Rivard v. Rivard

66 N.W. 681, 109 Mich. 98, 1896 Mich. LEXIS 806
CourtMichigan Supreme Court
DecidedMarch 31, 1896
StatusPublished
Cited by57 cases

This text of 66 N.W. 681 (Rivard v. Rivard) 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
Rivard v. Rivard, 66 N.W. 681, 109 Mich. 98, 1896 Mich. LEXIS 806 (Mich. 1896).

Opinion

Grant, J.

(after stating the facts).

1. The court did not err in refusing to instruct'the jury that there was no evidence of undue influence. It must be borne in [110]*110mind that the first will was a fairly equitable division of the testator’s property among his children. This was in accordance with the natural affection which every father is supposed to have for his offspring. There is no evidence that any influence was exercised over Mr. Rivard in the execution of that will, or that there was then any alienation of affection between him and any of his children. If the case had been tried upon the theory that this will was valid, and must stand, although it were established that the codicils were invalid on account of undue influence or inconipetehcy, a different and important question, upon which we find no decision by this court, would have been presented. It was, however, presented to the court and jury upon the theory that the execution of a codicil is a re-execution of the entire will, and that, if there was such undue influence or incompetency as would invalidate the codicils, it would invalidate the entire will. All through the trial the original will and the codicils were referred to as one will. No request was made to instruct the jury upon this theory. It was raised in this court for the first time. Cases will be reviewed by the appellate courts upon the points and theories presented to the nisi prius courts. No better illustration of the justice of this rule can be found than the present case. Had the proponents desired to make this issue, it was their clear duty to have done so in the court below. We therefore refrain from discussing this question, or commenting upon the authorities cited.

Soon after the execution of the original will, Mr. Rivard commenced, by codicils, to diminish the shares of some and increase those of others, until finally, by these codicils and deeds of conveyance, he had practically disinherited all but Paul and Ephraim, and left to them almost the entirety of a property worth between $250,000 and $400,000. Some of those whom he thus disinherited were in more need of his bounty than Paul and Ephraim, because they were less able to take care of themselves, and were possessed of less property. Every person will [111]*111naturally say that some good reason, must be found to account for such a disposal of a large property by a parent. Undue influence is not exercised openly. Like crime, it seeks secrecy in which to accomplish its poisonous work. It is largely a matter of inference from facts and circumstances surrounding the testator, his character and mental condition as shown by the evidence, and the opportunity possessed by the beneficiary for the exercise of such control. Marx v. McGlynn, 88 N. Y. 357; Hartman v. Strickler, 82 Va. 237; Porter v. Throop, 47 Mich. 324. It is unnecessary in this case to go to the extent of the holding in Marx v. McGlynn and Hartman v. Strickler, to the effect that the presumption of undue influence arises from the fact that the will is in disregard of a parent’s natural affection. Ephraim lived at home, with his father, for about five years before his death. Paul was a frequent visitor, and in consultation with him. There is evidence on the part of the contestants that Mr. Rivard made remarks against his son Charles after his interviews with Paul, and spoke about fixing matters differently. The learned circuit judge submitted this question to the jury, and, upon a motion for a new trial, refused to disturb the verdict. ■ We think he was correct, in that there was substantial evidence for the consideration of the jury.

2. Three witnesses, named Lodewyck, Prech, and Gore, testified that, in their opinion, Mr. Rivard was of unsound mind. The objection made to the inquiry propounded to Lodewyck and Prech was that it was “incompetent, and any inquiry as to his mental soundness or unsoundness must be confined to the time' the will was made, and the codicils.” Under this objection, counsel can now complain only of the second reason for their objection. The objection that it was ‘ ‘ incompetent ” is too indefinite. The term includes many reasons which counsel might have had in mind, but which were not apparent to the court.

In Ward v. Ward, 37 Mich. 258, the objection made [112]*112was that the question was “incompetent, irrelevant, and immaterial.’.’ The court said:

“The ground of the objection was not stated at all, and, considering the circumstances, the point now urged was not so obvious as to probably occur to the judge’s mind on the tender of a general objection. The plaintiff in error is therefore not entitled to insist on the ground here taken.”

In Stevens v. Hope, 52 Mich. 65, it is said:

“Objections made in this form are not entitled to notice, unless it happens that the true point of objection is too palpable to call for anything more definite.” See, also, Brown v. Weightman, 62 Mich. 557; Seventh-Day Adventist Pub. Assn. v. Fisher, 95 Mich. 274.

Counsel cannot now raise the point that these witnesses had not shown sufficient facts and knowledge upon which to base an opinion.

To similar questions propounded to the witness Gore, the specific objection was made that he had not shown sufficient knowledge on his part to give an opinion. We are all of the opinion that this witness’ testimony was competent. He had described looks and actions and language inconsistent with a normal state of mind. We deem it unimportant to state his testimony.

3. Dr. Johnson, a medical expert upon insanity, was produced as a witness for the contestants. A very long hypothetical question was propounded to him. It assumed the existence of certain facts, as all such questions do, which contestants claim they had given testimony to prove. After the statement, the question was, “What have you to say as to the mental condition of this man, from the time of his wife’s death down to' his death?” The answer was, “The history seems to be that of an insane person, so far as I can judge from the question.” After this was answered, a second question was propounded, asking for the witness’ opinion whether Mr. Rivard was “capable of comprehending his moral obligations to others, and the proper objects of his [113]*113bounty; the relations of his children and grandchildren to him; the situation and disposition of his property so as to bold these in mind; bis obligations to others; his consideration of the objects of his bounty; his property, and the extent of it,—so as to be able to make this will and these codicils of his own understanding.”

It is now urged that this question was incompetent because it includes certain facts which are indicative of sanity, rather than insanity, and that the jury were given to understand by the question that they were inserted as indicative of insanity. No such objection was made upon the trial, and it will not now be considered by us. The court, of its own motion, did modify some of the hypothetical statements, which were eliminated from the question. If counsel for proponents objected to other statements, .they should have called the attention of the court to them. The usual and better practice is to first introduce all the evidence to support the assumed facts stated in the hypothetical question.

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Bluebook (online)
66 N.W. 681, 109 Mich. 98, 1896 Mich. LEXIS 806, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rivard-v-rivard-mich-1896.