Utermehle v. Norment

22 App. D.C. 31, 1903 U.S. App. LEXIS 5511
CourtCourt of Appeals for the D.C. Circuit
DecidedMay 5, 1903
DocketNo. 1254
StatusPublished
Cited by4 cases

This text of 22 App. D.C. 31 (Utermehle v. Norment) 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
Utermehle v. Norment, 22 App. D.C. 31, 1903 U.S. App. LEXIS 5511 (D.C. Cir. 1903).

Opinion

Mr. Justice Morris

delivered the opinion of the Court:

There are seven assignments of error: (1) That it was error to hold that the caveator was estopped, at the time of the filing of his caveat, from disputing the will of George W. Utermehle as a will of personalty; (2) that it was error to hold that he was estopped from disputing it as a valid will of realty; (3) that it was error to instruct the jury to return a verdict against the caveator on the issues of estoppel; (4) that it was error to direct a verdict against the caveator on all the issues; (5) that it was error to direct a verdict against the caveator on the issues that did not involve the question of estoppel; (6) and (7), which are merely duplications of each other ■— that it was error to exclude the testimony of [46]*46the caveator as to certain alleged statements and declarations claimed to have been made to him by his grandfather as to his testamentary intentions toward the caveator.

1. Taking np the last of these assignments first, we find that the purport of the statements and declarations referred to is that George W. Utermehle stated to the caveator on one or two occasions, that if he, the caveator, would not take sides in certain legal proceedings then pending in which he, the grandfather, was involved, he, the grandfather, would leave to the caveator a share of his estate equal to that which he would leave to each of the caveator’s two aunts. Now it is very plain to us that under the decision of the Supreme Oourt of the United States in the case of Throckmorton v. Holt, 180 U. S. 552, evidence as to such alleged statements was properly excluded.

It is argued, however, that notwithstanding that decision, such statements are admissible in evidence where there is question of the mental capacity of a testator. But we fail to see the force of this argument. No one questions, and least of all the caveatees question, the mental capacity of George W. Utermehle at the time at which these statements and declarations are alleged to have been made. And if the meaning of the argument is that they tend to show his subsequent mental incapacity at the time of the making of his will, the plain answer is that they are utterly irrelevant and ineffectual for any such purpose.

2. The substantial question in the present case is that of estoppel. This question controls the whole case, and if the trial court has decided it correctly, the rulings upon other questions are of no consequence. We think that it did decide it correctly.

The doctrine is too well established to need either argument or citation of authority in support of it, that one, who takes a benefit under a will, cannot thereafter be heard to dispute or deny the validity of the will, and it is needless to say that the doctrine is founded upon the plainest principles of justice. We do not understand that this rule of the law is in any manner questioned by counsel for the [47]*47caveator, nor do we understand it to be denied tbat in tbe absence of fraud or misrepresentation the action of tbe caveator in tbe premises, as detailed by himself, would constitute a full and complete estoppel upon him to prevent bim from contesting tbe validity of his grandfather’s will. He agreed to tbe probate of tbat will, and be took property under it, both real and personal, and tbat this, especially after tbe lapse of so long a period as eleven years tbat intervened between tbe probate and tbe filing of bis caveat tbat led to tbe present proceedings, would constitute an estoppel, is very evident.

Tbe claim, however, on behalf of tbe appellant is tbat what be did be was induced to do by misrepresentation and fraud; tbat be was ignorant at tbe time and for a long time afterwards of the law of estoppel, and tbat as soon as be discovered what be calls bis rights, be notified Mrs. Taylor and Mrs. Nonnent, and repudiated tbe will of bis grandfather, and offered to account to bis aunts, in some way not very clearly defined, for what be had received under tbe will. This offer to account be regards as equivalent to a tender of tbe property received by him.

It is exceedingly improbable tbat all tbe caveator’s relatives, including bis grandmother, conspired to defraud this young man. It is more than probable tbat tbe promise, which was made to bim, if any there was actually made, was tbat be should share equally with bis aunts in bis grandmother’s estate; and this promise bis grandmother fully and faithfully performed. But, however this may be, and even if tbe alleged promise was in fact what be now claims it to have been, it is difficult to see bow a promise by bis •grandmother and subsequent failure on her part to perform it can constitute misrepresentation and fraud on tbe part of Mrs. Taylor and Mrs. Norment sufficient to induce tbe appellant to refrain for eleven years from contesting tbe validity of bis grandfather’s will. And this is absolutely all tbe misrepresentation and fraud tbat is charged or sought to be shown.

There is no pretense tbat Mrs. Taylor was not acting in [48]*48good faith when she made the alleged promise on behalf of her mother; nor is there any pretense that Mrs. Norment was guilty of any fraud in connection with it when she merely stood by and said nothing. Neither of them made any promise whatever on her own account; nor is there either allegation or evidence of any fraud, or fraudulent concealment, or fraudulent inducement of any kind practiced by them upon the appellant or held out by them on their own account on which he was led to act. That they were probably desirous to have the will of their father probated without controversy and its validity conceded may well be assumed, although it is not entirely apparent that they received any more of the whole estate under the will than they would have received under the law if there had been no will. But any desire which they may have had to avoid a possible contest cannot be charged to them as fraud. We find no evidence whatever in the record of any fraud or mispresentation on their part.

The only promise which was made was the promise of the appellant’s grandmother, made, it is true, through Mrs. Taylor, but yet, notwithstanding that fact, the promise exclusively of the grandmother. And it was the grandmother who mainly, if not exclusively, profited by the exclusion of the appellant from any large share in the estate. But if the plaintiff relied upon this promise and was induced thereby to forego any action against the will, and that promise was not afterwards performed by his grandmother, the remedy of the appellant was not to return to an attack upon the will, but was by action of some kind against his grandmother’s estate, and he took no such action. Her delinquency, if there was any such, which we greatly doubt, should not be visited upon Mrs. Taylor and Mrs. Norment, who are not shown to have had any part in it.

Then, if there was no misrepresentation or fraud on the part of Mrs. Taylor or Mrs. Norment, it is wholly unimportant whether, at the time when he committed the acts which constitute the estoppel, the appellant was or was not ignorant of the law of estoppel. By those acts he led Mrs. Tay[49]*49lor and Mrs. Norment into a situation from which, notwithstanding the ingenious argument of counsel to the contrary, they cannot now be restored to their original status.

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Bluebook (online)
22 App. D.C. 31, 1903 U.S. App. LEXIS 5511, Counsel Stack Legal Research, https://law.counselstack.com/opinion/utermehle-v-norment-cadc-1903.