Barnes v. Bess

197 S.E. 403, 171 Va. 1, 1938 Va. LEXIS 252
CourtSupreme Court of Virginia
DecidedJune 8, 1938
StatusPublished
Cited by11 cases

This text of 197 S.E. 403 (Barnes v. Bess) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barnes v. Bess, 197 S.E. 403, 171 Va. 1, 1938 Va. LEXIS 252 (Va. 1938).

Opinions

Spratley, J.,

delivered the opinion of the court.

Ackey E. Bess, a negro resident of Portsmouth, Virginia, died in 1936, leaving an estate of between eight and nine thousand dollars, consisting largely of real property. He was around seventy or seventy-five years of age at the time of his death. His wife had been dead about ten or eleven years. There was only one child of their marriage, a daughter, who was also dead. This daughter left surviving her one child, Jennie Bess, a grandchild of Ackey E. Bess, his sole surviving heir-at-law, and one of the defendants in error. The old negro man retired, in the year 1925, from a merchandise business which he had operated for many years, and from which he had accumulated his property.

On November 22, 1927, Bess consulted Thomas H. Reid, a negro lawyer, and the latter, at the request of Bess, drew up for the latter a last will and testament. In this instrument, Reid was designated as executor.

[5]*5About five years later, Bess went to the office of John W. Barnes, a negro notary public in his city, the plaintiff in error, and there a second will was drawn up by Barnes for Bess. The paper writing in question here is claimed to be that will. It contains on its third and last page the signatures of Bess and two witnesses.

In answer to the question how it happened that he was named as beneficiary and as executor, Barnes made a cloudy and indefinite explanation. He said that Bess came to him, and told him that he had had some church trouble, and had been dismissed “from the Trustee Board,” and wanted to change his will; and that Bess said, “I don’t want him to look after my business,” presumably referring to Reid, and requested Barnes to write his will and act as his executor. There is no explanation of the reason for making Barnes a substantial beneficiary other than he was not paid in money for drawing the will.

After the death of Ackey E. Bess, a paper writing purporting to be the true last will and testament drawn by John W. Barnes, dated May 15, 1932, was found in the iron safe of the decedent. Upon the motion of Barnes, it was admitted to probate in the clerk’s office of the Circuit Court of the city of Portsmouth, and Barnes qualified as the executor thereof. Jennie Bess and John Elliott, a nephew of the decedent, filed an application for an appeal from the probate. Upon hearing the appeal, an issue of devisavit vel non was directed before a jury. The jury found that the paper writing dated May 15, 1932, was not the true last will and testament of Bess. The trial judge sustained the verdict of the jury, and entered a final judgment for the contestants of the will. The plaintiffs in error are here appealing from that judgment on the grounds that the judgment is contrary to the law and the evidence and for misdirection of the jury by the court.

The paper writing dated May 15, 1932, was attacked on the grounds of lack of proper testamentary capacity, lack of proper execution, and fraud.

[6]*6The jury having found for the contestants, and their verdict having been approved by the trial judge, the first question for our consideration is whether there is any evidence to sustain the verdict and judgment.

There was some conflict in the evidence as to the testamentary capacity of the testator. While it appeared that he had acted rather oddly at certain times, and complained of a lack of memory and of suffering from vertigo, the preponderance of the evidence showed that he had the grade of mind usually found in men of his type, considering his age and physical condition.

The alleged later will made certain changes in the provisions of the first will, the most important of which was a change made in favor of John W. Barnes, the draftsman and executor of the will. To Barnes was devised a valuable piece of real estate, with a two-story building thereon, containing five' or six rooms, which Barnes testified was in payment to him for his services in drawing the will. There were no changes made as to the property left to the granddaughter, Jennie Bess and the nephew, John Elliott. Some of the original devises in the first will were omitted from the second will, and Mamie Gibson, a housekeeper for the testator, was added as a substantial devisee and legatee in the latter instrument.

A physical inspection of the typewritten will of 1932, offered for probate, consisting of three pages, shows on its face the following irregularities: (1) The first page is an original and the second and third pages are carbon copies; (2) different pens were apparently used in signing the names, different ink was used, and the fastening on the manuscript cover shows that more than one set of brads had been put therein; (3) between the lines of the paragraph near the bottom of the first page making the devise to Barnes and the short following paragraph there is a difference in spacing; and (4) all of the clauses containing the devises and bequests are numbered except the devise clause immediately following the devise to Barnes. The devise to Barnes is number three. The following devising [7]*7clause on the first page has no number and the first devising clause on page two is numbered four.

Both of the attesting witnesses testified that they thought the will they signed contained only two sheets of paper, and that they signed on the second sheet. One said that each of the pages contained the same character of type, and that there was no mixture of original and carbon sheets. One of these attesting witnesses twice said in reply to questions from the trial judge that he couldn’t say that he saw Bess sign the paper. The draftsman and executor was not sure whether he had made original and carbon copies at the time the will was drawn.

The evidence points plainly to numerous suspicious circumstances. The second instrument contained devises different from the previously expressed intentions of the aged man. The physical appearance of the paper writing, the irregularities thereon, the conflicting testimony with reference to the number of pages it contained, and the devise to the draftsman and executor thereof, of valuable property far in excess of a proper measure of a fee, presented the ques-' tion whether these specific circumstances were sufficient to prove fraud. There is no evidence in the record whatever to show any obligation by Bess to Barnes, or any desire to reward him for friendship and affection. The devise to Barnes is so clearly disproportionate to the measure of services performed, and the extent of the estate involved, as to bear the closest scrutiny. There is no satisfactory explanation why the alleged will contained both original and carbon copies. The manner in which the devise to Barnes is squeezed in near the bottom of the first page between a numbered and an unnumbered clause, gives. further rise to suspicion.

There is here more than vague suspicion and surmise. Direct proof is not necessary to overthrow a will. Any facts and circumstances are sufficient as evidence that will satisfy the jury as reasonable and fair-minded men that the paper writing is not a true last will and testament.

[8]*8We do not have to assume actual fraud. But suspicious circumstances place a burden upon the proponents of a will to make a satisfactory explanation. If they fail to carry that burden, they should not profit thereby. Redford v. Booker, 166 Va. 561, 185 S. E. 879, and cases therein cited.

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Bluebook (online)
197 S.E. 403, 171 Va. 1, 1938 Va. LEXIS 252, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barnes-v-bess-va-1938.