Martin v. Perkins

56 Miss. 204
CourtMississippi Supreme Court
DecidedApril 15, 1878
StatusPublished
Cited by10 cases

This text of 56 Miss. 204 (Martin v. Perkins) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Martin v. Perkins, 56 Miss. 204 (Mich. 1878).

Opinion

Simrall, C. J.,

delivered the opinion of the court.

The agreed record makes this case: M. A. Williams, widow and devisee of Bayles E. Williams, deceased, propounded for probate, in common form, a paper purporting to be the last will and testament of her deceased husband, to the clerk of the Chancery Court, in vacation. The subscribing witnesses declined to make oath before the clerk that the testator, at the time of the execution of the paper, was of “ sound and disposing mind and memory,” and for that reason the clerk declined to admit the paper to probate and record as the last will and testament of the deceased. At the next.succeeding term of the Chancery Court the chancellor confirmed this decision of the clerk atrules. This occurred at the September term, 1877, on the 25th of the month.

At the next term, March, 1878 (25th of the month), the sisters of Bayles E. Williams, deceased, presented a petition to set aside the order of the clerk, and its confirmation at the September term, 1877 : (1.) Because the petitioners were not parties to that proceeding. (2.) The order is a nullity, because affirmative proof of sanity is not necessary to be made by the attesting witnesses; sufficient capacity will be presumed. The court overruled the motion, and declined to set the orders aside.

The widow of the deceased had intermarried with R. W. Perkins, and afterward died, without children or descendants of them. Perkins was admitted as a party defendant before the order last referred to was made. After this motion had been overruled, and on the same day, the same petitioners, who claimed to be devisees of the remainder in the real estate after the death of the widow, propounded to the Chancery Court for probate the same paper, as the last will and testament of Bayles E. Williams, deceased.

R. W. Perkins filed elaborate objections, detailing in full all [207]*207the anterior proceedings, and insisted that they were a bar to the entertainment of the petition and the relief sought. To this answer the petitioners demurred. It was overruled, and the petition was dismissed. Whereupon, at the same term of the court, the same petitioners presented a formal application — setting out the precedent litigation and orders — for “an issue to be tried by a jury to ascertain whether said writing was-a will or not, valid in law.” On the demurrer of Perkins, this petition, also, was dismissed.

The principle on which the chancellor, no doubt, made the several rulings recited was, that the refusal of the clerk at rules, on the testimony before him, to probate the will, and the confirmation of that action by the court, precluded any party interested in the will from the further agitation of that subject.

It pertained to the Ecclesiastical Court, in England, to receive proof and establish a will, so far as it disposed of personal estate ; but it had no power to establish it as respected real estate, and its probate was not so much as prima facie evidence in a controversy between the heir and devisee.

Our system of laws requires- the will to be probated as to both estates, and gives no validity to it until it has been adjudged to be a last will and testament. When it has received that judicial sanction, it cannot be assailed collaterally.

It is provided by sect. 1098 of the Code, that taking proof of wills shall pertain to the Chancery Court. The next section — sect. 1099 — states the mode, viz. : “ When any last will and testament is exhibited to be proved, the court, or clerk in vacation, may proceed immediately to take the probate thereof.” It maybe exhibited by any person. By whomsoever it is presented to the court, the proof may be immediately taken; taken without notice to the heir; taken ex parte. It would be strange, and inconsistent with the temper and spirit of our jurisprudence, if what was done in the premises by the court, or clerk in vacation, should be conclusive upon any body, especially the heir. The succeeding portion of the section [208]*208givés opportunity to any person, within two years, to contest the will, and an issue may be made up and tried.

But there is no express provision allowing a legatee or de-visee to have a full and formal investigation of whether the instrument be a valid will and testament, if the court or clerk has refused, on the ex parte exhibition of it, to declare it proved. Aud it must have been for that reason that the chancellor refused the application of the devisees (to which the heir was a party defendant) to give them an opportunity to prove the will on an issue of devisavit vel non. The refusal of probate by the clerk, and a confirmation, on his motion, by the court, was conclusive, in the estimation of the court, against the devisees, but was not conclusive against the heir if he choose to contest within two years.

The proof meant in sect. 1099 of the Code is what is called proof “ in common form,” and was not intended to bind any body interested to controvert it. It cannot be pleaded as “ res adjudicata ” in a direct suit which questions the validity of the will. It would be altogether unreasonable to give an effect to a refusal to admit the instrument to probate, which is denied to a declaration that the instrument has been proved.

' The law intends that, before the will shall be conclusively proved and established, the heir shall have an opportunity to show cause against it; aud before proof of it shall be denied altogether, the legatees and devisees shall have the opportunity of full investigation. Sect. 1099 gives the heir the right to make the controversy against the will. In order that the legatees and devisees may have an opportunity to sustain the will, it is only necessary to hold that the rejection of the paper when first exhibited for proof is not res adjudicata, and cannot be pleaded in bar by the heir. Ordinarily, the will is exhibited for proof by the executor ; he may be neither legatee nor devisee. It may be offered in court by a bailee, with whom it was deposited for safe-keeping, and immediately, without notice to heir or devisee, or any body, the court or clerk shall take the proof. Surely the law does not intend [209]*209that the rejection of the paper for insufficient proof shall be conclusive on the devisee who was not present to cross-examine witnesses or supply more testimony, who was not notified, nor required to be, and was ignorant of the proceeding.

No case could better illustrate the correctness of this position than the one before us.

The subscribing witnesses were not willing to swear that the testator was of sound mind and memory. They would swear, however, that the paper was subscribed by the testator, in their presence, as his last will and testament, and that they attested it in his and each other’s presence. They objected to the usual affidavit, because it contained the words referred to. If the devisees had been present, they might have elicited enough about the mental condition of the deceased to have satisfied the clerk that he had capacity to make a will, though these witnesses believed otherwise; more than that, they might have produced other testimony which would have removed all doubt as to his testamentary capacity.

It by no means is true that capacity or incapacity can be proved only by the subscribing witnesses. They may express an opinion, as an expert may, whilst other witnesses generally would be confined to narratives of facts and conduct.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Probate of the Will of Clark
6 Misc. 2d 902 (New York Surrogate's Court, 1957)
Warren v. Sidney's Estate
184 So. 806 (Mississippi Supreme Court, 1938)
In re Armistead's Estate
4 F. Supp. 606 (S.D. Mississippi, 1933)
Ward v. Ward
87 So. 153 (Mississippi Supreme Court, 1920)
Gathings v. Howard
84 So. 240 (Mississippi Supreme Court, 1920)
Madson v. Christenson
150 N.W. 213 (Supreme Court of Minnesota, 1914)
Martin v. Stovall
48 L.R.A. 130 (Tennessee Supreme Court, 1899)
In re Estate of Renton
3 Coffey 120 (California Superior Court, San Francisco County, 1893)
Burns v. Travis
18 N.E. 45 (Indiana Supreme Court, 1888)

Cite This Page — Counsel Stack

Bluebook (online)
56 Miss. 204, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martin-v-perkins-miss-1878.