Southworth v. Adams

22 F. Cas. 837, 11 Biss. 256
CourtU.S. Circuit Court for the District of Eastern Wisconsin
DecidedMay 15, 1882
StatusPublished
Cited by7 cases

This text of 22 F. Cas. 837 (Southworth v. Adams) is published on Counsel Stack Legal Research, covering U.S. Circuit Court for the District of Eastern Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Southworth v. Adams, 22 F. Cas. 837, 11 Biss. 256 (circtedwi 1882).

Opinion

DYER, District Judge.

Upon the facts as developed by the proofs several questions arise: First, can secondary evidence be given of the contents of the alleged will? secondly, if so, is the evidence of the execution, contents, and existence of the will adequate? and, thirdly, if the will is duly proven, sincé it was not found after the death of the testator, was it or not destroyed by him animo revoeandi?

1. In this class of cases it was at one time somewhat questioned whether secondary evidence of the existence and contents of a will is admissible, and whether the declarations of the testator concerning the will may be shown, to establish its contents and the probability or improbability of its destruction by him. It is now, however, fully settled, both in England and in this country, that such declarations are admissible, and that secondary evidence may be resorted to for the purpose stated. Colvin v. Fraser, 2 Hagg. Ecc. 266; Sugden v. Lord St. Leonards, 17 Moak, Eng. R. 453; Weeks v. McBeth, 14 Ala. 474; Patterson v. Hickey, 32 Ga. 156, and Betts v. Jackson, 6 Wend. 173.

2. Counsel for the defendant Mrs. Adams dispute the genuineness of the alleged will, or rather deny that adequate proof is made of its contents. The rule is well established that the burden is on a party setting up a lost will to prove its execution and contents by strong, positive, and convincing evidence. Newell v. Homer, 120 Mass. 280. The execution and contents of the will in question are, in my opinion, satisfactorily proved. The attorney who drew the will and witnessed its execution testified upon the subject positively and circumstantially. Another witness of unquestioned character testified that at the time when the will is alleged to have been executed he was called to the attorney’s office to witness its execution; ; iat Mr. De Forest duly executed it in his presence, and requested him to sign it as a witness, and that he put his signature thereto as such witness. It is true that the age of Mr. De Forest is stated in the copy of the will now produced to have been 74 years, when in fact he was then 75 years old; and it is also true that the contents of the will are stated by the attorney from memory; but, notwithstanding the error in the statement of the testator’s age, and the necessary dependence upon recollection in giving the contents of the will, I cannot reasonably doubt, in the face of all the other facts and circumstances proven, that the will was executed, as claimed by the complainant. The attorney appears to have been aided in his recollection of its contents by reference to a form book containing the form of a will, which he says he uniformly used in drawing wills similar in general form and character to this. Mr. De Forest subsequently exhibited the document, and, as will fully appear when another branch of the case is considered, made declarations to the effect that it was his will. Before the will was drawn he prepared a memorandum in pencil of the different bequests he desired to [839]*839make, and it is shown that the will was drawn mainly under his dictation, with the memorandum before him. This paper was found after his death, and, as to amounts and names of legatees, corresponds with the copy of the will now produced, except that the memorandum makes no mention of a residuary bequest in favor of Mrs. South worth. It is true that a copy of the will was made after the memorandum was found, but the fact of the existence of the memorandum strongly corroborates the claim that a will was drawn and executed; and, as the will is simple in its provisions, and as the memory of the attorney was aided by the memorandum in the handwriting of the deceased, and by such circumstances as are proven to have existed in connection with the transaction, it would seem not to have been very difficult for him to recall the essential parts of the instrument. In Sugden v. Lord St Leonards, supra, it was held that the contents of a lost will may be proved by the evidence of a single witness, though interested, whose veracity and competency are unimpeached; and in that ease the principal testimony upon which a very complicated will was established was that of one witness, who was a beneficiary under the will. Without discussing at length the testimony bearing on this question, I hold ■without hesitation that the execution and contents of the alleged will are sufficiently proved, and I may add that I regard this the least difficult question of fact in the case.

3. The remaining and more serious question is, can the will, under the proofs in the case, be established as a lost instrument, and be held operative as a continuing testamentary disposition, or must the conclusion be .hat it was destroyed by the testator animo '•■¡vocandi? The problem here presented is one not free from serious difficulty, since the facts which support the opposing claims of the parties stand in strong array against each other. The principle of law involved is a very simple one, namely, that where a will is proved to have been ma'de, and the testator thereafter had the custody of it, if after his death it cannot be found, the presumption is that he destroyed it animo cancellandi. The courts have differed somewhat in relation to the precise nature of this presumption. Whether, properly speaking, it be of law or of fact, it is well settled that the presumption is not conclusive, but may be rebutted and overthrown. In Brown v. Brown, 8 El. & Bl. 886, Lord Campbell said: “After execution, the will was delivered to the testator, and it is never seen in any other custody. The testator said he should take it to his bankers, but he never did so, and on his death, though it has been searched for, it has not been found. It must therefore be considered as destroyed, and I think the presumption is that the testator destroyed it. That is a reasonable presumption, as he had the last custody of it, and it is not forthcoming. Whether this is a presumption of fact or a presumption of law, liable to be rebutted, is not material. These facts give rise to a presumption shifting the onus of proof. As early as 1754, in Helyar v. Helyar, Lee, Ecc. 472, we find a great judge, Sir George Lee, laying down these principles and acting on them, nor have they ever been doubted since. In Welch v. Phillips, 1 Moore, P. C. 290, another very great judge, the present Lord Wensleydale, lays down the principle that this is a presumption of fact to prevail unless rebutted, and the same doctrine is laid down in Cutto v. Gilbert, 9 Moore, P. C. 131, by another great judge, Hr. Lushington, than whom no one has had more experience in such cases.” Crompton, J., in a concurring opinion, said: “The main question is whether the second will was destroyed by the testator animo cancellandi. The cases cited establish what the course of evidence is. Frequently a state of facts shifts the burden of proof from one side to the other. For instance, in tlie case of a bill of exchange, the presumption is that the holder gave value for it till evidence may be given by the other side that shifts the onus and calls on .him to prove value. Such cases are not presumptions of law which cannot be rebutted, but instances of the course of evidence shifting the burden of proof.”

In Loxley v. Jackson, 3 Phillim. Ecc. 120, it was held by Sir John Nicboll that “when a will is not found on the death of a testator, the presumption of law is that it has been destroyed by him.”

In Colvin v. Fraser, 2 Hagg. Ecc.

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Bluebook (online)
22 F. Cas. 837, 11 Biss. 256, Counsel Stack Legal Research, https://law.counselstack.com/opinion/southworth-v-adams-circtedwi-1882.