Eldred v. Warner
Eldred v. Warner
Dissenting Opinion
delivered the following dissenting opinion:
I am unable to concur with my learned associates in the disposition made of this ease. The record is as follows: “On the fourteenth of May, 1874, the following bill in equity was filed in the district court of the first judicial district :
“ Territory of Arizona, county of Pima. In district court, first judicial district. Bufus E. Eldred, plaintiff, v. Solomon Warner, administrator of the estate of George M. Newsome, deceased, defendant.
“Now by attorney comes the above-named plaintiff, and complaining of the defendant herein, for cause of actioh avers and shows, that heretofore, to wit, on the twenty-first-day of February, A. D. 1874, at the village of Tucson, county of Pima, and territory of Arizona, one George M. Newsome, then and there being a resident, died intestate and leaving-property and estate within the said county; that thereafter, on, to wit, the twenty-seventh day of February, A. D. 1874, the said defendant, as public administrator in and for the said county of Pima, territory aforesaid, duly petitioned the probate court in and for the said county of Pima for letters
“ Plaintiff further avers that on, to wit, the eighteenth day of December, A. D. 1878, at the town and county of Turna, and territory of Arizona, he, the said plaintiff, and the said George M. Newsome, in his life-time, entered into a certain compact and agreement; said compact and agreement being hereto annexed, marked ‘Exhibt A/ and made a part of this complaint, wherein the said George M. Newsome of the one part, and the said plaintiff of the other part, covenanted and agreed, onó with the other, that upon the decease and death of either of the said parties to the said compact and agreement, then that all goods, chattels, and property, both individual and partnership, of whatever character, of which either of the said parties was seised at the time of his death should fall to and vest exclusively in the survivor, upon the said survivor paying all of the debts of the deceased party.
“ The plaintiff further avers that the said George M. New-some died on or about the twenty-first day of February, A. D. 1874, and that the said plaintiff is now the survivor as mentioned in said compact and agreement, and legally entitled to the possession and ownership of all the property of which the said George M. Newsome died seised. Said property consists of and is described as follows, viz.: two diamond rings, one plain gold ring, one large diamond breastpin, and one pair of diamond sleeve-buttons. Plaintiff avers that the above-described property is of great value; also the interest of the said George M. Newsome in the unsettled
“And plaintiff further avers, and shows as a ground for the equitable interposition of this court, that the real and intrinsic value of the said property in question and above described, with the exception of the said partnership interest, is unknown to the said plaintiff, nor can such real and intrinsic value be ascertained except by and through the most experienced lapidaries, and that the said plaintiff is informed and verily believes that there are no such experienced lapidaries within the jurisdiction of this court; that if this court should refuse to equitably interfere between the said plaintiff and the said defendant, the said plaintiff could not be compensated in damages, for the reason such damages could not with any certainty be ascertained.
“And as a further ground for the equitable relief sought for in the complaint, plaintiff avers that the property in question and above described, with the exception of said partnership interest, is to him of a value altogether beyond their price, or actual money worth, a pretium affeciionis on account of the bonds of friendship which united him to the said George M. Newsome; that if the said property were sold or departed from the possession and ownership of the said plaintiff, money or damages could not compensate him for the loss of said property. Plaintiff further avers that he has at all times been ready and willing, and is now ready and willing, to perform all of the conditions imposed upon him by the terms of the said compact and agreement hereunto annexed, to wit, the payment of all of the debts of said partnership heretofore mentioned, and the individual debts of the said George M. Newsome, and that he has at
The complaint is verified in the usual form.
“ EXHIBIT A.
“This agreement, made the eighteenth day of December, A. D.° 1878, between George M. Newsome and Rufus E. Eldred (sic), witnesseth: that the parties hereto have been and are now full partners in all their business of whatsoever kind that has been contracted by them or either of them; that it is agreed now that in the ease of death of either partner, the surviving partner shall settle the business of the partnership, and that after paying all the just debts of said partnership, and the debts of the deceased partner, that all the property of every kind, money or stocks, remaining, shall belong to the surviving partner, for his sole use and benefit, without any process of law whatsoever, accounting only to the creditors of the firm, and the creditors of the deceased partner, and to no one else without exception.
‘£ This agreement has always been fully understood between the parties hereto, and after careful consideration is now fully understood, and we now bind ourselves, and all persons connected to or with us, firmly by this agreement,
“G. M. Newsome. [Seal.] “R. E. Eldbed. [Seal.]
“ Signed in presence of
“H. N. Alexander.”
Then next appears the following affidavit:
“ Territory of Arizona, county of Pima, ss.
“Rufus E. Eldred (sic), being first duly sworn, deposes and says the within claim is justly due, that no payments have been made thereon, and that there are no offsets to the same to the knowledge of the said affiant, the claimant.
“R.E. Eldred.
“Subscribed and sworn to,” etc.
“Bufus E. Eldred having submitted to me this article of agreement as a claim against the estate of George M. New-some, deceased, the same is hereby disallowed this fifth day of May, A. d. 1874. Solomon Warner,
“Administrator of the estate of George M. Newsome, deceased.”
Then follows a copy of the summons; next, a demurrer that the complaint does not state facts sufficient to constitute a cause of action by McOaffry for defendant. Upon the hearing in the court below, the demurrer was sustained. Plaintiff appealed.
McCarty and Ciarle and C. W. C. Rowell, for plaintiff and appellant, claiming the instrument to be a contract, cited Logan v. Wienhold, 1 Story’s Eq., sec. 786; Du Beil v. Thompson, 43 Eng. Ch. 468; Beckley v. Newland, as referred to in 1 Story’s Eq. 343.
McOaffry, for defendant and respondent. It is not a will. 4 Kent, 633; Schumaker v. Schmidt, 4 Am. Rep. 135; Brewer v. Baxter, 5 Id. 530; Redf. on Wills, c. 2, sec. 2; Martindale v. Warner, 15 Pa. St. 479. It is not a claim against the estate. Prob. Laws, A. T.; Fallon v. Butler, 21 Cal. 31. Plaintiff should have gone to probate court first. Prob. Laws, A. T.; 10 Cal. 500; Comp. Laws, 376, sec. 13, 14. It is not a valid will. Stat., Wills; Comp. Laws, 250; Alter’s Appeal, 5 Am. Bep. 434.
On the hearing in this court it was adjudged by the majority of the court that the judgment below, sustaining the demurrer, be reversed. I can not concur, and I submit the following reasons for my dissent. I will first, as a preliminary matter, consider whether the question of jurisdiction has been raised. Section 144 of the New York code prescribes the first and sixth grounds for demurrer as follows:
1. That the court has no jurisdiction of the person of the defendant or of the subject of the action.
6. That the complaint does not state facts sufficient to constitute a cause of action. New York Code, sec. 144.
Section 40 of our civil practice act is the same, and is of course taken subject to such judicial construction as was had in New York prior to our adoption of it; therefore, whatever
The complaint in this case prayed for equitable relief alone, and showed that no other relief was possible, and expressly alleged that there was no adequate remedy at law. Under that showing in the complaint, the demurrer in this case raised the question of jurisdiction. Hotchkiss v. Elting, 36 Barb. 38. Besides this, section 45 of our civil practice act, following the sections assigning objections which may be taken by demurrer or answer, says: '“If no such objection be taken either by demurrer or answer, the defendant shall be deemed to have waived the same, excepting only the objection to the jurisdiction of the court and the objection that the complaint does not state facts sufficient to constitute a cause of action.”
The question of jurisdiction is never waived. It can be raised at any time. And there is nothing in our statute limiting a party to any particular way of raising such an objection, or any particular time when he shall do it. It would appear, then, that at any time such an objection is brought to the notice of the court in any way it must be entertained, and if found good, it must be sustained; at least, I think there can be no doubt that such is the case where there is an inherent, insuperable, incurable bar to the jurisdiction. I will not say, if there urns a potential jurisdiction,
The complaint in this case was a bill in equity for specific performance, but it contains a certain statement of facts. If those facts, as stated, would give the plaintiff a standing in court on any other basis than the one he supposed he occupied, it may be urged that he would have been entitled to the proper relief, although such relief might have been at law instead of in equity. I shall therefore consider this complaint in every way in which it seems possible to me that it might be made the ground for relief of any kind, either at law or in equity. I shall consider whether the demand made can be regarded as upon a claim against the estate in the sense of the probate act, or as upon a contract, and if it seems the instrument has reference to neither of these things, I shall endeavor to see what kind of a document it is, judged by the accepted canons of judicial construction, and if found to be anything at all, whether in such case the court could grant any relief upon it.
1. Is this a claim against the estate in the sense of the probate act ? To determine whether the claim made by plaintiff is such a claim as the statute contemplated, we must examine, first, what kind of a claim it is which plaintiff puts forward, and then see whether it falls within the class de
Now let us see what kind of claims the statute says may be presented to the administrator, and which, upon his rejection thereof, the district court may examine and order to be paid in due course of administration, and let us consider, as we go along, whether in these sections the word “ claim ” does or does not mean a money demand and what a creditor may present. Section 128 of our probate act says that “ every executor or administrator shall, immediately after his appointment, cause to be published in some newspaper published in the county, etc., a notice to the creditors of the deceased, requiring all persons having claims against the deceased to exhibit them with the necessary vouchers,” etc.
Section 130: “If a claim be not presented within ten months after the first publication of the notice, it shall be barred forever, provided, if it be not then due, or if it be contingent, it may be presented within ten months after it shall become due or absolute,” etc.
Section 131: “Every claim presented to the executor or administrator shall be supported by the affidavit of the claimant that the amount is justly due, that no payments have been made thereon, and that there are no offsets to the same, to the knowledge of the claimant or other affiant. The amount of interest shall be computed and included in the statement of the claim, and the rate of interest determined,” etc.
Section 133: “Every claim which has been allowed by the executor or administrator, and approved by the probate judge,
Section 134: “When a claim is rejected, either by the executor or administrator or the probate judge,- the holder shall bring suit in the proper court against the executor or administrator, within three months after the date of its rejection if it be then due, or within three months after it becomes due, otherwise the claim shall be forever barred.”
Section 140: ‘ ‘ The effect of any judgment rendered against any executor or administrator upon any claim for money against the estate of his testator or intestate, shall be only to establish the claim in the saspe manner as if it had been allowed by the executor or administrator and the probate judge, and the judgment shall be, that the executor or administrator pay in due course of administration the amount ascertained to be due. A certified transcript of the judgment shall be filed in the probate court. No execution shall issue upon such judgment, nor shall it create any lien upon the property of the estate, or give to the judgment creditor any priority of payment.”
Section 147: “At the same term at which he is required to return his inventory, the executor or administrator shall also return a statement of all claims against the estate which shall have been presented to him. * * * In all such statements he shall designate the names of the creditors, the nature of each claim, when it became due or willbecome'due, and whether it was allowed or rejected by him.”
These sections speak of creditors, of amounts being due, payments thereon, offsets to the same, computations of interest, the rate of interest, and the payment of such claims in due course of administration.
To my mind, it seems beyond question, that in all these sections the legislature had in view one class of claims only, namely, money demands—demands of a certain sum of money, or a sum which by examination could be made certain, a claim which would be fully met by a money judgment, or by an order to procure and pay a certain sum of money, and not prayers for equitable relief, demands for specific performance, or claims for an entire estate.
There seems to be no necessity for trying to give the pre
The foregoing sections are substantially a copy of the California probate law. In that state, the question as to what is meant by the word “claim,” in sections similar to those above quoted, has frequently arisen.
In Fallon v. Butler, 21 Cal. 24, the subject received careful consideration; Mr. Justice Field, who delivered the opinion, stating that titles to property amounting in value to millions of dollars hung upon the meaning given to the word “ claim ” in the probate act. After a full review of sections similar to those above quoted, the judgment of the court was that: “ Whatever signification there may be attached to the term ‘ claim ’ standing by itself, it is evident that in the probate act it only has reference to such debts or demands against the decedent as might have been enforced against him in his life-time by personal actions for the recovery of money, and upon which only a money judgment could have been rendered.”
Under this view of the meaning of the term “claim ” in the probate act, the court went so far as to declare in that case, that even a mortgage lien was not a claim against the estate in the sense that it should be presented to the administrator for his action thereon, overruling two former decisions of the court on that point.
The same question has arisen in New York, under a law similar to ours, and thereupon the language of the court was: “The statute contemplates an ordinary debt .for which the deceased was liable in his life-time, upon a prom
But the demand in this case could never have been enforced against the deceased in his life-time, and not even now could a judgment ordering the payment of any certain sum of money be rendered thereon; wherefore, I consider it clear that this demand is not a claim against the estate which should have been presented to the administrator, and that, therefore, the plaintiff was not benefited in any way because he did so present the claim, and the case must be considered as if no such presentation was ever had, except in so far as the recitals in the complaint as to presentation show that plaintiff had notice of all the proceedings in the probate court connected with this estate.
It would have- been utterly impossible for the court below to have proceeded on this demand, as upon a claim against the estate in the sense of the probate act, because in such case the judgment is compelled, by section 140 of the probate law, to take a certain specific form, viz.: “And the judgment shall be that the executor or administrator pay, in due course of administration, the amount ascertained to he due."
This matter being on demurrer, the statements in the complaint are to be taken as true, and the complaint states it is impossible to ascertain the amount in money which will be a satisfaction of plaintiff’s demand, that money can not compensate him, that he is praying for certain mementos of a deceased friend which have for him a -prelium afectionis far beyond their money value, even if that value could be ascertained; so it is clear that no judgment, as upon a “ claim against the estate,” could have been rendered in this case, and therefore, the complaint failed to make a case as on that ground.
II. Is this instrument a contract on which specific performance will lie ? Specific performance will not lie on this instrument, as a contract, because: 1. As a contract, the right of action is barred thereon by the probate law; 2. As a contract, the instrument is a violation of the statute of
1. As a contract, the right of action on this instrument is barred by the following section of our probate law: “Sec. 195. Actions for the recovery of any property, real or personal, or for the possession thereof, and all actions founded upon contracts, may be maintained by and against executors and administrators in all cases in which the same might have been maintained by or against their respective testators or intestates.” Laws, 1873, p. 143.
Gould any action have been maintained upon this instrument as upon a contract during the life of the deceased? Clearly not, for by the terms of the instrument itself no right accrued, or could accrue to the plaintiff, until the death of the other party. The legislature has expressly declared that no action can- be had upon it as a contract after his death.
2. As a contract, the instrument is in violation of the statute of wills. Section 4 of our statute of wills reads as follows: “Sec. 4. Every person of full age and sound mind may, by his last will and testament in writing, bequeath and dispose of all his personal estate remaining at his decease, and all his rights thereto and interest therein, and all such estate not disposed of by the will ‘ shall be administered as intestate estate.’” Comp. Laws, 1871, p. 250. There is a similar section as to real estate, and the instrument in this case undertakes to dispose of all property of every kind remaining at the death of either party after payment of debts. Here is a permission to dispose of personal property by will, coupled with the positive declaration that if not disposed of by will it must be administered upon as intestate estate, thus cutting off the right to dispose of it by contract.
Counsel for plaintiff urge in their brief, filed in this case, the following proposition: “A person may dispose of his property in any way or manner he desires. He may, if not laboring under any legal disability, enter into any contract for the disposal of his property, either before or after his death, as he wishes. The law does not and can not restrain him in this particular, unless it be done in subversion or in fraud of the rights of others. A person desirous of dis
I think it is quite clear from the reading of section 4 of our statute of wills, that the law does limit him to the particular form or method of procedure known as making a will, and debars him from disposing of his property by a contract. That our legislature has the power to make such a statute, I will consider in another part of this opinion.
The supreme court of Iowa says: “A contract made in violation of a statute * * * is void, and can not be enforced by action. This principle is sustained by a great number of authorities. Besides those just cited, we refer to a few others: Pennington v. Townsend, 7 Wend. 276; Robeson v. French, 12 Met. 25; Lyon v. Strong, 6 Vt. 219; Gregg v. Wyman, 4 Cush. 322; Davis v. Bronson, 6 Iowa, 410; Wheeler v. Russell, 17 Mass. 258. This last is a leading case upon this subject, in which Parker, C. J., says: ‘No principle of law is better settled than that no action will be maintained upon a contract made in violation of the statute.’” Pike v. King, 16 Iowa, 52. And see post, in this opinion, the language of the court in Habergham v. Vincent, that a man is bound to follow the forms prescribed by law.
3. As a contract, the instrument is in violation of our public policy. It is the policy of our government, as well as of all civilized governments, to foster and uphold the family relation, the basis of all society. The family is fostered and protected by having the right to succeed to the estate of the ancestor. The right of succession is a part of our public policy. The statute of wills, so far as it allows an ancestor to name his heirs to the exclusion of his natural heirs, is in derogation of that right. The privilege which it gives is a privilege to disinherit the heir. It is a privilege very carefully guarded by the checks and limitations in the statute itself, requiring the act to be done in writing, by a person of full age, of sound mind, and in the presence of two witnesses, who shall attest the instrument at the time. The act of disherison in this case is against the public policy of the territory, and would be void independent of the statute of wills, because not sanctioned by any law.
The territory is a possible heir itself to all estates. It
Du Biel v. Thompson was as follows: It is an English case. Mr. Thompson was a person possessed of considerable wealth, and had a marriageable daughter. Du Biel was a single gentleman, having the title of baron. Mr. Thompson entered into written agreement with the baron that if the latter would marry his daughter, thus making her a baroness, he would pay down the sum of ¿£10,000 sterling, and would also leave a further sum of ¿610,000 in his will to be settled on his daughter and her children. The baron, in addition
In Mercier v. Mercier, 50 Ga. 546, “plaintiff agreed with defendant, her brother, who proposed to contract a marriage of which their father disapproved, threatening if it was contracted to leave all his property to plaintiff, that she would divide the property if left to her, equally with defendant, who agreed to do the same if the property should be left to him. Defendant was married accordingly, and his father afterwards died and left Mm all his property. Held, that the agreement between plaintiff and defendant was against public policy, and that a bill would not lie for specific performance of it,” as quoted in Am. Law Rev., Oct. 1875, p. 137.
I do not consider either of these cases in point. I have cited Mercier v. Mercier, merely to place it side by side with Beckley v. Newland. I will now cite a case, the analogy of which to the one at bar will, I think, be evident. I refer to the recent case of Ryan v. Daniel, l You. & Coll. 60. Fry, in his Specific Performance, states the case of Ryan v. Daniel as follows: “ In the latter case, each of two young officers in the army signed and gave to the other a document by which each charged his estate with ¿61,000 in favor of the other, in case the other should survive him, the consideration of each of these documents being the other of them. Many years subsequently a correspondence passed between these officers with a view to a rescission of the transaction, but that intention was never carried into effect. The court held, that, looking at the circumstances of the transaction, the age and condition of the parties, and their subsequent correspondence, there was no equitable claim which the court could enforce; but it retained the bill for twelve months, with liberty to bring an action to establish, if they could, a legal debt.” Fry on Spec. Perf. 499, 2d Am. ed. In this last case the claim was for a certain fixed sum of money, which possibly might have been established as a money demand against the
The probate law and statute of wills of this territory are public acts, of which, together with the public policy of the country, courts must take judicial notice. The instrument set forth as the whole foundation of the action being void on its face as a contract, I think it appeared on the face of the complaint that there were'not sufficient facts stated to constitute a cause of action, as upon a “claim” or as upon a contract. It remains to be seen whether there was any force in the instrument viewed in any other light upon which the court might have acted, and this brings me to the consideration of the question, What kind of an instrument is this which was executed by plaintiff and deceased ?
In law, instruments are classed according to their legal effect, notwithstanding the parties may have considered they had a different effect, or may have given them a different name at the time of their execution. Parties may sign au instrument and call it a deed, but the courts will sometimes tell them that it is in fact a bond, or a mortgage, or a contract; or probably, to their surprise, they may be informed that it is not a deed at all, but a will.
The courts have certain legal tests for determining the character of instruments submitted to them. The test to discover whether a document is a will or not, is to inquire whether it passes a present interest, or whether it passes no interest until after the death of the maker. In the first case, it is not a will; in the second case, it is a will, no matter what may be its form. Let us look at some English authorities on the point. Habergham v. Vincent, 2 Ves. jun. 205; S. C., 4 Bro. C. C. 353, was argued before the high court of chancery in England' in 1793, Lord Loughborough, chancellor.
It was on this final hearing in the high court of chancery unanimously decided that the instrument was not a deed,
Mr. Justice Buller, in delivering his opinion, said: “The first point I shall consider, is whether the last instrument is testamentary or not. * * * It was argued for plaintiff that the testator did not intend to make a will when he executed the deed, and therefore it can not operate as a will. Whether the testator would have called this a will or a deed is one question; whether it shall operate in law as a deed or a will is a distinct question, and that is now to be considered. That is to be governed by the provisions in the instrument. A deed must take effect upon its execution, or not at all. It is not necessary to ( onvey an immediate interest, in possession, but it must take effect as passing that interest executed; but a will is quite the reverse. It can only operate after death, and upon this instrument it is clear the testator had no idea that this paper would have any effect until a distant period long after his death. * * When this case was argued there [in the king’s bench], no one of the cases quoted here .by the attorney general was mentioned or alluded to. I freely confess they did not occur to me. But those cases have established that an instrument in any form, whether a deed-poll or an indenture, if the obvious purpose is not to take effect till after the death of the person making it, shall operate as a will. The cases for that are both in law and equity, and in one of them there were express words of immediate grant and a consideration to support it as a grant; but as, upon the whole, the intention was that it should have a future operation after death, it was considered as a will. Therefore, this last instrument must be considered as a codicil, and I shall call it so in what I shall say upon it. The next question is what effect this codicil has upon the freehold. Upon that point-1 agree with my brother Wilson, that it is void for want of three witnesses
“The lord chancellor, in giving his opinion, concurred in the view that the deed-poll was in law a testamentary document, and said: ‘ Thirdly, there is no difference between law and equity in determining upon the effect of a testamentary act, and this instrument can not pass the freehold estate contrary to the provisions of a public law making that act void [that is, the law for wills requiring three witnesses for such a will]. The observation made by Justice Wilson is unanswerable, that it is not a personal privilege; that no man can reserve a power to act against the forms the law has imposed. Therefore, if it is to pass by a testamentary act, that must have all the requisite solemnities the law has directed.’ * * *
“Mr. Justice Wilson declared: ‘By the common law a man could not devise land. Then came the statute permitting him to do so by an instrument properly signed. Then, lest testators should be imposed upon, these guards were created by the statute of frauds, and that insists that a will of land shall either be executed in the manner pointed out, or be void [in this territory wills as to realty and personalty are-on the same footing]. This does not leave it at the option of the testator, but is a positive provision that a will shall be void if not executed according to that statute, and the testator can not say he will make a will without the requisites prescribed, either not thinking he will be imposed upon or not caring about it. The law will not suffer that, but requires, in all cases, that these ceremonies, which might be considered as circumstances only if the act had not said otherwise, shall be essential, and be observed in making every will.’” Habergham v. Vincent, 2 Ves. jun. 205; S. C., 4 Bro. C. C. 353.
I have quoted language from the above case on points other than construction of instruments, namely, as to the binding force' of the statute of wills, as cutting off equitable relief in cases not within the statute, to which I will refer in a subsequent portion of this opinion.
To continue with the English authorities. Jarman states: “The law has not made it requisite to the validity of a will that it should assume any particular form, or be couched
Dufour v. Pereira, 1 Dick. 419, cited in Lord Walpole v. Lord Orford, 3 Ves. 416, was a case where two persons signed an agreement before a notary public, providing for the disposition of their property after the death of either, and also after the death of the survivor. The parties were man and wife, but they were foreigners, and in their own
In the case of Lord Walpole v. Lord Orford, 3 Ves. 402, from which the above is cited, an attempt was made to prove an agreement for a mutual will. The agreement was not proved, but the chancellor declared, that even if it were proved, unless it were shown to be revocable it would not be enforced. It follows from that, that if an instrument setting forth such an agreement be not revocable, it can not be enforced. If it be revocable, then, being a direction for the disposition of property after death, not to take effect until after death, it is ambulatory in its nature, and is a testamentary document.
Let us now look at the American authorities. “A will may be defined to be a legal revocable disposition of one’s property, to take effect from his death.” Langdon v. Astor, 16 N. Y. 9, 49, .as quoted in O’Hara on Construction of Wills, 4. “Such an instrument may be couched in any form or language, provided that its whole operation is postponed to the death of the grantor. In one case there were both a consideration for the grant and words of immediate transfer, yet the instrument was held to be testamentary.” Allison’s Ex’rs v. Allison, 4 Hawks, 141, cited by O’Hara, p. 4. “In the United States, as well as in England, the testamentary character of a document depends on its substance, and not on its form, except so far as that depends on the statute.” Id., referring to Carle v. Underhill, 3 Bradf. 101, and In the Matter of Easton’s Will, 6 Paige, 186. “A last will and testament may be defined as the disposition of one’s property, to take effect after death.” 1 Redf. on Wills, c. 2, sec. 1; Turner v. Scott, 51 Pa. St. 126; Fredericks Appeal, 52 Id. 338.
When the payee of a promissory note made special indorsement to the effect that if he were not living at the time of its payment he ordered the contents paid to a person named, and died before the note was paid, the indorsement was held to be of a testamentary character, and entitled to probate as a will, l Redf. on Wills, 169, referring to Hunt v. Hunt, 4 N. H. 434; S. C., 17 Am. Dec. 438. “A deed which in terms was not to operate until after the .decease of the grantor has been held testamentary, and as such
The question as to whether an instrument in the form of an agreement was testamentary in its nature or not, was considered in the supreme court of Iowa, and it was held that the instrument was testamentary. The opinion states that the rule of construction by which to determine whether the instrument is a will or a contract is: “If the instrument passes a present interest, although the right to its possession or enjoyment may not accrue until some future time, it is a deed or a contract, but if the instrument does not pass an interest or right till the death of the maker, it is a will or testamentary paper.” (The italics are as in the opinion.) Burlington University v. Barrett, 22 Iowa, 60. Certainly the deceased in the case at bar did not intend to pass any interest in his property until after his death, for he did not covenant to stand seised of any property at all, but simply declared that whatever he might have at his death should go to the plaintiff.
In construing instruments, courts look at the intention of the maker, but in the matter of disposing of property the intention which they inquire into is, not what kind of an instrument he intended to execute, but what kind of an estate he intended to create. The subject-matter in the mind of the maker is, not what the instrument may be called in law, but what he is doing with the property. A man may very well know whether, in giving away a portion or the whole of his property, he wants to give it out and out, at the time, or whether he intends the gift shall not take effect until after his death, though he may not know or care what legal terms courts would use to designate the instrument he executes. The intention as to the property is the vital thing, and that is the intention the courts try to get at; for an instrument
I think I have cited enough to show that under both the English and American authorities any instrument, no matter what may be its form, which undertakes to dispose of property, the disposition not to take effect till after the death of the maker, no interest of any kind passing until after his death, is a testamentary document, to be treated entirely as such, so far as it relates to such property; and that the rules for constructing such an instrument are the same in equity as in law: that the character of the instrument once established as a will, it must then be treated throughout, so far as it relates to such property, as a will, to have force as a will so far as the disposition of that property is concerned, or else have no force at all in that respect.
In Burlington University v. Barrett, 22 Iowa, 72, the court said that counsel contending that the instrument was a contract cited twelve cases in support of that proposition. None of these cases cited are accessible to me; but I find in looking at the brief of counsel citing them, that five of them are cited in support of the proposition that “an instrument conveying personal property absolutely but retaining possession and control thereof during the life of the grantor is valid.” In reply to those cases, it may be answered: 1. That
In the instrument at bar, there is no obligation to pay money after dea'.h, and if it be claimed that it imposes an obligation to be performed after death, and is thereby a contract in the sense of those cases, it may be answered, that if the obligation was not to be performed until after death, no action could have been had on such a contract during the life of the party; and however it may be elsewhere, in this territory the legislature has declared that no action can be maintained against an executor or administrator on such a contract, as a contract. The policy and letter of our law practically make all contracts of that nature void as contracts, by taking away all right of action on them as contracts.
The wisdom of the law is evident. When the man is dead, the fight for the estate begins. Secret contracts are easily fabricated. The man is dead and can not contradict or explain them. The estate may be plundered to the prejudice of lawful heirs; therefore, to protect the heirs the law delares that there shall be no incumbrance on the estate except such as might have been enforced during the life of the testator, or such as he imposed upon it by will in the presence of witnesses as prescribed by law. But whether wise or not, such is our law, and we are bound by it.
Of the remaining four cases so cited, they are, in support of the following propositions, respectively:
1. An agreement to devise land in consideration of the payment of an annual sum vests an equitable title in the obligee. Johnson v. McCue, 34 Pa. St. 180.
2. A deed referring to and incorporating a will is good, and, taking the two papers together, shall be considered a deed, even if the disposition of the property is to take effect in the future. Dawson v. Dawson, Rice’s Eq. 260.
I do not think there is anything in these three cases to break the force of the long line of authorities cited to show what constitutes a will. And such was the opinion of the supreme court where those cases were cited, for the instrument in question there was held to be a will, although in the form of an obligation to pay a certain sum of money after death.
The last of the twelve cases cited to establish the instrument in the Iowa case as a contract is directly in harmony with those I have cited as establishing the instrument here as a will. It is cited as follows t “A test for determining whether an instrument is a deed or a will is, if the instrument was effective and operative at its execution, it is a deed. If it was only to be effective and operative in the future, it is a will.” Cummings v. Cummings, 3 Ga. 479.
Judge Saffold, who delivered the able opinion in Schumaker v. Schmidt, 44 Ala. 454; S. C., 4 Am. Rep. 135, says that in Golding v. Golding, 24 Ala. 122, “an instrument conveying a posthumous interest was regarded a deed, because it could not operate as a will for want of the requisite number of witnesses.” Golding v. Golding is not accessible to me, but if the court really did adopt that rule for determining whether an instrument was a deed or a will, I can only state that I consider in so doing it not 'only departed from the established authorities, but broke new and dangerous ground. I understand the character of the instrument is determined by the character of the estate conveyed, and not by the argument ah inconvenienti. By the rule in Golding v. Golding, as stated, every defective will rvould, if possible, be enforced in some other form, often to the exclusion of a prior perfect will, and the door would thus be opened to endless fraud, for if the requisite number of witnesses to a will may be dispensed with, all witnesses may be omitted, and the forger require no confederate in wresting any estate from the lawful heirs. # The statute of wills would become a nullity, and no estate would be safe. Golding v. Golding is in direct conflict with Habergham v. Vincent, herein cited,
In the case at bar, the instrument could not be effective to pass aDy interest to either party until the death of the other. All of the property prayed for by this bill was the individual property of the deceased, outside of the partnership funds, consisting of jewelry and diamonds, which he might at any time have disposed of as he saw fit. It was only in the event of his death with that property in his possession and ownership that plaintiff could acquire any interest in it. Therefore, it seems clear to me that if plaintiff has any claim at all on this estate, it is a claim as heir under a testamentary document, and not as a creditor of the deceased, nor as one taken under a contract. The instrument at bar is therefore a will.
This brings me to the question, Can our district courts establish a will ? The instrument in this case is in law a will, but it has not yet been probated so as to have legal force as a will; could the district court have proceeded to hear proof of the execution of this instrument and establish it as the will of deceased? or could it grant any relief to the plaintiff on his bill until the legal proof of the character of this instrument had been regularly made ? or could it even then give relief on original bill ?
Plaintiff did not pray for the allowance of a money demand against the estate. He expressly declared that no money judgment was possible. He prayed for the estate itself, alleging that he was the person properly entitled to receive it, and asked for an order removing the whole estate from the control of the administrator and placing it in his own hands for settlement. He asked the court below to set aside all proceedings had in the probate court, and to take upon itself the task of ordering the administration and settlement of the estate. He assigns no reason why he did not seek relief in the probate court first. He did not allege any irregularity or fraud in the proceeding of the probate court connected with this estate, and did not show that he could not at the time of commencing his action in the district court have obtained relief even then in the probate court, but on the contrary, as will be seen hereafter, he showed that the
Under our system, have our district courts the power, even as courts of equity, to take original jurisdiction of such a demand ? To answer this question, we must inquire a little into the constitution of our judicial system. If we go back to the source of our judicial power, and note how this power has been ordered, arranged, and distributed, then if there has been any express disposition made of the particular, power required in this case, we can easily find where it has been lodged.
The act creating the territory, in force long before the execution of the instrument which is the foundation of this action, and ever since and now in force, declares as follows: “The judicial power of said territory shall be vested in a supreme court, district court, probate court, and in justices of the peace.” Section 10, organic act of New Mexico, made applicable to Arizona February 21, 1863. By the same act the following decree was made concerning the jurisdiction of said courts: “The jurisdiction of the several courts herein provided for, both appellate and original, and that of probate courts and of justices of the peace, shall be as limited bylaw.” Id. By the same act the power to limit this jurisdiction was given to the legislature of Arizona in these words: “ The legislative power [of Arizona] shall extend to all rightful subjects of legislation, consistent with the constitution of the United States,” etc. Id., sec. 7.
The supreme court of the United States has passed upon this question as to what this grant of power means, and has defined it in the following language: ““Whenever congress has proceeded to organize a government for any of the territories, it has merely instituted a general system of courts therefor, and has committed to the territorial assembly full power, subject to a few specified or implied conditions, of supplying all details of legislation necessary to put the system in operation, even to the defining of the jurisdiction of the several courts—as a general thing subject to the general scheme of local government chalked out by the organic act,
This disposes of the claim made by plaintiff that the legislature has no power to say that a man may not dispose of his property after death by compact or contract instead of by will, if he desires to do so. The legislature has full poiuer over all rightful subjects of legislation, and the matter of the disposition of estates is generally admitted to be a rightful subject of legislation. Some deny it, I know. There is a school of sociologists which claims that no man by any human law can rightfully have any exclusive control of any property either before or after death, but the dicta of these philosophers are not authority in this court. Our political and judicial systems recognize that these matters are proper and rightful subjects of legislation, and our legislature has full power in the premises.
In the exercise of this power, the legislature enacted an elaborate probate law of three hundred and six sections, and gave to the probate court exclusive original jurisdiction of the settlement of the estates of deceased persons. Laws, 1873, p. 100.
It also enacted a law concerning “wills,” and gave like jurisdiction thereof to the probate court. Comp. Laws, 1871, p. 250. The following is one of the sections thereof: “Sec. 5. Uo will made within this territory, except such nuncupative wills as are mentioned in the following section, shall be effectual to joass any estate, whether real or personal, nor to charge or in any way affect the same, unless it be in writing and signed by the testator, or by some person in his presence, and by his express direction, and attested and sub
Here is another section of the same law: “Sec. 13. Ho will shall be effectual to pass either real or personal estate unless it shall have been duly proved and allowed in the probate court as provided by law, or on appeal in the district court, or supreme court; and the probate of a will of real or personal estate as above mentioned shall be conclusive as to its due execution.” It will be noticed by referring to the instrument that it was made in this territory; and section 5 of our statute of wills not only says that the instrument at bar, having only one witness, shall, as a will, not only not pass any estate, but shall not charge or. in arty way affect the same. This certainly cuts off even all equitable relief under such an instrument, or any testamentary document not fully up in all respects to the express requirements of section 5.
By another act the legislature created the office of public administrator, and made it his duty to administer upon all intestate estates, under the direction of the probate court. The district court has no right to direct him in his duty except on appeal. Comp. Laws, 566.
Section 294 of the probate act provides that the mode of reviewing the action of the probate court shall be by appeal to the district court. Law’s, 1873, p. 162. This appeal is not taken by filing original bill in the district court, but must be on notice in the probate court; and the proceedings as to the notice, bond, transcript, etc., are the same as on appeal from the district court to the supreme court. Prob. Act, secs. 293-299.
Section 60 of the probate act provides that notice shall be publicly given of all applications for letters of administration and of the time of hearirg. Section 61 provides that any person interested may contest the application, assert his rights, etc. Section 62 provides that on hearing the court shall make such order concerning the issuance of letters as the case may require, and in the section concerning appeals special mention is made, that an appeal to the district court may be had from such an order of the probate
Section 98 of our probate law reads as follows: “Sec. 98. If after granting letters of administration on the grounds of intestacy a will of the deceased shall be duly proved and allowed by the court, the letters of administration shall be revoked, and the power of the administrator shall cease, and he shall render an account of his administration within such time as the court shall direct.” Laws, 1873, p. 117. The right to take the property from an administrator once appointed is thus expressly reserved to the probate court. The administrator may answer to the demand made by plaintiff in this case: I know nothing of orders direct from the district court. I gave a bond to answer for this estate to the probate court. The law requires me to act under the direction of the probate court. I have no settlement with the district court. I must report to the probate court and settle there before I can get my discharge. If I come back empty-handed to the only court with which I have to deal, an order from the district court direct to me will not excuse me. I can take my orders only from the probate court. The district court may speak to me only through the probate court. By section 299, probate act, the only way a judgment of the district court can reach me is by having a copy sent to the probate court and there entered as the judgment of the probate court. Then I am able to settle with my court, for I can cite its own judgment as my authority for surrendering the estate; but this can only be done in the case of an appeal, or perhaps in the different actions permitted against me, but of which, in any event, this is not one. All of the aforesaid acts were in force before the execution of the instrument which is the foundation of this action, and ever since have been and still are in force.
The plaintiff states, of his own knowledge he knows that the deceased died intestate; that the public administrator of Pima county duly applied for letters of administration on the estate of the deceased, and that the probate court, by an order duly entered and filed, granted such letters, and he stated other facts going to show that the proceedings of the
Tbe question then is, Had be tbe right to ignore all those proceedings of tbe probate court, to neglect bis protest, waive bis appeal, and file bis original bill in tbe district court praying that tbe order of tbe probate court be considered a nullity, and that tbe whole estate be removed from tbe control of the administrator and be given to heirs? I think it is clear that be could not. Tbe district court has no power to entertain such a bill. Plaintiff showed, by bis own bill, that tbe administrator was, prima facie, rightfully in tbe possession of tbe estate and administering upon it ac-. cording to law. He alleged no reason why all tbe regular and orderly proceedings of tbe probate court should be set aside, ignored, made absolutely null and void, except to allege that be himself, by virtue of a certain document, was tbe rightful heir to tbe estate, and should be put in possession thereof.
But tbe twenty-ninth section of tbe probate act tells him what be should do under such circumstances; be should have exhibited bis testamentary document to tbe probate court, and asked to have it admitted as tbe will of tbe deceased. Administration was still going on in tbe probate court, and there was a special provision of law for such a case as plaintiff said be bad, namely, a document disposing of an estate which bad been declared intestate. If tbe probate court admitted it as good, it would have revoked tbe letters of administration of tbe public administrator, and put tbe plaintiff, or some proper person, in possession. If tbe court ruled against him, then be could have gone to tbe district court on appeal, and be would have been entitled to a bearing; but be might just as well go to tbe supreme court, or tbe court of another territory, with bis claim, as to go into tbe district court by original bill. Tbe law has created a special court to consider such claims, and lias given it exclusive original jurisdiction of such matter. The only grant of original probate jurisdiction found in our law is to tbe probate courts, and tbe statute fixing tbe jurisdiction of tbe district courts excludes it therefrom.
“Sec. 12. In addition to the jurisdiction of the district courts as conferred by the constitution and laws of the United States, their jurisdiction shall be of two kinds: first, original; second, appellate.
“ Sec. 13. Their original jurisdiction shall extend to all civil cases where the amount exceeds one hundred dollars exclusive of interest, and to all criminal cases not otherwise provided for. In cases involving the title or possession of real property, and in all issues of fact joined in the probate court and brought into this court as provided by law, their jurisdiction shall be unlimited.
“ Sec. 14. The appellate jurisdiction of these courts shall extend to hearing on appeal. * * * 2. An order or judgment of the probate court in the cases prescribed by statute.” Comp. Laws, 376.
This shows that the probate court has exclusive original jurisdiction at law of all probate matters, and it is only where a matter can not be heard and determined by the law courts that the powers of a court of equity may be invoked. If a claimant neglects or refuses to appear in the proper court, it is his own lookout, and even the power of a court of equity can not save him. The district court could not hear the claimant in this case upon original bill, even if he had been beyond seas at the time this administration was granted, and had come back with a perfectly .regular will— nay, not even though his will were good, and a forged one had been probated in his absence, the administration being still in progress. An application to a court of equity to practically set aside an order of á probate court giving an estate into the hands of a public administrator, differs in no respect in principle from an application to set aside the probate of a will. It is an application, in each case, to review and reverse upon original bill the action of a probate court in a matter where that court has exclusive original jurisdiction.
In the case of Broderick's Will, 21 Wall. 503, there was an application to a court of equity to annul the action of a probate court in admitting a will to probate. As stated by Wallace, it was “a suit in equity brought by the alleged heirs at law of David 0. Broderick, late United States sen
The first ground taken was that the equity courts had no jurisdiction, the matter being vested exclusively in the probate courts. In considering this point, the court declares as follows: “As to the first point, it is undoubtedly the general rule, established both in England and in this country, that a court of equity will not entertain jurisdiction of a bill to set aside a will or the probate thereof. The case of Kerrich v. Bransby, 7 Bro. C. P. 437, decided by the house of lords in 1727, is considered as having definitely settled the question. * * And one of the principal reasons assigned by the equity courts for not entertaining bills on questions of probate is, that the probate courts themselves have all the powers and machinery to give full and adequate relief.”
The court quotes with approval the language of Lord Lyndhurst in Allen v. MacPherson, 1 Phill. 133; S. C. on appeal in the house of lords, 1 H. L. Cas. 191. In that case a bill was filed in chancery to annul the action of a probate court in admitting a codicil, charged to have been obtaiued through fraud. The bill was demurred to and dismissed. The judgment of the court sustaining the demurrer was affirmed. “ If,” says Lord Lyndhurst, in the house of lords, speaking of the action of the probate court, “an error has been committed in this or any other respect, which I am very far from supposing, that would not be a ground for coming to a court of equity. The matter should have been set right upon appeal. But the present is an attempt to review the
The court also quotes with approval the language of the supreme court of California in the case of State of California v. McGlynn, 20 Cal. 233, 268, as follows: “Upon examining the decisions of the supreme court of the United States, and of the courts of the several states, it will be found that they have uniformly held that the principles established in England, apply to and govern cases arising under the probate laws of this country, and that in the United States whenever the power to probate a will is given to a probate or surrogate’s court, the decree of such court is final and conclusive, and not subject, except on appeal to a higher court, to be questioned in any other court, to be set aside or vacated by the court of chancery on any ground.”
The following language is also used by the court at page 517: “The question recurs, Do the facts stated in the present bill lay a sufficient ground for equitable interference with the probate of Broderick’s will or for establishing a trust as against the purchasers of his estate in favor of the complainants ? On the establishment or non-establishment of the will depended the entire right of the parties, and that was a question entirely and exclusively within the jurisdiction of the probate court. In such a case, a court of equity will not interfere, for it has no jurisdiction to do so. The probate court was fully competent to afford adequate relief.” The last words do not mean that the probate court was open at the time the action was begun. It is admitted that it was closed at that time, as to the complainants, but that it had been opened to them the necessary time, and that it was laches on their part not to apply in time; that there was nothing in their claim that they did not really have actual notice of the proceedings in the probate court, being beyond seas at the time, that the requisite legal notice was given by publication, etc., and that they were bound by it, otherwise all proceedings in rem would be unsettled.
It has been urged that this is a case for the exercise of the large, broad, general principles of equity, that there was a manifest intention here to pass the property in question to plaintiff, and that it is the duty of a court of equity to in some way carry out that intention, that if this instrument is held to be a will, the intention of the deceased will be defeated, because the instrument can not stand the test of the probate court, there being but one witness, and the statute of wills requiring two, and therefore the court must endeavor in some way to give force to this instrument, otherwise the plaintiff will be left without relief.
There are limitations, however, even upon the jurisdiction of a court of equity. Equity courts have extraordinary powers, but they are not beyond the reach of statute law, neither are they independent bodies, careering at will though the vast domain of law with no fixed rules for their guidance. The system of jurisprudence administered so grandly by Cardinal Wolsey, so cautiously by Sir Thomas More, defended by Lord Ellesmere, systematized by Lord Bacon, exalted by the genius of Lord Nottingham, the father of equity, defined by the exquisite discernment of Lord Hardwicke, developed, perfected, and ennobled by the commanding powers of such men as Mansfield, Camden, Thurlow, Elden, Marshall, Kent, Story, and other worthy compeers, will not be found devoid of definite rules of procedure.
If we look for rules to guide us in the present case we shall not fail to find them; for instance: he who asks equity
The plaintiff, in form, asks equity for himself, but in fact he has appealed to a court of equity to judge in conscience between him and the heir at law, to weigh the equities in each case, and declare whether or not the conscience of the heir at law is bound by this defective and illegal instrument of the ancestor; to prevail, he must not only shpw as good a right to the property as that of the legal heir, but he must show a better one. The heir is in possession. The administrator is holding for him. The plaintiff seeks to oust him, and unless he shows the better right he must fail, for in cequali jure melior est conditio possidentis; the heir is defending, and in cequali jure melior est conditio defenclentis (Broom’s Max. 564); the heir is first in the field, and qui prior est in tempore, potior est injure; the plaintiff seeks to destroy the legal succession by a private compact, but fortior ei poientior est dispositio legis quam hominis; he seeks to set aside the strict law of the case in favor of his equity, but “ where the equity is equal, the law must prevail;” he asks relief against the law, but “ where the law has determined a matte)1, with all its circumstances, equity can not intermeddle against the positive rules of law.” Eonbl. Eq., b. 1, e. 1, p. 83. “And equity will not interfere in such eases, notwithstanding accident or unavoidable necessity.” Id. He says that under the rules of law he has no relief, but Lord Talbot declares, “Where a particular remedy is given by law, and that remedy is bounded and circumscribed by particular rules, it would be very improper for this court to take it up where the law leaves it and extend it further than the law allows.” Oas. Temp. Talbot, 174; he says deceased intended to name him as his heir, but if a man leaves his will unfinished there can be no relief. See half a dozen cases cited, 1 Story Eq. Jur., sec. 61, c. Ill; he says the strict letter of the statute defeats the will of the deceased, but “ where a rule
Our statute says distinctly the instrument in the case at bar shall not stand as a will, for lack of witnesses; nor, I think, as a contract, because the maker is dead, and it could not be enforced against him during his life; and yet it is either a contract or a will, one or the other, beyond all question; so that it is very far from being clear that the plaintiff has any equities at all under this instrument. No equity can arise under it as a contract, for our statute forbids an action on it, and “if the law prohibits a thiug to be done, equity can not enjoin the contrary.” 1 Story’s Eq. Jur., sec. 64.
No equity can arise on the instrument as a will, for as such it is defectively executed, and Smith, in stating some of the elementary principles of equity jurisprudence, gives the following illustration: “Thus no relief will be afforded to the legatees or devisees under a will defectively executed, for, being mere volunteers, they have as little equity as the heir or next of kin, or even less, inasmuch as fortior et cequior esi dispositio legis quam hominis, Oo. Lit. 888 a, and therefore the legal right which has vested in the latter will not be taken away, as the maxim is, that c where the equity is equal the law must prevail.’ ” Smith’s Man. Eq., 11th Loud, ed., 38-9.
A will is not executed until it is signed, duly attested, and declared or published so as to be rendered complete and operative. See Burr. Law Diet., “Execution;” Bouv. Law Diet.; 4 Kent’s Com. 450, 513, and notes; Bla. Com. 376.
This matter of disposing of property by will has never been recognized by a.uy government as a natural right. It has always been looked upon as a matter of public policy, to be granted as a privilege, subject to such conditions for its exercise as the law-making power chooses to impose, or to be withheld altogether if it is considered the interest of the state will be promoted thereby. And so we find in
The people everywhere have always pressed for an increase of rights over property. ■ At first they asked only that it might descend to their natural heirs. Under the feudal law, when this privilege was granted it was conditional on the lord’s choosing the heir, or fine, fealty, homage, petition, proclamation—whence heriots, relief, primer seisin, etc. Gilbert’s Ten. xvi. Then the people claimed the right to name the heir themselves—in other words, to devise the property to whomsoever they pleased; but this point is not even yet everywhere yielded. It does not yet exist in France or in Scotland as to realty. It is only during the reign of the present queen that it has been fully granted in England as to realty, and even as to personalty it is only in a period comparatively recent that the privilege has been universally obtained even in England. Redf. on Wills, c. 1, sec. 5, note 10.
In at least one of our states, Louisiana, the privilege is not yet fully granted, and in this territory it is only within the last few years that it has been conceded; so that the plaintiff in this case must remember that he has no natural or inherent equities in this matter. He is a stranger in blood to the ancestor. All the rights he can possibly have herein depend upon a very recent statute, and this statute being
In the tenth edition of Story’s Equity it stands in the text as follows: “Equity will not interfere to give effect to an imperfect will against an innocent heir at law, for, as heir, he is entitled to protection, whatever might have been the intent of the testator, unless his title is taken away according to the rules of law.” 1 Story’s Eq. Jur., see. 106, 10th ed. As authority for this proposition, Story cites Com. Dig., Chancery, 3, E, 6, 7, 8; 1 Eonbl. Eq., b; 1, c. 4, sec. 25, notes Ic and n; Grounds and Rudiments of the Law, M. 167, p. 128, ed. 1751.
The rules of law governing this case are set down in our book of statutes: 1. That the plaintiff can not acquire this estate by a contract, or in any way except by will; 2. That he can not acquire it by will, except by a good will, duly signed, attested, and probated. Equity can not play fast and loose with the essentials of statute law. The legislature is the law-making power, not the courts. The matter of witnesses to a will is not within the maxim, Be minimis non curat lex. It is one of the primary, essential, indispensable conditions to a valid will, and a court of equity has no more power to dispense with it or avoid it, than it has to dispense with or avoid the whole statute of wills, or any other statute.
I do not then see that plaintiff made out any case for, any relief in the court below. He«did not ask legal relief as upon a claim against the estate in the sense of the probate act, and if he had, or if the court might have entertained the case for that purpose, he did not show any such
While limiting the reasons to the facts in this case, I do not mean to intimate any doubt about the law going as far as in this case cited. It is sufficient for present purposes to show that it covers this case. The doctrine in the, case of Broderick's Will, 21 Wall. 503, evidently goes much further, the court being irresistibly led thereto by the controlling fact that the jurisdiction invoked is by law placed exclusively in another tribunal.
In looking over this opinion, I notice in some places what may be thought a little impetuosity of expression. I have not time, pressed as I am with other official duties, to recast the language; but however it may read, it is written in a spirit of entire respect for the judgment of the majority of the court, orally rendered, their written opinion not having yet been, so far as I know, prepared. This is the only case in which I have felt obliged to dissent from their judgment, and it is because of the great respect I know is due and accorded to their opinion, in any case passed upon by them, that I have taken the pains to try to show the reasons which led me to a different conclusion.
I am therefore of the opinion that the judgment of the court below sustaining the demurrer and dismissing the bill should be affirmed.
Opinion of the Court
An appeal from a judgment in the first judicial district, county of Pima, and territory of Arizona, wherein said Bufus E. Eldred was plaintiff, and the said Solomon Warner, administrator of the estate of George M. Newsome, deceased, was defendant. The appeal is from the judgment entered in this cause on the fourteenth day of October, A. D. 1874, that the demurrer filed in said cause be sustained. It is now, on motion of McCarty and Clark for the appellant, after hearing James E. McCaffryfor the respondent, adjudged that the said judgment be reversed and the cause remanded to the said district court for further proceedings.
Reference
- Full Case Name
- RUFUS E. ELDRED v. SOLOMON WARNER, Administrator of the Estate of George M. Newsome
- Cited By
- 4 cases
- Status
- Published