Davis v. Davis

170 P. 208, 64 Colo. 62, 1917 Colo. LEXIS 391
CourtSupreme Court of Colorado
DecidedNovember 5, 1917
DocketNo. 8578
StatusPublished
Cited by19 cases

This text of 170 P. 208 (Davis v. Davis) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Davis v. Davis, 170 P. 208, 64 Colo. 62, 1917 Colo. LEXIS 391 (Colo. 1917).

Opinion

Mr. Justice Scott

delivered the opinion of the court.

[63]*63On the 23rd day of July, 1914, an instrument purporting to be the last will and testament of W. A. Davis was presented to the County Court of Weld County for probate. On the 15th day of August, 1914, a caveat was filed by John A. Davis, son and heir of W. A. Davis, objecting to its probate.

The case was tried in the County Court before a jury, and verdict and judgment rendéred denying probate of the will. Appeal was taken from this judgment to the District Court of Weld County and the case was again tried before a jury, where verdict and judgment was rendered denying the probate of the will, and from which judgment the case is before us on writ of error for review. The will is as follows:

“I give to my boy, John Davis, of Fort Lupton, Colorado, ten dollars.
I give to my son, Moses, 125 shares of the capital stock of The lone Investment Company.
I give to my daughter, Anna, 60 shares of the capital stock of the lone Investment Company.
I give to my daughter, Nellie E., 55 shares of the capital stock of The lone Investment Company.
I hereby appoint my son, Moses, executor of this, my last will and testament, and request that he he allowed to serve without bond.”

The will was attested by Edith Thomas, Edwin W. Knowles and John T. Jacobs.

There were two grounds of protest, undue influence and mental incapacity, which latter included the specific allegation of an insane delusion on the part of the maker of the will, at the time of the execution thereof, to the effect that John A. Davis was not his son. It was charged in substance that the testator had for some years indulged in the excessive use of drugs and alcoholic liquors to the extent that his mind and body were diseased, so that he had lapses of memory, fits of unconsciousness and insane delusions ; and for such reason he was unable to clearly discern and comprehend the objects of his bounty, on the date of [64]*64the making of the will. That his mind was so impaired at the time, and that he acted under an insane delusion that John A. Davis was not his son, and for such reason disinherited the latter. That testator executed the will under the undue influence of his children, Moses, Anna and Nellie. That these children induced and persuaded the testator to cut off the proponent from a share in the estate, and deceived and induced the testator to join with them in the organization of the corporation styled The lone Investment Company, and, by such undue influence and deceit, caused the testator to convey his entire estate to the said company, and to give a large number of the shares in such corporation to the said three .children, and to, by said purported will, bequeath all the remaining authorized shares in said corporation to the said three children.

The estate conveyed by the devisor to the corporation is estimated to have been of the value of $400,000. The organization of said corporation is alleged to be as of the same date of the will. The testator was approximately seventy years of age at the date of the will. He was married to the mother of his children in 1865, the couple living together until the date of her death, about forty-five years later. John was the eldest of the children, remained unmarried and lived at home until he was about thirty-five years of age. The decedent settled in Weld County when John was eighteen years old, purchased a farm, and by farming and stock raising accumulated his large fortune.

The three remaining children, Moses, Anna and Nellie, continued to live with the decedent, or at least on the farm, until the time of his death. There is no evidence of any family dissention until after the death of the mother.

John, the contestant, ceased to live at home when about thirty-five years of age, and the reason for this was his failing health, being afflicted with asthma and stomach trouble, as was his father. He visited at the home regularly, at least until after the death of his mother. While living at the home it appears that he devoted his time to his [65]*65father’s interests, in the development and accumulation of the family inheritance.

The principal contention of plaintiffs in error is that the evidence is insufficient to sustain the verdict. The additional contention to be considered is as to alleged errors of law in instructions given and refused.

The testimony of Judge Jacobs, who drew and attested the will, forms the basis largely upon which the contestor relies. It will be observed that the will proper is contained in exactly ten lines, yet the discussion, consideration and draft occupied the entire office day, from nine o’clock in the morning until four o’clock in the afternoon.

Jacobs testified that he had been the friend and attorney of the testator for many years; that at the date of the will Davis was broken in health, and distressed in mind; that he had been in ill health for many years, suffering from asthma and stomach trouble; that his wife died about two years prior to the making,of the will, and that while he had been a drinking man for some years, his wife’s death was a great shock to him, and from that time on he drank heavily, which seemed to greatly affect him in body and mind. That at the time of the making of the will he was a broken down old man, was very frail, and had fainting spells. His physical and mental condition grew worse after the death of his wife. That on the day of the making of the will he broke down and cried many times. On that day Davis came to Jacobs’ office about nine o’clock in the morning, and did not leave until about four o’clock in the afternoon.

Prior to the making of the will Jacobs had prepared articles of incorporation, at the behest of Davis and the three proponent children. These articles were filed on the 12th day of the month, and the organization completed on the 15th, the day the will was executed. Davis had conveyed all his property to this corporation. The authorized capital stock was four hundred shares, of a par value of $100 per share. So that the bequests were confined to shares of stock in this corporation. The testator and his [66]*66three children, Moses, Anna and Nellie, were the only persons interested in the corporation.

On the day of the execution of the will the following shares were issued: To Moses Davis, 80 shares; to Anna Davis, 40 shares, and to Nellie Davis, 40 shares. It does not appear from the record that the remaining 240 shares were ever issued to the testator, although he attempts to bequeath them by the will to the three children.

The circumstances surrounding the making of the will are detailed by Jacobs in.brief and in substance as follows:

That he asked Davis how he wanted the will drawn, and he replied, “Mose wants to control the estate, and we will give him shares enough in the corporation.” Two hundred and forty shares then remained for disposition. He said, “We will give Mose control, and divide the rest between Anna and Nellie, giving Anna a shade the best of it, and give John five dollars.” Afterward saying he would give John ten dollars.

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Bluebook (online)
170 P. 208, 64 Colo. 62, 1917 Colo. LEXIS 391, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-davis-colo-1917.