Steele v. Helm

16 Del. 237
CourtSuperior Court of Delaware
DecidedApril 15, 1896
StatusPublished

This text of 16 Del. 237 (Steele v. Helm) is published on Counsel Stack Legal Research, covering Superior Court of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Steele v. Helm, 16 Del. 237 (Del. Ct. App. 1896).

Opinion

Grubb, J.,

(charging the jury).

By the decree of the Eegister of Wills of this county, after the death of John Steele, the will in question was admitted to probate October 26, 1892; and said Elinor Steele, having renounced as executrix, her son by her first marriage, Peter T. Helm, the present plaintiff, was duly, appointed the administrator c. t. a. Subsequently for the purpose of having this will rejected and the letters of administration c. t. a. revoked, the defendants in this cause, on their petition filed October 5,1895, obtained the order of the Eegister for a review of the probate thereof. In order to aid his judgment, the Eegister, in the exercise of his lawful authority, has ordered here the issue of fact which is now being tried by you in this Court. That issue or [243]*243question of fact which you are now to try and determine by your verdict is: “ Whether the paper writing bearing date January 29, 1889, and purporting to be the last will and testament of the said John Steele, deceased, is or is not the last will and testament of the said John Steele, deceased.”

Under the law of this State no person shall be deemed capable of making a will either of real or personal estate who is not of the age of twenty-one years or upwards, and of sound and disposing mind and memory. Moreover every will to be valid (except a nuncupative will), whether of personal or real estate, must be in writing and signed by the testator, or by some person subscribing his name in his presence and by his express direction and attested and subscribed in the testator’s presence by two or more credible witnesses. But it is not necessary, under our statute, that said witnesses should so attest and subscribe the will in the presence of each other. If each shall separately attest and subscribe the same in the presence of the testator, it will be sufficient.

But in this case the objection made to this alleged will by the defendants is not on the ground that it was not in writing and actually signed by John Steele and duly attested and subscribed by the prescribed number of credible witnesses in the testator’s presence. The contestants’ real grounds of objection to the validity of said will are, first, that John Steele at the time he executed said will was not, within the meaning of our law, of sound and disposing mind and memory; second, that the will was obtained by what is termed undue influence, which was exerted over his mind to such an extent as to procure a disposition of his property to be thereby made, contrary to his said wishes.

Where the validity of a will is contested, the party seeking to establish it must, in the first instance, prove by satisfactory evidence that the will was in writing, that it was signed by the testator, that it was attested and subscribed in his presence by two or more credible witnesses, and that the testator was twenty-one years of age, or upwards, at the time the will was made. When these facts are shown, as in the present instance, the testator is, in law, [244]*244presumed to be of sound and disposing mind and memory—in other words, to be capable of making a will—until the contrary is shown.

The burden, therefore, is then upon those who object to the validity of the will on the ground either of want of capacity to make it, or undue influence, to establish these objections to the satisfaction of the jury by competent evidence. Neither testamentary incapacity nor undue influence is to be presumed, but each must be satisfactorily shown to the jury by the preponderance or greater weight of the entire evidence in the case before them.

Whether or not the testator was of sound and disposing mind and memory—that is, of testable capacity at the time of making a particular will, is to be determined by the facts, circumstances and opinions constituting the evidence in the particular case. The state or condition of a person’s mind at the time, is a fact to be proved like any other fact in the case; and in order to ascertain this, evidence is admissible to show the state of his mind both before and after the execution of said will. Accordingly either the existence or want of testamentary capacity, or the exercise of undue influence, may be proven by both direct -and circumstantial evidence. But whether such evidence relate to the state of the testator’s mind and situation before, at or after the making of his contested will, yet, to be material, it must tend to show his testable capacity or incapacity, and his free or controlled will, at the very time when said instrument was executed; for that is the essential and precise fact to be determined.

In considering the testimony, if you find that any of the witnesses contradict each other, you must decide between them after viewing the testimony of each in connection with all the facts and circumstances proved in the case, and after considering their relative impartiality and truthfulness, and the comparative qualifications and advantages of each for forming the opinions and observing, apprehending, recollecting and detailing the circumstances and matters concerning which they have testified. When there is a conflict of testimony you must reconcile it if possible. If you can-[245]*245mot do so, then you may reject so much thereof as you deem the less trustworthy and accept 'that portion which you consider the more so, after due deliberation upon all the evidence submitted from the witness stand, and from no other source.

We are now brought to the consideration, for your instruction and guidance, of what is the meaning, in legal contemplation, of what is called a sound and disposing mind and memory,” and “undue influence,” in relation to the validity of a will.

Undoubtedly a testator, in this State, may make his will if, at the time of doing so, he be in possession of a sound and disposing mind and memory and in the exercise of a free and unrestrained will, and may thereby, if he so desire, dispose of his property, justly or unjustly, and leave it, at his pleasure or caprice, to his wife, or even to a stranger, to the total exclusion of his children or other relations.

Hence it is very important to understand when, in law and in fact, he is not in the possession or exercise of such testamentary capacity or free will.

In the leading cases of Jamison vs. Jamison’s Will, 3 Houst. 108, and of Lodge vs. Lodge’s Will, 2 Houst. 418, this subject was ably and exhaustively considered, after an ample review of the prior adjudications in this State, and the result authoritatively announced by Chief Justice Gilpin in his characteristically clear, exact and comprehensive language. I will therefore repeat to you so much of it as the determination of this case seems to require.

In Jamison et al. vs. Jamison’s Will, 3 Houst. 119, Chief Justice Gilpin says:
“ What is the meaning of the terms employed in our law, 1 a sound and disposing mind and memory?’—and how is the question to be decided ? This question, it seems to me, cannot be properly determined by any metaphysical theory that we know of, for these are mainly mere theoretical speculations, and are very difficult of comprehension by the common mind, uneducated as it is in the subtleties and niceties of what is called moral philosophy. Nor can it be settled by conjecture, or the mere opinions of the wit-
[246]*246nesses. On the contrary, the question is to be decided solely, and only,

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Bluebook (online)
16 Del. 237, Counsel Stack Legal Research, https://law.counselstack.com/opinion/steele-v-helm-delsuperct-1896.