In re Will of Allred

86 S.E. 1047, 170 N.C. 153, 1915 N.C. LEXIS 358
CourtSupreme Court of North Carolina
DecidedNovember 24, 1915
StatusPublished
Cited by2 cases

This text of 86 S.E. 1047 (In re Will of Allred) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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

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]*157statements 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]*158It 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:

“Tbe doctrine of presumed undue influence against tbe dominant party, in transactions inter vivos, seems to us eminently sound and just. It proceeds, primarily, upon tbe natural assumption tbat a living person, having, it is to be supposed, a need for bis property, or at least a desire to retain it, during life, will not part with it without a measurably adequate equivalent. Where it is made to appear tbat be has given it away, and tbat to one who- occupies a position of domination in relation to him, tbe presumption still is tbat be has not freely deprived himself of it and its use and enjoyment, but tbat bis act was induced by tbe undue exercise of tbe influence which tbe beneficiary is shown to have bad over him; and this presumption must be met by tbe donee and rebutted, else, in equity, it becomes as a fact proven — a vitiating fact in tbe transaction. With respect to testamentary dispositions, tbe primary presumption upon which tbe whole superstructure of tbe doctrine of presumed undue influence in contracts and gifts inter vivos rests is entirely lacking. They take effect upon tbe death of tbe donor. They involve no deprivation of use and enjoyment. There can be, with respect to them, no assumption that tbe donor would not voluntarily part bis property, since in tbe nature of things it must then pass from him to others selected by himself according to tbe dictates of bis affections, or appointed by tbe law of descents and distributions; and in either case without consideration moving to him. It is not out of tbe usual course of things, but in accordance with tbe exigencies of mortality, tbat tbe property should cease to be bis, and should become tbat of another. And tbe very considerations which lead to suspicion, which [159]*159must be removed in transactions inker vivos

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Bluebook (online)
86 S.E. 1047, 170 N.C. 153, 1915 N.C. LEXIS 358, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-will-of-allred-nc-1915.