Phelps v. Beard

176 N.W. 406, 209 Mich. 266, 1920 Mich. LEXIS 603
CourtMichigan Supreme Court
DecidedFebruary 27, 1920
DocketDocket No. 22
StatusPublished
Cited by6 cases

This text of 176 N.W. 406 (Phelps v. Beard) is published on Counsel Stack Legal Research, covering Michigan Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Phelps v. Beard, 176 N.W. 406, 209 Mich. 266, 1920 Mich. LEXIS 603 (Mich. 1920).

Opinion

Sharpe, J.

The last will and testament of John Williams, an aged resident of Montcalm county, was admitted to probate on the 9th day of May, 1918. Jennie V. Beard, a daughter of the testator, appealed from the order of admission to the circuit court. After the testimony in that court had all been submitted, the jury, under the direction of the trial judge, rendered a verdict affirming such order. The contestant brings the matter here for review, the allegations of error all relating to such action of the trial judge.

The claim of the contestant is that there was competent testimony tending to show the mental incompetency of the testator to make a will, and also that undue influence had been exercised over him in its execution. The trial judge, in directing the jury, said:

“In this connection I want to say to you there is no sufficient evidence in this case to warrant the jury in guessing at whether he was competent or not. There is no sufficient evidence to indicate 'that he was not competent to make a will. The proof is otherwise. The testimony even on the part of the two contestants substantiates that view in my opinion. Many times discussions were had reaching right up to a point even after the time this will, was made in relation to his business matters with them and his ’dealings with them, whether théy owed him or not, when they did to balance up or give notes, what he said at various times about selling some of his land and buying other lands, measuring up values, everything on the part of the contestants'in the testimony goes to strengthen the view that he wasi competent toj make a will. He could take into consideration the extent of his property, the ordinary methods of doing business, that he expressed himself as to how he wanted the property to be taken care of, offering to sell and a refusal on the part of the contestants to accept the offer, his discussing the fact that he had made a will and was here at the judge of probate’s office in the presence of other parties and how it was done. It seems to me that for a man of eighty-three years old he was possessed [268]*268of that vigor, mentality and capacity necessary to make a will.
“There is one other question left and that is the question of whether undue influence was exercised upon him, whether any question of evidence ought to go to the jury or whether it was simply a suspicion_or a guess. In order to be undue influence it must be influence exerted over his mind that he did not make a will according to his intentions. In other words, somebody else’s will or mind was substituted for his by coercion or by not — not always easy to define that so it is understood by the layman, but it must be something that operates upon his mind to lead him away from his own intentions and make it the will of those that had influence over him. Simply kindness to him, or his being there at the home of other parties, or having an opportunity is not sufficient, standing alone, of itself to indicate undue influence was used.
■ “I find an absolute lack of proof in this case to leave to the jury for them to guess at or presume there might have been undue influence used. There must be some substantial testimony to be submitted to the jury and for them to say how strict or how much it would be.
“I think this case lacks that quality of testimony to submit to the jury.”

As this is not a case in which the duty rested on the trial judge to weigh the testimony, but his action, to .be justified, must have been based on a lack of any competent evidence to submit to the jury on the questions presented, it becomes the duty of this court to carefully examine the record. The extreme age of the testator, and the fact that at the time the will was made he and his wife were living with the proponent as members of the family, entitle the contestant to a very careful scrutiny of the proofs as submitted.

The testator had but two children, Mrs. Phelps and Mrs. Beard. In 1912, apparently with the consent of these daughters and their husbands, he made a will, in which he devised all of his personalty to his wife. He at that time possessed two farms, on which the [269]*269daughters and their families severally lived. This will provided that his wife might live with either daughter, as she might choose, and that the other should pay her $12.50 per month so long as she lived-A joint life estate was devised to Mrs. Phelps and her husband of the 100 acres of land on which they lived, with remainder over to their children then living. A similar estate was devised to Mr. and Mrs. Beard in the 80-acre farm they were then occupying, with a similar remainder over. There was a provision that, in case of the death of a grandchild with issue, such issue should take the share of the child-This will was drawn by Mr. Griswold at his office in. Greenville.

The will admitted to probate was prepared by Mr. Miller, the prosecuting attorney then and now of Montcalm county, at his office in Stanton, May 28, 1917. Pie testified that Mr. Phelps came to the office with testator, but left before the will was talked about. After giving instructions about it to Mr. Miller, testator went out. The will was prepared, but before execution Miller met testator on the street and he told him of a change he wanted made therein. A new will was prepared by Miller and executed by testator, at his request, in the back part of a store, as it tired bim to climb the stairs. This will differed from that executed in 1912 in that it gave to Mr. and Mrs. Phelps the fee title in the 100-acre farm. It gave the remainder over in one 40 of the Beard farm to one of the Phelps children and provided that, in the event of the death of the Beard child, they having only one, before his father and mother, the remaining 40 should go to the then living children of Mr. and Mrs. Phelps. It charged the land devised to Mr. and Mrs. Phelps with the support and maintenance of the testator’s wife during her life. The material difference between it and the one earlier drawn on the same day was in the [270]*270provision relative to the one 40 of the Beard 80 going to the Phelps children in case of the death of the Beard child before his father and mother. In the first will drawn that day, the remainder over was devised to the Beard child unconditionally. ■

We have stated the provisions of these several wills at some length, as counsel for contestant insists that the last will is so unfair to the Beard family as to raise an inference that its execution was procured by undue influence. It should also be stated that Mr. Beard had made very considerable improvements on the 80 acres, as he claims in reliance on the provisions of the 1912 will.

The testator died on March 18, 1918. Mr. and Mrs. Phelps had four children and, as before stated, Mr. and Mrs. Beard had but one. There is considerable testimony tending to show that the relations between testator and Mrs. Beard had not at all times been very friendly. The testator was 82 years of age at the time the 1917 will was made. In 1907 he had had a severe illness, and his life was despaired of. He was affiicted with Bright’s disease and heart trouble. The physician who then attended him, Dr. Black, died before 1917. Dr. Pinkham, of Belding, who had- consulted with Dr. Black in 1907, prescribed for him at his office from time to time. In October, 1917, he was called to attend him at the home of Mr. and Mrs. Phelps. He testified:

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Cite This Page — Counsel Stack

Bluebook (online)
176 N.W. 406, 209 Mich. 266, 1920 Mich. LEXIS 603, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phelps-v-beard-mich-1920.