Will of Ball v. Boston

141 N.W. 8, 153 Wis. 27, 1913 Wisc. LEXIS 133
CourtWisconsin Supreme Court
DecidedApril 8, 1913
StatusPublished
Cited by49 cases

This text of 141 N.W. 8 (Will of Ball v. Boston) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Will of Ball v. Boston, 141 N.W. 8, 153 Wis. 27, 1913 Wisc. LEXIS 133 (Wis. 1913).

Opinions

Marshall, J.

As often, and not too often, said, tbe testamentary right is one of tbe most important of tbe inherent incidents of human existence. It has been so regarded since tbe dawn of civilization. As an eminent text-writer put tbe matter, “It has been held sacred by all nations and under all conditionsand, we may add, it has in no time or place or condition been more significantly upheld than during tbe period of development in tbe countries blessed with, and characterized by civic growth, promoted by, principles of tbe common law. It is not a mere privilege which legislatures can directly or unreasonably regulate to destroy. It is not an incident of tbe possession of property which courts can deal with in any spirit of mere discretion. It is a right, absolute, which every person of mature mind and disposing memory may exercise, subject to some regulations to prevent abuse of it and to safeguard it, as be sees fit. Filial expectancy of profiting by inheritance, is proper. Eeasonable indulgence in it is natural and judicial conservation of tbe free exercise of volition to satisfy it, is demanded; but, in a very high de[32]*32gree, tbe testamentary right, as compared with that of the mere subjects of testamentary charity or bounty, is the superior. As said for the court in Vance v. Davis, 118 Wis. 548, 95 N. W. 939, “The highest equity which courts can consider is the right of an individual to dispose of his property as he chooses. The hope of inheritance, which any child may indulge in during a parent’s life, bears no comparison in the eyes of the law to the right of disposal by the parent.” If one testamentarily gives his property in a particular lawful way, “there is no duty of equity or conscience to thwart that will.”

The foregoing observations are deemed proper as pointing, in general, the attitude with which trial courts, and all courts, should consider a question presented as to whether a will, made with all the formalities prescribed by law to safeguard and evidence the free exercise of the testamentary right, especially where testamentary capacity is either not disputed or not successfully impeached, shall be judicially enforced as the real wish of the testator or suppressed as a fraudulent production; a creation of the volition of another, wrongly imposed upon the testator so as to give it the cast of the latter’s considerate effort. It is not infrequent that there is evidence in a trial record that the particular situation dealt with yras measured with rather an exaggerated idea of the rights of disappointed relatives, partially or wholly eclipsing the real right to be protected above all. Vance v. Davis, supra; Will of Rice, 150 Wis. 401, 136 N. W. 956, 137 N. W. 778; Loennecker’s Will, 112 Wis. 461, 88 N. W. 215; In re Butler’s Will, 110 Wis. 70, 85 N. W. 678; Will of Dardis, 135 Wis. 457, 115 N. W. 332.

The sole question in a will contest is, Does the purported will legally express the testator’s dying wish ? ITis right, not that of any survivor, is the dominant thing. The will may be very unlike what it would seem, from a moral standpoint, it ought to be, yet if it lawfully expresses the testator’s dying [33]*33wisb, that ends the subject, — there is no power in. equity to change it or set it aside, — the judicial power exists only to execute it. Vance v. Davis, supra; Will of Rice, supra. As remarked by Ryan, C. J., in Dodge v. Williams, 46 Wis. 70, 1 N. W. 92, 50 N. W. 1103:

“Breaking a will is very much like making one,” imposing on the testator a rule for the distribution of his estate “against his solemn wish in dying.” “Every one should have power to dispose by will, after his death, in accordance with, his own wishes, of whatever he may leave behind him in his own sole right, as he had in life to dispose of it by contract or gift. And it is as much the duty of courts to uphold his will after death, as to uphold and enforce his contracts made during life.”

It is not intended by the foregoing observations to suggest that there was any want of familiarity by the learned trial court in disposing of this case with the salutary principle expressed and so often illustrated in the opinions of this and other courts; or that there was any purpose to unmake the will of Mr. Ball and remake it along the lines of a statutory distribution, — thought to be more considerate, under the circumstances, of the moral claims of his children. The effect of the logic which led to the result complained of is the paramount question.

There are many evidentiary conclusions leading to the vital matter of fact in issue. It is contended by appellant that such evidentiary circumstances are, in some cases, without any evidence to support them, in others, contrary to the clear preponderance of the evidence, and, in others, in conflict with direct and circumstantial proof showing the contrary, and, that, in any event, the final inference of fact is wholly unwarranted. That is a severe arraignment of the findings and calls for pretty close examination of the record.

Before taking up, in detail, the numerous complaints as to the findings, it seems best to advert to some well séttled principles of law applicable thereto.

[34]*34In general, findings of fact made by a trial court are dis-turbable with much difficulty, for reasons often stated. Those reasons have less and less force till they cease to apply at all, according to circumstances. They have no force at all in case of tbe result having been reached by misconception of the law. Maldaner v. Smith, 102 Wis. 30, 78 N. W. 140; Kelley v. Crawford, 112 Wis. 368, 88 N. W. 296; Harrigan v. Gilchrist, 121 Wis. 127, 312, 99 N. W. 909.

It must be appreciated that the alleged wrong sounds in fraud. Small v. Champeny, 102 Wis. 61, 68, 78 N. W. 407; Vance v. Davis, 118 Wis. 548, 95 N. W. 939; Loennecker’s Will, 112 Wis. 461, 88 N. W. 215; Winn v. Itzel, 125 Wis. 19, 103 N. W. 220; Gordon v. Burris, 153 Mo. 223, 54 S. W. 546; Grove v. Spiker, 72 Md. 300, 20 Atl. 144; Mackall v. Mackall, 135 U. S. 167, 10 Sup. Ct. 705. Terms of apparently double meaning will be found used in respect to the '.subject, such as “fraud and undue influence;” “fraud or undue influence,” in connection with suggestions that the terms “fraud” and “undue influence” are not technically synonymous, though if there be any difference it is, probably, that between actual and constructive fraud.

In Will of Slinger, 72 Wis. 22, 37 N. W. 236, the late chief justice, speaking for the court, said: “Manifestly, it is a subtle species of fraud, whereby mastery is obtained over the mind of the victim by insidious approaches, seductive artifices, or other species of circumvention.” Note the judicial conception of the essentials of the wrong found in this case, “insidious approaches, seductive artifices, or other species of circumvention.” We could not put too much emphasis thereon to contrast therewith those perfectly legitimate influences between husband and wife, which will be later referred to and, in the light of which, the real facts of this case must be viewed.

In Gordon v. Burris, supra, the court remarked, without qualification, that undue influence is a fraud, and in Grove v. [35]*35Spiker, supra, that it is closely allied to actual fraud.

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Bluebook (online)
141 N.W. 8, 153 Wis. 27, 1913 Wisc. LEXIS 133, Counsel Stack Legal Research, https://law.counselstack.com/opinion/will-of-ball-v-boston-wis-1913.