Whiteman v. Whiteman

53 N.E. 225, 152 Ind. 263, 1899 Ind. LEXIS 146
CourtIndiana Supreme Court
DecidedMarch 10, 1899
DocketNo. 17,787
StatusPublished
Cited by10 cases

This text of 53 N.E. 225 (Whiteman v. Whiteman) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Whiteman v. Whiteman, 53 N.E. 225, 152 Ind. 263, 1899 Ind. LEXIS 146 (Ind. 1899).

Opinion

Dowling, J.

This is a suit to contest the validity of a will. The grounds of the contest are: (1) That the testator was of unsound mind; (2) that the will was unduly executed; (3) that the instrument is not a will, but a codicil to a will which was revoked; and (4) that the instrument is not a will, but a codicil to a will which has not been admitted to probate in any court.

Issues were formed, and a trial by jury resulted in a verdict in favor of the validity and due execution of the will. A motion for new trial was overruled, appellants excepted, and judgment was rendered ratifying the probate of the will. Prom this judgment the contestors appeal.

The facts are these: Ellis O. Whiteman was a childless widower, possessed of real and personal property of the probablevalue of $11,000, situated in Vigo county, Indiana, where he resided. During'the latter part of his life he was afflicted with a painful and incurable disease, which rendered him almost helpless. Some time in February, 1890, he sent for one Murphy, a justice of the peace, with whom he was intimately acquainted, and instructed him to prepare his will. Murphy wrote the instrument, agreeably to the directions given him by Whiteman, and it was executed by the latter in the presence of two witnesses, who subscribed it at his request. This will was delivered by Whiteman to Murphy for safe-keeping. On the 18th of October, 1890, Whiteman again sent for Murphy, and told him he wished to give to Richard M. Doty and Elizabeth Doty each the sum of $300, and that this should be done by a codicil to his will. Murphy returned to his home to get the will executed in February, 1890, and brought that will to Whiteman. Murphy began [265]*265the preparation of the proposed codicil to this will, and when he had written the words, “Whereas I, Ellis O. Whiteman, on the 18th day of October, 1890, made my last will and testament of that date, do hereby declare the following to be a, codicil to the same,” Whiteman interrupted him and said, “Why just copy the other (referring to the will of February, 1890) and put those two clauses in it, and that will be all right.” Murphy then proceeded to copy the will of February, 1890, without change, except that the two clauses giving to Richard M. Doty and Elizabeth Doty $300 each were inserted. By mistake, Murphy had written the words, “18th day of October, 1890,” instead of “February —, 1890.” The instrument, when completed, was signed by Whiteman in the presence of two witnesses, who, at his request, subscribed it in his presence. Whiteman thereupon directed Murphy to take the will of February, 1890, to the stove, and let him see him burn it, and Murphy did so, Whiteman remarking at the time, that he “didn’t want to have but one will in existence.” He also told Murphy to take the instrument just executed to his home, and keep it. No persons were present when this paper was executed, excepting Whiteman, Murphy, and the subscribing witnesses. Whiteman died December 19, 1890; and after his death no will, or writing purporting to be a will, excepting the instrument so executed by him on the 18th day of October, 1890, was found among his papers, or elsewhere. There was no proof that he made any will on the 18th of October, 1890, except the will in question.

In the 993 pages of testimony contained in the record we find the usual conflict of statement among the witnesses as to the condition of the mind of the testator, but no evidence as to the procuration of the will by the exercise of undue influence by any person. It is urged on behalf of appellants that the court erred in admitting extrinsic evidence “to contradict and impeach” the writing executed October 18, 1890, and claimed by appellees to be the last will and testament of Ellis O. Whiteman; that it erred in giving, of its own motion, in[266]*266struction numbered two, and in refusing to give instruction numbered eighteen asked for by appellants. Several minor questions are discussed in the brief of appellants’ counsel, but they will not require further mention.

The entire instrument, which had previously been admitted to probate as the last will of Ellis O. Whiteman, and which is the subject of controversy here (omitting the various devises and legacies) is in these words:

“Whereas I, Ellis O. Whiteman, on the 18th day of October, eighteen hundred and ninety, made my last will and testament of that date, do hereby declare the following to be a codicil to the same: I do hereby give and bequeath,” etc. * * * •

“I hereby nominate and appoint James F. Murphy, executor of this my last will and testament, hereby authorizing and empowering him to compromise, adjust, release, and discharge, in such manner as he may deem proper, the debts and claims due me. I do also authorize and empower him, if it shall become necessary, in order to pay my debts, to sell by private sale, or in such manner, upon such terms of credit, or otherwise, as he may think proper, all or any part of my real estate, and deeds to purchasers to execute, acknowledge, and deliver in fee simple. I hereby revoke all former wills by me made.”

“In testimony hereof, I have hereunto set my hand and seal this 18th day of October in the year 1890.”

[Signed] “Ellis O. Whiteman.”

“Signed and acknowledged by said Ellis O. Whiteman as his last will and testament in our presence.”

“Witnesses: . Gael Kbietenstein,

Lemuel M. Hopewell.”

From a very early day, the courts have found it necessary to apply with extreme rigor the rules excluding extrinsic evidence affecting the construction of wills, or the correction of alleged mistakes therein. The opportunities for fraud and the temptations to perjury which would be afforded by a re[267]*267laxation of these rules forbid any deviation from the spirit and manner in which they have constantly been insisted upon and enforced. We have no inclination to abrogate or disregard any of these wise and indispensable restrictions, and we believe that cases of particular hardship arising from their application are less to be deprecated than the general inconvenience and peril which would ensue upon their lax or irregular enforcement. These rules, however, have always been held subject to certain reasonable exceptions, and it is important in every instance to determine whether the case falls within the rule or within the exception. In Lord Cheyney’s Case, 5 Coke 68, “Sir Thomas Cheyney, Knt. Lord Warden of the Cinque Ports, 1 Eliz., made his will in writing, and thereby devised to Henry, his son, divers manors, and to the heirs of his body, the remainder to Thomas Cheyney, of Woodley, and to the heirs male of his body, on condition That he, or they, or any of them shall not alien, discontinue, etc.’ And it was a question in the Court of Wards, between Sir Thomas Perot, heir general to the Lord Warden, and divers of the purchasers of Sir Thomas Cheyney, if the said Sir Thomas, should be received to prove by witnesses that it was the intent and meaning

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Cite This Page — Counsel Stack

Bluebook (online)
53 N.E. 225, 152 Ind. 263, 1899 Ind. LEXIS 146, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whiteman-v-whiteman-ind-1899.