Young v. Barner

27 Va. 96
CourtSupreme Court of Virginia
DecidedJanuary 27, 1876
StatusPublished

This text of 27 Va. 96 (Young v. Barner) 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
Young v. Barner, 27 Va. 96 (Va. 1876).

Opinion

Staples, J.,

delivered the opinion of the court.

This is a controversy as to the probate of a will. It involves two questions, one of testamentary capacity,, and the other relating to the formal execution of the instrument. A jury was empannelled in the County court, and a verdict rendered in favor of the will; which was approved by the presiding judge. An appeal was taken to the Circuit court. The judge of that court,, after hearing the evidence, was inclined to think that the testatrix was possessed of sufficient testamentary capacity: he however held that the writing was not executed in accordance with the requirements of the-statute; and for that reason refused to admit the will to probate. From that decision an appeal was taken to this court. The case has been argued here, both-[103]*103upon the question of testamentary capacity, and that of the formal execution of the instrument. It must therefore be considered by us in, both aspects.

In controversies touching testamentary capacity, the evidence being a mere matter of opinion, is generally of a conflicting cbaracter.

As a general rule such evidence unless founded on facts, except in the case of experts, has but little weight with the courts and juries. An exception to this rule is allowed as to the subscribing witnesses, who are regarded in the law as placed around the testator to guard against fraud, and to ascertain and to judge of his capacity.

But it is also held upon good authority, that a person who signs his name as a witness to a will, by his act of attestation solemnly testifies to the sanity of the testator. If he afterwards attempts to impeach the validity of the will his evidence is not to be positively rejected; but it is to be received with the most scrupulous jealousy. 1 Jarmin on "Wills 77, and cases cited in note 1.

In all questions of testamentary capacity, particularly where the evidence is conflicting, the courts are inclined much to consider the dispositions contained in the will. If such dispositions be in themselves consistent with the situation of the testator, in conformity with his affections and previous declarations— if they be such as might justly have been expected— this is itself said to be persuasive evidence of testamentary capacity. The rationality of the act goes to shew the reason of the person. This rule has been repeatedly applied in the English courts in cases of doubtful capacity from age or sickness. 1 Jarmin, page 82, note.

In the case before us, the testatrix had no children [104]*104of her own, but she had an adopted son, a nephew, to whom she was greatly attached. To him she gave her real estate for life, and at his death it was to pass in fee to her brothers. The residue of her property she gave to her mother for life, and then in fee to the sisters of the testati’ix. One of the witnesses states that these provisions are different from what he heard the testatrix say in health she intended to make. What that disposition was we are not told. But to whom could she have given her estate more deseiwing her just regard and bounty than these devisees, her adopted son, mothei’, brothers and sisters. It is true her father was also living at the time, but he, of course, receives the benefit of the bequest made to the mother. A will containing provisions so just in themselves, so thoughtful, is very persuasive evidence of a disposing mind and memory. It is very true, as counsel have insisted, that suggestions were made at the time b.y persons in the room to the testati’ix as to the objects of her bounty; but it is equally true that no suggestions were made by any one who is provided for in the will, and that -all the provisions are in conformity with the directions given by the testatrix herself. Her declarations, her recollection of money she-had paid two of her servants, and of grain gotten by anothei’, occuring whilst the will was being prepared, show that she was of disposing mind and memory, down to within a few moments of the execution of the will. When the various provisions were read over to her, she was raised in her bed and signed her name without hesitation or serious difficulty. There is nothing, certainly nothing positive or reliable, to show that at that time, or at the time of the attestation of the witnesses, she was not fully conscious of all that was being done by herself and them.

[105]*105It is unnecessary however to enter into a minute discussion of the evidence. Upon well settled principles the jury were the proper judges of the weight and credit due to the testimony of the witnesses, and their verdict when sanctioned by the two judges who heard the evidence, is entitled to the highest respect in this court. In such case the deviation from the proof must be very plain and palpable to warrant the interference of an appellate court. Jessee v. Parker’s adm’rs, 6 Gratt. 57; Greer v. Greer’s adm’r, 9 Gratt. 330; Dudleys v. Dudley’s adm’r, 3 Leigh 471, 484.

The next point for consideration is the question of the due execution of the instrument. Upon this point, as upon that of the testamentary capacity, the decision of the lower court is of course entitled to the greatest respect; but the force of that consideration is much diminished by the fact that the verdict and judgment in the County court were reversed by the circuit judge upon the question of the formal execution of the will. The matter is therefore before us in a great measure •unaffected by the weight generally due to the opinion of the trying court.

Our statute prescribes that the witnesses shall subscribe the will in the presence of the testator; but no form of attestation shall be necessary. The cases do not very accurately define what is meant by the phrase “in the presence of the testator.” Upon this subject the judges of this court have held very conflicting opinions. Neil et als v. Neil, 1 Leigh 6; Moore v. Moore’s ex’or, 8 Gratt. 307; Sturdivant v. Birchett, 10 Gratt. 67; Nock v. Nock’s ex’ors, 10 Gratt. 106.

But whatever may have been the conflict of opinion upon other points, it is well settled that though the attestation of the witnesses is in a different room, and even in a different house, it is good as being in the [106]*106presence of the testator, if within the range of his. vision, so that he might have seen it. It is not necessary that he should actually have seen the attestation. It is sufficient that he might have seen it if he chose to do so. Casson v. Dade, 1 Bro. C. C. 69.

Another rule is equally well settled; and that is when the attestation is in the same room with'the testator, it is presumed to have been made in his presence until it appears that he could not have seen it. If the witnesses to the will are dead, or if there is a failure of recollection on their part, the court will often presume (the will being in other respects regular) that the requirements of the statute have been complied with in the formal execution of the instrument. Such presumptions are absolutely essential to the protection of property and the security of titles. Were it otherwise the most important and solemn instruments would often fail to take effect bv the death, or from the mere failure of attesting witnesses—real or assumed—to recall each and every formality presented for the execution of testamentary papers.

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Related

Neil v. Neil
1 Va. 6 (Supreme Court of Virginia, 1829)
Greer v. Greers
9 Gratt. 330 (Supreme Court of Virginia, 1852)

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Bluebook (online)
27 Va. 96, Counsel Stack Legal Research, https://law.counselstack.com/opinion/young-v-barner-va-1876.