Chappell v. Trent

19 S.E. 314, 90 Va. 849, 1893 Va. LEXIS 63
CourtSupreme Court of Virginia
DecidedDecember 7, 1893
StatusPublished
Cited by25 cases

This text of 19 S.E. 314 (Chappell v. Trent) 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
Chappell v. Trent, 19 S.E. 314, 90 Va. 849, 1893 Va. LEXIS 63 (Va. 1893).

Opinion

BiohaRdsoN, J.,

delivered the opinion of the court.

The object of this suit was to annul and set aside as invalid a certain paper writing executed on the 17th day of June, 1890, and purporting to be the last will and testament of the said Biehard T. Chappell, which paper had been admitted to probate, ex parte, by the county court of Bedford county at the July term thereof, 1890.

The circuit court of Bedford made an order in the cause, directing: an issue devisavit vel non to be tried at its bar. in [852]*852which the defendants, Edward Trent and-jEliza Trent, should be plaintiffs, and the plaintiffs in the cause should be defendants. The cause came on and the issue was tried at a special term of the circuit court of Bedford county, continued and held for said-county, on the 1st day of September, 1890, when the jury found the following verdict: “We, the jury, find that the paper writing in the bill and proceedings mentioned, dated the 17th day of June, 1890, purporting to have been signed by Bichard T. Chappell, by T. W. Nelson, and attested by Charles H. Terrell and Joseph M. Crank, which was admitted to probate ex parte in the county court of Bedford county on the 28th day of July, 1890, as the will of Richard. T.^Chap-pell, deceased, and every part thereof is the will of Richard T. Chappell, deceased.”

Whereupon the defendants in the issue moved the court to set aside the verdict of the jury and grant them a new trial upon the ground that the verdict of the jury was against the law and the evidence; but the court overruled the motion and refused to grant a new trial; to which ruling of the court the defendants, by counsel, excepted; and the court certified the evidence adduced at the trial.

On the trial of said issue, aud after all the evidence had been introduced, the defendants in the issue moved the court to give to the jury two instructions, designated as instructions C and D, respectively, as follows:

Instruction Q.
“That ‘undue influence’ is any means employed upon and with the testator by which, under the circumstances and conditions by which the testator was surrounded; he could not well resist, and which controlled his volition and iuduced him to do what otherwise would not have been done.”
[853]*853 Instruction D.
When an old man eighty-five years old, of greatly impaired health and enfeebled mind, away from his next of kin and in the custody of persons of no kin, is induced to make a will giving to such persons his entire estate, the law requires that such persons must clearly prove that the said will was the free and voluntary act of the testator and an intelligent expression of his wishes respecting the disposition of his property.”

But to the giving ot these instructions the plaiutiffs in the issue objected, and, by counsel, in lieu thereof, asked for two other instructions, marked, respectively, 6 and 7,'which objection the court sustained and gave said instructions 6 and 7, as follows:

Instruction 6.
“The question as to what is undue influence such as to overcome the will or control the judgment ot the testator, largely depends upon the circumstances of each case, chief of which are the dispositions contained in the will, the situation of the testator, and his mental and physical co'udition at the time the will was made.
“Influence to vitiate an act must amount to force and coercion, obstructing free agency; it must not be the influence of affection and attachment; it must not be the mere desire of gratifying the wishes of another that might be a very strong ground in support of the testamentary act.
“Further : there must be proof that the act was obtained by this coercion, by importunity that could not .be resisted; that it was done merely for the sake of peace, so that the motive was tantamount to force or fear.
“ On the other hand, where the provisions of the will accord with the affectious and previous declarations of the testator, and are such as might have, been justly expected, these are [854]*854facts tending to prove both testamentary capacity and freedom of action.”
Instruction 7.
“When a testator of great age and impaired health by his will gives his property to persons who are immediately about • him, to the exclusion of his kindred, it is the duty of the jury to look closely into the question whether such disposition was free and intelligent, to consider what previous declaration ot his purpose (if any) he may have made, his relations and feelings towards his kindred and towards the beneficiaries under the alleged will, and to inquire whether, under all the circumstances of the case, the disposition made is such as might naturally have been expected, and such as the common sense of men would naturally expect.
“If, in such case, relations are disinherited who would naturally have been expected to be the objects of the testator’s bounty, in favor of persons in whose favor, under the circumstances, such a disposition would not have been anticipated, they should very clearly show that the will was the free and voluntary act of the testator.”

And thereupon the defendants in the issue offered in lieu of said instruction No. 6, given by the court, the following instruction, marked E :

Instruction E.
The court instructs the jury that to make a good will a man must be a free agent, but all influences are not unlawful; appeals to the affections or ties of kindred, to gratitude for past services or pity for future destitution, or the like, are all legitimate, and may be fairly urged on a testator. On the other hand, pressure of whatever character, if so exerted as to overpower the volition without convincing the judgment, is a spe[855]*855cies of restraint under which no valid will can be made. Importunity which the testator has not the will or strength to resist, and to wriiich he yields for peace and quiet if carried to a degree in which the testator’s judgment, discretion, or wish will constitute undue iufluence, though no force is used or threatened. In other words, his will must be the offspring of his own volition, and not the record of the wishes and desires of some one else, and in considering whether the testator’s free volition had been overborne or controlled, the jury must consider his age, his physical and mental condition, and all the circumstances surrounding the testator.”

But the court overruled the motion and refused to give said instruction E in lieu of said instruction 6, given at the instance of the plaintiffs in the issue; to which action of the court refusing instructions C, D, and E, and giving said instructions 6 and 7, the defendants in the issue, by their counsel, excepted; and the said rulings of the court with respect to said instructions constitute the subject of the defendants’ bill of exceptions No. 1.

And further, upon the trial of the issue, and after all the evidence had' been introduced, the defendants in the issue moved the court to give the following instruction, designated

Instruction No. 1.

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Bluebook (online)
19 S.E. 314, 90 Va. 849, 1893 Va. LEXIS 63, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chappell-v-trent-va-1893.