Towson v. Moore

11 App. D.C. 377, 1897 U.S. App. LEXIS 3130
CourtCourt of Appeals for the D.C. Circuit
DecidedNovember 1, 1897
DocketNo. 678
StatusPublished
Cited by4 cases

This text of 11 App. D.C. 377 (Towson v. Moore) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Towson v. Moore, 11 App. D.C. 377, 1897 U.S. App. LEXIS 3130 (D.C. Cir. 1897).

Opinion

Mr. Justice Morris

delivered the opinion of the Court:

1. The theory of the bill of complaint, that the transfer [381]*381of the bonds in question by Mrs. Mary I. Campbell, to her two daughters, if voluntary, was not intended by her as a gift inter vivos, but as an advancement to them on account of their respective legacies under her will, is wholly unsustained by proof of any kind, is flatly denied by the defendants, and is not insisted on in argument before us. It may, therefore, be dismissed at once from our consideration.

2. The controversy really turns upon the question of the alleged undue influence claimed on behalf of the appellants to have been exercised upon Mrs. Mary I. Campbell by her two daughters and their husbands; and upon the determination of this question depends the determination of the cause.

Undue influence, says the Supreme Court of the United States, in the case of Conley v. Nailor, 118 U. S. 127, 134, “the undue influence for which a will or deed will be annulled must be such as that the party making it has no free will, but stands in vinculis. It must amount to force or coercion, destroying free agency (citing Stulze v. Schaeffle, 16 Jurist, 909; Williams v. Goude, 1 Hagg. Eccl. 577; Armstrong v. Huddleston, 1 Moore P. C. 478).” In this same connection that court cites with approval the case of Eckert v. Floury, 43 Pa. St. 46, and the case of Davis v. Calvert, 5 Gill & J. 269, 302, in both of which the same doctrine is laid down in substantially the same language.

Undue influence, it is true, is in general a subtle influence, a species of fraud, difficult to be proved, and difficult to be disproved. In general, its existence can only be established by circumstantial evidence, and by a concatenation of circumstances. The presumption of its exercise does not arise except where an advantage has accrued to a party under conditions of existing fiduciary or confidential relations which make it incumbent on the party to show the fairness of the transaction drawn in question. In general, the burden of proving such undue influence is on the party alleging it. Boyse v. Roseborough, 6 H. L. Cases, 2; Davis v. Davis, [382]*382123 Mass. 590; Webber v. Sullivan, 58 Iowa, 260; Conley v. Nailor, 118 U. S. 135. This burden the complainants undertook in the present case; but we think that they have ■wholly failed to establish their charge by any sufficient evidence, and that, on the contrary, the evidence in favor of the defendants in disproof of the charge is overwhelming. In fact, if we were wholly to disregard the testimony on behalf of the defendants, we would have to hold, on the showing of the complainants themselves, that they had not proved their case.

Beyond the fact of some unimportant and irrelevant testimony that both William H. Campbell and Mary I. Campbell always intended to treat their children and descendants equally and to divide their estates equally between them, the only substantial testimony on behalf of the complainants, if such it can be called, to establish the charge of undue influence, is contained in the deposition of one of their witnesses, Mrs. Laura Ellen Baker, who testified as follows:

“She (Mrs. Mary I. Campbell) told me that Mrs. Moore and Mrs. Russell had made her promise that, if she was to outlive Miss Eloise Campbell, she would divide $12,000 between them equally, and that they worried her so, to get rid of them she promised them.”

“ After her death (the death of Eloise Campbell) she (Mary I. Campbell) told me she had divided it equally between Mrs. Moore and Mrs. Russell—$12,000, she told me, which she supposed her husband had laid aside for the support of Miss Eloise. After she told me she had divided this money equally, she wanted the rest of her money to go to her grandchildren.”

Mrs. Baker at first testified that this conversation between Mrs. Campbell and herself occurred within less than a year before Mrs. Campbell’s death (which occurred, as already stated, in August of 1893.) Afterwards she returned to correct her testimony, and stated that it occurred about a month or six weeks after the death of Eloise Campbell (which was [383]*383on October 1, 1885). She testified, likewise, with considerable particularity that the conversation took place in a room in the house of Mr. and Mrs. Moore, with whom Mrs. Mary I. Campbell was then staying.

Notwithstanding that she further testified that, when this conversation occurred, she was alone with Mrs. Campbell, it was sought by the complainants to corroborate her testimony by that of her daughter, Eliza Burgess Baker, who was called in rebuttal to testify that she was present at the time with her mother in the room in the house of the Moores, and heard the conversation. A witness, Thomas Brooke, was also called in rebuttal to testify that Mrs. Baker had repeated the alleged conversation to him in or about the month of October, 1885. Mrs. Mary Kennedy Campbell, the mother of the complainants, also testified to having had the conversation repeated to her by Mrs. Baker “just as soon as Mrs. (Mary I.) Campbell told her,” and “a very short time” after the death of Eloiso Campbell.

Besides the inherent improbabilities and inconsistencies of this story, it is shown conclusively that no such conversation could have occurred at the time and at the place specified. For it is proved as conclusively as human testimony can prove anything, that at the time of the alleged conversation, Mrs. Mary I. Campbell was not at the house of the Moores; that in consequence of the intended absence of the Moores from the District of Columbia on account of the surgical treatment needed to be administered to Mrs. Moore in New York, Mrs. Mary I. Campbell left their house between the 10th and 15th of October, 1885; that she went immediately to reside with their married daughter, a Mrs. Tenney; that she returned to their house when they returned from New York, about the middle of December following; that she remained with them until June of 1886, when they went to Europe, and she went to reside with Mrs. Russell in Philadelphia; that she remained with Mrs. Russell until 1891, when she returned to the house of the Moores, with whom [384]*384she continued to reside until her death. It is more probable, therefore, that if the alleged conversation between Mrs. Mary I. Campbell and Mrs. Baker took place at all, it occurred at the time first stated by the latter; that is, a little while before Mrs. Campbell’s death; and that it may well have been the result of some temporary annoyance or irritation incident to her advanced years and failing health.

Opposed to any inference of undue influence which might be deduced from such alleged conversation is the deliberate statement in writing of Mrs. Mary I. Campbell on two different occasions. Discontent, it seems, had been engendered in the mind of Mrs. Mary Kennedy Campbell on account of some supposed inequality in the will of William H. Campbell; and some ill feeling had resulted between her and the other members of the family, apparently including also Mrs. Mary I. Campbell, her mother-in-law. But there was some semblance of reconciliation before the death of Miss Eloise Campbell in 1885, when Mrs. Mary I.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Ingersoll v. Ingersoll
950 A.2d 672 (District of Columbia Court of Appeals, 2008)
Estate of Broun v. Broun
413 A.2d 1310 (District of Columbia Court of Appeals, 1980)
Himmelfarb v. Greenspoon
411 A.2d 979 (District of Columbia Court of Appeals, 1980)
Mann v. Cornish
185 F.2d 423 (D.C. Circuit, 1950)

Cite This Page — Counsel Stack

Bluebook (online)
11 App. D.C. 377, 1897 U.S. App. LEXIS 3130, Counsel Stack Legal Research, https://law.counselstack.com/opinion/towson-v-moore-cadc-1897.