Portner v. Portner's Executors

112 S.E. 762, 133 Va. 251, 1922 Va. LEXIS 96
CourtSupreme Court of Virginia
DecidedJune 15, 1922
StatusPublished
Cited by18 cases

This text of 112 S.E. 762 (Portner v. Portner's Executors) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Portner v. Portner's Executors, 112 S.E. 762, 133 Va. 251, 1922 Va. LEXIS 96 (Va. 1922).

Opinion

Kelly, P.,

delivered the opinion of the court.

Paul V. Portner died on the 29th day of October, 1919, leaving a will dated and executed June 2, 1917, [256]*256whereby he devised' and bequeathed practically all of his estate, valued at about $250,000, to trustees for the sole benefit of his sister, Mrs. Etta P. Meredith, for her life, with remainder in fee to her daughter, Sylvia Meredith.

The testator was about thirty-six years old at the time of his death, and had never married. Surviving him as his heirs and distributees were two brothers, four sisters, and one nephew, son of a deceased brother.

When the will was offered for probate all the heirs and distributees, except Etta P. Meredith, beneficiary as aforesaid, appeared in opposition thereto, and an issue of devisavit vel non was submitted to a jury, which, after a trial consuming many days and involving much testimony, returned a verdict sustaining the will. • Thereupon the circuit court entered judgment admitting the will to probate, and to that judgment a writ of error was awarded by one of the judges of this court.

The probate of the will was opposed on the grounds, first, that it had not been executed in accordance with the formalities required by the statute; second, that the testator was mentally incapable of making a will; and, third, that he had executed the same as the result of undue influence.

The record presented to us comprises over 1,600 pointed pages, and the greater part of it is made up of what purports to be the evidence introduced at the trial. If it were feasible it would not be profitable to set out here anything like a full statement of the alleged evidence. It must suffice to say that after having heard the arguments of counsel on both sides of this controversy, and after having read the printed briefs filed in the cause, we have studied the evidence purporting to be shown by the record, and if this [257]*257evidence were so certified as that we could pass upon it judicially, we would say that the jury was abundantly justified in finding adversely to each of the grounds upon which the will was assailed, and in returning the verdict which is here complained of.

The will was in due form and was attested by three competent witnesses (one more than the statute requires), two of whom testified that the will was both signed and acknowledged by the testator in the presence of all three of them, and one of whom testified that it was not signed in his presence, but that he did attest the signature. Without going further into the particulars of the testimony in this respect, it is sufficient to say that, if it did not overwhelmingly prove the due execution and acknowledgment of the will, it clearly preponderated to that effect, and fully justified the verdict in that particular.

As to the mental condition of the testator, it is true, and is not denied, that he had been drinking heavily a short time prior to the execution of the will, and was not only suffering from the effect of too much indulgence in this way, but was a sick man, in a hospital, under the care of physicans and nurses when the will was made. But the evidence as presented is such as to leave small room to doubt that at the time he signed and acknowledged the will, he fully understood what he was doing, and that the jury could hardly have been expected to reach a different conclusion. In any possible view of the evidence an appellate court could not properly interfere with the verdict in this respect.

As to the remaining ground upon which the will is assailed, the alleged undue influence over the testator, it is safe to say that evidence upon which to base this contention is almost wholly wanting. The [258]*258only direct testimony to that effect is a statement by one of the contestants, a sister of the testator, that some time after the will was executed Mrs. Meredith said to her that she “had seen to it” that Paul had made a will. This is denied by Mrs. Meredith, and the decided weight of the testimony shows that neither Mrs. Meredith nor her husband even knew that the will was to be made, or that it had been made, until some hours after its execution. It seems that in the afternoon of the day on which the will was executed, the testator showed to Mr. Meredith a copy thereof, and that the latter shortly thereafter told his wife about it. Neither Mrs. Meredith nor her husband was present when the will was dictated, or when it was signed, and there is nothing at all in the testimony to indicate that the slightest suggestion was made to the testator by anybody, either that he should make a will, or that he should make it in any particular way. Unless we are to reject positive testimony and indulge in suspicion and conjecture, we must believe from the evidence that on the day before the will was made, the testator himself telephoned his own lawyer, procured an interview with him at his apartment in the Bellevue hotel, in Washington, dictated to him the provisions which he desired to have incorporated in the paper, and that on the next day after the attorney had prepared the will and after the testator had been taken to the hospital, the attorney brought the will there, read it to the testator, who expressed satisfaction with its provisions (and who later, but on the same day, read a carbon copy and again expressed satisfaction with it), and that he thereupon duly signed and acknowledged the paper without aid or suggestion or influence from any source whatever. The original will at his request was retained by his [259]*259counsel, and a copy thereof was left with the testator, who subsequently placed it in one of his safe deposit boxes in his bank, where it was found more than two years later, just ¡after the testator’s death. And it is worthy of note in this connection that in another of his safe deposit boxes were found the only two insurance policies wíiieh the testator had, one of which was made payable, in the event of his death, to his sister, Mrs. Meredith, and the other to his niece, Sylvia, the same persons who were named as beneficiaries in the will.

If nothing but the kinship of the parties appeared, it would perhaps seem strange, though it would not in itself prove undue influence or mental incapacity, that the testator gave practically all of his estate to one sister and her child; but this disposition of the property is satisfactorily explained in the certificate of the evidence which the appellants have presented to us with this appeal. From what appears in that certificate, the jury would have been well warranted in finding that, while he was an affectionate brother and on good terms with all of his brothers and sisters, he was especially devoted to Mrs. Meredith, and that, in view of this fact and of the manner in which he had always treated her, the provisions of bis will were not unnatural.

What has been said would be sufficient (if the record were properly certified) to dispose of the assignment of error based upon the refusal of the court to set aside the verdict as contrary to the evidence, and we shall now advert to the other assignments appearing in the petition for the appeal.

Assignments 1, 2 and 3 are treated under one head in the petition, and we shall deal with them accordingly. They are based upon the refusal of the [260]

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Bluebook (online)
112 S.E. 762, 133 Va. 251, 1922 Va. LEXIS 96, Counsel Stack Legal Research, https://law.counselstack.com/opinion/portner-v-portners-executors-va-1922.