Utermehle v. Norment

197 U.S. 40, 25 S. Ct. 291, 49 L. Ed. 655, 1905 U.S. LEXIS 1233
CourtSupreme Court of the United States
DecidedFebruary 20, 1905
Docket63
StatusPublished
Cited by70 cases

This text of 197 U.S. 40 (Utermehle v. Norment) is published on Counsel Stack Legal Research, covering Supreme Court of the United States primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Utermehle v. Norment, 197 U.S. 40, 25 S. Ct. 291, 49 L. Ed. 655, 1905 U.S. LEXIS 1233 (1905).

Opinion

*52 Mr. Justice Peckham,

after making the foregoing statement, delivered the opinion of-the court..

It is true that the plaintiff in error has received out of the estates of his grandfather and grandmother only between the sum of $140,000 and $150,000, while an equal division of the estate of his grandfather, between himself and his aunts, would have given him a much larger sum. What was the reason, if any, for this discrimination, the record does not show.

When the will of his grandfather was read the plaintiff in error was perfectly aware of its contents. He was a young man, nearly twenty-four years of age, married, and there is no proof that he was not of ordinary intelligence and .capacity. There is no pretense in the evidence that there was any fraud or misrepresentation connected with obtaining his consent to the probate of the will, without opposition or contest on his part. • By his own statement he understood distinctly from one of his aunts, after the reading of the will, that it substantially cut him off; that he would receive under the will a devise of the Young Law Building, worth about $20,000, and a bequest of the note of $750 and accrued interest, amounting to not quite $3,000, and that that was all that was given him under the will. He knew it when the will was read. There is not a particle of evidence that he did not know that, if there had been' fraud or undue influence or duress in obtaining the alleged will from his grandfather, or if the latter was without testamentary capacity, such will would be void. - The trial court, indeed, observed that he admitted he. knew what his legal rights were at the time' of the death of his "grandfather, if there were no will. He was ignorant only of any evidence on which to base a contest against the proof of the will. He says he did not know at .that time that fraud or undue, influence or duress had been exercised, in order to obtain the will, nor did he know that his grandfather lacked testamentary capacity to execute a will, but there is no evidence whatever *53 that any means were used or representation made to prevent him-from ascertaining what the facts really were. The reason •for his not contesting was, as he said, his reliance on the promise alleged to have been made by or on behalf of .his grandmother to make him equal By her own will. ■ On account of this promise hie did not contest the will. By reason of his consent, his aunts, the other heirs at law of his grand-' father., proceeded to make partition of the real estate given to them by. the will, and-to use, convey and dispose of it as if it were absolutely their own. property. His grandmother received the personal property bequeathed to her- by the will and disposed of large amounts of it-prior to her death by gifts, to charity and otherwise. It would be impossible to place the other heirs in the same position that they were in at the time of the death of the grandfather. The two aunts, if that will had not been proved, would have receivedl-heir share of the personalty instead of almost the whole of it going to" the •mother. Under the will, however, the mother took the personalty and spent or disposed of large portions of it, so that she died possessed of only about $200,000, and the two aunts and the plaintiff in error have received an equal share of that sum. The aunts would have received a much larger share of the personalty had it not been for the will of their father. As is stated by the Court of Appeals in the opinion delivered in this case:

“It is impossible to tell from the record before us whether they (the aunts of plaintiff in error) fared any better with the will than they would have fared without it; but it is very evi- . dent that by the bequest of the entire personalty by the will ■to their mother, they lost a valuable interest to which they cannot now be restored. It is'"impossible to restore the original situation, and the attempt to do so would be ,to wantonly'. ‘ question titles that have long since accrued, including the very title which the caveator has himself disposed of to the Young Law Building.”

0.f the witnesses to the grandfather’s will, two are dead *54 and ,the third paralyzed. From the date of the probate of the grandfather’s will in April, 1889, down .to nineteenth of May, 1900, the plaintiff in error' took no steps towards a contest. On that date he wrote the letters to his aunts, above referred to, and therein he says that misrepresentations were made to him as to his rights and interest in the estate. We find a total absence of all-proof as to any such misrepresentations, either as to his rights or his interest in the estate of his grandfather. The trial court also found that the plaintiff in error Had not exhibited even reasonable diligence to learn any facts as to the Will -of his grandfather, and that his alleged ignorance of the, law, was the only excuse which had the semblance of sufficiency. .. -

We have, therefore, his consent given in April, 1889, to the probate of the will of his grandfather; his taking the legacy provided for under that will; his taking possessibnrof the real estate devised to him by that .will; his receipt of its rents and profits, and his subsequent sale thereof for $20,000,' and the retention of that sum for his own purposes; his consent to the probate of his grandmother’s will, although it clearly does not fulfill the promise he alleges was made on her behalf after the’ death and funéral of his grandfather; no movement is made on his part or sign of discontent given for about seven years thereafter, and then he writes, letters and files his caveat and proceeds, as already stated. We have the total lack of diligence in the attempt even to ascertain facts. ’ After his grandmother’s death he says that he was still ignorant of the facts which he alleges he has since discovered of the existence of fraud in obtaining the will" from his grandfather,' and of the latter’s lack of testamentary capacity, and the existence of duress and undue influence under which the will was obtained ; and he also avers that he was ignorant of the Jaw at the time that he. consented to the probate of his grandfather’s will that he could not take a devise or bequest under that will, and at the same time seek to prevent its probate or to set it aside as an invalid instrument, The trial court found that right after *55 the death of his grandmother he had the advice of counsel, and if he had been ignorant of any rights he would have'been informed of the same.

The plaintiff in error asserts that he gave consent to the probate of his grandfather’s will because of the promise of his grandmother to rectify by her will the injustice resulting from the will of his grandfather, and when he found that the promise was broken, on reading the will of his grandmother after her decease, he then waited seven years before proceeding to attack the will of his grandfather, admitted to probate in 1889. The Court of Appeals doubted the existence of the promise, and said it was probably only a promise that he should share equally in his grandmother’s estate, which his grandmother fully performed. He says that after the death of his grandmother he was very ill for six weeks, and that for two years he was not in go.qd health, and that he remained ignorant of the fraud and' undue influence and duress and mental incapacity of his grandfather until a short time before the filing of .the

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Cite This Page — Counsel Stack

Bluebook (online)
197 U.S. 40, 25 S. Ct. 291, 49 L. Ed. 655, 1905 U.S. LEXIS 1233, Counsel Stack Legal Research, https://law.counselstack.com/opinion/utermehle-v-norment-scotus-1905.