Wooddy v. Taylor

77 S.E. 498, 114 Va. 737, 1913 Va. LEXIS 138
CourtSupreme Court of Virginia
DecidedMarch 13, 1913
StatusPublished
Cited by12 cases

This text of 77 S.E. 498 (Wooddy v. Taylor) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wooddy v. Taylor, 77 S.E. 498, 114 Va. 737, 1913 Va. LEXIS 138 (Va. 1913).

Opinion

Harrison, J.,

delivered the opinion of the court.

[738]*738The last will and testament of T. C. Wooddy, deceased, was duly proven and admitted to probate in the Chancery Court of the city of Richmond on the 10th day of June, 1910, and one week thereafter this bill was filed by the appellants, John P. Wooddy and Clayton J. Wooddy, seeking to impeach the will and have the same set aside upon the ground that the testator had been unduly influenced and was mentally incapable of making the will. There was an issue out of chancery to determine the question thus raided and a mass of evidence taken. The contestees demurred to the evidence, and the jury brought in a verdict in their favor, subject to the action of the court upon the demurrer. Upon due consideration the court entered a final decree sustaining the demurrer to the evidence, ratifying, approving and accepting the verdict of the jury, declaring the contested paper to be the true last will and testament of T. C. Wooddy, deceased, and dismissing the bill. From that decree this appeal was taken.

It appears that the testator was a citizen of Richmond, who died in June, 1910, at the advanced age of eighty-six, possessed of a considerable estate, and without lineal descendants. His. wife died many years before his death. There were two children of the marriage, both daughters. One of these married E. Harvie Spence, a merchant of Richmond, and afterwards died without issue. The other daughter married a Mr. Bruce, and died leaving an only daughter, who married Josiah Vaughn, a druggist of Richmond.

The uncontradicted evidence shows that throughout all the years of his life, after Mr. Spence became his son-in-law and Mr. Vaughn became his grandson-in-law, the warmest and most cordial relations existed between them. They lived together most of the time, and when not actually living under the same roof their intercourse was almost daily and very intimate, the testator manifesting his interest in and affection for them in many Avays. One of the [739]*739appellants was Ms nephew and the other Ms great-nephew. It satisfactorily appears that appellants, as well as other collateral kin, had seen comparatively little of testator, and that no kindly or intimate relations existed between them. Indeed, they seemed to have had very little knowledge of each other, although living in the same community.

On the 14th day of February, 1908, the testator made and executed his will, by which, after providing for his funeral expenses and debts, he made the following disposition of his estate:

“3rd Item: I give, bequeath and devise to my son in law, E. H. Spence, and my granddaughter, Annie C. Yaughn, wife of Josiah Yaughn, all the rest and residue of my estate both real and personal, after the payment of my just debts, in equal portions, share and share alike, and if my said granddaughter, Annie C. Yaughn, should die before I shall depart this life, give, bequeath and devise to my grandson-in-law, Josiah Yaughn, the husband of the said Annie O. Yaughn, that portion of my estate which, in event of his surviving me, will go to my said granddaughter under the first portion of this clause.”

4th Item: “Having the fullest confidence in the integrity of my hereinafter named executors, I have requested them to perform certain acts and do certain things, a memorandum of which acts and things is to be found in my private papers of which my executors know, I hereby enjoin them to carry out to the letter the terms of said memorandum.”

5th Item: “I hereby appoint my son-in-law, E. H. Spence, and my grandson-in-law, Josiah Yaughn, executors of this my will and desire that no security be required of them as such.”

The memorandum referred to in this bill consisted of a list of small legacies to charities and a number of personal friends, which were to be paid after his death, unless paid and marked off by him during his lifetime. The paper [740]*740shows that about half of these items had been paid and marked off at the time of the testator’s death.

On the 23rd of September, 1909, the testator made and executed a paper which is designated as a codicil to his will, but which is in substance a new will, by which, after setting forth that E. H. Sp'ence and Annie O. Vaughn had both departed this life, making the codicil necessary, he devises and bequeathes the portion of his estate which was intended for said E. H. Spence^ to-wit: on'e-half thereof to Mrs. Bessie A. Spence, the second wife of his deceased son-in-law, and E. Harvie Spence, Jr., and Miss Mary D. Spencer, share and share alike, or one-sixth each, and gives the remaining half of the estate to Josiah Vaughn, the husband of his deceased granddaughter, and provides that should Vaughn not be living when he died, that the share intended for him should fall in with the other moiety of his estate and pass to Bessie A. Spence, Mary D. Spencer and E. Harvie Spence, Jr. In lieu of the fourth item of his will; he provides in the codicil for the small legacies which had been mentioned in the memorandum referred to in his will. He appoints his grandson-in-law and H. Selden Taylor his executors, and requests that no security be required of them.

In view of the long, intimate and devoted family relations that had existed between the testator and the chief objects of his bounty provided for both in the will of February, 1908, and the codicil thereto of September, 1909, and of the fact that he had no lineal descendants, and no collateral kin that he had ev'er manifested any special interest in, there was nothing unreasonable or unnatural in the disposition made by him of his estate.

Viewing the evidence in this case from the standpoint of a demurrer to the evidence, we are of opinion that the appellants have failed to sustain the allegations of their bill, that the testator was incompetent to make the will and codicil thereto involved in this controversy, and that [741]*741be was constrained to make such disposition of bis property by undue influence. Tbe allegation that undue influence was exerted over tbe testator is without any evidence to sustain it. Before undue influence can be made ground for setting aside a will, it must be sufficient to destroy free agency on tbe part of tbe person executing tbe instrument. It must amount to coercion — practically duress. It must appear to tbe satisfaction of tbe court that tbe party bad no free will, but stood in vinculis; and tbe burden in such a case, as in a case where fraud is charged, is always on him who charges undue influence. Howard v. Howard, 112 Va. 556, 72 S. E. 133.

Tbe only evidence adduced by tbe contestants in support of tbe charge that undue influence was exerted over tbe testator was tbe testimony of one or two ladies, who say that they thought that Mr. Spence and Mr. Yaugbn bad considerable influence with tbe testator; and yet one of these witnesses, on cross-examination, says that tbe testator always did bis own way; thought bis way was right, and that be was an independent sort of man who did bis own thinking. In tbe light of such evidence, it is needless to dwell longer upon tbe charge of undue influence.

As to tbe charge of mental incapacity, it is said in Bobertson’s Old Practice, vol. 3, p. 337, that “the presumption of competency is not destroyed by any extremity of age. Browne v. Molliston, 3 Whart. 137. Nor is incompetency established by proving that tbe mind has been impaired by disease. Tompkins v. Tompkins, 1 Bailey [S. C.] 92, 19 Am.

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Bluebook (online)
77 S.E. 498, 114 Va. 737, 1913 Va. LEXIS 138, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wooddy-v-taylor-va-1913.