In re the Estate of Shapter

35 Colo. 578
CourtSupreme Court of Colorado
DecidedJanuary 15, 1906
DocketNo. 4567
StatusPublished
Cited by42 cases

This text of 35 Colo. 578 (In re the Estate of Shapter) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado 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 Shapter, 35 Colo. 578 (Colo. 1906).

Opinion

Mr. Justice Goddard

delivered the opinion of the court:

The most important objection to the validity of the judgment presented by the assignment of errors is predicated upon the action of the trial court in directing a verdict. Prom an examination of the testimony introduced, we are of the opinion that there was evidence upon which the jury should have been permitted to pass and which, if accepted by them as true, was sufficient to sustain the conclusion that the instrument 'presented was executed in conformity with the requirements of the statute, and with sufficient -knowledge and understanding on the part of the testator to constitute a valid testamentary disposition of his property. In the circumstances of this case, it was peculiarly within the province of the jury to determine whether the testator, notwithstanding his enfeebled condition a.t the [581]*581time the paper was signed, realized what he was doing. This essential fact conld only be ascertained by taking into consideration not only the direct proof, bnt as well all collateral and relative facts and surrounding circumstances that tended to throw light upon the mental capacity of the testator at that time, and from which inferences might be drawn and presumptions raised as to whether or not he was mentally capable of making a will, and whether the disposition made of his property was consistent with his situation and in accordance with his previously expressed wishes and intentions, and such as he would naturally malm under the circumstances, or adopt, or acquiesce in, if not wholly deprived of consciousness.

In Brogden v. Brown, 2 Addams’s Eccl. Rep. 449, the will under consideration was prepared by Mr. Brogden in pursuance of instructions which, it was pleaded, the testatrix gave him in an interview at which they alone were present and which, it was claimed, was signed by her while delirious and incapable. Brogden, being a party in the cause, was incompetent to testify as to the instructions; hence they were incapable of direct proof. Sir John Nichol], in speaking of the presumptions that prevail in such circumstances, used this language:

“The rule that, where capacity is at all doubtful, there must be direct proof of instructions * * * has really no application to a will prepared by an agent * * * and of which, at the same time, the dispositive part is so just, and so proper, so consonant to the deceased’s natural affections and moral duties that it speaks for itself, and carries, upon the face of it, its own recommendation. Such an alleged will, if suggested, the court may readily presume that the alleged testator would acquiesce in, and adopt, if not wholly deprived of conscious[582]*582ness; and mere acquiescence and adoption, in such a case, would so compensate for any want of direct evidence of instructions given, a priori, that proof of these alone, in conjunction with proof of almost any, whatever, glimmering of capacity at the time of the execution, would be good to support the will, and would sufficiently indicate mind and volition to justify a court of probate in pronouncing for it as a genuine and valid will.”

As said by Senator Verplanck in Stewart’s Executor v. Lispenard, 26 Wendell 312:

“If the testamentary disposition be in itself consistent with the situation of the testator, and in congruity with his affections and previous declarations; if it be such as might have been naturally expected from one so situated, this is itself rational and legal evidence of no small weight to testamentary capacity. * * * The rationality of the act goes to show the reason of the person. This rule has been repeatedly applied in English courts in cases of doubtful capacity, from age or deathbed disease. ’ ’

The instrument under consideration possesses all these characteristics. The disposition of the property therein provided is consistent with, and such as would naturally he expected from, a man in the situation of the testator. He had lived in this country for many years, was unmarried, and it in no way appears that the contestants, although his relatives and heirs, ever concerned themselves about his welfare and condition. On the other hand, some of those remembered in the will had shown him kindness and attention when sorely needed. And others are of a class whose care and comfort would naturally appeal to the sympathy of an old man who was desirous of devoting his property to a worthy charity.

[583]*583From the fact that the will was prepared at the testator’s express request, that the instrument so prepared was left with him and was in his possession several hours before it. was alleged to have been executed, and that he signed it in the presence of attesting witnesses who were present at his request for that purpose, in the absence of any showing to the contrary, it will be presumed that he had read it, or that its contents had, in some way, been made known to him. “The onus of proving the contrary is thrown upon him who alleges it.”—Hemphill v. Hemphill, 2 Dev. 291.

“Generally speaking, the law presumes testamentary capacity, due execution, and that the will contains the unrestrained wishes of the testator. Hence it is usually held that the burden upon the whole evidence is on the party attacking it on the ground of improper execution, lack of capacity, or undue influence, to prove the facts which he alleges. ’ ’ —Current Law, vol. 4, p. 1892, and cases cited in note.

But it is insisted that, if the instrument was, in fact, written at the direction of- Shapter and embodied his instructions, it should be refused probate for the reason that it was not executed or attested in the manner required by our statute. In support of this contention, counsel for contestants cite excerpts from the testimony of the attesting- -witnesses which they claim show that Shapter was not conscious of what he was doing at the time his name was affixed to the instrument, and that the signatures of attesting witnesses were subscribed to the will before the signature of Mr. Shapter was made.

We think from the entire testimony introduced upon the trial, the jury might have found that the deceased was aware of what he was doing, and assented to the manner in which his signature was [584]*584made, and that the question as to whether he was conscious and possessed of testamentary capacity should have been left to them to determine from the facts and circumstances surrounding the transaction. The fact, if it be a fact, that the subscribing witnesses signed the will before the testator signed it, does not invalidate the will.—Gibson v. Nelson, 181 Ill. 122; O’Brien v. Gallagher, 25 Conn. 229.

They did attest the will in the presence of the testator, and thereby impliedly stated that the testator was of sound mind and competent to make a will.—Stevens v. Leonard, 154 Ind. 67. And the statement of Mr. Young in the latter trial, to the effect that he was of the opinion that Shapter was not in a condition to make a will, and was too far gone to be conscious of what he was doing, did not impair the efficacy of his attestation, and should be taken only for what it is worth as an attempt tending to- weaken the force of such attestation as evidence of the mental soundness of the testator, and the weight to be given to it for that purpose was entirely within the province of the jury.

In Stevens v.

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Bluebook (online)
35 Colo. 578, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-shapter-colo-1906.