122 Mo. 504 | Mo. | 1894
Lead Opinion
This is a statutory proceeding instituted in the circuit court of Chariton county to contest the validity of an instrument of writing purporting to be the last will and testament of John "W. Price, late of said county, deceased, duly admitted to probate in said county on the twenty-eighth of May, 1890, prosecuted by some of his heirs against a daughter of said deceased and her husband, the petition charging, in substance, that said paper writing so admitted to probate as the last will of the said deceased ‘ ‘was not written or signed by the said John W. Price, and was not signed by any other person for him, by his direction, in his presence, as provided by law; and that the said paper writing, by reason of the matter aforesaid, is not the will of John W. Price.”
Upon this allegation issue was joined by answer, and the case came on for trial at the October term, 1891 of said circuit court. After the jury had been impaneled and sworn, and the statutory issue framed, by the court, the defendants produced said instrument of
“I, John W. Price, of the county of Chariton, and state of Missouri, being of sound and disposing mind, and knowing that I have to leave this world as all mortal flesh is doomed to do, I feel anxious to dispose of my entire estate after my death. In accordance with my well matured determination I do hereby make, publish and declare the following to be my last will and testament, viz.:
“In the first place I bequeath my entire estate (except what I have already disposed of), to my wife, Mary E. Price, to use for the support of herself and the two youngest' children, Mary Katherine Price and Wallace Powell Price.
“To my daughter, MaryL. Harper, I will one dollar, having advanced her her portion of my estate.
“To my daughter, Louisa M. Walton, I will one dollar, having advanced to her her portion of my estate.
“To my daughter, Harriet A. Vergin, I will one dollar, having advanced to her and her children their portion of my estate.
“To my son, Elmer D. Price, I give the south half of my Huss farm; and to my son, John Walter Price, I will the north half of the Huss farm.
“To my daughter, Aurelia Harding, I will one hundred and sixty acres of land on Yellow Creek, the numbers of which can be found in my tax receipts.
“To my son, William W. Price, I will one dollar, having advanced to him his portion of my estate.
“My home residence, which I have given my wife, Mary E. Price, a lifetime control and possession, I give to my two youngest children, M. K. Price and W. P. Price, to be equal heirs of all my land estate that I have not given away in this my will, and also all the land I may purchase before my death.
*511 “I will my stock, household furniture, farm utensils and all the money I have not disposed of to remain as they are, for the use of the homestead as long as my wife lives; after her death to be divided between the two youngest children. I give Mary Katherine Price the home residence in an equal division of all my land that may be attached to the home tract or not otherwise disposed of, which I have heretofore stated my wife, Mary E. Price, is to control her lifetime.
“I give my wife one-third of my money after paying all my debts and what I have ordered in my will. I also appoint my wife executrix of my estate.
“I will that the probate court have nothing to do with my estate.
“Written this eighteenth of November, 1886.
“John W. Price.
“Witness:
“F. K. Venable.
“H. H. D. Moorman.
“John A. Broaddus.
“James D. Ingram.”
And in support thereof defendants introduced the attesting witnesses, who testified in substance as follows:
James D. Ingram testified that he lived in Chilli■eothe and in the winter of 1886 or 1887 he was at the residence of Mr. Price as a visitor. “In the morning, after breakfast, Mr. Price said: ‘I am very glad that you came, I have been wanting to see you, I wanted you to witness my will;’ and he produced that paper; just handed it to me; I did not read it. He said that was his will, and, looking at it, I said you have already several names; he said he wanted me also. I signed it and he stated that was his will. The paper is in same condition now as then, with same names upon it. 'The name of John W. Price was to it then. I signed
This witness, on cross examination, testified that he was acquainted with the handwriting of John W. Price. The paper was not written in the handwriting of Mr. Price, nor was it signed in his handwriting. Witness thought, both the body of the writing and the signature were in the hand of Mrs. Kendrick. When Mr. Price handed him the paper to sign as a witness, he said it was his will. He signed it in the presence of Mr. Price.
E. K. Venable, another attesting witness, testified that he lived within half a mile of John W. Price and knew him well. “Some time about the latter part of the year 1886, I don’t remember the month, I was called upon to witness a paper presented to me as Judge Price’s will. (Paper here exhibited to witness.) This is my signature attached to that paper. I did not read it. I only know that is my signature there. I only know this to be the same paper by the fact that I identify my signature. That is the only paper I ever signed for Mr. Price. I could not say whether the name of John W. Price was signed to it. I witnessed the paper he handed me and told me was his will. He told me that was his will and I signed it. Could not identify it only by my signature. If I am not mistaken, when he handed the paper to me he raised it up and let it fall over and told me that was his will and that he wanted me to sign it as a witness, I believe. A day or two, probably three or four days before that, he sent for me to come to his house when I had leisure. I went there and he told me what his business was, signing as a witness his will. I put my name there asa witness at his request and in his presence.” Did not see paper when written. Did not see him sign it. Did not know his handwriting.
H. H. D. Moorman testified: “Am a physician. Practiced my profession at Dalton, Chariton county, for four years, commencing in the spring of 1884. "Was well acquainted with the late John "W. Price. During my practice at Dalton was often called' to visit him and his family professionally. Am one of the persons whose names appear as attesting witnesses to the paper recently probated as his will in the Chariton county probate court. I signed the paper at Price’s request and in his presence, but did not see him sign it, ■ nor was his name signed to it by any other person in my presence." His name was already written at foot of paper when I first saw it. He handed me the paper and said,' ‘This is my will and I want you to sign it as a witness. ’ He said he had it written, but I don’t remember that he said by whom. He was - then of sound mind.”
The proponents then introduced in evidence the deposition of Sarah S. Kendrick, which, so far as it bears upon the present inquiry, is as follows:
“ Q. I will get you to state if, about the year 1886, or some time after that, you ever had any conversation with him about this will? A. Yes, sir, I was there; I do not know how long after he made his will. I could not say. He came in and said ‘Mrs. Kendrick, I have made my will.’ I said to him, ‘Did you sign the will, Mr. Price? He said ‘No, I didn’t sign it; I told Katie to write it and I saw her do it.’
“Q. You (he) said when you asked him whether he signed it ór not that he told Katie to write it? A. Yes sir, but he saw her do it; he told her to write his name. * * * The condition of his mind was good, very good, at the time of these conversations. He knew everything he had, just as well as I. Was . a remarkably smart man, Mr. Price was. You don’t often see just such a man.”
CROSS-EXAMINED.
“Q. Can you fix the date of your conversation? A. I could not, sir.
“ Q. At the time of this conversation with Judge Price about his will, when he told you he had made a will, how long before that did he tell you he executed a will? A. He did not say.
“ Q. Did he say how long the will had been executed? A. No, sir, just as I told you.
“ Q. How long before Judge Price’s death was it that this conversation occurred? A. I could not tell you, to save my life.
tlQ. What was the exact language he used to you about the writing of the will? A. I asked Mr. Price who wrote the will and he says, 'I wrote the will, but Katie copied it.’
“Q. Then what else did you ask him? A. I says 'Mr. Price, they will break your will.’ He says, 'They can not do it; I have given everyone something.’ I says, ‘Mr. Price, did you sign the will?’ He says, 'No, I did not sign the will; Katie wrote my name and I saw her do it.’
“Q. Is that all he told you about the writing of the will? A. All that I have stated to you is all that he stated, as near as I can give it.
" Q. As I understand, then, he wrote it, Katie copied it and Katie signed it? A. He told her to doit and he saw her'do it.
“Q. Are you positive he said he told her to do it? A. Yes, sir; I have sworn to'that and could do it again.
"Judge Price met with a railroad accident some years before that. Katie did most of his writing. Don’t think he consulted anybody about his business much. He was a man of fine sense. ■ Don’t think he relied on the advice of any member of his family in regard to business. Won’t say that he transacted his business himself. Don’t know exactly. Never saw him call on anybody to transact business. Have seen him call on Kate to put his name to a paper or write an article. Never heard him call on anybody to consult. He thought himself as capable as anybody. At times he was a great sufferer — an invalid. Had neuralgia very bad. Several times his side rose. He had a rising in one of his sides and was a great sufferer. About this
“Q. Was he not frequently in a semi-unconscious condition, so that he would scarcely notice anything going on around him? A. I have seen him on two. occasions when they gave him too much whiskey.
“ Q. Were there not other occasions when he paid no attention to what was taking place? .A. I could not say; I do not know.
“Q. Who was the attendant who brought these stimulants and gave them to him? A. His wife and his daughter. .
“Q. At the time you speak of when he had too much whiskey and was in the condition you describe, do you know who gave it to him? A. I suppose it was either Bettie (his wife) or Katie. I do not know. One of. the two. Nobody else did.
“Judge Price kept his valuable papers in the drawer of a bureau in his house. I do not think everyone had access to the drawer. I do not know whether it was locked or not; think it was. He was a money lender. Had no office, except his home. Do not know who transacted for him the business of. loaning money, receiving interest and giving receipts. Never saw any of his business transacted when I was there.”
To the introduction of so much of this deposition as contained declarations made by the testator in regard to the execution of the will, the contestants objected, and, their objection being overruled, they excepted. Upon the proof thus made proponents
The contestants introduced no evidence, but asked the court to give the following instructions:
“1. The court instructs the jury that it has not been proved that the paper writing read in evidence was signed by John W. Price, the supposed testator, or by any other person for him at his request or by his direction and. in his presence; and you are therefore instructed that your verdict must be that said paper writing is not the will of. John W. Price.
“2. The court instructs the jury that the testimony of Mrs. Sarah Kendrick, contained in her deposition read in evidence, should not be considered by you for any other purpose than to show the mental condition and state of the affections of John W. Price, and that the said testimony is not competent for the purpose of proving that the said John W. Price executed the paper propounded as his will.”
Which the court refused. The contestants excepted, and the case was submitted to the jury, who found the issue for the proponents, and upon this verdict the said instrument of writing was, by the judgment of the court, established as the last will of said Price, from which judgment the contestants appeal.
The errors assigned are substantially: First. That the court erred in overruling the objections to all that part of the deposition of Mrs. Kendrick relating to declarations concerning the execution of his will, made to said witness by John W. Price after the date of the supposed execution thereof, and in refusing the second instruction in regard to her evidence. Second. That
“Since the decision of Gibson v. Gibson, 24 Mo. 234, it has been the settled law in this state that 'declarations 6f the testator made subsequent to the execution and publication of the will are not admissible as evidence of the facts stated. In his able and exhaustive opinion in that case Judge Leonard sums up the law in reference to such declarations as follows:
“ ‘The just result of the whole matter, we think, is, that these declarations, so far as they are relied upon to furnish evidence of the facts they contain, are mere hearsay, and that there is no ground, either of authority or reason, to exempt them from the rule of law excluding all such testimony. We repeat, however, what we have before remarked, that, as mere verbal facts, external manifestations of what is passing within, they are always evidence of the testator’s intellect and affections for the time being, provided they are of such a character, either by themselves or in conjunction with other evidence, and are so connected with the making of the will in point of time, as to furnish any reasonable ground of judgment in reference to the testator’s mental condition at that time.’
. “This opinion is so conclusive and satisfactory that it has been adopted and followed in this state without question or comment wherever the question has been raised. Tingley v. Cowgill, 48 Mo., on page 298; Rule v. Maupin, 84 Mo. 589; Bush v. Bush, 87 Mo. 485; Spoonemore v. Cables, 66 Mo. 587. In the case last cited, Judge Napton contents himself by saying ‘we have nothing to add to what was there said.’
*519 “Schouler, in his work on wills, disposes of the subject in one brief section as follows: ‘The declarations of a testator, before or after making a will, are inadmissible on the issue of its execution.” Section 317a. To the same effect, see Jones v. McLellan, 76 Me. 49; Kennedy v. Upshaw, 64 Texas, 411; Runkle v. Gates, 11 Ind. 95; Davis v. Davis, 123 Mass. 590; Kitchell v. Beach, 35 N. J. Eq. 446; Herster v. Herster, 122 Pa. St. 239; Caeman v. Van Harke, 33 Kan. 333; Johnson v. Hicks, 1 Lans. (N. Y.) 150, and Couch v. Eastman, 27 W. Va. 796. In the case last cited, the court, after exhaustive review of the authorities, says, ‘we have not found a single case that warrants the introduction of such evidence.’
“Under the law, thus well settled, we can but conclude that the declarations, of John W. Price, as testified to by Mrs. Kendrick bearing upon the execution of the will, were inadmissible.”
The declarations of the deceased being excluded from the deposition, there was nothing in the case calling for an instruction upon that subject, consequently the second instruction, which should have been confined to those declarations, was properly refused. This brings us to the real difficulty in the case, which arises under the second head of the assignment of errors.
The province of the court before whom the issue was tried, and whose action alone is subject to our review, was not to determine the sufficiency of the evidence to establish the facts essential to a due execution of the will or the credibility of the witnesses -giving it — this belonged exclusively to the jury — but to submit that issue to the jury when a. prima facie case wa§ made by competent legal evidence tending to prove that all the requirements of the statute had been complied with, and the immediate question before us is, was the evidence hereinbefore set out, minus the declarations made to Mrs. Kendrick, sufficient to make out aprima facie case of proper execution of the instrument and to warrant the court in submitting that issue to the jury.
The case made by that evidence, briefly, is that Judge John W. Price, aged about 74 years, of sound mind, a moneylender, an intelligent man, of property, and conversant with affairs, but who had some years before met with a railroad accident and was suffering from neuralgia and “risings” in one of his sides and had to rely upon his daughter Katie, one of the respondents, to do most of his writing, was, in the fall of 1886, living with his family at his home in Chariton county, and had then in his possession the instrument of writing propounded as his last will, which upon its face bears evidence that it was prepared under the direction of a mind familiar with such matters. This instrument, in apt language and in due form, with his name signed in the proper place at the bottom of it, all, including the signature, in the handwriting of his. daughter Katie, he first presents to his near neighbor,
Tet in the face of the case thus made, counsel for ■contestants contend that there is in this record no proof whatever that the name of John W. Price was so^ •signed. The cases to which we are cited in support of this proposition from other jurisdictions, except Burwell v. Corbin, 1 Rand. (Va.), 131, are under variant statutes differing from ours, as are many of those cited for the proponents, and shed but little light upon the controversy. The single case cited from this court,
The Virginia case of Burwell v. Corbin, under a statute like ours, which is almost a literal transcript of' 29 Car. 2, in respect of the matter- in hand, does give-support to plaintiff’s contention, but this was the decision of a divided court, upon a special verdict, vigorously dissented from by Judge Roane, and virtually-overthrown after being much thrashed over in subsequent cases in the Virginia court of appeals, all of which are cited in the notes to 3 Lomax’s Digest [2 Ed.], pp„ 44 to 49, secs. 14 and 16, where the cases are reviewed,, and the doctrine of the Virginia cases under that statute, so far as it is pertinent to the present inquiry, correctly stated by Judge Lomax to be, “That the-instrument, whether signed by the testator himself or by another person for him, is sufficiently attested upon the acknowledgment of the testator that such instrument is his will; that proof of such an acknowledgment is evidence’ from which a court of probate, or a jury, may infer the fact that the instrument was signed by the testator, or was signed by another person for the-testator in his presence, and by his direction, as the-case may be.”
The question in hand early came under the consideration of the supreme court of Kentucky, under a like-statute, 2 Digest Kentucky Statute, 1822, page 1242, in. the case of Cochran’s will, decided in 1814, 3 Bibb, 491, in which that court held: “The subscribing witnesses-all prove the acknowledgment of the testator that this instrument was his will, and in his presence attested
The Virginia statute seems to have been the common source from which the Kentucky statute of wills, 1797, supra, and that of Missouri were originally taken (2 Laws of Missouri, 1825, p. 790) and all are substantially enactments of the English statute.
"While the precise question under consideration has never been directly and authoritatively passed upon in this state, yet the principles decisive of it seem to have been well settled in harmony with the rulings in the English courts and those of Virginia and Kentucky.
In Cravens v. Faulconer (1859), 28 Mo. 19, this ' court, speaking through Richakdson, J., said: “It is manifest that the provision of our act in question was borrowed from the British statute, which has so often been under the consideration of their courts, that it has
The principle announced in all these eases is simply a recognition and affirmance of the doctrine laid down in Ellis v. Smith, 1 Ves. Jr. 11 decided in 1754 by the high court of chancery of England after a review of all the' precedents, and which was thereafter uniformly followed in the English courts so long as the statute of Charles II. .on this subject remained unchanged.
From the authorities on this statute, English and American, but one deduction can be logically drawn, and that is, that an instrument of writing purporting to be the will of a person of sound mind and lawful age, signed at the bottom with the name of the testator and attested by the requisite number of witnesses in his presence, may be established as his last will and testament on the evidence of such attesting witnesses that he acknowledged before each of them, separately or together, that such instrument was his will, without further proof. The application of this principle does
This is not “consequence built upon consequence” but an inevitable and immediate deduction from the premises. It is not the mere physical act of signing that the witnesses attest; it is that the instrument signed with the name of the testator is his will. Withinton v. Withinton, 7 Mo. 589; Cravens v. Faulconer, supra; Harris v. Hays, 53 Mo. 90; Norton v. Paxton, 110 Mo. 456; Grimm v. Tittman, supra. That fact they are warranted in attesting upon the declaration of the person whose name is signed to the instrument (he being of sound mind and lawful age) that the instrument so signed is his last will and testament, although they neither saw him subscribe his own name to it in proper person, or another subscribe his name thereto at his request and in his presence.
Proof of this acknowledgment by the deceased before the required number of attesting witnesses, made by them that he was of lawful age and sound mind and that they signed their names as witnesses to the instrument in his presence and at his request under our law
Eor a decade in the history of Missouri the law in regard to wills signed by another for the testator was different, requiring additional proof in such cases. In the revision of 1845, chapter 185, section 5, a new section-was adopted, requiring that: “Every person who shall sign the testator’s name to any will, by his direction, shall subscribe his own name as a witness to such will, and state that he subscribed the testator’s name at his request.” It was under this statute that the cases of McGee v. Porter, 14 Mo. 611; St. Louis Hospital Ass’n v. Williams’ Adm’r, 19 Mo. 609; and Northcutt v. Northcutt, 20 Mo. 266 were decided; and, even under that statute, it was held that there need not be an express direction, but that such direction might be proved by circumstances. 19 Mo. 612.
It needed, however, but a brief experience of the dangers of innovation upon well established and well understood rules for the government of persons who, in contemplation of death, desired to make disposition of their property by will, as illustrated in those cases, to induce our lawmakers to return to the well approved
From the evidence in this case there is reasonable ground for the inference that Judge Price was familiar with the statute, and knew its requirements. There can be no doubt that he intended the instrument to be his last will and testament, and thought it was executed in accordance with its requirements, and all the evidence in the case tends to show that it was. His testamentary intentions ought not to be defeated by a narrow and technical construction of the statute, and can not be defeated by evidence which tends to prove that his will was not signed in one of the ways provided by the statute, but which in no way tends to prove that it was not signed in the other, but tending strongly to prove that it was so signed.
We, therefore, conclude that the trial court committed no error in refusing contestant’s first instruction, nor in permitting the instrument to go to the jury on the prima facie case of its proper execution made by the evidence introduced by proponents. So that the only error we find in the trial was the admission of the declarations of the testator as to the' manner in which the will was signed. As the acknowledgment of the testator is not conclusive evidence that, the instrument was executed in the mode provided by the statute, but only evidence from which the jury would be warranted in inferring that the instrument was so executed, and, as in this case they might not have drawn such inference but for this evidence, notwithstanding the acknowledgment was strengthened by the other facts and circumstances in evidence, the judgment for this error will have to be reversed and the cause remanded for new trial, and it is accordingly so ordered.
Concurrence Opinion
(concurring). — As said by this court when speaking of our statute concerning wills: ££It is uniformly held that it is not necessary that the testator shall actually sign his name to the will in the presence of the attesting, witnesses; but the acknowledgment by the testator that the name signed to the instrument is his, or that the paper is his will, is sufficient;” nor is it necessary that the witnesses shall sign in the presence of each other. Cravens v. Faulconer, 28 Mo. 19. As to the attestation, it can make no difference whether the will is signed by the testator himself, or • by some other person by his direction and in. his presence. In either ease the attestation is good and sufficient, if the testator acknowledges the instrument to be his will, and the witnesses sign it in his presence. In short, the witnesses attest a signed will, and not necessarily the various steps leading to its execution. This, it seems to us, is the necessary result of the rulings of the courts often repeated, that the witnesses • need not attest in the presence of each other or attend the ceremony of signing by the testator. A will may be well attested, though the attesting witnesses can not depose to all the facts essential to a good signing by or for the testator. This is especially true in cases like the one in hand, where the name of the testator was not signed by himself, but was signed by another.
Where the testator produces an instrument, purporting to be his will, and declares that it is his will, and requests the witnesses to attest it, the declaration to them that the instrument is his will is evidence that he signed it; and, should it appear that he did not sign it himself, but that his name was signed thereto by
In the case in hand it clearly appears the testator did not sign his name to the paper propounded as his last will. His name was signed by another. He, however, presented it, thus signed, to the several attesting witnesses and declared to each of them that the paper was his will, and the witnesses attested it at his request. This declaration of the testator that the instrument was his will, as shown by the testimony of the attesting witnesses, is evidence tending to show that his name was signed thereto by his direction; but, standing by itself, it does not, in our opinion, show, or tend to show, that the testator’s name was signed in his presence. The question, then, is, whether there is any other evidence in the case which justified the court in submitting the issues to the jury.
The other circumstances in evidence are th,ese: The will, including the name of the testator, was written by his daughter Katharine. The will bears date the eighteenth of November, 1886, and was attested about the same date. Some of the attesting witnesses signed it in the presence of the wife of the testator and other members of the family, as well as in the presence of Mr. Price. It was in the possession of the testator from the date thereof until his death in April, 1890. One attesting witness says: “He said he had it written, but I don’t remember that he said by whom.” Another witness in the case, though not an attesting witness, testified: “Have seen him call on Katie to put his name to a paper or write an article.” The will
Dissenting Opinion
{dissenting). — It is not insisted that the formalities required by the statute in order to the due execution of a will can be dispensed with and the mere acknowledgment of the testator substituted therefor. In order, therefore, to give effect to the statute, in case the name of the testator is subscribed by another for him, it is essential to the perfection and validity of the instrument that it be signed by the direction of the testator and in his presence. That being so, it follows that a writing not so signed can not be given validity by adoption, however solemnly made. If the name of Col. Price was not, in fact, written in his presence, and at his request, it was not his will, and no declaration
It is also well settled that the burden of proof is on the proponents of the, will to prove its due and legal -execution. Norton v. Paxton, 110 Mo. 456; Gay v. Gililan, 92 Mo. 255; Schouler on Wills [2 Ed.], sec. 239. I agree that the sole question on this branch of the ■case is whether there was competent, legal evidence, •offered by proponents sufficient to make prima facie proof that the instrument in question was executed in the manner prescribed by the statute. I agree that the declarations of the testator made at the time of the attestation of the will, were admissible as part of the res gestee. When witness Moorman attested the writing, Col. Price stated- that he had it written. This declaration, I may admit, tended to prove that the instrument was both written and signed by the direc-' tionof the testator; but I think no one can fairly claim that it, taken alone, had the remotest tendency to prove that the name was subscribed thereto in his presence, When we undertake to make the simple declaration ■of Col. Price that the instrument was his will, evidence that it was executed under all the formalities required by the statute, we virtually throw aside the statute altogether, and make a will by mere adoption. We could with equal propriety dispense with the attestation of witnesses.
The evident design of the statute, in requiring these formalities, when the name of a testator -was written by another, was to prevent, as far as possible, the perpetration of frauds and- impositions upon the ignorant and illiterate. But the statute does not confine its requirements to that class' of persons. The requirements apply equally to the educated- and intelligent business man. Nor are the rules'of evidence,
The other circumstances shown by the evidence are that the testator, from bodily affliction, was unable to write with ease and his daughter Mrs. Kendrick generally acted as his amanuenis. They lived in the same house. The will was written some years before the death of the testator, and during the time was kept in his possession. This evidence tends to prove that the will was written and signed by the direction of the testator and that he was satisfied with the disposition he had attempted to make of his property; but I am at a loss to see the least tendency it has to prove the fact that the will was signed by Mrs. Kendrick in his presence. The circumstances were as consistent with one theory as the other. They tended to prove neither. The burden of proof was on the proponents. I think there was no evi