Crowninshield v. Crowninshield

68 Mass. 524
CourtMassachusetts Supreme Judicial Court
DecidedNovember 15, 1854
StatusPublished
Cited by2 cases

This text of 68 Mass. 524 (Crowninshield v. Crowninshield) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Crowninshield v. Crowninshield, 68 Mass. 524 (Mass. 1854).

Opinion

Thomas, J.

This case is before us on the report of the presiding judge. At the time of the execution of the instrument offered for probate, the testator was under guardianship, as an insane person. The presiding judge ruled that, under this state of facts, the burden of proof was upon the party seeking probate of the will, to show that, at the time of its execution, the testator was of sound mind. The verdict was that the testator was of unsound mind. If the ruling of the presiding judge was erroneous, the verdict is to be set aside; if right, judgment is to be entered on the verdict.

When one dies owning real or personal estate, the law fixes its descent and distribution. Under certain conditions, however, it gives to such owner the power to make a disposition of his property, to take effect after his death. This is done by a last will and testament. To make such will, certain capacities are requisite in the maker, and certain formalities for its due execution.

The capacities of the maker are prescribed by the Rev, Sts. c. 62, §§ 1, 5. Every person of full age and of sound mind, being seized in his own right of any lands, &c. may devise and dispose of the same by his last will and testament in writing.” 11 Every person of full age and of sound mind may, by his last will and testament in writing, bequeath and dispose of all his personal estate, remaining at his decease, and, all his right thereto and interest therein.”

The formalities are prescribed by the sixth section of the same chapter. “ No will, excepting nuncupative wills, shall be effectual to pass any estate, whether real or personal, nor to charge, or in any way affect the same, unless it be in writing, and signed by the testator, or by some person in his presence and by bis express [527]*527direction, and attested and subscribed, in the presence of the tes* tator, by three or more competent witnesses.”

When, therefore, a will is offered for probate, to establish it, to entitle, it to such probate, it must be shown that the supposed testator had the requisite legal capacities to make the will, to wit, that he was of full age and of sound mind, and that in the making of it the requisite formalities have been observed. The heirs at law rest securely upon the statutes of descents and dis tribution, until some legal act has been done by which their rights under the statutes have been lost or impaired.

Upon whom, then, is the affirmative ? The party offering the will for probate says, in effect, This instrument was executed with the requisite formalities by one of full age and of sound mind; and he must prove it; and this is to be done, not by showing merely that the instrument was in writing, that it bears the signature of the deceased, and that it was attested in his presence by three witnesses; but also that it was signed by one capable of being a testator, one to whom the law had given the power of malting disposition of his property by will.

This is the doctrine of the earliest case upon the subject in our reports. Phelps v. Hartwell, 1 Mass. 71. It was there argued by the appellees that the burden of proof was with the appellants, opposing the will; and that it was incumbent on them to show that the testator was not of sound mind at the time of the making of the will. “ But the whole court held that the rule was the same in this case as in all others. The burden of proof is always with those who take the affirmative in pleading. Here the appellees have the affirmative, and must therefore produce reasonable and satisfactory evidence to the jury that the testator was sane at the time of making the will.” In Blaney v. Sargeant, in the same volume, it was held that the party wishing to establish the will, having the affirmative, was entitled to the opening and close. 1 Mass. 335. And such has been the uniform practice of this court.

These cases but recognize and confirm a familiar and well settled rule of pleading, as of logic, that he who affirms the existence of a given state of facts must prove it. There may be [528]*528different modes and instrumentalities of proof; but the burden is on him who affirms, and not on him who denies.

The doctrine of the case of Brooks v. Barrett, 7 Pick. 94, is doubtless, to some extent, in conflict with that of the earlier cases; and so it is, also, with that of the later; and as much of the confusion existing upon this subject may have arisen from that case, it may be well to examine it with some care.

In that case, as in Phelps v. Hartwell and Blaney v. Sargeant, it was held that the opening and close were with the executor, as the affirmative was with him. It was also said that “ by our statute of wills, all such instruments must be offered for proof in the probate office, and the subscribing witnesses are to be there produced; and these witnesses are to testify, not only as to the execution of the will, but as to the state of mind of the testator at the time. Without such proof, no will can be set up And this agrees with the English law on the same subject.” Thus far the case is in harmony with the earlier ones. The affirmative is upon the executor, and he is to produce the statute evidence to show not only the execution of the instrument, but “ the state of the mind of the testator at the time,” that is, of course, that it was in a sound state, capable of making a will; and, without such proof, no will can be set up. “ Upon an appeal from the decree of the judge of probate, allowing or rejecting the will, it is to be proved in the appellate court, in the same manner as if first offered there for probate.” The issue of sanity, however, in this court, is to the jury, and not to the presiding judge. Rev. Sts. c. 62, § 16. The party, then, offering the will in this court for probate, is to produce the attesting witnesses to show the soundness of the testator’s mind at the time of the execution of the will. Thus far all is plain.

But the court proceeded to say : “ Being proved, however, by the subscribing witnesses, both as to its execution and the sanity of the testator, the will is to be set up and allowed, unless the party objecting disproves the facts thus established. So that the burden of proof shifts from the executor to the heir or other person opposing the allowance of the will; but in this, as in all cases where there is an affirmative point to be made out [529]*529by one party, he is to open and close to the jury. If his own evidence, that of the subscribing witnesses, is deficient, he is to make out the affirmative from the whole case. If he makes out his case by the statute evidence, he has only to defend against the proof of insanity produced by the other party. And having produced the statute evidence, if the case is made doubtful by the evidence from the other side, the presumption of law in favor of sanity must have its effect in the final decision.” And the court added: “ The will having been sufficiently proved by the statute evidence, it was also rightly decided that the burden of proof in regard to insanity was upon the other party.”

We can perceive here no shifting of the burden of proof; the issue throughout is but one: Was the testator of sound mind ? And the affirmative of this was upon the party offering the will for probate. Again; that issue is an issue of fact, and is to the jury.

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Bluebook (online)
68 Mass. 524, Counsel Stack Legal Research, https://law.counselstack.com/opinion/crowninshield-v-crowninshield-mass-1854.