Shailer v. Bumstead

99 Mass. 112
CourtMassachusetts Supreme Judicial Court
DecidedMarch 15, 1868
StatusPublished
Cited by166 cases

This text of 99 Mass. 112 (Shailer v. Bumstead) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shailer v. Bumstead, 99 Mass. 112 (Mass. 1868).

Opinion

Colt, J.

Several questions arising upon the admission and rejection of evidence at the trial are presented by this report. One of the most important, whether we regard its practical consequences, or the apparent, and to some extent real, conflict of authority, relates to the admissibility of the declarations of the testatrix made after the execution of the will. Such declarations-were offered to sustain the allegations of fraud and undue influence, and ignorance of its contents, and were excluded.

That the instrument which contains the testamentary disposition of a competent person, executed freely and with all requisite legal formalities, must stand as the only evidence of sucn disposal, is generally conceded. Such a will is not to be controlled in its plain meaning by evidence of verbal statements inconsistent with it; nor impaired in its validity and effect by afterthoughts or changes in the wishes or purposes of the maker, however distinctly asserted. It is to be revoked only by some formal written instrument, some intentional act of destruction or cancellation, or such change of circumstances as amounts in law to a revocation.

Any invasion of this rule opens the way to fraud and perjury; promotes controversy; destroys to a greater or less degree that security which should be afforded to the exercise of the power to control the succession to one’s property after death. But the rule assumes that the will sought to be affected has once had a valid existence. It is always liable to be impeached by any competent evidence that it was never executed with the required [120]*120formality, was not the act of one possessed of testamentary capacity, or was obtained by such fraud and undue influence as to subvert the real intentions and will of the maker. The declarations of the testator accompanying the act must always be resorted to as the most satisfactory evidence to sustain or defend the will whenever this issue is presented. So it is uniformly held that the previous declarations of the testator, offered to prove the mental facts involved, are competent. Intention, purpose, mental peculiarity and condition, are mainly ascertainable through the medium afforded by the power of language. Statements and declarations, when the state of the mind is the fact to be shown, are therefore received as mental acts or conduct. The truth or falsity of the statement is of no consequence. As a narration, it is not received as evidence of the fact stated. It is only to bé used as showing what manner of man he is who makes it. If therefore the statement or declaration offered has a tendency to prove a condition not in its nature temporary and transient, then, by the aid of the recognized rule that what is once proved to exist must be presumed to continue till the contrary be shown, the declaration, though prior in time to the act the validity of which is questioned, is admissible. Its weight will depend upon its significance and proximity. It may be so remote in point of time, or so altered in its import by subsequent changes in the circumstances of the maker, as to be wholly immaterial, and wisely to be rejected by the judge.

Upon the question of capacity to make a will, evidence of this description is constantly received; and when the issue is one of fraud and undue influence it is equally material. The requisite mental qualification to make a will might exist, and be entirely consistent with such a degree of weakness, or such peculiarity, as would make the party the easy victim of fraud and improper influence.

The evidence is here offered only to establish the allegations of ignorance of the will, and of fraud and undue influence. The verdict of the jury at a former trial having established, beyond controversy now, that the will was made by one in possession of the requisite testamentary capacity, its admissibility is to be considered only upon the remaining issue.

[121]*121To establish the charge of fraud and undue influence, two points must be sustained: first, the fact of the deception practised, or the influence exercised ; and, next, that this fraud and influence were effectual in producing the alleged result, misleading or overcoming the party in this particular act. The evidence under the first branch embraces all those exterior acts and declarations of others used and contrived to defraud or control the testator; and under the last includes all that may tend to show that the testator was of that peculiar mental structure, was possessed of those intrinsic or accidental qualities, was subject to such passion or prejudice, of such perverse or feeble will, or so mentally infirm in any respect, as to render it probable that the efforts used were successful in producing in the will offered the combined result. The purpose of the evidence in this direction is to establish that liability of the testator to be easily affected by fraud or undue influence, which constitutes the necessary counterpart and complement of the other facts to be proved. Without such proof, the issue can seldom, if ever, be maintained. It is said to be doubtful whether the existence and exercise of undue influence does not necessarily presuppose weakness of mind, and whether the acts of one who was in all respects sound can be set aside on that ground in the absence of proof of fraud or imposition. And it is certain that, however ingenious the fraud or coercive the influence may be, it is of no consequence, if there was intelligence enough to detect and strength enough to resist them.

The inquiry is of course directed to the condition at the date of the execution of the will; but the entire moral and intellectual development of the testator at that time is more or less involved; not alone those substantive and inherent qualities which enter into the constitution of the man, but those less permanent features which may be said to belong to and spring from the affections and emotions, as well as those morbid developments which have their origin in some physical disturbance. All that is peculiar in temperament or modes of thought, the idiosyncrasies of the man, so far as susceptibility is thereby shown, present proper considerations for the jury. They must [122]*122be satisfied, by a comparison of the will, in all its provisions and under all the exterior influences which were brought to bear upon its execution, with the maker of it as he then was, that such a will could not be the result of the free and uncontrolled action of such a man so operated upon, before they can by their verdict invalidate it.

As before stated, the previous conduct and declarations are admissible; and so, by the weight of authority and upon principle, are subsequent declarations, when they denote the mental fact to be proved. For, by common observation and experience, the existence of many forms of mental development, especially that of weakness in those faculties which are an essential part of the mind itself, when once proved, imply that the infirmity must have existed for some considerable time. The inference is quite as conclusive that such condition must have had a gradual and progressive development, requiring antecedent lapse of time, as that it will continue, when once proved, for any considerable period thereafter. The decay and loss of vigor which often accompanies old age furnishes the most common illustration of this. It is difficult to say that declarations offered to establish mental facts of this description are of equal weight, whether occurring before or after the act in question.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Merling v. Merling
633 A.2d 403 (Court of Special Appeals of Maryland, 1993)
Carey v. State
361 So. 2d 1176 (Court of Criminal Appeals of Alabama, 1978)
Teixeira Ex Rel. Teixeira v. Teixeira
37 Haw. 64 (Hawaii Supreme Court, 1945)
In Re Raynolds
27 A.2d 226 (New Jersey Superior Court App Division, 1942)
In Re Dellow's Estate
287 N.W. 420 (Michigan Supreme Court, 1939)
In Re Tobin
163 A. 128 (New Jersey Superior Court App Division, 1932)
Mahan v. Perkins
174 N.E. 275 (Massachusetts Supreme Judicial Court, 1931)
Meyerovitz v. Jacobovitz
160 N.E. 331 (Massachusetts Supreme Judicial Court, 1928)
McMann v. Murphy
156 N.E. 680 (Massachusetts Supreme Judicial Court, 1927)
Taylor v. Taylor
247 P. 174 (Supreme Court of Colorado, 1926)
Brady v. Doherty
149 N.E. 198 (Massachusetts Supreme Judicial Court, 1925)
Rowley v. Cole
138 N.E. 568 (Massachusetts Supreme Judicial Court, 1923)
Cook v. Mosher
243 Mass. 149 (Massachusetts Supreme Judicial Court, 1922)
Becker v. Becker
130 N.E. 843 (Massachusetts Supreme Judicial Court, 1921)
Goldsmith v. Gryzmish
130 N.E. 671 (Massachusetts Supreme Judicial Court, 1921)
Rowe v. Collamore
130 N.E. 181 (Massachusetts Supreme Judicial Court, 1921)
Neill v. Brackett
234 Mass. 367 (Massachusetts Supreme Judicial Court, 1920)
Boston Safe Deposit & Trust Co. v. Bacon
229 Mass. 585 (Massachusetts Supreme Judicial Court, 1918)
Emery v. Emery
111 N.E. 287 (Massachusetts Supreme Judicial Court, 1916)
Dick v. Colonial Trust Co.
89 A. 907 (Supreme Court of Connecticut, 1914)

Cite This Page — Counsel Stack

Bluebook (online)
99 Mass. 112, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shailer-v-bumstead-mass-1868.