Severance v. Severance

52 N.W. 292, 90 Mich. 417, 1892 Mich. LEXIS 663
CourtMichigan Supreme Court
DecidedMarch 4, 1892
StatusPublished
Cited by27 cases

This text of 52 N.W. 292 (Severance v. Severance) 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
Severance v. Severance, 52 N.W. 292, 90 Mich. 417, 1892 Mich. LEXIS 663 (Mich. 1892).

Opinion

McGrath, J.

This is an appeal from the probate of the will of Charles Severance, deceased.

The probate was contested upon two grounds: (1) Incompetency; and (2) undue influence, exercised by Thomas C. Severance, the residuary legatee. The court took the question of undue influence from the jury, but submitted the question of mental capacity to the jury, and the jury found for proponent.

[418]*418Charlés Severance died July 21, 1887, aged 81 years, leaving five sons and two daughters, viz., Charles L., John, Nathan E., Jotham K., and Thomas O. Severance, and Adelia Williams and Elmina Sherman, as his sole heirs at law. The will in question was executed May 6, 1882. The testator’s weakness was his indulgence of his children. As far back as 1865 he had given -to John and Charles L. $600 each, as advancements upon their shares of his estate. The testimony as to whether Nathan had received any advancement was contradictory, but it does appear that at one time Nathan was interested in the management of the farm, and that the accounts between father and son had been adjusted by arbitration. In 1879 he conveyed to Jotham 40 acres of land alleged to be then worth $1,200. Before this conveyance his estate was valued at $7,000. At this time he had a floating indebtedness of about $600. He had, by indorsements for Jotham, incurred an additional indebtedness of about $2,600, making a total of about $3,200, bearing 10 per cent, interest. To provide for this indebtedness, and to protect the testator from the importunities of certain of his children, a power of attorney, absolute and irrevocable, was, by common consent, and with the knowledge of the children generally, executed by the testator to Thomas C., who took charge of the farm, and with whom the testator lived from that time until the time of his death.

On April 3, 1879, Charles L. Severance, one of the contestants, writes a letter to his sister, in which he says:

“Father’s health is poorly most of the time. Jote [Jotham] has moved away, and Mina is there keeping-house for him. Father has given Ohalkley [Thomas C.] all of his property, both real and personal, in order to secure his living. He done it with my advice. You haven’t any idea about the situation. Mina and John and [419]*419Jote [Jotham] have nearly ruined him. You will be astonished to learn the facts in the case. * * * So you can plainly see that it was time to have something done to save a living for father. Ohalklev [Thomas 0.] has had the property appraised, and the whole value is less than $7,000. The place cannot be rented for enough to pay the interest and keep him. I saw over two years ago how things were going, and said a good deal about it, and went so far as to tell father that if he did not put a stop to it he .would have to go to the poor-house before he died. * * * I hope you will not blame me for bringing about this change, for, as it was, there would never have been anything left for any of us.” '

To take care of the indorsements and of the indebtedness aforesaid, a mortgage bearing interest at 8 per cent.was executed, and this with the knowledge of all concerned.

By the will, Adelia Williams is to receive $1,000, and Elmina Sherman is to receive the income of $500 during her natural life, and at her death that amount is to be paid to her heirs. Then follow these provisions:

“5. The above bequests I hereby declare to be a lien upon my real estate, and to remain such until they have been fully paid and discharged.
££6. Having given to and assisted my other children, except my son Thomas C. Severance, in amounts which at this time I consider all they are entitled to from my estate, and desiring to make this distribution of my property just and equitable so far as possible, I make no provision for them by this will.
££ 7. All the rest, residue, and remainder of my estate, real and personal, I give, bequeath, and devise to my son Thomas C. Severance, to him and his heirs forever, subject only to my debts and the legacies above provided in the will.”

Thus we have an estate, valued at not to exceed $6,000, charged with the funeral expenses, the expenses of administration, a mortgage of $3,200, and legacies amounting to $1,500. The testator had a stroke of paralysis in 1885, and from that time until his death he [420]*420was enfeebled in b’ody and mind. Thomas C. supported his father for eight years prior to his death from the-income of a farm which could not “ be rented for enough to pay the interest and keep him,” and in consideration thereof, and as his share of the estate, Thomas C. received a possible $1,300, out of which he is to pay the funeral expenses and the expenses of administration.

Elmina Sherman, a daughter, is called by contestants, and on cross-examination says:

“About 13 years ago my father talked with me about making a will, and said he thought he ought to give Adelia Williams $1,000, and me $500. I said I was satisfied with her having more than I, because she deserved it. My brother Charley was in the room. I am not satisfied with the will, because it only gives me the use of $500, instead of giving me the $500 outright.”

In January, 1882, testator had a talk with his sister-in-law about making his will, in which he said that he desired to provide for Adelia; that the boys had had their shares; and that it would not do to give anything to Elmina, because her husband would waste it.

The only question discussed in the brief of counsel for appellants is that of undue influence. The facts set up as tending to show undue influence are:

1. That “in January, 1879, the proponent took his father to Pontiac, for the purpose of having the second power of attorney made, and took with him a witness of his own selection.”

The facts are that the first power of attorney was not witnessed or acknowledged, and that the object of the second instrument was its acknowledgment, so that it might be recorded. Thomas C., the father, and one Merritt E. Lamb, who was in the employ of Thomas, went to Pontiac together, and Lamb was present when the instrument was executed. He was not the only witness. There was no secrecy about the execution of [421]*421the powers of attorney. They were executed with the knowledge, consent, and approval of the contestants.

2. On the day that the will is claimed to have been executed “we find the proponent at his attorney's office, with the old gentleman, and a witness from the immediate neighborhood, the son of the man who was guardian of the old gentleman.”

No guardian was appointed until 1885. The testimony showed that Thomas O. took the old gentleman to an attorney's office, and left him there, only saying to the ■attorney that his father wished to do some business. The witness referred to was not the only witness, and he was not there at the suggestion or by the procurement of Thomas C.

3. “ From the time the proponent got possession of his father’s property, in 1879, to the time of the making of the will, the proponent always shadowed his father when there was business of any kind to be done.”

There is absolutely no testimony tending to support this allegation. The only business done was the execution of these powers of attorney and the making of the will.

4. That Thomas C. managed to get all of the proceeds •of the farm.

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Bluebook (online)
52 N.W. 292, 90 Mich. 417, 1892 Mich. LEXIS 663, Counsel Stack Legal Research, https://law.counselstack.com/opinion/severance-v-severance-mich-1892.