Noble v. Burnett
Noble v. Burnett
Opinion of the Court
Tbe opinion of tbe Court was delivered by
In each of these cases, one of three persons, wbo subscribed in character of attesting witnesses to a will, was nominated as executor; in tbe former, the executor nominated never qualified, but renounced; in tbe latter case, tbe executor nominated did qualify, and has not renounced; in each case, tbe will was a mixed one, that is, it disposed of both real_and personal estate; each bas been denied probate, upon tbe ground, that one, nominated executor, was incompetent to attest tbe will that nominated him as such, and therefore, that each will was void, being subscribed by only two attesting witnesses to its execution, competent for that end in law, whereas at least three such are required to a will of any kind. Both these cases are parallel witb that of Taylor
If, by virtue of one being nominated executor, in a mixed will, he takes such a beneficial interest, by or under the will, as is vacated and annulled by the statute 25 Geo. 2, c. 6 ; if, (in other words,) he stands upon the footing of a legatee, (so far as the action of that statute is concerned,) then the judgment, rendered in Taylor and Taylor, was erroneous, as is satisfactorily established by Cannon and Setzler ; for, on such assumption, the will, in the former, ought to have been admitted to probate, as was that in the latter case.
It is further to be observed, that Taylor and Taylor, proceeds upon the ground, that, though the statute of George may apply to a mixed will, yet it does not act upon a question of prolate in the Ordinary’s Court, because that proceeding affects only personalty, and is as a case in Doctor’s Commons. That doctrine is overthrown by Cannon and Setzler, for the question there was one of probate merely; and it is maintained and ruled, upon reasons satisfactory, that, whenever the statute of George annuls an interest, it does the work effectually, in all forums, and upon all occasions. So there is nothing left of the judgment in Taylor and Taylor, unless it
Until such modification of Taylor and Taylor we-had this (most unhappy) result, that the same instrument was a will for realty, and none for personaltythat, in fact, the statute of George, when invoked in the Court of Probate, was silent, in relation to the same paper, but spoke effectually and potently, when invoked in any other Court, touching a devise; (vide, Henderson vs. Kenner, 1 Rich. 531; Douglass vs. Brice, 4 Rich. Eq. 322.)
What disastrous confusion must be introduced by such a state of the law — into the scheme of testamentary dispositions —how completely, and in how many cases the influence of advancements upon the mind of a testator, in a mixed will, and the testamentary wishes, generally, would be thwarted— it needs no illustration to show. It is fortunate, therefore, that the Court had the opportunity, presented by the case of Cannon and Setzler,'to discover, that the statute of George, properly interpreted, would not work such consequences; for all will agree, that, in this State, at least, where distributees, those, standing toward -a decedent nearest in blood and domestic relation, aré in lieu of the heir of the common law, and are, some or all, legatees and devisees in most cases, it is far better, where the whole estate, real and personal, is disposed of by will, that the whole instrument, as to its execution, should be either valid, or void entirely.
In the uncertainty, if not the confusion and conflict of judicial opinion, which is disclosed by our cases, upon the question of wills, well or ill attested, it is fit that the cases now before us should have been brought to the Court of last resort, and that the occasion should be improved to fix some rules, that may serve as guides to Bench and Bar.
The argument and the judgments to be found in those cases warrant, as well established, the following propositions:
2. That the statute, 25 Greo. 2, c. 6, is of force in this State; that it applies to wills, devising real estate merely, and to mixed wills; that it operates to expunge, at the time of execution, every beneficial interest, specified by it and provided for in the will; and the person so undertaking to attest, who would otherwise be disqualified for the function of attestation, is placed, by that statute, above all exception.
3. That the said statute is as effectual on the question of probate, in the forum of that proceeding, as on any other question in any other forum.
The points now presented for determination are,
First, Does one, who subscribes an instrument intended to be a will or codicil, in character of attesting witness to the execution, wherein he is nominated executor, derive therefrom thereby such interest as disqualifies him to be a good attesting — that is to say, a credible, a competent — witness, to the execution thereof.
Second, If so, does the statute of G-eo. 2 operate, and declare him credible — competent—to discharge the function of attestation?
As to the first question:
We must bear in mind, that the legal capacity of any person to attest the execution of a will, is to be referred, as to
It must be admitted, that, in England, the nomination as executor, and even the vesting in him a mere trust to sell, after he was bereft of a right to the residue, did not disqualify
But when he became entitled to commissions, one twentieth part of all moneys received and disbursed, (as he did under our Act of 1789, 5 Stat. 106,) it was considered by this Court that the executor had a beneficial interest under the will, whether he had qualified or not; Taylor vs. Taylor and Workman vs. Dominick show this. That position, however, is assailed, upon the present occasion, by those who advocate the probate of these wills, in order to show that the executor, having no disqualifying interest to attest, is good for that purpose under our statutes relating to the execution of Wills, and therefore, that in such case the second question above stated need not be encountered since the saving efficacy of the Statute of George is not required. And if the position be sound the consequence follows, though it is in conflict with Workman vs. Dominick. But the majority of this Court has resolved, that there is good ground to say an executor nominated in a will does take, by and under it, such beneficial interest (as that phrase has been already interpreted,) as disqualifies him to become a credible — competent—witness to its execution.
It has been already shown, that contingency, as to the
It is said, however, that the executor does not take his commissions by virtue of the will and that his mere office does not disqualify. No more did he take in England, at one time, the residue, (itself also very contingent,) by virtue of any provision in the will to that effect, although that indubitably would disqualify him to attest its execution • Betteson vs. Bromly, 12 East, 250; but it was given to him by law, as commissions are here; both attend upon his office. And the like was true as to a debtor to the testator, nominated executor. Indeed no substantial difference is perceived between the case of an executor as it now exists, and a case where a legacy of value, equivalent to commissions and in lieu of them, should be given, as compensation for care, trouble, responsibilty, and expense, in the performance of administrative duty. In some cases, the commissions prove to be very inadequate compensation, in others very ample; and the office may prove, in other respects, a very advantageous position. The executor may recover, under our law, remuneration for extra services — may purchase, at his own sale, property with which he is more familiar than any one else: sometimes he receives more than any legatee or devisee
As to the second point; does the statute 25 Greo. 2, ch. 6, apply to the case of an executor attesting the execution of a will ?
Considering the first point established, that the case of the executor is the same, in its nature, as that of a legatee or devisee, Cannon and Setzler is full authority to maintain the affirmative. Having placed the executor upon such footing —having shown that renunciation or qualification, as such, will make no distinction, we have before us now two cases perfectly parallel with Cannon and Setzler.
There is a third question, which, we think ought to be adjudged upon this occasion, and a majority of the court concur upon that also. It is whether the statute 25 Geo. 2, ch. 6, applies to wills of personalty merely, as well as to those mixed, and those containing devises exclusively?
Workman and Dominick is directly in the negative, and followed the judgment rendered in Taylor and Taylor, as
The words of the first section of 25 Gfeo. 2, c. 6, are: “ If any person shall attest the execution of any will or codicil,” (after a day named,) “ to whom any beneficial devise, legacy, estate, interest, gift, or appointment of, or affecting any réal or personal estate, (other than and except charges on lands, tenements, and hereditaments, for payment of any debt or debts,) shall be thereby given or made, such devise, legacy, estate, interest, gift, or appointment shall, (so far only as concerns such person attesting the execution of such will or codicil, or any person claiming under him,) be utterly null and void; and such person shall be admitted as a witness to the execution of such will or codicil, within the intent of the said Act,” (meaning the 5th section of the Statute for the prevention of Frauds and Perjuries,) “notwithstanding such devise, legacy, estate, interest, gift, or appointment.” 2 Stat. 580.
It is not to be successfully contested, that the occasion, the . practical, existing evils, that gave rise to this statute in England, such as were then known and felt, and which alone it did, in fact, remedy there, all pertained to testamentary dispositions of lands, tenements and hereditaments, and interests in them, devisable by the statute of wills, by custom, or an estate pour autre vie, rendered devisable by the 12th section of the Statute of Frauds and Perjuries.
No such condition of statutory regulation as to the execution of a will, disposing of personalty only, such as our Act of 1824 created here, ever did exist in England; for no attestation of a will of personalty merely ever was required there until the statute 1 Victoria, ch. 26 ; sec. 17 of which is as follows: “No person shall, on account of his being an executor of a will, be incompetent to be admitted a witness to prove the execution of such will, or a witness to prove the validity or invalidity thereof.” It will be observed that this is quite a different sort of -remedy from that within the purview of the statute Geo. 2d — for that applied to the attestation and not the proof of the execution of a will, and the confounding of the two ideas obliterates the grand distinction, so well drawn by Lord Camden, between a witness to attest and one to prove. So this section does not prove that the Parliament, on the Sd July, 1887, extended the remedy of the statute Geo. 2d, to wills of personalty only, and that its remedy would not have been applied by the Courts to the same evils, had they existed in that class of wills, as did exist in those contemplated by the Statute of Frauds and Perjuries.
The said statute of Victoria is a new code as to the execution of testamentary dispositions, and repeals the 25 Geo. 2, ch. 6, and it drops the word credible. It is not, therefore, a declaratory law as to what was or was not the scope of the statute of Geo. 2d.
Hence we say that the Courts of England never had before them, in the light that the Act of 1824 presents to us, the question of the extent to which the remedy of the statute of Geo. 2d could and should be carried, in order to cure a mischief of the very same kind that gave occasion for its enactment (¿ e. in regard to the subject matter of testamentary disposition) though its extension should embrace an evil of a
In 1824 it was enacted,
“ That all wills and testaments of personal property shall be executed in writing, and signed, by the testator, or by some other person, in his presence, and by his express direction ; and shall be attested and subscribed, in his presence, by three or more credible witnesses, or else be utterly null ahd of no effect.”
And further,
“No revocation of any will or testament of personal property shall prevail as such which would not be effectual in law as a revocation of a will of REAL estate.”
Now we must presume necessarily, that the law-givers are acquainted, at all times, with the state of the law upon which they act. Therefore, in 1789, when the 5th section, as well as others, of the Statute of Frauds and Perjuries, pertaining to the execution of wills, was re-enacted, in substance, they knew that the three credible witnesses, required for the attestation of a will, were such as were competent to that purpose,
A few instances, hastily collected, of such doctrine, in the construction of a single statute, or of a series of statutes, as we favor, not more germaine to the same subject matter, than those under consideration, will be subjoined.
Although the preamble is generally the key to the construction of a statute, yet it does not always open all the parts of it; as sometimes the legislature, having a particular mischief in view, which was the primary object of the statute, merely state that in the preamble, and then go on, in the body of the Act, to provide a remedy for general mischiefs of the same nature, but of different species, neither expressed in the preamble, nor, perhaps, then, in immediate contemplation. Mann vs. Cammel, Loft, 783.
Strong words, in the enacting part of a statute, may extend it beyond the preamble: Pattison vs. Bankes, Cowp. 543. But a preamble cannot control the enacting part of a statute, which is expressed in clear and unambiguous terms: Crespigny vs. Willenoon, 4 T. R. 793, per Buller, J.
A statute lately made, may be holden to be within the equity of a statute long since made, and there are, in our books, frequent instances of its having been so holden: Bacon Ab. Statute, J. 3; and see Vernon's case, 4 Coke, 4.
In Sir William Moore's case, (Ld. Raymond, 1028,) Holt is reported to have said — “ For though a subsequent statute may be comprehended within the meaning of an Act precedent, as the Stat. 32 H. 8. of Wills, within the Stat. 27 H. 8. of Jointures, yet that is, when the latter statute is within the same reason as the former, which this is not.”
Though what we call our Insolvent Debtors’ Act was designed to give the relief of a sort of bankrupt system, and the Prison Bounds’ Act to mitigate the rigors of actual incarceration, and though Judge Brevard (vide note 2, Dig. 157) thought it extremely difficult to construe the two in pari materia, and cites some earlier cases to show it, yet for a long-space of time they have been so construed and administered. Anri if it be said that the Act of 1788, refers internally to that of 1759, the reply is, so does that of 1824, refer to and adopt, in words, as to the mode of revoking a will of personalty merely, that of 1789, upon the same subject as to a will of realty.
Behold the consequence of resolving that the statute o^ George shall not apply to the execution of a testament. The execution of a will of real estate, and a revocation of it,, is good, though attested by one who is made competent only by virtue of that statute. By the Act of 1824, “No revocation of a will or testament of personal property shall prevail as such which would not be effectual in law as a revocation of a will of real estate.” They are, beyond cavil, to be put on the same footing, as to revocation. Consequently, the execution, in writing, of a revocation of a testament of personal property, which should be attested by a legatee under the provisions of such testament of revocation would be good, for it would be “ effectual in law,” as such, if it related to a will of real estate, by the force of the statute of George 2d. The result would
Inasmuch as the precise point, whether the office of the executor, as well as his commissions, are taken away by the said statute, is not now necessarily presented by these cases, and since the same has not been discussed as a primary inquiry, the matter is not ruled; but it may be said, that, guided by present light upon that subject, the impression of several members of the Court of Errors, is in the affirmative.
A point to this purport was discussed, to wit, that the will of John B. Bull contained no devise, in legal contemplation, because the devise, in terms, seeks to transmit to an alien widow of testator, who cannot take because of alienage, and besides, the will provides that the real estate shall be con. verted into personalty and remain such. There is no difference of opinion among us, that an alien widow may be de-visee to take and to hold until office found, and that the State may forbear to take measures to oust; and if there be no more than a devise to trustees to sell, and the proceeds are
The case of W. P. Noble vs. Andrew P. Burnett, must go back to the Circuit Court, upon the ground of error in excluding Edmund C. Martin, for incompetency to attest the execution of the will in question; and the other case must go back to the Court of Probate, upon the same ground of error, and that Court be left to inquire and determine whether the incompetence of Dawson to testify in the cause■ can be supplied by secondary evidence; and it is so ordered and adjudged.
Dissenting Opinion
dissenting said: The cases of Taylor vs. Taylor, and Workman vs. Dominick, are decisive of these cases; and little as I concurred in those decisions, I think it is safer and better to adhere to them.
I might have assented to the decision in Noble vs. Burnett, if it had been put upon the ground that Martin, the person named as executor, and a witness to the will, had refused to qualify, and was never, therefore, in any sense, executor.
But I cannot agree that the statute of George in its intent or terms, embraced an executor.
In GorletCs case, Mr. Dawson, the executor, is plaintiff on the record; it is, I believe, conceded, that he cannot be a witness to prove the will, and yet proof of his handwriting is to have the effect of doing more than he can do.
If the statute of George reaches him, he is neither executor, nor has he any business to be before the court as demanding
Dissenting Opinion
dissenting. In Gannon vs. Setzler, 6 Rich. 471, tbe Court of Errors expressed strongly tbe opinion, that tbe existing state of tbe law upon tbe subject of tbe attestation of wills was proper matter for legislative interference. “To tbe Legislature it belongs” (in tbe language of tbe Court) “to extricate tbe whole subject from tbe perplexity in which legislation has involved it. To tbe Court it belongs to expound and apply tbe law; amendments of it, and more especially of • tbe Statute law, however desirable they may appear, must be referred to tbe wisdom of another branch of tbe government.”
I am unable to concur in this decision, because I regard it as an encroachment upon tbe rights and duties of a co-ordinate part of tbe government — as a legislative, and not a judicial act. As an act of legislation, (in tbe construction which I give to tbe opinion) I regard it as incomplete and of doubted expediency.
It seems now to be generally conceded that tbe competency of tbe witness must be referred to tbe period of attestation. Upon tbe death of tbe testator, tbe legal title, in all bis personalty, becomes vested in tbe executor, and, according to tbe law and usages of this State, be has an extensive control over tbe realty. It is a very imperfect view, to measure tbe bias of such person, in favor of supporting such instrument, by tbe commissions be may receive upon bis financial operations. Places of honor, and trust, and influence, have their affections as well as offices of profit, and are not less eagerly sought. In Taylor vs. Taylor, 1 Rich. 531, some of tbe reasons are stated why tbe case of an executor was not within tbe terms, as it clearly was not within tbe purview or intention of tbe statute 25 G-eo. 2. It is not proposed to re-produce what is there stated. But tbe Statute 1 Victoria, c. 26, enacted in 1837, leaves little doubt as to tbe construction of tbe statute
The effect of the decision, now announced, is to take away the office of an executor, without the sanction of any law, or to deprive him of commissions for the discharge of his duties, which are secured to every executor by the Act of 1789.
Motions granted.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.