Watterson v. Watterson

38 Tenn. 1
CourtTennessee Supreme Court
DecidedSeptember 15, 1858
StatusPublished
Cited by2 cases

This text of 38 Tenn. 1 (Watterson v. Watterson) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Watterson v. Watterson, 38 Tenn. 1 (Tenn. 1858).

Opinion

CauutheRS, J.,

delivered the Opinion of the Court.

The defendant in error propounded the paper in contest, as the will of his mother, Margaret Watterson. The plaintiffs in error are the children of James Watterson, deceased; che other son of said Margaret, who deny that the said paper is valid as her will. An issue of, devisavit vel non, was formed in the Circuit Court of Hawkins, and decided in favor of the plaintiff, and the will was established.

It appears from the bill of exceptions, that the said Margaret had but the two children, Henry and James; that she apparently had equal affection for them; and often declared that she intended to divide her property equally between them. She died in 1850 or 1851, at the advanced age of, near, ninety years In February, 1854, this paper was presented for probate. It is dated in 1826, and gives almost her entire estate to Henry, by whom it was written. It was witnessed by Thomas and Henry Larkins. They lived eight or ten miles from her. She, in company with the wife of her son Henry, went to their houses, and got them to witness and keep [4]*4the will for her. She was illiterate, and could neither write, nor read writing. Henry Larkins says, that “she took me out and told me she had her will, and she wanted me to witness it and keep it. I told her I would read it to her; she said it was her will, and she knew what was in it. She stated as the reason she would not let me read it, that I would be talking about it. She made her mark to the will, and then I and Thomas Larkins witnessed it at her request, and in her presence. i then sealed it up, and she told me to keep it.” The statement of Thomas Larkins is very much the same in substance.

'There is no direct evidence that the paper was ever read to her, and the first question is, Whether that is indispensable in the case of illiterate persons ? The Circuit Judge charged that it was not, but it was enough for the jury to be satisfied that she understood the contents, no matter by what means. “ It was not necessary,” he said, “for the plaintiff to show by the evidence, that the will was read to the testatrix before she signed it; all the law requires in such cases is, that the jury should be satisfied from the proof, that the testatrix, at the time of the execution of the will, fully understood its contents;” that this knowledge might be made out by positive or circumstantial testimony; that the declarations of the testatrix at the time, and previous to the execution of the will, was competent testimony to show knowledge of contents.”

[3]*3The general rule, that the free and voluntary execution of a paper by any one in his right mind, will be sufficient, prima facie, to establish a knowledge of its contents, does not apply to a case in either of these cata-gories, much less to one that falls into both; or rather, these cases are exceptions to the general rule. In such cases, the presumption of knowledge does not arise, and the burthen of proving it lies upon the propounders. The doctrine in relation to a will written by a legatee under it, was discussed and settled by this Court, in the ease of Patton vs. Allison, 7 Humph., 334-5. It is there held, in conformity to the English authorities cited, that the circumstance should excite strong suspicion, and calls upon the Court to be vigilant and zealous in the examination of the evidence in support of the will, and not to pronounce in its favor unless all suspicion is cleared away, and plenary evidence adduced of fairness, and knowledge of the contents. The Court reversed that case because the Court below charged, that previous declarations in conformity with the will were insufficient to establish the fact of knowledge. It was held that this might, or might not be sufficient; but that was a question for. the jury, and not the Court. It was not for the Court to prescribe any particular species, or measure of proof; but only that it must be full and ' sufficient in the face of the suspicion against it, to satisfy the mind that the testator knew the contents, and was in no way imposed upon. In that case, the most satisfactory evidence on the point to be made out, would certainly be the fact that the testator had read, or heard another read the paper. ¡But still the case may be made out by proof of other facts. J If [5]*5then the only ground of objection was, that the 'will was written by a beneficiary under it, there would be no terror in the charge.

But suspicions and objections against this will, are accumulated. The testatrix was illiterate — unable to read or write, very old, kept secret what she had done from all the world, except the witnesses, who lived at a distance from the family; and, in addition to all this, the paper was not propounded for several years after the death of the party, and more than a quarter of a century after its date. Certainly all these circumstances combined, should enjoin upon the Court and jury the necessity of the strictest scrutiny into the facts, and cause them to require the most satisfactory and conclusive proof, not only that the contents were perfectly understood, but, that the whole thing was fair and honest in every’ particular. This should have been emphatically impressed upon the jury in the charge.

° But the particular question raised upon the charge, in the argument, is, whether any other means of knowing the contents of the paper, but by hearing it read, will be sufficient, in the case of an illiterate person. His honor held, that knowledge was sufficient, no matter by what means acquired; that reading was not the indispensable and only mode. In this case, the only proof before the jury on the point in question was, that she said at the time the paper was witnessed by the Larkins, that she knew what it contained, and assigned reasons for not permitting it to be read. She did not say that she had ever heard it read, but only that she knew its contents. How she obtained this knowledge is no where disclosed. Whether it was derived from her [6]*6son, the draftsman and beneficiary, or from ■ some other purer and more reliable source, is not disclosed. The jury should have been told, that such information as that, would not be enough to establish the fact; and if she relied upon that alone for the knowledge she professed to have of the contents, it was not sufficient.

It is not contended that direct proof that the paper was read to her is necessary, but that the jury should have been instructed that the proof must satisfy them that’such was the fact. Instead of this, the Court held, in effect, that the reading was not indispensable; provided, it appeared to their satisfaction that she had knowledge of the contents, no matter how acquired. Upon either view, the charge was imperfect on this point, if not erroneous. For if knowledge acquired by any means would do, the jury ought to have been carefully guarded against placing any reliance upon information obtained from the interested draftsman of the paper, as to the contents, and to have been admonished that the suspicious cir-° cumstances surrounding .the case, enjoined it upon them to be most rigid in the investigation of the sources of her knowledgé, and the satisfactory character .of the mode by which it was obtained.

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337 S.W.2d 471 (Court of Appeals of Tennessee, 1960)

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Bluebook (online)
38 Tenn. 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/watterson-v-watterson-tenn-1858.