O'Neall v. Farr
O'Neall v. Farr
Opinion of the Court
Curia, per
The testator, by his last will and testament, duly executed, and bearing date 16th day of June 1828, gave his whole estate to J. B. O’Neal], and appointed him sole executor. On the nineteenth of the same month, he wrote a letter to the executor, declaring the uses and trusts of the bequest in the following words.
“ I want Fan and Henry to be free ; I want Fan to have one half of my estate, and Henry the other half. When Fan dies, I want Henry to have half of Fan’s half, and you the other half for your care and trouble of them; and should Henry die, leaving no wife nor child, I want you to have the whole óf my estate forever. I want you to give Henry a good education, and do the best you can with him, and deal out his share to him as you think best, or as you think he will improve it. I want you to take Fan home with you, and build her a comfortable little house somewhere on your plantation, and let Fender and Cesley live with her as long as she lives.”
The testator died in 1837. This paper was propounded in the court of Ordinary for Union District, as the last will and testament of William B. Farr, and admitted to probate. The appellants, who are the heirs at law of the testator, and are his brothers of the half-blood, and the children of brothers of the whole blood, appealed from the decision of the Ordinary, to the Court of Common Pleas. The grounds of appeal are as follows.
1. That the paper propounded is not the will of William
2. It was procured by fraud on the testator, and under circumstances of fraud on the law and the policy of the law.
3. By the threats and menaces of Fan.
4. It was revoked by a later will, bearing date the 17th August, 1836.
5. It was revoked by a codicil, dated 20th February, 1837, and by another writing, dated December 5th 1834.
6. It was not executed according to law.
7. It was a duplicate of a will which was burnt or destroyed by the testator.
On the trial of the case in the Circuit Court, the Jury found against the will, and this case comes up to the Appeal Court, on a motion for a new trial.,
There is no doubt, from the evidence, that the testator was of sound mind, and that the will was executed according to the requirements of the Act of 1789, 5 Stat. 106. The paper executed 5th December, was no revocation, because that was void for the want of three witnesses. There is nothing in the evidence which establishes any threats or menaces of Fan, of any other person, in procuring this will; or that it was procured by any fraud on the testator. The remaining grounds are, •
1. That it was procured by the undue influence of Fan.
2. That it is void, as against the policy of the law; and
3. That it was revoked or destroyed, by the subsequent acts of the testator.
These questions I shall now consider, with a view to determine if the verdict of the jury can be sustained, by either the law or the facts of the case.
In considering this case in reference to the undue influence alleged to have been exercised in the procurement of this will by Fan, it must be remembered that this will bears date the 16th June, 1828. Up to this time, the testator enjoyed good health, and had an unbroken constitution. Most of, if not all, the witnesses speak of him as a man of strong and vigorous mind, very self-willed, and not likely to be under the influence or control of any one. It
As to what shall constitute undue influence, I can add but little to what is said in the case of Farr vs. Thomson, Ex'or. Cheves, 37. According to the authorities, it must be so great as, in some degree, to destroy free agency; an influence exercised over the testator to such an extent as to constrain him, from weakness or other cause, to do what is against his will, but what he is unable to refuse. This influence may be obtained either by flattery, by excessive importunity, or by threats, or in any other way by which one person acquires a dominion over the will of another. The particular facts by which it is established, must, of course, arise out of each particular case, and must be left, to some extent, to the decision of the jury; but there must
Whenever the validity of a will is disputed, the natural inquiry is, whether it is voluntary, whether it be conformable to his wishes -and his previously declared intention, and according to the course of his affections. When a sane man, with legal solemnities, executes a will, the law presumes, in' the absence of proof .to the contrary, that it was done voluntarily, and that it contains truly his wishes and intentions in relation to the disposition of his property. The burden of proof lies on him who alleges the existence of undue influence, and its exercise in the procurement of the will.
I have before said Fan was greatly indulged; and that she had some influence over the testator, arising out of her position, can scarcely be doubted.. From this arose her familiar mode of addressing him, her presumptious claim to be his wife, and her dominion over the servants and household affairs ; but beyond these, the evidence furnishes no proof of influence possessed or exercised, or attempted to be exercised, unless we can so regard the fact before stated from the evidence of McRay. At a period subsequent to the making of this will, and after his mind and energy of character were much impaired by drunkenness and disease, the evidence assumes a somewhat different character. Those scenes which are so shocking to decency and our ideas of the subordination of slavery, which are related by Ellen Brock, occurred in the last year of his life, and during fits .of mutual intoxication; and it was not long before his death, and under like circumstances, that Mr. Kelly came to the conclusion that Fan could have sold, or prevented the sale of, any of Farr’s negroes. All these facts were permitted to go to the jury ; and although this gave a semblance of support to the verdict of the jury which set aside the subsequent will of 1837, of which Dr. Thomson was Executor, they can have very little bearing on this case. When this will was executed, nine years before the testator’s death, he was a man
Independent, however, of the facts- of this case, it is supposed the verdict must be sustained on certain legal principles hereinbefore stated. The first of these, which I shall consider is, whether the trusts of this will violate any' principle of public policy. What is or is not public policy, is matter of opinion, about which men differ as essentially on this subject as on any other. Until, therefore, the opinion of the community is embodied in the shape of law, we cannot regard It judicially. In 1828,
The 7th ground of the suggestion alleges, that this is'a duplicate of a will which was burnt or destroyed by the testator. There is no doubt, if a will be 'executed in duplicate, and one copy be destroyed by the testator, with the intention to revoke, it is an entire revocation of the other. But to give this principle any application, there should be some evidence that the will was executed in duplicate. The witnesses to the will say, there was but one copy executed; and if he afterwards had executed another, it would not be a duplicate, but a new will. No doubt the will Dr. Thomson copied from, when he wrote the will of 17th August, 1836, was an exact transcript of this, and that the testator had written his name in the margin, as he had done in the will now under consideration; but Dr. Thomson did not. know whether it was signed or attested by witnesses. Unless we take the assertion of the fact for proof, there is nothing to authorize the conclusion that there ever was a duplicate of this will. What Dr. Thomson copied from, was either the will itself, or a copy. No other conclusion is authorized by the facts.
The 4th ground in the suggestion is, that this will was revoked by the subsequent will, dated the 17th August, 1836, of which Dr. Thomson was appointed Executor. By the Act of 1789, no will, or clause of any will, is revocable but by a subsequent will or codicil or other writing, executed according to the provisions of that Act, or by concealing or destroying it. To say that a will, not signed by the testator or attested by three witnesses, could revoke a former will, would be to repeal the third section of that Act. Or, that a will executed when the testator was non compos mentis, or under duress from threats or undue influence, would be to revoke a good will, by an instrument wholly invalid and void, and to make a man die intestate, when it is clear he intended to die testate. Mental capaci
The only remaining ground relates to the codicil or other writing of the 20th February, 1837. By this paper, after revoking a gift before made to his nephew, W. F. Duff, the testator -says, “also -, any other instrument of writing that I may heretofore have given, implying, signifying, or purporting any claim, right or lien on my estate, or any part thereof, even to one cent, I do now declare null and void and of no effect, except the within or annexed will, which is my true .and lawful will, and no other.” At the time of -the execution of this paper, it was not attached to any will. A short time after its execution, it was attached to. ,-the will of 1836, by Dr. Thomson,.under the direction of,the testator, by wafers. Thus áttached, they were found, in the testator’s possession at his death, and propounded to the court of Ordinary a,s the will of W. B. Farr. The Ordinary says — “the witnesses to both were examined. There was no separate examination about the codicil; they were regaided as one paper.” The Ordinary decided, that both these papers together, constituted the last will and testament of W. B. Farr. It is clear, from this .evidence, that the issue made up on the appeal from the Ordinary, involved the validity of the codicil, as well as the will, and that the verdict, in the case of Farr vs. Thomson, Ex’or. applies as much to the one as the other. This is manifest from the consideration, that although the will, when executed, might be bad, or the testator might be non compos mentis, or under duress or undue influence at its execution, yet, if he was sane and free from duress or undue influence when he executed the codicil, that would be a republication and confirmation of the will,, and would free it from the objection to which it was liable at its execution: As both papers were propounded together, and as the will could not be
Reference
- Full Case Name
- John Belton O'Neall, Ex'or. of Wm. B. Farr, ads. John P. Farr & others
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