Cogbill v. Cogbill
Opinion of the Court
The grounds on which the evidence of the witness is impugned, are twofold. First. That he is interested in setting aside the codicil, inasmuch as he would then be entitled as a distributee : and, Secondly. That he is a party in the appeal, and liable for costs. If there were no other objection than'the first, I should be of opinion that by releasing all his interest, he might be a competent witness. With respect to the second ground, there is more difficulty. That Hill Cogbill was originally a party, is not controverted; that he now appears as a party . cannot be denied. But is there no mode by which he may become disinterested as to the costs, and be restored to his competency? I mentioned yesterday, that by depositing a sufficient sum of money to cover the costs, I thought every objection to the admissibility of the witness might be removed. Of the correctness of this opinion, however, I am not certain. But what if the other appellees were to come jn and offer security for costs, and, in consideration of Hill CogbilPs releasing all his interest as distributee, in the event of the codicil’s being rejected by this Court, they release him from the payment of-all the costs? Would not this make him a disinterested witness ? He was of opinion that Hill Cogbill might be admitted as a witness, if he should release all his interest in the residuum of John Oogbilps estate, in the event that the codicil should be rejected bv this Court; and if the other appellees should, on their parts, give security for all costs, in Court, for which they may be liable, and also release Hill Cogbill from all demands for contribution in this case.
I do consider this case as depending before an Appellate Court; and not as an original cause. The only difference between this, and'other appeals is, that, in this case, we hear viva voce testimony; in others, all the evidence is in writing.
There can be no doubt but the witness may release , his interest as to the subject in controversy; but the only difficulty with me, is, whether his liability to pay costs does not disqualify him. If he can be introduced he must get rid of the objection in one of three ways : First. He must himself pay down a sum of money, fully equal to the costs: er, Secondly. His co-appellees must release him from the payment of costs, and give other security for that purpose; or, Thirdly. The costs must be paid down by the other appellees.
It will not be contended that the witness himself should pay down the costs. That course would be liable to this objection; that it would not only discover too much forwardness on his part, and too warm an interest in the subject, hut still he would not be disinterested; for, in that event, the money would come back to him, if his co-appellees should succeed in the cause.
The next question is, whether his co-appellees, by releasing him from the payment of costs, and by giving other security, can introduce him as a competent witness. If any case precisely similar had occurred, I presume it would have been cited: none such has been adduced. But there is an authority which seems to negative the position that a party can be restored to his competency by a release from the costs. The case of The King v. The Governors, &c. of St. Mary Magdalen Bermondsey, &c.
In the third view of the case, it has been said, that if thetaoney he actually paid down by the other appellees who
In the argument of this case, I shall contend, that the memorandum is, in itself, a good will.. If, however, the Court shall differ with me on that
From the reasons which have been so fully stated by the Judge who has preceded me, it appears that Hill Cogbill is an incompetent witness); and the opinion of a majority of the Court is that he cannot be admitted.
3 East, 7.
2 Bac. Abr. Gwil. ed. 581. tit. “Evidence,” let.(A.) div. 4. 1 Vern. 230. in the case of Phillips v. The Duke of Bucks. Peake’s Law of Ev. 142. 2d edit.
) Swinb. 51, 52. and the other authorities before cited-
Opinion on the Merits
On the merits.
Signing is not necessary to a will oí personal estate. The animus testandi is all that the law requires. On that ground nuncupative wills were first established; and it is on that principle that we contend for the position just advanced.
Another reason for considering this paper as a good will, is, that the delivery, by the testator, to Ferguson, was a due publication. There is no technical form of publication. Any act which shews that the testator meant it to be hiswill, is sufficient. Toller, in the page just cited,
But, if this paper be not a will, it contains notes for a will; and that will be considered sufficient, even if the will be not afterwards approved of; for they are evidences of the testator’s mind. Richardson on Wills, p. 26. This authority is express, that if the notes be sensible and substantive, so as to be intelligible, they are a complete will. To the same point is Dyer, 72. pl. 2. Browne v. Sackville, 1 Anderson, 34. Swinb. on Wills, 6. Godolph. 14, 15. These authorities clearly prove, that, if notes only be taken for a will, they will amount to a complete disposition of the property, if they be reduced to form during the life-time of the testator. If notes taken by another be sufficient, how much stronger is the case, when they are made by the testator himself! The act of Assembly
2. If, however, the Court should be of a different opinion as to the points already made, the other cannot fail— that the new will written by Ferguson was a good will, and the memorandum is to be taken as a substitute, that will having been lost, (a) This will was approved by the testator, both in the presence of Ferguson and Archer; and his failure to sign it is sufficiently accounted for: he wished first to release a debt due from his brother’s estate, for the bexxefit of his representatives. Nor is there any evidence of a chaxxge of intention, either as to this will or the* memorandum.
The draught of the new will having been lost, the next best evidence which can be adduced ought to be adopted that is, the memorandum. If a bill in Chancery were brought to set up this lost will,- there cai'x be no doubt, on principle, but -it would be established. But we contexxd
But I presume it will be said, that Ferguson struct out some little expletives which he had inserted himself in the memorandum; on which circumstance an argument may be founded. To which it will be a sufficient answer, that if the will was good at the time of CogbilVs death, no act of Ferguson's could destroy its validity.
(after stating the case, and animadverting with great severity on the conduct of Ferguson and Archer, in discovering such unusual activity in endeavouring to establish the memorandum as a codicil to the will of John Cogbill; in consulting counsel on it; in taking possession of the testator’s papers before his death, and withholding them from his executors; in the great tardiness manifested by Ferguson in preparing the release; in his altering the memorandum, after he had inserted certain words in it in the presence of Cogbill, which might technically be called a forgery ; and, finally, in his retaining the memorandum after he had written the draught of a new will,) proceeded to discuss the propositions of Mr. Call.
As to Mr. CalPs first point, that the memorandum is a good will; we say, that John Cogbill died without any other will than the first. Mr. Call, howxver, says that he left three.
The memorandum is not a good will, because John Cogbill did not intend this paper should be his will. This is a plain matter of fact, to be gathered from the evidence
But, says Mr. Call, mere notes for a will are sufficient. Admitting this to be true, it does not apply to the present; case ; for Ferguson says there was another paper, containing the oral instructions, which he afterwards reduced to writing; and the paper now produced does not contain all the instructions of Cogbill. Richardson on Wills (p. 26.) does not prove that mere notes for a will are a will itself. Dyer (p. 72.) is a confused case: it is referred to in Swinburne., Godolphin, Anderson, and other old books cited by Mr. Call, and the facts differently stated in nearly all of them. These .old books are but of little authority, and seldom cited in Westminster-Hall. In opposition to these cases, I will refer to Rowel on Devises, 27. 7 Bac. Abr. Gwil. edit. 317. tit. “ Wills,”&c. let.(p). div. 2. Richardson on Wills, 5. Swinb. 6. 521. and toller, 3. 57. (new edit.) all of which prove, that a will is an act of more solemnity than has been ascribed to it by Mr. Call; and, if it appear, that the testator contemplated a change in his will, or only left imperfect draughts for a will, it is not sufficient to constitute a will. In the case beforé us, Cogbill determined not to subscribe any will, until the release should be executed. Will the Court, then, say, that a particular paper shall be . his will, when he determined to make no will, until a certain occurrence should have taken place ?
Modern determinations with respect to wills, seem to be approaching the standard of common sense, much more nearly than the old. In Coles v. Trecothick,
Another circumstance is conclusive. In lieu of the memorandum, Cogbill had received the draught of a newwili from Ferguson. He intended to execute this as his will, upon the happening of a certain event: that event never happened. Would it not be monstrous to say, that that paper shall be his will, when he determined it never should be, till the release should be executed ?
If the testator intended this memorandum to be his will, (as contended for by Mr. Calif why did he not sign it at once ? The circumstance, that he named some executors, has no weight; because he obviously left the paper incomplete, concluding it with an et atiera, as if he intended to add something more.
The first position to be examined is, whether the memorandum be a good will. Secondly, whether, if not, the draught of a will, which has been lost, can be established by the instituting proof of the substance.
Thp law, though always rigid as to the disposition of land, was originally careless in bequests of personal property. But the Judges, of late, have established modes of proof far more guarded than formerly; and, in the lan
As to the position, that the memorandum is a good will in itself, two preliminary remarks are necessary. First. It is not enough, in order to make this a good codicil in itself, that John Cogbill might generally have professed an intention of devising, as in that instrument; but the voluntas testandi must have existed in his mind quoad this particular paper.
But we do not rely on parol evidence alone. There are internal evidences that the testator did not intend this paper to stand as his will. If that identical paper was not intended as the will of Cogbill, it is not in the power of the Court to make it so. When did he intend it as his will 1 Not when the original will was written by Ferguson, in whom he confided. If he had intended it as his complete will, would he not have perfected it by signing and publishing ? Would he not have made some disposition of the remainder of his estate, and said something as to the mortgage due from the estate of his brother Jesse Cogbill P This memorandum was not intended as a will, but only a projet of a will. It is incomplete — a blank left for executors — and concludes abruptly with an &c. His calling it a will is immaterial. The case of Matthews v. Warner furnishes much stronger ground, and yet the will was held not to be valid.
It is perfectly clear, that both Cogbill and Ferguson were acquainted with the mode of perfecting a will. Knowing that the memorandum was void as to real estate, it is a
In Shepherd’s Touchstone, p. 408. there is a case which establishes the principle for which I contend. There a notary was directed by the testator, to write a will of his land to J. S. with a condition; and the notary wrote the will to J. S. but the testator died before he could write the condition ; and the whole will was held to be void.
The memorandum, in the case before us, was declared by the testator as the basis of a new will. The witness explicitly states that he did not consider it a codicil, but only a memorandum, to write a new will by. Cogbill repeatedly declared that he would not sign the draught of a will, until he had previously signed the release. As an evidence of the estimation in which he held these papers, the original will was put in a trunk in a place of safety, but the draught was thrown into a closet. Death, by accident, often gives validity to a paper incomplete in itself; but it never makes a paper absolute, when it was not so intended by the testator till a certain condition should be performed. He concluded by referring to Roberts on the Stat. of Frauds, 33r. 453.
The argument of Mr. Randolph is founded on the assumption of a position which is the main subject of controversy between us. , He says, that the testator never intended the memorandum as the identical paper which should be his will. Admitted: but on all questions of wills of personal estate, the only inquiry is, whether the testator ¡intended to dispose of his property in a particular way. It is unimportant whether he expressed that intention on any particular paper. It is admitted, too, that there are strong prejudices against any disposition of an estate without the solemnity of writing.
Much has been said to impeach the credibility of two of the witnesses ; but they are more important to the appellees than to ourselves. Suppose we had exhibited this paper, and proved the hand-writing of the testator, could there have been any doubt but it would have been established as a good codicil, as to the personal estate f All that was wanting was that internal evidence which the paper itself affords. Reject the testimony of those two witnesses, and the will is proved beyond a doubt: it is proved by the evidence of other witnesses.
But, it is said, the paper is incomplete in itself; there is, an et emtera at the conclusion! So there are in many sections of Littleton: yet the law has always been considered as fully stated by him.
The signature of the testator is only necessary in wills of real estate. It is remarkable that all the laws respecting wills oí personal estate are merely prohibitory. In no instance do they enlarge the rights of the parties; but leave them as they stood before.
It is asked why Ferguson took the papers from the house oí CogbilP. Why should he not? It was the house of a bachelor; none but negroes were about it, and persons interested in destroying the papers. But why give them to Archer ? For the same reason which induced him to take them; to preserve them. Mr. Archer was a respectable .man, and a friend of the testator. But why consult coun
But it is said to be strange that we should Contend that all those papers constitute one will! Why should we not ? If a man leave twenty testamentary papers relating to personal estate, all may be proved; and, as far as they are consistent, they shall stand.
In considering this question, I shall rely upon what has before been stated by Mr. Call, that the animus testandi is all that is necessary. I shall inquire, not whether the ttestator meant this particular paper to be his will, but whether he, having the animus testandi, meant this disposition of his property. This paper is merely an evidence of his intentions. “ Non jus esse in tabulis«”
A will or testament is defined by Sir William Blackstone to be, “ the legal declaration of a man’s intentions, which “ he wills to be performed after his death.” The form of the will is the mere effect of positive institutions. The true inquiry is, whether it be the declaration of a will. This brings us to the question, what solemnities are required by law. All the authorities shew that a declaration is sufficient as to personal estate, whether further formalities were required or not; for utile per inutile non vitiatur; that which is good in itself shall not be rendered invalid by the omission of a circumstance which is unnecessary.
The case in Richardson, 26. is cited in 7 Bac. Abr, 338, 339. Gwil. edit, and is an express authority in our favour. Dyer, and Godolphin, and Swinburne, are said to be old books of litde authority in Westminster-Hall; that the case in Dyer is confused; and that Godolphin and Swinburne copy from him. Dyer is a book of great authority; so much so, that it is quoted in almost every page of Ld. Coke. There is a
But the verbal directions respecting the outstanding debts, are not inserted in the will! What does this prove ? take it either way. It might be proyed now in the Court of Chesterfield. By affirming the decree of that Court, it does not preclude the parties interested from proving that fact. That disposition may well consist with the one made by the paper written by Ferguson.
But the testator intended some further formalities! and the omission of them, it is said, destroys the will. That is the very point upon which we are at issue. While we admit that he did; yet all the authorities are against the position contended for on the other side. Toller, page 3. and Roberts on Frauds, page 405. are cited and relied on. While it will readily be admitted that those are authors of great talents, yet no person will say that their mere opinions are authorities. Whatever doctrines are to be found on this point in .those writers are inferences and erroneous inferences from the authorities cited by them. The doctrine to be found in page 3. of the new edition of Toller, is not inserted in the first. Probably he copied it into the second edition, from Roberts; they both cite the same cases, all of which are referred to in Limbery v. Mason,
The case of Right v. Price,
The memorandum, it is understood, is alone to be considered before this Court; but we contend that the parties will not be barred from producing the draught to Chesterfield Court, hereafter, and proving it; and, as far as that shall be consistent with the memorandum, both shall stand. This is the most authentic paper, because it is the will of fohn Cogbill written with his own hand.
But we are told that we must resort to a Court of Equity to set up the lost will; that our Court of Probate has no jurisdiction, except under the act of Assembly, which speaks of the original will only; but it has jurisdiction of matters testamentary generally. Our Court of Chancery has no jurisdiction but under the act of Assembly; and that gives it jurisdiction in all matters of equity. So that both amount to the same thing. In the case of Bransby v. Keridge,
Here was a continuing intention on the part of Cogbill to dispose of his estate as expressed in this memorandum; which is a strong circumstance in our favour. The cases cited by Mr. Randolph of a non-continuing intention have no application.
Thursday, June 2. The Judges delivered their opinions,
John Cogbill made his will duly executed ; but on the death of T. N. Cogbill, one of his principal devisees and legatees therein, he gave that will, with a memorandum all written in his own hand, but without his name in any part of it, and without date, and concluding, in these words, “ lastly, I do nominate and appoint Capt. Charles Graves, Jlrmistead Hill, and ——-, executors of my last will,” &c. to James Ferguson to write a new will by, In this memorandum there is a razure, hy which it appears, that at the time of writing the memorandum, he had given all his outstanding debts with the residue of his estate to S, N, Cogbill, the daughter of T. H. Cogbill, in whose favour a similar bequest had been, made in his first will, Ferguson swears that this razure was made by Cogbill, before he received the memorandum from him, and that he verbally directed him, that the outstanding debts before bequeathed to Cogbill should go to Armistead Hill, He likewise swore (as I understood him) that he prepared a will agreeably to CogbilPs instructions, that-is to say, comprising all the legacies contained in the first will, (except the one to T. N. Cogbill, who was now dead,) those in the written memorandum prepared in CogbilPs own hand-Writing, and the verbal directions respecting the outstanding debts, of which he says he took a memorandum in writing, in CogbilPs presence, That he deliver*
This cause has been very elaborately argued on both sides, and the reasons both for and against the judgment, of the District Court are so strong, that I have found myself at a loss to decide which ought to preponderate. That this memorandum wholly written by the deceased in his deliberate moments, is an evidence of his intention to dispose of his estate, in the manner therein mentioned, cannot be doubted. But that it does not amount to such evidence as the law requires to effectuate the testator’s intention is fully manifest from this circumstance, that although it expresses an intention to dispose of the lands therein mentioned, yet not being signed by him, it does not furnish that conclusive evidence of such intention which the law will not dispense with. But it is said, though not effectual as a devise of lands, it is perfect and complete as a will of personal property. I am not altogether certain of that; being without name, or date, and in part erased, and even unfinished, it could not be established without the aid of parol testimony, not only as to the hand-writing, but as to the subject of which it speaks. Suppose, for example, tire testator had not any slaves of the same names with those mentioned in this paper; if this were proved to the Court, would they consider it as his will, or that of some other person for whom he had been requested to prepare one. Parol testimony and circuArstances must be resorted to, to satisfy the mind of a Court, that a paper in this form is the last will and testament of any person whatsoever; even of him, in whose hand-writing it is found. If then the paper •needs .the aid of parol testimony and circumstances to sup
Upon the whole, I am of opinion that the paper now before the Court was not prepared or intended by Mr. Cog-bill as a will, of itself, or as a codicil to his former will; nor was it delivered by him' to Ferguson to keep, as either the one or the other: consequently that it never received from him any authentic character, which might in any event denominate it a testamentary paper, and that the judgment of the District Court be affirmed. In dissenting from the opinions of the majority of the Court, I. feel that degree of distrust of my own, which nothing but a sense of duty could overcome.
On the 9th of November, 1805, John Cogbill made his last will and testament, duly executed before six witnesses. He therein gives to Sally Hill, daughter of his brother Jesse Cogbill, seven negroes, some horses and cattle, and a bed and furniture. He gives to. his nephew Thomas Nelson Cogbill, son of his brother Jesse Cogbill, the plantation on which he lived, 15 negroes, 5 horses, 23 cattle, 10 sheep, all his stock of hogs, household and kitchen furniture, (except the bed given to Sally Hill,) plantation utensils, all his outstanding debts, and all the remainder of his estate both real and personal; his said nephew paying all his just debts. In the event of his said.
Thomas N. Cogbill having died some time after, and the dispositions to him being, of course, at an end, the testator contemplated a change in his will. His intentions on this subject were stated orally to, and committed to writing by, Ferguson, upon a paper now produced, with a view of consulting Mr. Gregory, (a lawyer,) touching the legality-of the limitations therein contained. The paper is very rough and imperfect; but the disposition purported therein is in substance as follows. He lends to Sally Cogbill, widow of Thomas N. Cogbill, the plantation, negroes, stock, furniture, and plantation utensils before given to Thomas N. Cogbill, during her widowhood, and “ after the death” of Sally Cogbill, widow, &c. he gives to her daughter, Sally N. Cogbill, the interests aforesaid. He gives to Sally Hill, 7 negroes, 2 horses, all his outstanding debts, except the deed of trust of his brother Jesse Cogbill, and the remainder of his cattle. He also gives her, in case she has a living heir, one half of the trust deed aforesaid, and the other half thereof to Sally N. Cogbill, his grand-niece, with proviso that she shall also have the other half, in the event of Sally Hill’s dying without living issue ; and, in case of Sally N. Cogbill’s death without lawful issue, then her mother to have the whole, and Armistead Hill to pay his debts, out of the legacy given to his wife. Charles Graves., Sally Cogbill; and Armistead Hill, are named, in this paper, as his executors.
On this paper is an indorsement, by Ferguson, (at what time made is not particularly shewn,) that a release was to be prepared in favour of Jesse Cogbil’s heirs, for the
After the writing of this paper, and about 7 or 8 months before the death of the testator, he delivered to Ferguson, his will of November, 1805 aforesaid, and the memorandum or paper which is now in question to write a will by.
That memorandum, die subject of the present controversy, is without date or signature, but is wholly in the hand-writing of the testator, and sensibly and fairly written, except as to an obliteration hereafter more particularly noticed.
In it he lends to Sally Cogbill., as long as she remains Thomas Nelson CogbilPs widow, the plantation, negroes, stock, furniture, and plantation utensils, before given to him. He then gives to Sally Nelson Cogbill, (the daughter of Thomas Nelson Cogbill and Sally Cogbill,) and her heirs and assigns forever, (and in case of her dying without issue of' her body, lawfully begotten,) to her mother and Sally Hill, equally to be divided, all the interests afore-’ said. In the draught of this paper, after the specification of those interests, diese words, “ together with all my out- “ standing debts, and all and every remainder of my estate, “ both real and personal, of every kind whatsoever,” had been added and obliterated, by drawing a pen through them. Two expletory words, entirely unimportant to the sense, were also interlined by Ferguson, with the assent of John Cogbill, and afterwards erased by Ferguson, for sonic reason which cannot affect the question now before us. The conclusion of this paper is in these words : “ Lastly, “ I do nominate Capt. Charles Graves, Armistead Hill, and “--, executors to this my last will,” &c.
It is evident that tha first paper, written by Ferguson, as aforesaid, was intended as a rough sketch of the whole will of the testator, comprehending the codicil made necessary by Thomas Nelson CogbilPs death; and that the last paper, (the one now in question,) was merely intended as a supplement to the will; by which, together with the ori
I have deemed it proper to state, thus particularly, the general contents of these several papers, to shew that Sally Hill and Thomas Nelson Cogbill, and, after Thomas Nelson CogbilPs death, his wife and daughter, were always the principal objects of the testator’s bounty; and that whatever fluctuations arose in his mind, after the death of Thomas Nelson Cogbill, respecting the outstanding debts, and principally the important debt due from his brother Jesse Cog-bill, it was his uniform intention, not only to continue to the daughter of Thomas Nelson Cogbill, the general provision intended for her father, but also to give that debt, in some shape, to these the objects of his preference: to speak more particularly, it was his intention at the time of giving the oral instructions to Ferguson, (which were by him reduced to writing, as aforesaid,) to give all his outstanding debts, and a moiety of the trust-deed debt, to his niece Sally Hill, her husband paying all his debts; and the other moiety of the trust-debt, aforesaid, to his grand niece Sally Nelson Cogbill, (the daughter of Thomas Nelson Cogbill,) with remainder over, &c. This intention, (as far as it relates to that trust debt,) was not abandoned by him up to the time of his death, as appears by the testimony in the cause; but he intended to effectuate it in another form, viz. by a release : his intention as to his other outstanding debts, (which were probably not considerable,) was indeed not kept up in the paper or memorandum now in question, nor is it proved that they were then intended to be bequeathed to any person.
When we consider the changes which, from a variety of causes, generally take place in the minds of testators, respecting the disposal of their estates, up to the time of their deaths, it will rather excite admiration that the intentions of this testator were so steadily retained for a long course of time, than that, in this trivial particular, they were altered: and it is certainly a strong circumstance, in
In the present case the complaint is, not that the testator meant (by signing a release) to vary the disposition of his estate made by this paper, as far as it goes, with reference to his uniformly avowed intention; but that he did not also bequeath away a further interest, which he had certainly before intended to give to the present appellants ; that he did not execute another codicil, which he intended to execute in the form of a release, disposing of an interest omitted to be bequeathed in this, and which, from the testimony, he certainly intended for the appellants; and that, whereas he had before intended to bequeath to ihe?n the residue of his outstanding debts, he had changed his intention in relation thereto in favour of the appellees, by (quoad hoc) dying intestate. These are complaints which come with a very ill grace from the appellees : the appellants, on the other hand, may justly claim that the will of the testator may be permitted to operate as far as it is perfected, while they have cause to regret, that for want of a due execution of the paper in question, (or its counterpart, the will prepared by Ferguson,) according to our statute, they have lost the land certainly intended for them, as also the trust debt in question, for want of the intended execution of the release in their fayour, as aforesaid.
In determining the character of the paper in question, it will be necessary to have a very particular reference to the whole context and phraseology thereof. It will be found to be a very well-drawn codicil, with perhaps more form than is usual, and was even competent to have passed the lands thereby devised, had it been duly signed and published by the testator. It is of no importance that it wants a preamble, or has a blank left for the name of an executor. This last circumstance probably arose from the testator’s
This paper, thus adequate per se, at the time, to pass the personal estate, as a codicil, and wanting only a signature to become competent to pass the land; this paper, containing the final settlement of the testator’s mind, touching the disposition of the interests therein devised and bequeathed; thus corrected by the obliteration aforesaid, respecting the outstanding debts, the most important part whereof, it is proved, (and thus the obliteration is well accounted for,) he meant to bequeath to the same legatees fey a subsequent release or codicil; this paper, which the testator erroneously supposed, or supposed through abundant caution, wanted form, was delivered to his friend Ferguson to receive that form, from his pen. It would have been a happy circumstance, (so far as it is desirable that the will of testators respecting the disposition of their property, should, unhesitatingly, be suffered to take effect; so far as it is highly to be desired that litigation should be prevented and avoided,) if* instead of this unnecessaiy
This paper was delivered to Ferguson, together with the executed will of November, 180S; thereby appreciating the character of the former paper by the dignity of the latter. The two papers were delivered to Ferguson to “ draw a “ will byor, in other words, to throw the whole into what was deemed by him a proper form; and the paper-now in question was written by the testator, (who had applied to Ferguson to write his will for him,) in consequence of Ferguson’s telling him it would be best, in order to prevent mistakes, “ to put his wishes upon the subject “ into writing.” The paper was not, therefore, a mere plan ox projet of a will, depending upon the unsettled will or caprice of the writer, but contained his deliberate and settled intention respecting the disposition of his estate. It was not thrown aside, (as was the case of the paper in question in Warner and Matthews, a case to be more particularly noticed hereafter,) among useless and ordinary papers, but was delivered to his most confidential friend, together with another (perhaps his most important) paper, for the purpose of being cast into form ; and although the very paper now in question was permitted by the testator to be retained by this friend, after the draught of the will was rendered to him by Ferguson, (undoubtedly because he expected, that, by executing the draught, the original would become of no consequence,) yet his appreciation of that original may be estimated by his appreciation of its counterpart, which he deposited in, perhaps, one of the most secure places he possessed. It is certain that, on this ground, as well as on that of its final character, (as far as it goes,) this paper will stand a very advantageous comparison with the cases of notes for wills, with which the books abound; as will be, hereafter, more particularly noticed.
I will now have a more particular reference to a few authorities touching the question before us.
This paper, or codicil, as relative to the disposal of lands, is justly abandoned by the counsel for the appellants. A will of lands is different from a will of personal estate : it must be executed according to the directions of the statute, being considered as a statutory mode of conveyance.
A testament of personal goods, however, is said to stand upon a different foundation. A testament is defined to be, “ the legal declaration of a party’s intentions, which he “ wills to be performed after his death.”
The decisions upon this subject inform us, that a testament, though not signed by the testator, and although written by another person, if according to his directions and approved by him, is binding, and this although no witnesses are present at its publication.
With respect to the draughted will, now lost, but which is proved to have been totidem verbis, with the codicil in question, that paper is proved also to have received the sanction of the testator. In sanctioning that paper, if precisely agreeing with this, the testator also sanctioned this paper, as and for his will and testament; and, e converso, the reception of this will equally sanction that, if it shall ever be produced, and were in fact, as it is described to have been, by the witnesses.' The codicil now before us, standing by itself, is amply sufficient, and is no how impugned but by the testimony of witnesses: but that testimony must be taken altogether: and so taken, that will, as now understood, was no revocation of this codicil j but only a duplicate or republication of it. I shall presently have occasion to cite some authorities which establish this position beyond all controversy. But that will is not now before us, sitting as a Court of Probate; and however admissible it may be to receive testimony respecting its con
Referring, particularly, to the cases cited in the argument in which notes for wills have been established, and in which this objection respecting identity certainly existed, and did not prevail; I will briefly cite a few authorities on the subject.
In 7 Bac. Abr. 338. it is held, that where A. being ill desired B. to make her will, who wrote down only names and initial letters to this effect, viz. “ To Tho. West, 200l. “ to Jo. Dev. 100l, to Rob. Cro. 50l.” &c. which being more than her estate amounted to, B. made an alteration in the second column, by subtracting parts of the sums bequeathed, and then told A. the sense of the proposed devises, and A. was heard to declare that “ all was well,” thereby indicating her satisfaction therewith; B. went to a scrivener to have the devises drawn out at length, and in form, and, before he returned, the testatrix died; the Judge below pronounced in favour of this will; but, upon appeal to the delegates, the decision was reversed. It was reversed, however, only on the ground, that the bequests not being written at length, the will was not substantive in itself, but to take its sense from the interpretation of the witnesses ; that it was, in effect, a nuncupative will, and, as such, not having the requisite number of witnesses, was void. The ground of this reversal proves the truth of the doctrine I contend for. If the imperfect notes for a will in this case had been written at length so as to obviate the objection of
In the case of Habberfield v. Browning, cited in 4 Vesey, jun. 200. and also in Roberts on Frauds, p. 451. where a woman having considerable real and personal paoperty, wrote a very ignorant letter to her attorney, giving him an account how she would dispose of her estate, and added, “ Please not to put this rigmaroll in till I send it correct; “ this only by way of memorandum, in case I should go off “ suddenlyshe lived three or four months after, but took no further steps relating thereto: the Court of Delegates reversed the sentence of Sir George Hay, rejecting this will, and established it. It was established, although it was objected that this was only a conditional paper, depend* ing on the testatrix’s “ going off suddenly,” and although a change of intention might be inferable, (and was not rebutted by counter-testimony,) from the lapse of time between the writing of the letter and the death of the writer.
If not bound down by the established law on this subject, I might myself perhaps have boggled a little at these decisions: but I do not find that they have been overruled; and they certainly very far outgo the case at bar; not only in dispensing with form, but' in admitting to probate as wills, writings far less final and perfect than the paper before us.
I infer, therefore, incontestably, that there may be a “ legal declaration of a person’s intentions respecting what “ he wills to be performed touching the disposition of his “ goods after his death,” notwithstanding the paper containing such declaration was neither written by himself, nor is the very paper he intended in future to execute or adopt as his will, and which he would probably have executed, had not a premature death prevented. All that is requisite is, (and, here, the maxim, “ non jus esse in tabulis,” seems
The case of Matthews v. Warner, 4 Ves. 187. has been relied upon, in opposition to the probate of this paper. In that case, the paper in question was indorsed and entitled} a “ plan for a- willwhence might be inferred that it was a mere projet; it was not delivered to any friend or scrivener, to be cast into form ; but, on the contrary, was kept by the writer, unpublished as his will, for more than five years, whence a change of intention was inferable; such change was also actually shewn to have taken place? not only by the existence of a posterior unfinished and repugnant will, made four years after, but by very many cfeclarations of the testator; and indeed the deplorable state of insanity, into which one of the principal legatees had fallen, (who was also very opulent,) made it highly improper, (and it was often so declared by the testator,) that the first will should remain in force. Besides; this will was found loose in his office, among many unimportant and official papers, whereas the unfinished will was found in his private bureau. Under these circumstances, it seems to me, I confess, highly improper, that that paper should have been established: and yet it was established, (on appeal,) by the delegates ; thus manifesting, in a remarkable degree, (and that at a modern period, (in 1798,) the overruling liberality of the English Courts, in favour of testamentary dispositions of chattels. It is true a commission of review was granted, as to this decision; but I am not informed, by the books, what ultimately became of the case. It is true also, that the Chancellor, in giving his opinion for granting the commission of review, delivered sentiments rather less liberal touching the subject, than those which had prevailed in the Court of Delegates. Every thing he said, however, is to be referred to the actual case depending before him; and the principal grounds of his dissent from the judgment in question were, the place where the
Roberts on Frauds has been cited to shew that greater strictness is now required in relation to informal wills, than formerly. I am not acquainted with the merit of this work, but will join issue in recurring to his authority. In p. 453. he says, (as his opinion of the modern doctrine on this subject,) “ that it is not every scrap of paper that a man “ writes in contemplation of death that will be received as “ testamentary, but it must appear, (and that from the paper “ itself and not from extrinsic evidence,) that the writer “ intended it to operate as it stood, when written, without “ contemplating any further act to be done to give it per- “ fection and full authenticity; and this intention every “ such paper, if it contains dispositions of personal estate, “ prospectively to the decease of the party, will be held to “ import, unless by its mode of expression or manner of “ execution, it discloses a suspended intention in the party “ framing it.”
Applying this doctrine to the case in hand, the paper before us is in itself complete as to the interests thereby embraced ; and it is only by extrinsic evidence that it is shewn, not that the testator meant to vary his dispositions of these Interests, but that he intended to dispose also of other and additional interests.
In 9 Ves. 244. Coles v. Trecothick, although the point came only collaterally before the Court, the doctrine is also recognized, that, to sustain the objection of the incompleteness of a will, it must appear upon the face of the will that something more was intended to be done.
With respect to the distinction between a will unfinished •as to a particular disposition, and one finished as to such
The same writer says, (p. 522.) that, where a draught of a will is found in the testator’s hand-writing, though not signed nor delivered before witnesses, if it seems perfect, AS IF IT DOES NOT BREAK OFF IN THE MIDDLE OF A SENTENCE, &c. and if it is found among papers of value, &c. (and, I presume, where delivered to a confidential friend,) by these circumstances the paper seems to be rather a testament than a draught only. This doctrine applies fully to the case before us; except as to the identity of the paper; a circumstance believed to have been already shewn to be entirely unimportant.
With respect to the draught of the will, now stated to be lost, I decide nothing. As to the case before us, that paper is entirely in nubibus. Whenever it, or any other will or codicil, (even the rough copy of the release intended to be executed,) shall be legally set up, or exhibited for probate, the proper tribunal will determine upon its effect and validity. All I need say at present respecting it, (and in this I am justified by the testimony delivered in this case,) is, that if it differs not from the paper in question, it is no revocation of it, but merely a duplicate or republication ; and therefore shall not obstruct its probate. And this also is the case, if it were, even proved to be different,
I have thus considered this case, as it were, in a double aspect: 1st. Upon the idea that the draught of the will.,
I conclude by expressing it as my opinion, that the judgment of the District Court ought to be reversed, and that of the County Court affirmed.
The sole question before the Court is, whether the paper in the hand-writing of John Cogbill, which was by the County Court of Chesterfield., admitted, and ordered to be recorded, as a codicil., to his will, and rejected by the District Court of Richmond, ought now to be established as such.
In considering this question it may not be amiss to take a short retrospective view of the situation, circumstances and connexions of the testator, previous to the time of his writing the paper in controversy.
It appears, that being possessed of a considerable estate, both real and personal, and having neither wife nor child, but several nephews and nieces, descendants of his brothers, Jesse Cogbill, and George Cogbill, he, on the 9th of November, 1805, duly made and published his last will and testament, written with his own hand, which has been admitted to record, and is now before this Court : in which will he manifested a great partiality for the children of his deceased brother Jesse Cogbill, by giving them the whole of his estate, chargeable only with the payment of his debts. A few months after the date of this will, his
Upon this unfortunate event in the family, the testator thought it expedient to make another will; and for that purpose, gave verbal instructions to his friend James Ferguson, (whom he requested to write the will) with respect to the alterations to be made, in consequence of the death of his favourite nephew ; which instructions Ferguson, in the course of his testimony, said he immediately committed to writing; which writing was produced by him on his second examination, and is now in Court, with an indorsement on the back of it, “ to prepare a rc- “ lease from John Cogbill to the heirs of Jesse Cogbill, for a the amount of the within deed of trust, and in the will to “ be written, omit the whole clause respecting the deed “ trust. Ask Mr. Gregory in what manner the said release “ ought to be made.”
This memorandum is supposed to have been taken from one on the back of a deed of trust (in the course of the evidence called a mortgage) from Jesse Cogbill, to secure a debt due from him to the testator. Some time after Ferguson had committed to writing the oral instructions of John Cogbill (but how long after does not appear) the latter (about seven or eight months before his death) put into the hands of Ferguson his will, executed before the death of Thomas N. Cogbill, together with the paper, now the subject of controversy ; and requested him to prepare a will from the two papers ; which Ferguson says he accordingly did, and presented it to the testator, who after twice reading, approved of it, but postponed publishing it as his will, until he should execute a release, to exonerate the estate of his deceased brother, Jesse Cogbill, from the effect of the said mortgage, or deed of trust..
This part of the evidence is corroborated by the testimony of Edward Archer ; but it seems that the writing s*
Those two men, Charles Graves, and Armistead Hill, are executors named in the will that has been admitted to re- '
It is laid down in 2 Blackstone’s Commentaries, 501, 2. that a testament of chattels, written in the testator’s own hand, though it has neither his name nor seal to it, nor witnesses present at its publication, is good, provided sufficient proof can be had that it is his hand-writing ; and though written in another man’s hand, and never signed by the testator, yet if proved to be according to his instructions and approved by him, it hath been held a good testament of the personal estate.
A written will when it is written with the testator’s own hand proves itself, and therefore needs not the help of witnesses to prove it ; for if a man’s will be found written fair and perfect with his own hand, after his death, although it be not subscribed with his name or sealed with his seal, or have any witnesses to it, if it be known or can be proved to be his hand, it is held to be a good testament, and a sufficient proof of itself. 5 Bac. Abr. 518. and Swinburne, part 4. sect. 28. and part 7. sect. 13. cited. But since the stat. of the 29th of Charles II. and our act of Assembly, it would be good only as to personal estate.
From these authorities, and many more that might be cited, and from the peculiar circumstances of the case before us, I have no doubt but the paper in question, standing on its own authenticity, without the aid of oral testimony, is sufficient as a codicil to pass all the personal estate' it embraces.
Having shewn, I conceive, that this paper, standing aloné is of sufficient efficacy, as a codicil, to pass the personal estate therein mentioned ; let us see whether there has been any evidence adduced to destroy or impair its validity.
Thé only witnesses examined in this Court (except those to prove the hand-writing of the testator) were James
There appears in the paper in question, an erasure of several lines, which the witness said was done by the testator himself: the words erased, or attempted to have been erased, however, still remain legible, and are as follow : “ together with all my outstanding debts, and all “ and every remainder of my estate, both real and personal “ of every kind whatsoever.” Although those words still appear legible, they are so far erased as to convince ms that the testator intended to strike them out of the pap er.
The witness also said, that after the papers were delivered to him, he interlined, or added two words, to make a sentence more perfect and grammatical ; but that he had since the death of the testator, erased those words so inter - lined or added ; and that the paper now remains precisely as it was, when delivered to him by the testator ; and that in writing the will approved of, but not published by the testator, he inserted the words, verbatim, as they now stand on the paper in controversy. That he had, at the request of the testator, written a release of the mortgage, which he shewed him ; he approved of it and desired him to copy it, which he did, and the testator sent to him for it. That he was at John Cogbill's when he was dying, took possession of the papers, and delivered them to Edward Archer, from whom he again received them and delivered them to Archibald AFCrae, as counsel for the appellants, who exhibited them in Chesterfield Court.
The testimony of Edward Archer is the same in substance as that of Ferguson, so far as it i-espects the testator’s approving the will that had beeñ written by the latter, and his postponing the publishing it, until after the release- should have been executed ; and also with respfect to what happened at the testator’s house, about the time of his death ; and the putting the will and other papers into the hands of Mr. M‘Crae ; who says that he received them as counsel for the appellants, from the hands of Mr. Ferguson, and exhibited them to the County Court of Chesterfield; but what became of the paper, prepared by Ferguson as the will of the testator, does not appear from any of the-testimony.
That paper being lost then, and it being in evidence that it was written in the very words of the paper iri controversy, as it now appears before the Court, and as when delivered to Ferguson by the testator, who approved of the draft taken from it, word for word ; and postponed executing it only on account of a release of thé mortgage not having been signed, it seems to me that the paper now before us ought to be admitted as a codicil to the testator’s will ; because it was deliberately prepared by himself, and written wholly with his own hand : But great stress was laid in the argumént, on the circumstance of Ferguson’s having received á message from the testator, a few days before his death, to write a codicil to his will. To this objection a sufficient answer may be given from Swinburne, 519, 20. where it is laid down that, although there may be imperfection of will respecting the whole testament, because the testator cannot finish the whole according to his
If this reasoning be sound, on general principles, how much more forcibly does it apply in the present case, where the whole of the paper appears in the testator’s own handwriting. I am of opinion, upon the whole, that the judgment of the District Court ia erroneous, and ought to he reversed, and that of the County Court affirmed.
By a majority of the Court, the judgment of the District Court was reversed, and that of the County Court affirmed ; whereby the memorandum was established as a good codicil of personal estate.
2 Bl. Com. 501.
Ib. 499.
See Cowp. 90. Harwood v. Goodright.
2 Bl. Com. 501.
Cowp. 132. Heylin v. Herlin.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.