Morgan v. Adams

29 App. D.C. 198, 1907 U.S. App. LEXIS 5444

• Court: District of Columbia Court of Appeals
• Decided: March 5, 1907
• Docket: No. 1740
• Status: Published

Opinion

Mr. Chief Justice Shepard

delivered the opinion of the Court:

Four specifications of error have been assigned by the appellants. The first three relate to the issue of undue influence. The fourth relates to that of testamentary capacity, and is that the court erred “in refusing to instruct the jury to return a verdict of £yes’ in respect to the issue as to whether testatrix was of sound and disposing mind, as set forth in caveatces’ second prayer.”

Inasmuch as testamentary capacity is the primary question in such cases as this, and the issue relating thereto was, as usual, the first in order of submission, we shall first consider the error assigned thereon.

The following facts appear substantially without question: Testatrix was about eighty-two years of age, on February 11, 1905, and physically weak. She came from Connecticut to-Washington about forty years before her death, and obtained a position in the Treasury Department as a clerk. Because of' her advanced age she was compelled to give up her position some five or six years before her death. Her entire estate, amounting-to about $7,500, at the time of her decease, was the result of savings from her salary. Aside from clothing, a watch, some-inexpensive ornaments, and books, the estate consisted of notes-secured by liens upon real estate. Her practice had been to invest tier savings in loans. These investments had been made for her for many years through B. TL Warner & Company, who attended to collections of principal and interest, and to renewals and reinvestments. She had a box in the safety vaults of the Washington Loan and Trust Company, wherein she kept her notes. She was very economical, and, after her retirement from the public service, lived upon the interest of her investments. Until the last year of her life she had never encroached upon, her principal but once. Some time in 1894 she drew $1,000 which she gave to her nephew, Charles H. Adams, who lived in Connecticut, to enable him to build a house. Bor this she took his note, bearing interest, secured by a mortgage upon the property, with the understanding that he need pay neither principal nor interest until called upon to do so. No interest had ever been called for by her. Her relations with this nephew, who is one of the caveators, were affectionate, and they maintained correspondence with each other. Bor some years prior to her retirement from work, and until the last year of her life, she lodged and boarded in the Le Betra hotel, paying therefor $35 per month. She had been a woman of bright mind and strong will.

Some years prior to her decease, the'Morgans, who had recently intermarried, came to the La Betra house to live, and made the acquaintance of the testatrix. Mrs. Morgan and testatrix became intimate friends, and evinced much affection for each other. These intimate relations continued after the Morgans established homes in other parts of the city, and in May, 1902, testatrix, who had attended the funeral of an old friend in an undertaker’s establishment, and was much affected thereby, wrote and signed instructions directing that in case of her serious illness the Morgans were to care for her, and in the event of her death to see to her proper burial. She frequently spent the day in the Morgans’ house, and about one year before her death went to live with them. Mrs. Morgan testified that testatrix said to her: “I am old and sick, and need some person to take care of me.” Testatrix had made several wills during some years before her death, changing bequests by reason of ■deaths of beneficiaries, etc. The same attorney who had prepared these wrote another for her on October 11, 1904. The memoranda for this will were taken to the attorney by Mr. Morgan. When prepared, it was executed and attested in proper form. This will directed the payment to Mrs. Morgan of $200 for the erection of a monument, gave $1,000 each to her and Mr. Morgan, and bequeathed the residue of her estate to the caveatees, two of whom were her nephews and one her niece. Her books were also given to her nephew, Charles II. Adams. This will was apparently destroyed after the execution of the one in controversy, which was written by the attorney of Mr. Morgan, who received the memoranda therefor from Morgan. In the spring of 1904 testatrix commenced drawing very unusual sums of money from her investment agents. The drafts in February, March, and April were not unusual, but increased in amount and frequency in May, June, and July. In June she ordered a $500 note cashed, and drew the money. She received at one time $1,505.60 for another note ordered cashed. The total amount of drafts between February 3 and December '29, 1904, was $2,875.72. From January to June 14, 1905, she drew $730.

The caveators introduced a considerable number of witnesses to show incapacity on the part of the testatrix at the time of the execution of the will. These had known her well for from twenty to thirty years, and had opportunities to know her mental condition during the time.

It Avould serve no useful purpose to review the testimony at length. Some of it, by itself, was of no very great weight, as it tended to show that testatrix had become enfeebled in body and mind during her last ten years, but fell short of showing total incapacity. She was described as becoming forgetful, repeating the same thing frequently during a short conversation, and talking incoherently. One of these, however, who had known testatrix intimately for many years, had visited her and talked with her while at the Morgans. She testified that she observed quite a decline in her mental and physical strength ■during these later years. Her momery was failing very fast and in a marked degree. She liad a weak, feeble, and almost childish expression and manner, and needed someone to care for her as if she were a child. She was very weak and feeble in February, 1905; seemed to be mentally incapacitated in every way, and perfectly dependent. She had formerly always been particular in dress and dressing her hair, but ceased to dress her hair, and dressed like an invalid unable to properly dress herself. Failure was rapid during the last year of her life. A physician who had known testatrix intimately for years, and occasionally treated her, said that her mind had been strong, but some four or five years before her death he observed indications of senile degeneracy and progressive paresis. Other testimony tended to show that some months prior to making the will she had undertaken to show her nephew the room in the Treasury where she had worked many years, but was unable to find it. There was other testimony tending to show acts of forgetfulness and change of purpose. The president of the Washington Loan & Trust Company where her notes were kept, testified to having had business for her during thirty years. He testified that he saw her in October, 1904, and was forcibly impressed by the change in her mental condition. His opinion was that she needed someone to look after her affairs. Mr. Rheem, formerly of the B. H. Warner Company, said that he had attended to her investments, collections of interest, and re-investments for twenty years or more. That she had been a very close, saving woman, keeping her money invested, and never encroaching upon her principal save in the advance made to her nephew some ten or twelve years before her death. That after she had cashed the $500 note in June, and the one for $1,500 in July, 1904, he becaibe suspicious of her condition; and when she sent a message to him in September to cash another note for $1,500 he declined to do so.

In the fall or winter of 1904, after another demand to cash a note, he went to see her and asked her if she really wanted the money. She said “No.” Mrs. Morgan was present at the interview, and remarked: “Well, that is the way with Aunt Julia; she never knows what she wants to do from one day to another.” When asked on cross-examination why his firm paid testatrix’s drafts thereafter (these were generally in sums of $50 from time to time), he said: “I consulted counsel and was advised it was my duty to withhold the principal from testatrix in ease of the payment of notes; at the same time I was told to allow a liberal support, even if it were taken from the principal, unless I chose to embarrass Miss Adams by lunacy proceedings.” He said his firm assumed the responsibility of a loss ■of the money, rather than distress Miss Adams by refusing to honor drafts for her support. Mr. Swartzell, another member of the firm, said that he went with Rheem to see testatrix November 30, 1904, and said that she did not appear in a fit condition, mentally or physically, to manage her affairs.

Testimony tended further to show that it had been the practice of the company, when interest was collected, to have her get the proper note from her safe deposit, and bring it for indorsement of the credit. During the last year of her life she had on three different occasions returned with the wrong note; and that on one occasion she had made three trips before presenting the right note.

Other testimony tended to show that Mrs. Morgan had stated on one occasion that she was hunting testatrix, who had left home to visit her broker’s office, and had gotten lost. The office was but a few blocks from her home. Also that Mrs. Morgan had said that testatrix had gotten lost twice on similar trips; that once she had taken an 11th street car, and gone out to the end of the track; another time she had taken a Mount Pleasant car, and had been found at that place, which was several miles away.

The caveatees introduced a less number of witnesses than the caveators had, whose testimony tended to show that they knew testatrix well, and that, though physically weak during the last year of her life, she was mentally sound and capable of executing a valid will.

The prayer of the caveatees to direct the jury to answer “yes” to this issue was offered at the conclusion of all of the evidence. Having refused it, the court gave all of the prayers requested by them relating to this issue. These directed the jury, substantially, that the presumption of law is in favor of the sanity and capacity of the testatrix to make a will, and that the burden of proof is upon the caveators to establish a want of testamentary capacity by a fair preponderance of testimony; that every person of twenty-one years of age is presumed of sound, mind and competent to make a will, and this presumption extends through life, no matter to what age she may live; that to make a valid will, it is not necessary that the testatrix should be endowed with a high order of intellect, nor even an intellect measuring up to the ordinary standards of humanity; nor is it necessary that the testatrix should have perfect memory, and a mind wholly unimpaired by age, sickness, or other infirmities; if she possesses memory and mind enough to know what property she owns and desires to dispose of, and the person to whom she intends to give it, and the manner in which she wishes it applied by such person and, generally, fully understands her purposes and the business she is engaged in, in so disposing of her property, she is, in contemplation of law, of sound and disposing mind; and neither age, nor sickness, nor extreme distress will affect the capacity to make a will if sufficient intelligence is present; that the jury are not authorized to pass upon the reasonableness of the provisions of the will; nor would they be justified in finding against it because they thought its provisions unreasonable or not in accord with their ideas of what is right or what the disposition should have been.

After a careful examination of the testimony, we are of the opinion that the court did not err in refusing the appellants’ prayer to direct a verdict.

It is the province of the jury to determine the credibility of the witnesses and the weight to be given to their testimony, under proper instructions for their guidance, which, as we have seen, were given as requested by the appellants. It is only when, conceding the credibility of the witnesses, and giving effect to every legitimate inference that may be deduced from their testimony, the party having the burden of proof upon an issue has plainly not made out a case sufficient in law to entitle him to a verdict, that the court is justified in withdrawing the issue from the consideration of the jury. Adams v. Washington & G. R. Co. 9 App. D. C. 26, 31, and eases there cited. See also a case wherein the issue was of the testamentary capacity. Barbour v. Moore, 10 App. D. C. 30, 48.

Another way of stating the rule in such cases is this: If fairminded men might honestly draw different conclusions from the evidence, the fact must be determined by the jury under proper instructions as to the law applicable thereto. McDermott v. Severe, 202 U. S. 600, 604, 50 L. ed. 1162, 1165, 26 Sup. Ct. Rep. 709, and cases cited. See also Mosheuvel v. District of Columbia, 191 U. S. 247, 252, 48 L. ed. 170, 172, 24 Sup. Ct. Rep. 57, 17 App. D. C. 401.

We have not recited the testimony offered on behalf of the caveatees to rebut the case made by the caveators, and have rested our conclusion on the sufficiency of the latter, because it is not within the province of an appellate court to pass upon the weight to be given the evidence as a whole, any more than upon the credibility of the several witnesses. If the evidence be regarded as sufficient, under the requirements of the law in a particular case, to warrant its submission to the jury, and their verdict has been approved and carried into judgment by the trial court, the consideration of the appellate court is confined to errors of law in respect of the admission and exclusion of evidence, and the charge. Ætna L. Ins. Co. v. Ward, 140 U. S. 76, 91, 35 L. ed. 371, 376, 11 Sup. Ct. Rep. 720; Barbour v. Moore, 10 App. D. C. 30, 50.

The conclusion at which we have arrived renders it unnecessary to consider the errors assigned in respect of the issue of undue influence. The verdict on the issue of testamentary capacity being sufficient to support the judgment, it would not avail appellants if error could be shown on the other. To obtain reversal, error would have to be shown in respect of both. McDermott v. Severe, 25 App. D. C. 276, 282, 202 U. S. 600, 603, 50 L. ed. 1162, 1165, 26 Sup. Ct. Rep. 709.

There was no necessary connection between the determination of the two issues; and it is not perceived how error in respect of one could, have prejudiced the appellants in the trial of the other. In view of the verdict upon the first issue, a finding in their favor upon the second would be of no avail. Glenn v. Sumner, 132 U. S. 152, 157, 33 L. ed. 301, 10 Sup. Ct. Rep. 41; West v. Camden, 135 U. S. 507, 521, 34 L. ed. 254, 258, 10 Sup. Ct. Rep. 838.

Rinding no error for which the verdict on the first issue could be set aside and a new trial thereof ordered, the judgment must be affirmed with costs. Affirmed.

The appellants, on March 12, 1907, applied for a writ of error to the Supreme Court of the United States, and on March 14, 1907, the writ was allowed, Mr. Chief Justice Shepard delivering the opinion of the Court:

The appellants have applied for a writ of error to review this judgment in the Supreme Court of the United States.

The value of the estate claimed under the will offered for probate is about $7,000. The bequests to the two appellants combined amount to $4,200, and the remainder of the estate, after three small legacies, is bequeathed to Charles H. Adams. However, the latter, whose interest under the will is apparently greater than that which he will receive as one of the three next of kin in case of intestacy, is one of the contestants of thé will. Decatur Morgan, one of the appellants, is the .executor named in the will and charged with its execution. We entertain some doubt whether the appellants are entitled to the writ of error under the decisions on which they rely. Overby v. Gordon, 177 U. S. 214, 218, 44 L. ed. 741, 743, 20 Sup. Ct. Rep. 603; Shields v. Thomas, 17 How. 3, 15 L. ed. 93; New Orleans P. R. Co. v. Parker, 143 U. S. 42, 51, 36 L. ed. 66, 68, 12 Sup. Ct. Rep. 364. Following our rule in cases of doubt, the writ of error is allowed; and the bond therefor, without supersedeas, is fixed at $300.