, his heirs take his place in the same right. They take through the devisee, or (perhaps in more accurate terms), they take in his stead by way of representation or statutory substitution. But their right is not of any better or higher quality than was his. If then, as we have already indicated, the wills are to be treated as mutual and reciprocal, constituting in legal effect the will of the first to die, it follows that the reciprocal devise which would have vested’ in the husband had the wife died first could never become effective or payable either to the husband or his heirs. In other words, the husband’s rights in the estate of his wife were by the will made to depend solely upon his surviving her. He did not survive her, and the will she had made in his favor, conditioned upon his outliving her, can never be made effective for any purpose at the demand of his heirs. This is the logical and necessary result of the most recent holdings on this branch of the law of wills. (Citing a large number of authorities.) While these cases are not all closely in point with the one at bar they do together, though with some variances, afford a fair guide to correct conclusions upon a question which is not frequently before the courts and the law upon which has not yet progressed beyond its formative period. But the present case brings it up in its simplest and least complicated form. The will as we construe it is wholly reciprocal. Each party thereto makes the other the sole beneficiary. It creates no remainders and no executory devises. The survivor is to take all*154 that either or both has to give, benefits which are subject to no condition or contingency save that of survivorship. As the husband died first the instrument is to be treated and given effect as his will alone, and when this is done nothing is left to operate or to be given effect as the will of the survivor. ’ ’
Applying the doctrine of the Anderson case to the present contention and conceding that the husband and wife made identical wills, they constitute but one instrument which is the will of the first to die, and only that. Having served its purpose as the testament of the first decedent, and the estate not having been limited under the conditions of the instrument to any. other, the bipartite convention, even if made as alleged, served its purpose as the will of the first decedent and afterwards became inert. According to the- theory of the Anderson case, therefore, on the wills as stated in the complaint Myers took as of right all of the property of his wife on her decease because she bequeathed it entirely to him, expressly omitting any bequest to the children, and there the transaction between the husband and wife ended, leaving the survivor, as in the Anderson case, to do as he chose with his estate augmented by that of his wife.
In the opinion of Mr. Justice Johns there is a quotation from 1 Alexander’s Commentaries on Wills, to the effect that:
“ Where two parties have made mutual wills in favor of each other, whether pursuant to a valid agreement or not, if the survivor receives benefits under the will of the other who has died without having revoked the same and under the belief that the will of the survivor would not be altered, the revocation by the survivor of his will would be such a fraud as equity would prevent.”
“It is clearly a will in form, being testamentary in frame and verbiage. But it is also a contract, in essence and fact, being executed, as stated on the face of the paper, ‘in consideration of past and future treatment’ and as shown by the bill, in furtherance of a previous parol agreement that it should be executed upon an admitted and specified valuable consideration.”
Baker v. Syfritt, 147 Iowa, 49 (125 N. W. 998), was a case concerning a joint will which the court construed as a contract and which the survivor adopted. Campbell v. Dunkelberger, 172 Iowa, 385 (153 N. W. 56), was another joint will case and the court said:
*156 “In order that either party he denied the right to revoke such wills, it must appear by clear and satisfactory evidence or on the face of the wills that these were executed in pursuance of a contract or compact between the parties. ’ ’
Bower v. Daniel, 198 Mo. 289 (95 S. W. 347), indeed holds that there must be a contract, but also decides that a joint will gave internal evidence of a supporting agreement. However, this case was expressly overruled in the later case of Wanger v. Marr, 257 Mo. 482 (165 S. W. 1027). Without exception, the precedents cited under the section of Alexander on Wills above noted are based upon contract, so that the case must turn in every instance upon the existence of an agreement and whether it is sufficiently proved to take the case out of the statute of frauds. The ambulatory element of wills is not to be destroyed unless there is a contract to that effect.
Passing this, however, we come to the main question to be determined, namely, whether Myers and his wife made the agreement stated in the complaint. The principal testimony about the execution of the wills is that of Whitney L. Boise. Referring to those wills which the plaintiff says were executed in pursuance of the alleged oral agreement, he stated:
“Shortly before these wills were drawn, perhaps three or four days, Mr. Myers called at my office. He used to come there very often, drop in every day or so, and he said they were going off on a trip, and that Mrs. Myers and himself had decided to make a will, each one wanted to make a will— * * that he was going to will to Mrs. Myers all his property, and in ease of her death before his, that he wanted it to go to his children equally; but at the present time he did not desire to give anything to the children; that Mrs. Myers had helped him make his money and he thought he wanted to give everything he had to her, and that*157 she felt the same way. I told him if they would both come in it would not take but a short time to draw the wills, and they could execute them most any time. I think it was the next morning about half-past 11 they came in, and then they both stated to me the understanding again, what they wanted. Mr. Myers, I think, was the spokesman. I asked Mrs. Myers if she wanted the same kind of a will made, and she said she did; and then we commenced to talk over some of their trips. I knew them very well, socially. They told me about some of the trips they had taken in the east, and what they contemplated doing; and we talked for some time, and when I got ready to draw the wills, I looked at my watch and it was about half-past 12 o ’clock, and the stenographer had gone. I told them I would dictate the wills that afternoon, and prepare them, and Mr. Myers could come in and take them home and execute them. That they wanted to have two witnesses, — I explained how they were to be executed— that were not interested in the property. That was all there was to it. I drew the wills that afternoon and Mr. Myers came in and got them and took them home and had them executed and brought them back to my office, and I looked them over and saw they were properly executed and put them in envelopes and sealed them up and put them in the safe in my office. They remained there for a great many years, I think until Mrs. Myers’ death.
“Q. Now in the talk that they had, or he had, with you, I would like to have all that you can remember that they said as to any understanding, agreement, or arrangement that they had, or they would make in that will, or wanted to make, or talked over to themselves, anything of that sort. All the conversation as you recollect it.
“Al I think I have substantially stated it. He said they had talked it over, and they had come to the agreement to make these wills. He wanted to give all his property to his wife, and in case she died before he did, he wanted it to go to his children equally, and she wanted to do the same. That is all I can ¡recollect.
*158 “Q. Did they talk the same thing over, in that way, both of them, when that matter came np again?
“A. They had come in for that purpose. He stated again the proposition, and I asked Mrs. Myers if she wanted to make the same kind of a will and she said she did; and we started to talk about something else; and I drew it in accordance with those directions.”
On cross-examination counsel for the defendant alluded to the testimony given by the witness in the former contest of Myers’ will on the ground of his insanity, and proposed to question him about his declarations on oath in that proceeding. During the discussion of counsel and the court about the regularity of the cross-examination the witness on his own motion interrupted more than once, and finally broke in with this statement:
“Just a minute. I want to make an explanation myself, as this question has arisen there. The issue I was called on in the contest of the Myers will was proving his sanity. This question about these other wills never occurred to me; it never occurred to me it had anything to do with it. I did not try to refresh my memory with reference to the other wills. When this contest came up I did give thought to it, because I was asked to by Judge Webster and Mr. Simon. I looked over the wills and refreshed my memory. That is the difference between testifying once when a thing was in issue, and once when it was not. I was called on to testify as to his sanity. I had not looked at the wills since, except that I probated Mrs. Myers ’ will and I didn’t try to refresh my memory. Then I was called into this case and I went and looked at the wills again.”
The foundation of the plaintiff’s claim is that the parents made identical wills in pursuance of a contract. This is denied, making it necessary for the plaintiff to prove that averment. Otherwise stated,
Section 712 — “There shall be no evidence of the contents" of a writing, other than the writing itself, except in the following- cases:—
“(1) When the original is in the possession of the party against whom the evidence is offered, and he withholds it under the circumstances mentioned in Section 782.”
(This latter section requires the original writing to be produced and proved except as provided in Section 712, and that if it be in the custody of the adverse party and he fails to produce it on reasonable notice, the contents thereof may be proved as in case of its loss.) The further provision of Section 712, so far as applicable to this case, is:
“(2) When the original cannot be produced by the party by whom the evidence is offered, in a reasonable time, with proper diligence, and its absence is not owing to his neglect or default.”
Section 802 refers particularly to wills, and reads thus:
“A last will and testament, except when made by a soldier, in actual military service, or by a mariner at sea, is invalid, unless it be in writing, and executed with such formalities as are required by law. Evidence, therefore, of such will shall not be received, other than the written instrument itself, or secondary evidence of its contents, in the cases prescribed by law.”
We have the statement of the witness that the alleged wills were in his custody for a great many
The only post facto suggestion of any arrahgement between the parents whatever, coming from the lips of either of the participants, is narrated in the testimony of Mrs. Yah Duers. She was a witness for the defendant and a niece of Mrs. Myers who lived about ten years in the family of the father.and mother and testified that during the life of the latter at some time subsequent to 1898 she had a conversation with her aunt which she thus relates:
“It was a general conversation I had with my aunt on one occasion in regard to an estate left by a friend in a rather tangled condition; and I remember distinctly asking my aunt if she did not think property should be divided before the death of the parents, and she said, ‘No.’ I said, ‘Why don’t you do it?’ and she said, ‘No, your uncle accumulated it himself, and he has a right to say what shall be done with it; or if he is not here, I have a right to say what shall be done with it.’ ”
“Where, however, one derives title to real property from another, the declaration, act, or omission of the latter, while holding- the title, in relation to the property, is evidence against the former”: Section 706, L. O. L.
“The declaration, act or omission of a deceased person, having sufficient knowledge of the subject, against his pecuniary interest, is also admissible as evidence to that extent against his successor in interest”: Section 710, L. O. L.
The statement of Mrs. Myers to her niece is binding upon the plaintiff, who claims in the right of her mother as a contracting party. This is a most natural declaration for Mrs. Myers to make to her niece who had lived in her family for ten years prior to her marriage and was still on intimate terms with her aunt. The voice of the father is hushed in the tomb and cannot speak to us in the defense of his property or of his character against the present attack of his daughter. Such an effort as hers ought not to succeed except upon the most cogent testimony. No member of the family or other person testifies that either of the testators ever stated that there was a contract between them respecting the disposition of their property, or that either of them intended to restrict the other in subsequent disposition of property, unless we except the testimony of Mr. Boise. Again, the course of the plaintiff in contesting her father’s subsequent will on the ground of his alleged insanity is inconsistent with the idea of the contract to make a will, and in good morals at least ought to bar her from changing front as she does. If there was a contract, naturally she would have sought its enforcement in the first instance instead of contesting his will. She is not in the equi
The power of disposing’ of lands or goods owned by an individual is an essential element of property. As against this prerogative of testamentary disposition, children have no vested rights in the estates of their parents. Much of the litigation in contesting wills has grown out of the fallacy that the statute of descents confers upon children benefits of which they cannot be deprived by their parents whether they die testate or intestate. The true legal principle, however, remains that the prerogative of saying who shall enjoy his earnings after his death abides in the parent. It is a wise and just provision of the law for the protection and security of old age. It is often potent to compel the- performance of filial obligations and to inspire loyalty in otherwise undutiful children. Except upon cogent reasons plainly established, we ought not to ignore the right of the owner to dispose of his property according to his own ideas or to unmake his will because he did not do as we personally might have done in the same situation.
Although our Code requires a will to be executed in the presence of two attesting witnesses who shall sign the same at the request of the testator in his presence, and in the presence of each other, we are called upon by this suit in effect to ignore the statute and substitute for the will established under a contest upon the sanity of the testator, the one made by him February 11, 1896, all upon the statements of the one attorney who drew the wills and who speaks from • memory almost eighteen years after the occurrence which he
As to the making of the contract averred, we cannot rely upon the wills themselves, because they make no reference whatever to each other. As said in Frazier v. Patterson, 243 Ill. 80 (90 N. E. 216, 17 Ann. Cas. 1003, 27 L. R. A. (N. S.) 508):
“If two persons make wills each devising the property to the other, there is no necessary inference that the wills were the result of any reciprocal or mutual agreement or understanding.”
In that case, cited in the opinion of Mr Justice Johns, the court was considering a joint will containing terms of contract, and limited to such an instance the doctrine that the agreement might be established by the terms of the instrument itself. In Prince v. Prince, 64 Wash. 552 (117 Pac. 255), while holding under the ample extraneous proofs in the case that there was a contract relating to the testamentary disposition of the property of the parents, the court, speaking through Mr. Justice Chadwick, quotes with approval the language of Section 6 of Eemson on Preparation and Contest of Wills, as follows:
“But to invoke the intervention of equity it is not sufficient that there are wills simultaneously made and similar in their cross provisions, but the existence of a clear and definite contract must be shown either by proof of an express agreement or by unequivocal circumstances.”
Again, the mother said in her testamentary document :
“I intentionally omit giving anything to my children, Georgia Frances Stevens and George Tobias Myers, Jr., knowing that my husband will care and provide for them.”
It would seem that if these wills were made in pursuance of a contract the one would have referred to the other or to the contract, and the. testator would have said something like this:
“ * * knowing that my husband has provided for them by will of even date herewith” or “that he has agreed with me to provide for them.”
It is worthy of note also thát nothing is said by either testator about the kind of care or amount of provision that was to be made for the children by the other. All is left to future disposition. The central idea of the situation as expressed by the language of Mr. Boise is found in his statement, “ # # that Mrs. Myers had.helped him make his money and he thought he wanted to give everything he had to her, and that she felt the same way.” Like that of any other witness, the- analysis of his testimony should be conducted in the light which all the circumstances of the case throw upon it. His acquaintance with the plaintiff runs back to a date before her marriage, and ever since he has been her friend. It is natural that an early friendship for one of the opposite sex would, insensibly at least, influence one in later years. Mr. Boise testifies that he endeavored to disabuse the mind of Mr. Myers of his prejudice against the plaintiff’s husband, and it is fair to presume that the witness re
Coming to what the witness says in the present litigation, we find him declaring first that Myers told him the pair had “decided” to make wills. Prominent in that connection is the announced purpose of the testator to give all his property to his wife and his statement that he did not want “to provide anything for the children now.” Finally, however, after eighteen years of silence about this chimerical contract, with every opportunity to describe it in the closely contested will case, when pressed by plaintiff’s counsel
In speaking of part performance, Pomeroy in his work on Contracts, Section 108, states the rule thus:
“With this explanation of their probative effect, the acts of part performance must be done in pursuance of the agreement; must unequivocally refer to and result from the agreement; or, in other words, clearly showing that there exists some contract between the parties they must be exclusively referable*168 thereto; it must appear that they would not have been done except on account thereof and they must be consistent with the contract alleged. When parol evidence has been admitted to prove the agreement in suit the acts of part performance must be clearly and exclusively referable to and in pursuance of its terms.”
In a note to the preceding section is quoted an utterance of Shadwell, V. C., in Dale v. Hamilton, 5 Harg. 369:
“It is generally of the essence of such an act of part performance that the court shall by reason of the act itself without knowing whether there was an agreement or not find the parties unequivocally in a position different from that which according to their legal rights they would be in if there were no contract. * * But- an act which though in truth done in pursuance of a contract admits of explanation without supposing a contract, is not in general admitted to constitute a part performance to take the case out of the statute of frauds; as for example, the payment of a sum of money alleged to be purchase money.”
In Wagonblast v. Whitney, 12 Or. 83 (6 Pac. 399), a suit to compel the specific performance of a verbal contract to convey lands, Mr. Justice Lord discussed the authorities at length and said, respecting the meásure of proof:
“Nor will the specific performance of a parol contract be granted, unless it be proved in the clearest manner and substantially the same contract as set out in the bill: Brown v. Brown, 47 Mich. 384. These are salutary but stringent rules, in the observance of which the interests of society and the public welfare are involved. A party is presumed to know the requirements of the law, and that a contract for the sale of land must be in writing. When he asks a court of equity to interfere, and save him from the consequences of his disregard of the law, the burden of*169 proof is rightfully thrown upon him to show a case outside of the operation of the statute. The court will not interfere to protect his rights, and lend its aid to the enforcement of a contract depending upon parol evidence and part performance, unless he proves the existence of the contract, its terms, and the acts of part performance by clear, satisfactory and indubitable proof.” (Citing authorities.)
In Kinney v. Murray, 170 Mo. 700 (71 S. W. 202), the court said:
“But the proof of such a contract must be so cogent, clear, and forcible as to leave no reasonable doubt in the mind of the chancellor as to its terms and character; and, where the consideration consists of acts to be performed, there must be like proof that the acts performed refer to and result from that contract, and are such as would not have been done unless on account of that very agreement and with a direct view to its performance. There must be no equivocation or uncertainty in the case.”
In Berg v. Moreau, 199 Mo. 416 (97 S. W. 901, 9 L. R. A. (N. S.) 157), the court lays down the standard that:
It must appear “not only that some contract was performed by the beneficiary, but that the identical contract sued on was performed, and that the acts relied on to show performance should point unvaryingly as the needle to the pole to the contract in suit and to no other”; and that the principles are “well settled as requiring a high and stringent character of proof, to wit, proof so impelling, so definite and clear, that there can be no reasonable doubt of the existence of a contract, of its terms, and of its performance.”
Respecting the rule that the evidence must clearly and exclusively refer to the contract pleaded and to no other, without equivocation, an analogy may be drawn from the rule laid down by Mr. Justice McBride in
“When the evidence leaves the case in snch a situation that the jury will be required to speculate and guess which of several possible causes occasioned the injury, that part of the case should, be withdrawn from its consideration.”
The rule is thus laid down in Johnson v. Devine, 166 Ill. App. 341:
_ “When such a contract is made the basis of an action, the evidence in support of it should be looked upon with great jealousy, and weighed in the most scrupulous manner, and the character, conduct and testimony of the witnesses should be such as to inspire confidence that they are telling the truth. Such a contract can only be enforced when it is clearly proved by direct and positive testimony, and when the terms of the contract are definite and certain. The most stringent doctrines of the court should be applied in such cases.”
In Wilson v. Gordon, 73 S. C. 155 (53 S. E. 79), two maiden sisters, after a conference on joint request in writing had two wills prepared by the same attorney giving all the property of each to the other without limitation, with the provision that if the devisee should die in the lifetime of the testator the property should go to a niece and her children; and it was held that they were not mutual wills and that the surviving sister after having accepted the benefits of the deceased sister’s will might destroy her own will. The court says in that opinion:
“But where a contract to make or not to revoke a will is set up there are strong reasons for requiring an agreement definite and certain established by evidence clear and convincing. The evidence comes from the living against the dead who cannot speak in*171 his ovm behalf in disproof of a charge of a violation of a solemn obligation. * * The discussion by two persons bound to each other by the closest ties of affection as to the disposition of their property resulting in separate wills by which the property of each was left to the other affords no ground for the inference that they undertook or exacted a legal obligation.”
Speaking further, the court said:
“But there are some facts which go towards disproving any contract. Not only was there no intimation from either of the sisters that they so understood it in the lifetime of Miss Mary, but the terms of the wills are very significant. They were prepared with great care and after much consideration. The fact that there was an absolute devise from each sister to the other without limitation was strong evidence that there was no intention to limit the power of alienation. When an intention is reduced to writing, either in the form of a will or a contract, there is always the strong implication of fact that the whole intention has been expressed and an implication still stronger that there is no agreement or intention contrary to that expressed.”
Hale v. Hale, 90 Va. 728 (19 S. E. 739), was a case where two sisters made identical wills. One of them married, before which, however, she consulted an attorney, who advised her that her marriage would have no effect on her will. She died under that belief and never republished her testamentary document. After stating the principles relating to part performance, the court said:
“Now the alleged acts of part performance in the present case taken singly or collectively do not bring the case within these principles. The making and preserving the wills under the circumstances stated in the bill, while they are acts consistent with, are yet*172 not demonstrative of, the existence of any contract between the parties, or, in other words, they do not unequivocally show that there was a contract. Non constat the wills were not made from motives of love and affection and independently of any contract or agreement, and this being so, parol evidence to establish the alleged contract would not be permissible. ”
Wanger v. Marr, 257 Mo. 482 (165 S. W. 1027), was a case in which the husband and wife each executed a will. By these each was given a life estate in the property of the other and the remainder was devised to plaintiffs and defendant. The wife died and the husband took possession of her land. Afterwards he executed another will inconsistent with the former, and died. The court held that the evidence was insufficient either to prove a contract or to require specific performance thereof. In Sappingfield v. King, 49 Or. 102 (89 Pac. 142, 90 Pac. 150, 8 L. R. A. (N. S.) 1066), it'appears that a husband and wife, after consideration of the same for some weeks, went to the office of an attorney where the wife executed a deed conveying to her husband all her land, to take effect after her death, and he made a will bequeathing his property to her while she lived, with remainder to other parties. He died first and in a suit by the widow to quiet the title to her lands as against a claim of the residuary legatees of her husband it was contended that the testimony showed a binding contract between the husband and wife to make mutual wills, which became irrevocable upon the death of one of the contracting parties. It is enough to say of the record in that case that it went much farther than anything revealed here to establish such a contract. Mr. Justice Eakin, however, dismissed the contention, holding that the testi
The principle to he deduced from all the authorities on part performance is that it must point unequivocally and undisputably to the contract alleged and to nothing else. If it can be referred to any other contract or arrangement it is insufficient. Applying the rule to this case, in the light of the only written memorial of the transaction between husband and wife, namely, the two wills of February 11, 1896, we will suppose that instead of the one alleged, there was in fact a contract between the husband and wife that each should leave the entire estate to the other, with discretion to provide for the children as the survivor should think best. The two wills as drawn would be the only practical expression of such intention. More than two years after they were executed we find Mrs. Myers saying to her niece, Mrs. Yan Duers:
“No; your uncle accumulated it himself and he has a right to say what' shall be done with it, or if he is not here I have a right to say what shall be done with it.”
She doubtless had in mind at the time the two wills in question. If the complaint is true she knew that they were identical in their terms. Her statement to her niece clearly shows her attitude towards that arrangement and is utterly inconsistent with a covenant to devise the property of the survivor absolutely and at all events to the children in equal shares. If, as Mrs. Myers said, her husband had the right to say what should be done with the estate he certainly was not fettered by any contract to dispose of it only in a certain manner and to two particular persons.
Neither of the parties ever contemplated giving up control of their several properties either then or after-wards. That the survivor was left untrammeled in that respect is made as clear as possible by the language of Mrs. Myers in her conversation with her niece, Mrs. Van Duers. This statement of the plaintiff’s mother, one of the couple who of all others knew what the transaction really was, properly characterizes the subject of the present contention. It is consistent with the only written memorial they left, the wills themselves. It is not at variance with the testimony of Mr. Boise.
It must be presumed that the private transaction of Myers in'making the last will and its codicil was fair and regular, favored as he was by the ministrations of able counsel. In this long-drawn-out scramble for filthy lucre there were those who had the opinion that he was mentally erratic, but although he had a long
Let us concede for the moment that the parents had some kind of an agreement, understanding or arrangement. Let us even, as we might under the testimony, suppose that the compact was that the survivor should take all the property of the other with full discretion about leaving any of it to the children and without restriction upon testamentary disposition of it by the one living longer. In such a case how differently would they have framed their wills from the way the plaintiff alleges they did? In all the divagations of discussion no one has answered this question. If we are to be bound by the rule laid down by substantially all the authorities to the effect that the evidence to support a decree for specific performance must clearly prove the contract alleged, the question cannot be answered consistently with a reversal of the decree of the Circuit Court.
Under such circumstances we would do violence to the almost unbroken current of authority on part performance and assume to make for the survivor a will according to our own notions, if we reversed this case. A contrary view of the record would make it impossible for one spouse to bequeath anything to the other without raising the presumption of a contract requiring the same, and would unreasonably fetter the right to dispose of estates by will. The following cases are instructive on the subject under consideration: Christy v. Barnhart, 14 Pa. 260 (52 Am. Dec.
As taught by subdivision 1 of Section 868, L. O. L., summing up let us judge of the effect of the evidence not arbitrarily but with legal discretion and in subordination to the rules of evidence, and so doing ascertain where the preponderance lies. On one side we find the statement of a single witness undertaking to recall after a lapse of eighteen years the language of Myers that “they had come to an agreement” to make identical wills. As to whether they were to be so alike or were in fact the same, we are asked to accept the oral interpretation of the witness who says he had custody of them many years and went and
On the record Mrs. Yan Duers is quite as worthy of belief as Mr. Boise. Laying aside for the moment all the statutory presumptions noted, the best that can be said for the plaintiff about the weight of the testimony is that the statements of these two witnesses balance each other. Yet they are the only ones who pretend to state any thing about an agreement.
But it is incumbent upon the plaintiff to prove her case by a preponderance of the evidence, otherwise she must fail. On the other hand, the presumptions
The remaining insuperable objection to the plaintiff’s case is that it is an attempt to create a trust concerning real property upon the doubtful oral testimony of a single witness without the support of a single act of either party but what is easily and naturally referable to an unrestricted noncontractual devise. In this respect the case is plainly governed by Section 804, L. O. L.:
“No estate or interest in real property, other than a lease for a term not exceeding one year, nor any trust or power concerning such property, can be created, transferred, or declared otherwise than by operation of law, or by a conveyance or other instrument in writing, subscribed by the party creating, transferring, or declaring the same, or by his lawful agent, under written authority, and executed with such formalities as are required by law.”
And Section 7398, L. O. L.:
“Every grant or assignment of any existing trust in lands, goods, or things in action, unless the same shall be in writing, subscribed by the party making the same, or by his agent lawfully authorized, shall be void.”
To sustain this suit under such circumstances is to make the title to real property subject to the slightest vagary of memory. It is to invite plunder of estates, on the most flimsy pretexts. Besides all this, it is well settled that equity will not, as a matter of right, decree specific performance of any contract. It rests solely in the sound discretion of the court and we cannot say upon this record that the circuit judge who heard the testimony, saw the witnesses and considered all the circumstances and relations of the parties, abused