Henry v. Hall

106 Ala. 84
CourtSupreme Court of Alabama
DecidedNovember 15, 1894
StatusPublished
Cited by32 cases

This text of 106 Ala. 84 (Henry v. Hall) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Henry v. Hall, 106 Ala. 84 (Ala. 1894).

Opinion

COLEMAN, J.

— The appeal comes up from a contest of the probate of the will of Lucinda R. Jenkins. The grounds of contest were, fraud, undue influence, and mental incapacity. Decedent left no issue. The contestants were the brothers and sisters of testatrix, and the beneficiaries under the will were Dora Hall, wife of proponent, Geo. W. Hall, and James O. B. Jenkins, a youth about ten years of age,' neither of whom were of blood kin to testatrix. The evidence shows, that testatrix raised Dora Hall from infancy, and that until her marriage and afterwards, until death of testatrix, they had lived together. The evidence shows that when. James O. B. Jenkins, the other devisee, was about eight days old his mother died and a day or two before her death, she gave her infant to testatrix, who took him, and kept him until he was six or seven years old, and then sent the boy to his father, Green B. Jenkins. It is in evidence that she spoke of both as her children, and they always called her “Ma” or “Mama.”

There is not a particle of evidence tending to show that testatrix, either before or after the execution of the will was wanting in a testamentary capacity, except the evidence that she was quite sick at the time of its execution, and a declaration, testified to by the wife of one of the contestants, that after her recovery and while on a visit to see them, sire stated that “she could not remember what happened during her illness,” and that it all “seemed like a dream.” Otherwise, the evidence shows that she was a woman of good mind and of self-reliant character.

There is no evidence that either of the beneficiaries under the will in person, at any time by word or act, [95]*95■did or attempted to exercise any influence over her as to the disposition of her property. In fact, we cannot well see how a mere boy, not exceeding ten years of age, who was not present, could control or influence the disposition of her property. The contest as to undue influence is rested upon the grounds ; first, declarations of testatrix testified to by contestants, that she was not satisfied with the way Geo. W. Hall, husband of Dora Hall, managed her property, and that she did not want the Jenkins to have any of her property; second, the character of the disposition of her property, in that she gave it all to Dora Hall and James O. B. Jenkins and none to her heirs-at-law, and declarations to the effect, that the law was a good enough will for her ; third, the confidential relations of Geo. W. Hall, and the active part of Hall, whose wife was a beneficiary, and that of Green B. Jenkins, father of the other legatee, in procuring the execution of the will. If the will was procured by undue influence, whether exercised directly by the beneficiaries, or others for them, the result would be the same.

That testatrix signed an instrument properly attested which purports to be her last will and testament is not an open question.

There is evidence by disinterested witnesses of repeated declarations on her part, to the effect, that she intended “Dora and Jimmie” to have her property. There is evidence also by her attending physician and other disinterested witnesses that her mental condition was good at the time the instrument was executed, and none to the contrary except the fact of her illness and declarations alleged to have been made after her recovery. The evidence tends to show that Geo. W. Hall, the husband of Dora, with whom testatrix resided, attended to and managed her business for her. It also shows that he and Green B. Jenkins employed an attorney to write the will, and dictated its provisions to the attorney, and enjoined secrecy upon him as to its contents and execution. Although there was no devise or bequest to ■ Geo. W. Hall, being the husband of Dora Hall, we are of opinion the facts of the case bring the devises or bequests to Dora Hall under the influence of the principle declared in Bancroft v. Otis, 91 Ala. 279; and “raise up a presumption of undue influence and cast the burden upon her of [96]*96showing that it was not induced by coercion or fraud on her part, directly or indirectly.”

We are of opinion that the facts do not raise the same presumption as to James O. B. Jenkins. His father, Green B. Jenkins, it is true, was present when the will was signed, and there is evidence tending to show that he participated with Geo. W. Hall in all matters relating to its preparation and execution. There is an utter absence of evidence tending to show that testatrix was dependent on him, or that he had any influence with or over her, or that-he ever advised or consulted with her in business matters, or held or occupied a confidential relation or one of influence towards her in any respect. The presumption of undue influence does not arise from the mere fact of taking an active part in procuring the execution of a will. A presumption of fraud or deceit may arise, when the writer of the will, takes a legacy under it, but not of' undue influence. Such conduct or participation to create a presumption of undue influence must be coupled with a benefit under the will and evidence of .confidential relations, or dependency, or some position pr fact-which tends to show that the party was able to exercise an undue.influence, if he desired to do so. There is no-evidence in this record which tends to place Green B. Jenkins in this relation towards the testatrix. She had. brothers and sisters living in the same village with her and near by. Green B. Jenkins lived in a different' State, and was by no means a frequent visitor. His-testimony is, that he was requested by testatrix to have her will written, that she gave him instructions as to how it should be prepared, and requested him to ask the attorney who wrote it, to make no mention of the matter to any one, giving her reasons at the time, and that he simply followed her instructions in all respects. It is proven beyond all question, that the will was read over to her, and that she expressed her entire satisfaction with its provisions— Lyons v. Campbell, 88 Ala. 469; Carrett v. Heflin, 98 Ala. 615, 618 ; Daniel v. Hill, 52 Ala. 430. So far as James O. B. Jenkins is concerned, the-evidence, without conflict and without any contrary legal presumptions, shows that the influence exercised in his interest was purely from affection for him, and the court would not have erred in so instructing . the jury, upon written request. Geo. W. Hall offered evi[97]*97dence tending to overcome the presumption of undue influence which rested on him. Where the evidence shows, that the will, in part, was the effect or result of undue influence, and in part, the act of the testator’s own free will, the will is not wholly void. The latter must stand, although annulled as to the former. — Eastis v. Montgomery, 93 Ala. 299; Lyons v. Campbell, 88 Ala. 462 ; Florey v. Florey, 24 Ala. 248.

With these principles settled we will proceed to consider the instructions for the jury, given and refused by the court upon which appellants have assigned errors, and which ai’e discussed in the written arguments and briefs of counsel. Errors assigned in civil cases which counsel do not consider of sufficient importance to receive consideration by them, and there are many of this description in this case, will be regarded by us also as unimportant.

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Bluebook (online)
106 Ala. 84, Counsel Stack Legal Research, https://law.counselstack.com/opinion/henry-v-hall-ala-1894.