In re Valentine's Will

67 N.W. 12, 93 Wis. 45, 1896 Wisc. LEXIS 19
CourtWisconsin Supreme Court
DecidedApril 14, 1896
StatusPublished
Cited by29 cases

This text of 67 N.W. 12 (In re Valentine's Will) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Valentine's Will, 67 N.W. 12, 93 Wis. 45, 1896 Wisc. LEXIS 19 (Wis. 1896).

Opinion

Cassodav, O. J.

It appears from the record that Jane Valentine died at her residence, in Buffalo, Marquette county, Wis., Monday, July 10, 1893, leaving, her surviving, no hus[49]*49band, child, father, or mother, but did leave, her surviving, nine next of kin and heirs at law, including her brother, Dougal McDougal, who brings this appeal. She also left about $2,500 worth of personal property, but no real estate. Her precise age is not stated in the record, but she seems to have been quite aged. Her husband died some three years before she did. It appears from the evidence that June 29, 1892, she made a will in writing, and signed it, and that the same was thereupon attested and subscribed in her presence by two competent witnesses, as required by the statute (sec. 2282, E. S.). The contents of that will appear to have been ■sufficiently established by the evidence. That will did not purport to give anything to any of her next of kin or heirs ¡at law, but did purport to give $100 to Jacob H. Valentine, a nephew of her husband, $50 to a boy or young man who had lived with her and her husband, $200 to a church named, and all the rest, residue, and remainder of her property to Mary Morris, wife of William Morris, living in the same town with her, and who had lived with her and her husband, prior to his death, as an adopted daughter; and, in case of Mary's death before the death of the testatrix, then such residue and remainder was to go to Mary's little son, Henry AT. Morris; and Andrew Reid, one of the trustees of the ■church mentioned, was named as executor therein.

On the death of Mrs. Yalentine no will was found, and •thereupon Jacob H. Valentvne, named in the will, petitioned the county court of Marquette county “ to take proof of the execution and validity of such will, and to establish the same ” as a will lost or destroyed by accident or design,” ■as provided in the statute (sec. 3191, E. S.). Hpon the hearing of that petition the county court, January 11, 1894, established, allowed, and admitted to probate such written instrument, as the last will and testament of said déceased. Erom that judgment or decree the said Dougal McDougal, [50]*50as such next of kin and heir at law, by leave and authority given by the county court, appealed to the circuit court.

Upon the trial of said matter in the circuit court that court found, as the county court had, the due execution and' contents of such will, and in addition the court found, in effect, that the will was in the possession of the deceased on the afternoon of the day previous to her death (being Sunday afternoon, July 9, 1893); that she died without destroying, canceling, or revoking the same; and that it was not, during her lifetime, canceled or destroyed by her authority, but was accidentally lost, or fraudulently destroyed or suppressed, previous to or subsequently to her death,— and thereupon affirmed the judgment of the county court establishing such will and admitting the same to probate. From that judgment the said Dougal McDougal, as such heir at law, brings this appeal.

1. The first ruling of the trial court to which exception was taken is to the effect that the residuary legatee, Mm'tj Morris, named in the will, was not a party to the action or proceeding. We are clearly of the opinion that such ruling was error. Not only were she' and the other legatees named in the will parties to the proceedings, but the several heirs, at law were also parties to the proceedings; otherwise an heir at law could not bring this appeal, as a “party aggrieved.” Sec. 3048, B. S.; Day v. Buckingham, 87 Wis. 219, and cases there cited. Undoubtedly, a proceeding to admit a will to probate is a proceeding in rem; but it is also, under our statute, a proceeding in personam, to the extent that when the will is duly proved and allowed in the county court as provided in the statutes, or on appeal in the circuit court, or in the supreme court, such probate and allowance is “ conclusive ” upon all legatees, devisees, and heirs at law, as to the due execution of the will and that it was not obtained by fraud or undue influence. Sec. 2294, R. S.; Archer v. Meadows, 33 Wis. 166; Newman v. Waterman, 63 Wis. [51]*51616; Scott v. West, 63 Wis. 552; Jones v. Roberts, 84 Wis. 465. In so far as the proceeding was to establish the written instrument as a will which had been “lost or destroyed by accident or design,” it was equitable in its nature; and so this court has held that even in the absence of sec. 3791, B. S., the circuit court would have had jurisdiction, under its general equity powers, to establish such lost or destroyed will. Hall v. Allen, 31 Wis. 691. It was there, in effect, held that in such an action the legatees and devisees were parties on the one side, and the heirs at law were nécessary parties on the other side. See Southworth v. Adams, 9 Biss. 521; S. C. 11 Biss. 256. The logic of the decisions in this court pertaining to the matter is all to the effect that such legatees, devisees, and heirs at law are all parties to the proceedings; and in at least one case it is, in effect, so held. In re Estate of Fitzgerald, 57 Wis. 508; Wright v. Jackson, 59 Wis. 569; Leach v. Leach, 65 Wis. 284; Will of Silverthorn, 68 Wis. 378; Goerke v. Goerke, 80 Wis. 516, 520; Begole v. Hazzard, 81 Wis. 277. Obviously, such legatees, devisees, and heirs at law were and are parties to the proceedings.

2. Being parties, they were not disqualified by reason of their interest in the event of the action or proceeding, but were, by the statute, expressly made competent witnesses, except as otherwise provided in the statute (sec. 4068, B. S.). But as they each and all claim a share or interest in the property in controversy from and under the deceased, Mrs. Yalentine, the statute expressly precluded each of them from beiug examined as a witness “ in respect to any transaction or communication ” by him or her “ personally ” with the deceased, except as expressly provided in the statute. Sec. 4069, S. & B. Ann. Stats., and cases cited in the notes. This sufficiently appears from cases already cited. Contrary to this rule of evidence, the residuary legatee, Mrs. Marry Morris, was not only allowed, against objection, to testify as to repeated conversations between her and Mrs. [52]*52Valentine in respect to the alleged will and the disposition she had made of her property, but also as to such conversations between her and Mr. and Mrs. Valentine several years prior to the making of the will, in regard to the disposition they respectively proposed to make of their property. Such rulings were errors.

3. The finding of the trial court to the effect that the will was in the possession of Mrs. Valentine the day before she died was based entirely upon the testimony of William Morris, husband of the residuary legatee. His testimony was admitted against objection, and apparently on the ground, as indicated, that his wife, as such residuary legatee, was not a party to the proceedings. The admission of his testimony under such circumstances and for such a purpose is contrary to the well-established general rule which precludes a husband or wife from being a competent witness for or against the other in an action or proceeding to which such witness is not a party. Such exclusion is not on the ground of interest, but of public policy.

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Bluebook (online)
67 N.W. 12, 93 Wis. 45, 1896 Wisc. LEXIS 19, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-valentines-will-wis-1896.