Williams v. Bailey

186 Mich. 677
Michigan Supreme Court·Decided June 14, 1915·No. Docket No. 88·Published·Cited by 26 cases

Opinion

Bird, J.

(dissenting). The paper offered as the last will and testament of Lydia Bailey was set aside in the Macomb circuit court by a jury on the grounds of defective execution and undue influence. The testatrix was a maiden lady, who resided at Romeo. Her nearest of kin was a brother, Stephen Bailey. The value of her estate was nearly .$8,000, and consisted mostly of real property. In August, 1905, she made a will and devised in trust the bulk of her estate to the Bishop of the Protestant Episcopal Church in the diocese of Michigan, for the use of such church in the village of Romeo. In November, 1909, she added a codicil, and in April, 1911, she added another. The will was offered for probate by Bishop Williams, and was allowed in the probate court. Stephen Bailey, the brother of testatrix, then took an appeal and contested the will in the circuit court, where it was disallowed.

1. The first question raised is the refusal of the trial court to dismiss the appeal following the death of Stephen Bailey. It appears that after an appeal was perfected and before trial, Stephen Bailey died, and his administrator was substituted in his stead. It is argued by the proponent that the proceeding is a .purely statutory one, and that, inasmuch . as the statute has made no provision for the survival of such an action, the action died with Stephen Bailey. While it is true that probate proceedings are very largely based upon the statute, it is also true that the statute provides for the descent and distribution of property and the probating of wills. The parties in interest to a proceeding to probate a will are the beneficiaries under the will, and those upon whom [679] the law would cast the property in the event that the will was set aside, and the courts have repeatedly held that these persons have such an interest as entitles them to be heard in defense of their rights. See Taff v. Hosmer, 14 Mich. 249, 255; Dudley v. Gates, 124 Mich. 440 (83 N. W. 97, 86 N. W. 959).

In the case of Alden v. Johnson, 63 Iowa, 124 (18 N. W. 696), objection was made that contestants did not have such interest as permitted them to contest, and the court said:

“If the will be set aside, they will share in the property of the estate; they have therein an interest contingent upon the validity of the will. There is no rule of the law which will bar the doors of the courts when they seek to enter, asking the judicial determination, of the law and the facts whereon they base their claim to the property.”

It was likewise held in Brewer v. Barrett, 58 Md. 587, that the next of kin of one of the testator’s next of kin who had died intestate subsequent to the death of the testator, might contest the will.

The precise point was raised in the case of Van Alen, Executor, v. Hewins, 5 Hun (N. Y.), 44. One Calvin Drake died, leaving a last will and testament. Lucy Hewins, the only child and next of kin, contested the will. Before the matter was brought to a determination, Lucy Hewins died, and an executor was appointed upon her estate. He assumed the prosecution of the contest, and was met with the objection that the action did not survive; but the court held that:

“Probate merely authenticates an instrument propounded as a will. The effect of it is to establish the words of the probate as the legal will of the deceased. It is a quasi proceeding in rem. Such a proceeding cannot, in the nature of things, abate by the death of either of a proponent or a contestant. It must of necessity be continued until the instrument pro[680] pounded be admitted to probate, or probate thereof be refused.”

Upon the question of the right of revival in the name of the executor, the court said:

“The right to contest a will is given to the next of kin, because they would be entitled to the property of the deceased if the attempted testamentary disposition of it should not be established. If the probate in this case had been revoked in the lifetime of Mrs. Hewins, she, being the only next of kin of the deceased, would have been entitled' to the property. If revoked after her death, the property would belong to her personal representatives. * * * Her executors are therefore the proper parties to succeed her in the proceeding pending before the surrogate. The right survives to, and may be prosecuted by them, by analogy to the rule relative to actions.”

Our conclusion is that the administrator of the estate of Stephen Bailey was a proper party to the proceeding.

2. It is urged that the will of 1905 was shown by the proofs to have been duly and legally executed, and that the trial court was in error in refusing to so advise the jury. The point raised on the execution of the will was that the subscribing witnesses did not sign the will in the presence of the testatrix. The, record, we think, affords some basis for such an inference. The testimony of the subscribing witnesses was at variance on this phase of the case, and an issue of fact was thereby raised which the trial court very properly submitted to the jury.

3. Counsel insist that:

“There was no evidence* of undue influence exercised upon testatrix in the making of the first codicil of November 18, 190§, and no presumption of undue influence could arise with respect thereto.”

As tó whether the testimony was such as to raise the presumption of undue influence, we cannot agree [681] with counsel; The rule of law which brings spiritual advisers within the zone of the confidential relation is stated by Mr. Justice Cooley, in his work on Torts (1st Ed.), p. 530, as follows:

“The law takes notice of the influence likely to be acquired by the physician over his patient, and scrutinizes with jealousy their dealings while the relation continues. As the control of spiritual advisers is likely to be even greater, and more controlling -especially in the last illness, the reasons for such jealousy are powerful in proportion, and they should be able to show that any advantage obtained for themselves or their church or denomination was the result of free and voluntary action and not obtained by practicing in any manner upon the fears or the hopes, or by taking advantage of spiritual or bodily weakness.”

The testimony shows that Miss Bailey was well advanced in years, was in poor health, and was a devotee of the Episcopal Church; that the Rev. William Sayres was her spiritual adviser; that he was sent for by her and consulted as to this codicil; and that he not only advised with reference to it, but prepared the codicil for her. This was sufficient proof of the confidential relation to raise the presumption of undue influence, and after it arose it was a presumption which stood as an item of proof in the case to support the contestant’s allegation of undue influence.

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Williams v. Bailey, 186 Mich. 677 (Mich. 1915).

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