In re the Estate of McLane

21 D.C. 554
CourtDistrict of Columbia Court of Appeals
DecidedJanuary 30, 1893
DocketNo. 32,651
StatusPublished

This text of 21 D.C. 554 (In re the Estate of McLane) is published on Counsel Stack Legal Research, covering District of Columbia Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Estate of McLane, 21 D.C. 554 (D.C. 1893).

Opinion

The Chief Justice

delivered the opinion of the Court:

This is an appeal for the purpose of reviewing the rulings of the Justice who sat in the special term at the trial of the issues sent to it from the Orphans’ Court, upon a, caveat filed in that court by the appellants, to the admission to probate of the last will and testament and a codicil thereto, of the late Allan McLane, who died in the city of Washington in December, 1891, and who was at the time of his death a resident of the District of Columbia. The will bears date, and was executed, March 27, 1888, and the codicil the 27th day of August, 1888 — both papers having therefore been executed more than three years before the death of the testator. The issues so sent for trial in the special term were as follows:

1. Was the paper writing bearing date the 27th day of March, 1888, offered as the last will and testament.of Allan McLane, and the paper writing bearing date the 27th day of August, 1888, offered as a codicil to said last -will and testament, and if either of them, which, procured by the fraud, misrepresentation or artifice of Abby K. McLane or of James L. McLane or of either of them, or of any other person, or persons?

2. Were the paper writings offered as the last will and testament of the said Allan McLane and as the codicil thereto, or was either of them, and if either of them, which, executed under the undue influence, importunities, suggestions or persuasions of the said Abby McLane and James [556]*556L. McLane, or of either of them, or of any other person or persons?

During the tidal certain exceptions were taken by the caveators to the rejection by the court of evidence offered by them; and at the conclusion of the evidence offered by the caveators the caveatees moved the court to direct the jury to render a verdict in favor of the validity of the will.

•Thereupon the court instructed the jury that the caveators had given no evidence that fairly tended to invalidate the will, and directed the jury to return a verdict for the caveatees, which the jury did accordingly. To the giving of this instruction to tire jury by the court and to the rendition of the verdict by the jury in accordance therewith the caveators ¿excepted.

As the matter of the latter exceptions seems to be most relied on by the caveatore as furnishing ground upon which this court should order a new trial, it will be first considered.

The caveators and contestants of the will are Anne Cropper, a daughter and only surviving child of the testator, and John Cropper, her husband, and the caveatees and proponents of the will are Abby K. McLane, widow of the testator, and James L. McLane, a brother of the testator, who are respectively nominated as executrix and executor thereof. The charge is that the will was procured by fraud and undue influence.

Judge Redfield, in his treatise on the Law of Wills (p. 510), says: “Fraud 'and undue influence are so nearly synonymous that it will not be important to enter into the definition of possible distinctions between them, since the result of either must be the same upon -the testamentary act. In regard to express fraud, the cases are variant. As where the testator, near the time of his decease, being pressed to execute a second will, inquired whether it was the same as the former, and was told that it was, and executed it under that impression, it was held that this testimony was admissible to show the will thus executed fraudulent, and thus to set up the former will.”

[557]*557And in note 1 on the same page: “ Many of the cases have labored the distinction between fraud and undue influence. The latter is undoubtedly the more extended term, and includes a great number of cases, and an almost indefinite extent and variety of means to accomplish its purposes, which are not included in the former. So that, while undue influence embraces .fraud, fraud by no means embraces every species of undue influence.”

In Tyson vs. Tyson, 37 Md., 582, the court expresses the rule in this language: “In regard to undue influence, it is equally well settled that in order to invalidate a will on this ground, it must be such as to deprive the testator of his free agency and subordinate his will to that of another, thus making the testamentary act not the will of the testator, but that of the person exercising the dominion or control over him.”

In Conley vs. Nailor, 118 U. S., 135, the court says: “ The undue influence for which a will or deed will be annulled must be such as that the party making it has no free will, but stands in vinculis; if must amount to force or coercion, destroying free agency., That is- undue influence which amounts to constraint, which substituted the will of'anodier for that of the testator. It may be either through threats or fraud; but however exercised, it must, in order to avoid a will, destroy the free agency of the testator at the time» when the instrument is made;” citing a number of authorities.

In Mackall vs. Mackall, 135 U. S., 172, the court says: “ Influence gained by kindness and affection will not be regarded as ‘ undue/ if no imposition or fraud be practiced, even though it induce the testator to make an unequal and unjust disposition of his property in favor of those who have contributed to his comfort and ministered to his wants, if such disposition is voluntarily made. Matter of Gleespin’s Will, 26 N. J. Eq., 523. * * * Confidential relations existing between the testator and beneficiary do not alone furnish any presumption of undue influence. Lee vs. Lee, 71 N. C., 139. Nor does the fact that the testator on his [558]*558deathbed was surrounded by beneficiaries in his will. Bundy vs. McKnight, 48 Indiana, 502. * * * Nor that the testator, an old and helpless man, made his will in favor of a son who had for years cared for him and attended to his business affairs, his other children having forsaken him. Elliott’s Will, 2 J. J. Marsh, 340; S. C. Redf. Am. Cas. on Wills, 434. * * * It would be a great reproach to the law if, in its jealous watchfulness over the freedom of testamentary disposition, it should deprive age and infirmity of the kindly ministrations of affection, or of the power of rewarding those who bestow them.

Undue influence must destroy free agency. It is well settled, that in order to avoid a will on the ground of undue influence, it must appear that the testator’s free agency was destroyed, and .that his will was overborne by excessive importunity, imposition or fraud, so that the will does not, in fact, express his wishes at to the disposition of his property, but those of the person exercising the influence.”

The rule laid down by Greenleaf is: “It must be an influence obtained either by flattery, excessive importunity or threats, or in some other mode by which dominion is acquired over the will of the testator, destroying his free agency, and constraining him to do, against his will, what he is unable to refuse.” 2 Greenl. on Ev., Sec. 688 (14th Ed.).

“ 1. To destroy the freedom of the testator’s will, and thus render his act obviously more the offspring of the will of others than of ,his. 2. That it must be an influence especially directed towards the object of procuring a will in favor of particular parties. 3.

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Related

Montclair v. Dana
107 U.S. 162 (Supreme Court, 1883)
Conley v. Nailor
118 U.S. 127 (Supreme Court, 1886)
Goodlett v. Louisville & Nashville Railroad
122 U.S. 391 (Supreme Court, 1887)
Texas & Pacific Railway Co. v. Cox
145 U.S. 593 (Supreme Court, 1892)
Children's Aid Society v. . Loveridge
70 N.Y. 387 (New York Court of Appeals, 1877)
Lee v. . Lee
71 N.C. 139 (Supreme Court of North Carolina, 1874)
Tyson v. Tyson
37 Md. 567 (Court of Appeals of Maryland, 1873)
Mackall v. Mackall
135 U.S. 167 (Supreme Court, 1890)

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Bluebook (online)
21 D.C. 554, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mclane-dc-1893.