Davis v. Rogers

1 Del. 44
CourtSuperior Court of Delaware
DecidedJuly 1, 1855
StatusPublished

This text of 1 Del. 44 (Davis v. Rogers) is published on Counsel Stack Legal Research, covering Superior Court of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Davis v. Rogers, 1 Del. 44 (Del. Ct. App. 1855).

Opinion

By the Court,

Harrington, Chief Justice:

The propounders of the will are to prove the factum ; and then the reviewers having the burden of attacking it, would have the opening and conclusion. Such has been the uniform practice. But proof of the factum is not necessarily confined to the subscribing witnesses of the instrument, or a will could not be proved at all, if they should ignore their signatures, or impeach the validity of it. Any other witness, however, called for such purpose, must be confined in his evidence to the execution of it merely. To go beyond this in the present instance, at this stage of the case, when the will is prima facie proved, is unnecessary, and would be but to anticipate and meet objections yet to be made to it.

Mr. D. M. Bates, objected to the admissibility of Mr. Rogers as a competent witness for any purpose, on the ground of interest in the event of the suit:

First, because he holds at present a pecuniary office of profit and emolument under the will, which he will retain o'r lose by the result of this case; namely, the office of executor. [59]*59This was the distinction between the office of executor in this country and in England. In England it is not an office of emolument. In that country unless the executor takes a beneficial interest under the will, as a legacy for instance, without which he there takes or derives no ben-. efit from it, he is competent. But in that country, if he takes a beneficial interest under the will, he is not a competent witness in favor of the will, unless it bq in case of a question, or contest between heir and devisee, which relates to the realty; and in which case, he admitted, he was a competent witness for the will, because, the legacy being payable out of the personal estate, he has, as executor and legatee, no interest or concern in regard to the real estate. Besides, under their practice the executor receives no commissions for administering the estate, and unless he takes a legacy under the will, he takes no pecuniary or beneficial interest under it. ° But in this country the practice is different. Here he always receives commissions, and it had been decided that he was not for this reason competent. 16 Barb. R. 198; Burret v. Sillman; Anderson et al. v. Nepp, 11 Serg. & Rawle, 208; Gephart v. Gephart, 15 Serg. & Rawle, 235; Tucker v. Tucker, 5 Iredell, 161; Taylor v. Taylor, 1 Richardson’s R. 531. In ,all these cases the executor was excluded as a witness for the will, on the ground that he was entitled to commissions, and held an office of profit and emolument under the will.

Secondly, on the ground that he takes a direct interest under the will in the estate, by reason of the compensation provided for him in the will as the trustee. A trustee by law is entitled to no compensation, unless by specific directions in the will. Willis on Trustees, m. p. 139, 10 Law Libr.; Green v. Winter, 1 Johns C. R. 27; State v. Platt, 4 Harr. 165. It matters not what you call the gift or bequest in this case, whether you call it a legacy, commissions, or anything else, it is the same, and creates and confers -a beneficial interest under the will. In the case of a simple or naked trustee without compensation, who merely holds for the use and benefit of another, and sub[60]*60ject to Ms order and disposition of the estate, he is competent ; but a special trustee is not, because the first has no interest in the estate, whilst the latter has an interest in it. Will. on Trustees, 228; Allison v. Allison, 1 Hawks’ R.

And thirdly, on the ground that the executor is a party to this cause, and, though not absolutely liable, may become. liable for costs; and is therefore incompetent as a witness in the case. Dean v. Russell, 1 Eccl. R. 411; Jackson v. Whitehead, Idem, 478.

If an executor can in any event be liable for costs (and we do not know what decision may be made on the questian of costs in this ease by the register), he has, it seems to us, such an interest in the result as will exclude him as a witness. He may become liable, and be held personally responsible for a violation of his duty as such—for a. devastavit ; and he may be held liable even for attempting to prove a will that wás not the will of the testator.

Mr. Dallas: It has been well said that this is not a proceeding inter partes, but a proceeding in rem. There are properly no parties—no plaintiff, no defendant—in the case. It is simply a question whether the instrument before us is or is not the last will and testament of Samuel B. Davis. How, we are in danger of being misled by losing sight of a fundamental principle. The interest which will exclude the witness is not a matter of feeling, or an interest which, as a friend or a man of honor, he may feel in the result. Were the witness proposed a brother of the deceased^ or of the widow of the deceased, with every feeling embarked in the issue of the ease, it would not disqualify him. An advocate in a cause is not for this reason disqualified. A consignee of goods, though deriving profit from the consignment, may be a witness in regard to it. I admit that a direct and positive interest will disqualify a witness; but it must be a certain, fixed, and definite interest in the result of the cause, and not a contingent, prospective, or possible interest merely. 2 Stark Ev. 745; 4 Harr. R. 206. But the intérest of the [61]*61witness here offered is contingent, and depends upon others; and in such a case it goes only to the credit, and not to the competency. Again, it is not a compensatory interest which disqualifies an executor or testamentary trustee, but an interest in the dispository part of the will, as a legacy, for instance. 2 Stark Ev. 1275; 1 Wm. Black’s Rep. 365; 12 East, 250; 12 Mass. Rep. 360.

A compensatory or remunerative interest, for services performed, is not what is termed a beneficial interest under the will. The decision in the case of Snyder v. Bulls, 17 Penna. Rep. 54, pronounced by Chief Justice Gibson, a man of lofty genius and rare judicial ability, fully sustains this principle. The law of this State, as well as of Pennsylvania, regards the laborer as worthy of his hire, and his compensation as such is not such a beneficial interest as will exclude an executor from testifying. "Unlike the legatee, he is not the testator’s beneficiary, but is presumed to receive nothing which he has not earned by his services. Whatever interest, therefore, he may have in such a case, goes only to his credit, and not to his competency.

There is and can be no liability for costs in this case on the part of the executor. It was so ruled in the case of Ross v. Hearn, 4 Harr. 101; 8 Conn. Rep. 254; 1 Gratt. Rep. 18. The executor, though a party defendant, and though" entitled to commissions, is competent as a witness. So held in the ease of John Randolph’s will. Mod. Prob. of Wills, 469, 474. The case cited from 16 Barb., on the other side, does not support their position; for in that case the executor was directly interested.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Crispell v. Dubois
4 Barb. 393 (New York Supreme Court, 1848)
Sears v. Dillingham
12 Mass. 357 (Massachusetts Supreme Judicial Court, 1815)
Schwartsman v. Wilmington Stores Co.
123 A. 343 (Superior Court of Delaware, 1924)
Plotkin v. Plotkin
125 A. 455 (Superior Court of Delaware, 1924)
McLaughlin v. Bahre
166 A. 800 (Superior Court of Delaware, 1933)
Comstock v. Hadlyme Ecclesiastical Society
8 Conn. 254 (Supreme Court of Connecticut, 1830)
Anderson v. Neff
11 Serg. & Rawle 208 (Supreme Court of Pennsylvania, 1824)
Gebhart v. Shindle
15 Serg. & Rawle 235 (Supreme Court of Pennsylvania, 1824)

Cite This Page — Counsel Stack

Bluebook (online)
1 Del. 44, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-rogers-delsuperct-1855.