Neal v. Caldwell

34 S.W.2d 104, 326 Mo. 1146, 1930 Mo. LEXIS 705
CourtSupreme Court of Missouri
DecidedDecember 31, 1930
StatusPublished
Cited by22 cases

This text of 34 S.W.2d 104 (Neal v. Caldwell) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Neal v. Caldwell, 34 S.W.2d 104, 326 Mo. 1146, 1930 Mo. LEXIS 705 (Mo. 1930).

Opinions

This is an action to probate a will alleged to have been destroyed by the testator as the result of undue influence and an unsound mind. The jury returned a verdict in favor of plaintiffs (proponents) and established a certain paper writing, averred to be, in substance and effect, a copy of her will, as the last will and testament of Mary L. Robinson, deceased. The defendants, her heirs at law, appealed.

The evidence for plaintiffs warrants the finding that Mary L. Robinson, hereinafter called testatrix, in October, 1924, placed in the kitchen stove and destroyed by burning a will which she had executed in May, 1920, and which was subscribed by her and witnessed by G.L. Hulen and J.B. Owings in her presence and the presence of each other. She declared to them that it was her will. The will provides, summarized, that, after the payment of debts and expenses of last illness and funeral, her property shall be divided into fourteen equal shares and distributed one share each to the seven brothers and sisters of her deceased husband, or their heirs, and one share each to her seven brothers and sisters, or their heirs.

J.B. Robinson was the husband of Mary L. Robinson, testatrix. He died in 1914, leaving testatrix, his widow, and their son, Garland. Garland died in 1916 and left surviving him his wife and his mother, testatrix. Testatrix died August 28, 1926, leaving as her heirs at law the defendants herein. At the time of her death, testatrix possessed personalty valued at $30,000, and more than 420 acres of land in Boone County. Testatrix resided on a farm owned by her, with others who operated it as tenants. On February 22, 1921, Rob Riley, the husband of Minnie Riley, a defendant, became the tenant of testatrix under a contract. Rob and Minnie, niece of testatrix, moved to the home of testatrix, and occupied the homestead with testatrix under the rental contract providing for her board. Two men, one a brother of testatrix and the other a brother of Minnie Riley, also resided there. Testatrix until her death, resided with Rob and Minnie Riley; however, about September 1, 1925, Rob and Minnie Riley moved their residence *Page 1153 to Sturgeon, taking testatrix with them. While living with the Rileys, both on the farm and at Sturgeon, testatrix occupied a room to herself. At her death testatrix was aged about eighty years. Until December 10, 1923, when she was stricken with pneumonia, she was a healthy, vigorous woman. She was very ill during the attack and never entirely recovered from its effects. She improved and went about during the summer and fall of 1924, accompanied by others, visiting neighbors, transacting some business and going to the town of Clark.

A Mrs. Robertson was her nurse from the inception of her illness until about March 1, 1924. Mrs. Oma Roberts succeeded her and remained until September 1, 1924. From then until November 10, 1924, testatrix was without a nurse, except that Minnie Riley and possibly others gave her attention as needed. Various nurses were in attendance thereafter until her death. For many years her hand had been crippled. Succeeding the pneumonia, she was in feeble health and suffered from an infected tooth and the effects of age.

Prior to 1920, testatrix transacted at least a portion of her banking business at the Bank of Clark, of which S.P. Hulen was the cashier. She advised with him and he attended to her banking business, made loans and collected interest. This relation continued until shortly prior to her illness. In May, 1920, on a visit to the Bank of Clark, she advised Mr. Hulen of her intention to execute a will and requested him to write it, which was accordingly done. Testatrix subscribed the will and two witnesses attested it as such in her presence and in the presence of each other, although Mr. Owings stated that he did not see testatrix subscribe it. S.P. Hulen testified that he wrote only one will for testatrix, and that G.L. Hulen and J.B. Owings witnessed it. G.L. Hulen testified that he witnessed but one will for testatrix. Rob Riley, husband of defendant Minnie Riley, with whom testatrix lived, testified that testatrix, in October, 1924, placed in a stove and burned a will signed by her and which was witnessed by George (G.L.) Hulen and Mr. (J.B.) Owings.

S.P. Hulen was the only witness testifying to the terms of testatrix's will. Testatrix brought a memorandum of names with her, and he used it in writing the will. After her death he wrote a copy of the will from memory, without the benefit of the memorandum, for he had not then found it. When his deposition was taken, he failed to disclose that he possessed such memorandum, although he produced it at the trial. One line of the memorandum was in the handwriting of testatrix. He did not keep a copy of the original will, but the copy prepared by him after her death was substantially the same as the original. It may be that the given names of the beneficiaries were substituted for initials or vice-versa, but the disposition of the property was precisely the same in the copy as in the original. It may be that some difference in phraseology obtains, but substantially none. *Page 1154 He stated that he failed to recall the names of the distributees without investigation, but that it was not impossible for him to remember that the will of testatrix distributed her property equally among her seven brothers and sisters, or their heirs, and among her husband's seven brothers and sisters, or their heirs. The only question was to discover who they were and their number to write an exact copy. It was admitted by the parties that the petition correctly set forth the heirs of testatrix and her husband.

The evidence shows that testatrix stated that Mr. Robinson's heirs ought to have a portion of her property, for he had accumulated it. She maintained an affection for her husband's brothers and sisters, and frequently remarked that she intended to make provision for them equally with her own relatives.

Her will, upon its execution, remained in a tin box of the testatrix in the vaults of the Bank of Clark, but the box and the will were removed to her home shortly before or shortly after she became ill.

On December 10, 1923, testatrix was stricken with pneumonia and remained dangerously ill until March, 1924, when the disease was broken. Nephritis then appeared and continued for six weeks. The diseases left her in a weak and feeble condition during the remainder of her life. She also developed a heart lesion, which finally caused her death.

I. Defendants first contend that plaintiffs' evidence was not clear and convincing (a) that the alleged copy of testatrix's will was a true copy, and (b) that the will destroyed by the testatrix in October, 1924, was the will drafted by S.P. Hulen and executed by testatrix in May, 1920.

The facts, that testatrix executed a will in May, 1920, drafted by S.P. Hulen and witnessed by George L. Hulen and J.B. Owings; and that testatrix was of sound mind at the time she executed the will; and that she destroyed a will in October, 1924, by placing it in the kitchen stove and burning it, do not appear to be controverted. The rules of law applicable toContents. defendants' contentions are, first, that secondary evidence of the contents of a lost or destroyed will is admissible (Charles v. Charles (Mo. Sup.), 281 S.W. 417; 28 R.C.L. 382. par. 386; 40 Cyc. 1297); second, that one witness is sufficient to establish the contents of a lost or destroyed will (Graham v. O'Fallon, 4 Mo. 601; Dickey v. Malechi, 6 Mo. 177; Charles v. Charles (Mo. Sup.), 281 S.W. 417).

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Bluebook (online)
34 S.W.2d 104, 326 Mo. 1146, 1930 Mo. LEXIS 705, Counsel Stack Legal Research, https://law.counselstack.com/opinion/neal-v-caldwell-mo-1930.