Turner v. American Security & Trust Co.

29 App. D.C. 460, 1907 U.S. App. LEXIS 5473
CourtDistrict of Columbia Court of Appeals
DecidedMay 7, 1907
DocketNo. 1747
StatusPublished
Cited by12 cases

This text of 29 App. D.C. 460 (Turner v. American Security & Trust Co.) is published on Counsel Stack Legal Research, covering District of Columbia Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Turner v. American Security & Trust Co., 29 App. D.C. 460, 1907 U.S. App. LEXIS 5473 (D.C. 1907).

Opinion

Mr. Justice McComas

delivered the opinion of the Court:

The supreme court of the District, holding a probate court, admitted to probate and record as the last will of Henry. E. Woodbury a paper dated April 11, 1902, purporting to be his last will, and five codicils thereto, dated respectively January 5, October 30, and December 23, 1903, and February 18, and December 20, 1904. These testamentary papers give his estate, worth about $40,000 in real and personal property, to the Gar-' field Memorial Hospital and to the Children’s Hospital, after • paying $1,000 in small legacies. From the judgment in the.., probate'court below, Molyneaux L. Turner appealed.

Doctor Henry.E. Woodbury, the testator, died January 15, 1905, aged seventy-nine years. His sister, Sally Woodbury, who lived in his home, had died December 18, 1902. He had married-about 1870, but in less than two years thereafter his wife and he had separated. They were never divorced, and she sur-, vived him. . In 1887 they had united in a deed whereby each released all interest in the property of the other.

The testator had been a busy physician until, in 1881, he fell and seriously injured himself, and-in consequence of his injuries '' retired from practice. During the last twenty-five years of his life he was' quite feeble, and devoted his time to the care of several houses he owned, to his investments,. and to gratifying his intellectual tastes. He was deaf, and suffered from chronic bronchitis. Four physicians and many other witnesses testified that he was of sound mind and quite competent to make his will. He had no children.

Molyneaux L. Turner, the son of a deceased sister, was his [463]*463heir and next of kin. Turner was born in 1870, and graduated in medicine in 1893, and had employment at the Children’s Hospital in New York for a year, and then became a physician with the Netherlands Steamship Company, and in 1895, opened an office as a physician in New York, and in the next year abandoned it and came to Washington, where he lived with his uncle, the testator, until August, 1896, when he was appointed on the staff of the Emergency Hospital, where, upon small pay, he remained until September, 1897. In November of that year he became physician to the Panama Canal Company, with a salary of $50 a month. He resigned in the summer of 1898, and soon was appointed volunteer surgeon in the Army, at $150 a month, and resigned his position in June, 1900, only to avoid going to the Philippines. He lived with his father in New York city until February, 1901, when he returned to Washington and lived with the testator, who in June of that year provided him with an office room in a house on 12th street. In August, 1901, Doctor Turner went to live in the home of Mrs. Woodbury, the discarded wife of the testator. There he remained, looking after her property, and especially after the affairs of a mining company in which both were interested. His relations with the testator appear to have been friendly until February, 1904.

After the death of Sally Woodbury, Mena M. Stevens became housekeeper and nurse for the testator. The caveator claims that during the rest of his life she possessed and exercised great influence and control over him, though not as potent as the influence of Sally Woodbury over him during her lifetime. The will was executed during the lifetime of his sister, and all the codicils after her death and while Miss Stevens lived in the house, and there is evidence that she was not kindly toward Doctor Turner.

The will and codicils are in the testator’s handwriting. By the will Doctor Woodbury gave his property to his sister for life, and to Doctor Turner $100, a gold watch, and one-fourth interest in a house on 12th street, in Washington. The will mentioned that so much would have been the share of his mother had she lived, and added that the testator’s reason for not remembering his nephew more generously was that the nephew by [464]*464ingratitude and indifference had forfeited all claim to the testator’s consideration, and had embittered the closing years of his life. To his discarded wife, Anna L. Woodbury, he gave $10, and he made the Washington Home for Incurables the residuary legatee.

On January 5, 1903, be executed the first codicil, in order to fulfil testamentary requests of his sister Sally by making several bequests. The nelxt codicil, executed October 30, 1903, revoked the clause giving one-fourth interest in the 12th street house to Doctor Turner. It appears in evidence that in the meantime he had paid Turner $550 for such interest, and the caveator’s evidence suggests that the testator drove a shrewd bargain with his nephew. The third codicil, also numbered two, executed December 21, 1903, is largely a repetition of the last-mentioned codicil, and adds a request to the probate judge for an order to make sure of the destruction of the testator’s papers.

It appears that the managers of the Home for Incurables were indifferent to this intended benefactor, and because they ignored his letters the codicil of February 18, 1904, revoked the devise and bequest of the residue of his estate, and gave that residue, after payment of several small bequests, to the Garfield Hospital and the Children’s Hospital, each of this District, share and share alike. The last codicil, executed December 20, 1904, was executed only to substitute the American Security & Trust Company the executor, in place of Mr. and Mrs. Kobeson, to assist Miss Stevens in destroying the testator’s papers.

The testator told Dr. Sowers, his physician, that he expected his nephew would contest this will. The testimony shows that Turner and his Aunt Sally became estranged some time before her death, and that Doctor Woodbury, who had been very friendly, but ungenerous, toward his nephew, grew indifferent and finally bitter toward him; and the nephew appears to have attempted to do many things without great success, and the uncle was disappointed in him. The purpose to leave the bulk of his estate to charity persists in all the testamentary papers, and was unchanged during' the last three years of his life. There is nothing to show that Miss Stevens sought to influence the testator [465]*465to give his property to charity. There is much evidence that the nephew failed to conciliate these relatives. The aunt bequeathed to him $100 and this testator gave him the same sum. His uncle and aunt and Miss Stevens each had grown to dislike him. It may have been the nephew was in fault; that he was heedless, ungrateful, inconsiderate. It may have been that his elderly relatives expected more unselfish consideration than their conduct deserved. There is no duty requiring an uncle to give his estate to a nephew, and he may even dislike a nephew without such dislike being an insane delusion.

While the testator disliked Doctor Turner, he liked Miss Stevens, and by deed conveyed to her a house worth $4,000, and transferred to her $2,300 worth of gas stock. She received no salary for two years’ care and nursing of an enfeebled old man, who was during the last year confined to his house, often confined to his bed, although he transacted his own business, and at different times purchased stock between the date of the will and his death, attended to his own bank account, and drew many checks upon the trust company which became his executor, and there is evidence of various business transactions by the testator at times and until shortly before his death.

The appellant states nineteen assignments of error.

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29 App. D.C. 460, 1907 U.S. App. LEXIS 5473, Counsel Stack Legal Research, https://law.counselstack.com/opinion/turner-v-american-security-trust-co-dc-1907.