Snodgrass v. Smith

42 Colo. 60
CourtSupreme Court of Colorado
DecidedJanuary 15, 1908
DocketNo. 5316; No. 2954 C. A.
StatusPublished
Cited by15 cases

This text of 42 Colo. 60 (Snodgrass v. Smith) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Snodgrass v. Smith, 42 Colo. 60 (Colo. 1908).

Opinion

Mr. Justice Campbell

delivered the opinion of the court:

In a will contest in the district court, upon an appeal from the county court, the parties are entitled to have the issues tried by a jury. This, however, does not mean that the court in every case must submit the issues of fact'to a jury. On the contrary, the court has the same power in will contests to direct a verdict as in ordinary civil actions, subject likewise to the same limitations. The question, therefore, whether the court committed error in directing the jury to return a verdict in favor of the contestant is to be determined by the rules applicable in [63]*63ordinary civil actions. — Clough v. Clough, 10 Colo. App. 433; s. c. 27 Colo. 97; In re Shell’s Estate, 28 Colo. 167, 16 Enc. Pl. & Pr. 1040, and cases cited; Purdy v. Hall, 134 Ill. 298; see, also, In re Shapter’s Estate, 35 Colo. 578.

In every case a testator must know the contents of Ms will. Ordinarily, where the will has been executed under the formalities prescribed by law, and proof thereof has been made by the subscribing witnesses, the testator’s hare signature to the will is taken as proof thereof, and it will be presumed that the will had been read by or to him, and. that he was aware of its contents. — Purdy v. Hall, supra; 1 Underhill on Wills, § 137; 2 Mills ’ Ann. Stats. § 4670.

The burden of proof is primarily upon the proponent of a will to show its execution in accordance with the requirements of the law, and that the instrument is the free and voluntary act of the testator. Likewise, the burden of proof to show undue influence is upon the one who asserts it.

All of the evidence was clear to the point that the testatrix was of sound »mind and memory at the” time of the making of these instruments. No question was raised below as to the sufficiency of the proof upon this question, and appellee seems to concede her mental capacity. There was no direct evidence that any undue influence was exerted by proponent over testatrix at any time, and the only ground relied upon in the contestant’s motion for a directed verdict (and supposedly it was upon that ground that the motion was granted) was that, since it was admitted by the proponent that she herself drew the will and wrote herself in as a legatee, thus taMng a portion of the proceeds of the estate to the detriment of the natural heir, this circumstance required proponent, as a matter of law, to present [64]*64stronger evidence in relation to sncli will than is the rule in ordinary cases.

Such is, in effect, the language of the motion, but it seems from the briefs 'of counsel for appellee that his contention, .fully stated, which the district court conceded, is that, in addition to proof by the subscribing witnesses that the testatrix executed the will in accordance 'with the formalities prescribed by statute, it was necessary to show that before she signed the will it was either read to or by her. And counsel further claims that the presumption of undue influence arising from the fact that proponent drew this will and was a legatee thereunder is a presumption of law of sufficient strength to warrant the court in refusing probate thereto.

It is doubtless true that in some of the opinions in cases where the scrivener of the will was executor and legatee, there are expressions bearing out this claim. But the better considered cases do not go so far. The better rule is that this circumstance at most raises a suspicion, strong or weak, or, in some cases, of no force at all, depending on all the attending circumstances, which should, in a proper case, cause the court to require of proponent, in addition to proof of formal execution, other clear and satisfactory evidence, not necessarily that the will was read to or by the testator, but that he knew its contents, and was free from undue influence. Perhaps the rule has never been more clearly expressed than by the learned Baron Parke in the leading case of Barry v. Butlin, 1 Curteis 637. In referring to a case like the one before us, and with respect to a contention similar to that made here, the learned judge said:

“If it is intended to be stated as a rule of law, that in every case in which the party preparing the will derives a benefit under it, the onus probandi is shifted, and that not only a certain measure, but a [65]*65particular species of proof is, therefore, required from the party propounding the will, we feel bound to say that we concede the doctrine to be incorrect. * * * And it cannot be that the simple fact of the party who prepared the will, being himself a legatee, is in every case and under all circumstances, to create a contrary presumption, and to call upon the court to pronounce against the will, unless additioual evidence is produced to prove the knowledge of its contents by the deceased: * * * All that can be truly said is, that if a person, whether attorney or not, prepares a will with a legacy to himself, it is, at most, a suspicious circumstance of more or less weight, according to the facts of each particular case.”

In 1 Underhill on Wills, § 137, this language of Baron Parke is quoted with approval, and the learned author says: “The safer and more correct statement of the rule is that such a condition of affairs creates no presumption, but merely raises a suspicion which ought to appeal to' the vigilance of the court. ’ ’

See, also, 1 Jarman on Wills (6th ed.) 49; 1 Woerner on Administration (2d ed.) 51; 1 Williams on Executors (Perkins’ Notes), bottom p. 112; Schouler on Wills (3d ed.), §245; 29 Am. & Eng. Enc. Law (2d ed.) 114.

Had there been, at the trial, no other evidence than proof of formal „ execution, the circumstance that proponent wrote herself in as a legatee was not alone sufficient to avoid these instruments. The court might well have called for other proof of knowledge by testator of their contents, if none such had already been produced, and should have submitted the ease to the jury with instructions appropriate to the case as made by all the evidence. But clearly erroneous was the directed verdict in view of other [66]*66pertinent evidence bearing on testatrix’s knowledge of wbat tbe will contained, as a review of tbe salient parts of the evidence demonstrates.

The testatrix and proponent were first cousins. At the time of making the will they were engaged in the business of conducting a rooming and boarding house in the town of Victor. The testatrix had been seriously sick with what proved to be a fatal disease for several weeks before the will was made, and died about two weeks thereafter. Proponent was a good friend of testatrix and nursed and took care of her during her last illness, and had charge of, and managed, their-joint business. One of the witnesses testified that two or three days before the will was signed by the testatrix, she told him that she had made a will and wanted him to sign it as a witness. The will itself was attested by three subscribing witnesses. A few minutes before they were needed they were asked by proponent to come into the sick room to witness its execution.

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Bluebook (online)
42 Colo. 60, Counsel Stack Legal Research, https://law.counselstack.com/opinion/snodgrass-v-smith-colo-1908.