Morris v. Stokes

21 Ga. 552
CourtSupreme Court of Georgia
DecidedJanuary 15, 1857
DocketNo. 105
StatusPublished
Cited by32 cases

This text of 21 Ga. 552 (Morris v. Stokes) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Morris v. Stokes, 21 Ga. 552 (Ga. 1857).

Opinion

By the Court.

Lumpkin, J.

delivering the opinion.

The two points made upon the record in this case are,

1st. The rejection of the sayings of John L. Lewis, the uncle and guardian of the testator, and one of the principal legatees under the will.

2dly. The mis-direetion of the Court in its charge to the jury.

For as to the midnight communication overheard by Dr. [569]*569Lyon, in which the Lewises, the Philipses and the Pearces were the interlocutors, we do not think that it amounts to anything, as there is no proof that the conspiracy then and there coucocted, was ever executed. None of the persons therein implicated seem to have exerted any influence over the testator; on the contrary, John L. Lewis, as far as the testimony discloses, seems to have circumvented and defeated their plan. It may be, that owing to the defective manner in which the case is brought up, in conformity to the Act of the last Legislature, as counsel contends, but a misapprehension of it, as we hold, all the evidence is not before the Court, which might if here, show the applicability of this testimony. That is not the fault of this Court, nor of the Court below. If parties, to save a little expense and trouble, will “ simplify and curtail” until enough is not left to demonstrate affirmatively that the judgment below is erroneous, it must stand. It is presumed to be right until the contrary appears, and the onus is upon the plantiff in error.

[1.] Were the sayings of John L. Lewis, a principal legatee, and a real, though not a formal party to the record, admissible ?

We are called on for the first time to decide this question. It has become a settled rule of this Court, that the admissions of the propounder of the will, who is also a legatee for a large amount, may be proven. And this proposition is abundantly sustained by authority. But here the will is propounded for probate, by another. Can the sayings of a principal legatee be received in this issue ?

We think so, in all cases, so far as his own interest is to be affected. And the jury, upon sufficient proof, may strike out his legacy and establish the balance of the will, so that a will may be good as to one party, and bad as to another; valid as to some parts and invalid as to others, Trimlestown vs. D’Alton, 1 Wms. on Ex’ors, 43; 1 Dow. new series 85, decided in the House of Lords, on appeal from the Irish Chancery. Beyond this we cannot find sufficient authority to go.

[570]*570There is one reported case in Massachusetts, which goes to the extent of allowing the testimony to come in, so as to affect all who take under the will, 1 Pick. Rep. 192. But it is unsustained, and is considered irreconcilable with the general doctrine laid down, both there and elsewhere. Let a community of purpose or joint interest be first made out between all the legatees, and then the admission of one may bind the rest, not otherwise. It is said, that if the will was procured by fraud or undue influence, that the whole will must fail, and the innocent legatees suffer in common with the guilty. True, but how is the fraud or undue influence to be established ? By independent proof and not by acknowledgements of one of the parties. Take a stronger case. Here is a will coerced by the duress of A. A. and B. being both legatees. Is it allowable to prove the duress by the confessions of A. to the prejudice of B. ? Upon principle, we hold not. Phelps vs. Hartwell, 1 Mass. Rep. 71.

[2.] Now, any acts or declarations in connection with those acts, by John L. Lewis, in reference to the will, are competent evidence. His application to counsel to write a will for Philips, and what he said at the time, as well as what he did, can be testified to, even should the effect be to set aside*the whole will. This testimony stands upon a different footing.

[3.] The answer of Dr. Lyon, that “he thought” it was John L. Lewis, that told him so and so, is objectionable for uncertainty. He ought to be positive that it was John L. Lewis that made the statements to which he testifies. The repetition of mere oral statements is subject, at best, to much, mistake, and can only be satisfactory when deliberately made and precisely identified. It would seem therefore, that there ought to be no uncertainty as to the person who made them.

Our first impression was, to exclude the proof of the decree in chancery, and the sale under it, for irrelevancy; but, up[571]*571on further reflection, we concluded, that as it was a breach of trust, on the part of the guardian to obtain this decree, and sell the property under it, it might serve to show the strong motive he had to prpcure the will to be made for his indemnification.

[4.] We see no sufficient reason why the long dialogue which was held at sundry times and places between Lyon and Lewis should not the whole of it, be admissible. Lewis understood distincty what Lyon charged. He had an opportunity of speaking and denying it. It was calculated to call forth a reply from one so situated, and yet, to many things said, he was silent — others he answered. His passiveness must be construed into acquiescence as to the rest. Indeed he admitted the main facts, and justified himself upon the ground, that it was necessary to get the will made to disinherit the Phillipses. This was a feigned reason, and Lewis was too intelligent not to have known it.

[5.] We come now to the charge of the Court.

Respecting the sanity of the testator, the Court charged that, be the testator wise or unwise, yet he was capable of willing his property unless totally deprived of reason.” It is complained that the rule thus stated, as to the standard or measure of testamentary capacity, is wrong.

We are not prepared to say that even this language is too strong. The English Courts say upon this subject, Courts will not measure the degree of understanding, and say that a weak man, provided he is out of the reach of a commission, may not give as well as a wise man,” and case upon case can be cited which go to the extent of deciding that unless the failure of understanding be quite total, reaching to the testator’s forgetfulness of his immediate family and property, he is not disqualified from making a will. The weak have the same rights with the prudent and strong-minded, to dispose of their property; and if imbecility, and not a total absence or perversion of mind, should constitute inability to act, it is impossible to draw any clear line of demarcation — [572]*572one which would be practicably available. At the same time, I would add, that weakness of mind, which does not amount to testamentary incapacity, may be given in evidence, for the purpose of showing, that the testator might, for that reason, be more easily influenced by others. Nay, more, if it be made out by proof, that a dominion is acquired by any person over a mind of sufficient sanity, for general purposes, and of insufficient soundness and discretion to regulate his affairs in general, yet if such a dominion or influence were acquired over him, to prevent the exercise of such discretion, it would be equally inconsistent with the idea of a disposing mind, and would certainly destroy the will.

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Bluebook (online)
21 Ga. 552, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morris-v-stokes-ga-1857.