Clark v. Hugo
Clark v. Hugo
Opinion of the Court
delivered the opinion of the court.
This is the sequel to Hugo v. Clark, 125 Va. 126, 99 S. E. 521. The question is whether a certain paper dated December 27, 1916, is the true last will and testament of Cyrus Warden, deceased. After the case was here before, it was twice tried in the circuit court. The first trial resulted in a verdict for the will. The court set this verdict aside, and at the next trial there was a verdict against the will, upon which the judgment now under review was entered.
The paper in question purported to bequeath and devise all of Warden’s property to Eva Catherine Clark, the proponent and contestee below and the plaintiff in error here. It is admitted that the paper was duly executed and published as a will, and that it became and was the true last will and testament of Cyrus Warden from its date until a certain day in March, 1917, on which latter day the contestants claim that it was revoked by a subsequent inconsistent will. If this contention is sound, the contestants, who are Warden’s heirs and distributees, will take the estate, because
The March will was prepared by the direction of Warden, was signed by him and acknowledged as his will before two attesting witnesses. It is conceded to have been upon its face, and in the form of its execution and acknowledgment, strictly in conformity with the requirements of the law with respect to a valid will. But the contention is made, on behalf of Mrs. Clark, that the paper was not in fact executed by Warden with the requisite testamentary intent ; that he did not intend it unconditionally as a will, either at the time he signed and acknowledged it, or at any time prior to its voluntary destruction by him; and that, therefore, it never did become, in legal contemplation, his will.
The contestants having shown that the March will was regular in form as to its execution and acknowledgment, "the contestee, to rebut the presumption of an animus testakdi which would thus arise, relies chiefly upon the testimony of Mr. Ivor A. Page, the lawyer who drew the paper. Mr. Page was the only person (save the attesting witnesses) to whom Warden ever spoke about this will, and the only person with whom he ever discussed its legal effect as a testamentary document: He was called as a witness by the contestants,' and on direct examination, after having stated that the circumstances surrounding the preparation and execution of the paper were more peculiar than those relating to any will or paper he had ever drawn, further testified
“Q. Mr. Warden told you Judge Ackiss had drawn a will for him?
“A. Absolutely, he told me he had Judge Ackiss prepare a will.
“Q. And the paper he asked you to prepare he told you might or might not be his will ?
“A. He did that.
“Q. He acknowledged it with that statement fresh in your mind?
“A. Yes sir.
“Q. He acknowledged it, in the fact of those other facts, that it might or might not be his will?
“A. Yes.
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“Q. It was acknowledged with you knowing that it might or might not be his will ?
“Q. Absolutely. He told me it might not. He told me the reason.
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“Q. Did he tell you the will would be effective under certain conditions?
“A. Yes sir.
*105 “Q. And would not be effective except under certain conditions?
“A. Yes sir.
“Q. So there was no intention to revoke that will except in the event of the happening of this event?
“A. That is what he told me. He said: ‘This may or may not be my will. If this happens it will be, and if it don’t it won’t.’ ”
The March will was prepared just one month before Warden died. Three or four days before he died he was in the office of Judge Ackiss and asked the latter this question: “Are you sure that will that you prepared will stand?” and was assured by Judge Ackiss, in reply, that the paper then inquired about, which was the December will, would stand It satisfactorily appears that what Warden had in mind at the time of this inquiry was a possible contest of the December will by his heirs. The December will prepared by Judge Ackiss was delivered to him by Warden for safekeeping, was in his possession at the time of the above conversation, and remained with him until the testator’s death.
It may be added, merely to explain what otherwise might appear as an omission or oversight in the recital of the testimony, that while Mr. Page said he “told me the reason,” Warden did not in fact ever explain his reason for wanting to prepare a paper which he might thereafter adopt as his will. It does appear in the evidence that Warden was much attached to Mrs. Clark, a daughter of one of his former friends, lived with her for some time, and died at her home; and it further appears that he was not on good terms with his next of kin.
The question involved in this case becomes at last a very narrow one, but it is not free from difficulty. Did Cyrus Warden ever have a second will? Or, to put it differently, was the so-called March will a testamentary document in such a legal sense as that it can bé treated as a will sub
In Early v. Arnold, 119 Va. 500, at page 502, 89 S. E. 900, at p. 901, Judge Harrison, delivering the opinion of the court, said: “It is true that no particular language or form is necessary to constitute a valid will, and that the surrounding circumstances are admissible to explain, in a proper cáse, the intention of the testator; but one may execute a paper with every formality known to the law and by it devise all his property, but unless he intends that very paper to take effect as a will, it is no will.”
In 40 Cyc., p. 1077, it is said: “Animus testandi is essential to the validity of a will; therefore in order to render a document operative as a will it must have been intended to
In Boofter v. Rogers, 9 Gill (Md.) 44, 53, 52 Am. Dec. 680, 683, this language is used in the opinion: “In order to make a paper the last will and testament of a deceased person, at the time it is written, it must appear that such person possessed the animus testandi at that time. A paper, although not a last will and testament at the time it is written, may be made such afterwards by adoption.”
In 2 Schouler on Wills, 5th Ed., sec. 278, the author says: “Wills, to be valid, require of course the genuine animus testandi; to the extent, at least, of intending a disposition whose legal effect the court may safely pronounce testamentary. The mind should act freely and understandingly to this intent; and therefore it may be shown in evidence to vitiate an alleged will, not only that it was the offspring of an unsound mind, of essential error, or of coercion, but that it was written in jest, or without any idea of making an operative will. Such jests, however, are unsafe ones; and parol evidence tending to prove that a paper expressed and executed with all solemn formalities as a will was not so intended, or was only to operate under certain reservations not expressed on its face, is very little encouraged by authority.”
In Fleming v. Morrison, 107 Mass. 120, 72 N. E. 499, 105 Am. St. Rep. 386, it was held that although the instrument purports to be a will and to be signed by the testator and attested and subscribed by all necessary witnesses, it may be proved to be not -of a testamentary character by evidence that the testator told the witness before whom he first acknowledged it before they parted that the instrument was a fake will made for a purpose.
In a note to In re Kennedy, 159 Mich. 548, 124 N. W. 516, 28 L. R. A. (N. S.) 417, 134 Am. St. Rep. 746, found in 18 Ann. Cas. at page 892, it is said: “The weight of authority
“The momentous consequences of permitting parol evidence thus to outweigh the sanction of a solemn act are obvious. It has a tendency to place all wills at the mercy of a parol story that the testator did not mean what he said. On the other hand, if the fact is plainly and conclusively made out that the paper which appears to be the record of a testamentary act was in reality the offspring of a jest, or the result of a contrivance to effect some collateral object, and never seriously intended as a disposition of property, it is not reasonable that the court should turn it into an effective instrument. And such, no doubt, is the law. There must be the animus testandi.” Sir J. P. Wilde in Lister v. Smith, cited supra.
“Generally the animus testandi is the natural and primary inference from the act of signing and formal publication; but this inference may be weakened or destroyed by any attending circumstances of sufficient force, by evidence of the weakness or incapacity of the testator to do, or of the want of intention actually to do, what he seems to do by that act. This is not admitting parol evidence to vary the-will, but to ascertain whether it is really the will of the decedent.” Davis v. Rogers, 1 Houst. (Del.) 44.
This is not a case in which we are permitting parol evidence to vary or contradict the terms of a written instrument, It is somewhat analogous to the case of Whitaker & Fowle v. Lane, 128 Va. 317, 104 S. E. 252, 10 A. L. R. 1157, in which we held that it was not a violation of the rule against parol evidence to permit such evidence for the purpose of showing that a sealed instrument, absolute on its face, was delivered to the grantee or obligee on an oral condition precedent to its effectiveness.
Counsel for the contestants quote and rely upon the following from the case of Cody v. Conley, 27 Gratt. (68 Va:)
But in Cody v. Conly there was no question oí a testamentary intent. The question there was as to a conditional operation of a testamentary document. The difference is narrow but substantial. In the Cody Case there was admittedly a testamentary act, while in the case at bar the testamentary character of the paper is distinctly challenged.
The case of Sewell v. Slingluff, 57 Md. 537, appears to be at variance with the conclusion which we have reached as to the law of the ease; but there is this in the opinion which supports our view, and which appears to us' to be in conflict with much that is said in the opinion in that case: “There are three essential requisites for every good and valid will; and these requisites áre, perfect testamentary capacity, the intention to dispose of property in the event of death and the form required by the statute. One of these requisites for every perfect will — the intention to dispose of property in the event of death — is what the law terms the animus testandi, and is thus defined in 2 Shepherd Touch., 204; ‘The second thing required to the making of a good testament is that he that doth make it, have at the time of making it animus testandi, i. e., a mind to dispose, a firm and advised determination to make a testament; otherwise, the testament will be void.’ And he then goes on to say that if a man jestingly, and not seriously, writes or says that such a one shall have his goods, this is no will.”
It is insisted that the first verdict ought to be set aside for error in the instructions, and for error in allowing certain evidence over the objection of the contestants. We cannot accede to this view. The instructions were substantially in accord with the views herein expressed. It is true that two instructions offered by the contestants, and substantially right in themselves, were refused, but the principles announced therein were amply covered by others given in their behalf by the court. It is also true that two other instructions asked for by the contestants were refused as asked, and given in modified form, but the modifications were in accord with the views which we have expressed in this opinion.
Upon the whole case, we are of opinion that the court erred in setting aside the verdict at the first trial, and we shall accordingly enter up a judgment thereon in favor of the contestee.
Reversed.
Reference
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- 1, Appeal and Error — Successive Trials — Section 3484, Code of 1904; Sections 6251, 6363, Code of 1919. — Section 6363 of the Code of 1919 omits the provision contained in that section as it formerly stood (Code of 1904, section 3484), to the effect that when there have been two trials in the lower court, the appellate court shall look first to the evidence and proceedings on the first trial. But this omission was due to the fact that under the provisions of section 6251 of the Code of 1919, if a verdict is set aside because contrary to the evidence or without evidence to support it, the trial court will usually enter final judgment without a new trial, and it was deemed unnecessary to retain the old rule, because in future two trials upon the evidence would not ordinarily occur. It is manifest that the revisors had no, purpose of cutting off any rights which parties might have become entitled to under the former practice. 2. Appeal and Error — Successive Trials — Section 3484, Code of 1904; Sections 6251, 6363, Code of 1919 — Case at Bar. — In the instant case, a will contest, the first trial was had before the Code of 1919 went into effect, so that the trial court, under the practice then prevailing, upon setting aside the verdict, could not enter a final judgment for either party. The result was that the contestee, who won under the first verdict and' lost under the second, was in the appellate court upon two exceptions, the first to the action of the court in granting the contestants a new trial, and the second, to its action in refusing her motion to set aside the second verdict and enter final judgment in her favor. Held: That the action of the court in setting aside the first verdict could be inquired into by the Supreme Court of Appeals, notwithstanding the omission of section 6363 of the Code of 1919 of the provision contained in section 3484 of the Code of 1904 that the appellate court should look first to the evidence and proceedings on the first trial. 3. Wills — Revocation—Revival.—A will is revoked by a subsequent inconsistent will; and after such revocation the destruction of the latter will does not have the effect of reviving the former, even though the testator so intends. 4 Wills — Testamentary Intent — Necessity.—Testamentary intent is essential to the validity of a will, and the mere fact of the formal signature and acknowledgment of an instrument, though strictly in accord with the requirements of the statute of wills, is not conclusive upon this question of testamentary intent. One may execute a paper with every formality known to the law, but unless he intends that very paper to take effect as a will, it is no will. 5. Wills — Parol Evidence — Intent — Conditions. — Evidence is admissible to show that an instrument, on the face of it testamentary, was not written animo testandi, this is not permitting parol evidence to vary or contradict the terms of a written instrument; but evidence is not admissible to show that the operation of a will, absolute in its terms, depends upon conditions. 6. Wills — Parol Evidence — Intent — Conditions — Case at Bar. — In the instant case testator in March executed and acknowledged a paper strictly in conformity with the statute of wills. At the time of its execution he told the lawyer who drew it that the paper might or might not be his will, and that another lawyer had drawn a will for him in the preceding December. This March paper was destroyed by the testator. It was prepared just one month before the testator died. A few days before he died testator went to the office of the lawyer who had drawn the December will and asked him if he was sure o that that will would stand, and was assured that it would stand. Held: That the evidence clearly tended to show that the so-called March will at all times lacked the essential animus testandi. 7. Wills — Evidence — Admissibility. — Where the question was whether a certain paper ever in fact became a will, evidence of a lawyer who had drawn a former will, that a few days before testator’s death he inquired of him whether such former will would stand, is admissible. 8. Courts — Decisions — Individual Right — Conflict Between Individual Right and Legal Principles. — Courts cannot always have the satisfaction of feeling that decisions arrived at by them have reached the right of the individual case, because they must have due regard for the legal proverb that hard cases make bad law, but they must never lose sight of the fact that justice in thei individual case should always be a primary consideration, and should he brought about if that result can be attained without sacrifice of sound and just general principles.