Taylor v. Kelly

31 Ala. 59
CourtSupreme Court of Alabama
DecidedJune 15, 1857
StatusPublished
Cited by64 cases

This text of 31 Ala. 59 (Taylor v. Kelly) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Taylor v. Kelly, 31 Ala. 59 (Ala. 1857).

Opinion

WALKER, J.

— 1. We pass by the question, whether the interest of Thomas C. Taylor was not released by some one 'or more of the several releases. He was one of the contestants, a party to the suit, and liable for costs; and, therefore, an incompetent witness, irrespective of his interest to defeat the establishment of the will. — Deslonde & James v. Harrington’s Heirs, 29 Ala. 92 ; Gilbert v. Gilbert, 22 Ala. 529; Code, § 1649.

2. The name of the contestant appears, from a statement in the bill of exceptions posterior to the rejection of the witness, to have been stricken out by the court on motion. There is nothing which indicates that this was done before that contestant was offered as a witness, or eotemporaneously with the offer of him as a witness; or that the striking his name out as a party had any connection with, or reference to, the offer of him as a witness. We must pass upon the rulings of the court upon the question, in the light of the circumstances which appear to have been before the court at the time. We cannot presume, for the purpose of reversing the judgment, that the witness had ceased to be a party when he was offered to the court. If the court erred, it must be shown by the bill of exceptions, and cannot be presumed. The bill of exceptions states, that the first release was executed, and thereupon the witness offered; and that he was a son of the deceased. The release is then set out. It is then said, that, “upon these facts, the court refused to allow him to be sworn.” Every subsequent offer of the witness is put expressly upon the ground of the release. No proposition, referring the restoration of his competency to the striking out of his name as a party, in connection with the release, was ever made. It is manifest that, [70]*70upon such a bill of exceptions, there is no room for us to say that the court below was ever called upon to decide the question of Thomas C. Taylor’s competency as a witness upon tbe hypothesis that he had ceased to be a party to the suit when he was offered. If he was a party, he was clearly incompetent. "We cannot, therefore, say that the court erred in rejecting the witness.

3. Mr. Justice Goldthwaite, in the case of Gilbert v. Gilbert, 22 Ala. 529, said: “Undue influence, legally speaking, must be such as, in some measure, destroys the free agency of the testator; it must be sufficient to prevent the exercise of that discretion, which the law requires in relation to every testamentary disposition. It is not. enough that the testator' is dissuaded, by solicitations or argument, from disposing of his property as he had previously intended; he may yield to the pursuasions of affection or attachment, and allow their sway to be exerted over his mind ; and in neither of these cases would the law regard the influence as undue. To amount to this, it must be equivalent to moral coercion. It must constrain its subject to do what is against his will, but which, from fear, the desire of peace, or some other feeling, he is unable to resist.” In 1 Williams on Executors, 42, we And the following language: “But the influence, to vitiate an act, must amount to force and coercion, destroying free agency; it must not be the influence of affection and attachment. It must not be the mere desire of gratifying the wishes of another; for that would be a very strong ground in support of a testamentary act. Further, there must be proof that the act was obtained by this coercion ; by importunity which could not be resisted; that it was done merely for the sake of peace, so that the motive was tantamount to force and fear.” — 1 Jarman on Wills, 89 ; Dunlap v. Robinson, 28 Ala. 100; Leverett’s Heirs v. Carlisle, 19 Ala. 80. The charges given, numbered 1, 2, and 3, assert propositions of law, which are laid down in these quotations; and we therefore cannot regard them as erroneous.

4. The effect of the fourth charge given, was not to take from the jury the consideration of the supposed [71]*71misrepresentation, in determining the extent of power acquired by tire proponent over the testatrix; and whether he had withdrawn her confidence from the child misrepresented, placed her beyond the influence of that child, and thus subjected her to his control. The jury could have implicitly followed the instruction, and yet allowed the fact of the misrepresentation, in connection with the other evidence, to have its full weight upon the decision of the question of undue influence. The instruction to the jury was not, that they should disregard the misrepresentation as evidence in the case, but that the misrepresentation, not having produced a direct effect in influencing the bequest to him who was misrepresented, would not vitiate the will. It raised the question of the effect of the single fact of a misrepresentation, which did not influence the only bequest which, from its nature, it'was calculated to affect directly. The propriety of the charge will be made apparent by asking the question : If there were no other evidence than the misrejuesentation of Thomas C. Taylor, and the fact that it did not affect the bequest to him, would the will be vitiated ? The charge simply answers this question in the negative, and, in doing so, does not violate the law.

5. If the 5th charge given had said, that although the will was made under undue influence, yet ,if subsequently ratified ■when there was no cause for fear, and when the undue influence was removed, the will loould be valid, we would hesitate to declare it correct. Such a charge would take from the jury the consideration of the other grounds upon which the will was assailed. The charge is not that, upon the facts presented in it, the will would be valid, but that the will “would be same, in law, as if no undue influence had been exertedor, in other words that a subsequent ratification, in the absence of fear and undue influence, wouldleave the case as if undue influence had notbeen proved. It is conceivable, that the cause of the undue influence, or the agency which exerted it, might be “removed,” and yet the influence itself might linger upon the mind of the testatrix. We therefore do not say that a ratification, in the mere absence of the agency which produced the [72]*72undue influence, would make the will stand as if no undue influence had been exerted. The question presented by the charge is, whether a ratification, when there is no fear, and when the undue influence — the undue power over the mind of the testatrix — has been removed, will strip the case of all effect from undue influence, as a ground for assailing the will. Thus understood, we think the charge is correct. The undue influence could not be said to continue the exercise of its dominion over the mind, when' it has been removed. When the undue influence has been withdrawn, the power and dominion over the mind and will are gone, and they are left free.

6. In the 6th charge there is no error. The standard of the capacity, necessary to qualify one to make a valid will, as laid down in the charge, was not too low. That the testatrix should make a valid will, it was not necessary that her memory should be perfect, and her mind unimpaired.

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Bluebook (online)
31 Ala. 59, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-kelly-ala-1857.