In re Estate of Kershow
Opinion of the Court
The burden of proof being imposed upon the contestant, he should establish by a preponderance of evidence the issues tendered by him.
I. As to jurisdiction, this is found against the contestant, it appearing that decedent, Max Howard Kershow, was, according to his own sworn statement, a resident of the city and county of San Francisco on the nineteenth day of July, 1900, when he was registered as a qualified elector by the registrar and that he had not subsequently changed his residence. At the time of his death in this city and county he left estate herein consisting of money in bank and personal effects. These facts clothed the court with original jurisdiction ; but it is claimed by contestant that this court is devested of authority in the premises because of a judgment rendered in the orphans’ court of Philadelphia, Pennsylvania, July 10, 1901, admitting to probate a will of a date prior to the paper here propounded, the record of which proceeding is properly before this tribunal under the general issue, it not being necessary to plead it specially. As it might come in as evidence legitimately, and in that manner operate as a bar to this application, it must be considered in that connection, and it is for this court to appraise its legal value herein.
Summarized, the contention of contestant is that the judgment of the orphans’ court of Philadelphia, Pennsylvania, admitting the will of decedent to probate in July, 1901, is binding upon this court, as a judgment in rem concluding all the world. To support this contention contestant relies upon certain citations in the notes to Bowen v. Johnson, 73 Am Dec. 53. I have read attentively these notes and the principal case, and I think the context fairly states the rule when it says that the probate of a will is unlike a judgment between parties subject to the jurisdiction of the court ren
In this last cited case the same court said that it is old law that a will made in a foreign country and proved there must also be proved in England in order to dispose of personal property in England: Lee v. Moore, Palm. 163; Tour
Following this rule so early established and so fully car- • ried out in the mother country, we apprehend it to be equally well settled by the decisions and legislation of the country that the effect of a decree proving a will, like that of a decree granting administration, is confined de jure to the territory, and things within the territory, of the state setting up the court. In their nature such decrees are decrees in rem passed by courts deriving all their authority from the state which institutes them, and, necessarily, in great part upon constructive notice only to those interested in the decrees; and it is difficult to see how a wider operation could be allowed to them, consistently with a just attention to the rights and claims, to the property of the decedent, of citizens of other states in which the property was at the time of his death. Whatever other operation is allowed to them is a mere matter of comity, which every state is at liberty to yield or withhold, according to its own policy and pleasure, with reference to its own institutions and the interests of its citizens: Boston v. Boylston, 4 Mass. 318; Goodwin v. Jones, 3 Mass. 514, 520, 3 Am. Dec. 173, Parsons, C. J.; Pond v. Makepeace, 2 Met. 114; Doolittle v. Lewis, 7 Johns. Ch. 45, 47, 11 Am. Dec. 389; Strong v. Perkins, 3 N. H. 517; Kittredge v. Folsom, 8 N. H. 111; Ives v. Allyn, 12 Vt. 589; Woodruff v. Taylor, 20 Vt. 65, 73; Budd v. Brooke, 3 Gill, 198, 43 Am. Dec. 321; Ward v. Hearne, Busb. 184; S. C., 3 Jones, 326; Wilson v. Tappan, 6 Ohio, 172; Bailey v. Bailey, 8 Ohio, 239; Embry v. Millar, 1 A. K. Marsh. 303; Sneed v. Ewing, 5 J. J. Marsh. 565, 22 Am. Dec. 41; Darby v. Mayer, 10 Wheat. 465, 469, 6 L. Ed. 367; Armstrong v. Lear, 12 Wheat. 169, 175, 176, 6 L. Ed. 589; Vaughan v. Northup, 15 Pet. 5, 10 L. Ed. 639; Stacy v. Thrasher, 6 How. 59-61, 12 L. Ed. 337; McLean v. Meek, 18 How. 16, 15 L. Ed. 277; Story on Conflict of Laws, 425, note and secs, 512-514a, and p. 431, note; 1 Williams on Executors, 204, note 1.
The legislation, we believe, of nearly all the states and certainly of our own, proceeds upon the supposition that such is the limited operation of a probate of a will had in a foreign
We do not apprehend that article 4, section 1, of the Constitution of the United States extends to the operation of a probate of a will, as a judicial act of a state, beyond its own territory. “Full faith and credit” is given to such a decree when it is left where it is found, local in its nature and operation.
In Rhode Island, from which state the foregoing remarks are appropriated, application must be made to the court to permit the authenticated copy and probate to be filed and recorded. Notice must be given as in the case of an original application for probate. If no objection is made, or none in the judgment of the court sufficient to prevent it, the court shall cause the copy to be filed and direct it to be recorded, when “the filing and recording thereof shall be of the same force and effect as the filing and recording of an original will, proved and allowed in the said court of probate; but no such will is valid unless executed, subscribed and attested according to the local law.” In Pennsylvania the foreign will, when a copy thereof duly authenticated is proved in that state, has the same effect as if it had been originally proved therein.
In California when a copy of the will and the probate thereof duly authenticated is produced by the executor or by any person interested in the will, with a petition for letters, the court must appoint a time for the hearing, of which notice must be given the same as for an original petition for the probate of a will.
It has been shown conclusively in this case that the domicile of the decedent at the time of his death, and for a long period prior thereto, was in this city and state, and that he left personal estate therein, and in that case, it seems, this court is not bound to receive such a document as the Philadelphia record to destroy its own title to jurisdiction. In such case it is doubtful whether such a record can be admitted at all in evidence, for it is said in the notes to Bowen v. Johnson, cited by contestant, that the original will itself must be produced in the court of the state where the actual domicile was at the time of his death; but however this may be, I cannot concur in the conclusion of contestant that the foreign record has the force and effect claimed for it by him on this application. It is not a bar to this proceeding.
As to the alleged will itself, it is claimed by contestant that the document bearing date the sixth day of April, 1901, is not the last testament of decedent; that he never signed or executed the same; that he was not of sound mind at the date thereof; that it was not signed in the presence of the alleged subscribing witnesses; that the statutory requirements were in no particular observed; that the signature of this paper is utterly unlike any of the exemplars in this ease; none of the checks contains a signature so feeble in form or so lacking in characteristics as the one found on this paper; no satisfactory explanation has been given of the appearance and condition of this paper; it was mutilated in a manner not explained by the evidence. Contestant claims that decedent at the time of the alleged execution was thoroughly saturated with and sodden in liquor; he was a dipsomaniac; he was so diseased by the use of intoxicants habitually that his mind
As to the signature of Max H. Kershow to the document, Carlton M. Kershow, the contestant, testified in his cross-examination that it was probably the handwriting of his brother, the decedent, although he had a doubt as to the terminal letters “ow”; but notwithstanding dissimilarities between this signature and those in the standards, the characteristics are the same, and it cannot be concluded on the evidence that decedent did not write his name on the paper propounded.
Whether decedent signed it intelligently or automatically is another question.
Whether the act was mental or mechanical, Max H. Kershow wrote his name on that paper.
The strictures of contestant on the appearance and condition of the paper itself and the doubts thrown upon the execution would not be too severe as matters of first impression; but in the light of all the evidence this court cannot find them finally justified.
We have the direct and positive testimony of Morgan Smith that he drew the will at the dictation of decedent on the evening of the 5th of April, 1901, and that on the next morning it was signed by the testator, and the attestation clause dictated by him and written by Smith, when the latter and Meadows signed as subscribing witnesses.
Smith swears that he went to the apartments of decedent on the evening of the 5th of April, 1901, at about 6 o’clock; dined there that evening with Mr. Kershow. Alice Kennedy also dined there but had her dinner separately; no one else was there but the waiter; Alice left at about 8 o’clock, ac
Meadows sustained Smith as to what occurred at the time of the transaction, and declared that Kershow was perfectly sober on that occasion and drank nothing during that time and was sound in mind.
As against these subscribing witnesses the contestant relies on Alice Kennedy, maid-servant, and John Roland, manservant, of the decedent, to show that the story of the drafting and execution was absolutely untrue, and impossible because neither Smith nor Meadows was there on the occasion sworn to by them, as John and Alice were there all the time and knew all the facts.
Dr. Wagner’s evidence is also relied upon to demonstrate that the condition of the decedent was incompatible with soundness of mind at the date of this document; that he was so debilitated in mind by his habits of drink that any manual action was automatic and not responsive to intellectual impulse. Contestant maintains that the doctor’s observation was acute and constant and friendly, sympathetic and accurate.
Roland testified that he was in the service of decedent for two years, serving him at night, and that he was with him in his apartments all the time at night; he reported at 6 o’clock and then went to dinner and came back at 8 o’clock and remained all night; Alice was there during a part of each night; from the 1st of April to the 24th of April, 1901, decedent was in bed all the time; Roland saw Kershow nearly every day for two years and believed he was unsound in mind in April, 1901; on the night of April 5, 1901, decedent was very wild in mind, he had visions; he was not then of sound mind; this condition lasted some four or five days; during that whole night the mental condition of decedent was unsound; when Roland left on the morning of the 6th at about 8 or half-past 8 o’clock Alice Kennedy was there; Roland went there at 6 o’clock in the evening and reported and came back at 8 and washed decedent and then went away and returned at 10 o ’clock and remained all night; hypodermic injections were given to decedent about every- night,' usually about half-past 9 o’clock; in the daytime Roland worked for Dr. Wagner; from the time Roland went into Kershow’s room on the evening of April 5, 1901, until he left
Roland testified that he gave Kershow whisky whenever he wanted it, whether he was insane or drunk; he sometimes put water into it, decedent always drank water after his whisky; it is a fact that he could not keep the whisky on his stomach. On the occasion of decedent’s birthday there were present Ada Thall, Alice Kennedy and Roland; no one else was present at that time. Roland testified that his first check from decedent was at the Maison Riche; it was for $20; the second check was at Tortoni’s for $15; this was the only check decedent gave him at Tortoni’s; that was in 1901; Roland swore that he could not be mistaken about that, only one check at Tortoni’s. Two checks were exhibited to witness and the indorsement identified as written by him: “John E. Roland,” checks dated March 29, 1901, for $23, and May 21, 190.1, for $10. At these dates decedent was living at Tortoni’s; Roland said that the decedent was always drunk when he was with him; when he wrote those checks he was drunk, under the influence of whisky,- in a mild form; decedent was in bed when he wrote those checks. When decedent made up his mind to do anything, Roland said, he always did it. Morgan Smith was seen by this witness dining at Kershow’s rooms more than twenty times in 1901.
Alice Kennedy worked for decedent at the Maison Riche and at Tortoni’s; he was drunk all the time at the Riche and the same at' Tortoni’s; he drank constantly; his favorite was Hunter Rye Whisky; he drank also beer, absinthe, and white wine; he was of unsound mind; from the 1st of April until the 24th he was unable to go out at all; Morgan Smith was not in that room during all that time and she never saw A. J. Meadows. On the 5th and 6th of April, 1901, decedent was of unsound mind; on the 7th he was a little better, his mind was a little more settled, not so flighty; there was a person called Ada there for some time at times; her name was Miss Ada Thall; she was there on his birthday, the 24th of May, as near as Alice could remember; she was there on the date that Alice went to the steamer with Miss Gettings;
Dr. Henry Louis Wagner testified he knew the decedent when he was living at the Palace Hotel and the Maison Biche; he had to refer to his visit-books to refresh his memory as to dates of professional visits; he saw the decedent on the 5th, 6th, and 7th of April, 1901, at Tortoni’s and also on the 4th and 8th of April; the entries in his books were of purely professional visits; the witness was there thirty times in April and always saw Alice there; he was never there after 10 o’clock in the evening; sometimes his “man” Boland would be there. The doctor knew decedent since 1899; he visited him at least fifteen times during the month of April, 1901, socially, as a friend, in addition to his thirty professional visits in that month; at least every second day he called upon him in a social way; the doctor spoke to him
The letter shown to Dr. Wagner is as follows:
“San Francisco, May 21, 1901.
“My Dear Carl—
“Dr. Wagner wrote to you about his bill and I must have same way of paying it off, also that of Dr. Renz which will be surely as large. Can you not find out what my balance at the Trust Co. is and telegraph the amount to me at Palace Hotel. The Maison Riche closed and I have been living at Tortoni’s for some months. My dear Carl, I am compelled to have some money to live on, as I only have a small sum at present (about $50.00) and I want you to consult with Uncle Harry and dispose of a piece of my interest in Denver. You of course can buy it out. I will have Mr. Michael make out a power of attorney for you and you can give me a certain sum as an allowance, until I am myself again. It would be much more satisfactory if you could come out here but I suppose that is not convenient for you. At least find out my balance at Trust Co. and telegraph it to me as I must have the money at once. I have not written to you for the reason that I have been so sick that I could not. Dr. Renz has just kept me alive. He wants you to come out.
“Your brother,
“MAX H. KERSHOW.
“I enclose check so you can draw out balance.
“MAX.”
At the minute he wrote that letter, Dr. Wagner says, the writer may have had reasoning power; he may have had
Dr. Wagner’s testimony was taken under objection, on account of his professional relation to decedent, and it is difficult indeed to separate his professional from his social relation, but his idea of his patient’s soundness of mind may be considered here in connection with the accepted definitions.
By the mind of man we understand that in him which thinks, remembers, reasons, wills. Will, memory, and understanding are usually denominated the constituents of the mind. The principal faculties of the human mind are. called, respectively, the understanding and the will. A person is of sound and disposing mind who is in full possession of his mental faculties, free from delusion and capable of rationally thinking, acting, and determining for himself.
Lord Chief Justice Cockburn, in the course of his opinion in Banks v. Goodfellow, said: “Everyone must be conscious that the faculties and functions of the mind are various and distinct as are the powers and functions of the physical organization. The instincts, the affections, the passions, the moral sense, perceptions, thought, reason, imagination, memory, are so many distinct faculties or functions of the mind. ’ ’
In considering testamentary capacity in the same case, he said further: “It is essential to the exercise of such a power that a testator should understand the nature of the act and its effects; shall understand the extent of the property of which he is disposing; shall be able to comprehend and appreciate the claims to which he ought to give effect; and with a view to the latter object, that no disorder of the mind should poison his affections, pervert his sense of right, or prevent
Maudsley, in his work on Responsibility in Mental Disease, says that this decision of the court of queen’s bench, which practically is that an insane man may sometimes make a sane will, agrees so far with the older decisions as that the will itself, if appearing to be a rational act, rationally done, was held to be evidence of a lucid interval.
What is a “lucid interval” ? Dr. Wagner had not heard of the term before the trial of this case; the institutions in which he had been instructed had not comprised in their curriculum the study or treatment of diseases of the mind, and, while the doctor is an eminent surgeon and distinguished in his specialty, he does not profess to be an expert in alienism, and did not seem to comprehend the phrase “lucid interval” until it was explained to him as a period of mental clearness enjoyed by an insane person, during which he is capable of performing an act binding in law; it is an interval during which the patient is restored so far as to be able, beyond doubt, to understand and to do the act, with such reason, memory, and judgment as to make it legal. In the opinion of Dr. Wagner, Kershow enjoyed no such interval for the four months during which he wrote the letter of May 21, 1901, and is said to have dictated and executed the paper here propounded as a will dated April 6, 1901, which may be here inserted as follows:
“I, Max H. Kershow, being of sound and disposing mind, declare this to be my last will and testament, hereby revoking all former wills by me made. I give and bequeath to my brother Karl $5,000.00 to each of my uncles, J. Henry Kershow and P. Kershow $1,000.00, to my servant Alice Kennedy, $1,000.00, to my friend J. Morgan Smith $500.00. The rest of my estate real and personal wherever situated, after paying the above bequests and my just debts, I bequeath to my sincere and devoted friend Rhea Gettings.
*232 “I nominate and appoint as one of my executors of this my last will and testament Hall McAllister together with Rhea Gettings as executrix without giving bonds.
“MAX H. KERSHOW.
“We, J. Morgan Smith and A. J. Meadows, have signed our names as witnesses to this the last Will and Testament of Max H. Kershow at his said Kershow’s request and in his presence and in the presence of each other.
“J. MORGAN SMITH.
“A. J. MEADOWS.
“April the sixth nineteen hundred and one.”
At the time Kershow wrote that letter he must have been in possession of his faculties; it was a rational act, rationally done; all the mental processes are there carried forward logically and relevantly; he shows an appreciation of the magnitude of the physician’s charges and an apprehension based upon that account of as large a bill from the other physician, and a desire to provide for a discharge of the indebtedness; he wishes to be advised of the balance at his bankers in the east, knows the amount he has on hand locally, advises a consultation between his brother and his Uncle Harry as to a sale of property in Denver; intimates that his brother can make the purchase himself; says that he will have his attorney make out a power for his brother who can then give him a certain sum as an allowance until he is himself again; says it would be much more satisfactory if his brother could come out here, but supposes that it is not convenient; again requests that he ascertain the balance at the bank and telegraph it out as he must have the money at once; gives a reason for not writing because of his sickness; says that Dr. Renz has just kept him alive and that the doctor wants Carl to come out; subscribes himself dutifully and with his full name, adds a postscript inclosing check so his brother could draw out balance.
In this letter the writer seems to have been able to intelligently interpret and intelligibly communicate his ideas. It can scarcely be said, as a responsible utterance, that the writing of that communication was a manual act, purely automatic and not responsive to intellectual impulse. Every element en
Dr. Wagner’s own testimony shows that when the man was sober he was sane; for the doctor spent hours with him socially, argued with him over his prevailing vice without avail; had conversations on business with him in which the doctor discovered that decedent was very small and suspicious in everything he did and in every transaction. It appears that in one affair the doctor and decedent differed widely as to the value of a ranch which the former desired to dispose of to the latter; decedent thought the price too great and it was not the kind of a ranch he wanted and he declined to purchase; this seems to signify sanity rather than the opposite; in this he seemed to have been capable of rationally thinking, acting and determining for himself as to the value and character of the property, and it appears that the doctor by his negotiations, conversation and acts was willing to deal directly with decedent in so important a matter.
It appears, then, from the doctor’s own statement that at times the decedent had reasoning power, a strong will, and a sense of property values; he knew what he was about and, as John Roland, “the doctor’s man,” and the man-servant of decedent testified, when Max Kershow made up his mind to do anything, he always did it.
It appears from the testimony of the doctor’s man that the decedent had a stubborn spirit; the doctor said he had a strong will and a suspicious nature; they both agree that' he was of unsound mind.
Alice Kennedy was of the same opinion as to soundness of mind, but testified that decedent was a liberal, kindly disposed man, a very friendly gentleman; “a lovely man,” sociable, generous in the entertainment of his friends, the
With reference to these two witnesses, John Roland and Alice Kennedy, it may be said that there are frequent infirmities in their testimony which weaken its general effect. There are contradictions from within and without. Roland is contradicted in an important item by his employer, Dr. Wagner, with respect to the time of arriving in the morning at the doctor’s office; he is also contradicted upon a vital point by Alice as to the time when he came and went on the 5th of April, 1901; she swears she asked Roland to come early on April 5, 1901, because she wanted to go somewhere; she asked him the day before, he did not come and she did not go anywhere else; she remembered the event and the evening because it was the eve of her child’s birthday; but their tales of the time of coming and going do not tally; they are diametrically opposed and cannot both be true. Alice Kennedy’s memory as to dates was more than imperfect; even when her testimony as to dates was shielded by the card concealed within or behind her satchel on the witness-stand, she was uncertain; without the memoranda she was helpless as to dates of important incidents and occurrences in her own career; her recollection in this respect was untrustworthy; her evidence in her divorce suit against her first husband Green does not comport with what she said on this trial as to dates; the discrepancies are too great to be ignored or excused; she contradicted herself in many essential particulars as to events in her own life which should have fastened themselves imperishably on her memory; how, then, can she expect to be accepted with reference to matters with which her connection was collateral and of inferior importance to those of her domestic personal concern?
Roland and Alice are contradicted with reference to Morgan Smith’s presence at the rooms of decedent in April, 1901.
Crayton, the other barkeeper, corroborated his associate as to the birthday dinner party and added that after Simmons left there he remained until about a quarter to twelve mid
The date of the birthday of decedent is fixed by the evidence as April 24, 1901, which was Wednesday.
Alice reiterated that neither of the barkeepers was there at dinner on that occasion, and that those who partook of the meal were decedent and the girl Ada, John Roland, and herself ; Simmons did not stay for dinner; he just came in with the flowers, left them, and went out again.
The story of Alice as to the visit of Jules Carnage to her on the morning of Max Kershow’s death is contradicted by Carnage, who declares under oath that he did not call at her house nor on her on that morning nor on the next, nor did he have any conversation with her on either of those occasions or days at her house or elsewhere, or at any other times, and never said anything to her about a will or that she should get $1,000 by the will, or that she ought to call on one of the attorneys; Carnage did not see nor converse with her on that topic, and he did not even know at the time she alluded to of the death of Kershow. It appears that decedent died at fifteen minutes after midnight, and none of the witnesses for the proponent knew of the decease until long after the hour at which Alice swore that Carnage called to see her and made the proposition that she rejected.
Max H. Kershow was a man of honor, in his way; he was mindful of his financial obligations, and inclined to be
Carlton also paid some I 0 U’s for his brother after some talk between them; the payment was made in his brother’s front room. Carlton had previously in his testimony, some ten days before, giving an account of these transactions, expressed his belief that by reason of his habits his brother Max was out of his mind; Carlton believed that Max was insane as the effect of continued indulgence for years in intoxicants and narcotics, and he said that his brother was constantly under the influence of drugs or intoxicants for the last two weeks of his life, and that morphine was administered to him hypodermically by Dr. Renz.
Dr. Renz was not examined as a witness in this ease, it appearing that he was obliged to go abroad abruptly without affording an opportunity to take his deposition.
It was during these two weeks during which Carlton Kershow testifies that his brother was constantly under the influence of liquor and drugs, out of his mind, insane, that the decedent requested his brother to pay Friedman and arrange for the payment of the I 0 U’s.
Alice Kennedy admitted that she knew a Mr. Friedman, a jeweler on Stockton street; “he visited Mr. Kershow once or twice. ’ ’
What does Mr. Friedman say on this subject? Ralph Friedman testified that he was forty-two years of age, a
Contestant’s counsel says that the cabman Strauss evidently manipulated his memorandum-book, but, while the memoranda are crude and inartificial, the court is not convinced that they were concocted or manipulated. Strauss was to Kershow’s rooms at Tortoni’s many times; the number was 21 on third floor; when he took decedent home it was in the evening of April 11, 1901; it was between 7 that night and 1 the next morning. Strauss was in business for himself, hiring his own coupé, having headquarters at the southwest corner of Grant avenue and Geary street, and his hours were between 6 at night and half-past 5 in the morning. Kershow was generally full when the. cabman took him in his coupé; he was more times sober than drunk; on the 24th of April, 1901, the first time that day Kershow was alone when Strauss took- him from the Manhattan, the second time Morgan Smith and a lady were with him.
On one of these dates, April 11, 1901, that the cabman testifies that he took Kershow from the Manhattan saloon to Tortoni’s in company with Morgan Smith and a lady, there appears to have been written and signed by decedent a check on a blank form of the Crocker-Woolworth National Bank
Concerning this check, Morgan Smith testified that he was present when decedent made it out and signed it; he accompanied Kershow to the bank from the rooms at Tortoni’s, where Smith had been sojourning with decedent; the two walked together to the bank, Kershow being feeble on his legs and his companion assisting him along; they stopped on the way down at the lower Louvre saloon to take a glass of beer and then resumed their walk to the banking-house two blocks below, on Market and Post streets junction, the Crocker building; they entered the counting-room and decedent went to a standing desk near the window, took out a check-book from his pocket, made out the check, went to the teller, received the cash and left the bank. At this time Kershow was absolutely sober, having taken nothing except the glass of beer. If Alice Kennedy and John Roland spoke the truth as to Kershow’s continuous confinement in his rooms from the 1st to the 24th of April, 1901, Strauss and Smith swore to falsehoods concerning the incident to which they testified as occurring on April 11, 1901.
Some circumstances seem to incline the balance against Alice and John when their testimony is weighed against the main witnesses for proponent. The documentary evidence of the numerous checks' drawn by decedent in the period from April 1st to 24th, 1901, when they testify he was constantly drunk, “drunk all the time,” would seem to imply that he must have been to some extent in his senses, sufficiently so to understand that he had a balance at his bankers against which he could draw efficiently. On April 1, 1901, he drew a cheek payable to S. Constantini or order for $50; on April 11th, the check already alluded to for $300; on April 16th, S. Constantini or order for $50; on April 18th, same person or order, $50; on April 19th, same order, $25; again on April 19th, M. J. Getz, or order $25; six. checks in all filled out and signed by his own hand.
It is idle to say that such acts were entirely automatic; they were the offspring of an intelligent design; he certainly must have known what he was about when he carefully filled in the spaces with the true date at the top, the accurate name
As against the testimony of Alice Kennedy and John Boland that Morgan Smith was not in Kershow’s rooms on the night of the 5th or the morning of the 6th of April, 1901, there are corroborating circumstances and evidence to support the statements of Smith, who testified that he sent a message on that morning to his employers by a district messenger, as he did not want to emerge from the seclusion of those apartments on account of an injury to his eye and he wanted some money; he remained inside for several days on that account, and on the morning of the 6th he wrote a letter to A. B. Forbes & Son, and transmitted it through the messenger, received in reply on the same day a check, which was cashed by Caley and Boeder, saloon-keepers, on the corner of O ’Farrell street and Grant avenue, on the 8th of April, 1901, the intervening date, the 7th being Sunday. As to this circumstance in corroboration of Smith we have the evidence of one of the proprietors of the messenger bureau, 294 O’Farrell street, William K. Lewis, who produced his books and the ticket or “tag” of a message sent out from his office April 6,1901, which contained memoranda written by this witness, indicating that at 10:30 o ’clock on that morning he sent out a message to 111 O ’Farrell street, Tortoni’s, by a messenger, No. 33, who returned at 11:10; Lewis gave the tag to the messenger, one Arthur Wil
“No. 8490. April 6, 1901.
‘ ‘ California Special Messenger Service.
“Ill 0’Farrell Street.
Messenger. Out. Keturned. Occupied. Carfare. Total.
33 10:30 11:10 40 20
‘ ‘ California and Montgy.
“Order.”
When Wilson went to Tortoni’s he entered the bedroom, waited there ten minutes for the man to write a letter; there was a woman there, colored, whom Wilson took to be a matron from her wearing a cap; he saw no one else there.
Stanly Forbes testified that he was the junior member of the firm of A. B. Forbes & Son, 222 Sansome street, corner of California street; their office was at the same place on the 6th of April, 1901, when he received a letter which he identified and which reads as follows:
“A. B. Forbes & Son, City.
“Dear Sirs:—
“Having been ill for a couple of days now and unable to get out and down town I ask if you may send by the returning messenger my advance, this being the 6th of the month. Being incapacitated so I am placed in rather embarrassed condition and I am greatly in need of the funds otherwise I would wait until I were again on my feet.
“Yery respectfully,
“J. MORGAN SMITH.
“April 6, 1901.”
“San Francisco, Cal., Apr. 6, 1901. No. 28381.
“The Bank of California,
“Pay to the order of
“J. Morgan Smith. $30+
‘ ‘ Thirty!.....................................Dollars.
“A. B. FORBES & SON.
“The Bank of “Paid
“Apr. 8, 1901.
“California.
“ (Endorsements):
“J. MORGAN SMITH.
“CALEY & ROEDER.”
The letter was handed to Forbes over his desk and he read it and wrote check and sent it by the same messenger to J. Morgan Smith.
The messenger located the office of Forbes and Son erroneously at California and Montgomery streets, whereas it was in the Mutual Life Building, on the corner of California and Sansome, one block distant.
Are Smith and Meadows to be believed? Is their story of the execution of the paper here propounded for probate probable? What is the evidence to challenge the veracity of their narrative ?
At the date of the alleged will, decedent was about twenty-nine years old, he having been twenty-eight in the July previous, according to the statement made by himself to the registrar of -voters:
“No. 21563. Original. Affidavit:
“Name in full: Max Howard Kershow.
“Age: 28 years. Height: 5 feet 8% inches.
“Residence: Maison Riche, 44 Geary street.
“July 19, 1900.
‘ ‘ Subscribed and sworn to before officer by
“MAX H. KERSHOW.”
Drifting into life along the line of sensual indulgence, he gradually lost his health and found his way to California in the fall of 1898, in an endeavor to repair his wasting strength and restore the vigor of his constitution. He found the climate congenial and with the exception of a trip to Honolulu for six weeks he made here his home. He lived first in the Palace Hotel, afterward at the Maison Riche, and finally took up his abode at Tortoni’s tavern or lodging-house and restaurant. Part of his time he spent also in the southern portion of this state, which he found suited to his disposition, lauding highly the country around about Los Angeles in his letters from that section. In this city, in the year 1899, he made the acquaintance of proponent at a certain resort in which she was a resident; according to her recital their acquaintance began at that house where an accident occurred to him through his falling downstairs, cutting his eye and nose, she attended him and the friendship thus commenced continued until his death; they went to Honolulu together, he buying the tickets, and he introduced her on the steamer as Mrs. Kershow; they returned on the same steamer, the “Australia,” in about six weeks and went to live at the Maison Riche restaurant.
The testimony of William Dresbach, ticket agent for the Oceanic Steamship Company, in a measure confirms proponent’s statement as to the Honolulu trip. Dresbach pro
Proponent lived with decedent at the Riche until March, 1900, when she went back to her former residence and he remained at the restaurant lodgings; she went east in April and stayed there until the latter part of the summer, when she returned and went again to the Riche, where he was still abiding; there she remained with him until November, when she went to Oregon and upon her return took up with him at Tortoni’s, where she sojourned until the following February or March, when she went back to her old home and there stopped until she went to China in May, 1901, where she was when decedent died and where she was advised of his death, leaving a will in which she was a beneficiary and legatee. If proponent is to be believed, she knew nothing of the alleged will until the information came to her in China by cable about the 3d of July, and never saw the paper until she returned here in the latter part of August, 1901, when it was exhibited to her in an attorney’s office.
Proponent separated from decedent several times, she said, because he would go on a drinking spell and when she could not correct him she would leave him, but they continued friendly; she scolded him for his lapses, but never chastised him except verbally; never laid hands on him save in the way of kindness; after she quit Tortoni’s she still visited him nearly every day until she went to China; had dinner there at times with him; she was there every Saturday night and remained over Sunday; used to go up there after dinner on Saturday night; she saw Morgan Smith there frequently— he dined there at times; she visited decedent frequently at his rooms in April, 1901, and saw different persons in his apartments at various times, among others Morgan Smith, Carlton Kershow, Moses Getz and his two barkeepers, and other friendly visitors; Morgan Smith was there on the occasion
It was this woman whom decedent made his residuary legatee, describing her as his sincere and devoted friend, if Morgan Smith is to be credited. When Smith on the evening of the 5th of April, 1901, was requested by Kershow to draw the will, the latter said, “I am, as you know, in love with Miss Gettings. I do not see that I should leave anything to my family; they have not done the right thing by me; they have tried to prevent me doing several things I wanted to do, and, therefore, I want this to be a matter of the greatest secrecy”; this was the gist of what decedent said that evening, according to Smith. Meadows testified that at the time of the execution of the will the deceased read it aloud, he remarked that his brother’s name was misspelled and Smith asked if he should write it over and he said “No,” that they had wasted enough time on the matter. He said that he wanted to provide for his dear friend “Babe,” which appears to have been a pet name for proponent. Meadows asked decedent if he was a lawyer; he smiled and said he had studied law; the witness made the inquiry because of the terms used in the will; after decedent signed he said he would dictate the attestation clause and Smith then took down from dictation what is in that clause; then Smith and Meadows subscribed as witnesses; Smith added the date in presence of Meadows: “April the sixth, nineteen hundred and one.” Meadows said he stated the facts as they occurred at the time of the transaction of signing the will; everything took place just as he testified. If, then, Meadows testified truthfully, Max H. Kershow signed the paper propounded, knowing its contents, in the presence of the two subscribing witnesses to whom he declared it to be his last will and testament, requesting them to be the witnesses of his act, and they signed each in his presence and in the presence of each other, and
The burden is upon contestant.
It may be that there is a suspicious similarity and agreement between the testimonies of Smith and Meadows, all the more remarkable because neither was present at the trial when the other was on the stand, suggesting a concert of purpose to concoct a spurious document and swear it through the courts; it may be that the very means have been here employed in this instrument which have become the “properties” and adjuncts of a dramatic play intended to impose upon judge and jury the false emanation of a criminal brain; it may be that the coupling as coexecutor with proponent of the name of a member of the bar of high repute, with whom decedent had but a casual acquaintance, bearing an inherited appellation of honor and distinction, was done with a design to give credit and currency to a counterfeit; it may be that the bequests to relatives were in the bill of properties drawn by the stage director for the successful presentation of this drama of contemporaneous human interest—but the question is, Are these surmises and suspicions proved directly or circumstantially? Are they susceptible of proof?
If Smith and Meadows tell the truth, then decedent was a sober man at the time of the execution, though suffering from the effects of a debauch which ended on the 1st of April; but he was not in liquor on the 5th or 6th of April, when he dictated and executed the will. If their story be fact and not fiction throughout, he was at that time competent to make a will, because it is evident from its terms that he possessed that degree of testamentary capacity at the moment of making
It is hardly to be contended that decedent was a lunatic; the most that is claimed is that his habits had so debilitated his mind as to destroy his testamentary capacity; but if by the suspension of those habits for a period he so far regained possession of his faculties as to admit of the presumption that his testament was made during the time of his calm and clear intermission, such testament should be held good; and, as an ancient author affirms, although it might not be proved that the testator had any clear ana quiet intermissions at all, yet nevertheless if the testament be wisely and orderly framed, the same ought to be accepted for a lawful instrument. Thus it might happen, in accordance with this principle, that a man who was acknowledged to be incapable of managing his own affairs would be deemed competent to dispose of his property by will, if the document seemed a rational act rationally done.
Alice and John testified that decedent sometimes had visions. Dr. Wagner thought he was subject to hallucinations, but there is no evidence that he had any delusion that operated on the testamentary act. Unless the will be the very creature of a morbid delusion put into act and energy, it is a valid will. The mere fact of the possession of a delusion, as was said in the charge to the jury in the case of Boardman v. Woodman, in New Hampshire, may not be sufficient to render a person utterly incapable of making a valid will; a person of sufficient mental capacity, though under a delusion may make such a will; if the testament be in no way the offspring of such delusion, it is unaffected by it. It can scarcely be pretended
According to Kershow’s conception of his obligations this will was natural and consistent; he remembered his relatives and gave their names, although through the error of the scribe his brother’s name was misspelled; he gave something to his female servant and to his friend Smith, and the rest to the proponent. To these persons he was bound, in the language of the law, by ties of blood, affinity or friendship; he had an idea of the character and extent of his property, and he was capable of considering the persons to whom and the manner and proportions in which he wished his property to go; these are the constituents of testamentary capacity.
The evidence of Smith and Meadows is not overborne by that of the witnesses for contestant; the attempt to impeach the reputation of the latter was countered by testimony in his favor, but the weight to be given to either or both is not affected by that sort of evidence, one way or another, in view of the facts and circumstances corroborative of their statements already recited at length. Treating this case as if the onus lay where the law does not place it, it is made out in favor of proponent; at all events, the contestant has not proved by a preponderance of evidence the issues tendered by his opposition to the probate of this instrument, and judgment must be and is entered against him.
While a Foreign Will may be subject to contest when application is made to have it proved and recorded in a jurisdiction where the testator left property, still it should be observed that a judgment in a probate proceeding is a judgment in rem—that is, it determines the status of the matter. Therefore, the judgment of a court admitting a will to probate fixes the status of the instrument as a will, and becomes at once conclusive upon the world of all the facts necessary to the establishment of a will, among which are, that at the time the will was executed the testator was of sound and disposing mind, and was not acting under duress, fraud or undue influence. It fol
When the Will of a Nonresident is Admitted to Probate on original proceedings for the purpose of administering on his property within the state, the decree therein binds that property here and everywhere that our courts are accorded full faith and credit, but it is not binding as to the will itself in other jurisdictions where the deceased may have left property, nor is it binding on the courts of his domicile: Estate of Clark, 148 Cal. 108, 113 Am. St. Rep. 197, 82 Pac. 760, 1 L. R. A., N. S., 996.
A Person is of Sound and Disposing Mind who is in the possession of all the natural mental faculties of man, free from delusion, and capable of reasonably thinking, acting and determining for himself: Estate of Ingram, 1 Cof. Pro. Dec. 222; Estate of Scott, 1 Cof. Pro. Dec. 271.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.