McNinch v. Charles

31 S.C.L. 229
CourtCourt of Appeals of South Carolina
DecidedDecember 15, 1845
StatusPublished

This text of 31 S.C.L. 229 (McNinch v. Charles) is published on Counsel Stack Legal Research, covering Court of Appeals of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McNinch v. Charles, 31 S.C.L. 229 (S.C. Ct. App. 1845).

Opinions

Curia., per Frost, J.

The grounds of appeal present three substantive objections, in law, to the instructions of the presiding Judge. 1st, That if the capacity of the testator be doubtful, proof of instructions, or of reading over the will, is indispensable to its validity, and cannot be supplied by other proofs of knowledge and assent to the dispositions contained in the will. 2nd. That the letters of the testator to Louisa Waters were improperly admitted in evidence; and 3rd, that the will of Isabella M’Ninch, the widow and principal devisee of the testator, was not competent evidence.

In considering the first objection, it must be conceded that the testator was of doubtful capacity, because the question depends on its admission.

It is essential to a valid will that it express the intention of the testator. For this purpose it must appear that the testator was capable of making and comprehending the dispositions of property contained in the will; that it does, in fact, declare his intention, or, what is equivalent, that he knew its contents ; and lastly, that he expressed his as[236]*236sent to the instrument, propounded as his will, by executing it with the solemnities required by law.

Where a testator is of sound mind his knowledge of the contents of the will, as of any other instrument, is presumed from the fact of execution. If he be of doubtful capacity, the law requires that the presumption, arising from the fact of execution, should be confirmed by additional and more direct proof of assent. The character of that proof is to be considered.

In this inquiry, the attention is immediately directed to the various modes by which the assent of the testator may be proved. The face of the will presents the first proof, from the presumption to be derived from the reasonableness or unreasonableness of its dispositions. In the last disposition of a man’s property, it is reasonable to suppose that the claims of natural affection, gratitude, friendship and duty, should be provided for. Proof of these claims, and a just provision for them, afford a presumption of assent. The neglect of such claims, and an unaccountable, or vicious, benefaction of mere strangers, or the objects of degrading intimacy, raise a contrary presumption. If the improbability of assent to such gifts be increased by the designing character of the legatees; their opportunities to impose on the confidence or weakness of the testator ; and by proof of circumstances favorable to the practice of fraud, coercion, or the exercise of undue influence, the presumption against assent is greatly strengthened. Evidence of declarations, before or after the execution of the instrument, in conformity with its disposals of property, and the recognition of the claims of kindred and dependants, as subjects for testamentary provision, which have been satisfied, afford proof of assent of very direct and effective force. The good faith and honesty manifested in the' preparation of the will ; the character of the parties who had an agency in the matter ; the exemption from all interest, or, what is more, an agency to the prejudice of their interest, by those who have prepared and aided in the execution of the will, are circumstances strongly affecting the proof, that the instrument does express the will of the testator.

When the validity of a will is disputed, as having been [237]*237procured by fraud, circumvention, undue, influence, or practices on the testator’s weakness, not so great as to make his capacity doubtful, proof of all the circumstances adverted to, as aifecting the issue, is admitted; and wills have been set aside on such proof, notwithstanding an exact compliance with all the usual formalities of execution ; and on the contrary, they have been supported, notwithstanding the omission of some one or more of those formalities not required by the statute law, or on very slight proof of them.

But it is insisted on behalf of the appellants, that where the testator is of doubtful capacity, the rules of evidence, which obtain in those cases, do not apply; and that in such cases, proof of instructions, or reading over the will, is indispensable, and cannot be supplied by any other. For this, the case of Tomkins vs. Tomkins, 1 Bail. 92, is relied on. A new trial was ordered in that case, because there was no proof of reading or instructions. In cases of doubtful capacity, it is a rule, and a cogent one, that such proof should be given. That was deemed a fit case for the application of the rule, and was decided by it. But the recognition of the rule in its application to .that case, does not warrant the position, that the rule is exclusive and universal. The case of Billinghurst vs. Vickers, 1 Phill. 199, on the authority of which the case of Tom-kins vs. Tomkins was decided, indicates the limitations with which the rule was approved. Many considerations determined the enforcement of the rule in Billinghurst vs. Vickers. Sir John Nicholl, after reviewing the proofs in the case ; considering the extremely doubtful capacity of the deceased at the time of execution; the total absence of proof of any instructions, or of anything which could be considered a substitute for them ; that the part of the will, which was in issue, was written by one of the legatees, the other part having been written by the testator; that the whole transaction was conducted by the two interested parties, and was wholly unsupported by any sort, whatever, of testamentary declarations, or of recognitions made by the deceased himself, concludes, “ that the safer course is to adhere to the rule, that when the capacity is doubt[238]*238ful at the time of execution, and there is no evidence of instructions, especially where the act is done through the agency of the party interested, the proof of mere execution is insufficient.”

The extent and operation of the rule, is plainly limited by the circumstances which directed its application in that case. The conclusion that, under the circumstances premised, it was safer to adhere to the rule, necessarily implies that the rule is not of exclusive and universal operation, but must be determined by circumstances. The authority of that decision does not extend to this — that in the absence of all the circumstances which determined its application, it should prevail as a rule of evidence. Giv- ' ing effect to the whole reasoning of the decision, it affirms that the rule, that where capacity is doubtful, there must be direct proof of instructions, or of reading over, only applies, or at least only applies with any degree of stringency, where there is an entire absence of all proof of instructions, or of anything which could be considered a substitute for them; when the disposition is not consonant to the natural affections and moral duties of the deceased, and where it is obtained by a party materially interested, and under circumstances which place the deceased under his power, control, or influence; where the transaction is conducted by interested parties, and is unsupported by any sort of testamentary declarations or recognitions of the deceased. The case of Tomkins vs. Tomkins, when it affirms and applies the authority of that decision, must be understood to affirm the general rule with the limitations by which it is accompanied.

The effect of the rule contended for by the appellants, is not to prescribe what proof is competent and admissible, but to define and limit the effect of evidence, and to control the judgment of the jury on a question of fact.

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

Cite This Page — Counsel Stack

Bluebook (online)
31 S.C.L. 229, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcninch-v-charles-scctapp-1845.