Forehand v. Sawyer

136 S.E. 683, 147 Va. 105, 1927 Va. LEXIS 289
CourtSupreme Court of Virginia
DecidedJanuary 20, 1927
StatusPublished
Cited by23 cases

This text of 136 S.E. 683 (Forehand v. Sawyer) 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
Forehand v. Sawyer, 136 S.E. 683, 147 Va. 105, 1927 Va. LEXIS 289 (Va. 1927).

Opinion

Burks, J.,

delivered the opinion of the court.

Wiley Sawyer was sixty-one years • old, his wife seventy-six. He owned a small tract of thirty-three acres of land in Norfolk county, upon which there was a [107]*107dwelling house assessed for taxes at $1,000. He also owned a pair of mules, some farming implements, household and kitchen furniture and had $300 in bank. He had been married to his wife thirty-four years, but they had no children. His nearest relative was a half brother, in business for himself, and in no way dependent upon Wiley. His wife was a faithful, frugal wife and carefully managed her household affairs. A few years after their marriage he purchased this small tract of land upon which they resided and which he managed and cultivated till the time of his death on December 26, 1924. Some three or four years before his death he became acquainted with the plaintiff in error, Pattie V. Forehand. She and her husband were frequent visitors at his house, and he often visited her at her home. For some reason, not disclosed by the record, he seems to have become infatuated with her, and was greatly solicitous about her at a time when she had a spell of sickness, and employed and paid his own doctor to attend her. On June 12, 1924, he executed a will by which he devised his whole estate, except a pair of mules, to the said Pattie Y. Forehand, subject to an annuity of $200 per year in favor of his wife, which was charged upon the land. The will further provided, “and likewise said Pattie Y. Forehand shall pay any necessary doctor’s bills of my said wife and reasonable burial expenses of my said wife.” This will was admitted to probate ex parte by the clerk of the Circuit Court of Norfolk county, and from that order an appeal was taken to said circuit court by the widow and half brother. On the appeal, the will was assailed on the ground of undue influence and the lack of mental capacity. There was a trial before the court and a jury, and a verdict and judgment against the validity of the will, and to that judgment a writ of error was awarded by one of the judges ofjthis court.

[108]*108In 1921 the testator fell from a run-away wagon, lighting on his head and shoulder, which caused unconsciousness for about half an hour and injured his shoulder temporarily.

The testator made a number of wills. In 1898 he made a will by which he gave his whole estate, real and personal, to his wife. In the spring of 1924 he executed a will by which he gave “all of his real estate to his widow, Mrs. Ida Sawyer, as long as she lived, and after that time to the Baptist Orphan Asylum at Salem, Virginia.” About two weeks thereafter he came to the scrivener and stated that the former will did not suit him, and requested him to prepare another will, which was done. In this draft he had the name of the beneficiary left blank. He declined to tell the scrivener the name of the beneficiary. “He said he would have that put in later.” On April 19, 1924, he gave directions to an acquaintance to prepare another will. This was done and on the following day he returned and the will was read over to him two or three times, and explained to him, and he approved it and executed it in the presence of two witnesses. He gave the directions for the preparation of this will. The second, third, fourth and fifth clauses of this will were as follows:

“Second: I loan to my beloved wife, Ida W. Sawyer, for her support and maintenance during her natural life, all of my estate, both real and personal, after the payment of my debts as aforesaid.
“Third: After the death of my wife, Ida W. Sawyer, I give my estate, both real and personal, to my friend, Pattie V. Forehand, to be free and clear of incumbrances and without being molested by anyone whomsoever.
“Fourth: My beneficiary, Prattie V. Forehand, and executor hereinafter named are to pay out of the estate any debts, doctor’s bills and burial expenses of my wife above mentioned.
[109]*109“Fifth.: I nominate and appoint nay friend, Pattie V. Forehand, to be my sole executor of this my last will and testament.”

This will appears to have been delivered by the testator to Mrs. Forehand, who took it to her lawyer, Mr. Jas. G. Martin, for inspection and advice, and he suggested a change which resulted in the execution of the will in controversy, dated June 12, 1924, which is copied in the margin.1

Mr. Jas. G. Martin, the draftsman of the will, stands high at the bar, and in point of integrity of character no man stands higher. He only knew the testator in connection with the drawing of the will of June 12, 1924. A week or ten days before the will was drawn, Mrs. Forehand, for whom he had previously attended to some business, came to his office and showed him the will of April 19, 1924, and asked his opinion about it. He testified that “Mrs. Fore[110]*110hand, asked my opinion as to this will in which she was the main beneficiary. I told her I thought there was a very unsatisfactory clause in the fourth paragraph which read as follows: ‘My beneficiary, Pattie V. Forehand, and executor hereinafter named are to pay out of the estate any debts, doctor’s bills and burial expenses of my wife above mentioned.’ I told' her that ‘any debts’ would allow the widow to make any debts she wished, no matter how large or unreasonable, and I didn’t think that was a very good clause. She told me — she took this will away with her then and told me she was going, to speak to Mr. Sawyer about it. In — on the 10th day of June — she also said she knew Mr. Sawyer was willing to arrange that clause. On the 10th day of June Mr. Sawyer came to my office in company with Mrs. Forehand. It was then stated that instead of changing the clause I had referred to by putting some limit on the debts, that he wished to make a will to the effect of the will I drew in which he was to give a definite amount of money to his wife every year and a pair of mules. I explained to Mr. Sawyer that his widow, his wife, would have a right to renounce the will if she saw fit; that the law gave her a right to say she would not take under the will, but to take what the law allowed her which is commonly known as the ‘widow’s third.’ He desired me to draw the will in this way. He could not write his own signature but had to sign by a mark. I asked him if he knew anybody around the law building, where my office is in Norfolk, to identify him as to his mark since his handwriting could not identify him, and he didn’t know anybody handy. He said he knew plenty of people in Norfolk county, including Mr. Hugh Johnston and the sheriff over here. I told him I thought they would be excellent [111]*111witnesses, that I had to try a ease over here two days later, on the 12th of the month, and if he would come back to my office early on the 12th I would then have the will ready for him and go over it with him, and if he approved it, after I had drawn it in type, we would come over here before court opened and have witnesses over here be witnesses to the will. On the 12th of June, at something like nine o’clock in the morning, he and Mrs. Forehand came back to my office, at which time I had this will all prepared. I read it over to Mr. Sawyer and he approved it in all respects. I told him they could go on over here to the county and I would follow them very shortly, as soon as I got through with something I had in the office, perhaps getting ready for the trial of the case I had that day, and I came over to the county.

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136 S.E. 683, 147 Va. 105, 1927 Va. LEXIS 289, Counsel Stack Legal Research, https://law.counselstack.com/opinion/forehand-v-sawyer-va-1927.