Lilly v. Townsend

68 N.W. 136, 110 Mich. 253, 1896 Mich. LEXIS 694
CourtMichigan Supreme Court
DecidedJuly 21, 1896
StatusPublished
Cited by7 cases

This text of 68 N.W. 136 (Lilly v. Townsend) is published on Counsel Stack Legal Research, covering Michigan Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lilly v. Townsend, 68 N.W. 136, 110 Mich. 253, 1896 Mich. LEXIS 694 (Mich. 1896).

Opinion

Long, C. J.

This is a contest over the will of David Lilly, who died March 18, 1894, aged 79 years. The will [254]*254was executed January 26, 1894. At his death he left surviving him a widow, and several children and grandchildren. The will was contested on the ground of incompetency of the testator to make a will, and, as claimed by counsel for contestant, also upon the ground that the will as drawn did not express the intent of the testator in the disposition of his property. The testator was a man of considerable means.

The will was drawn by Henry Michael, a justice of the peace, and gives, first, to his wife, Sarah Lilly, the use, income, and occupation of the home farm during her natural life, and also the interest and income of $50,-000 during her natural life. -At the death of his wife, the home farm was given to a granddaughter, and another portion of land was given to a grandson, Edward Townsend, when he arrived at the age of 25 years, and after the death of testator’s wife. Testator also gave to his son Thomas and daughter Matilda certain portions of land, and certain notes were also given to Matilda. The daughter Florence (the contestant here) was given several portions of land and some notes and mortgages. To three grandchildren he gave $8,000 each; and provided in the eighth clause of the will that after the death of his wife, and the payment of his debts and funeral charges and the legacies, all the rest and residue of his estate, both real and personal, should be given to his five grandchildren, to be divided equally among.them. By the ninth clause he appointed Byron Fiero his executor. The will was presented for probate by his son, Thomas J. Lilly.

The proponent produced the parties who were witnesses to the will, who testified to its execution, and that the testator was competent to make it. The will was then offered in evidence, and proponent rested. The contestant produced witnesses who gave evidence tending to show that, at the time of the execution of the instrument purporting to be the will, David Lilly was not competent to make and execute it. Contestant than called [255]*255Mrs. Sarah Lilly, the wife of testator, who testified that she and her husband had lived together for 50 years; that she remembered the making of the will. She was then ■asked:

‘ ‘ I will ask you this question: If, after your husband’s death, the various parties in interest in the estate agreed that the will was not an expression of your husband’s wishes, and agreed among themselves to take under the law, instead of under the will ? ”

This was objected to as incompetent, and for the reason that it could not bind the minors, and the executor never assented to it.

“By the Court: The expression that the will was not an expression of the deceased, I do not think ought to be used. You can reframe your question.
‘ ‘ Q. Did you and all the others in interest sign a paper by which you all agreed — grandchildren, children, and widow — not to take under the will, but to divide the property among yourselves ? ”

This was objected to upon the same ground, and the •court then suggested: “You can ask this witness if the parties signed a paper relating to the will.” To this question the witness answered, “Yes, sir;” and the court remarked: “It is possible it may be relevant hereafter. As the case now stands, I doubt whether this testimony is relevant.” This ruling of the court was excepted to by contestant. The witness was then asked: “In your opinion, was your husband competent to make an intelligent disposition of his property ? ” Counsel for proponent objected to this question as incompetent, and upon the further ground that the witness was disqualified by reason of her relationship to the deceased, and that no foundation had been or could be laid for the question. The court sustained the objection, and counsel for contestant excepted.

The contestant thereupon rested, and the proponent thereafter introduced several witnesses, who testified that the testator was competent to make the will. Among [256]*256other things, they testified that they had had business transactions with him, some before and some after the execution of the will; that they were acquainted with him, and when they did business with him he acted rationally, and, in their opinion, he was competent to make the will. The executor of the will was then called, who testified substantially that the total of the property inventoried April 0, 1894, footed up to $137,405.37, the personal property amounting to $87,205.37; that certain of the property was turned over to the legatees; that $7,072.45 in notes and mortgages were held by the daughter Matilda, and that she gave him a receipt for such notes and mortgages. It further appears from his testimony that he turned over to Thomas Lilly certain of the property, and took his receipt; to some grandchildren, money and property, and took their receipts; that among those who received property turned over, and receipted for it, was Florence L. Townsend, the contestant in the present suit; that she received from the executor notes and mortgages which were given her by the will, and valued at $1,119.66; that she also receipted to the executor for the lands willed to her, valued at $16,200. The executor testified that she is now in possession of the lands, that he thereafter transferred to the widow the farm willed to her, and that several of the grandchildren have not yet received their legacies.

The executor was asked if the contestant knew that he was paying out these legacies to the heirs, and answered:

“ Well, I don’t know as to that. She didn’t say anything to me about it at any time. She had taken hers, and had possession of the notes and mortgages when we appraised them. I think she knew Mrs. Charles had hers. I think she found out shortly that Gertrude Charles had hers. Florence gave the first receipts, and was the first one settled with under the will. ' This receipt for the notes and mortgages was given me April 9th. There was no intimation made to me by her — that is, Mrs. Townsend — that she intended to contest the will, until after I had paid Mrs. Charles and her daughter.”

[257]*257On cross-examination the witness testified:

“I think Mrs. Townsend and Mrs. Charles both commenced a contest of the will. [Mrs. Townsend is the only one now contesting.] * * * The payments were made before the notice of appeal. I had turned over the property to Thomas Lilly himself then. I had turned over to Thomas Lilly’s children no money.”

Mrs. David Lilly testified that she knew her daughter Mrs. Townsend intended to contest the will; that she was with the contestant when Mr. Fiero came to have her sign the receipts, and that the contestant then told him she “ did not want to sign the receipts, because she calculated to break the will if she could. He said to sign them; it wouldn’t hinder.” The contestant also testified to the same statement made by her to the executor, and that she signed the receipts with that understanding. Her testimony also shows that she was in possession of some of the real estate when she gave the receipts, and had been for many years; but some of the notes and mortgages were turned over to her that day.

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Cite This Page — Counsel Stack

Bluebook (online)
68 N.W. 136, 110 Mich. 253, 1896 Mich. LEXIS 694, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lilly-v-townsend-mich-1896.