Majority
Headnote
Will—Contest of Probate—Insane Delusions against Husband— Burden of Proof—Absence of Pacts Inducing Belief—Presumption of Sanity.—Where the husband of the testatrix contested her will upon the alleged ground of insane delusions on her part that he was unfaithful to her, was attempting to poison her, and was conspiring with others to place her in an insane asylum, the burden was upon him to prove the existence of these delusions, and not only that they had no foundation in fact, hut also that there was no evidence of any facts brought to her knowledge from which she might form a belief, however unreasonable and perverse it might be, in the truth of her charges. He must present evidence sufficient to overcome the presumption that she was sane when she made the will.Angelia B. Scott died December 16, 1897, leaving a last will and testament with two codicils thereto,
The original will offered for probate was executed November 7, 1891. The first codicil thereto was made February 25, 1892, and the second codicil October 22, 1897. By their provisions as modified by the last codicil, the testatrix gave thirty-three fiftieths of her estate to certain of her own relatives, twelve-fiftieths to certain relatives of her former husband, two-fiftieths to Mr. Scott, one-fiftieth to his three children in equal shares, and one-fiftieth to each of two charitable organizations. The grounds of opposition which her husband filed are that she was of unsound mind at the time of the execution of the will and codicils, and that their execution was brought about by reason of the undue influence of certain designated relative's, and that at the time of their execution she was under certain insane delusions in reference to him. There does not appear to have been any evidence introduced at the trial in support of his claim that the testatrix acted under undue influence of others in the execution of the will or either of the codicils, nor has any argument in support of this claim been presented by him. The finding of the court that she was not of unsound mind at the times of their execution is fully sustained by evidence in the record, and, although there was testimony to the contrary, yet under well-settled rules, this finding cannot be reviewed.
The delusions of the testatrix which the appellant alleges were such as to render the will invalid, and in reference to which evidence was presented to the trial court, are that he was
Section 3313 of the Code of Civil Procedure declares: “On the trial the contestant is plaintiff and the petitioner is defendant”; and under the provisions of section 1981 of the Code of Civil Procedure, the burden of proof was upon' the contestant to establish the existence of these delusions, and it was incumbent upon him to present to the court evidence in their support which would overcome the presumption that the testatrix was sane at the time of making the will.
In ordinary language, a person is said to be under a delusion who entertains a false belief or opinion which he has been led to form by reason of some deception or fraud, but it is not every false or unfounded opinion which is in legal phraseology a delusion, nor is every delusion an insane delusion. If the belief or opinion has no basis in reason or probability, and is without any evidence in its support, but exists without any process of reasoning, or is the spontaneous offspring of a perverted imagination, and is adhered to against all evidence and argument, the delusion may be truly called insane; but if there is any evidence, however slight or inconclusive, which might have a tendency to create the belief, such belief is not a delusion. One cannot be said to act under an insane delusion if his condition of mind results from a belief or inference, however irrational or unfounded, drawn from facts which are shown to exist. “An insane delusion is not only one which is error, but one in favor of the truth of which there is no evidence, but the clearest evidence often to the contrary. It must be a delusion of such character that no evidence or argument will have the slightest effect to remove.” (Merrill v. Rolston, 5 Redf. 353.) “It is only a delusion or conception which springs up spontaneously in the mind of a testator, and is not the result of extrinsic evidence of any kind that can be regarded as furnishing evidence that his mind is diseased or unsound; in other words, that he is subject to an insane delusion.” (Middleditch v. Williams, 45 N.
Mrs. Scott was sixty-four years of age at the time of her death. She had been the wife of S. P. Collins, who died in 1885, leaving to her an estate amounting to about three hundred thousand dollars. She was without children, and remained a widow until March 6, 1889, when she married Mr. Scott. He was at that time a widower some years younger than she, with three children, one of whom he had placed in the east, and the other two he took with him to the house of his wife. It does not appear that at that time he was engaged in any business, or possessed of any considerable estate, and he soon assumed the management of a portion of the business of his wife. She was a woman of excitable temper and easily irritated, and, when excited, was violent in both language and action. She was also highly suspicious of nearly every person with whom she had any relation—feared they were taking some advantage of her, or were seeking to do her some injury. She was a constant sufferer from dyspepsia and other diseases of her stomach and digestive organs, was unable to eat any food except of the simplest nature, would frequently complain of distress from what she had eaten, and finally died of ulceration of the stomach. She was constantly troubled with constipation, had at no time a natural passage of her bowels, but was at all times compelled to make use of enemas. These ailments tended to aggravate her irritahleness, and caused her to display her violent temper and to give expression to her suspicions, and to make severe accusations against those with'whom she was in friendly relation. She seemed to have a constant fear that she was liable to be poisoned, and charged nearly everyone about her with seeking to poison her. This charge was frequently made while she was
There is no evidence in the record from which the court could find that the contestant was ever unfaithful to his wife or that he ever made any attempt or had any thought to poison her, or to cause her to be placed in an insane asylum. The court how
The finding that the testatrix was not under any delusion upon these subjects is equivalent to a finding that all of the elements necessary to create a delusion in respect to either of them did not exist. If the evidence before the court was such as to authorize it to find that she did not in reality believe in the truth of the statements made by her, or that she made them in consequence of evidence of facts in reference thereto that had been brought to her knowledge, its finding must be sustained. The fact of her making the accusations was not conclusive upon the point, as they may have been made with perverse will, or in the heat of passion, or by reason of some unfounded belief, or some feeling of indignation or resentment. The court was required to determine whether, upon all the evidence before it, there was established such a fixed belief on her part in the existence of the truth of these charges as to constitute delusion. For this purpose it was proper to consider her
If the contest had been tried before a jury, the court would not have been authorized to direct a verdict in favor of the contestant merely upon the testimony that she had made these accusations or charges, and that they were without foundation in fact, since the weight and credit to be given to this testimony for the purpose of determining whether the statements were the offspring of a delusion, or were a mere false accusation, could be determined only by the jury. (Brooke v. Townshend, 7 Gill, 32 .) Any attempt by the court to control the jury by instruction, or even by suggestion as to the process of reasoning by which they should determine the issue before them, or in reference to the weight or credibility to be given to the evidence, would be an invasion of their province (Estate of Carpenter, supra); and, although there was no jury in the present case, the action of the court in determining questions of fact is attended with the same incidents and presumptions as that of a jury, and the weight and credibility given by it to the evidence is entitled to the same consideration as if passed upon by a jury under proper instructions. We cannot, as an appellate court, determine that the trial court did not sufficiently consider the testimony of these witnesses, or give proper weight thereto; nor can we substitute our judgment for that of the trial court as to the conclusion which should have been reached thereon. (See Wallace v. Sisson, 114 Cal. 42 .)
There was evidence before the court which would have justified it in finding that the testatrix did not in reality believe in the truth of the statements, or that they were utterances for which she had some ground for belief, or at least a suspicion of their truth. A suspicion which rests upon evidence cannot be held to be a delusion. A suspicion which has no evidence to support it is only an unsettled condition of the mind indicating doubt or mistrust. It does not constitute a delusion unless if shall develop into a fixed conviction of the existence of the fact suspected. In Clapp v. Fullerton, supra, the testator was
It was but natural when her husband told her that he could prove that she was insane, and when she was informed by others that he had made similar declarations to them, that she should at least have a suspicion, if not a fear, that he would cause her to be treated as other insane people are treated, and that under her suspicious and excitable nature she should declare to others that he was trying to put her into an insane asylum. But it cannot be said that there was an entire want of foundation for her making these statements, or that they were the offspring of a perverted imagination. Neither were her charges of unfaithfulness entirely without reasons for a suspicion of its existence. Her husband had ceased to have sexual relation with her shortly after their marriage, and they afterward occupied different apartments in the house. She told one of the witnesses that she had seen her husband in the sitting-room with his arm around one of the female servants. It was also shown that he was wont to visit one of her nieces in the daytime, in the absence of her husband, once a week and sometimes oftener. These facts were not denied by the contestant. Mrs. Scott was informed of these visits by one who, by her own admission, was malevolently inclined toward the niece, and, although the character and position of the niece were such as to forbid any inference of impropriety in these visits, yet to a jealous mind trifles
Keither can it be said that she was actually convinced that he had tried or desired to poison her. That she labored under a fear that she might be poisoned may be conceded. The nature of her ailments and her physical condition, and the suffering experienced by her from her food, naturally contributed to this fear; but it does not appear that she felt this fear from her husband more than from others by whom she was surrounded, or that she made any more specific accusation against him than she did against others. She made a direct charge of this nature against Mrs. Swale before she was married to Mr. Scott, but with her, as with him, there was nothing to indicate that it was-more than an accusation made by reason of a suspicion, or caused by the nature of her physical condition. If she was-possessed of the idea that Scott deemed her insane, the thought that he might poison her was not entirely the fruit of a perverted imagination. Of this charge, as well as of the others, it may be said that her conduct toward her husband, and their relations with each other, furnish some evidence that she was not actually convinced of the truth of her charges against him. During all these times she was seeking some evidence of the fact of his infidelity, urging others to prove that it existed, and employing detectives to follow him and ascertain if her suspicions were justified. She continued to occupy the same house with him, and to sit at the same table, and there does not appear to have been any change in their conduct or intercourse with
As hereinbefore stated, before making her last codicil Mrs. Scott caused an examination of herself to be made by certain experts in insanity, and at the trial Dr. Mays, who was one of these experts, was called as a witness by the contestant, and upon his cross-examination the certificate which had been given to Mrs. Scott by these experts was shown to him and identified, and was thereupon offered in evidence by the proponents of the will. The contestant objected thereto on the ground that it was irrelevant and a part of the proponent’s case. The objection was overruled, and this ruling is now assigned as error. That the certificate was relevant appears upon its face, and whether it should be admitted at that time, or when the case of the proponent was reached, was in the discretion of the court. It is urged, however, that by its admission the unsworn state-
During the trial Mrs. Wormell was called as a witness by the proponents, and while under examination stated that she was a beneficiary under the following instrument:
“December 10, 1897.
“I wish to make Wealthy Wormell a gift of $500.
“A. E. SCOTT.
“Witness: Dr. J. E. Eckel.”
The witness testified that she saw Mrs. Scott write and sign that paper, and saw Dr. Eckel sign it. “She said she wished to make me a gift—that I had been kind to her. I was at her bedside—the night that she was taken to bed. She told me what she was going to write. Dr. Eckel was present. She said that I had been kind to her, and she wanted to make me a present. That was all.”
The appellant contends that the court erred in failing to find whether this was a will. Whether this' is a part of the testamentary disposition by Mrs. Scott of her estate was not one of the issues before the court for trial. The amended contest upon the probate of the will was filed January 22, 1898, and the answers thereto filed in the February following. Dpon that contest the execution or relevancy of this instrument was not made an issue. The trial of the contest began March 32d, and this instrument was not produced or filed until March 30th. 3STo notice of its filing was given nor was any petition for its probate ever presented to the court. There is no evidence in the record that the writing was made with any testamentary in
The order admitting the will to prohaite and the order denying a new trial are affirmed.
Garoutte, J., and Van Dyke, J., concurred.
Hearing in Bank denied.
Cases cited
- American Seamen's Friend Society v. Hopper 33 N. Y. 619 at 624 p. 59, p. 63
- Stanton v. Wetherwax 16 Barb. 259 p. 59
- In re the Probate of Two Papers Propounded as the Last Will & Testament of Forman 54 Barb. 274 p. 59
- Ball v. Kehl 95 Cal. 606 p. 59
- Adams v. Helbing 107 Cal. 298 p. 59
- In re Estate of Howard 22 Cal. 395 p. 59
- Clapp v. Fullerton 34 N. Y. 190 p. 59, p. 63
- Hayes v. Campbell 63 Cal. 143 at 148, 149 p. 60
- McNear v. Bourn 122 Cal. 621 p. 60
- Chico Bridge Co. v. Sacramento Transportation Co. 123 Cal. 178 p. 60
- Jackson v. Puget Sound Lumber Co. 123 Cal. 97 p. 60
- Hite v. Hite 124 Cal. 389 p. 60
- Capelli v. Dondero 123 Cal. 324 p. 60
- In re Estate of Redfield 116 Cal. 637 at 650-63 p. 60
- Sutton v. Weeks 5 Redf. 353 p. 62
- In re the Probate of the Will of White 121 N. Y. 406 p. 63
- Carpenter v. Bailey 94 Cal. 406 p. 63
- Wallace v. Sisson 114 Cal. 42 p. 66
- Clarke v. Ransom 50 Cal. 595 p. 71