In re Will of Allred

86 S.E. 1047, 170 N.C. 153, 1915 N.C. LEXIS 358
Supreme Court of North Carolina·Decided November 24, 1915·Published·Cited by 2 cases

Opinion

AlleN, J.

The right to dispose of property by will is a creature of statute and it is generally provided when the paper-writing offered for probate is not in the handwriting of the testator that it shall be attested by witnesses, who are required to subscribe the same in the presence of the testator.

There was at one time a disposition to give a restricted meaning to the term “in the presence of the testator,” and to hold that it meant “in the sight of or within the scope of the vision,” but as it was soon seen that this narrow construction would prevent a blind man from making a will and that it excluded the operation of the other senses, except that of sight, a broader and more liberal construction has been generally adopted, and it is now well settled that a blind man may know of the presence of the witness without sight and that he may make a will. Bynum v. Bynum, 33 N. C., 632; Underhill on Wills, Vol. 1, 267; Ray v. Hill, 28 S. C., 302; Reynolds v. Reynolds, 24 S. C., 253; Riggs v. Riggs, 135 Mass., 238.

“In the case of a blind man the superintending control which in other eases is exercised by sight must be transferred to the other senses.” Ray v. Hill, 28 S. C., 304.

“He must first be made sensible through his remaining senses that the witnesses subscribed in his presence.” Reynolds v. Reynolds, 24 S. C., 256.

“It is true that it is stated in many cases that witnesses are not in the presence of the testator unless they are within his sight; but these [157] statements are made with, reference to testators who can see. As most men can see, vision is tbe usual and safest test of presence, but it is not tbe only test. A man may take note of tbe presénee of another by tbe other senses, as bearing or touch. Certainly if two blind men are in tbe same room, talking together, they are in each other’s presence. ... In cases where be has lost or cannot use bis sense of sight, if bis mind is not affected, if be is sensible of what is being done, if tbe witnesses subscribe in tbe same room, and within bis bearing, they subscribe in bis presence.” Riggs v. Riggs, 135 Mass., 241; 1 Underhill, p. 267.

A notable instance of tbe execution of a will by a blind man is that of Francois Xavier Martin, who, after be left this State, was for thirty-one years a member of tbe Supreme Court of Louisiana, and during tbe last eight years of bis service be was totally blind. His will was contested by tbe State upon tbe ground tbat a blind man could not make a will and also because of an alleged illegal trust, but was sustained. S. v. Martin, 2 La. An., 667.

Mr. Underbill, in bis work on "Wills, Yol. 1, sec. 196, gives tbe reasons for tbe requirement of tbe statute and states bow it may be complied with by one wbo cannot see. He says: “Many of tbe statutes regulating tbe execution of wills require tbat tbe witnesses shall subscribe their names In tbe presence of tbe testator.’ The purpose and object of such statutory regulations are to enable tbe testator to see tbat tbe very persons whom be has requested to attest bis will do in fact attest it, and also to prevent wicked and interested parties from substituting, in tbe place of tbe paper which be has subscribed as bis last will, another paper of which be knows nothing. Presence in its widest meaning is the antonym of absence. Hence, where tbe statute requires a signing by witnesses in tbe presence of tbe testator a subscription to a will by tbe witnesses in tbe absence of tbe testator is absolutely void. Nor can such a fatal defect be remedied by a subsequent acknowledgment by tbe witnesses of their signature, uttered in tbe presence of tbe testator. Tbe requirement tbat tbe will shall be signed by tbe witnesses in tbe presence of tbe testator does not prescribe tbat be shall actually see tbe witnesses sign tbe will, provided they do in fact sign it in bis presence. Tbe validity of tbe execution of a will cannot be made to turn upon tbe ability of tbe testator to see; for, if such were tbe law, it is clear tbat no blind man could execute a valid will. Therefore, while bis intellect and bearing remain unimpaired, and be is conscious of what is going on about him, an attestation in tbe same room where be is, or in such proximity in another room as to be in tbe testator’s line of vision, provided be could see, and within bis bearing, will be sufficient signing in bis presence.”

[158] It is not contended by tbe caveators that tbe witnesses did not in fact sign tbe same paper tbat was signed by tbe testator, and if these principles are applied to tbe evidence we are of opinion tbat tbe will has been properly executed, as tbe witnesses were only four feet from him and be bad tbe opportunity of knowing tbat they were signing tbe paper which be bad signed, by tbe sense of bearing, and tbe witnesses say be knew tbat they signed tbe will there in bis presence.

Tbe principle contended for by tbe caveators tbat a presumption of undue influence arises as to transactions between a confidential adviser and general manager and tbe person whose agent be is, is very generally applied, but there is highly respectable authority for tbe position of tbe propounders tbat it only .prevails as to gifts and conveyances inter vimos and should not obtain as to testamentary dispositions. Lee v. Lee, 71 N. C., 145; In re Hurlburt, 48 N. Y., App. Div., 91; Bancroft v. Otis, 24 A. S. R., 908.

In tbe last case cited there is a learned and instructive discussion of tbe question by Justice McClellan, of tbe Supreme Court of Alabama, which be concludes as follows:

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In re Will of Allred, 86 S.E. 1047, 170 N.C. 153, 1915 N.C. LEXIS 358 (N.C. 1915).

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