Tabb v. Willis

156 S.E. 556, 155 Va. 836, 1931 Va. LEXIS 272
CourtSupreme Court of Virginia
DecidedJanuary 15, 1931
StatusPublished
Cited by22 cases

This text of 156 S.E. 556 (Tabb v. Willis) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tabb v. Willis, 156 S.E. 556, 155 Va. 836, 1931 Va. LEXIS 272 (Va. 1931).

Opinion

Holt, J.,

delivered the opinion of the court.

Mrs. Sallie W. Brickhouse, who had lived in Norfolk for many years, died there on September 23, 1928, childless and testate, leaving as her heirs and next of kin four sisters and the children of a dead brother. She was seventy-three years old and had been a widow for about seven years. Her estate was worth about $35,000, made up for the most part of residences in Norfolk.

The will, the validity of which is here questioned, bears date September 1, 1928. It gives to three nieces, the daughters of her sister, Mrs. Hudgins, all of her property of every kind and character, and nominates as her executors L. B. Tabb and W. B. Burgess. She gives them power to [839]*839convey her real estate and requests that they be permitted to qualify as her personal representatives without security on their official bond.

These executors did qualify before the clerk of the Circuit Court of the city of Norfolk on the 28th day of September, 1928. From that order of probate, Julia Willis, Nannie Hanby and Carrie Culpepper appealed, under the provisions of section 5249 of the Code. The appeal came on to be heard in due course. A jury was empaneled and returned, upon a proper issue, this verdict: “We, the jury, find that the paper writing in evidence, dated September 1, 1928, purporting to be the will of Sallie W. Brickhouse, is not the true last will and testament of Sallie W. Brickhouse, deceased.”

Proponents asked that it be set aside as contrary to the law and the evidence. This the trial court refused to do, and entered judgment thereon, and to that judgment a writ of error has been awarded.

This case, like most will cases, turns upon the evidence, which here is voluminous. Its examination must be tedious but, of necessity, is unavoidable. We shall undertake to state it, in brief form, from the viewpoint of the several witnesses.

For the contestants it is said:

1. The testatrix never knew the contents of the will, not having read it, nor was it read to her.

2. The testatrix never requested the attesting witnesses to act as such.

3. The testatrix was not mentally capable of making the will.

4. The testatrix acted, under undue influence.

As the case has developed, the issues drifted down to two major propositions—want of testamentary capacity and undue influence.

Both of the subscribing witnesses have testified.

[840]*840Richard D. Ames had known Mrs. Brickhouse for about thirty-five years. He was an employee of a firm of insurance agents, and in this capacity saw her at her home two or three times a year. On these occasions she would sometimes talk with him about her property, its physical condition, and her rental agents. His last interview took place at her home on Boulevard avenue about sixty days before the will was executed.

On September 1st, Mr. Burgess came for him and together they called by for Mrs. Gay. Both of these parties had theretofore, at the suggestion of Mrs. Brickhouse, been asked by Mr. Burgess to act as testamentary • witnesses. Together they went to the Burgess home where she was and to her room. Their stay was short. Mr. Ames spoke to her, and she asked after his wife. He told her the purpose of his visit. She replied “that was all right.” She was then propped up in bed. Mr. Burgess produced the will; it was not read. She signed it, writing the last two letters of her name with the aid of Mrs. Gay, for she was nervous and her hand was shaky. When the execution was completed she observed that she was “glad it was all fixed.” Mrs. Brickhouse was then perfectly capable of understanding a business transaction.

Mrs. Gay was also a subscribing witness. She had known the testatrix for twenty-three years and was her close friend. She went as a witness because Mrs. Brick-house had sent for her. The message came through Mr. Burgess over the ’phone, who, accompanied by Mr. Ames, called in an automobile and took her to his home. Mrs. Burgess and Mrs. Tabb were both there, but not in the sick room, and a negro nurse present withdrew, leaving only the witnesses and Mr. Burgess. Mrs. Gay talked with Mrs. Brickhouse for a few minutes, who then seemed to be bright and cheerful and capable of transacting ordinary business.

[841]*841The conversation seems to have been quite inconsequential, and in the main about a beautiful pet cat which belonged to her physician, Dr. Savage. Mrs. Gay did not read the will and signed on a line indicated to her by Mr. Burgess. Mrs. Brickhouse’s hand was shaky and near the end of the signature she asked this witness to hold her arm. This will, in its provisions made for these nieces, confirms a purpose which the witness had heard the testatrix express two or three times before it was ever executed. Its formal execution is not in dispute.

W. B. Burgess married Helen Hudgins, a beneficiary and a niece of Mrs. Brickhouse. Before Mr. Brickhouse’s death the Burgesses lived for a time with them, and for the past six years their homes were only a short distance apart. The relationship existing between her and her nieces, Mrs. Burgess,' Mrs. Eaton and Mrs. Tabb, was very intimate, rather like that between mother and daughters than between aunt and nieces; indeed, she spent the major part of her time either in the Burgess or in the Tabb home.

Burgess himself was a design draftsman in the Norfolk navy yard, and had held a position there for something like twenty years. Mrs. Brickhouse was accustomed to consult him about her business, and in February, 1928, called him over to her home and told him that she wanted him to write her will. She said that she wished all of her property to go to her three nieces, naming them. She further said that she had discussed this with her husband, who also wished it (property acquired in major part from him) to go that way, and not to her sisters. He advised her to get some lawyer to do this work. She answered that her houses had not been rented and that she did not have money to pay a lawyer. Nothing was done, and in the following May she came over to the navy yard where he was, and again asked him to write her will. He again advised her to get a lawyer. She answered that if he [842]*842would prepare a memorandum and have it typewritten she would attend to its execution. He agreed to this. Witness was then ordered to Washington on official business, and held there from the 21st of May to the 4th of August. On August 10th or 11th testatrix called him over to her home and reminded him of his promise, and was then quite insistent. She further said that she wished him and Mr. Tabb to serve as executors. The question of a bond was brought up and she was told that one executed with security would cost something. It was then agreed that sureties might be dispensed with, and a memorandum, which was the basis of the will, was then written. A short time thereafter testatrix became quite unwell. Mr. Burgess insisted that she go to his home, and this she did. Because of the situation thus created, there was some further delay. He suggested to her that they wait until she was well enough to go back home. This was unsatisfactory to her and she seemed to be worried. In the end he promised to go ahead. The next day, more or less by chance, he came into town with Mr. Tabb and told him what had been done. Mr. Tabb suggested that he be given the memorandum that he might take it to Mr.

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Bluebook (online)
156 S.E. 556, 155 Va. 836, 1931 Va. LEXIS 272, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tabb-v-willis-va-1931.