Breck v. State
Opinion of the Court
(Oral opinion.)
This case is a petition in error, filed by the Brecks, to reverse the judgment of the court of common pleas on an indictment under which the plaintiffs in error were found guilty of forging the will of Martha Hall McDonald, and the judgment of the court below was, that the plaintiffs in error be sentenced to the penitentiary of the State of Ohio for the term of four years each, and they are each of them in the penitentiary.
The instrument which is charged to be forged, is this:
“Cleveland, Ohio, December 23th, 1886. I, Martha Hall McDonald, being this 23rd day of December, 1886, sick, but of sound mind and memory, do make this my last will and testament.
“The day Joseph and John came they all three urged me to make my will, and so bewildered and crazed me that I forgot my promise and obligation to my only true friend on earth, Mrs. Mary E. Breck. Mrs'. Breck is the one to whom I have gone-in all my troubles and sickness for several years, and she has promised to care for me so long as I live and attend to me in my last sickness, and I agreed to give her all or nearly all of my property. Mrs. Breck has kept that promise to my full satisfaction, and as there is no reason why I should care anything for my relations, none of whom I have seen before for 33 years, I therefore annul the will I made, I think, December 14,1886, drawn up by the book-agent, Mr. Hewitt, and signed as witnesses by my brothers Francis and John. •
“ Therefore, I now bequeath to Mrs. Mary E. Breck all of my real estate, extending through from No. 241 Washington street*162 to Vermont street, and the remainder of my lot in Riverside cemetery.
“ To my son Joseph 1 bequeath my bank account, in .consideration that he is to pay the expenses of my funeral.
“ Mrs. Breck is to furnish a monument for myself and John, my husband’s grave, not to cost more than $100 nor less than $80.
“The Jones girls are to have two months’ rent free.
“ Give Mrs. Gorie some bedding, and give Mrs. English some bedding and some coal, if any be left.
“Of my household goods, Joseph is to have what he likes, the rest to go to Mrs. Breck. I want Mrs. Breck to take charge of my funeral and to settle my estate according to the provisions of this will, and also she is not to give any bonds. Now, may God have mercy on my poor soul, Amen” — which paper purports to be signed by “Martha Hall McDonald.” It is admitted that the body of this paper is in the handwriting of Mrs. Breck. The attestation, it is admitted, is in the handwriting of Mr. Breck, and the attestation is signed by Mr. Breck, by a Mr. Harper, and by a Mr. Corbett, and these various witnesses all swear that they were present when this will was executed by Mrs. McDonald.
The testimony covers between twelve and thirteen hundred pages, and has been very largely directed to showing a great many circumstances, which, it is claimed, are such that the combined influence of those circumstances should convince the jury beyond a reasonable doubt that this was a forged will. The number of classes of exceptions to the railings upon evidence is not large, but there áre very numerous items of evidence that would be governed by the rales one way or the other. The most anxiety was shown about the declarations made at various times by Mrs. McDonald. The state introduced in its case a large number of representations or declarations made by Mrs. McDonald, somtimes in writing, through the interposition of somebody who wrote for her, or sometimes by word of mouth. A few of these declarations were made after the alleged execution of this will. It is claimed by the petitioners in error that the issue in this case being forgery, the declarations of Martha McDonald, the
“Where the execution is in the manner required by” law, no declarations' other than such as are a part of the res gestae are competent to prove a forgery, or disprove its due execution.”
It is a long case, occupying over 200 pages, and we have examined it with a great deal of thoroughness. But the case sifts down to what may be found on the 4th page of the opinion, page 278:
“ It is manifest from the state of the case and the course of the argument in this court upon this rule, that the plaintiffs relied upon the declarations and conduct of Meeker, both before and after the day of execution, to show that while living he never knew of the existence of such a will, and that therefore he had never knowingly executed the paper.”
That fairly supports the claim made by counsel for plaintiffs in error, if it be understood .to cover any direct declaration as to whether the will was forged or not. It is very plain, and there is no dispute about it, and we fully coincide with the case in 28 N. J. Law Reports, that a declaration made by the decedent that she had not executed such a will, or had not executed a will, or any statement which she might make in regard to it, which was made as bearing directly, as an assertion as to the fact of the existence of such a will, would not be admissible for that purpose. Then, if these many declarations made by Mrs. McDonald are to be, admitted in this case, it must be upon some other ground than that her declarations are to be admitted as bearing directly upon the question of the existence of this will. And they were not undertaken below to be introduced for that purpose. It was said that in this will there were recitals, of her feelings towards her own family and towards Mrs. Breck, and that these declarations of hers were admissible, not for the purpose of proving directly the facts that might be stated' in those declarations, but for the purpose of show
Now, it is conceded on both sides that a proper line of evidence in this case on the part of the State, was to show that the recitals which were made in the alleged will of December 23,1886, were false; that it was competent testimony to show that what was therein said was not true, because it was improbable that Mrs. McDonald would at that time make a will reciting in that will matters which she herself knew were not true; and there has been a large amount of testimony about various circumstances — to. which no exception was taken — tending to show that these facts recited in the will are not true, and therefore that it was in the highest degree improbable that she made that will. Now, it is to be noticed that among these recitals are not only recitals of facts — for instance, there is the first recital, that these three persons urged her to make her will, and so crazed and bewildered her that she practically lost her senses in making the first will of December 15, she also recites, practically, that she regards Mrs. Breck as her only true friend on earth ; and she recites her feelings towards her relations; and the purpose apparently of that recital was to show reasons, — whether made by Mrs. McDonald, or made by Mrs. Breck without the dictation of Mrs. McDonald- — why Mrs. McDonald gave the larger part of her property to Mrs. Breck, who was no relation of hers — instead of .to her son, who was her only living heir.
Then the mental feelings of Mrs. McDonald become substantial facts, facts that are recited in this will, and facts therefore to be sustained, or shown, or attacked as recited in the will, by the usual and proper testimony for such a purpose ;
“ The critical examination of the internal contents of written instruments perhaps of all others affords the most satisfactory means of disproving their genuineness and authenticity, especially if they profess to be productions of an anterior age. It is scarcely possible that a forger, however artful in the execution of his design, should be able to frame a spurious composition without betraying its fraudulent origin by peculiarities of writing or orthography characteristic of a different age or period, or by the employment of words of later introduction or by the use of them in a sense or meaning which they did not then bear, or by some statement or allusion notin harmony with the known character, opinions and feelings of the pretended writer or with events and circumstances which must have been known to him, or by a reference to facts or modes of thought characteristic of a later or different age from that to which the writing relates. A writer eminent alike for his critical sagacity and imaginative genius declares that he had met in his researches with only one poem which, if it had been produced as ancient, could not have been detected on internal evidence.”
The matter is very fully illustrated; and that has been and must always be in the investigation of forgeries, substantially the line that is taken by those persons who attack the instru,ment that is claimed to be forged; because forgeries are not done openly and in the sight of those persons who can testify directly to the existence of the forgery.
Then, in this case, we find that there are statements in the will of her feelings towards Mrs. Breck and towards her relations. We find that if those declarations are used at all, they should be limited simply to the existence of her feelings. The judge who tried this case below, early in the case, when these declarations first commenced to be admitted, very carefully cautioned the jury that they should regard these declarations solely for the purpose of bearing upon the truth of the recitals made in this paper in regard to her feelings towards her relations and towards Mrs. Breck; and in the charge he again cau
*169 “Cleveland, Ohio, November 22nd, 1886.
“Dear Brother William, — I now sit down to write you a few lines to let you know that I am very poorly, and I want to know where Joseph is, or if you can send him here to take care of me, and I will send him a pass to bring him here; and if he does come I will leave him pretty well off; all I have I will leave it to him. My husband has been (the word “dead” is left out) over-a year, and Iijhave no one to cafe for me. I want you to write to me at once and let me know what of the family is living yet. If Joseph is at home I would like to have him come atjonce.
“Your loving sister, Martha McDonald.
“Address Mrs. McDonald, 241 Washington St., Cleveland, Ohio.”
Now, there is no reason to doubt the authenticity of that letter. Mr. Stevenson, who has no interest in this controversy, swears that he wrote that letter at the dictation of Mrs. McDonald; and it shows that .at the time she had a strong affection for her son, and that she was going to give all her property to him; and it shows pretty conclusively that at that time her feelings were different fromlthe time at which the .will was made which is claimed to have been forged, .if it was genuine. We think that that evidence is admissible for that purpose, as also the oral declarations. One declaration made after the 23d of December was a statement on her part that Mrs. Breck was a scheming and dangerous woman. The rule laid down is that whatever is the natural expression of a feeling, whatever words may naturally be the result of a feeling, is evidence of that .feeling; and although 'this statement is no evidence, and ought not to have been so understood by the jury, and probably was not, that Mrs. Breck was a scheming and dangerous woman, it seems pretty satisfactory, evidence, if she did say that at that time (which of course the jury are to judge of) that Mrs. McDonald was not likely to regard as her only true friend on earth a woman, whom she characterized as a scheming and dangerous woman..
In this matter.of mental feeling, testimony is allowed of declarations made shortly after the event. The line is not
“ So it is uniformly held that the previous declarations of the testator, offered to prove the mental facts involved, are competent. Intention, purpose, mental peculiarity and condition, are mainly ascertainable through the medium afforded by the power of language. Statements and declarations, when the state of the mind is the fact to be shown, are therefore received as mental acts or conduct * * * *. If therefore the statement or declaration offered has a tendency to’prove a condition not in its nature temporary and transient, by the aid of the recognized rule that what is once proved to exist must be presumed to continue till the contrary is shown, the declaration, though prior in time to the act the validity of which is questioned, is admissible. Its weight will depend upon its significance and proximity * * * *.
“Where a foundation is laid by evidence tending to show a previous state of mind, and its continued existence past the time of the execution of the will is attempted to be proved by subsequent conduct and declarations, such declarations are admissible, provided theyfaie significant of a condition sufficiently permanent, and are made so near the time as to afford a reasonable inference that such was the state at the time in question.”
We think in this case it was proper for the court to admit these declarations that were admitted by the court subsequent to the purported date of this will, and solely for the purpose indicated, and which^was^the sole purpose for which they were admitted.
There are various other questions raised by exceptions to the evidence. In defense Mrs. Breck had testified that Mrs. McDonald had made to her various statements. She said that Mrs. McDonald had related to her the history of her life; that she had said that in early life she had been seduced by her brother William, and that Joseph was the fruit of that incest; that she had been driven from home in consequence of that; and she
The introduction of the first will, and all that took place at the execution of the first will, was objected to by Mrs. Breck. But it is to be noted that in this recital of facts, the will of December 23rd goes on and recites that a will was made, Mrs. McDonald says (if that is true) she believes, on the 14th; as a matter of fact the will was made on the 15th; but there can be no doubt that the first will that is the subject of testimony in this case is the will that was meant to be alluded to by this paper. It is part of the testimony tending to show that the recitals of this paper are not true — the will, which in itself is not witnessed by Francis and John as said to be by the will of December 23rd, and also the circumstances under which it was made. If she recited in the very outset as the reason for making the will of December 23rd, that just as soon as her son and two brothers had got .there they immediately urged her to make the first will and got her into such a mental condition that she was, to use the phraseology of the alleged will, “ so bewildered and crazed,” now it was certainly competent to contradict that by the introduc
There was quite a number of exceptions made to testimony showing her anxiety about her relations. It commenced with the writing of the letter of November 22nd, written by Mr. Stevenson, and was followed by a letter that was written to a Mr. Cookman, her brother-in-law, by Mrs. Breck herself, at the request of Mrs. McDonald, and there was evidence offered that after a son came here she asked him to go home and then come back and stay with her. All that was objected and excepted to; but the testimony that she asked Joseph to go home and then come back, manifesting in that a desire to have him near her, was admissible for the sake of showing what her feelings were towards her relations. It showed just as plainly — this asking her son to come back — as asking him to come the first time, that she had such a feeling of kindness towards him and regard for him, that she wanted to have him present, instead of that entire disregard for her relations which would seem to be expressed by the will of December 23rd, and which was made after these relations were here at her request.
There are one or two exceptions to testimony which we think are well taken; and one is the statement of the cashier, Mr. Severance, who was called to testify as to the genuineness of the signature of this will in comparing it with other signatures, and he was asked the question by the state and allowed to answer, whether he would pay a check so signed r and he said that he would not. We are of the opinion that that question and the answer were improper. The next question to be investigated is the materiality of that testimony. The rest of his testimony was, that the signature on the will was not a genuine signature, but a forged signature. And it adds very little to the testimony of a cashier who testifies that the signature on a check is a forgery' — it adds very little, in fact nothing, to his testimony to say that he would not pay a check so signed. It is so perfectly obvious that it would be his duty not to pay such a check that to ask the question is .merely superfluous, and could not possibly have injured the case of the plaintiffs in error.
Another question which was excepted to, the bearing of which upon this case we do not exactly see, was whether Joseph found fault with his mother. It is a question which could not, really, we think, have affected the case one way or the other. It very rarely happens in a case which has lasted as long as this, that all the way the judge who rules in these cases on the admission or exclusion of testimony, rules in every respect as another judge would. Where, therefore, dur
I have substantially considered the objections which have been made to the evidence in the case. They range pretty much upon the classes that I have spoken about, and what few there are, if any, that do not come within these rules which I have laid down, we think there is no error in, to the prejudice of the plaintiffs in error, and we can not reverse the case for those reasons.
There were quite a number of requests made to the judge for charges. They were all refused except as to those given in the charge. Most were fully given in the charge — in regard to the kind of evidence, the value of the different kinds of evidence, what was a reasonable doubt, and various matters which were quite fully requested — were very fully covered by the charge. There were some that were not given in the charge. The second request was :
“We ask the court to say further, that where the proof is not positive, but must be drawn from a chain of circumstances, each one of those material circumstances must be established beyond a reasonable doubt, and that all the circumstances, when thus established, must be inconsistent with the innocence of the accused.”
The court told the jury that where there was a chain of circumstances that practically hinged upon one another, that the essential facts must be every one of them proved beyond a reasonable doubt, or else the defendants below could not be convicted on that evidence. And we think that in using that language, the court used language much more proper than that of the request. It is not true that i n order to convict a person of crime, all those circumstances that may be material in the case must be established beyond á reasonable doubt. It is quite possible and probable, that there may be a large number of circumstances, no one of which will be established beyond a reasonable doubt, but yet the aggregate of those various circumstances, the number all pointing one way to the guilt of the accused, may be. such that there can be no reasonable doubt that the accused is guilty of the
The seventh request is: “If the recitals of the will of December 23, 1886, or some of them, are false, were they known to be false by Mrs. McDonald? If not known to be so, or if they were forgotten by her, or imperfectly remembered, then the fact that they were not true has no bearing in this case tending to impeach the will of Dember 23, 1886.”
We think that charge, if it had been given by the court, would have been misleading and erroneous. The object of introducing this testimony to contradict the recitals of the will, is to show that it is improbable that Mrs. McDonald, at the time she is claimed to have made that will, would have made those statements of fact which began that will. Now, first, she would not have been likely to have made those statements unless she remembered them as existing facts. So that to make it depend entirely — to say that the falsity of those recitals is not to be considered unless the jury are satisfied that they were not forgotten by her, or imperfectly remembered, is not to state the precise state of the matter. She would not probably have made those recitals unless she then believed — remembered— that they were true at that time. And it is in evidence in the case, by the testimony of at least one witness, that on this. 23rd day of December, 1886, when that will is alleged to
“The falsity of recitals of this will, like other material facts essential to be established by the State, must be inconsistent and irreconcilable with any theory of the innocence of the defendants, even when considered in connection with the liability of Mrs. McDonald to err in her recollection .of the facts, the liability of Mrs. Breck to incorrectly remember her statements, as well as the liability of Mrs. Breck to err in incorporating those statements into the body of the will on the following day, or at the time they were so incorporated into this will.” Mrs. Breck had testified that she saw Mrs. McDonald on the 22nd of December, and that Mrs. McDonald told her what she wanted in the will, and that she drew it elsewhere and brought it to Mrs. McDonald’s house. But the testimony was that when the will was brought in to be executed by Mrs. McDonald, it was read to her. Now they ask the court to charge the jury that the recitals of the will must be considered in connection with the liability of Mrs. McDonald to err in her recollection of the facts, the liability of Mrs. Breck to incorrectly remember her statements, and also the liability of Mrs. Brock not to remember the facts when she wrote the will, which obviously, when it is also a fact that the will was read over to Mrs. McDonald, calculated to mislead the jury, and was properly excluded.
The ninth request was: “Before any effect can be given to these statements of Mrs. McDonald for any purpose whatever, as bearing upon any issues which the State is bound to maintain in order to secure conviction, the jury must first find that Mrs. McDonald experienced no subsequent change of feelings or purpose toward her relatives or Mr. Breck, and in fact that she did have the same condition of mind on December 23, 1886, as on December 15, 1886.”
If the jury were of the opinion that there had been a change of feelings between the 15th day of December, 1886, and the 23rd of December, 1886, testimony of her feelings
The tenth request is: — “ The charge being that the said Martha McDonald had been defrauded in her property rights by the forgery complained of, if the jury find that prior thereto said Martha Hall McDenald had by a valid will or other conveyance, transferred all the property mentioned in said alleged will to other parties, then and in that case your verdict must be for the defendants.”
There was no question whatever, as far as the testimony was concerned, but that the will that was made on the 15th of December, 1886, was at the time it was made a valid will; that is, that it was not to be impeached; and this is substantially a request to the court to tell the jury that that being a valid will, it was impossible to convict the defendants below, on the ground that there was no interest left Martha McDonald in her own property, and that therefore no crime against property was committed. The request seems very unusual, but the fact at the bottom of it is, that a will does not operate until the death of the person, and it can not be possible that at the moment a will is made, the property has passed to another person. The statement excludes the request at once.
The eleventh request is: — -“The declarations of the said Martha McDonald made, not-in the presence of the defendants, Mr. and Mrs. Breck, or either of them, nor in any manner connected with the making of the will of December
That comes back to the question we discussed at first, and it is that .those declarations were not to be considered as direct evidence of the statements made in them. But, as we have shown quite fully, the statements, so far as they showed the mental condition of Mrs. McDonald, were proper for the purpose of negativing the statement of those feelings and conditions as recited in this will; and I hardly know whether this request was meant to cover substantially the doctrine with which we started out, that the declarations could not be introduced as direct evidence of the existence of the forgery. But if it were meant to save that and nothing more, the phraseology was very unhappy, .because it says that these declarations could not be considered as evidence to impeach the validity of the will. These declarations are evidence to impeach its validity, by reason of the impeachment of the truth of the recitals in the will, and in that indirect manner to tend to impeach the validity of the will. The subject was completely covered by the charge.
The twelfth request is: — ¡‘The facts pointed out to the jury by the expert witnesses as the basis of the opinions they have expressed to you in their testimony, are entitled to more weight in enabling you to determine the question whether said signatures are true or false, than the opinions expressed by said witnesses called as experts before you.” There were quite a number of experts who testified that this signature was, in their opinion, a forgery, and some of them went quite fully into the facts upon which they based their opinion. The court charged the jury that the opinion of experts was to be taken with a good deal of care, and was not the highest kind of evidence, and told the jury that they must consider those opinions in connection with the facts upon which they were said to be founded. But, if the court should go farther, and undertake to tell the jury which, in the particular instance, might be the best evidence, or compare one with the other, telling them which they should give the most
A ground of error over which we have spent considerable time has been a claim that, as matter of fact, the verdict of the jury in this case was so manifestly against the weight of evidence, that it was the duty of a reviewing court to set it aside. There were introduced before the court and jury quite a number of signatures of Martha McDonald which were admitted to be genuine, and those signatures were not made a part of the bill of exceptions, but only copies. In the old English law, it was the rule that signatures, even if they were admitted to be genuine, or if proved to be genuine, were not admissible to the jury or to the court for the purpose of comparison, unless it happened that they were already attached to some document which was testimony in the case. A rather absurd notion to say, if it was proper at all to examine signatures for the purpose of comparison, that those signature might not be examined which were admitted for that purpose to be genuine, although they might be upon documents not otherwise pertinent in the case. But that rule has been, as it ought to be, thoroughly overruled in Ohio, and the leading case upon the subject is Calkins v. The State of Ohio, 14 Ohio St. 222, where the rule was discussed at considerable length, and the history of it in England. The reasons for it there were quite different; juries there were more ignorant when the rule was established than they are supposed to be in Ohio. And the rule was laid down in this state, as in most of the states, that signatures admitted to be genuine are admissible for the purpose of comparison, and, as expressly stated in 14 Ohio St., are to be submitted to the jury to be compared by the jury. That case is followed by three cases, 19 Ohio St. 407, 36 Ohio St. 195, and 30 Ohio St. 600, and the rule is laid down in the 19 Ohio St., and 30 Ohio St. 600, that all the evidence which is submitted to the jury must be submitted to the reviewing court, if the reviewing court undertake to reverse the case on the ground
There probably have been very few papers where there were a larger number of attempted recitals of fact and reasons for their existence, than are given in this paper. And each of those recitals, if untrue, bears upon the question of whether or not this will was probably the will of this woman. She says ■in the outset, that her two brothers and her son urged her to make this will — the first will of December 15th — until she was bewildered and crazed. The testimony was very clear about the making of that will — that it was made at her suggestion; that she was calm, and that the state of her mind was not such and that the importunity had not been such, as it is recited to be in this will. It is elsewhere recited in the will of the 23rd that the will of the 15th was witnessed by her two
“ For services rendered, I, Martha Hall McDonald, promise to pay bearer $8,000, or whatever my property may be worth at the time of my death. This contract becomes due at my death, and the provisions of it must not be told until after my death.
(Signed), Martha Hall McDonald.”
That and the will are the only papers before us that are signed in that manner; and both that and the will are claimed to be forged. If that was not a genuine contract, not only was the recital in the will disproved, but the attempt to sustain the will of the 23d of December by a forged contract (if that is a forged contract) was of itself most damaging evidence to Mr. and Mrs. Breck.'-It is to be remembered that by the testimony of Mr. and Mrs. Breck, they were both present in the presence of Mrs. McDonald on the 23d of December, 1886, when this will was executed, and that they actually saw her execute it; so that there can be
(Affirmed by Supreme Court without report, March 26, ’89.)
Case-law data current through December 31, 2025. Source: CourtListener bulk data.