Hayes v. West

37 Ind. 21
CourtIndiana Supreme Court
DecidedNovember 15, 1871
StatusPublished
Cited by26 cases

This text of 37 Ind. 21 (Hayes v. West) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hayes v. West, 37 Ind. 21 (Ind. 1871).

Opinion

Worden, C. J.

This was an action by the appellees against the appellants, to contest the .validity of the supposed last will and testament of Walter Hayes, deceased.

The will in question bears date March 9th, 1866, and purports to have been duly signed by the testator,, and to have been attested by Henry Brachman, John P. Massard, and Carter Gazlfey. Before the commencement of this action, the will had been duly proved, and the executors named therein had táken upon themselves the duties of the trust. The objections to the will are stated in the following terms, viz.: “And .the plaintiffs further aver and charge that said alleged will is not the valid last will and testament of said Walter Hayes, for the reason that the same was unduly executed, and for the reason that if said Walter Hayes made said will, he was induced to execute said will by the undue and improper influence used and exercised over him by the said Dewitt C. Fitch, Leah Fitch, James C. Hayes, named as contestees, and by one James C. Martin, who is a son-in-law of [22]*22the said James C. Hayes, and who was acting in the interest of his said father-in-law; and, also, further, for the reason that said Walter Hayes was, at the time of the alleged execution of said pretended will, of unsound mind; therefore,” etc.

Issue, trial by jury, verdict, and judgment for the plaintiffs below, a motion for a new trial being overruled and exception taken.

The jury returned a general verdict for the plaintiffs, and also the answers appended to the following interrogatories.

First. Did Walter Hayes sign the instrument purporting to be his last will, or acknowledge his signature thereto, as his last will and testament, in the presence of John P„ Massard, Henry Brachman, and Carter Gazley, or any two of them?” Answer. “No.”

Second. “ Did John P. Massard, Henry Brachman, and’ Carter Gazley, or any two of them, attest and subscribe the said instrument • purporting to» be the last will of Walter Hayes, at his request?” Answer. “No.”

Third. “Was the said John P. Massard, Henry Brachman, and Carter Gazley, or any two of them, competent witnesses at the time of the alleged execution'of said instrument?” Answer. “Yes.”

Fourth. “ Was said Walter Hayes induced to execute said will by undue and improper influence used and exercised by any person or persons ?” Answer. “ Yes.”

Fifth. “Was Walter Hayes, at the time of the execution of said instrument, purporting to be Ms last will and testament, of sound mind ?” Answer. “ Yes.”

First. “ Did Walter Hayes sign the instramentpurporting to be his last will, the validity of which is being contested in this suit?” Answer. “Yes.”

Second. “ Did Henry Brachman, John P. Massard, and Carter Gazley, or any two of them, who purport to- be witnesses to said will, attest and subscribe the same as- witnesses, in the presence of said Walter Hayes ?” Answer. “No.”

Third. “Were the said Henry Brachman, John. P. Massard, [23]*23and Carter Gazley, or any two of them, competent witnesses to such will?” Answer. “Yes.”

Fourth. “Was the said Walter Hayes induced to execute said will by undue and improper influences used and exercised over him by any person or persons, and if so, by whom?” Answer to first question. “Yes.” Answer to last. “ George W. Pye and D. C. Fitch.”

Fifth. “What legacies or devises was said Walter Hayes induced to make by undue arid improper influence used and exercised over him by such person or persons?” Answer, “None.”

Sixth. “Was the said Walter Hayes, at the time of the execution of such will, of.sound mind?” Answer. “Yes.”

By these several answers to interrogatories it is established :

First. That the signature of the testator to the supposed will is genuine.

Second. That the testator was of sound mind at the time of the supposed execution of the will.

Third. That the witnesses whose names are appended to the will as such were competent.

Fourth. That no legacy or devise was induced by any undue or improper influence.

The general verdict, then, if it. can stand, must rest upon the ground, either that although no particular bequest or devise was induced by undue influence, yet the whole will was procured to be .made by such influence; or that the will was not formally executed, including the attestation, in the manner prescribed by law.

The evidence in the cause is before us, in which we find nothing that seems to us to justify setting as'ide the entire will as having been procured by undue influence. In respect to this point we also think the court below erred in one of the charges given to the jury, and in refusing one of the charges asked by the defendants. Evidence was given of several statements made by the testator to third persons, in which he expressed himself as being entirely satisfied with [24]*24•the laws of descent and distribution, and indicated an intention not to make any will. These statements were not made, of course, at the time of the execution of the will, and were, therefore, no part of the res gestes.

The defendants asked the court to charge as follows:

“The declarations or statements of a testator made at any other time than -at the time when he is engaged in the execution of the instrument claimed to be his will, cannot be considered by the jury in determining the question of the execution of the will, but such declarations or statements were permitted to go to the jury for the purpose of enabling them to determine his mental capacity, and not for the purpose of proving or disproving its execution.”

This charge was refused, but the court gave the following: “The declaration of Walter PIayes,made before or after the execution of the will, will not be considered by you in connection with the execution of the will, for it does not tend to prove or disprove the execution. thereof. These declarations are only evidence tending to prove the propositions of insanity and undue influence in connection with other facts and circumstances bearing upon these propositions.”

It, will be seen that by the charge asked and refused the defendants sought to limit the evidence of the declarations of the testator to the consideration of the question of his mental capacity; while the charge given left the evidence to be considered by the jury in determining “ the propositions of insanity and undue influence.” Herein lies the error. We are of opinion that the mere declarations of a testator, not made contemporaneously with the execution of a will, are not admissible for the purpose of showing that the will was procured by undue influence. There are cases that hold the . other way, but, as we think, both principle and the weight of authority exclude the mere declarations of a testator for such purpose. We quote the following passage from I Redf. Wills, 546:

“And although some of the American cases incline to [25]*25hold that the declarations of the testator are admissible to prove the fact of fraud, or undue influence having been exercised in the procurement of the will, we think the rule of law is clearly against the admission of any such testimony for that purpose.

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Bluebook (online)
37 Ind. 21, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hayes-v-west-ind-1871.